A straight-forward (and nicely contrarian) trade idea for you today:

Energy stocks are the unloved underdogs of the S&P 500, which is exactly why one veteran investor is loading up on them. Leo Nelissen over on Seeking Alpha argues that smart money is quietly accumulating oil & gas names despite their recent lagging performance, noting that today’s ~$80/barrel oil is unsustainably low for producers and OPEC alike.

He highlights high-yield “picks and shovels” like royalty firms (e.g. Viper Energy, Kimbell Royalty) and Canadian producers as stealth winners, boasting strong balance sheets and fat dividends. In a market obsessed with tech, this contrarian wager on ye olde black gold offers both rich income now and potential upside later. As Nelissen quips, today’s pessimism could turn out to be a rare buying opportunity in hindsight.

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On Morningstar’s The Long View, veteran advisor Nick Murray delivers a masterclass in behavioral finance with a light touch of humor. Murray recalls starting his career amid the brutal 1973–74 bear market, we’re talking about a “frightful period” of stagflation and 50% stock plunges. 

The priceless lesson he learned? “Crises end.” Problems seem unsolvable until, suddenly, they are solved. Economies heal, earnings recover, and those who kept investing reap the rewards. It’s a perspective today’s doom-scrollers could sorely use. “You end up wishing you had more time and more money to invest during the disaster years,” Murray chuckles, reflecting on how temporary even the worst downturns prove to be.

Murray argues that investors’ true enemy is often the face in the mirror… our instincts to flee at the bottom or chase fads at the top. As the media keeps fretting over recessions or market bubbles, Murray’s long-term lens is both reassuring and galvanizing. Consider this episode a friendly tap on the shoulder saying, “Relax, and stay in the game, because the market’s long-run victory march hasn’t been cancelled.”