Oil Versus the Market in the Short Term

Opec acted way too soon it just bitfuddled me when opec essentially announced it's two million barrel cut to quotas um when brent was still around 90. Under positioning which is kind of the second move phenomenon i've talked about is likely to happen q1q2 as that does we're likely to see correlations go more to one and i think the energy space will get dragged down with it. There's going to be no place to hide in that kind of a ball event and ultimately i do think the energy will come out of that looking like the cleanest shirt and an otherwise very dirtyUm you know basket of laundry and i think that's a secular opportunity thank you

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