First Word
Mon, March 7, 2022 | 7:50AM ET

Oil surges $9 to $130, but is 3% of consumer wallet, below 4.5%/6.5% in 2008/1980. $200 oil = 4%

We publish on a 4-day a week schedule Monday Tuesday Wednesday SKIP THURSDAY Friday STRATEGY: OIL SURGES $9 TO $130, BUT IS 3% OF CONSUMER...

Tom Lee's Equity Strategy
Fri, October 8, 2021 | 7:43PM ET

“Demand Destruction” Is Overblown: Why $80 Oil Today Equals $110 Oil in 2014

Consider the following: - $80 oil = $3.22 gasoline - Based on BEA data, gasoline purchases as percent of household purchases is now 2.35% of...

First Word
Fri, October 8, 2021 | 7:50AM ET

"Demand destruction" overblown. Why $80 oil today = $110 oil in 2014

To put gasoline in perspective, take a look at this chart by howmuch. net.  We highlighted gasoline share of total wallet.  And you can see...

First Word
Fri, April 23, 2021 | 3:28PM ET

Small-caps breakout underway and Oil is +1% above 2019 levels, but XLE/OIH is -21%/ -33% lower...hmmm

The other sector that we think will soon be a major beneficiary, if US COVID-19 cases are legging down, is Energy.  Energy is arguably the...

First Word
Fri, April 16, 2021 | 7:50AM ET

COVID-19 UPDATE: Israel daily cases (per 1mm) now 26 vs 952 (Jan). ND and SD could see "obliteration" by June. Oil prices key to direction of Epicenter trade...

The lag between penetration of vaccines and cases falling is due to a few factors including the fact that vaccines take time to become effective. ...