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The Case for Energy Stocks After a Brutal Selloff
Lucas and Luna dig into the energy sector's sharp decline over the past week, with Exxon Mobil down 7.8 percent and Chevron off 6.4 percent. They explore why oil majors are getting hammered despite a bullish backdrop of closed Strait of Hormuz and surging China industrial profits. The conversation centers on whether this selloff is a buying opportunity for long-term value investors, or a sign of deeper structural shifts in the energy landscape. They discuss free cash flow yields, dividend sustainability, and what the Piper Sandler call for new oil highs means for patient stock pickers…
The skinny
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