TheCountyLine

[TheCountyLine @TheCountyLine5]

@MacrostratPB Certainly not an expert either, but I believe $uso is closer to spot wti, while $oilk uses a mix of shorter and longer dated contracts, which is more affected by the backwardation of the curve.

[TheCountyLine @TheCountyLine5]

@MacrostratPB @blahblahblah_02 Some of that damage is that the U.S. is no longer seen as a true threat. TACO as foreign policy possibly worked in a trade war, but if adversaries can call his bluff on military action, this era of US global superpower has ended, a new one is being birthed right in front of us.

[TheCountyLine @TheCountyLine5]

@MacrostratPB @blahblahblah_02 Does that calculation change at all now? It's not just the oil anymore. Hormuz opening doesn't change the damage to LNG , Helium infrastructure or reset supply chains.

Feels like the goalposts have been moved since the start of this.

[TheCountyLine @TheCountyLine5]

@MacrostratPB @fakegingerbitch Yeah. It makes a ton of sense, but I do not short anything, ever.

[TheCountyLine @TheCountyLine5]

@MacrostratPB Feels too early to give up on the moo/vegi thesis. Started with nibbles..Will look to average the buys down on sympathy selling.

[TheCountyLine @TheCountyLine5]

@MacrostratPB Getting ready to close those oil positions at open tomorrow...full st. Party's day Green

[TheCountyLine @TheCountyLine5]

@MacrostratPB I've seen surpsingly little discussion of oil here. I've been enjoying ~20% gains on WTI and Permian basin companies. Thoughts on it here? I see more upside, absent a truce and reopening of hormuz. Seems like the safe haven right now. Love to hear your take though.

[TheCountyLine @TheCountyLine5]

@MacrostratPB Been holding $ewz thinking it would benefit from this oil spike, but it's not looking great.

[TheCountyLine @TheCountyLine5]

@TXMCtrades Rewatched last week. On point.

[TheCountyLine @TheCountyLine5]

@FreightAlley @_elzubeir I work in the electronics supply chain for a model railroad company. We actually produce our decoders in the U.S. for these OEM customers, but the locomotives themselves are all coming out China. That portion of our business is gone. Difficult to see it coming back.

[TheCountyLine @TheCountyLine5]

@Trader_XO I'll admit , I miss seeing you on here so much, but you've already taught me so much. Those lessons remain. I know you're killing it in silence. Appreciate everything you've shared, right or wrong. All the love.

[TheCountyLine @TheCountyLine5]

@Pentosh1

[TheCountyLine @TheCountyLine5]

@TXMCtrades It's not about quantity but quality. Whenever you do contribute, it is well articulated, researched, and macro driven. Your style and this attitude displayed in your tweet are what we need more of on fintwit. Thank you. I always look forward to your perspective.