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Oil & Gas | A Boom & Bust Industry In Transformation
In this post, I explored George Soros’ reflexivity framework and explained how it applies to the oil & gas industry. Why there is potential for upside excess and ways to think about asymmetric outcomes.

This post was originally published on March 10, 2022 and I couldn't be more thrilled to share it here on Commonstock!

andermattresearch.substack.com
Oil & Gas | A Boom & Bust Industry In Transformation
Reflexivity, Energy Transition, And Spillover Effects

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