Buy the Dip in Energy, Sell the Tech Slump: Navigating Trade War Volatility

The U.S. manufacturing sector is in free fall, but that's exactly where the opportunity lies—for those willing to look past the chaos. The May ISM Manufacturing PMI report confirmed a third straight month of contraction, diving to 48.5% as tariffs and trade wars strangle demand. This isn't just a blip—it's a seismic shift. But here's the twist: this pain is fueling a gold rush in energy and infrastructure stocks. Let me show you where to plant your money—and what to flee now.

The Manufacturing Meltdown: A Clear Warning Sign
The PMI data isn't just bad—it's historic. Manufacturing has now contracted for 27 of the past 28 months, with new export orders plummeting to a 14-year low of 40.1%. ****. Industries like Transportation Equipment and Food Production are hemorrhaging jobs, while tariffs on steel and aluminum keep costs soaring. This isn't a sector to bet on—yet investors are still clinging to global supply chain stocks like they're safe. They're not.

Action Alert: Sell Tech and Supply Chain Plays—Now
The writing is on the wall for tech and multinational firms. Companies reliant on global just-in-time supply chains—like chipmakers or automakers—are stuck in a tar pit of delays and tariffs. The recent 7% plunge in semiconductor stocks after China's counter-tariffs hit memory chips? That's just the start. Avoid anything that needs to cross a border.

The Energy Boom: Where to Bet Big
While manufacturing crumbles, the energy sector is roaring. Natural gas prices are up 22% year-to-date, and oil's volatility is creating buying opportunities. Here's why this isn't a flash in the pan:

1. AI's Appetite for Power: Data centers are guzzling energy, and natural gas is their fuel of choice.
2. LNG Exports on Fire: U.S. LNG shipments hit record highs in May, with new terminals like Plaquemines and Golden Pass supercharging exports.
3. The Infrastructure Play: Pipelines and storage—like LandBridge's (LB) network—are the arteries keeping this boom alive.

Three Stocks to Buy Now
- Talen Energy (TLN): At $43/share (up 15% YTD), this nuclear-and-gas hybrid is Amazon's go-to for data center power. .
- LandBridge Company (LB): Near its $80 breakout point, this pipeline giant is expanding into AI hubs.
- National Fuel Gas (NFG): Shale gas kingpin with a 4.5% yield—perfect for income hunters.

ETFs for the Momentum Trader:
- IDOG: Up 17.8% YTD, this dividend-focused fund dominates with energy and utilities exposure.
- MOAT: Targets companies with “moats” like pipeline monopolies—think LandBridge and National Fuel.

Why Oil's Dip is a Buying Opportunity
Crude oil's $55/barrel price is a panic sale. Yes, OPEC+ just boosted production, but this misses the bigger picture: U.S. shale is slowing. Permian Basin output is down 17% as drillers retreat from low margins. Meanwhile, China's end of a 125% ethane tariff opens a $10 billion export floodgate. ****. Buy the dip here—this is a multi-month bottom.

The Bottom Line: Go Long Energy, Short Supply Chain
The trade war isn't ending soon. Manufacturing's pain means energy's gain—use this volatility to load up on infrastructure and utilities. Tech? Save it for another day.

Act Now:
- Buy TLN, LB, NFG on dips below $42, $78, and $40, respectively.
- Layer into IDOG and MOAT for diversified exposure.
- Avoid anything with “global supply chain” in its prospectus.

The next six months will reward the brave—but only if you're in the right sectors. The energy train isn't slowing down—jump on now.

This is your moment. Don't miss it.