Yahoo Finance | EN590 Commodities
EN590 Commodities GroupCrude Oil 2026-05-27T12:26:41.000Z
Oil majors now return $30B-$50B annually through dividends and buybacks while growing, a complete reversal from pre-2017 management that destroyed capital chasing volume. The analyst who called NVIDIA in 2010 just named his top 10 stocks and ConocoPhillips wasn't one of them.Get them here FREE. On a recent episode ofThe Real Eisman Playbook, Bernstein Research senior energy analyst Bob Brackett made a claim that should change how income investors look at the oil majors. "Don't compare the yields you get from a commodity company to government yields. Compare them to TIPS. These are inflation protected," he told host Steve Eisman. That single reframing is the entire bull case for owningExxon Mobil(NYSE:XOM),Chevron(NYSE:CVX), andConocoPhillips(NYSE:COP) in a portfolio's income sleeve. A 10-y
About EN590 Commodities Group
25+ years in mineral exploration and extraction. 15+ years of global commodity trading. Based in New York, USA serving 75+ countries.