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"The first rule of compounding is to never interrupt it unnecessarily." - Charlie Munger

00:01 - 21/12/23

The S&P 500 total return index is on pace to hit a monthly closing high for the first time since December 2021

Factset: Earlier this month, ExxonMobil announced that its Golden Pass LNG facility, a joint venture with Qatar Petroleum, would be delayed. The facility's in-service date, originally set for 3Q24, is now set for 1H25. In our latest Energy Market Insight, we discuss how this delay and the potential for others could add to the risk of Henry Hub weakness extending well past 2024.

The US added the equivalent of a new Venezuela in oil supply during Q4, with less rigs producing more oil as technological efficiency ramps up

Fund managers are increasingly optimistic as the Fed has given them an "all clear" to add to risk exposure