Comments by "Frederick Miles" (@frederickmiles8815) on "JPM's Kaneva Sees $185 Oil Risk" video.

Correct - but what she isnt telling is the plunge setup for this summer; in 2 quarters you could see a time and point a 185 barrel and later at 30 a barrel.
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@Kneejair remember me when it happens.
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@truelies3690 That's not the question - the question is who could pay for gas at 9 a barrel? And what happens if the on hand doesnt move but due to the actual of central planners a ton of new demand is pulled forward? More importantly the demand destruction concerning China's lockdown, Russian sanctions, Ukraine's normalized demand, and recession adjusted demand hasnt been priced in. But the big trigger will be liquidity event where the dollar spikes rapidly.
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@ronsmith5601 That's not the question - the question is who could pay for gas at 9 a barrel? And what happens if the on hand doesnt move but due to the actual of central planners a ton of new demand is pulled forward? More importantly the demand destruction concerning China's lockdown, Russian sanctions, Ukraine's normalized demand, and recession adjusted demand hasnt been priced in. But the big trigger will be liquidity event where the dollar spikes rapidly - watch the repo rates for a massive spike as counter party risk evolves into systemic risk and the largest clients of lender's obligor scores sink into the abyss. Timing is the hard part - especially with the scum at the Fed, NSCC, SEC, OCC, DTCC trying to find ways to pump the everything bubble into the stratosphere. Regardless no bailouts - let them fail, and hang the ameircan oligarchy for their lazy treason.
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@ibberman Who could pay for gas at 9 a barrel? And what happens if the on hand doesnt move but due to the actions of central planners a ton of new demand is pulled forward? More importantly the demand destruction concerning China's lockdown, Russian sanctions, Ukraine's normalized demand, and recession adjusted demand hasnt been priced in. But the big trigger will be liquidity event where the dollar spikes rapidly - watch the repo rates for a massive spike as counter party risk evolves into systemic risk and the largest clients of lender's obligor scores sink into the abyss. Timing is the hard part - especially with the scum at the Fed, NSCC, SEC, OCC, DTCC trying to find ways to pump the everything bubble into the stratosphere. Regardless no bailouts - let them fail, and hang the American oligarchy for their lazy treason.
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@ronsmith5601 No inflation does not mean high oil - read Friedman and read the genealogy of the Fed, stop making shit up like some pathethic millennial or boomer manipulating reality to fit some sorry narrative. Inflation at all times is a monetary phenomenon. Secondly, think in terms of first principle and ask yourself: who can pay for fuel at 9 dollars a barrel and go from there with your model - what are the second and third order effects of oil at that price.
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