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11:52
Apr 16

@biancoresearch

Follow up

03:02
Apr 16

@biancoresearch

Former President of Russia warning Russia will bomb drone factories in Europe that supply Ukraine. Why? Russia is either losing the war or …

01:58
Apr 16

@biancoresearch

Allbirds flashback https://t.co/1G90T4TLZS

01:55
Apr 16

@biancoresearch

Does anyone remember Dec 21, 2017, when Long Island Iced Tea rebranded as Long Blockchain? It was up 183% that day. It was less than a we…

BIRD

MED

01:54
Apr 16

@biancoresearch

Does anyone remember Dec 21, 2017, when Long Island Iced Tea rebranded as Long Blockchain? It was up 183% that day. It was less than a week…

16:43
Apr 15

@biancoresearch

https://t.co/dDP0lfXg1T

18:03
Apr 14

@biancoresearch

The "deal on" hype machine is now in high gear *TRUMP SAYS IRAN TALKS COULD HAPPEN OVER NEXT TWO DAYS: NYP If a deal opens the Strait and …

18:01
Apr 14

@biancoresearch

The S&P 500 all-time closing high was January 27, 2026, at 6,78.60 As I write this, the S&P 500 is at 6955, less than 14 points awa…

10:19
Apr 14

@biancoresearch

@mercoglianos This is just VLCCs It’s about 30to 40 more (dark blue) https://t.co/Ny200ipwab

02:40
Apr 14

@biancoresearch

The MOVE Index is "the bond market VIX." It measures the implied volatility of 30-day options from the 2-year note to the 30-year bond. Bon…

01:55
Apr 14

@biancoresearch

TLT is a good proxy for bond market interest. And interest (volume) is now at a 3+ year low. $TLT's volume today was 12.720M shares, the lo…

21:00
Apr 13

@biancoresearch

*S&P 500 RISES 1%, SET TO ERASE LOSSES SINCE IRAN WAR BEGAN

19:57
Apr 13

@biancoresearch

@ameliaIra8 Silicon Valley VC has plenty of money to fund startups.

19:55
Apr 13

@biancoresearch

Last night, risk markets opened down on "deal off." Over the last 24 hours, risk markets rebounded on "deal on." I look forward to tomorro…

13:17
Apr 13

@biancoresearch

@myStankFace I address the Suadi bypass here. tl:dr - way overstated. https://t.co/S9JKzHihoq

13:14
Apr 13

@biancoresearch

@txgermanbre $200 crude

USO

13:13
Apr 13

@biancoresearch

@ameliaIra8 Legacy software companies still have higher costs that they have not eliminated. New entrants don't have this problem

13:12
Apr 13

@biancoresearch

@wallstnomads Yes, they will break all speed records, and these pipelines will be built in 2 to 3 years.

13:03
Apr 13

@biancoresearch

@wallstnomads It will take years to build hundreds of miles of pipelines to bypass the SoH.

13:00
Apr 13

@biancoresearch

@LibertarianJzus Do you think rental car companies care about the brand power of their accounting software that is specifically designed for…

11:38
Apr 13

@biancoresearch

Private credit was always on a search for companies that had a big moat (meaning competitors could not easily disrupt them) and stable cash …

11:35
Apr 13

@biancoresearch

@Goldfiinger Doesn’t work that way, everyone runs a well as fast as possible. The only wells that can have that kind of variable speed are …

11:00
Apr 13

@biancoresearch

Before the war, the world was producing about 100M barrels of oil a day, and consuming about 100M barrels of oil a day. Now the world is pr…

USO

HIGH

00:34
Apr 13

@biancoresearch

@kkmaway time for a haircut then

20:19
Apr 12

@biancoresearch

@AnthonyFatseas A Panamax tanker (the largest that can go through the canal) can hold 500k barrels of oil. A VLCC (Very Large Crude Carrier…

17:32
Apr 12

@biancoresearch

@the_negative01 Umm, there was a war ... Russia/Ukraine began in 2022.

16:05
Apr 12

@biancoresearch

*TRUMP: I DOUBT CHINA WOULD SEND IRAN SHOULDER MISSILES *TRUMP: IF I CATCH CHINA GIVING IRAN ARMS, IT'D GET 50% TARIFF *TRUMP'S TELEPHONE …

15:59
Apr 12

@biancoresearch

@joe_jagintx https://t.co/S9JKzHihoq

15:58
Apr 12

@biancoresearch

Lots of posts in my feed crowing that empty tankers are sailing to the US for crude oil. I guess they forgot that this means demand for US c…

USO

MED

15:48
Apr 12

@biancoresearch

@David_Kudla https://t.co/S9JKzHihoq

15:43
Apr 12

@biancoresearch

@KatiePavlich https://t.co/VUsJGmb9Rc

15:42
Apr 12

@biancoresearch

@amuse https://t.co/VUsJGmb9Rc

15:42
Apr 12

@biancoresearch

@JoshYoung https://t.co/VUsJGmb9Rc

15:39
Apr 12

@biancoresearch

The numbers in the repost below, are often cited, but overstate the incremental mitigation from reroutes by counting full pipeline/terminal …

15:22
Apr 12

@biancoresearch

@CloutedMind https://t.co/VUsJGmb9Rc

15:22
Apr 12

@biancoresearch

@GenFlynn https://t.co/VUsJGmb9Rc

15:05
Apr 12

@biancoresearch

@saltytunafish1 It is a world problem, and crude oil (and US gasoline) are based on world prices. So, their problem ... your pump price.

14:58
Apr 12

@biancoresearch

Yes, it appears supertankers are heading to the US to get oil. The US exports 5 million barrels a day. So, the US has it. BUT.... The maj…

TNK

MED

13:07
Apr 12

@biancoresearch

@RohanJ_Markets Correct, the answer is no, because every drone and missile Iran has is a war crime.

13:03
Apr 12

@biancoresearch

*TRUMP SAYS US WILL BEGIN BLOCKADE OF SHIPS TO AND FROM HORMUZ The shipping tourists can stop counting ships. It is now zero. https://t.co/…

13:02
Apr 12

@biancoresearch

*TRUMP SAYS US WILL BEGIN BLOCKADE OF SHIPS TO AND FROM HORMUZ The shipping tourist can stop counting ships. It is now zero. https://t.co/x…

12:58
Apr 12

@biancoresearch

@JesseCohenInv This is not crude oil; it is the ETF USO. Look at the percentage change.

01:39
Apr 12

@biancoresearch

@dsjc9 JD Vance just spoke in Pakistan ... said they talked for 21 hours, do not have an agreement, and they are packing up and going home.

01:37
Apr 12

@biancoresearch

Sounds like the war is back on.

00:52
Apr 12

@biancoresearch

No one can make money when prices are soaring and collapse by $20 in a few days.

19:58
Apr 11

@biancoresearch

My working hypothesis is that the extreme volatility in the energy markets has largely led to losses. No one can make money when prices are…

13:38
Apr 11

@biancoresearch

https://t.co/BrBdceeoER Interesting take by Bloomberg: A US destroyer was seen moving from Fujairah toward the waterway, Iran’s semi-offic…

13:16
Apr 11

@biancoresearch

@MountDoraLetter They all have these biases. Michigan details it, the rest hide it.

13:15
Apr 11

@biancoresearch

@Atlbr44 They all are, Michigan details it, the rest hide it.

13:13
Apr 11

@biancoresearch

@cubanjulioneira @TheDissipation Wait, it did not figure this out around 2017?

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