Me

[Me @gomosekvasya]

@RaoulGMI pretty stupid trying to pick on a guy with a track record like his using a zerohedge article compiled of some random things a public person has said about the markets (which he does every other week). Thought more highly of you

[Me @gomosekvasya]

@RaoulGMI It's true, RV founders in particular always have a bearish angle and always try to bounce it off the guest.@jfahmy the only bull you invited

[Me @gomosekvasya]

@RaoulGMI @BrynneKKelly @ErikSTownsend https://t.co/fRwYsaT4eJ

[Me @gomosekvasya]

@RaoulGMI @BrynneKKelly @ErikSTownsend US inv are skewed by the us production surge, less transparent non us inv decline a major factor this year. Ft wrote about it last wk

[Me @gomosekvasya]

@chigrl That's not the point. The point is that there is Iran and Russia behind Syria and that's where the upside risk is

[Me @gomosekvasya]

@RaoulGMI 1) most liquid inflation hedge 2) positive roll yield as it moved into backwardation post OPEC deal

[Me @gomosekvasya]

@jfahmy could you kindly recommend your favorite books on growth company investing? Apart from the classic "How to make money in stocks"

[Me @gomosekvasya]

@RaoulGMI was dragged down by gasoline which has bounced 3.5% after DOE draw today so we should bounce from here

[Me @gomosekvasya]

@MarkHar13514700 monster moves in stocks today. Do you have a chart with the latest cost curve? Just the beginning given China's power prgm

[Me @gomosekvasya]

@agurevich23 very interesting as everyone is always focused on spot. Would be great if you explained your thinking about forwards