@Cole_Smead We all in uncharted territories but it is always wiser not be overly leveraged and adapt quickly to changing conditions.
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bvfin216
3.1K posts
Lots of short covering among the prognosticators that were bearish. Names should be named. We got receipts.
Nugget Capital Partners (NCP)@NuggetCapital
AMRITA SEN: MINIMUM $70-80 IS THE NEW FLOOR FOR OIL, PROBABLY CLOSER TO $100. big gap up from her $40 call in Q4. 📈🐂🛢️ cnbc.com/video/2026/04/…
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I think the "Green Chicken" may have laid a giant egg......
Thoughtful Money®@thoughtfulmoney
Energy analyst @DoombergT warns that $100+/barrel oil prices won't last long after the US stops its war against Iran ...and that lower prices, MUCH lower prices, perhaps as low as $25-30/barrel will ensue To learn why, watch: youtu.be/ouWPpSlCbdE
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@energyburrito Someday in future oil will go to $30 but in between it will take a $200+ sojourn.
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@JoshYoung That’s the reason he doesn’t show his face what if someone recognizes his BS in shopping mall.
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@VandanaHari_SG To burn all the short sellers and probably benefit some insiders.
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What was the purpose of Trump's address to the nation?
- He said absolutely nothing that hadn't already been said multiple times in recent days
- He offered nothing to sustainably drive oil prices lower and US equities higher
- Given the widespread disbelief that the US and Iran are in talks, there was no case for an "update"
One is then forced to conclude that the principal aim was to threaten Iran again to make a deal or face strikes on its power and oil infrastructure.
The Easter weekend could prove pivotal. Will it deliver a solution or leave the battlefield in even bigger ruins?
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@JoshYoung I am sad for them but they should have consulted us before diving in!
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They're not going to be happy tomorrow. x.com/i/status/20394…
Energy Headline News@OilHeadlineNews
TRADERS POUR $977 MILLION INTO LEVERED BET THAT OIL WILL PLUNGE - Bloomberg
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Big news!
We finally get to ask the question on everyone's mind: How does she do it??
She's had a storied political career, but Nancy Pelosi also happens to be one of the greatest investors of our generation.
Always one step ahead of the curve - she'll reveal her top trades right now!
Don't miss it!
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@JoshYoung What is your recession inducing max oil price? Would oil equities stop going up with oil at certain level where recession is inevitable?
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@badcharts1 I buy in for $200 (for short duration) if we are still at war in May but anything more and we are going in recession.
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Keep you eye on the prize.
Oil setting up nicely below yearly defined launch pad towards $300-$500.
War or NO war!
Patrick Karim@badcharts1
Yes, of course we can eventually reach $350 for a single barrel of crude oil. Magnificent yearly defined chart setup morphing into existence. Are you paying attention?
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@JavierBlas yes that would be an additional week, i will take that if it does happen.
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BREAKING: President Donald Trump says the U.S. will “leave” Iran within 2 weeks; “maybe” 3 weeks.
(… That’s stretching the White House’s initial guidance of a 4-6 weeks war …)
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@BurggrabenH That would be equivalent of injecting bleach for curing covid.
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Well, at this stage I am just grateful this administration didn’t order its pilots to bomb Switzerland accidentally. I mean, it’s kind of mountainous here too, a bit like Iran. So one never knows.
Edward N Luttwak@ELuttwak
Before waging war on a country one should gather at least as much information as one would need to select a holiday destination. But it is not Trump's fault: the CIA cannot read countries w/o agents in country, w/o analysts who know Farsi (even its top expert GR did not).
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@KarlApexFit I find Skyr tastes much better than Greek yogurt. No sour taste as in traditional yogurt.
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#1 Breakfast on the planet....
Whey
Blueberries
Greek yogurt
Add some PB2.
Eat this everyday and I guarantee you get in shape.
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BREAKING: Trump says it will take 15 to 20 years for Iran to rebuild
🔴 LIVE updates: aje.news/hnjlh9?update=…
GIF
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@AndurandPierre I think with Trump snubbing MBS, it will be impossible to get lower oil prices from here on. $80 floor on WTI.
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Dec Brent at $79/bl… down $5 today. $40 under the expiry of May contract. This is 7 months forward. Up $10 only since the start of the war. We will lose at least 1 billion bls of inventories due to that war. It could be a lot more if it lasts longer than expected. Incredible how complacent this market is. And this happens after the strongest Brent expiry ever ($15/bl).
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bvfin216 retweetledi
If you think you missed the energy run, think again🤩
CANoilandgas@CANoilandgas
MASSIVE heavy oil TP upgrades from NB on $ATH.TO $CNQ.TO $CVE.TO $IMO.TO $SCR.TO $SU.TO Also see compelling value in the following names: $HWX.TO $SDE.TO $TNZ.TO $TVE.TO $WCPT.TO
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@Rory_Johnston Sharks known for smelling money…. You got some money smell on you buddy…
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@CrudeCO77 @NuggetCapital Someone is stuck in Jan 2026. When markets change fundamentals change and when flows are restored fundamentals will change again.
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@NuggetCapital And how exactly is this not because of fundamentals?
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Have to give it to the gold then oil bros.
It happened. Not really for fundamentals though.
Winning is winning!
Lisa Abramowicz@lisaabramowicz1
Brent crude is up about 58% so far this month, the biggest monthly gain on record.
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@Rory_Johnston very close to demand destruction prices as learned from 2022 peaks of 130+60.
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Brent Crude: $114/bbl
US diesel crack spread (refining margin): $77/bbl
US diesel wholesale market price > $190 per barrel
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