Vikas

Texan, Longhorn, Dad to a future Longhorn

[Vikas @bmfvikas]

@JuneGoh_Sparta I know ! I love your background. I'm also a former Shell refining process engineer & oil trader. Almost every disruption event of the past 10 years was resolved very quickly. This will be no different. The laden ships will move, prodn will return fast, etc.

[Vikas @bmfvikas]

@jackprandelli Incorrect

[Vikas @bmfvikas]

@ALikhodedov @AyusoValue Was April his last update? Everyone has changed their view a fewtimes. Presumably he didn't just change from bullish to bearish.

[Vikas @bmfvikas]

@AlaliQasem Good luck

[Vikas @bmfvikas]

@Big_Orrin Aggressive day trading is a small aspect of it. The physical market would have found higher fair value already regardless of futures. A high Volume / OI ratio can distort FV for a while but not for months on.

[Vikas @bmfvikas]

@jackprandelli Good analysis but incorrect conclusion.

[Vikas @bmfvikas]

@ALikhodedov You need to think about this a little more.

[Vikas @bmfvikas]

@SpartaCommo Yes. Demand loss is already large. The number of experts saying it's not happening until $120 or $150 Brent is surprising, or maybe it shouldn't be surprising. Also, who knew their were thousands of tank farm experts just waiting to shine.

[Vikas @bmfvikas]

@fsamy_twitty @optionscjp A few months ago?

[Vikas @bmfvikas]

@Rory_Johnston Japan's oil stocks hit tank bottoms at 280 M?

[Vikas @bmfvikas]

Looking at underresearched assets is a good idea & if you are day trading or trading around earnings, you are probably the sucker. But nothing says you can't do detailed analysis on megacaps & see if your FV plays out. Over the long run, 45% of small caps have catastrophic declines in their share price - 70% to full bankruptcy.

[Vikas @bmfvikas]

@unseen1_unseen @BrennanHiggins @unseen1_unseen - your post sounds right but it's not. permitting data, wells drilled, fracs, and distance drilled, and most importantly production data say otherwise. The numbers are all there and easy to get, use them. Who is Pres hasn't mattered for a while on this.

[Vikas @bmfvikas]

@NealFKumar @johnarnold @robin_j_brooks Trying to win the craziest post of the year award in April ? 😂

[Vikas @bmfvikas]

@kingofcrude I thought Treasury said they are not doing that? And the head of CME told them it's a terrible idea. Are they being crafty with the wording of their intentions to leave a loophole to sell into strength?

[Vikas @bmfvikas]

@felixprehn $2.5 B, lol.

[Vikas @bmfvikas]

@noahqk Because 2070 is not the midpoint between 2050 and Infinity.

[Vikas @bmfvikas]

@vicmackey24 @ThaBolder @aakashgupta AI is still a long long way from actually being able to think. This research partially explains why. To discount that is folly.

[Vikas @bmfvikas]

@undercoveraggie You should delete this. If it was just clickbait, then keep it. 😎.

[Vikas @bmfvikas]

@BrianSporman @carlitosax_ @NashTalksTexas Most of these analysts don't actually do any analysis. They backfit narratives to what is happening.