Reveille Reconnaissance Blog
This blog is for the benefit of both subscribers and non-subscribers and is public to assist...
To subscribe to the Reveille Letter, click here
After running up into the low $120’s/bbl, Crude prices have pulled back on fears over demand destruction due to a slowing economy worldwide. This is despite tight supplies.
We believe this pullback is an opportunity to buy the sector, which is the only S&P 500 sector that is positive for 2022.
Attached are some names we like. Some you’ll recognize as having been successful trades earlier this year.