let’s not forget about the nothing stops this train and nothing ever happens bros
Energy makes up 3.5% of the S&P 500, yet it's about to pay out 20% of all the cash the index returns to shareholders. And the crowd still won't touch it.
My friend Robert Mullin of Marathon Resource Advisors has been all over this for years, and he walked me through where he's finding the best opportunities right now:
- Why the back end of the oil curve just started moving, and what it says about inventories heading into peak demand season
- The oil service giant hiding a real AI business that could be worth more than the whole company
- Why the AI capex boom looks like a dead ringer for the shale boom
- The Persian Gulf shortage that could hit the food chain within 3 to 6 months
- Where he's buying producers at 2 times cash flow with 10% dividends
I'm long Robert Mullin and short Scam Altman.
Very timely, watch it here:
youtu.be/rgKtKXpCnzI



















