I Don’t Make The Rules

L/S Cyclicals. Sarcasm honed through years of cynicism. Whatever the opposite is of financial advice.

[I Don’t Make The Rules @IDntMakeThRules]

@TeddyGambino RIP to the two dozen pod analysts slinging mid-cap shitco’s on basin differentials

[I Don’t Make The Rules @IDntMakeThRules]

@TeddyGambino Can’t wait for those sweet sweet zero premium deals

[I Don’t Make The Rules @IDntMakeThRules]

@P_Remarks Bessent forgot to hit “enter” on the govt VWAP market buy program until 12:30

[I Don’t Make The Rules @IDntMakeThRules]

@cap_zay And that’s even if there were no supply chain bottlenecks (I.e. turbines)

[I Don’t Make The Rules @IDntMakeThRules]

@blueprintsmb22 You forgot “Pod shop PM agent”

https://t.co/vXl7FGf9d8

[I Don’t Make The Rules @IDntMakeThRules]

@CorneliaLake I knew him in his UBS days, he was untouchable

[I Don’t Make The Rules @IDntMakeThRules]

@blueprintsmb22 Is it a question of demand concerns? Or not being able to pass through price? Or maybe working cap mismatch as raws go parabolic?

Brutal YTD for a pod playing for idio in a sea of shoot-first, ask later bucket trading on headlines with no certainty

[I Don’t Make The Rules @IDntMakeThRules]

@blueprintsmb22 “We’ll get paid on the print, before then it’s just bad luck“

[I Don’t Make The Rules @IDntMakeThRules]

@resourcebull Is this Industrial Revolution in the room with us?

[I Don’t Make The Rules @IDntMakeThRules]

@BlackSailsRsch Can’t DM you

[I Don’t Make The Rules @IDntMakeThRules]

@JavierBlas How do you get the new US diluent to the coast for export? Do they get barged to vessel offtake in the GC?

[I Don’t Make The Rules @IDntMakeThRules]

@econ_713 As a result of hedges rolling off? Or frac count finally unable to keep up?

[I Don’t Make The Rules @IDntMakeThRules]

@ContrarianCurse Currie making his comeback, eh?

[I Don’t Make The Rules @IDntMakeThRules]

@P_Remarks “A reversal would risk recession. We can’t afford to go backwards.”
As if 70% of the economy isn’t already in one?

[I Don’t Make The Rules @IDntMakeThRules]

@liensofnewyork Mid-terms

[I Don’t Make The Rules @IDntMakeThRules]

@rev_cap Cheaper than stimulus checks