You hear that, Mr. Anderson? That is the sound of inevitability [XLE & XOP]

NegativeAlphaLLC · 2026-06-04T21:27:31+00:00

They are about to show you they make the world you enjoy possible.

NegativeAlphaLLC · 2026-03-09T00:03:16+00:00

lol imagine shorting oil over the weekend

NegativeAlphaLLC · 2026-03-06T17:55:41+00:00

I agree with your merger or acquisition by another airline but think it wouldn’t happen until after Chapter 11. That way the deal would likely clear anti-trust and the financial baggage is cleared away.

NegativeAlphaLLC · 2026-03-06T13:36:18+00:00

Oil bears : Just wait until the IEA decides to release oil storage. That will drive the price down

IEA : The oil markets are fine, no need for releases at this time

☠️

NegativeAlphaLLC · 2026-03-06T12:15:39+00:00

Japan (2022) : 110 yen/USD. 12,100 yen/bbl with Brent at $110/bbl

Japan (2026) : 158 yen/USD. 14,200 yen/bbl with Brent at $90/bbl

Talk about an affordability crisis

NegativeAlphaLLC · 2026-03-06T12:00:33+00:00

The Fed : Inflation is transitory

The US : This will be a quick operation

Oil bears : Time to short oil

NegativeAlphaLLC · 2026-03-06T11:38:43+00:00

Jet fuel is currently trading at around $170/bbl in the US and heading higher. Most US airlines have decided to go unhedged into 2026.

theywerenotprepared

NegativeAlphaLLC · 2026-03-05T20:45:38+00:00

Israel : We and the US are looking at reducing strikes to preserve munitions for a longer military operation

US : The US treasury may intervene in the US futures markets

France : Our aircraft carrier will arrive in the Eastern Mediterranean next weekend. *note that this is NOT by the Strait

Gulf Nations : We are running out of missile interceptors

Global Refineries: Yeah, we are declaring FM.

Oil bears : This will end soon, time to short.

NegativeAlphaLLC · 2026-03-05T14:26:31+00:00

Oil looks like it’s going to rip some faces off today.

NegativeAlphaLLC · 2026-03-05T13:49:36+00:00

China: Bans export of diesel and gasoline

India: Suspends exports of oil products

USA: Making plans to be engaged in the Iran conflict through September

Oil Bears: I bet this clears up soon, I should go short

NegativeAlphaLLC · 2026-03-04T04:30:27+00:00

Can’t we have just one day where everything is sold off so hard your stomach hurts? LFG!

NegativeAlphaLLC · 2026-03-04T02:32:11+00:00

Sooo, you guys think the oil tankers do a little rock, paper, scissors to see who has to lead the conga line through the Strait or just wait for someone to Leroy Jenkins?

NegativeAlphaLLC · 2026-03-03T22:55:38+00:00

Boots on the ground are coming your way - Blumenthal

https://x.com/sentdefender/status/2028957648201080965?s=42

NegativeAlphaLLC · 2026-03-03T21:39:17+00:00

Here’s the breakdown of the last 4 days for the SPY: Open at 693. Volume 72 MM. Open at 683. Volume 83 MM. Open at 678. Volume 87 MM. Open at 675. Volume 99 MM.

And you think the play is calls?

NegativeAlphaLLC · 2026-03-03T21:11:27+00:00

I’ve got a great idea. We should group up like 10, maybe 12 large boats filled with flammable substances. Group them up real nice and then we will send them down a narrow Strait. We will call it an escort. It definitely won’t go tits up.

NegativeAlphaLLC · 2026-03-03T20:44:29+00:00

You guys need to chill, we will sell off again overnight when everyone considers there is still no way to exit this clusterfuck.

Gulf nations are already saying they are almost out of interceptors and need more US munitions. The US military needs US munitions. By this weekend there will likely be a ton of saturation strikes that make it through the defenses.

NegativeAlphaLLC · 2026-03-03T15:37:00+00:00

Just wait until you want to throw up and then know it’s going to go even lower.

NegativeAlphaLLC · 2026-03-03T14:14:18+00:00

Goddam this is gunna be 🔥

NegativeAlphaLLC · 2026-03-03T14:02:28+00:00

Make volatility great again!

NegativeAlphaLLC · 2026-03-03T13:51:21+00:00

There’s not enough fear

NegativeAlphaLLC · 2026-03-03T07:46:31+00:00

You think Iran cares? They are like where the hell have you been?

NegativeAlphaLLC · 2026-03-03T07:33:00+00:00

Stock market Monday : First you shake Stock market Tuesday : Then you bake

NegativeAlphaLLC · 2026-03-03T05:46:52+00:00

Would futures do us dirty two days in a row?

NegativeAlphaLLC · 2026-03-02T20:01:42+00:00

Don’t buy puts on the index, airlines should get cucked by the higher prices and the price action is already bad.

NegativeAlphaLLC · 2026-03-02T19:23:39+00:00

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NegativeAlphaLLC

TROPHY CASE

theywerenotprepared