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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: Sun Tzu who wrote (52064)2/16/2022 1:46:37 PM
From: ItsAllCyclical3 Recommendations

Recommended By
ajtj99
Jacob Snyder
Sun Tzu

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(edit) Market has doubted oil the entire run and the service sector is last. Due to seasonality these companies have 1 more Q of mediocre earnings and you'll see how the market really feels. 80% of the action is computers/momo. They didn't jump on HAL/SLB until the breakouts were clear despite the obvious FA. OPEC is greedy. If they had the excess capacity they'd be hitting their targets and exceeding them in many cases w/these prices. Again I understand conventional wisdom here and there will be a hit on any Ukraine de-escalation but OPEC story may overshadow first. I just look at individual companies and hedge the sector when appropriate. I don't really care what the market thinks as much.

In the service sector it pays especially to know what you own as off-shore, international, and fabrication will be the last to fully recover. The ETFs (OIH and XES) own far too much of these. That's part of the weakness as well.
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