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Tough Spot For Fed + SVB Coffee Crisis Chat

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Energy Stocks Are Getting Ignored Again

For oil to go lower from here and to certainly drop below kind of the quote sbr price of 70 we really have to start to think about what's being incorporated into that which would be a very large economic slowdown. Energy stocks will be you know are getting ignored here or thrown out yet again if you're bullish on the economy or given a soft landing person it's hard to ignore energy. Where you want to be is the actual physical gold an instrument that actually has gold behind itGold backing it gld in my opinion if you really read through some of this shit is a flawed instrument now danny i know you have thoughts on that.

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