Gavin

@GavMcCracken • 19,323 subscribers

Head of commodities macro + AI PhD + sarcasm. Up +2200x in 6.4 yrs of investing. Posts are speculations - not financial advice.

Shorts

It's the greatest 3-way standoff in history. Refiners are looking for a peace deal to refill oil depots cheap post-deal. The issue? They're all running the same strategy, refiners are together watching other refineries. Extinction event if they all hit the bid simultaneously!

It's the greatest 3-way standoff in history. Refiners are looking for a peace deal to refill oil depots cheap post-deal. The issue? They're all running the same strategy, refiners are together watching other refineries. Extinction event if they all hit the bid simultaneously!

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