thought provoking as always Cha.
Agree on oil, counter-intuitive. Think it's just jumping on the back of the wider commodity spike. Same with coal anywhere outside US. Uranium should find itself under yet more pressure. Not aware of any direct Trump support and with coal, gas, oil set to remain oversupplied (OPEC pending) then should see more competition for energy all round.
Nice little hedged pair trade. Long metals, short energy.
The Brains Trust - 2016, page-13274
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