The oil and gas industry is in its Guilded Age. Lack of downstream competition due to industry consolidation has led to outsized shareholder returns; that will continue. Production constraints will keep a floor under prices. Will outperform S&P… More
Initial fears of higher inflation and rate hikes are abating and investors are seing past through the bad news (earnings downgrades, specially ex-financials). This is good for equities so a lot of short covering on the Long Energy Short Financials… More