Hello, fellow, Rebel capitalists, hope you're well.

So I really wanted to encourage you

to listen to the most recent episode of Macro Voices.

My favorite podcast, and it just so happened to feature my good friend and

business partner, Lynn Alden. Everybody's favorite. And I wanted to discuss a couple of

her ideas that she had, her investment ideas for

two thousand twenty three and one in particular because it's very outside of the

box and I think you guys are really gonna get a kick kick out of it. So first and foremost, I want to give credit where credit is due and go over, let's see, got the screen share going, let me do that. Let's go over, this is the episode I'm referring to it was just

I think the most recent Thursday night episode 359 and that's three of my good friends here

we got Eric Townsend Patrick Sorezna just hanging

out with Patrick in Columbia a few weeks ago we're having a great old time and then

of course everyone knows Lynn so Lynn was discussing with Eric kind of her overall macro view and in some of these

investment ideas. Now one thing that she nailed which Eric discussed is the floor on the price for oil.

So I guess the last time that Lynn was on this

maybe three or four months ago, something like that.

She said that she assumed that the low for oil would be right around $70.

And Eric said that it, you know, he follows this market religiously.

I mean, he's on top of it non-stop and that's kind of his area of

expertise is the oil market and it got down to $70.8 cents that was the recent low so

Lynn just absolutely nailed it and she sees there being a lot of

tailwind for oil and energy because of a couple things.

Number one, China reopening.

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