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entropycapital

Refiners : Crude Recovery Play with limited equities market risk

Viés de alta
CRAK/SPY  
entropycapital  
CRAK/SPY  
Trend Lines Beyond Technical Analysis Fundamental Analysis ratiotrading CRAK SPDR S&P 500 ETF (SPY) Crude Oil refineries
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trendline beyondta fundamental ratiotrading crak spy crudeoil refineries
A great way to play crude recovery is long CRAK - the oil refiner ETF vs short SPY (overall large caps). Refiners have better margins with low oil prices and looking at their margins is a good way to gauge the demand for physical. The ratio has broken 0.7 and I expect to see it at 0.9 or a 30% return as recovery gathers steam.
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