Past Peak Hawkishness (guest: Barry Knapp)
The Market Huddle
00:00
Energy Stocks Are Putting Higher, Pushing Higher
The front end of the curve is so steep on crude oil, that it's doing its own its. I think energy equities are much better to own than crud oil futures. The rail stocks are ripping back, right back to 52 week hies. And i would counsel every one to stop looking at the the previous winners and start looking at what's winning now. It sounds to me like we're getting some rotation into soe winners, like things like railways and utilities.
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Transcript
