The Rising Influence of Rising Affluence

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No special reason. I was looking for companies that would have outsized GOM exposure relative to total production as a guess that Harvey would impact those the most. As it turned out, it didn't do much better than if going long XLE which means there were probably better rebound plays out there. I have some CRC from below 7 (spun off from OXY) that have no offshore exposure. Those will be gone too at options expiration unless I decide to roll the calls. CRC has $24/bbl lifting cost on average if recollection serves.