Feb. 26 at 12:53 PM
$XOP $XLE $CTRA $REI $ET
I don’t believe we’re at the end of the oil/gas cycle.
I say, oil/gas breakout into year end 2026 and into Q1 2027.
That will be the conclusion of this phase of the commodities bull.
I will say, commodities are the best place to invest for the next 15-20 years.
I will continue building my energy portfolio.
Without metals and energy, we have nothing.
Summary of the Risk
The danger of "accumulating" right now is catching the tail-end of the momentum. If the "recession is named" in late 2026, energy stocks will likely have peaked 3–6 months prior.
Insight: Watch the yield curve and unemployment claims. If those start to turn sour while oil is still at local highs, that is your signal that the energy sector has finished its job of "concluding the cycle" and is ready to rotate down.
