@NAFOmememaker@Ross__Hendricks Supply near zero? China imports are down, demand there has peaked same with USA and Europe. USA and South America growing supply. Inventories build in 3 to 6 months and we enter a bear market.
@calvinfroedge Calvin you do amazing work. Question - the crude curve has moved up $10 to $12 since this began after tonight move. Isnt this fundamental sensible if things are headed to resolution, all about rate of change?
@MPelletierCIO Actually this chat is very misleading. Look at the S&P 500 materials index. The majority of the weight has little data center exposure.