Oil price around 100 is reasonable, since it was considered cheap to begin with if adjisted for inflation. It does not exactly matter if it rises or pull back. Just go for the range of 70+ to 110. Surely it will benefit oil stocks nevertheless, and of coz the US. Energy will automatically grow too anyway due to rising demand from the AI narrative. Prolonged war merely let traders reap the benefits from it, so should not be too worried. Would not really adjust my portfolio. Cash is worthless in a way. Just milk the AI until another new story.
