Oil: I've Never Been More Bullish On Energy

2026-01-27 07:30:00 ET

(A Way Too Long) Introduction

Energy has been one of my core themes since the pandemic. Back then, I started building energy exposure in my dividend growth portfolio due to the horrendous sentiment. Although I’m painting with a broad brush, back in 2021, “everyone” was focused on next-gen technologies, as areas like renewables, EVs, and other niches saw massive capital inflows, all supported by zero interest rates and massive QE programs on both sides of the Atlantic/Pacific Ocean....

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