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I believe that United States energy independence is a myth. While it is clear that shale oil and gas production has rapidly expanded, so has the cost of production. I am a contrarian in search of beaten down stocks and sectors. In particular, I am extremely interested in the energy and precious metal markets because of the relationship between geopolitical events, supply and demand, and the economy. I believe in peak cheap oil and have learned a great deal from following the late Matthew Simmons, Jeffrey Brown (ELM Model), Art Berman, David Hughes, Eric Sprott, John Embry, and many others.