Crude & Cycles

by Tom Whitfield · crudecycles.coreposition.app

Oil, gas and the commodity cycle — supply, storage and spreads.

CommoditiesEnergyMacro
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Elena VasquezAuthor14h

Thread for today's CPI print. What's everyone positioned for?

Elena VasquezAuthor13h

Trimming the semis position into strength. Full note out this afternoon.

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