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Re: None

Friday, 04/05/2024 7:01:22 PM

Friday, April 05, 2024 7:01:22 PM

Post# of 7858
The jobs number came in strong and unemployment remains low

The market slide from yesterday afternoon bounced back pretty well

All the new GDP growth needs energy and demand is projected to keep crude markets tight enough to kiss the low $70’s bye-bye

WTI closed just short of $87

It seems to me that valuations of most equities are still quite lofty considering how volatile the international fabric has become

I’m in an optimistic, but defensive allocation

Big on cash, a selection of strong core equities, and one speculative GOM independent exploration stock

I think GSPE is my most intriguing holding and I find the discussions and information shared here are the most interesting

We have the best tunes here too smile

Peace … (please)

spec


- Foglifter -