Being stuck in New england working too much I guess that I missed the weather in the rest of the country. Had I read the following when it was published on Dec 2nd maybe I would have been in IYE sooner.

Best, Worst Energy and Natural Resource Funds:

"Blame it on the weather. This year's unexpectedly calm hurricane season has made meteorologists seem more like economists. Now the weather system that held crude oil prices down from September through late November as unseasonably warm temperatures prevailed has buried half the country in a blanket of snow, and prices are headed higher again. "