by James Polyzoidis | Mar 18, 2026 | Capital Allocation, Energy, Oil, Polygon Aegis, Private Wealth, Stocks, Superannuation, Value Investing, Wealth & Wellness Code
Occidental Petroleum Corp (OXY) Selective Opportunity in Big Oil – OXY as a leveraged expression. Executive Summary Oil markets are currently pricing a period of sustained supply constraint. The forward curve implies: ~$70–75 average oil over the next two years...
by James Polyzoidis | Mar 3, 2026 | Capital Allocation, Compounding, Energy, James Polyzoidis, Polygon Aegis, Wealth & Wellness Code
Capital Allocation · Structure · Discipline 18 years. 24% compounded. No leverage. Introduction Most people have far greater potential than they realise. In markets, in business, and in life, outcomes tend to reflect how well three elements are aligned –...
