The issue is timing…the midterms are now just a few short months away…if gas prices don’t come down very soon I’m not sure how for him any of this truly matters. CEOs of the major US oil & gas Co’s are pretty clear on where the price of physical will go if this goes on into July.
@PolarityRadio@ericnuttall Why would it be clickbait? Frankly this is the most logical conclusion based on not what’s being said but by what’s actually been happening. The fact that Cem reposted it lends tremendous credibility.
@Comedyorwat No doubt ever since Iran so far I’m wrong - we shall see - I will say although all rates are higher curves have and continue to flatten - this does imply lower rates. I’m still holding my TLT/ZROZ (not as tight as my GME but pretty tight…).
@BitQua Well he certainly consistently buys at it - he will likely be selling when he has to - since someone always knows we will see where they want him to be selling.
@rnewton7777 As always very insightful. One add’l pt - if I vote No…what am I saying? If Cohen loses his incentive to work (time & $), and I own a business that the Chairman & CEO says is a dog (limited growth), why am I invested? Good shot he walks. Then what? For me, a No would imply sell
@PolarityRadio@JavierBlas@opinion It’s essentially the middle of April - he doesn’t win if he loses the house and senate. Running out of time before midterms to get gas prices & rates down. I was surprised this week how many ardent supports I know who are now wavering. Timing not just overall thesis counts here.