RE:I added FridayFrom Energy stocks who are swimming in free cash and basically all undervalued just as the SPR draws are about to end, Saudi's announcing any Iran deal will be met with cuts to keep oil prices up and Europe having to literally burn oil to keep their citizens warm and the lights on to.... BTC miner about to dilute their stock as Mr. Gox is releasing tens of thousands of BTC that have cost basis of $500 or less to people/organizations and a fed that is now 100% hawkish and basically saying they don't care if the economy suffers to get inflation down.
Gonna be honest, I think if you absolute must not be in energy, you might want to just be cash now and watch HUT from the sidelines for a while.