Some folks know that I (along with @TaviCosta ) like commodities here. I'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

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'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 enjoy the run. The #InflationWillBeEpic!