⁠The Kobeissi Letter
BREAKING: Hedge funds' long-only positions in WTI Crude Oil dropped to 172,576, in the week ending March 4, near the lowest since 2010.

Long positions have dropped by a MASSIVE ~100,000 over the last few weeks as oil prices have declined.

Since mid-January, oil prices have fallen 17%, to $67, near the lowest since September 2024.

This marks a 7-straight week decline, matching the streak recorded in October-November 2023.

The short oil trade is crowded.
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⁠Capital Employed
Best stock pitches newsletter being sent out tomorrow.

There has been many good stock write-ups so far this month.

https://t.co/jEccgMyfbM
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⁠Alvin
Xiaomi 15 Ultra vs vivo X200 Pro
200 MP periscope lens, Auto mode. 📸 https://t.co/NpIGnh7nFo
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⁠Finding Compounders
Asked whether he considers himself a superinvestor, Schloss demurs: "Well, I don't like to lose money."

A Forbes article on Walter Schloss https://t.co/2mIndaFEXu
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⁠Alvin
Xiaomi 15 Ultra in Silver Chrome

The best-designed Xiaomi phone ever. 🔥 https://t.co/nbgzVJjqRy
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⁠Alvin
At the vivo V50 Indonesian Launch Event! 👀

I even put on a Red shirt that matches my Harmony Red V50. 😏 https://t.co/84c4H017wF
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⁠Alvin
Thin, light, and has a huge battery.
******* could never. https://t.co/UqKmc3pfqB
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