Energy

Energy companies got so much more lean and mean on their balance sheets back in 20 20 when things were so poor. Even with energy prices where they at, they're still so much above their break even points that i think it's really a stilly good play to hedge against inflation. Conico just raised. There's about eight %. I think they they can do it. But slumbers day's been along for a long time. Its catch flow positive even through their worst times. And i think drilling will continue. So the wading of energy to the s and p is so gross underweighted, it's going higher.