John Kramer
2K posts

John Kramer
@JohnKramer55238
CPA extraordinaire, Larry the office cat’s butler, & the 2nd most famous person born in Kingston, NY.


There's only one thing that could actually stop us from beating Iran: the fracturing of the American people. I understand not wanting war. However, we're in one right now. So, I'd prefer to win. Sadly, it seems like a lot of Americans would rather Iran win. And some even seem to agree with the religious zealots in Iran who wake up every day and pray for the destruction of the West. This is LUNACY.







Ceasefire: My best guess as to what has been reported so far is that both sides approached the ceasefire with differing priorities and conditions, leading to a fragile, temporary two-week agreement announced today. Let’s hope serious negotiations begin.






I feel like the oil market has already crossed the point of no return, regardless of how this war plays out. At first this wave just swallowed up everything East of Suez. We saw force majeures popping up all over Asia and premiums going through the roof. But now the Atlantic wall has officially crumbled. Only oil nerds like us are checking this stuff lately, but seriously—just look at the North Sea Platts window and the USGC diffs. This is nowhere near normal. I know some ppl are getting all hyped up every time a single Handy tanker or LPG carrier squeaks through Hormuz, even claiming there’s a secret fleet of tankers slipping through. I highly doubt it. If supply was actually fine, Atlantic physical diffs wouldn't be screaming like this. These numbers only happen when you're hitting a massive supply shock. Like some of smart guys have noted, once you pass a certain threshold, it doesn't even matter if Hormuz reopens—the logistical bottlenecks will make it impossible to absorb the shock anytime soon. I’m pretty sure we’ve already crossed that line. #oott #iran



Tucker Carlson implores White House staffers to say no Trump's orders







