@TMTLongShort Not only that - they need to be very careful they aren’t politicized going into midterms. I’m sure they’d like to release a new model but seems unwise/ unlikely given reg and politics considerations
@charliebilello In fairness-chart does not account for VLCCs mentioned in this cnn article and could potentially be what he’s referring to. But huge mess either way, of course. https://t.co/KNlKfhznyv
@DavidNLefkowitz@OddDiligence im near certain that our buddy @SPACuity is not holding through the merger... though I am frequently wrong about these things.