The micro- macro connection
My take is that central banks will keep interest rates very low for a number of years for multiple reasons That will put a premium on sustainable dividend stocks for the next five years anyway. So find a basket of sustainable even dividend stocks and you will be richly rewarded ALA and other utilities are mostly in this camp. The global supply chain for propane will not weaken but strengthen given global demand in Asia The localization of supply chains will focus on medical and more self reliance on food stuffs where possible I think. The transition toward renewables may also be impacted positively but that does not mean utilities using natural gas will be hurt for at least 20 years. My take