Very curious what date you have on those

@isaiahbishop.bsky.social What are you using as your timeline for the supply shortfall re: long oil? 4-6 weeks from SoH closure was my guess, unsure how you’re feeling but really enjoyed your Substack post on it

What are you using as your timeline for the supply shortfall? 4-6 weeks from SoH closure was my guess

Thanks for this analysis, super useful in this environment of jawboning. Question for you after quick read, are we already seeing the Asian market start to purchase any available barrels like you discussed as a possibility on Odd Lots? I have been reading reports of scary demand destruction already…

Thoughts on Blue Cain??

Net exporter ≠ price agnostic to global $200/barrel

What’s the timeline for western markets?

Any perspective on a timeline when the market realizes the interconnectedness of this and we start to see some genuine perspective change? It still feels like the financial consensus is “This is a short term negative event with very few long term consequences”.

in the elite circles of the US, racism is treated less as a matter of social stratification with direct implications for political stakes and more as a matter of moral etiquette. it is even more notable, then, that this administration can't constrain themselves to the meager associated standards

No, but how.

Any resources/recommendations for heterodox economics on the Fed?

Yes that is what I meant. I gotchu, discouraging lying as a value among many including not being a bad person in the first place. Thanks for the reply.

Dr. Táíwò, do you see a distinction between enforcing this norm and the “Hypocrite!” calling? I imagine the difference is the power of enforcement?