Detailed view for this entity.
“THE MOST SIGNIFICANT IN TERMS OF PERCENTAGE UPSIDE RELATIVE TO WHERE ESTIMATES WERE PRE-WAR IS THE ENERGY SECTOR.”
“So here's the sector action where it was a day of tech and energy both kind of neck and neck there up about 7/10en of 1% also the only two outperformance.”
“I'm waiting for a correction right now we're overbought the sectors you know because of takeovers we had New Vista take over, we had Kuwait taken over, we had STEP takeover. So, everybody's playing who's next, who's next. The reality is we're very overbought.”
“The reality is we're very overbought and I'll be writing about that in our um Shar Energy report that you know goes out to clients next Thursday. I'll be working on that in the next few days to finish it off.”
“If you go back to 2008, the energy sector was about 16% of the S&P 500. It's now down to something like three. It's a big shift. So, if you have oil prices go up, the energy sector does well, the wealth effect that feeds through into US households that own the S&P 500 and neutral funds used to be measurable, quite palpable, but now it's gone from 16% to 3% of the S&P.”
“If you go back to 2008, the energy sector was about 16% of the S&P 500. It's now down to something like three. It's a big shift.”
“Anyway let's talk about the second biggest source of human methane emissions. 38% comes from the energy sector.”