There are a lot of people -ve on energy relative to tech. Remember a regime shift is happening and even if we dont end the energy downtrend (& i do think a lot of the -we dont need oil arguments are bunk-listen to a great podcast by @anasalhajji i tweeted yesterday) energy can
Rally 40% just to get to the bear mkt downtrendline- meanwhile tech has to fall over 20% just to get to the bottom of the uptrend line (its way above now). Tsla’s inclusion is probably peak bullishness. See those that can think out of the box and take advantage of any energy tax
Loss Selling as being stock mkt winners next year. @dailydirtnap piece today on the upcoming travel boom next year is good perspective that we will have a humongous travel binge & capacity will not keep up.Those telling you $20 oil ill bet $80 before that. I dont think rigs rally
Big Time as all cos will focus on repairing their balance sheets so FCF will skyrocket, and the inevitable sell side bearishness will turn to bullishness. Meanwhile buying the SNOWs of the world at 200x sales etc or TSLA ,DoorDash etc at obscene valns- got to ask yourself how do
They do in a new inflationary environment with higher discount rates?
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