Long-term longing
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MITA CHATURVEDI
Research Associate, Flux
Posts authored by Mita
Long-term longing
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Long-term longs out of the money in M1
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Pumping Venez-oil-a
Oil enters 2026 oversupplied and volatile: geopolitical shocks prop prices, but a looming crude glut points Brent toward a $50s norm.
29 page report
Long-term longs out of the money in M1 EBOB crack
Positioning is biased towards selling vs Onyx, but we still see some net buying vs Onyx, leaving prices vulnerable to long stop outs.