George Noble says Schlumberger has outperformed Microsoft by 100% over three months, calling it early evidence of a rotation from tech into energy. He links the view to falling foreign Treasury demand and a widening gap between US debt issuance and growth.
published
George Noble says Schlumberger has outperformed Microsoft by 100% over three months, calling it early evidence of a rotation from tech into energy. He links the view to falling foreign Treasury demand and a widening gap between US debt issuance and growth.
Latest documented BWB result
$META market result
I sold the $META $655 Puts 9/25 for $7.60
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