Source Post

This “ALWAYS” Happens in an Oil Crisis (IT’S TOO LATE!)

Mar 26, 2026

The creator discusses the historical pattern of investor behavior during oil crises, highlighting how fear often leads to predictable mistakes like chasing energy stocks at their peak and selling quality businesses at a discount. The creator intends to analyze a specific high-quality stock that has recently sold off.

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Tickers discussed in this post

CRMBullishMedium ConvictionSignal-backedPrimary

Salesforce (CRM) stock may be an opportunity due to market-driven price drops, despite concerns about AI and growth slowdown, as the company is integrating AI and its core business remains strong.

CVXNeutralLow ConvictionResearch Only

Chevron was mentioned as an example of an energy stock that performed well in 2022 during the Russia-Ukraine conflict but underperformed in 2023.

XOMNeutralLow ConvictionResearch Only

Exxon was mentioned as an example of an energy stock that performed well in 2022 during the Russia-Ukraine conflict but underperformed in 2023.

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