Is This Still an Expensive Stock?

I think you're going to see the compil, come at least at the pandemic lows, okay, from March of 2020 and possibly sort of below that. I'm not there yet because I still think this is an expensive stock. The idea of kind of starting to dollar cost average on some names that might benefit from some of those tailwinds that we talked about are engaged in these big secular moves. That's great, but the violations and the capitulation have to line up and they haven't happened yet. All right, here's one where we haven't seen capitulation. We've talked about it a lot, Guy, but I want to talk about crude oil.