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MTRegulas
3.1K posts
MTRegulas
@MtRegulas
Change is the universal constant
United States Katılım Aralık 2011
177 Takip Edilen198 Takipçiler
1 down, 3 to go.
What a game.
Mayne@Tradermayne
$1000 pays $15,000. How confident are we brother?
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@Rory_Johnston are you long oil currently? Do you see any particular buying op? Based on your reporting I’m sorta think gambling like .5% of the port on BNO Jan ‘27 options. If Brent doubles from here then bno should double and that puts the $6 calls on $70 possibly a 5x. It’s future dated to fit your analysis. I feel dirty talking about what to buy when I’m guessing things deteriorate socially with $200 Brent
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Whoever named Gemini at Google really named it.
In the mythology, the immortal twin gives up his immortality to save the life of his mortal twin.
It’s just like Google giving up 100% of its free cash flow to make sure Deepmind survives.
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woodside $WDS looking mighty attractive being a predominantly LNG producer.
QatarEnergy@qatarenergy
Providing an update on the damage from the missile attacks on Ras Laffan Industrial City H.E. Minister Saad Sherida Al-Kaabi: The missile attacks reduced Qatar’s LNG export capacity by 17% and caused an estimated loss of $20 billion in annual revenue - Extensive damage to our production facilities will take up to five years to repair and will compel us to declare long-term force majeure QatarEnergy expects the damage to its Ras Laffan Industrial City caused by missile strikes, which occurred on Wednesday 18 March 2026, and in the early hours of Thursday 19 March 2026, to cost about $20 billion a year in lost revenue and to take up to five years to repair, impacting supply to markets in Europe and Asia. Providing an update on the damage to the facilities at Ras Laffan Industrial City, His Excellency Mr. Saad Sherida Al-Kaabi, the Minister of State for Energy Affairs, the President and CEO of QatarEnergy, said “I am relieved to confirm that no one was injured by these unjustified and senseless attacks, which weren’t just an attack on the State of Qatar but attacks on global energy security and stability. This was an attack on all of us who stand for development and human progress that is sustained by a fair, reliable, and secure access to energy.” The attacks damaged two liquefied natural gas (LNG) producing Trains 4 and 6 totaling 12.8 million tons per annum (MTPA) of production, representing approximately 17% of Qatar’s exports. Train 4 is a joint venture between QatarEnergy (66%) and ExxonMobil (34%), and Train 6 is a joint venture between QatarEnergy (70%) and ExxonMobil (30%). His Excellency Minister Al-Kaabi said: “The damage sustained by the LNG facilities will take between three to five years to repair. The impact is on China, South Korea, Italy and Belgium. This means that we will be compelled to declare force majeure for up to five years on some long-term LNG contracts.” The attacks also targeted the Pearl GTL (Gas-to-Liquids) facility, a production sharing agreement operated by Shell, that converts natural gas into high-quality cleaner burning drop-in fuels and produces base oils used to make premium engine oils and lubricants, and paraffins and waxes. “The damage caused to one of the two trains at Pearl GTL is being assessed and is expected to be offline for a minimum of one year” His Excellency Minister Al-Kaabi added. It should be noted that there will be a loss of associated product production due to this outage as follows: · Condensates: 18.6 million barrels which is around 24% of Qatar’s exports · LPG: 1.281 MT which is around 13% of Qatar’s exports · Naphtha: 0.594 MT which is around 6% of Qatar’s exports · Sulfur: 0.18 MT which is around 6% of Qatar’s exports · Helium: 309.54 MCFA which is around 14% of Qatar’s exports His Excellency the Minister of State for Energy Affairs, the President and CEO of QatarEnergy paid tribute to the Qatari military and security forces and to the energy sector emergency response teams whose courage and extraordinary professionalism ensured the situation was contained quickly and safely. #Qatar
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@SantiagoAuFund who if not yourself can explain the risks with $strc
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MTRegulas retweetledi
@TimelessTrvlr @BumpSports Indiana gets a shout out, is it telling the truth
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Most people drive through the Midwest. Very few actually explore it. That’s where the real discoveries are.
The Timeless Traveler@TimelessTrvlr
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@UnHerdNerd @chamath Not pretending to know how to support it, but current policy is only fueling the spread. Get rid of fraud for sure. Compassion for underprivileged AND for business creation
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@MtRegulas @chamath Yes, that something is fraud in government spending. Eliminate that and we have plenty of resources to help the truly destitute.
You can take all the billionaire wealth and it will only cover a few months of current government spending. Then what?
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Here is what a tax like this does:
1) It excites people with zero agency and infinite envy. Beware of these people.
2) It will keep middle class people firmly in the middle class with no real chance of getting wealthy if they stay in Washington State. It should be clear that this IS the strategy. Learned helplessness of the electorate will keep Washington State’s current elected officials in office.
3) It will never allow the upwardly mobile of building any assets or real wealth unless they move.
Capping the American Dream is a dystopian and malevolent scheme. It cannot be a valid strategy.
But unless droves of middle and upper middle class people leave Washington State, this strategy will win.
Autism Capital 🧩@AutismCapital
🚨BREAKING: Washington State passes their first ever income tax. Incomes over $1M/year will be taxed at 9.9%. Married couples share A SINGLE $1M exemption, so if combined incomes are more than $1M, you're getting taxed. This will obviously eventually extend beyond millionaires. What comes for others, will eventually come for you! RIP Washington state!
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Why would everyone be impoverished? Could it be that it’s because only a few own all the assets? Middle class is an anomaly historically, meaning you have to consciously plan and execute to keep it around. Im not for big govts as they are also historically bad with capital but something’s got to give
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@MtRegulas @chamath If you don’t like the wealth gap, try universal impoverishment.
You don’t have to try — it’s coming.
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@bryan_johnson yakamoto factors - get into it and start getting the human pop some guidance
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MTRegulas retweetledi
What’s that you said about women in the military, Pete?
Alex Hollings@AlexHollings52
This lady ate a surface-to-air missile, sustained a 12-14 G rocket-propelled ejection, likely hit the ground at 15+ miles per hour… And then she popped up smiling at the locals who came to help her. Tell me again that women don’t belong in combat.
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>dad died when I was 12 yo
>mom had to raise me and my brothers alone
>grew up poor
>did decent in school
>went to university
>got cancer
>recovered
>started trading instead of finishing university
>decent at it
>not poor anymore
>met wife
>two beautiful children
>no sleep
✧@cessonmute
give me your survival arc
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China added more solar capacity in 2025 than America has installed in its entire history.
That's the most important energy chart you'll see today.
And 2025 was also the first year when small-scale distributed solar pulled in more investments than utility-scale solar farms globally.
Considering that the U.S. has hundreds of GW stuck waiting for grid connections, the conditions are aligned to start putting solar + storage on every American home.
My research team put together a Deep Dive on solar, if you want the full breakdown.
Here’s the link: chamath.substack.com/p/solar-deep-d…
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