I’m curious what people think about this trade? Specifically, I am looking to buy puts on downstream energy companies.
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Energy prices must come down to quell inflation. Energy is a large contributor and affects the costs of other baskets.
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Energy prices must come down to further cripple Russia. Given the makeup of their economy, this is in our best interest.
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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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