International stocks are outperforming. The currency tailwind behind it is structural, not seasonal.
Oil Is Still the Most Important Trade in the Market
The Strait of Hormuz is still disrupted. XOM, CVX, OXY, and COP are still printing cash.
International stocks are outperforming. The currency tailwind behind it is structural, not seasonal.
The Strait of Hormuz is still disrupted. XOM, CVX, OXY, and COP are still printing cash.