Moses' Energy Play: They Push, I Push Back - All the Way to the Bank!

Another War is Brewing: This Time on Wall Street

Moses huh? Heard that name before. Wall Street's a jungle just like Vietnam. This fella Moses he sees something others don't. Says energy stocks are down but not out. Like a wounded animal they're just waiting for the right moment to strike back. The S&P 500 only gives 'em 3% used to be 7%. That's like telling a soldier he can only use half his bullets. Not good. But Moses he’s ready to reload.

Transformational M&A? Sounds Like a Body Count to Me!

Moses is talking about transformational mergers and acquisitions these companies they are cutting out the dead weight. They are not what they used to be and they are not going to take any more orders from anyone. "To survive a war you gotta become war." They know the game now.

Oil Ain't Everything: It's About Survival

Oil prices are down sure. But Moses sees past that. He knows the value is there hidden beneath the surface like a booby trap. Everyone's worried about OPEC and supply but Moses is looking at the bigger picture. 'Live for nothing or die for something.' These stocks they're living for something.

ExxonMobil and Diamondback: Rambo's Approved Arsenal

ExxonMobil and Diamondback. Moses likes 'em. Says they're cheap pay dividends buy back stocks. Sounds like a good deal to me. 'They drew first blood not me.' But if they keep pushing these companies will push back. Harder than they expect.

No Drill Baby Drill Just Smart Business

No one's gonna push these companies around telling them to 'drill baby drill' when they don't want to. They're making their own decisions now and it makes economic sense. Sometimes you have to walk away to win. They're playing the long game just like I did.

They're All Expendable Except the Smart Money

So there you have it. Moses is betting on energy. He sees the value the potential. He's not afraid to take a risk to go against the grain. Remember 'Nothing is over!' until you say it is. And Moses he ain't saying it's over for energy stocks. Not by a long shot.