Energy remains my top sector for 2026, with structural underweighting in the S&P 500 and compelling long-term rotation potential. Oil market dynamics are complex: inventory drawdowns, geopolitical ris

Viper Energy, Inc. has completed several acquisitions. The latest was Riverbend. Recent deals, including the Riverbend acquisition, were likely negotiated before the sharp rise in commodity prices. VN

Viper Energy offers a compelling royalty model, strong cash flow, and shareholder-friendly capital returns, but current valuation limits its appeal. VNOM trades at 17x forward earnings with a 5%+ yiel