I’ve been excited like a little schoolboy the past weekend about getting back into money management. After two years of respite that afforded me with time to unwind, write books, shit post on the internet all day long, I’m finally ready to re-enter the field and shit on all of you inferior advisors like an elephant in the jungle, after eating a fuckload of grass.
Doing my work this evening, I noticed there is a blowout underway in the Brent-WTI spreads — widening to more than $6.
Listen to me, this is pure profit for some refiners out there and I know just the one’s who stand to profit the most. Back in the old days, Le Fly was an avid buyer of refiners, to the point of obsession. I’ve always found that when I obsess over something it allows me to become an authority on the subject. Over the years, I’ve obsessed over plenty of things, many of which you fucktard readers have bore witness to. As sure as I am sitting here now, the refiners will bust the fuck loose tomorrow.
Here is the field from which we will play from.
Aside from that, futures are lower — expect to lose money in your idiot stocks.
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Nothing will beat the days of long WNR (no Weinstein)
The one to buy isn’t on your screen.
Prove your point and tell us then.
He can’t tell us, it’ a secret.
😉
You looking to go steady with Fly? I don’t think he’s into you.
PBF has a high hybrid and a high short interest…
Also TSO is now ANDV
Thanks, fixed it.
Now your list has the one to buy. But be aware that there is a group in the industry out there saying that estimates of domestic shale is way overstated which is accounting for WTI being priced $4 to $5 too low vs Brent – and expecting the market to correct that difference.