DBurton

I think this market does not get it. There is an oil crisis worse than the ones in the 70's coming right at us. The market is like a bug flying toward the windshield of a car on a highway. How could I be wrong? #OOTT

@BrianTycangco Xiaomi 0-100km in 1.9s; top speed 350; range 700 km. Ferrari 0-100km in 2.5s, top speed 310; range 530 km.

I mean, c'mon. No contest.

QatarEnergy extends force majeure until mid-August, Italy’s Edison says dlvr.it/TSjd8X

Two regional officials with knowledge of the ongoing diplomacy have confirmed to CBS News that, pending Iran's approval, the terms in the draft memorandum of understanding include: A 60-day extension of the current ceasefire. Iran immediately reopening the Strait of Hormuz and taking steps to ensure traffic returns to pre‑war conditions within 30 days. Iran and the U.S., together with their allies, declaring that all military operations on every front, including Lebanon, end immediately and permanently. They also commit not to start any war against each other and to refrain from threatening or using force. Iran reaffirming that it will never develop nuclear weapons. Iran agreeing that its stockpile of enriched uranium will be disposed of under a mechanism that both sides will agree on. Issues of Iran's frozen financial assets and sanctions against the regime will be dealt with based on Iran's compliance with the former points. #post-update-2e7cf15d" target="_blank" rel="nofollow noopener">cbsnews.com/live-updates/i…

@Deborah64402252 @VanIsleInvestor yw

@devrlast @VanIsleInvestor Thanks for the update…

WTI Oil down approx. $18 in 1 week. BNN: U.S. - We will have a Great Deal or Not. Iran - Nobody can claim anything. ............ So, the same but cheaper Oil. Epic Jawboning.

@VanIsleInvestor Jamie Murray's new picks today: Meta, Uber, Flowserve. Owns all.

@VanIsleInvestor Although the jawboning from the president works every time, common sense eventually takes hold as investors rebid the prices back up. Ultimately Iran will have to be paid off, probably with transit fees, before the strait is safe for transit. Israel will remain a loose cannon.

The last month of jaw boning has had a daily impact of see-sawing the Energy market though over the last month the direction has been higher for Canadian integrated Energy: Even with a 60 day cease fire, energy will steadily move higher without ships sailing freely through the strait and North America will feel it more and more... I have suggested everything will be resolved by the 4th of July...if not, Family Road trips will be more expensive and every week after this the memory of high gas prices will weigh more heavily on the mid terms. It's all about the Ships sailing through the strait, That's it. When it does completely open, probably a $20-$30 drop in Oil prices and stocks drop 25% or so over a few days. Oil always over corrects before the bounce. Nobody really knows, but this is my Crystal balling it. Any other suggestions?

@garquake Been collecting 10% annual dividend on $CJ since 2022. Makes a big difference to me, but does not move it far up your chart by adding dividends. Now wish I kept Absurdian Energy.

Canada oIl stocks performance last 5 years ( this chart is without dividends so returns well under stated for some ) but wow my list been posting for long time getting pretty tiny - Imagine be halved again in few years #oott

$BABA has revealed a new AI chip, Zhenwu M890, with 3x the performance of the current chip. It has already delivered 560,000 units to more than 400 customers. They will soon be releasing their next generation AI model, Qwen 3.7 max.

@trend_bullish Nice. I own both.

Jerome Hass top picks;🛢️🇨🇦📈 $CJ.TO Cardinal energy $HWX.TO Headwater Exploration

I think this market does not get it. There is an oil crisis worse than the ones in the 70's coming right at us. The market is like a bug flying toward the windshield of a car on a highway. How could I be wrong? #OOTT

$CVE up 2.4% in NY trading today.

@garquake Xiaomi SU7 Ultra 0-100kph in 1.97 sec. Amazing.

Hearing a bunch of Chinese Electric vehicles been arriving in Halfax Nova Scotia Ports -imagine beeing stored out at the Eastern Passage lots - May have to go for spin and pick out some colours for those shit boxes - sure ya all cant wait to order 🤣🤣

$BTI payout ratio is now down to a comfortable 69%. Forward dividend 5.1%; forward p/e 11.8. With growth in smokeless products, it appears it is no longer a declining industry.

$BABA is fully connecting Qwen app to the entire Toaboa catalogue. Users in China can now shop through natural conversation.

Oil stocks having a home run day; quite a few new 52 week highs with oil prices up 4% today.

Commodity market guru Jeff Currie on the tech-energy relationship: "The only 2 industries that matter to the world are tech and energy. You got to turn on the lights, and you got to innovate. So, all we do is rotate between those 2 sectors." IT'S TIME TO ROTATE INTO ENERGY.

@VanIsleInvestor Nice. I have 2/3.

BNN Eric Nuttall Top Picks: 🌊 $CVE Cenovus Energy - Set it and forget it. Refining margins are high and top decile oil sand assets. Like the Team. Today $41.93 Target $43.47 Eric Target $80.00 🌊 $SCR Strathcona Resources Today $47.34 Target $49.20 Growing production at 50% and sustain for 50 years and 16% dividend. 🌊 $WCP Whitecap Resources Today $16.55 Target $18.75 Sell $ARX and Buy $WCP. Rumors a major is looking at Canadian Energy and $WCP may be a target. Eric personally owns all 3

@realroseceline $DLO is on sale today.

I bought a new stock for my portfolio today. Only the second new position I have started this entire year. It is a $3.5b small cap non tech company that I have admired for many years, but I was never able to buy it because the valuation always felt too expensive. I think one of the hardest things in investing is accepting that a great business and a great investment are not always the same thing. Sometimes the business is incredible for years while the stock itself is a terrible investment simply because expectations and valuation became disconnected from reality. Ironically my first purchase this year was $NOW, which at the time was considered one of the worst buys imaginable on this platform and I got totally killed in here. People were acting like the business completely broke overnight. A few weeks later sentiment flipped and suddenly it became a loved companies again. The fascinating part is the actual business barely changed during that period. Mostly the stock price and the narrative changed. That is one of the biggest lessons over time. Social media sentiment moves much faster than business fundamentals. Investors often confuse volatility with change. A stock declining 25% does not automatically mean the business is suddenly 25% worse. Another thing I have learned is that patience in investing looks stupid until it suddenly looks disciplined. I only bought 2 new stocks this year because truly great opportunities are actually pretty rare. Most people trade constantly because activity feels productive, but some of the best returns I have ever had came from doing almost nothing for long stretches and then acting aggressively when price, expectations, and quality finally aligned. What interests me most is not next quarter or even next year. I care far more about what this business can potentially look like 5-10 years from now. Is the moat strengthening? Are the unit economics improving? Does management allocate capital intelligently? Those questions matter infinitely more to me than whether social media currently loves or hates the stock. I no longer really share my exact buys and sells publicly the way I used to. Not because I am trying to be secretive, but because I do not want people blindly copying me without fully understanding the risks, valuation, time horizon, etc. A stock that fits my portfolio, psychology, and long term expectations may be completely wrong for someone else. I think social media has created this idea that investing is about copying and cloning instead of thinking. But real investing is much deeper than that. Two people can buy the exact same stock and have completely different outcomes because one understands what they own and the other is simply following a narrative. 🌹

$BTI up 5% today. Criminal case was dismissed by US judge relating to sanctions on North Korea. Now we can focus on the good earnings.