Miner Company
Hard Assets Weekly: What Happened With Semiconductors In 2020 Is Repeating Itself Now In This Sector
I reiterate a bullish long-term outlook for US oil companies, emphasizing geographic diversification and resilience to oil shocks. XLE and Petrobras (PBR) are highlighted, with PBR as my top 2026 pick and XLE representing US oil sector optimism.
I reiterate a bullish long-term outlook for US oil companies, emphasizing geographic diversification and resilience to oil shocks. XLE and Petrobras (PBR) are highlighted, with PBR as my top 2026 pick and XLE representing US oil sector optimism.