🟢 [E2095] Rick Rule is value-oriented and pivoted to Oil/Gas late last year, saying XOM could quadruple over 4 years. ISM just printed above 50.

🟢 [E2188] Dewy cycles book said lot of times when cycle gets skipped the next cycle comes in right where it would have been anyway. Seems possible we had one flat manufacturing ISM cycle skipped and starting next one soon - could be another 4 year one.