Back in black gold is our strength while bad breadth is becoming a weakness. There is opportunity in real yields and real growth while a threat emerges with price being what you pay while value is what you get.
Outside of the Mag 7, breadth is weak
Back in black gold is our strength while bad breadth is becoming a weakness. There is opportunity in real yields and real growth while a threat emerges with price being what you pay while value is what you get.
