Strait of Chenny
@ImNotChenny
Followers
2K
Following
55K
Media
5K
Statuses
20K
🦀🔪🥙 // Pronouns: Closed/Open
Switzerland
Joined July 2018
Oil/equity correlation going to zero
What matters is the price of oil and WTI is at $101.. Interest rates only positive. Either oil or rates, one of the other, is wrong
1
0
2
It‘s so over
Unlike the housing/mortgage crisis in 2007-8, there is a solution to the private credit situation: take the hit. The vast majority of companies are solvent so sell them, take some losses. Don't get Dead!
0
0
4
‚Heaven is coming‘
Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend. One of the best times in a
3
0
6
“… Do the opposite: If they pump it, short it. If they dump it, go long…” (Financial warfare in the age of social media; next he’s going to start his own Substack blog or even a podcast)
Heads-up: Pre-market so-called “news” or “Truth” is often just a setup for profit-taking. Basically, it’s a reverse indicator. Do the opposite: If they pump it, short it. If they dump it, go long. See something tomorrow? You know the drill.
49
84
750
And yes, that's a snapshot. Ukrainian attacks on Russian export oil terminals could change the math, probably reducing supply by another 2 million b/d.
3
23
287
Ukraine watching Iran having some success burning down world energy supplies and thinking ‚hold my beer‘. The universe is trolling us hard
BREAKING: Ukrainian suicide drones are striking the Russian oil terminal in the Baltic Sea port Ust-Luga for the third time in a week.
0
0
5
BREAKING: US-Israeli attack targets water source in Iran's Haftgel, Iran's Fars news agency reports, citing a local official 🔴 LIVE updates: https://t.co/UhlVkjaICP
33
269
628
BREAKING: Rosatom says situation at Iran's Bushehr nuclear power plant continues to deterioriate after multiple Israeli attacks. 🔴 LIVE updates: https://t.co/n2pfJDerif
116
2K
3K
There’s one trade that nailed it since the war started, short systematically every TACO, and /or optimist BS propaganda induced bounce.📈
1
5
17
‚This won‘t harm my baby‘ The baby:
The view from Apollo chief economist Torsten Slok: “Markets are overreacting to what will likely be a 4- to 6-week period of volatility, which will ultimately result in 50 years of stability in oil markets, supply chains and geopolitics.”
0
0
10
We will be so back by Monday, thank fuck fo Cramer
Relentless give up.. Oil up, rates up, stocks down. A short-seller's paradise!!!
0
0
7
NOW - Trump: "Cuba is next, by the way. But pretend I didn't say that, please."
422
2K
15K
* TRUMP: IF WE CHANGE THE DOW JONES AVERAGE TO THE DOW JONES MEDIAN, IT MAY GO UP THOUSANDS OF POINTS
28
29
1K
Jerome Powell after spending 8 years rebuilding the economy only for Trump to mess it up in 8 minutes
49
329
6K
Chinese steelmakers reading this
Following today’s Israeli strikes against two of Iran’s major steel processing plants, the Iranian state-run Tasnim News Agency, which is affiliated with the Islamic Revolutionary Guard Corps (IRGC), has published a graphic highlighting and warning of retaliatory attacks soon
1
0
7
Following today’s Israeli strikes against two of Iran’s major steel processing plants, the Iranian state-run Tasnim News Agency, which is affiliated with the Islamic Revolutionary Guard Corps (IRGC), has published a graphic highlighting and warning of retaliatory attacks soon
69
130
800