um I think that there's the temptation to go in what's worked but I think what's worked is actually very very risky here. So specifically I think oil tankers some of the tanker experts who I follow um are are ex you know encouraging caution because yeah there's very high rates right now and yeah tankers are getting hit which is sort of uh perversely very bullish for it's direct kinetic supply restriction of tankers but there's a big build cycle
So specifically I think oil tankers some of the tanker experts who I follow um are are ex you know encouraging caution because yeah there's very high rates right now and yeah tankers are getting hit which is sort of uh perversely very bullish for it's direct kinetic supply restriction of tankers but there's a big build cycle