The Rising Influence of Rising Affluence

[DewDiligence]

Update on The Jetsons—I haven’t added to any oil stocks since posting #msg-153967225 two weeks ago. There might possibly be a point at which I would consider doing so, but we’re not there yet.

The remaining oil stocks in the portfolios I own or manage are CVX and RDS. Both are longstanding positions with a near-zero costs basis, so selling would incur a big tax hit and I haven’t pared any shares of these holdings.

(I’ve posted numerous times on this board about Shell’s “low-carbon” business model, so I won’t repeat that information here.)

Feedback welcome.