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Strategies & Market Trends : The Art of Investing
PICK 56.21-1.5%Jan 16 4:00 PM EST
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To: Sun Tzu who wrote (5460)9/23/2022 12:12:58 PM
From: sixty2nds1 Recommendation

Recommended By
Winfastorlose

  Read Replies (2) of 10746
 
Hello all,

I believe Harris Kupperman who runs a Deep Value Fund and has a website Adventures in Capitalism is correct. In interviews over the last several months he sees Fund Redemption Notices forcing selling in Oil...
It appears we approach sell what you can time.

I'm not selling my CVX, EPD, or RECAF.

Russia has doubled down.
OPEC has said they will cut capacity.
The SPR pumping will stop.
At some point it will be replenished.

I am in the Super Cycle for Commodity Camp.
It is early in the cycle.
I began building my Oil Position 2 years ago.
Was topped up so to speak by January 2021.
I recently added to the RECAF.

Cheers,
S.
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