SO Forecast + Trading Strategies


Bullish Case: Southern's consistent investments in renewable energy and the regulated utility business provide strong cash flows, coupled with favorable historical returns and significant upside potential.


Bearish Case: High volatility and increased regulatory challenges could negatively impact Southern's operations, along with potential increases in interest rates and competition from alternative energy sources.


Potential Outcomes:

1. Increased investment in renewables drives growth (35%).

2. Rising rates raise costs, hurting profits (40%).

3. Regulatory changes cause volatility (15%).

4. Geopolitical risks disrupt operations (10%).


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July 03, 2024










Correlated Assets

Assets that tend to move strongly with SO



ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.71)


XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.34)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.47)


LI Forecast + Options Trading Strategies   LI  Li Auto (-0.58)



Uncorrelated Assets

Assets with little price relationship to SO



XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.34)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.47)


LI Forecast + Options Trading Strategies   LI  Li Auto (-0.58)


ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.71)



Anticorrelated Assets

Assets that tend to move strongly against SO



ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.71)


XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.34)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.47)


LI Forecast + Options Trading Strategies   LI  Li Auto (-0.58)





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