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I have had it in my profile header, and I try to avoid opining on individual names whenever I can.
Please never, ever, ever, invest based on anything I tweet.
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SnowyWindows
4.4K posts
SnowyWindows
@UraniumTails
Climate & Energy research | opinions=my own | Not financial advice
Katılım Aralık 2018
282 Takip Edilen3.9K Takipçiler
First time in investing I don’t care I’m in a majority of cash. Stupid market with manipulation all over. Honestly do hope for an end to this war, and don’t mind missing the first 5%-10%
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SnowyWindows retweetledi
YOU'RE DOING A TERRIBLE JOB IF THAT'S YOUR GOAL
Giovanni Staunovo🛢@staunovo
Want as much oil in the system as possible -Trump #oott
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@rekurencja Yeah it’d be a mess. This war is… just not being handled well
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@UraniumTails Possible that refineries can be adapted. Question is at what cost, how fast and with what downtime/reduction in capacity precisely during the time they are most needed.
If/when they switch over to sweet & light crude, US will indeed become energy independent. It isn't today
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We’re about to fk over the rest of the world
First Squawk@FirstSquawk
UNITED STATES WEIGHS CRUDE EXPORT TARIFF — AND POSSIBLE BAN — TO CURB SURGING ENERGY PRICES AMID MIDDLE EAST CONFLICT. || POTENTIAL CURBS COULD WIDEN WTI CRUDE–BRENT CRUDE GAP, LOWER DOMESTIC FUEL COSTS BUT DISRUPT GLOBAL SUPPLY AND PUSH INTERNATIONAL PRICES HIGHER.
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@rekurencja I think Rory Johnston said it was possible on an odd lots episode. Forgot the mechanics, just know it’d be a rough adaption period
But yeah it would kill a few million barrels and fk everyone over longterm
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@UraniumTails You are about to fk over yourself if this is introduced. The US produces crude it has limited capacity to refine and refines mostly crude it has limited capacity to produce
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This market is stupid. I just see massive risks to going into everything, whether it’s inflation, policy, economic, or combo. “Pick your poison” type scenario
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@tepuuma The logic is, the US doesn’t need that oil other countries need it so they should defend the strait.
Does it make sense and is it morally correct? No
Is the world better off when Iran doesn’t have nukes? Yes
Should Trump have backed out of JCPOA? No
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Fellow Americans, honest question: US adm. is now urging NATO and others to help keep the Hormuz open. Do you support this course of action?
Genuinely interested in thoughtful perspectives from people across the spectrum — trying to understand how others see it.
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@TraderPamplona He literally waited until the market closed. This is this stupidest war ever.
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If #uranium proponents like Sprott, Sachem, Tribeca or Segra did a better job advertising the sector, instead of being selfish, we'd have a bull already.
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Last daily update, sold XLE. Made a few percent and moved that to cash. I’d like to short something here but we’ll see
SnowyWindows@UraniumTails
Portfolio going into Monday (rough calculations) 46.0% - XLE 33.8% - SPUT 11.7% - Cash 8.4% - VTI I need to diversify…
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@Rory_Johnston How do you play this with the threat of export controls? Buy Canadian oil companies?
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Cramer getting sassy about Iran not having the cards to force oil to $200/bbl by citing the US experience in the... Vietnam War?
I've LITERALLY NEVER BEEN SO BULLISH.
Jim Cramer@jimcramer
If the infrastructure is not taken out and the money is not taken away why should Iran come to the peace table. They are taunting us with $200 oil. They do not have the cards; our military must be unleashed. Time to do what we did to Hanoi...to get them to the table
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@tracyalloway @TheStalwart Love the recent episodes! If you're ever looking for a new bottleneck story, I’d love an Odd Lots deep dive into the ultra-high purity helium supply chain. It’s such a fascinating black box!
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NEW ODD LOTS - CYBERWAR AND AI
Legendary hacker @msuiche talks to me and @TheStalwart about cyber warfare in the age of AI.
We talk:
- Iran's capabilities
- The intersection of kinetic & digital warfare
- The impact of AI on coding, hacking, SaaS etc.
podcasts.apple.com/us/podcast/leg…
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EWY (South Korea) is a potential
feel like EWG (Germany) might be a great play but Trump is pretty chummy with Merz
I’m trying to think of the best place to short right now. It could be TSMC, a hydrogen play, but if that disaster strikes why not just short SPY? Less volatility
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I am out of XLE now. I don’t like sharing daily updates on my portfolio, but it also is me trying to be honest on my opinion during times of turmoil
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This would not be a good choice, but it is what I see trump thinking about
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I might be dropping out of the XLE trade on this hypothetical. It’s what I also fear for fertilizers and other related “turmoil companies”
Rory Johnston@Rory_Johnston
If the Trump admin is suspending the Jones Act you better believe that they're pretty darn close to some kind of petroleum export restrictions. Those will make the *domestic* US pricing environment more tolerable for a few weeks—after which it will make the situation worse.
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@mrfriebe Who says he doesn’t include chems and fertilizers in the export controls?
No clue what’s about to happen. Jones act is a first step to export controls though. Trump needs to keep favor with farmers
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@UraniumTails Super dumb qstn: domestic energy px’s collapse due to export restrix should be good for energy intensive industries (chems, fertilizer) that serve export mkts or previously relies on newly expensive imports?
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@toiletkingcap I have no clue haha. But why wouldn’t he do this? It’s just so on brand for him
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@UraniumTails woof - so you think fertilizers / chemicals?
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