traderalpha20

[traderalpha20 @traderalpha20]

@LukeGromen @Majorianvs @TMTLongShort Even if they can how does that help reindustrializing the US? This guy tried to call you out Luke but he has no clue what he is talking about. I guarantee you Bessent was not thinking about this for years and he claims him and bessent have been?!?Trump has no plan

[traderalpha20 @traderalpha20]

@TheMichaelEvery So all of this reindustrialization could not have been done without a war with iran? Because that is what this tweet is suggesting, carrot didnt work so lets try stick and hit every single one of our allies and start another war? Absolutely no other way?

[traderalpha20 @traderalpha20]

@ThematicMarkets Also diesel prices are breaking nominal all time highs, us 10 year rates are on an uptrend and economy is running on the sugar high of ridiculously high budget deficits and long term questionable overspending on AI

[traderalpha20 @traderalpha20]

@ThematicMarkets US is considering leaving its bases in the region because it cant protect them, the whole world is taking note that Trump admin is incapable of cutting a deal and sticking to it not to mention that US couldnt impose its will a on mid power such as iran, but sure US is winning

[traderalpha20 @traderalpha20]

@puglisi_ri87476 @afneil Is that why american corporations shipped everything offshore to china? To lose profits? Or to make more profits?

[traderalpha20 @traderalpha20]

@BobEUnlimited Maybe they are selling bonds because of the ever growing deficits and not just a focus on inflation?

[traderalpha20 @traderalpha20]

@crossbordercap What is the correlation here in these indices? Does not look like what you claim this to be

[traderalpha20 @traderalpha20]

@TheMichaelEvery @fracturedSOS Dude you are wrong, US lost and is in retreat now dont act like this was plan all along.

[traderalpha20 @traderalpha20]

@TheMichaelEvery Since the beginning you have been saying this is about grand strategy and controlling chokepoints and the real opponent is China. And now uranium going to china is the US win that you argued from the beginning? You shld just say you got it wrong and move on

[traderalpha20 @traderalpha20]

@SantiagoAuFund At least Turks arrest them as opposed to Americans who kill smugglers with drones without a trial

[traderalpha20 @traderalpha20]

@SantiagoAuFund Hey brent, big fan of your work.i watched your interview with @TheMichaelEvery, while everyone is talking about trump declaring a win and stopping the operation,is this even plausible given the bigger game that is at stake here? Thank you!

[traderalpha20 @traderalpha20]

@judah47 Thank you so much, i see that some charts are from model runs on the 19th, when is the blog made public (how many days delayed)? Because the current models shifted to a pv split but here it looks like it is still undecided.

[traderalpha20 @traderalpha20]

@realDonaldTrump Why are we selling gas to Europeans when it is needed here in the US and our prices are higher than Europe? This should be stopped Mr. President. Best regards

[traderalpha20 @traderalpha20]

@UrbanKaoboy Definitely alesund and lofoten. If you are into skiing you can stop by in Geilo for a day if you are taking the train from Oslo to Bergen.

[traderalpha20 @traderalpha20]

@ira_joseph @JavierBlas @ColumbiaUEnergy this year we will finish with 30%,no mandate and we start with 70%, cold winter and you flirt with zero. Without more pipeline supply,you cant relax storage https://t.co/uQcrZXbRdL have to look at days coverage not %.storage is a part of supply,not the only thing that matters

[traderalpha20 @traderalpha20]

@ira_joseph @ColumbiaUEnergy Should be 30 bcm + (1300-890)* 30*5 which is drumbeat…91 bcm

[traderalpha20 @traderalpha20]

@ira_joseph @ColumbiaUEnergy Ok so now we are talking.inv is there to get through https://t.co/SAjGlhWxqa has lost rus gas and nl gas.current eu supply is 890mcm (jan 25 incl lng), demand in nov-mar is 1.3bcm,you want to finish with around 30% gas on average, so your min target

[traderalpha20 @traderalpha20]

@wattiox_energy Is your view the same after today?

[traderalpha20 @traderalpha20]

@ira_joseph Sounds good :) when the market is this short every molecule counts but fair enough. 40 bcm or 38 bcm does not matter that much in the grand scheme of things