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To: Wyätt Gwyön who wrote (63158)	6/8/2006 7:23:56 PM
From: UncleBigs	Read Replies (1) \| Respond to of 110194

low energy spx weighting has as much to do with overvalued tech and financials. low mpg vehicles, reduced driving, a nasty global recession, a mild hurricane season, an iranian settlement can devastate the energy bulls. oil is a commodity where price is extremely sensitive to incremental supply/demand. I'm a long term energy bull but the downside over the shorter term can be severe. it's best to have plenty of dry powder for a big pullback.

To: Wyätt Gwyön who wrote (63158)	6/8/2006 7:28:54 PM
From: UncleBigs	Read Replies (1) \| Respond to of 110194

there are plenty of reasons to be bullish on energy. the idea that it's contrarian isn't one of them. Cramer touts energy all the time. It's a crowded bull trade with very low short interest.