April 16, 2020
Investments
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Each quarter, the Dallas Fed publishes a survey of U.S.E&P and oil service companies. While the data is informative, the “Comments” section is often more insightful. Amidst COVID-19 projections and calls for government intervention to “protect America’s energy independence”, two observations stood out as being particularly on-point in the just-released first quarter survey. We have no clue what to say about oil and gas prices.
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