Feed - Buzzberg

17:24
Apr 16

@burggrabenh

@drwhisky1 Absolutely the same but on far smaller scale

17:23
Apr 16

@burggrabenh

@stoitz U not gonna read it from the MAGA fan club. Corruption is irrelevant as long as it ✔️ the campaign points

16:52
Apr 16

@burggrabenh

@EddieLovoQua IDK

16:32
Apr 16

@burggrabenh

@rossiadam U should consider the Rossi MBA school of common sense

16:28
Apr 16

@burggrabenh

Orbán ran the same playbook as the Kremlin mobsters, just in a Hungarian traditional dress. Blur the line between state, party, and “indepe…

16:10
Apr 16

@burggrabenh

Dangote is finally winning It’s “highly profitable,” said Alan Gelder, VP Wood Mackenzie. He assessed the facility’s gross margin was over …

16:03
Apr 16

@burggrabenh

@BoscherMTG @BijuSDamodaran Yup

16:01
Apr 16

@burggrabenh

The “Special Military Operation” met Clausewitz’s fog of war, and got lost in it. Almost 3 decades of Putinism corrupted everything that wa…

15:20
Apr 16

@burggrabenh

@BijuSDamodaran @BoscherMTG Game of poker

14:55
Apr 16

@burggrabenh

@BoscherMTG @BijuSDamodaran Let’s see. Certainly possible but I think he prefers “Economic Fury” in combo with an old school JFK blockade

14:54
Apr 16

@burggrabenh

We’re in phase 2 of the crisis, where securing two diesel cargoes, barely a day of national consumption, gets paraded as a political win to …

13:52
Apr 16

@burggrabenh

@BijuSDamodaran A likely outcome is that the hot war part is over (more or less) but negotiations don’t yield any concrete results for years…

06:23
Apr 16

@burggrabenh

Economic Fury https://t.co/deBkk0HfCp

14:56
Apr 15

@burggrabenh

After losing its relevance as a purveyor of tech-bro sneakers, Allbirds wants to become an artificial-intelligence company - and its stock i…

12:28
Apr 15

@burggrabenh

😆

11:10
Apr 15

@burggrabenh

The takeaway is simple: Not a single serious fleet manager or charterer, the ones that actually move global trade, is sending vessels in. …

09:05
Apr 15

@burggrabenh

The taximeter doesn’t stop

09:00
Apr 15

@burggrabenh

@Goeun_6121 Yep

02:06
Apr 15

@burggrabenh

@nleempower U bet

02:04
Apr 15

@burggrabenh

Gonna watch Thirteen Days again on the weekend

01:49
Apr 15

@burggrabenh

@Amy_Siskind Fake

01:23
Apr 15

@burggrabenh

Tanker industry executives described the situation in the Gulf as a “double blockade” as vessels are forced to comply with a mandate from th…

00:52
Apr 15

@burggrabenh

@rossiadam Awesome 👏

23:43
Apr 14

@burggrabenh

@jeremie0117 https://t.co/9w4rQyQZvT

23:36
Apr 14

@burggrabenh

@jeremie0117 Thx. Saved an will study. Cheers

23:26
Apr 14

@burggrabenh

Crude shortages are one problem. The right crude quality is the other, and just as big, yet far less discussed. The world is short barrels,…

18:06
Apr 14

@burggrabenh

@realKunalAShah Transmission mechanism -- from Asia and distillates to everywhere else -- takes time. Market is in show-me mode. Oil will sh…

USO

MED

14:35
Apr 14

@burggrabenh

@IliaBouchouev Thx Ilia

11:18
Apr 14

@burggrabenh

The escalation trap https://t.co/bxexM9JkSq

21:43
Apr 13

@burggrabenh

Staatsgläubigkeit https://t.co/kLOaxKDquU

21:31
Apr 13

@burggrabenh

@TexasOncologist @Rebecca98869736 Basically 2022 was nothing other than fear. This is real but transmission takes time RBOB https://t.co/pL…

21:29
Apr 13

@burggrabenh

@TexasOncologist @Rebecca98869736 My hunch too. I read a lot of „4 is the painpoint“ We should get to 5-6 by summer, ceteris paribus

21:19
Apr 13

@burggrabenh

@tylermacro10 It’s a distillate crisis in Asia spreading via supply chains. takes time. Took 2y in 1970ies. Crude shortages and quality matt…

21:16
Apr 13

@burggrabenh

@TexasOncologist @Rebecca98869736 What pump price is too much? $4?

20:58
Apr 13

@burggrabenh

@tylermacro10 Keep an eye on products and the transmission mechanism in a supply shock. Not like Covid. Anyway, not a high frequency trade. …

20:18
Apr 13

@burggrabenh

@Straddl32161987 Grüsse aus der Schweiz 🇨🇭

20:17
Apr 13

@burggrabenh

@tylermacro10 Huge net buyers Baseline is big. They buy what they must and optimize beyond (more nuanced for different players). Has always…

20:04
Apr 13

@burggrabenh

@HyperbolicDisco @mamboitaliano__ Winkelried type https://t.co/lj7dHtz6PR

19:58
Apr 13

@burggrabenh

@tylermacro10 2022/23

18:54
Apr 13

@burggrabenh

Stage 2 begins https://t.co/V66Gb5qx96

18:42
Apr 13

@burggrabenh

@RaminNasibov ❤️💐🫵

18:40
Apr 13

@burggrabenh

Congratulations to the new Prime Minister of Hungary

18:35
Apr 13

@burggrabenh

U-turn

18:03
Apr 13

@burggrabenh

@ed_fin @MarketsPuke Precisely how it is, mostly

16:40
Apr 13

@burggrabenh

@Rebecca98869736 How so?

16:06
Apr 13

@burggrabenh

Three clocks are ticking. First, the nuclear clock, how fast Iran can rebuild and potentially break out covertly. Second, the regime clock…

16:01
Apr 13

@burggrabenh

@TexasOncologist Awesome. Texas is awesome, second only to Switzerland. :-)

15:40
Apr 13

@burggrabenh

@TexasOncologist Hence your profile pic Was my favorite series in my teen years

14:40
Apr 13

@burggrabenh

As I’ve said repeatedly by now, avoid most commentary on the oil space by generalists on this platform. It’s riddled with basic category err…

11:41
Apr 13

@burggrabenh

@TexasOncologist 6 weeks past for the boss to get it. 6 weeks in oil markets is like 6 months in live

Feed — Buzzberg