...yes, I won't discount that, though you waited too long...

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    ...yes, I won't discount that, though you waited too long holding the last time, which I recall you said that supply was an issue (the false supply narrative) and I said it is all about demand.
    ...oil and oil stocks could rally ahead of a Trump victory, but beyond that or unless the market sniffs an impending recession, demand destruction narrative would be a strong headwind for the sector.
    ...cyclicals are not meant to be held perpetually. You simply lose back the gains made, recover and have little to show for over 5 years. Make no mistake, recession destroys the oil sector. Everytime. With or without Trump.
 
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