The Start Of The 3rd Inning - It's Time To Go Back On Offense
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As 2023 begins, the score is now 4-2. While energy investors managed to play good defense to close out 2022 with solid gains, the 2nd half of 2022 wasn't without its perils. Not only were energy investors blindsided by the China zero COVID policies that materially dampened oil market balances, but the recession in Europe coupl…