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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (5460)	9/23/2022 12:12:58 PM
From: sixty2nds	1 Recommendation Recommended By Winfastorlose Read Replies (2) \| Respond to of 10745

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.