Inner Loop Intelligence
All Themes
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Slack: C09VCLQ3MA7/ts:1770803911.0244
Author: Stuart Hardy
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
energy-sector-structural-positioning
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[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