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Aiming For Escape Velocity: Macro Energy Investing Outlook

May 05, 2021 6:23 PM ETOXY, XLE, USO3 Comments


  • Some allocation to energy can produce the uncorrelated alpha your portfolio might be missing.
  • The commodity reflation trade has reinvigorated the oil markets. This broader market theme of reflation will dictate oil’s next move.
  • We measure out a new cycle high which peaks in the $75-$80 range.

Working Pumpjacks On Sunset
Photo by imaginima/E+ via Getty Images

Foaming At The Mouth

Remember the movie Old Yeller? Surely most readers recall that bewildering feeling of sadness and sobering horror when Disney ended a seminal motion picture with All-American, Travis Coates offing the family

This article was written by

Pescadero Energy Partners is a private investment partnership with a background ranging from financial advisory to upstream and mid-stream energy expertise. Our contributions seek to provide data-driven analysis of the oil, natural gas, and alternative energy space.

Analyst’s Disclosure: I am/we are long OXY. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (3)

OffSiteLocation profile picture
Nice macro view...
Wow. I lost count of the number of cliches and needless references in an article whose point could have been made in a couple of sentences, and should have been made months ago.
Dr Bulltrap profile picture
@mkarpoff nicely written about something so sexy as oil
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