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Long NIB, long SOYB, long SLV. Backed off on copper (via FCX) after you mentioned it as a bearish play on the show... 7/25/19

THIS should scare the crap out of every driver in America. 
 
I rarely quote fundamentals... and this is one of those rare cases. Auto-sales: Number of SUV/CUVs and pick-up trucks sold vs. cars. 
 
i.e. gas sippers vs relative gas guzzlers 
 
We're only a major tropical storm/hurricane away from another 2008 spike imho 7/26/19