Just Another Bear Market Rally?
Real Vision: Finance & Investing
00:00
Energy Wildly Outperforming Energy Select Sector Spider
The energy select sector spider is up 42.6% in a year when we saw such hideous performance across the board. The fundamentals behind the energy trade, which is that we are chronically under investing in capacity remains true into this year. Last year, if you even had a tiny bit of overweight to energy versus all the other sectors, you had a decent year. You're going to outperform the index by four, five, six hundred basis points.
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