rikige
1.2K posts
What is this talking head babbling on about?
Fading every Axios headline has been the single most consistent money maker in the #oil market
Joe Weisenthal@TheStalwart
Traders who blindly just accept Axios headlines have done a lot better those who form their views based on Ghalibaf tweets. Given that the job of anyone in the market is to make money. So who's really the stupid ones here?
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@exencial_RP Well, they project 200 mbbs draw for May and June, but thats more like 400-450 mbbs. End of June is operational stress level….
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@EdwardAmar46469 What makes you think oil is going to 75, and staying there? Purely on peace news? Do you correlate high oil price to bearish sentiment on S&P and BTC?
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This means THE END is happening soon!
Be prepared for $75 $OIL soon! And if u think the market and $BTC is up now wait until u see what’s coming in a few weeks VIOLENT move up!
I would not be surprised to see $SPY at 8,000 by July 4th or before!
$BTC at 100k
I have been SPOT on this whole time !
War ended on 4-7-26!
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Contrary to popular opinion, liquidity is actually expanding and we are in a credit cycle melt up
Consensus thinks there are tons of recessionary risks and that liquidity is contracting
This is exactly why we have been melting up because these people are realizing their wrong
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@GuyTalksFinance They just opt out too early, long before thrill / euphoria stage, where we are now.
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Berkshire Hathaway is holding a record amount of cash while underperforming the S&P500 by 40% over the last year.
Warren Buffet either knows something that we don’t or he’s lost his touch.
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@HelloitsRoy 92,5 mbbs is the same trench as 400 mbbs release. 400 was news, 92,5 is actual delivery with market pressure. Difference is hedging component for 92,5. You short front, and long end as a receiver, this is sell pressure. I am staying long as well, but you misjudge information.
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🛢️ I continue to hold my Oil buy position.
The U.S will loan out 92.5 million barrels of oil to global oil companies. This theoretically should calm the oil markets down.
However, on 11 March 2026, the IEA reported that 30 countries will be releasing 400 million barrels of Oil, and on 12 march 2026 (one day later) , oil ripped up from 86$ to 95$.
Therefore, if the oil market didn’t care about 400 million barrels, I doubt it will care about 92.5 million barrels. Hence my continuous bullish boas.
I shared my full market analysis for today here : royanofficial.substack.com
The article is titled “Oil and JPY buys - 1 May 2026”
Good luck !
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@TrustlessState David, there is a fog of war in play. I think rescue was a cover up for trying to get uranium from Isfahan, lots of evidence on that…it was not succesfull.
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Earlier this month, an F-15 pilot was shot down in Iran behind enemy lines
The US military risked hundreds of US troops, dozens of aircraft, and moved heaven and earth to rescue the single downed pilot
Right-leaning twitter proudly touted this as why the USA is the greatest country on Earth. "The cost doesn't matter - no US life left behind"
This is blue button behavior
Lee (Greater)@shortmagsmle
I’m noticing a lot of foreigners who seem to not understand why we’d risk hundreds of lives, spend millions of dollars, and sacrifice several aircraft to rescue one guy. And the reason they don’t understand is also the reason people can’t be made American by a piece of paper.
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EIA Crude Oil Inventories
Actual -6.234M Forecast -0.19M
EIA Gasoline Inventories Actual -6.075M Forecast -2.785M
EIA Distillate Inventories Actual -4.494M Forecast -2.15M
Remember how I said analysts don't understand the current situation? The forecasts are terrible!
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@APompliano When inflation round 2 will hit the fan, they will have to stop, and they will....no other choice.
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Asset prices will not stop going up because the government will not stop printing money.
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@PandaDaytona @CRUDEOIL231 I agree here, but copper might be resistant as “electrification” narrative will only be stronger going forward.
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@CRUDEOIL231 Me. I sold $FCX. Why? If the recession hits, copper is about to get hit as well. You may have noticed: oil price goes up --> Copper goes down. Copper is very sensitive. The economy is about to get doomed and cooked. Copper will get hit. But long term, I am bullish.
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because of the strait of hormuz closure the market is in 2020 complacency phase before pandemic panic hit
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If the global trade disrupting toll booths were rolled up and publicly listed would you own them
Lloyd's List@LloydsList
Iran’s decision to levy payments on transiting vessels has created a model that Houthi militants may soon replicate at the Bab el Mandeb, further threatening global trade flows lloydslist.com/LL1156996/Hout…
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My oil position is in slight (2%) profit but I already feel weak hands and want to close...
This might be a sign my size is too much
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@PeterSchiff @saylor Hey, its only “ponzi-like”, so maybe its ok for SEC :D
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Sometimes a Ponzi scheme is not obvious. The only sign may be that it seems too good to be true. But that is not the case with $STRC, which is the most obvious Ponzi that has ever existed. The fact that the SEC allows @Saylor to promote it is more proof that we don't need an SEC.
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