Weekend Digest #290: (Oil, TRP/SOBO & Selling Franco-Nevada)
Checking in on various inflation-related investments
Summary
Readers have wondered if I am going to get bullish on oil equities again like I was in 2021. I'm not yet, here's my reasons for caution.
Walking through the rationale for the TC Energy/South Bow spin-off.
I am holding both the TC and South Bow positions in the aggressive portfolio for the time being.
I am closing the Franco-Nevada holding ahead of t…
Keep reading with a 7-day free trial
Subscribe to Ian’s Insider Corner to keep reading this post and get 7 days of free access to the full post archives.