KMS @simmun_1
Base metals, oil and oil products Joined December 2017-
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@CRUDEOIL231 hmm curious how they see lme ah cta net short. I see cta still massive long. fast at full exit slow just starting to exit now main trend is broken. disc also still long. expect all to puke this weak but far from net short. will get there soon enough
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@CRUDEOIL231 Not really bull or bear but I would watch fund positioning on exchange for direction. Slim position currently on weak spreads following high inventory. Must admit high price still and slim positioning very constructive should spreads move.
@Aion19834333 @TankerTrackers this made me laugh thx
@abcampbell Such is the cost to have an empire - or hegemon is your words.
@explorer_czw @zerohedge Of whom and what are these expectations?
@FaithfulThomad @zerohedge Isnt Nato an organization for mutual defense?
@tleilax___ Qeshm and Larak - isnt that the tolling area Iran uses?
@BenniKim Today man hath learned that in a race of fools, the swiftest is merely the leader of the lost
@VKMacro You can have contango and higher prices. That would be the whole curve shifting upwards
@VKMacro Curves turn backwardated bc there are high demand for spot or because someone are dominant at prompt forcing shorts - which in effect is the same. Curves are never backwardated bc traders anticipate forward over supply. You would see contango as people would sell now
@Arun519428 @KobeissiLetter As a proxy of spec yes. Triggering algo selling who we know drives market
@Big_Orrin And I agree this would be the way to go about it in light of NATO.
@Big_Orrin Yes. But to be fair administration has been occupied with other perhaps more pressing (to them) issues. Now focus shifts it seems. Point is there are other driving forces behind Trump than previous administrations and we need to alter the way we understand the Americans
@Big_Orrin its nonsense from the Americans strongarming allies. But the argument that "if its that important why did they leave" I argue is misunderstood - Trump represents a break of the old. He sets forth a new direction therefore understanding US motives must move beyond this thinking
@MarketMintGraph @L224Luk247 @OJoelsen @WhiteHouse lol 3 and 4 also applies in this case check your arguments
@SpencerHakimian ummm thousands according to your chart
@KamD2219 @KobeissiLetter I in fact do not recall you said this
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