Cody Hoffman

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[The Kobeissi Letter @KobeissiLetter]

While everyone is watching crude oil futures, the physical crude oil market is out of control.

Shipping costs for crude oil are surging at a near-unprecedented rate.

The cost to ship 2 million barrels of crude oil from West Africa to China is now up to $23.59/barrel.

To put this into perspective, in July, the cost for the same shipment ~$6.50/barrel.

That's a +258% surge in shipping costs in just 2 months.

We are witnessing one of the largest global energy shocks ever recorded.

[Cody Hoffman @Codytradesolo]

@FynCas Makeugc

[Cody Hoffman @Codytradesolo]

@FirstSquawk @Crowded_Mkt_Rpt 👀

[Cody Hoffman @Codytradesolo]

@Bradgohtrades 🙏

[Cody Hoffman @Codytradesolo]

@Bradgohtrades Would love

[Cody Hoffman @Codytradesolo]

@ohiain this resonated. thanks

[Cody Hoffman @Codytradesolo]

@factor_members 🫡

[Cody Hoffman @Codytradesolo]

@KillaXBT More likely i think fucking with anyone playing leveraged bets on STRC.

Probably got what they wanted with it breaking below previous lows today

[Cody Hoffman @Codytradesolo]

@HormuzLetter People follow you for OSINT - not for your personal speculations. Had fun being your follower while it lasted
☮️

[Cody Hoffman @Codytradesolo]

@TheShortBear this.

[Cody Hoffman @Codytradesolo]

@TedPillows Trumps tweet had one super weird line in it … which makes me think the end is nigh .. and the tape seems to be confirming it 👇

https://t.co/gTuEs6isTs

[Cody Hoffman @Codytradesolo]

somethings feels suss....

The way the market is reacting to the news today is super suspicious. Read the tape 👁️👁️

Oil down 3% on what is arguably a huge escalation.
Rates futures bid, across the curve.

The mini-escalation this week, the downed helicopter with both pilots surviving.....It feels like the penultimate flex theatre before the deal.

The tell? He said "highly sophisticated Apache Helicopters", why on earth would he throw them a bone like that?

Both sides need a final flex for domestic audiences …. Iran's hardliners proving their military might against US machinery, Trump's "I forced them before nuking them back to the stone age" narrative …. before signing.

I wouldn't be surprised if we get a deal tonight/this week.

Hammer candles on everything, with speculator positioning max short across equities/rates. This would be the squeeze of a lifetime.

Never forget, you are watching theatre.

$USO #IranWar‌ @Crowded_Mkt_Rpt

[Cody Hoffman @Codytradesolo]

@Steff8812 Yup… and I spent 7 years on one of the biggest. Physical oil guys are 10 steps ahead.

[Cody Hoffman @Codytradesolo]

somethings feels suss....

The way the market is reacting to the news today is super suspicious. Read the tape 👁️👁️

Oil down 3% on what is arguably a huge escalation.
Rates futures bid, across the curve.

The mini-escalation this week, the downed helicopter with both pilots surviving.....It feels like the penultimate flex theatre before the deal.

The tell? He said "highly sophisticated Apache Helicopters", why on earth would he throw them a bone like that?

Both sides need a final flex for domestic audiences …. Iran's hardliners proving their military might against US machinery, Trump's "I forced them before nuking them back to the stone age" narrative …. before signing.

I wouldn't be surprised if we get a deal tonight/this week.

Hammer candles on everything, with speculator positioning max short across equities/rates. This would be the squeeze of a lifetime.

Never forget, you are watching theatre.

$USO #IranWar‌ @Crowded_Mkt_Rpt

[Cody Hoffman @Codytradesolo]

@DrJStrategy Yup…. And I think the Iran problem on its last legs. Tape today was very telling … wrote about it her. Trump made a major tell 👇

[Cody Hoffman @Codytradesolo]

somethings feels suss....

The way the market is reacting to the news today is super suspicious. Read the tape 👁️👁️

Oil down 3% on what is arguably a huge escalation.
Rates futures bid, across the curve.

The mini-escalation this week, the downed helicopter with both pilots surviving.....It feels like the penultimate flex theatre before the deal.

The tell? He said "highly sophisticated Apache Helicopters", why on earth would he throw them a bone like that?

Both sides need a final flex for domestic audiences …. Iran's hardliners proving their military might against US machinery, Trump's "I forced them before nuking them back to the stone age" narrative …. before signing.

I wouldn't be surprised if we get a deal tonight/this week.

Hammer candles on everything, with speculator positioning max short across equities/rates. This would be the squeeze of a lifetime.

Never forget, you are watching theatre.

$USO #IranWar‌ @Crowded_Mkt_Rpt

[Cody Hoffman @Codytradesolo]

@JC_ParetsX The tape is muy fuerte …. Trumps tweet today has a massive tell in it … got so excited I even wrote my first x post 👇

https://t.co/gTuEs6isTs

[Cody Hoffman @Codytradesolo]

somethings feels suss....

The way the market is reacting to the news today is super suspicious. Read the tape 👁️👁️

Oil down 3% on what is arguably a huge escalation.
Rates futures bid, across the curve.

The mini-escalation this week, the downed helicopter with both pilots surviving.....It feels like the penultimate flex theatre before the deal.

The tell? He said "highly sophisticated Apache Helicopters", why on earth would he throw them a bone like that?

Both sides need a final flex for domestic audiences …. Iran's hardliners proving their military might against US machinery, Trump's "I forced them before nuking them back to the stone age" narrative …. before signing.

I wouldn't be surprised if we get a deal tonight/this week.

Hammer candles on everything, with speculator positioning max short across equities/rates. This would be the squeeze of a lifetime.

Never forget, you are watching theatre.

$USO #IranWar‌ @Crowded_Mkt_Rpt

[Cody Hoffman @Codytradesolo]

@TedHZhang That’s cause we live in a theatre. Watch the tape closely - oil didn’t budge. Rates bid. Trump made a big tell in his post today - talk about it here 👇

[Cody Hoffman @Codytradesolo]

somethings feels suss....

The way the market is reacting to the news today is super suspicious. Read the tape 👁️👁️

Oil down 3% on what is arguably a huge escalation.
Rates futures bid, across the curve.

The mini-escalation this week, the downed helicopter with both pilots surviving.....It feels like the penultimate flex theatre before the deal.

The tell? He said "highly sophisticated Apache Helicopters", why on earth would he throw them a bone like that?

Both sides need a final flex for domestic audiences …. Iran's hardliners proving their military might against US machinery, Trump's "I forced them before nuking them back to the stone age" narrative …. before signing.

I wouldn't be surprised if we get a deal tonight/this week.

Hammer candles on everything, with speculator positioning max short across equities/rates. This would be the squeeze of a lifetime.

Never forget, you are watching theatre.

$USO #IranWar‌ @Crowded_Mkt_Rpt