
James D
3.2K posts











View from the trenches: buy orders taking 5 seconds to get filled, every broker report is now negative spewing the exact same thing (weak China, US recession (?), Saudi losing control), and watching months of effort vanish in days. We're firmly stuck in a negative feedback loop (read the exact same thing 10 times and feel incrementally worse each time). What's the catalyst for a turn? Not sure at this point. I'll be closely watching net length update this afternoon and updated Kpler data early next week (1 week old inventory data to me is not a lagging indicator). Sentiment today is the worst in a few years. Veteran (ie. > 2 years) energy investors have been here before. We'll be here again. This too shall pass, and buying businesses with very strong balance sheets, long-dated inventory, and the ability to generate competitive shareholder returns even at current pricing will, in my opinion, be rewarded in time.



#ATENCIÓN Empresa colombiana de paneles solares comenzará a exportar sus productos a Estados Unidos, Ecuador, Perú y Venezuela. @petrogustavo, en su apuesta por las energías limpias, podría convertir al país en pionero de la transformación energética. 💡 @Alexenlacalle 🎙


Two words: Holy shit.















