We believe three of the most relevant themes are well productivity, OFS deflation, shareholder return, and natural gas negativity, and some of our overall favorite companies are FANG, APA, PR, MTDR, AR, and NOG, notes Neal Dingmann. He discusses how markets are higher to begin September. He then puts the energy sector in focus, as the price of oil has remained within an ~$10 range the past year, many investors we speak with suggest they continue to look more at various energy/E&P themes than actual fundamentals. He looks at areas within the energy sector that could outperform. Tune in to find out more about the stock market today.