Nelson Resende

Timing matters….yes the mileage pic is mine. To try my Tradingview script send me a DM with your TV profile. Opinions my own, not advice...

[Nelson Resende @njresende]

@GavinGewecke @brauhoff Love them on eggs. Good replacement for chives too if you want something with a little more kick in the flavor profile

[Nelson Resende @njresende]

@GavinGewecke LOL - I just cut mine this morning too

[Nelson Resende @njresende]

@The_Huntsman23 @KeithMcCullough He’s researching corn and soybeans for a Hedgeye commodities ETF 🤣

[Nelson Resende @njresende]

@The_Huntsman23 @KeithMcCullough Old example

[Nelson Resende @njresende]

@Hedgeye @KeithMcCullough there’s a ticker typo in the update of the last RTA just in case somebody takes it literally

[Nelson Resende @njresende]

@The_Huntsman23 @KeithMcCullough If you use TradingView, create a Signal Strength portfolio as well and you’ll see patterns of the sectors for the new adds and those coming off as well. Sectors can help point towards the quads as well.

[Nelson Resende @njresende]

@mamboitaliano__ Attractive vs attracting.

[Nelson Resende @njresende]

@DavidBCollum Wait until the watch BlackBerry on Netflix and then decide to put a note out then…

[Nelson Resende @njresende]

@KeithMcCullough The moving monkey says “considering you still have a currency short…”

[Nelson Resende @njresende]

@KeithMcCullough 5:2 short going into the close. Use RTA as a coaching/probable direction tool. I’m raising cash to buy the next dip.

[Nelson Resende @njresende]

@KeithMcCullough Pay attention. Look at RTA and watch a probable net short today or tomorrow. 😎

[Nelson Resende @njresende]

@KeithMcCullough Gotta laugh. Told my wife about the whole Ella’s Fellas thing while driving on Sat listening to Apple Music station. I hadn’t realized how many songs she’s collaborated on with other singers.

[Nelson Resende @njresende]

@chigrl @jimiuorio Break trunk in case of emergency.

[Nelson Resende @njresende]

I needed some Grok help for the clip I saw this morning but can’t find now.

The video clip you're referring to comes from a recent interview conducted by Jack Farley (of the Monetary Matters podcast) with shipping expert Ed Finley-Richardson (from the Misadventures in Shipping Substack).<grok:render card_id="bad91a" card_type="citation_card" type="render_inline_citation"><argument name="citation_id">27</argument></grok:render>

The full interview, titled **"Iran War Has Pushed Global Shipping Markets To The Brink | Ed Finley-Richardson"** (also promoted under variations like "“Books Will Be Written” About This Shipping Market"), was recorded on April 2, 2026, and uploaded to YouTube around April 4, 2026. It runs about 2.5 hours and dives deep into tanker shipping disruptions tied to Middle East conflicts (especially around the Strait of Hormuz).

In it, Ed discusses how a Korean businessman (identified in related posts as Ga-Hyun Chung of SINOKOR) anticipated geopolitical tensions years ago, aggressively accumulated **VLCCs** (Very Large Crude Carriers) by buying vessels at premiums (around 20% above market) and chartering more. This gave him control over a significant portion—estimated at 30-35%+ of the active, compliant, and bookable VLCC supply (out of a more limited tradable fleet after excluding the "dark fleet"). He then reportedly refused lower-rate cargoes, driving VLCC rates to all-time highs even *before* the recent Iran-related disruptions. Analysts have described this as an attempt to "**corner the market**" in VLCC supply, though Ed notes the term without fully endorsing it himself. The interview contrasts this with current surges in smaller MR product tankers and explores broader implications for rates, routes, and stocks like Frontline, DHT Holdings, etc.<grok:render card_id="4c3a68" card_type="citation_card" type="render_inline_citation"><argument name="citation_id">17</argument></grok:render>

Here's the full YouTube video (the relevant VLCC discussion appears in the early-to-mid sections based on the overall flow and timestamps):
**https://t.co/q5osUHs9QW**

Jack Farley has also posted about it on X (formerly Twitter) with context and links—search for his recent threads under @JackFarley96 mentioning "Ed," "VLCC," or the interview for additional clips or highlights he may have shared.<grok:render card_id="87c647" card_type="citation_card" type="render_inline_citation"><argument name="citation_id">0</argument></grok:render>

If you're looking for a shorter specific clip rather than the full interview, none appear to have been officially excerpted yet, but the YouTube version allows easy scrubbing to tanker/VLCC segments (e.g., around the discussion of pre-war rate surges and the Korean accumulation). Let me know if you need help finding timestamps or related Substack pieces from Ed for more details!

[Nelson Resende @njresende]

@hulksma48598112 @KeithMcCullough Take a look at USDT.D good inverse relationship you can use for confirmation

[Nelson Resende @njresende]

@barstoolsports @RedSox I did not come back to watch you blow a 4-0 lead…. Let’s go!

[Nelson Resende @njresende]

@KeithMcCullough lol - going for that Taylor Sheridan look from Lioness…..

[Nelson Resende @njresende]

@BrandonLuuMD @tomselliott Sounds familiar eh mucker? @KeithMcCullough

[Nelson Resende @njresende]

@mamboitaliano__ I love every single one of these and includes some of my favorites.

You should be banned for making me this hungry….