Some folks know that I (along with @TaviCosta ) like commodities here. I& #39;m long a few ideas in this sector but have a read of this piece about how overloaded the short side maybe on XOP OIH w 40% of shares short

https://www.ft.com/content/a456ee76-5a63-11ea-a528-dd0f971febbc">https://www.ft.com/content/a...

h/t to @jessefelder for the original find

Guys 40% of the shares in the mentioned ETFs are short. Jesse Felder posted on it and almost no one noticed it nor did any one on FT& #39;s website really pick up on it either..

Almost no one picked up on this thread except @MaryPChapman @2020Upstream & @TaviCosta ., The energy sector was left for dead. Now the sector is in turnaround mode in about a month https://tinyurl.com/Energy-Sector-Turns">https://tinyurl.com/Energy-Se... enjoy the run. The #InflationWillBeEpic!