Puts on Energy?


I’m curious what people think about this trade? Specifically, I am looking to buy puts on downstream energy companies.

  1. Energy prices must come down to quell inflation. Energy is a large contributor and affects the costs of other baskets.

  2. Energy prices must come down to further cripple Russia. Given the makeup of their economy, this is in our best interest.

  3. Short term, the only way to impact energy prices is to reduce demand. Fed can kill global demand by continuing to raise rates, which believe they will.


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