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@bloomberg.com #jonathanferro
why wasn’t Smantha Dart of Golden Sachs asked about the oil tankers on the high seas? As long as they’re at sea oil companies don’t book the cost of oil on there balance sheet. Thus it cheaper pay freight and a way to influence prices!

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@bloomberg #JonathanFerro and #Lisaabramwicz push back aggressively on #StephenMiran suggestion flying blind without being data dependent

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