Adam Mancini

Full-Time Futures Trader ES intraday, also swing trade ETFs 2-7 day holds. Fully transparent approach. Posts for my notes only!

[Josh Young @JoshYoung]

Your recession fear is my opportunity.

[Josh Young @JoshYoung]

"good morning"

[Josh Young @JoshYoung]

For those pushing back on me sharing the latest from Goldman because Currie is a "good contra," maybe you'll appreciate this one...

Look at that "hold" rating on oil! Interesting seeing bullish fundamentals and bearish sentiment and "Analyst ratings", at $71 WTI oil. 🤯

[Josh Young @JoshYoung]

It is interesting that Goldman is bullish on TTF gas.

Currie thinks China will ramp LNG imports back up and that European gas conservation is reversing due to lower prices. The TTF gas price trend is very different from his narrative.

[Josh Young @JoshYoung]

Interesting perspective. I'm not sure how I feel about agreeing with @GoldmanSachs. But I do think that paper oil markets have gotten ahead of themselves and are too negative vs the strong physical oil market.

[Josh Young @JoshYoung]

Living our best life 🤠

[Josh Young @JoshYoung]

Memorial day weekend, Texas

[Josh Young @JoshYoung]

China's oil demand hit another all time high in April. Bullish oil.

[Josh Young @JoshYoung]

More from @Vortexa on seaborne oil exports falling. It is looking like OPEC++ is following through on their voluntary cuts.
https://t.co/clj9Q8REya

[Josh Young @JoshYoung]

I'm told that the risk of expropriation in LatAm countries is low by enthusiasts of certain stocks and markets here on Twitter. And then when expropriation and fire sales happen, there is silence. Geopolitical risk is real, even if it's swept under the rug.

[Josh Young @JoshYoung]

Can it be happy hour yet? What should I ask @hkuppy?

[Josh Young @JoshYoung]

"oil will go to $400-500 by the end of the decade" - and I thought I was bullish oil!

[Josh Young @JoshYoung]

Maybe this is best thought of through the OPEC++ lense
https://t.co/6ZTkwoDFfw

[Josh Young @JoshYoung]

Norway is doing their part for OPEC++

[Josh Young @JoshYoung]

🚨 Is this a direct attempt by Norway to intervene in US commerce, considering this is a state owned enterprise?

[Josh Young @JoshYoung]

Get rich and then try to kill the competition? Not a good look, Norway oil fund. This sort of direct anti-competitive foreign intervention should be addressed by our leaders. Unfortunately ...

[Josh Young @JoshYoung]

"Josh, planes are becoming more fuel efficient"

Yes, and more efficiency leads to higher use and ultimately more fuel consumption. This is bullish jet fuel (and oil).

Book recommendation: https://t.co/5JIXOU0gST

[Josh Young @JoshYoung]

It's impressive how effectively this story has been buried.

I wonder how Ukrainian oil trading has been affected by recent Russian export cuts?

[Josh Young @JoshYoung]

Will shorter delivery times and lower prices boost demand for goods (and transportation fuel)?

[Josh Young @JoshYoung]

One of my sister's many talents is getting pictures with everyone. Here is her with the commencement speaker.