Funny you should mention it. A few years ago energy was about half my portfolio but these days I don’t seem to be seeing it showing up on my radar. Maybe time to tweak my radar again...
Pretty interesting thread over here
Obamanomics: M1 Multiplier and M2 Money Velocity Fall to New Lows, Labor Participation Collapsing
http://www.freerepublic.com/focus/f-bloggers/3078480/posts