out last week - gltahopefully chrd will move up again. oil and equities look constructive. not a big fan of acquirer share deals (2 bucks lost already), becomes US with withholding and currency variations, many other can oil stocks to play with (sold erf before). buy nvda with the proceeds (joke)...
Energy looks like a catch up trade for now, expecting a shock or a good correction at least with macro sliding before the election, although geopolitical could go either way for oil price, maybe other events after, probably geoplotiical or us domestic issues. positioning accordingly
slb oih for a trade?