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Winter Is Coming

Winter Is Coming

Kontrarian Korner

November 17, 202510m 21s

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I led off with a quick rant on Sable and the equity raise last week and the 10-Q, but I got into a couple things that I covered in my thread the other day. After that I got into commodities, money rotating into certain sectors, and a couple trades I’m looking at.

Energy, OIH & SLB