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Charles De Trenck

Thematic (Sector/Industry)

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<p>This has been a crazy market, with dollar, US market and oil strong at the same time, with commodities up in general, but on a hair trigger. It’s a weird mix. But one that pivoted energy plays from dogs to stars once again. Which, of course, could pivot them back down, though not all oil names are created equal.</p><p>I see three or four streams in my oil plays: (1) energy majors which have been most stable in inching back or overtaking their January highs, (2) energy MLPs, which have recovered back a…</p>

This has been a crazy market, with dollar, US market and oil strong at the same time, with commodities up in general, but on a hair trigger. It’s a weird mix. But one that pivoted energy plays from dogs to stars once again. Which, of course, could pivot them back down, though not all oil names are created equal.I see three or four streams in my oil plays: (1) energy majors which have been most stable in inching back or overtaking their January highs, (2) energy MLPs, which have recovered back a…

The Best Way to Play Oil with Cover