EVENTS:   A Generational Opportunity to Invest in the Nuclear Renaissance - - 22 Jun 26   Where is the National Bureau of Economic Analysis? - Danielle DiMartino Booth/QI Research - 25 Jun 26     ROADSHOWS: Where is the National Bureau of Economic Analysis? - Danielle DiMartino Booth /QI Research   •   London   21 - 26 Jun 26       Internet and Media Coverage and Ideas - Barton Crockett /Rosenblatt Securities   •   London   22 - 23 Jun 26      
Filters

The Cut

Fortnightly publication highlighting latest insights from IRF providers

Company Research

Energy boost

Report by TenViz

TenViz offers AI-powered tools for investment advisors and fund managers. Lately, their key bullish theme has been to BUY energy. For crude, we are seeing pre-Ukraine war levels and prices in backwardation, a bullish sign. Investors should also look to BUY Uranium – the world will need a lot of it – and gasoline. Consider snapping up oversold energy indices too as they are poised to bounce back, with suggestions including BUYs in energy exploration and production, including a fresh BUY on EQT Corp; another fresh BUY in the Oil Services Index, including a BUY on Halliburton.

Edition 161 - 26 May 23