Hey guys,

Every time I feel like it’s time to take the training wheels off and go heavy to the long side, I’m reminded how important it is to have bearish bets on… or you’ll get crushed.

This market gets rolling waves of bad news that sends it into a tailspin. I’ve been saying this all year, and I’ve been right. So it’s crucial to have hedges, and we’re long really the only bullish play in the market right now… energy. Let’s discuss…

LFG!