RE:RE:RE:RE:Q2Correct but Energy plays are also held for an inflation hedge some of that could come off, but whatever this is a take out target ;)
VeritasVern wrote: Makes no sense Condor, if inflation declines - economic activity/buying power increases and demand for oil pics up more than now so $100+ oil.
1condor wrote: If you believe that inflation may be rolling over (although slowly) I think we may need to adjust for 70 to 80 dollar oil. This would result in a dip in oil and gas stocks.