$Exxon Mobil(XOM.US)
I believe the market is too hopeful on the US Iran resolution. This has led to the FOMO crowd buying into the hot AI sector leading to a very narrow leadership on low volume. On pa...
1/ Monday morning: Trump says deal "largely negotiated." Rubio says "good news within hours." WTI falls 8%. Energy stocks across the board drop 5%.
2/ Monday evening: Iran's Fars agency calls Trump's ...
My XOM position is down roughly 5% this week. Not because the business changed. Because Trump said something on Monday and the market moved, then he said the opposite on Tuesday.I bought XOM for divid...
Let's be real about what the oil market actually is right now.
Not OPEC. Not inventory data. Not refinery margins. One phone. Trump posts "deal largely negotiated" and WTI falls 8%. He says "not fully ...
Sold my XOM the moment Trump said deal "largely negotiated." Then he says it's not done 18 hours later. Now I'm watching oil bounce from the sidelines. Every time. 😭
On May 23, Trump announced the US-Iran agreement was "largely negotiated," including the reopening of the Strait of Hormuz. Markets moved immediately. WTI crude fell more than 8% this week. Brent decl...
Deal. No deal. Maybe deal. I'm not touching anything until someone physically signs a piece of paper. 💤
Rubio said "good news within hours." That was days ago. Still waiting bro. 🤣
Trump says the Iran deal is "LARGELY NEGOTIATED." Oil craters 8%. XOM and CVX both fall 5%. Gold somehow goes up 2%. Markets go full panic-buy on de-escalation. 🚨
24 hours later: "the deal isn't even ...
1/ May 23: Trump announced on social media that a US-Iran agreement is "largely negotiated," covering reopening of the Strait of Hormuz. Secretary Rubio told reporters to expect "good news within hour...