EDF Hobbies

@Pure_Calls @Kalshi Nope, not a net replacement just selling what should be going into SPR

@Kalshi Slowly getting better

JUST IN: US exported 5 million barrels of oil per day last week — a new record.

@RussFaigen @Kalshi US oil corps win US workers lose

@Kalshi Ayo I'm happy for you America, but my gas still $4.50 a gallon at Costco 🥲

@curtisnotamonk @Kalshi @grok Cause it only adds at best net .5 - 1 mbpd ... at best. We're most likely selling of what SHOULD be going into SPR. The Pedophile did similar during COVID, he sold China nearly 80 tones of PPE before covid hit the US ... cause he's an idiot.

@Kalshi @grok But why is the US oil still high?

@Peblusso @Kalshi @grok Nope, US exports are only adding .5 - 1 mbpd extra at best to the 10 mbpd that is missing since Iran war started

@Kalshi Will oil prices reduce? @grok

@LHJoshuaWrites @Kalshi 13-14 mbpd which some of that should be filling SPR but it's being sold at a premium to paper oil prices. US oil corps win workers lose

@Kalshi Curious what max capacity is for the US

@prime1999 @Kalshi cause we're exporting what was cheap to us, oil corps win American workers lose

@Kalshi We exported oil but our gas prices high as hell.

@JasonSc72779650 @Kalshi Physical price for oil (spot price) is what is being paid at the ports so eventually paper prices will follow. US oil execs aren't going to be nice and charge US citizens less.

@Kalshi then why is oil up today???

@valkyrtrade @Kalshi Brent is up for the day

@Kalshi hopefully prices start coming doing soon

@janekin24 @spectatorindex Is AIPAC payin you per post?

@spectatorindex The straits are open, fuel is flowing, US has filled much of the gap. It's over. Stop the fearmongering and lies.

International Energy Agency chief says that Europe has 'maybe six weeks' of jet fuel left, says current shock is 'the largest energy crisis we have ever faced', according to AP report.

@RocketCrypto69 @WhaleFUD Brent is trading at 97 right now

@WhaleFUD They’re going lower

Stocks are at all-time highs while oil and energy has been falling. Totally the opposite of what should be reality. Higher oil prices are coming.

@HighImpactInfo @WhaleFUD 21st is one of the days those trading paper can take physical ownership IINM

@WhaleFUD Yeah but when? How long and market and physical not match?

@streiffredstate @clashreport Iran is winning more, every 2 weeks there's .5 mbpd taken off the market for the whole year. They more Iran waits the higher physical price go up, simple math.

@clashreport wait, last week you said Iran had won. What changed?

Professor Robert Pape on Iran War: We are not on a path of peace. We are on a path… the war is metastasizing. What you see are troop movements… going in one direction. There’s not troop movements coming out. There’s troop movements going in.

@clashreport EXACTLY !! The Pedophiles pattern is to escalate when no one is telling him to stop.

@MeidasTouch Cause he's horrible at his real job of being SoD

Why does he speak like this

@atrupar This level of cult behavior is close to someone being in the Ep files ... all up in them.

Hegseth: "Our press are just like these Pharisees. Your politically motivated animus for President Trump nearly completely blinds you from the brilliance of our American warriors."

@broodloper @NoLimitGains I think he already said he's not leaving until the legal issues against him are cleared.

@DBatDad @NoLimitGains Would be hilarious if he stayed in position Trump would go insane

I have to admit, I was wrong. I wasn’t expecting the market to recover this fast, especially with the war still ongoing. I thought the market would either 1) stay low for a while or 2) drop a bit further. Called the BTC top at 126K, the ZEC short at the exact top to the penny, and bought oil right before the war started, among other things. It’s all public. But here we are. One wrong prediction. For those wondering, I never shorted the market. I didn’t lose money. In fact, I made money on the recovery because I bought a decent position in MSFT under its 200 WMA, and I’m very happy I did. Your goal should always be to be positioned for both scenarios so you can benefit in either direction. Keep enough cash, or cash equivalents earning yield, so that if the market drops, you can buy low. And keep enough positions to also profit on the way up. Not to brag, but with my size, capital protection is and always will be the number one priority. I understand that if your portfolio is just a few thousand bucks, we probably have different views, and that’s perfectly fine.​​​​​​​​​​​​​​​​ I sold the S&P near 7,000, I publicly bought oil companies and sold for a 20% profit, and I bought MSFT near the bottom. In my books, that’s a win.​​​​​​​​​​​​​​​​ And yes, I’m still bearish. I trust the data, not some temu trader on X. My view hasn’t changed once and I will stick to the plan no matter what. The data suggests we are very close to a cycle top. And every “this time is different” comment I read only increases my conviction that it is, so I would like to thank you for that. Feel free to ignore my warnings, we don’t know each other after all. But if you decide to deploy all your capital right now, just know that you’re gambling in the most overvalued market in the history of humankind.​​​​​​​​​​​​​​​​ Thank you, NL.

@robin_j_brooks "That defangs Iran's main negotiating leverage" Now do physical oil pirces

The US is being very smart about the blockade. It dangles prospects of peace to markets, which caps oil prices. That defangs Iran's main negotiating leverage, which is to cause panic and push oil prices higher. The mullahs are getting pushed into a corner. robinjbrooks.substack.com/p/how-much-doe…

@RexVulpes @DonMiami3 True, that market has been manipulated like never before but gold isn't a consumable. Oil burns and has to be traded daily, that spot price is going to meet paper and argue for a while and spot price will win ... again.

@DonMiami3 Precious metals traders be like:

Oil traders on Fintwit need to get a grip. We’ve gone from $50 to $115 and to $90, of course they’re going to manipulate it, look at what the end game is of any massive oil spike FCF at any E&P, service provider, you name it - at $90bbl is unmatched By shorting futures - they’re only setting up an inevitably bigger move on the backside of stupidity, the barrels can’t be printed - ceasefire or not, the barrels aren’t there Becoming ‘ZA’ is an outcome that is out of anyone’s control

@Izraelicious @BarakRavid fckin troll

@BarakRavid It would be seriously stupid to block sales to Israel and lose what Israel gives back to the US in return.

🚨40 out of 47 Senate Democrats voted tonight against supplying bulldozers to the Israeli military 🚨36 out of 47 Senate Democrats voted against supplying bombs to IDF 🚨Not one Democratic Senator considering running for president voted tonight in favor of arms sales to Israel

@clashreport 10k troops moving into the area doesn't say any of that

There are growing signs that talks between United States and Iran might finally be heading toward a deal, with Pakistan acting as a go-between. Pakistani officials believe they've made real progress, shuttling messages back and forth and trying to bridge gaps that caused earlier negotiations in Islamabad to fail. Source: Al Jazeera