CL directional thesis
When the threats get this loud and insane, that's the bottom, the dumbest money on earth has never bet this hard against oil and I will not be short.
“I got bearish at those spots, right? He threatened to nuke Cargill Island and I was a bear. But you kind of only really have one option, which I think is to be a local bull when that happens the next time, because it's so extreme and loud and just outta character that the only really direction you can go is to fade it.”53:32claim_id
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