Matan Sheskin @Matans8442
Joined August 2023-
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So Japan has decided to produce as much liquidity as it can and short oil? How can anyone refinance their debt in Yen like this?
@wallstengine It’s funny how there’s always a next frontier, never an already-achieved frontier. The grift never ends with these money leeches.
If Iran received $300B, maybe China received 450 million barrels of oil. Appearance above all else.
Because China has drawn 450 million barrels of invisible stocks, the 2026 global onshore inventories are much lower relative to prior years than it appears in Eric's chart. If those "invisible" inventories that we only discovered existed via the lack of depletion of visible were
Careful now. $FLO
At the beginning of the market run, the US market pumped, and the Korean market pumped harder. Now the US market is trying to pump, and the Korean market is selling the pump.
@stockupsideio @ConsensusGurus To sell off again.
@kurtsaltrichter What are you talking about? CTAs are done selling what they have to sell?
@ZeeContrarian1 This market has been spectacular for idiots.
@anasalhajji If you think handing over $300B to the biggest state sponsor of terror is going to make it stop, you really have no idea who you are dealing with.
@aeberman12 Because you’ll use different attacks?
@jukan05 @TBU12345678 Why do you think this is unlikely? The administration has shown, time after time, that its top priority is money and maintaining conditions to keep making money. If they gave Iran $300B, you don’t think they can give Apple this?
@TheTriggerTrade Why this is a very bad thing x.com/matans8442/sta…
The paper oil squeeze is coming. President Trump’s mistake is that he thinks the collateral damage from rolling over to Iran like this would be to Iran or maybe to other countries. He forgot how broken his own country was - that’s why he won the elections with such a landslide.
@ashesshallspeak @DougAMacgregor Come get us, keyboard warrior.
@joekent16jan19 Can we just fast-forward to the part where we find out how you were compromised?
@michaeljburry Just imagine what you would have had to deal with if you were Jewish. On a similar note, when are you going to talk about your long oil position? You must have identified the setup.
@Yourlocalguy33 Most of the flow is concentrated in $USO (see the attached link). I went with something different that involves LNG and liquid helium. x.com/matans8442/sta…
@jbulltard1 Also: 1: Sustained bid at defensive sectors: health care, utilities, energy, even after $MU’s earnings. 2: Oil bid: $USO in options (as you posted), and in stock (from @VolumeLeaders): x.com/VolumeLeaders/… x.com/jbulltard1/sta… 3: More: x.com/Matans8442/sta…
The paper oil squeeze is coming. President Trump’s mistake is that he thinks the collateral damage from rolling over to Iran like this would be to Iran or maybe to other countries. He forgot how broken his own country was - that’s why he won the elections with such a landslide. But he failed the moment he chose to pay $300B instead of finishing the job, because there are many more jobs left open in the US, and he just showed he’d rather pay than win. Buying paper oil will be analogous to a vote of no confidence in the US government. The crypto bros, who are currently the only ones with balls to do something like buying paper oil now (unfortunately in one way, luckily from another), will be the first to cast their vote. Others will quickly join. They will all follow the blueprint President Trump gave with Iran: If push comes to shove, I will give you everything you want so that you stop. Which means they will begin. One last thing: The fire that will start with the paper oil short squeeze will escalate into another impeachment, and with the upcoming Supreme Court decision on tariffs, this impeachment will work. Sad days for the Western world.
And just like that, it happened before the market opens!
At the beginning of the market run, the US market pumped, and the Korean market pumped harder. Now the US market is trying to pump, and the Korean market is selling the pump.
@UnicusResearch Iran isn’t the side to ask about here - South Korea is.
@RealJimChanos That is another way to get them paid. Sad.
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