MI255 Navigating Bubble 3.0: Is This Time Different? w/ David Hay
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Commodity Outlook - Oil and Gas Sector
The S&P energy sector from the beginning of 2021 is up about 155%. The overall market is up just a few percent, so enormous outperformance. So that's not likely to continue. And stock prices are not nearly as fire sales as they were a year ago and especially two years ago. We're now the largest natural gas exporter on the planet, which nobody would have thought 15 years ago.
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