JP Morgan Annual Energy Paper

Post Reply
JBtheBrit
Posts: 60
Joined: Sun Jul 10, 2022 8:23 pm

JP Morgan Annual Energy Paper

Post by JBtheBrit »

JPM produces what I think is a very well written / balanced annual energy paper - well worth the read. They also just did a 45 min webinar summarizing key topics. Michael Cembalest - the lead author is always good to listen to. If only someone would force every one in Congress to read /listen to this and then articulate what they plan to do as a result... we would be a lot better off. Interesting comments right at the end of the video about de-industrialization in Germany and then from the banker (who is clearly generating fees from all the IRA grifting going on.

The Paper: https://privatebank.jpmorgan.com/gl/en/insights/investing/eotm/annual-energy-paper?pid=U0001615123-1&programName=20230328-NAM-ES-INV-Eye%20On%20The%20Market%20Energy%20Paper&utm_source=email-pb&utm_medium=US-EN-Investing&utm_campaign=20230328EOTM&utm_content=CTA&mkt_tok=MzkyLUhLQy04NzYAAAGKx3rSrIZKyAIhxv-rzAuRVqfhXKFJoAvYDle5M1DxvcKOvEqWZ4937rei1rETYu4nA5ItgJSOr4CDpF8TsrlsgOJXhUrx-O-gk5fucCbhtxjY6w

The Webinar: https://go-pb.jpmorgan.com/MzkyLUhLQy04NzYAAAGK1xSnre6tG9oL5uOLW0okoFunmHxSmflrWnBbH0NSBfsagPJVyWzn4vMjFobiVq_FT1tD460=
grimaldi
Posts: 79
Joined: Sat Apr 20, 2013 8:27 pm

Re: JP Morgan Annual Energy Paper

Post by grimaldi »

Wow! Long read but very useful-- Now I know where to invest.
Post Reply