@Ussignur_@GavMcCracken Will be interesting when the deal is finally announced how long it will take for the longs to get back in the futures market. It’s not unthinkable that a deal gets announced and oil goes up like a rocket because the threat of Trump tweets goes away
@marty_kausas Have you tried models like Kimi 2.6 or MiMo? Either use https://t.co/aWtezN15xd API or I think they’re also on Cloudflare. Can do 98% of what Anthropic can do for 1/10 of the price
@jerrrrrrryyyyy You can root for Austria, we’re only 8 million people, so happy for any addition fan! And we do actually have quite a good team this time
Currently reading the big short again. 2 observations:
The similarities with the current oil situation is striking (two camps).
Second, the amounts seem so low. We were shocked in 2008 about multi billion losses, almost seems like nothing in 2026
@GavMcCracken@toiletkingcap@X Think so, bears are pointing to SPR releases as bearish, bulls are pointing to SPR running out as bullish. Both correct, just different time horizon
@JUSTICELOVEMER1@calvinfroedge@anasalhajji I think everyone agrees SPR releases are bearish, what the bulls are pointing to is that the daily amount released via SPR is bound to go down in the near future, not the US maybe but Japan, Europe, etc. and that change in “supply” is bullish oil