Everybody Thinks Oil Is Over. They’re Wrong

Energy makes up just 3.36% of the S&P 500 today.

In 1980, it was 28%.

Back then, Exxon was the largest company in America. Big Oil had the same stranglehold on the market that Big Tech has today. If you wanted to be where the serious money was flowing, you owned energy.

Today, energy is barely a rounding error next to tech, which now sits above 32% of the index. Somewhere around 1995, tech passed energy and never looked back.

The economy didn’t stop needing oil. Investors just stopped treating energy stocks like they mattered.

Friends, when a sector shrinks from 28% of the market to 3%, it doesn’t mean the underlying businesses stopped mattering. Oil still sits underneath the real economy.

Planes fly on it. Ships run on it. And petroleum remains a key input in the plastics and chemicals people use every day.
Over four decades, capital flooded into tech and left energy behind. Energy is now so under-owned that even a trickle of new money can move these stocks in a big way.

That gap is your opportunity.

Every Time There Is a Hint of Peace, Oil Gets Sold First