Posted 1/31/2021 21:28 (#8797956 - in reply to #8797827) Subject: RE: Rig count decline vs when the economy recovers..
Kettle Moraine, WI
I was visualizing Buffett's value play that grain will continue being (relatively) cheap and ethanol will have strength. The timing with new administration and his political insights may offer those insights to an observer. He seems to move with a lot of facts.
It is a tiny part of his portfolio so not to read too much into it. Could be a value play in a maturing sector. Could be something more. I do know he is more right than wrong.
Energy topics.. Keystone XL, Lithium..etc.
