Actionable: we have backed our lowest #oil stock offers up 20% from Friday's closes, our highest remain at 50% above Friday's closing prices.
Assuming no resolution in the current conflict #crudeoil could hit $150 this week. We are in the blow off top phase (not peak yet).
Assuming no resolution in the current conflict #crudeoil could hit $150 this week. We are in the blow off top phase (not peak yet).
Any positive resolution will likely see a material drop in #energy commodity prices at the margin.
This is a once in 40, maybe 50 year event unfolding, enjoy the ride, temper the greed.
We continue to be excessively long #energy, particularly #uranium (lagging at this point).
This is a once in 40, maybe 50 year event unfolding, enjoy the ride, temper the greed.
We continue to be excessively long #energy, particularly #uranium (lagging at this point).
On the cycle bottom side of the equation, we will be be continuing to accummulate the cheapest country valuations in 50 years (or certainly since Indonesia 98), doing the opposite to the masses is key for being early on an emerging opportunity.
#investing101
#investing101
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