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By my naive estimate oil sector as a whole is fairly valued at the moment.

Historically they say it was two times bigger %% of S&P than now - but this may mean just that S&P is twice overpriced and is poised to prolonged bear market.

Raising rates and the market being in kind of state of denial suggests we’re still in early stage of the bear.

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random question, why do you use a picture of what i presume to be of yourself from 40-50 years ago?

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Random answer, nostalgia

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