Valero is an amazing shortable opportunity: he is very bearish on the refiners at these upper levels and still holds a Valero short near break even. He thinks it comes in at some point, though it has been resilient.

So like Valero had I think Valero was down today, but Marathon Petroleum, Sutton Core, some of those other ones did very very well today. Uh let's take a look at Valero. Valero by the way, amazing shortable opportunity here in my opinion.

So actually I'm actually very bearish on the refiners at these upper levels.

I do have a short on Valero I'm still holding. We're basically break even on that with smart money stocks and ETF members. But, um but I do think at some point it comes in, but certainly it has been resilient like crazy and it has not been good for inflation.