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To: chip who wrote (12850)	3/25/2022 3:52:55 PM
From: Rarebird	1 Recommendation Recommended By chip Read Replies (1) \| Respond to of 26251

There is no question energy remains the cheapest sector in the Market. The problem is that if we take the Fed at its word, the equity market is going to get crushed, along with demand and the price of crude oil. Most market participants like to rationalize how cheap the Market is. Although there are many stocks that are cheap, the major indices are trading at bubblicious levels. Gold and silver ( which I am very long) are currently being held up by inflationary forces and the Russia/Ukraine war. I have done well this year because I am a value fanatic and have a defensive portfolio. Commodities will get hurt if the Fed plans on raising rates as often as they say they will over the next 2-3 years. A game of chicken is being played by market participants. No one really thinks the Fed will do what they say they will. I will listen sometime over the weekend.

To: chip who wrote (12850)	3/25/2022 11:10:20 PM
From: Rarebird	Read Replies (1) \| Respond to of 26251

I just listened to the webinar, all of it. Lots of great insights there. It confirms lots of things I already knew, but haven't taken seriously enough. The major problem with supply in the oil market is that the institutions have demanded that the energy companies become lean and mean and focus on buybacks and increasing their dividends. I already knew this. I just did not take seriously enough consequences of these actions. Imagine, the big money, the institutions have demanded that the oil companies minimize drilling ( supply) and become dividend paying stocks with great balance sheets. Well, they got what they asked for!! I already have exposure to the commodity markets, but will look to increase my exposure somewhat. Thanks for posting. I did subscribe for future webinars.