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So Deej:

Assuming your affiliation allows you to answer this, what would be examples of what you see as good plays?

I for one hope we do not see oil go much higher, as I am in a global business (making furniture in asia that is primarily sold in North america) and higher shipping costs are not a good thing. On the other hand, I think that we need to at least level off here to get the US out of the gas guzzling habit so that the resources can be turned to "higher and better uses" of oil such as containerized ship lines, air travel etc (admitting my bias towards globalization).

That said, what would you see as good plays?

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