The ‘Munificent 7': Why energy stocks are the best way to play the AI build-out, says former Goldman strategist

Jeff Currie argues the commodity complex is in a structural bull market, implying capital should rotate away from commodity-dependent companies and toward producers of commodities. The piece is a directional macro call rather than a company-specific catalyst. Market impact is likely modest, but the view is supportive for commodities and related equities.

Analysis

Jeff Currie argues the commodity complex is in a structural bull market, implying capital should rotate away from commodity-dependent companies and toward producers of commodities. The piece is a directional macro call rather than a company-specific catalyst. Market impact is likely modest, but the view is supportive for commodities and related equities.