Maybe and Maybe?
very educational.
if sustained high oil is the key thesis, would there not be larger, more liquid, more levered(?), yet still safer plays outside the energy sector ?
https://www.reuters.com/markets/us/why-oil-spooked-markets-may-be-wrong-about-fed-2026-03-18/
(asking sharp people cause i dont have an obvious example)
very educational.
if sustained high oil is the key thesis, would there not be larger, more liquid, more levered(?), yet still safer plays outside the energy sector ?
https://www.reuters.com/markets/us/why-oil-spooked-markets-may-be-wrong-about-fed-2026-03-18/
(asking sharp people cause i dont have an obvious example)