Market Underpricing Energy Risk

Since the advent of industrialization, securing the supply of cheap and abundant energy has been a primary concern of the global political and business establishment. Leaders rationally understood economic output, even in non-energy-intensive industries, can quickly evaporate without access to sufficient energy supplies.I am passionate about macroeconomics and financial markets. I focus on economic growth and inflation, and my view of those two variables drives my investment strategy.Analyst’s Disclosure: I ...