Kuppy
@hkuppy
CIO of Praetorian Capital and author of Kuppyโs Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
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1) OIL THREAD - In April, we were drawing roughly 2m+ bbl/d with an expected expansion to roughly 4m bbl/d as OPEC+ cuts began in May. The question was - why was oil trading so slo...
1) The last 9 months sucked for CRBs. We suffered through CBs raising rates and convincing generalists that commodity demand would decline. We suffered through a Chinese lockdown t...
1) Quick comments before we head off to battleโฆ https://t.co/A9EEIRdBSS