Friday, October 8, 2021

How We’re Crushing the Energy Crisis 2 Trades at a Time

The stock market rally finally suffered substantial losses Thursday as the 10-year Treasury yields continue to rise. So, do we find ourselves staring down the barrel of a broad stock market retreat or a sector rotation?

How We're Crushing the Energy Crisis 2 Trades at a Time

October 08, 2021

Slightly disappointing jobs data may have taken center stage Friday morning... But no matter where you channel-surfed across the financial media, everyone had something to say about energy markets…

Eventually, they'll have to acknowledge what we discussed Thursday as we head toward a global energy crisis.

But energy and ESG requirements aren't just on the minds of retail investors or financial media pundits.

In fact, I spent the better part of my morning on a conference call with nearly a thousand institutional investors talking about how blind adherence to widely variant restrictions actually prevents the world from achieving its climate goals.

This Could Get Scary

Congress Is About to Open the Floodgates

The next "stimulus" from the government could be the biggest one of all.

And we're not talking about some puny check. The House of Representatives passed a bill that's already sending stocks in this sector up 1,553%!

And when it's signed into law, those gains could look like peanuts.

Get ahead…

Before the Floodgates Open

Debt Ceiling Deal, Kids' Vaccine Hoopla Mask a Brewing Energy Crisis

October 7, 2021

Most people aren't even aware, let alone prepared, for the energy crisis that could cause rolling blackouts across the country this year…

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