Two types of people in this world: those who don’t know, and those who don’t know they don’t know. Retweets = i'm drunk and forgot my kid is in the tub..
@seowtk@Runningaep Decoded. All points valid. Timing of factors not consistent imo. Will climb into winter until some assurance of new supply, admin threats of windfall tax not helping that case either…. Perfectly suited to Trash position, not like I would ever talk my book, too sofistacated
@seowtk@Runningaep Ponz, u too kind wen faces my crippling pussiness.. Trash lost many monies today…. Need bera hug but not want bera, major mimdfuk…. Repubs camt repair Siberian oilfield, supply response 1-2 years out, exercise quads, prep for v long bike season fren…
@Runningaep We both had good points but everyone (especially my old permabera student @seowtk ) is just liking yours…. Tells you dominant sentiment is bear.. menawhile price still above 120 even after major dump today…. Mean revert assuption baked in I beleeb
@juliaccarreon@philbak1 I unpacked a home traction device this morning, I got the purple one because that would be delivered faster.
I'm weak as a baby and look like an idiot. I believe the market has bottomed, much like myself.
@Runningaep keeping people bearish but the price has been sticky, airlines are fully booked, I think people will bitch but no demand destruction is coming at this level...
@Runningaep Meanwhile we were already poised for a spike because of too much early decommissioning of coal without adequate green supply.. I just don't see how all these supply factors don't add up to more than what is sub $100 in 2012 dollars.. I think the psychological $100 line is
@Runningaep good because the foreign firms that ran the show won't come back... SPR releases also did nothing and create more future demand for refill.. for sure we're extended here and pulling back today but I think it's short lived... I'm max long in any case, pray for me....
@Runningaep front months are up but 6-12 month out futures aren't reflecting reality yet imo.. Russia hasn't even fully come out of the market yet and it won't come back.. I think an anticipated return is what's priced in and it's wrong, even with a cease fire, Russian supply is fukd for