The Next Big Trade - Warren Pies on Why It's Good To Be Long Energy
Real Vision: Finance & Investing
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Is Your Long Energy Position Diversifying?
If you do a correlation matrix of all the sectors in the s and p 500, the energy sector has a negative correlation to every other sector in the market. Therefore, your long energy position diversifies here,. And i think, from a quant perspective, seeing that is really enticing. So i think this is going to be with us a in some way sha perform for a long term.
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