Campaign Promises Backfire

September 28th, 2021 by hackel Leave a reply »

Politicians were so adamant to get the hell out of fossil fuels they neglected to consider the unintended co of doing so as quickly as their campaign promises.

 

See our important report in which we discuss the impact to financial assets, which sectors and names stand to benefit, and more importantly, and in combination with stepped-up sovereign risks and changes to tax codes worldwide, those sectors and names which will almost certainly see their valuation multiples compress.

 

Kenneth Hackel, CFA

 

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