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Ridiculous. Commodity prices are not falling nor are they going to fall. Energy sector was responsible for 60% of the profits in the S&P 500 last year.I wouldnt worry, not would I pay attention to what these analysts have to see. The market is going to get nasty and energy is one of the few places to hide.
You do realize, of course, that these are the drilling rig suppliers and servicing stocks that either rent the rigs or drill the wells for the industry and NOT the E&P or producing stocks?