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Jimmy War
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Jimmy War
@JimmyWar77
I bet on boats. not investing advice blah blah blah favorite pronouns: mine, yours
Katılım Kasım 2016
631 Takip Edilen5.9K Takipçiler
Jimmy War retweetledi
Καλημέρα.
Καλησπέρα.
Καληνύχτα.
ΟΑΚΑ…
Είστε έτοιμοι;
Ελληνικά
Jimmy War retweetledi
@HayekAndKeynes the number that matters , is not the ships that were trapped pre war that are exiting the gulf, but fresh ships (non-sanctioned) entering the gulf to load
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Double this. Triple it even.
Unless they are all VLCCs, doesn’t matter.
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@heat_the_pete @TraderPamplona @ed_fin plus massive inefficiency caused by lack of immediate fuel availability and a spike in charterer and fuel supplier defaults
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@ed_fin Think the dry bulk story will center around coal - everyone needs a shitload of coal these days
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@ImNotChenny if you are short 10k lots of q2 call you should be celebrating right?
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hormuz situation persisting watch your 🩳s
Jimmy War@JimmyWar77
The mayhem that could ensue in drybulk in the next few weeks if the hormuz situation persists could make covid look like a walk in the park.
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Cape traders seeing these vols
CapitalEdge@Capital_Edge_
If you thought Silver vol at >80 was huge, oil vol is >120. That's a 7.5% implied daily move. At these levels, there's zero directional bias, and purely markets pricing a very wide distribution of possible outcomes. For traders, this vol means wider stops and smaller risk.
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@ElliotDodson @CRUDEOIL231 a few in and less out so far, remember you are getting paid insane money just for staying in region and storing...
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Jimmy War retweetledi
Those 30-50k Q2 Cape upsides are going to leave a mark with whoever sold them before March ends...
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@DnaShipping yday it was people without “steel in the water” today its rio, who will u blame your negative pnl on tomorrow?
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