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xle

In bull markets, everyone eventually gets a turn.

And if there’s one sector that hasn’t had its moment yet, it’s Energy.

Beneath the surface, we’re starting to see some strength emerging, especially in the refiners and oil services names....

Alfonso's Daily Note
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Alfonso
solar

If I had to pick the most heated groups of stocks over the past few years, I’d start with China… and then Solar.

Every cycle needs a comeback story, and solar might be writing one of the best right now.

After years of getting crushed and...

Alfonso's Daily Note
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Alfonso