The Commodities Guy

oil trader at a super major. finance, tech, basketball, football.

[The Commodities Guy @CommoditiesGuy]

@LordPos3idon I feel seen on the oil side. Id say 70delta rally a buck or more tomorrow. I think you’re spot on that it’s a screaming sale. Failures at the 100 day are typically are more violent, and a slide looks like it’ll create a head and shoulders which will create death cross 50v200

[The Commodities Guy @CommoditiesGuy]

@heresyfinancial Love this as a proxy. We’re about 70% higher basis my college class. Curious why they exclude home equity in these numbers and how that affects the tables. I have a disproportionate amount of my real net worth (not qualified here) tied to home equity. @grok any ideas?

[The Commodities Guy @CommoditiesGuy]

@gbrew24

[The Commodities Guy @CommoditiesGuy]

@rajasark Surprisingly strong Theon gif library

[The Commodities Guy @CommoditiesGuy]

@rajasark All I’m getting at is that exporters aren’t placing oil bc it makes them feel good, they do it when arbs are open and there’s a commercial incentive. Currently, it looks to me like it’s open, but placing it is tricky bc alternatives are cheaper.

[The Commodities Guy @CommoditiesGuy]

@rajasark Ya. I think it was a placement issue bc they opened the Strait. Arbs ripped. Cargoes unwound and dumped into usgc. Phys re-opts from Middle East.

Around we go

[The Commodities Guy @CommoditiesGuy]

@JuneGoh_Sparta @Nick_duCat Wildly underliked tweet

[The Commodities Guy @CommoditiesGuy]

@ekwufinance Profit taking

[The Commodities Guy @CommoditiesGuy]

@Rory_Johnston Show us your military record @Rory_Johnston

[The Commodities Guy @CommoditiesGuy]

@ALikhodedov @Rory_Johnston @UnintendedCons5 @OilCfd @CRUDEOIL231 Phys arbs closed. The trade is over. For now.

[The Commodities Guy @CommoditiesGuy]

@SchrodingersAlt not % of book

[The Commodities Guy @CommoditiesGuy]

@robin_j_brooks Monster exports are explained by open physical arbs, which displace scarcity to visible inventories in the US.

Have you considered onlyfans or feet videos?

[The Commodities Guy @CommoditiesGuy]

@NoLimitGains Boner candle

[The Commodities Guy @CommoditiesGuy]

@tleilax___ @bonk_223 @AoifeMFoley @AJEnglish Not me. I’m more of a lurker. Content my team produces typically stays internal unless I’m summoning a group for a layup. Q/u ti is a layup

[The Commodities Guy @CommoditiesGuy]

@business Those guys are crooks. Same team bankrupted a trading commitment years ago and spun out into the spac.

[The Commodities Guy @CommoditiesGuy]

@JuneGoh_Sparta Oh you should definitely join us circus freaks. It’s riveting

[The Commodities Guy @CommoditiesGuy]

@annmarie Did you expect it to go up $8 everyday until the Strait opens?

[The Commodities Guy @CommoditiesGuy]

@EnergyPeddler We don’t. We are above that. Take solace in your new lake house next March.

[The Commodities Guy @CommoditiesGuy]

@ALikhodedov Also sold some downside vol like a psychopath

[The Commodities Guy @CommoditiesGuy]

@ALikhodedov I cut outrights, calls and some sprds today as well.