Ben, I have just one word for you, one word: "plastics".

ExxonMobil is approaching the market cap of the largest company, General Electric.

This brings to mind a thought I had a while back. Is energy the new tech?

Pop quiz: What do many people require every day, ad infinitum?

1.) The Internet.
2.) Pets.com
3.) A new PC.
4.) A Cisco BMF Router.
5.) Energy.

The other thought I had in mind: Is energy the new gold? Inflation hedge/end of the world hedge/dollar declining hedge.

I don't know the answer, I just had those questions running around in my head. [Plus this image of Jennifer Garner in a schoolgirl outfit, but I digress.]

P.S. You probably already know this, but most plastics are made with hydrocarbons.