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Strategies & Market Trends : Value Investing

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To: robert b furman who wrote (78701)	12/12/2025 10:12:40 PM
From: Johnny Canuck	of 78742

I wanted more color on your read for the oil and gas sector so I had grok.com AI develop rationales to explain why oil and gas stocks are rallying even in light of there being a glut next year or longer. I asked ti to provide the probability of the various scenarios playing out. Take it with a gain of salt but it at least articulates why the glut may be only short term. I will work on what impact this has on oil service stocks separately later this weekend if I have time. The rally seems more pronounced on Canadian oil and gas stocks than the US recently. Message 35358411

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