The energy sector playbook everyone's running on right now assumes geopolitical risk stays priced in forever. (https://www.marketwatch.com/story/mortgage-rates-jump-to-their-highest-level-in-a-year-and-show-few-signs-of-falling-4d485df0?mod=mw_rss_topstories), which means the Fed's standing pat but the market's pricing September hikes—that's a duration trap disguised as a tailwind for $CVX and $XOM.

Research these companies