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Weekly Notebook Review | June 27, 2023

Hedgeye Podcasts

CHAPTER

How to Trade Gas and Oil on Complex

Timothy Stanley: I refer to this as Halle Berry, because I have always pet names for these these tickers and everything. Every single time it dips under 30, look what happens to it. That is if that's not a trend, then I don't know what a trend is. Yeah, if you want to play in that space, it's like most really highly operational leverage businesses,. It takes a lot of capex to continue their operations. You just go and look for the ones that are the worst off on operating leverage. And when prices, you know, break trends, go grab them.

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