Wrap 2022

. . It was the best of times ... Our backyard: Oily E&P, Gassy E&P, Oil Service, some solar names. ... It was the worst of times Other peoples' ponds: The S&P500 and DJIA, tech, retail, Crypto, housing, some renewables names and most EV's (we have small interests here). Holdings Watch: The Blotter is updated. […]