The Rising Influence of Rising Affluence

[santafe2]

And Barron's apparently has a different point of view. To be fair, hedge funds most likely have a much shorter timeline than your normal investor so both may be correct. If we're taking a longer point-of-view, I'd agree with Barron's. However, I'm on the sideline with energy at least until we get through the summer and Q2 earnings reports.

10 Stocks to Play a Resurgent Energy Sector, From Our Roundtable Experts

Our energy roundtable predicts higher crude prices as global demand grows faster than supply. What’s ahead for U.S. shale, the majors, and the energy transition.

https://www.barrons.com/articles/energy-oil-gas-stock-picks-roundtable-f0171204?mod=hp_HERO