YWR: Your Weekend Reading

YWR: Your Weekend Reading

YWR: Who am I Sector?

Erik's avatar
Erik
Jan 06, 2026
∙ Paid

Hi…

Sorry to interrupt all the repetitive rehashing of the Venezuela news, but is it OK if I tell you about myself and an investment idea for 2026?

I’m an important sector and I’ve been trading sideways for over 15 years.

But I’m on the verge of a big move, and I thought you might be interested.

The set up is that people are consistently negative on me, not that they ever do any work.

Everyone is negative, but I’m showing attractive earnings upgrades.

I was up 30% in 2025, but my government wants me to go a lot higher.

And I’m trading at a 55% discount to my global peers.

If you look at my numbers and compare me to everyone else, you will probably feel, like I do, that it doesn’t seem right.

If you decide to you want to own me I’ll pay you 6% in hard currency.

And if you want to get massive in me you can.

I’m $1 trillion in market cap and trade like water.

Who am I?

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