The Investment Committee give you their energy playbook after Morgan Stanley upgraded the sector to overweight.
Пікірлер: 9
@AYVYN2 ай бұрын
Almost makes me glad for staying up for the Japanese market. Finally got in early on a rally.
@lppoqql2 ай бұрын
Well, the economic slow down in Asia will probably mean less energy consumption. However the increase demand from compute for AI applications might offset some of that.
@poorrandall89822 ай бұрын
when flight to energy begins i get bearish.
@keto67892 ай бұрын
Mike Wilson?
@andrewereynolds5840Ай бұрын
💎 Constellation ☀️ Energy Corporation 💎
@InnocentCardGame-sz2be2 ай бұрын
Fed can wait longer to cut than ECB or other main currencies.
@InnocentCardGame-sz2be2 ай бұрын
Dollar strength and higher long term rates gonna weigh on commodity. If commodity rises too much, just gonna get slammed down again.
@MSNBCPsychoMediaАй бұрын
Energy upgraded then sells off market suspect as usual. 😊
@michaelfratipietro96742 ай бұрын
Midstream is horrible. Upstream and downstream is where to be