
Trading the Energy Rally and Setting Up for Q3 Earnings Kickoff
CNBC's "Fast Money"
00:00
Fang the Stock to the End of the Year?
If you think that oil prices are going up, that implies that inflation expectations are likely to go higher. And i'd much rather be in the oil sector. Think about what's going on with e s g, xon mobile. The big companies are returning capital shareholders rather than investing and that is continuing as we speak. I do think that's going to increase rates ultimately, which will hurt your fang stocks. Same question to you, grosso. What do you say? I go. It fanga ng can go ye.
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