The Consensus Is Still Underweight in Commodity Related Stocks

We do not only think that people that's flowing out of the energy sector, we have circumstantial and observable evidence that they do not own this stuff. So that's why you see on days like today when it comes in and it's super cheap on support. The smart traders that don't have an allocation there yet say I'm going to take advantage of this price action and get into the energy market while it's down. And so they will reward it today so when you give the energy bowls. Some money to make and some, you know, drive powder. That's when the trade starts rolling your direction so we'll see what happens.