AuxReignots

@i_amprishu02 Oh I thought it’s because the catholic bishop ain’t into girls

5 weeks later…bro finally got it 😭

@DeDgemaskerde @DipWheeler Ayy 🔥

@Reignots @DipWheeler

something like this would be extremely effective.

@qualityequities Jesus only 4% earnings yield. This thing is going to $600

$FICO FICO down another 7.5% today is getting silly. A 4% forward earnings yield and a PEG of 0.96 is rather attractive for such a high quality business model.

@j3lqingt0n She thicker than peanut butter through a straw

You just know that grip must be insane tbh

@CRUDEOIL231 We should all own more Glencore $GLNCY yeah?

Sure a Strait of Hormuz blockade obviously pushes most energy costs up, but a collapse in Qatari LNG supply is going to send global LNG prices into orbit. That shift in switching economics will drag coal higher right along with it. I saw Chancellor Merz saying "this isn't Europe's war." Sure he's technically right, but Europe is going to be the one left holding the bag for all the damage. The ghosts of 2022 are starting to haunt the place again. You can see the list of victims about to get hit the hardest across the energy mix. Meanwhile this is going to force governments into a total re-evaluation of fundamental energy security, which could actually give clean energy a long-term tailwind in the process. #oott #iran

@NYCMayor Posting a picture of fire in the middle of this godforsaken war is crazy work

Nowruz Mubarak to all the Iranian Americans who call New York City home! It was an honor to celebrate Charshanbeh Soori with so many of you in anticipation of spring, renewal, and - now especially - the enduring hope of a new day for the Iranian people. 
Nowruz is typically a time of good feeling, but this year is different. I continue to stand in opposition to this war, and I wish as many moments of joy as possible for all Iranians observing this special holiday.

@luanalopeslara @KeatonInglis “Duurrrr they don’t take half of your winnings away in taxes duurrrr”

@KeatonInglis we should just thank them for the free ads

All I see is that Kalshi has better payouts for users

If you think AI film can’t be art then explain this.

@SenSanders Peak boomer shit

I spoke to Anthropic’s AI agent Claude about AI collecting massive amounts of personal data and how that information is being used to violate our privacy rights. What an AI agent says about the dangers of AI is shocking and should wake us up.

@noD7R @DipWheeler Iran will never build Temple of Nod

@Reignots @DipWheeler this.

@PythiaR Insider options must be pricing soon. I’ve seen this movie before

$RPID now in a ~50% drawdown.

@BeckyQuick So spicy. That Becky Quick

There are pictures of my feet hidden in the documentary tonight. Watch closely.

The OGs know the real best option to secure the Strait of Hormuz

@rasmr_eth Honestly, if we've seen the highs from the singular biggest geopolitical risk in anyone's imagination, then it's probably a structural short

If oil is being sold THAT hard on a singular tweet then maybe it’s actually being held up entirely by speculators and actually deserves a lower price? Food for thought

@US_FDA @DrMakaryFDA My god, the absolute cruelty of approving "HD" while leaving Huntington Disease victims to die and their families to suffer... @RepAuchincloss

FDA approves Wegovy HD, a higher-dose Wegovy (7.2 mg semaglutide), in just 54 days—marking the 4th success under @DrMakaryFDA's National Priority Voucher pilot program. Learn more about how FDA is accelerating access to innovative treatments: fda.gov/news-events/pr…

@DrMakaryFDA You getting fired, poser

Another impressive result for the national priority voucher program. 54 days for a full FDA review! 🇺🇸

So do people not understand how $UAN prints money with structural fertilizer capacity knocked out in Qatar/Egypt/India/Iran and they get Henry Hub and price-capped Coffeyville pet coke refinery by-product...Ras Laffan hits change everything

@justfactstruth Super dumb question: isn't there less LNG to ship now?

$GLNG The kings of FLNG What a great time to be doing a "strategic review" to enhance shareholder value! What a great time to be "negotiating terms" on your 4th and 5th FLNGs. What a great time to have a 20yr call option on LNG- Every $ 1/MMBtu above $ 8/MMBtu equals $100 million Upside EBITDA annually for 20 years. By the way in 2022 LNG Prices: Monthly average of FOB prices for TTF and JKM of ~$35/MMBtu and GLNG would have done 3.5B EBITDA. ml-eu.globenewswire.com/Resource/Downl…

@CXCarroll It was actually 100% unhedged into the cold blast and they locked some in at high levels (above curve today). The midstream and marketing is the difference maker vs. $EXE

@Reignots They also run a 50/50 book (last time I checked): 50% hedged and 50% unhedged so they can actually capture that upside.

Despite this headline the largest natural gas producer east of the Mississippi is trading at 9.4x EV/EBITA.