YWR: Your Weekend Reading

YWR: Your Weekend Reading

YWR Video: Untouchables Part 2

Erik's avatar
Erik
Sep 18, 2021
∙ Paid
Share

Disclosure: These are personal views, NOT investment recommendations!

Last week we learned to love European Banks. This week we continue the theme of untouchable sectors and look at the bull case for Energy and Mining and how they benefit from ESG and Net Zero. I have a lot of charts I wanted to share, so I made it a video.

YWR Video: Untouchables Pt. 2

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 YWR
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture