RotationI know that the tech sector has seen incredible returns since the start of this pandemic, but if you are old enough to have been around in about 1999, you can see similarities between then and now. Analysts are discussing how "it's different" and coming up with different ways to justify the stock prices of some of these companies that earn no money and won't for years. Yes, in some ways, things are different, BUT these runs always end badly and this one will too.
I am hoping that with SGY, we are able to get to the point where some of this money will rotate into the oil sector as the next big profit opportunity. I don't think this has been said, but I do think it might be an important factor.