Alpha Tango

Everybody relax; it's much worse than you think...

@DarioCpx Except theres a gas leak in the house and the president is waving a July 4th sparkler around...

So basically this is the status of the negotiations between US and Iran

@jeremie0117 ...yes... young man. Is that not accurate?

@AlphaTangoWin Young man? Stupid how? From shorting oil from 105 to 75 and closing the trade? You’re really funny, aren’t you?

@jeremie0117 I'm not talking about retail trades. Peanuts. Good for u...

@rjplanetb And this isn't the 1970s. People are much weaker mentally, brains fried on social media & antidepressants. It's gonna be a horror show...

You guys are watching minute by minute. Im watching the macro picture. Watch the the CRUDE DRAWS this week. They are NOT stopping any time soon and there is a violent squeeze on oil incoming #OOTT

@jeremie0117 It will be called Oil Supply Shock Crisis 2026. You're about to learn a lot young man. 20yrs from now you'll deny that you were this stupid. But we all have these moments in life...

@AlphaTangoWin I really hope that you are either joking or on something strong.

@jeremie0117 The strait isn't open. Even if it were, it's too late, shortages still coming. You have no idea what you're talking about...

@AlphaTangoWin It was below $100 with a closed Strait, now imagine with an open one, you are delusional.

@DonMiami3 @TonyNashNerd The average person is weaker mentally, physically, emotionally, and spiritually, than the average person in '29. If that happens, it won't work out too well...

@TonyNashNerd Need ‘29

This sucks. We need outright deflation.

@OilCoIntern Europe is gonna freeze over this winter, they cant stock enough gas.

Hell will freeze over before a personal apology is made

@PrognosticApex Nah bro these 🥷 in the white house out here trippin...

Camping was great. How we looking fam? Got that straight open? Israel done bombing? Did we sign that deal in Switzerland?

@JoshYoung It should already be about $175 lol

Weekend oil +3.4%

@TOzgokmen *3 weeks now...

Are people really thinking that Trump is James Bond and JD is Ethan Hunt, who have any capacity to save the world with 4 weeks left on oil reserves & Iran having conditioned the world's most important oil trade on Jews being forced out of Israel? Delusional...

@LinkedInLunat1c Meanwhile people like Bill Gross wear $50 Casios...

A cheap Rolex makes you look uneducated

@Cheekybaua @RazorOil It's bout to get juicy as a mf real soon regardless...

@RazorOil Very interesting theory, if so, it’s gonna get real juicy real fkn soon ⌛️🛢️🚀

So I was thinking, you know how Trump said that they only had “4 weeks for inventories” therefore needed the agreement… Exact quote: “Also, we run out of reserves in about four weeks. You know, there are reserves all over the world, and we would really run out, and there’ll be a time when you wouldn’t be able to get it. And you want to see bedlam?" What if he was talking about the agreement they made with China during his visit there, what if the Chinese committed to a certain timeframe before they start buying… and what if Iran is aware of that…( perhaps an amateur speculation hour but I don’t do it often so don’t judge…)🤨🪒

@OilCoIntern @cadeinvests Very good point. What will happen when things turn is they will panic, turning the correction into an overcorrection. "Weak men create hard times", cliche' but true...

This is a good reminder that every person under the age of 40 thinks of themselves as elite investors. They’ve never lost. Everything they touch gets 15%+ without fail. Their houses have gained hundreds of thousands in equity with minimal down payments and zero percent rates. It will be interesting to see what happens when things turn.

Sit back and admire how great the S&P 500 has done the last 10 years. Generational run. Who knows what’s next.

@BrettErickson28 U know what I'mma say...

Increasingly concerned this MOU is falling apart

@BillPilgrim18 Option 1 is the blatantly obvious answer. If Biden made all the exact same statements in the exact same situation, you would say dementia without question. The idea of any other possibility is laughable. The president is looney...

This talk makes no sense if Trump just surrendered. It makes a ton of sense if new operations are commencing soon. The same goes for the press conference at the G7. The same goes for everything he has been saying, including in the Axios interview, "There are no limits (on my power)... [The MOU] really probably is unconditional surrender (for Iran)." Here are the two options: Option 1. Trump barely has the cognition to speak, and is deluded to the point of debilitation. Option 2. Trump is aware the MOU is terrible, so if he's talking about "warriors", "no limits" on power, and Iran's "unconditional surrender," there is something else in store. If you are good at reading people, you can even pick up the deception in some other people involved. Bessent, Bibi (the worst two liars), Vance, Rubio. They are acting, and they let it slip, fairly often. Trump never lets it slip. He is the best liar I have ever seen. youtube.com/watch?v=X0NWVb…

Earlier this morning, Pakistan's National Hydrographic Office reported a confirmed mine sighting in the southern Omani transit lane through Hormuz. Bloomberg: The mine was reported just off the northwest tip of the Musandam peninsula, the Omani exclave that protrudes into the strait. All vessels transiting through the area are advised to navigate with extreme caution, the notice said.

@SigEStructure @MarhelmData Bingo

That’s why they are rationing diesel and asking people to stay home. And certainly helps that Russian refinery attacks will cut 1.5Mbpd of exports, which India gets 30% of crude supply from Russia. I’d work on your data context. Not just data reporting. The world works in flows - not facts.

Indian refiners hold ~2 months of crude inventory and aren't rushing for Middle East barrels despite Hormuz reopening.

@AmirAminiMD Western white imperialists always try to emasculate their adversaries. It's one of their favorite tactics. We all know why...