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MediaAlpha, Inc.

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CF is less exposed to international nat gas prices since their supply comes from US producers, and the nat gas markets are partially region locked due to all LNG plants already being at max capacity. Basically they’ll be getting cheap gas from the US markets while selling ammonia fertilizer in the now supply constrained international markets
This is just going to hold at max pain
I really fucked in Microsoft’, max loss in out spreads , and the spread is bigger than the max
It's literally mad Max in Iran
definitely. it would be useful to look into the 1970s stagflation and see whether people were buying cars. were they used cars? new cars? did car sales collapse? also i would look at 2009, right after the big crash /recession. what was car purchasing behavior. you can ask claude or perplexity to research this sort of stuff, does a pretty good job. im still max short spx and long oil so I haven't dived so deep yet
Spy will be pinned here for the rest of the day, we are right under max pain
Bol and ber can only see 1d max
I think we are close to max pain, should be over soon, hope yall are buying
Going right back to kushner. First Venezuela now Iran, oiligarchy. Trump is the oil Barron from mad max
Max pain is when the breadline and moonshine comes back
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