ETFSector.com January Outlook: Energy
Weak Crude price action continues to be a drag on the sector, particularly among large cap. legacy producers.
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XLE Energy
ETFSector.com December Outlook: Energy
Energy stocks are unloved and structurally under-owned. We like them as a hedge to our Tech. Sector long in case recovery is delayed by inflation concerns.
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ETFSector.com November Outlook: Energy
Crude remains weak undermined by structural headwinds and soft economic data in the near-term.
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ETFSector.com October Outlook: Energy
The only tranche of the Energy sector that’s percolating is the nuclear space, and those stocks are still in the small and mid-cap. tiers
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ETFSector.com September Outlook: Energy
We’ve had a contrarian bet on the sector for a few months, finally seeing some buying in the back half of August and we’re rolling the position over into September
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ETFSector.com August Outlook: Energy
Energy shares and Crude prices remain weak, but we start August with a modest long exposure to hedge against rotation risk.
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ETFSector.com June Outlook: Energy
We’ve taken a small overweight position in the Energy sector as both Crude and Energy Stocks are structurally oversold despite improving sentiment around global trade.
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ETFSector.com May Outlook: Energy Sector
We were offsides to the long side in April. Keeping a toehold in the sector as prices have corrected to deeply oversold levels in the near-term.
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ETFSector.com April Outlook: Energy Sector
Please click the link below for our views on technical, fundamental and economic developments driving the S&P 500 Energy Sector as we start April. Energy Sector April Outlook
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ETFSector.com March Outlook: Energy Sector
Please click the link below for our views on technical, fundamental and economic developments driving the Energy Sector as they relate to industry and stock level performance. Energy Sector March Outlook
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