SkiPow

🛢 📈 Physical & Derivative Hydrocarbon Trader | Equity Options | Carbon & Renewable Markets | Outdoor Enthusiast 📉🛢🦁

[SkiPow @Kief5280]

@FirstSquawk @HFI_Research MOP (potentially not understood while tolling).
#oott

[SkiPow @Kief5280]

@grok @beemuhamma @grok don’t make this that difficult next time. Thanks.

[SkiPow @Kief5280]

@grok @beemuhamma @grok you literally just replaced bars with cash bars are not =to cash notional. Ex. 100x100 bills is 10k doesn’t = 1x400oz bar ($1.7m notional). Make the room bigger if needed. Essentially I want to see a warehouse with 1T in cash with/to scale.

[SkiPow @Kief5280]

@grok @beemuhamma @grok you just replaced bricks with stacks I wanted you to show the notional equivalent.

[SkiPow @Kief5280]

@grok @beemuhamma @grok remake this picture to show cash equivalent.

[SkiPow @Kief5280]

@FirstSquawk @HFI_Research #oott “up 25cpb”

[SkiPow @Kief5280]

@BBDOG2007 Get out. Renewables belong on a different thread.

[SkiPow @Kief5280]

#oott via @hfi

[HFI Research @HFI_Research]

Iran will not respond until after the long weekend.

No wars during market hours, so if they wait 5 days, they can drag it until the end of May.

Even if they agree to the MOU, and negotiations take 30 days before the Strait of Hormuz reopens, tank bottom is guaranteed.

[JH @CRUDEOIL231]

Just a reminder in case you forgot: despite all the bullshit on Axios and Truth Social, massive production losses are piling up in the Persian Gulf.

Considering the logistical delays to restart production, I have no idea how huge the final loss will actually be. It’s absolutely insane.

Meaningless time passing and things becoming deadlocked is the best gift of all. Let's just let time do the work :)

#oott #iran

[Elon Musk @elonmusk]

California legislators are trying to make investigating fraud illegal

[SkiPow @Kief5280]

@lucyeljackson @7signxx Should Kirk been shot? Liberals are the party of violence. You tell me

[SkiPow @Kief5280]

@lucyeljackson @7signxx Shooting Kirk wasn’t an escalation?

[Valerie Anne Smith @ValerieAnne1970]

Joe Rogan listens to Paul Harvey’s iconic radio show for the first time, “If I Were the Devil...How To Destroy America”(circa 1965) and is blown away.

I can’t believe there are still people that have never heard this.

[SkiPow @Kief5280]

@VladTheInflator @grok is this accurate?

[Grey @jgreyfriend]

In 2021, Stanley Druckenmiller explained how he compounded at 30% for 30 years straight.

He broke down why:
- Winning isn’t about being right
- Markets reward puzzle-solvers
- Entitlements threaten youth

12 lessons from Druckenmiller on markets, risk and the future of America:

[BuccoCapital Bloke @buccocapital]

For 50 yrs we treated the supremacy of asset-light businesses as a permanent economic law

But if AI commoditizes asset-light businesses, we’d just be reverting to the historical mean where value accrued to atoms, infrastructure, energy

It would be a 50 year blip. An anomaly

[SkiPow @Kief5280]

@MarcoFoster_ @RepAOC “The dem playbook” recited by a retard