EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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Energy boost

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, 2023