And it's not just on dollar weakness either. Spot is up against...

And it's not just on dollar weakness either. Spot is up against most majors in the last few months which is encouraging. I see Brent and WTI have put in a higher low and are testing resistance. A break above current levels could be the start of a rally that adds to our input costs.

I know we're supposed to be dispassionate about our investing but I gotta admit to being a bit excited about the next few months to a year. Starting with the upcoming quarterly