“Take nothing on its looks, take everything on evidence. There is no better rule.”
- Charles Dickens, Great Expectations
February 20, 2021
If energy stocks are heavily shorted, does that spell opportunity?
So far in 2021, WTI crude oil is up 22% and the Energy Sector SPDR ETF (XLE) has gained 18%—both outpacing the S&P 500’s 4.9% return. However, investor positioning shows most investors are not capitalizing on energy’s recent outperformance.
February 13, 2021
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