contra(@ezcontra):another squiggle for the books safe to say the trade has played out. Pretty happy with how I traded the intraweek moves on both sides. Closed shorts a bit earlier than ideal and left some on the table, but feels like sellers are starting to get a little greedy here. I think the second half of the idea needs some revision. Hard to see a move back to ATHs right now. Leaning more towards something like a compressed version of '22 as long as we're dealing with tightening conditions. Staying mostly in cash for now, but may look for longs to play a bounce

2026.11.05 22:40

another squiggle for the books safe to say the trade has played out. Pretty happy with how I traded the intraweek moves on both sides. Closed shorts a bit earlier than ideal and left some on the table, but feels like sellers are starting to get a little greedy here. I think the second half of the idea needs some revision. Hard to see a move back to ATHs right now. Leaning more towards something like a compressed version of '22 as long as we're dealing with tightening conditions. Staying mostly in cash for now, but may look for longs to play a bounce