Slack: C09VCLQ3MA7/ts:1770803911.0244

Author: Stuart Hardy Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

energy-sector-structural-positioning

🟢 [E1865] Schachter calls March-April oil bottom before 5x run into decade-end super cycle. Energy stocks trade at 2-4x cash flow but could go up 5x over next 5 years from correction low.
supporting · 2026-04-07