Commercial mortgages just hit record delinquencies. Banks are soaring—but on thin ice.
The trigger? A $3.4 trillion stimulus bill dressed up as "relief."
But here's the deeper strategy: they're not planning to repay that debt. They're planning to inflate it away.
That means your savings… your retirement… your income—all silently eroded as inflation does the dirty work.
We break this down in our latest Wealth Protection Guide:
- The real estate cracks no one wants to talk about
- Why rising interest payments threaten fiscal collapse
- How inflation acts as a stealth tax—and how to defend against it
Download your free guide before the bubble pops
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3 Stocks You Want to Keep in Case Oil Rallies
Written by Gabriel Osorio-Mazilli. Published 9/23/2025.
Key Points
- As interest rates get cut, new business activity could boost oil demand moving forward, where these three stocks could deliver outsized returns for investors.
- Each with a different fundamental setup, the theme remains attached to bullish outcomes.
- Institutions are buying, and EPS forecasts suggest higher prices are coming.
There's a significant disconnect between oil prices and U.S. economic growth expectations, especially now that the Federal Reserve plans to cut interest rates in September 2025. Lower rates—acting like gravity on business activity and earnings—should support stronger growth in the coming quarters.
Historically, increased business activity drives oil demand. Today's low inventories—left over from past slowdowns—could trigger bottlenecks and sharp price spikes if demand surges alongside lower rates.
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That scenario suggests investors should watch several stocks poised to outperform should oil rally again. Potential standouts include First Solar Inc. (NASDAQ: FSLR), Southwest Airlines Co. (NYSE: LUV) and Transocean Ltd. (NYSE: RIG). Operating in the energy and transportation sectors, these companies could see EPS expansion and share-price gains in that environment.
Energy Affordability: Where First Solar Thrives
When oil prices are this low, most companies and consumers pay little attention to fuel costs. However, a move toward long-term highs would drive users to seek alternatives like solar power—one of the most mature and widely deployed renewable sources.
The Fed's upcoming rate cut could accelerate that shift—a view already reflected in the MarketBeat EPS consensus. For Q4 2025, analysts expect First Solar to report $5.79 in EPS, an 82% increase from its current $3.18. Since EPS growth often propels stock prices, investors use the price-to-earnings-growth (PEG) ratio to gauge whether future gains are priced in. First Solar's 0.4x PEG implies that 60% of its expected growth remains unpriced.
That disconnect has led some analysts to raise targets above the $228.80 consensus. Mark Strouse at J.P. Morgan now sees First Solar shares reaching $262, signaling roughly 23% upside from current levels.
Southwest Airlines' Hedging Will Pay Off
Southwest Airlines stands out among carriers for effectively hedging its fuel costs—a strategy that adds little value when oil is cheap but could command a premium if prices spike. That potential is already reflected in its valuation: Southwest trades at 48.9x P/E, well above the transportation sector's 13.9x average.
Markets often reward companies with clear advantages, and fuel hedging would be a major driver if oil rallies. Insiders agree: director Gregg Saretsky recently acquired 3,345 shares, positioning for a potential uptick in oil prices.
Transocean's Advantage Lies in Drilling
Should higher demand strain inventories, drilling activity will surge as firms rush to replenish supply. Transocean, with a $3.1 billion market cap, is well-positioned for this rebound, offering potentially rapid EPS growth.
Institutional investors appear bullish. American Century Companies boosted its stake by 9.8% to own $60.7 million—or about 2.5%—of Transocean shares (institutional holdings). Trading at just 70% of its 52-week high, the stock offers a compelling risk-reward profile.
Even a modest return in oil demand could drive double-digit upside. Moreover, the MarketBeat EPS forecast expects six cents for Q4 2025, swinging from a 10-cent loss today. That earnings turnaround could lift Transocean's market cap significantly.
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