FLASH INTRADAY: Energy FOMO --> Food for thought

STRATEGY: Energy Sector (GICS 1) is now up 32% YTD
I am sending this intraday comment as I think it is becoming urgent for our clients to have some Energy exposure.  While the sector is puny (~2% S&P 500 weight), the rise in the sector YTD is now potentially creating performance issues, for those underweight Energy.

- YTD Energy is up 32%
- beating any other sector by a country mile

Source: tireless Ken of Fundstrat and BloombergEnergy is a misunderstood sector, and in the coming week,...

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