Aditya Mitra

Global Macro/RV PM

[Aditya Mitra @adityamitra93]

@AndreasSteno @Rory_Johnston Alarmism sells subscriptions. Being wrong is one thing, having no humility to reflect on the why is shocking for an “analyst”.

[Aditya Mitra @adityamitra93]

@AndreasSteno @Rory_Johnston Wouldn’t fit his alarmist thesis and more importantly wouldn’t sell subscriptions!

[Aditya Mitra @adityamitra93]

@Rory_Johnston $200 oil soon , maybe by mid April. Oh, wait….

[Aditya Mitra @adityamitra93]

@AndreasSteno The issue is the barrel counters make it sound like a science which makes how far off they’ve been even more shocking. If you’re gonna say “look at the math” at least do it correctly.

[Aditya Mitra @adityamitra93]

@bluewolfpack1 @darkl337 No crying at the casino.

[Aditya Mitra @adityamitra93]

@AndreasSteno There might be a new crisis of unemployment for oil “experts”. Managed to botch it up the one time they’ve been relevant in decades.

[Aditya Mitra @adityamitra93]

@vcsgrizzfa2075 @Rory_Johnston I pressed him for a trade 7 weeks ago when he was peddling the 200 dollar alarmism - the reply was “that’s not his job”. Then he went on a podcast tour peddling this same hyperbole. All I ask for is a for either clarity (this is my timeframe) or humility (why i got this wrong)

[Aditya Mitra @adityamitra93]

@BamaBonds As they say, no crying at the casino.

[Aditya Mitra @adityamitra93]

@vcsgrizzfa2075 @Rory_Johnston Longer than we can be solvent? All forecasts must come with a time frame otherwise with a long enough timeframe everything is certain. So what is the time frame and what is the trade, and are people who were listening to him 7 weeks ago ok after being -25% ?

[Aditya Mitra @adityamitra93]

@Gamma_Blast_

[Aditya Mitra @adityamitra93]

@Rory_Johnston April 200 calls looking good there,mate ? Or you’ve joined the “the tradeable instruments don’t represent reality, I was always talking about spot barrels no one can trade” camp?

[Aditya Mitra @adityamitra93]

@AahanPrometheus Sometimes right , sometimes wrong but always there for the LOLs is my philosophy.

[Aditya Mitra @adityamitra93]

@AahanPrometheus

[Aditya Mitra @adityamitra93]

@BobEUnlimited So what’s your trade here, Bob? Long oil / short eq ? What month do you want to be long and and what level ?

[Aditya Mitra @adityamitra93]

@Rory_Johnston Surely there needs to be a $200 option with your vote !

[Aditya Mitra @adityamitra93]

Lifecycle of Oil Analysts

- Oil will go to 200 if strait closed for a month but not sure what the trade is
- Actually look at the cracks instead
- Actually we meant Dated Brent OBVIOUSLY it’s almost 200 just 50% away
- Actually nvm, hopefully you’re still paying for substack

[Aditya Mitra @adityamitra93]

@AndreasSteno @orrdavid Nothing builds conviction like fintwit battlers yelling at clouds from their mum’s garage.

[Aditya Mitra @adityamitra93]

@Gamma_Blast_ I mean the people trading them are all dead so it kinda makes sense.

[Aditya Mitra @adityamitra93]

@STIR_Trader_ @Gamma_Blast_ It’s not really roll but central bank pricing. Quite misleading to look at the front end in static rolldown terms because it almost trades like sticky dates via the fomc steps.