(Evercore ISI) Energy stocks will rise as economic conditions and oil mkts recover. However, adverse cap management and poor alignment b/w Boards and CEOs, and shareholders, portends uncompetitive perf vs. S&amp;P 500 over med-term.

Best: $CVX $COP $PSX

#OOTT #EFT

Worth the read👇🏻 https://t.co/e8Q0YqLhXC