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    When to Take Profit in O&G Producers, Again?

    @ericbunic Do you think we're inching closer to mass euphoria now?
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    When to Take Profit in O&G Producers, Again?

    @ericbunic Perhaps O&G will never get to the mass euphoria stage (similar to big tobacco; but see counter-examples of the hype around vape startups). I certainly thought so during 2020 and 2021. But if people have taught me anything, it's that they like to chase gains. A couple more quarters of...
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    When to Take Profit in O&G Producers, Again?

    @rawrr Essentially the consensus view.
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    When to Take Profit in O&G Producers, Again?

    @ericbunic Yeah, the Russian proxy war is the black swan that benefited Western oil equities. Usually, black swan kills me, not help.
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    When to Take Profit in O&G Producers, Again?

    @ericbunic Just following up that I think we're inching closer to mass euphoria. Retail in r/stocks has been posting daily about oil equities.
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    When to Take Profit in O&G Producers, Again?

    @ericbunic Good point.
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    When to Take Profit in O&G Producers, Again?

    @ericbunic I think we need to distinguish btw the possible scenarios that can lead to O&G euphoria and how we know we're in the euphoria stage. For me as an investor, the primary criteria of how I know that O&G has reached euphoria is that stock prices have exceeded even the most optimistic...
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    When to Take Profit in O&G Producers, Again?

    Hi all, As usual, I am writing this to (a) bounce around ideas and (b) have something written down to check my own self-selective biases and to evaluate my track record as an investor EOY. I was long in O&G for 2020 (bought XOM at around $32*), rode the Delta Wave in 2021, saw a possibility of...
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