About One Year Ago I Subscribed To Barron's For The First Time In My Life -- October 20, 2023

Locator: 45828INV. 

Today: solar stocks plunge. Link here.

Wind is expensive. Link here.

The Dutch have just signed a 27-year LNG deal with Qatar, Shell. As in Royal Dutch Shell. My hunch: Dutch investors got tired of their investments in renewable energy.

Also, link here.

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The Past Is Prologue

Locator: 45828ESG.

Themes.

Themes - 2023.

Added: "ESG is dead."

From October 8, 2022:

My "oil" portfolios are outperforming all my other "portfolios." 

ESG is dead. Link here.

From April 17, 2022:

Link here. 

From "Themes."

The energy transition is dead. Tracked here. 

• ESG is dead, too. Tracked here.

Energy Transition is dead. 

I don't subscribe to Barron's but that may be what I may think about as a birthday present. But then I read somewhere that Barron's has really gone downhill. I don't know. 

October 20, 2023: And, yes, that was about the time I subscribed to Barron's for the first time in my life -- one of the best decisions I ever made.

Today,