- I'm cautious on the overall markets but I see large upside ahead for the energy sector
- There is a large S&P/Bond rebalance happening at the end of the month
- I'm adding 8 new long ideas - in energy
- Please tune in today at 4pm ET on Real Vision's Aftermath conference
- I'll be talking about what I see (as a trader) happening with markets and sectors in the next 4 years with Biden