Wow, that new NDIC GIS map server is absolutely incredible. I keep finding new features. In hindsight, it was well worth the wait, but one still wonders why it took so long? But it no longer matters. The new interactive map is incredible.
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For Investors Only
UBS surveyed its analysts for stocks with attractive upside vs. downside in volatile markets.
"We've focused on stocks where we believe our analysts have a truly differentiated view vs. consensus, and where we have interesting or proprietary data sources (from UBS Evidence Lab or elsewhere)," strategist Keith Parker wrote in a note. "From a strategy perspective, we've found that risk/reward is attractive when this much recession risk is priced (>80pctl) but as we move later cycle, avoiding the biggest underperformers becomes even more important for portfolio returns."
"Indeed, our analysts have identified opportunities with attractive upside vs downside skew in these volatile markets."
The top conviction picks by sector are at the link. Archived.
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Tow Trucks
The two-year twins "know" tow trucks very, very well. They see them on their street often. They've been looking for their own tow trucks for quite some time, and finally, they found them.
Hey Bruce,
ReplyDeleteI'm wondering if know where the monthly production for each well is being recorder on the NDIC website ? It use to be on the Scout Ticket but hasn't been updated for a couple months now
Thank you,
Jim
See this post: https://themilliondollarway.blogspot.com/2022/08/q-august-1-2022.html.
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