Jonathan

1.9K posts

Jonathan

Jonathan

@JonathanO312

Katılım Temmuz 2017
649 Takip Edilen72 Takipçiler
RT
RT@RT_com·
Motorcycle CRASHES INTO A CAR AT FULL SPEED at a traffic light in Lugansk, Russia The man died at the scene, local channels report
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Jonathan
Jonathan@JonathanO312·
@RT_com Notice the car in the back doesn’t have brake lights and is probably blocking the brake lights of the car in front. Stupidity from the rider and carelessness from the driver.
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Jason Whitlock
Jason Whitlock@WhitlockJason·
The consequence of black matriarchal culture is showing up in basketball. You see it in the NBA. You can see it clear as day in college hoops. The absence of fathers and patriarchal culture weakens EVERYTHING, including basketball. Purdue, Iowa, Iowa State, Illinois, Nebraska. The matriarchy is not sustainable.
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BoilerMuse
BoilerMuse@BoilerMuse·
What do you notice?
BoilerMuse tweet media
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Jonathan retweetledi
cobra.
cobra.@cobrastats·
All 1,077 of Braden Smith’s NCAA-record assists - here’s how they were distributed to his teammates.
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Scott Shelton
Scott Shelton@oldschoolenrg·
#natgas #naturalgas Good Morning, Schizo NG is struggling to decide whether it correlates to global energy or not. I find it extremely difficult to judge and with the volatility in oil, I am struggling to stay focused on it. Bottom line, to me ... Its all overvalued and at this point, even Q1 27 prices have gone too high for me and I think that they are set up to drop as well as Jan toward 5.50 shows me more risk to the downside than the upside while the front end is probably overvalued by 50c. All of that being said, being short the cheapest Hydrocarbon on the face of the earth is not without extreme risk as diesel balances look extremely tight with refiners cutting runs so "other fuels" remain an issue. Another issue to being short is that there is no hedge ... vol on call option is too expensive and if you buy call spreads, a parabolic move higher will make it hard to monetize call spreads. There is also the sticky issue of H/J staying backward in the cash and balmo and J/k still in backwardation which is positive optic and also the chances of LNG maintenance being cancelled to capitalize on $20+ LNG. The only month or period that looks expensive and worth trying to short is probably Jan27, which is the equivalent of stepping in front of a bus with the hopes that is about to run out of gas. Crude Comment below Good Morning, Prices are mixed with the correlation of WTI versus everything still quite weak at WTI prices are down marginally why Brent is up $1, Dubai is up $4 and Murban is exploding and up $20 for May and trading in the low 140s for May futures. The Dubai window actually fell marginally jnto the high 150s. Diesel remains very strong with the front HO spread up 300pts though the next few are lower and Gasoil sprrads are lower but cracks are stronger. Brent spreads are stronger while WTI spreads are mixed to weaker on April expiry. WTI/Brent is getting hit again despite assurances that there will be no export bans though MEH remains elevated with May +3.00 and DFLs are up 50c to 6.60. Overall, its MESS out here on correlation which only makes markets less liquid as traders stop trading relative value. As for NEWS, I didnt see a lot other than Chinese state refinery runs dropping signifcantly (chart below) and a report from Vortexa showing large drops of floating storage, which should be no surpise. Additionally, Axios reported that the US is considering taking Kharg Island to control Iran exports and help secure the strait, but I dont see how taking an island far away from the strait would accomplish this. Maybe Trump wants to build a sister hotel for Gaza and call it Trump Kharg Island resort and Casino? Meanwhile the IEA has found a magic bullett for demand and told people to work from home. Since my commute is about 20 feet, I have have already done that. Probably the more interesting event today will be the SPR award and how the market react as I am told that there was a lot of hedging done this week (selling spreads) to accomodate this. I will be curious on how it trades after as there is no guarantee that if you hedged, you actually get an oil. I am also waiting for more details on the effort of allies to protect the Strait of Hormuz because as of now, very little is getting through. My thoughts are still bullish Diesel and bullish prices in general. Every day we lose 10 mbd+ of stocks and I would assume every day, loading docks are looking more and more empty which means they cut runs and products get even stronger. The issues of futures with emphasis on WTI is positioning. I would argue that most people with any clue realize that Oil in the front end of the market is terrible short and have covered while many are long it and waiting for prices to rise. The larger issue for the longs is that the short is physical and not futures which makes both spreads and flat price vulnerable to price shocks. That be said, to me ... terminal value is higher until we kill demand or fix the issue with the Strait. On US balances, even with 5mbd of exports, I have seen argument that the US will not draw crude stocks heavily. Whether or not this is true just keeps me in the Diesel longs and will just stay away from long WTI spreads for now.
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Jonathan
Jonathan@JonathanO312·
@CWBChicago The gas stations are dumb and people sold him the food stamps. The people who sold the food stamps seem more guilty of a crime
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CWBChicago
CWBChicago@CWBChicago·
A Chicago man bought people’s food stamps at a discount, used them to buy huge amounts of soda, then resold the soda to gas stations and convenience stores for a profit. Now, he’s going to federal prison. Total scammed: $1,554,804 cwbchicago.com/2026/03/chicag…
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John Mcguire
John Mcguire@GhostofArtBell·
@CWBChicago Is this even a scam - people had food stamps, he gave them cash and then used them
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Jonathan
Jonathan@JonathanO312·
@minakimes Kant, Aristotle, Plato, Socrates, Confuscious, Descartes - those dudes definitely never did any introspection.
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Freddy Doubles
Freddy Doubles@freddydoubles·
Thought of an idea for a new hole. It’s just 17 at sawgrass 2 times in a row. You can either hit wedge-wedge or a long iron if you want to take on an island green from that far away.
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Dr. Gary N. Ross
Dr. Gary N. Ross@kingofcrude·
At -.04 price elasticity of oil dem, every 1 MMBD loss supply (1%) requires a 25% incr in price to balance. How much of the loss of oil supply,15 MMBD, will persist & have to be offset by demand loss. Take that # times 25% time $60/Bbl and there is your price...$100 looks cheap!
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Jonathan
Jonathan@JonathanO312·
@WhiteHouse Murder school children and then make light of it. Special place in hell for this admin
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B1G Ball Knowers
B1G Ball Knowers@b1gballknowers·
BTT UPDATE: -Washington pulls away from USC in overtime to advance. -The United Center has no walkable food options for the real fans who are here all week. -Northwestern/Indiana starts in about an hour, VERY exciting matchup! -This event should never return to Chicago.
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Jonathan
Jonathan@JonathanO312·
@b1gballknowers The west loop is a mile away from there. Fat asses from Indiana want to shuffle to the slop trough.
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Jonathan
Jonathan@JonathanO312·
@DeepDishEnjoyer The squeeze will be epic, and then they’ll have to beg Powell for the printer to go brrrr
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peepeepoopoo
peepeepoopoo@DeepDishEnjoyer·
basically bessent is the most degenerate energy hedge fund trader ever except the aum is completely committed and can't be redeemed since it's our own tax payer money lolololol
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Jonathan
Jonathan@JonathanO312·
@kogasman If these oil prices hold, we are going to have associated gas coming out of our ears.
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Kogasman
Kogasman@kogasman·
#natgas sold most of my position at 3.490+ Observing for now.
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
There are some things you can TACO and there are other things you can’t really TACO
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Jonathan
Jonathan@JonathanO312·
@FaytuksNetwork Feels like the naval drones should be easily countered with decoy boats or deck guns
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Faytuks Network
Faytuks Network@FaytuksNetwork·
NEW: A ship has reportedly been attacked off the coast of Oman, with initial reports indicating the strike was carried out using a suicide boat, according to Mehr News.
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