$VLO

Short Valero; expect current high crack spread margins to shrink after Labor Day.

BearishHe framed it in weeks

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Verified InvestingPublished Sep 4 · 3 passages

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One thing I will say is you have refiners like Valero and PSX which have a massive crack spread right now and it's so ridiculous because they are literally printing money because the the the margins of this are so like what they're charging you and I to drive etc at the gas pump compared to what they're getting that oil for.

Um it is massive right now. I do expect that to shrink after Labor Day and I have highlighted Valero as one of my favorite shorts here over the next couple weeks.

you have refiners like Valero and PSX which have a massive crack spread right now and it's so ridiculous because they are literally printing money because the the margins of this are so like what they're charging you and I to drive etc at the gas pump compared to what they're getting that oil for.

Um it is massive right now. I do expect that to shrink after Labor Day and I have highlighted Valero as one of my favorite shorts here over the next couple weeks.

It's actually my largest short position right now on Valero. I'm a short Valero with members of Smart Money Stocks and ETFs.

Watchpoints

crack spread margins shrinking

What this channel has said about $VLO

Verified Investing has 2 calls on this stock; only the adjacent ones are shown.

2026-09-04BearishThis one

One thing I will say is you have refiners like Valero and PSX which have a massive crack spread right now and it's so ridiculous because they are literally printing money because the the the margins of this are so like what they're charging you and I to drive etc at the gas pump compared to what they're getting that oil for. Um it is massive right now. I do expect that to shrink after Labor Day and I have highlighted Valero as one of my favorite shorts here over the next couple weeks.

2026-09-03Bearish

Uh, one of my favorite shorts remains Valero. Valero, which right now is trading up about a buck 50 pre-market. Look at this trend line here. And this is more of a swing trade, but Valero again uh into major resistance, extremely extended, starting to put in negative divergences. Uh I do think that this refiner is due for a significant correction on a swing trade basis and I do have a position in this one on the short side with members of smart money uh stocks and ETFs.

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