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Sam Kovacs

@SamKovX • 6,742 subscribers

I hunt the biggest trade in macro. Right now: oil and Hormuz. Macro investor | Policy Advisor | 46K on Seeking Alpha As Babylon burns, we'll light the cigars.

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Why Iran FM Araghchi won’t leave NY:

Why Iran FM Araghchi won’t leave NY:

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You've seen the Big Short? THIS IS THE BIG LONG. The market is not trading the world as it is. The market is in La La Land, and it is handing us a massive opportunity. The strait of Hormuz has been shut for months. On Sunday NOT A SINGLE SHIP PASSED THROUGH THE STRAIT. (Kpler) They clearly don't want you in this trade, and to be in this trade is probably a little distasteful: You're betting against the administration, and you're betting that normal people will have to suffer because the government dug a hole and is now unable to get us out. The jawboning and the inventory draws have tricked the market into a state of complacency. The market is asleep at the wheel, and the trade is ours to be had. Check out my latest report with my 13 stock picks. A big chunk of it is FREE.
3:01
SamKovX's profile picture

You've seen the Big Short? THIS IS THE BIG LONG. The market is not trading the world as it is. The market is in La La Land, and it is handing us a massive opportunity. The strait of Hormuz has been shut for months. On Sunday NOT A SINGLE SHIP PASSED THROUGH THE STRAIT. (Kpler) They clearly don't want you in this trade, and to be in this trade is probably a little distasteful: You're betting against the administration, and you're betting that normal people will have to suffer because the government dug a hole and is now unable to get us out. The jawboning and the inventory draws have tricked the market into a state of complacency. The market is asleep at the wheel, and the trade is ours to be had. Check out my latest report with my 13 stock picks. A big chunk of it is FREE.

Sam Kovacs

128,758 views • 2 months ago

Evolution of the Brent forward curve YTD.
0:30
SamKovX's profile picture

Evolution of the Brent forward curve YTD.

Sam Kovacs

16,138 views • 14 days ago

HOW THE US MANIPULATES THE PRICE OF CRUDE OIL. It is clear to me that the US has used every tool and signal at their disposal to suppress the price of crude oil to further the administration’s goals. I will be presenting my research on this topic at noon today. stay tuned.
1:18
SamKovX's profile picture

HOW THE US MANIPULATES THE PRICE OF CRUDE OIL. It is clear to me that the US has used every tool and signal at their disposal to suppress the price of crude oil to further the administration’s goals. I will be presenting my research on this topic at noon today. stay tuned.

Sam Kovacs

19,586 views • 3 months ago

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