I did an impromptu live discussion here on Substack earlier today. I discussed oil & gas stocks and the uneven nature of the recent rally, oil prices, the Iran war, and more.
I referenced the most recent Bison Insights sale email:
With Oil Above $100, One Idea Stands Out Here
Oil closed above $100 per barrel on Friday, driven by the ongoing effective closure of the Strait of Hormuz, a development that has materially increased the upside for several of the ideas I’ve share…
and the great performance most Bison Insights ideas have achieved so far, on an absolute basis and vs the oil & gas ETF XOP:
Let me know what you think!
Disclaimer: This is for informational and educational purposes only. This is not an offer of securities, solicitation, or investment recommendation. Please consult an advisor and do your own diligence. Past performance may not be indicative.
