Energy is the hot sector right now, and I'm feeling underexposed.
Today's trade is in a large U.S. natural-gas producer headquartered in Pittsburgh, Pennsylvania. In simple terms, it is an energy company that drills for, produces, and sells...
Most natural resource stocks, even the bellwethers of Metals or Energy, for example, can’t scale to $5 Trillion in market cap. They’re simply not built like the juggernauts of tech or communications.
The biggest weekly rally since 2020 confirms a powerful shift in the primary trend.
Over the past several weeks in Commodities Weekly, we’ve been laying out a very clear thesis: energy is in the early stages of a major leadership cycle.
