The contrarian gets the attention, especially when the theory suggests decelerating momentum for one of the economy's most vibrant sectors of late--technology--in exchange for a renaissance for one of the most moribund: Energy.
How does the swap work? Forbes contributor Joel Moser, an investment advisor who covers energy and infrastructure, may have an axe to grind here but the rationale makes some sense. Moser writes of the energy sector in 2016:
While it may be too soon to anticipate a spike, expect prices to start to return to the territory of fully loaded basic unconventional production costs which vary by region but let’s call it around $50 to $60 a barrel –I don’t buy the immediate price dampening potential of rapid redeployment of unconventional production infrastructure story, as these things take some time.
You might want to have a look-see at why he's calling for the demise of the tech boon.