Jun. 16 at 1:02 AM
$XOP $XLE $APA $DVN $EGY
Here’s my theory on oil/gas in 2027 as the real economy collapses.
Well before this Iran conflict occurred, I started increasing my energy tickers and portfolio weight.
This is and was all in preparation for late 2026 and early 2027.
The strait of Hormuz has only been the noise, the real issues are much greater.
Energy costs will cripple corporate earnings as each quarter passes into mid 2027. This will also start to interfere with the AI buildout and other infrastructure plans.
The only thing keeping this economy going right now is debt that can’t be paid back.
How long can that last?
Just look at the US government debt alone.
Then throw in state, municipal, corporate, small businesses, individuals and you get debt overload that will fail.
2026 is the best year to sell assets of value.
We will enter a slow decline in assets values the next several years.
Will my timing be perfect, No, but will debt be the next cause of collapse? Yes.
Get ready.
