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MGY - Resurgence: 6 Trade Ideas For U.S. Energy Cycle
Magnolia Oil & Gas Corporation Class A
Six trades to capitalize on the US energy cycle.
Our view is that the interim commodity cycle is maturing. Oil has been a laggard compared to its cousins copper, agriculture, and lumber. Oil has been setting up the push.
With the following names, we are looking to leverage our exposure over this trade duration (3 weeks to 6 months) with creative alpha strategies.