Profit Margin Winners & Losers

Check out the accompanying pdf and chart collection. (1) Demand for energy outpacing renewable supplies. (2) Renewable energy sources are unreliable. (3) Hard to say which way the wind will blow, if at all. (4) Grim choice: natural disasters vs freezing in the dark. (5) Bigger natural disasters because more people in harm’s way. (6) Unintended consequence for ESG investors: Dirty energy could outperform clean energy in the stock market. (7) Energy has tiny market-cap share currently. (8) An ideal scenario for dirty Energy’s profit margin. (9) Q3 earnings reporting season likely to be full of tales of labor and parts shortages and rising costs. (10) SMidCaps’ fundamentals stronger than LargeCaps, and their stocks are cheaper.