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6min chapter
Coiled Spring & Defensive Value (guests: Lyn Alden, Kuppy)
The Market Huddle
Are We Achieving What We Wanted to Achieve?
A, i think we're in a structural bull market for energy. Partially there's just natural capeck cycles that commodities go through. But then when you add the specific, the s g concerns ind this kind of this era of energy policy, i think it ex exasperates it. I expect corrections within a boolish trend. And so i'm not selling my oil stocks a but i'm kind of managing expectations around them.
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