Barrons article

[Lbark]

https://www.barrons.com/articles/diamondback-targa-energy-stocks-avoid-8c650c75?mod=past_editions

seems like their premise is that everything is going so well but oil stocks are not being revalued higher which is true today but sure doesnt mean it won't happen.

[aja57]

Classic barking seal Wall Street article. Their mantra is too much oil supply and contracting demand from consumers so no expansion of multiple of E & P companies is warranted by the talking heads at Barrons. Yet they will sit there and pump tech stocks like AMD at a multiple over 1000 and NVDA at over 100 cause these companies are immune to recessions , higher interest rates, as companies are bathing in capital to invest in AI and basement boys have the income to buy new gaming software (sarc). I’m sorry but these people are not analysts but ESG pumpers.

[Lbark]

They did have another article that was bullish on oil. Your point is well taken and is usually a good contrarian indicator