Jay
2.4K posts

Jay
@mjstripling
Husband • Father • Insomniac Extraordinaire • WTI Trader since circa 1999 • …not my will, but yours be done. Luke 22:42
The Woodlands, TX Katılım Kasım 2015
388 Takip Edilen147 Takipçiler

@mjstripling @BBMagaMom You sure you're not plugged into the matrix. 100 Gb upload?
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@Fahadnaimb Almost the exact same thing happened to me in 2022 on a United flight from Houston to Salt Lake City! Cat Houdini'd out of the carrier, flight attendant calmly handled it and scooped it up. These adventurous kitties always find a way! 😂

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@csidetrader @DTNMarkets Energies and metals are closed and didn’t reopen. I double checked with CQG and FutureSource.
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I've exhausted all avenues so I'll ask here because rarely does any respond but anyone having issues with $CL_F or $GC_F data from @DTNMarkets IQFeed? Neither contract started trading at the open at 6pm est? There are other contracts not trading as well.
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Picture this: you're half-asleep on a Lufthansa flight when the cabin lights suddenly flip on. Turns out a big orange cat had escaped its carrier and decided to go exploring. Passengers stayed super quiet, flight attendants grabbed flashlights at first, and everyone teamed up to gently catch the fluffy escape artist without freaking it out.
In the end, the cat was safe and the whole cabin handled it like pros.

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Decades in the oil trading trenches. Let me tell you what some of the headlines are missing.
This Iran war damage isn’t like a software glitch or bad line of code. You don’t patch a refinery, reboot an LNG train or swap out a bombed export terminal.
We’re talking physical infrastructure - refineries, pipelines, gas fields, export terminals that have been struck, shut in or stranded across the entire Gulf.
Ras Laffan the world’s largest LNG facility: approx 17% of Qatar LNG capacity wiped out. QatarEnergy CEO says repairs take 3-5 years. He called the destruction a setback of “10-20 years” for the region.
Kuwait’s Mina al-Ahmadi refinery: 730,000 bbl/day was hit twice in two days.
Saudi Arabia’s Yanbu refinery on the Red Sea the bypass route now struck too. There is no easy workaround.
The IEA’s own words “The war in the Middle East is creating the largest supply disruption in the history of the global oil market.” Global supply down approx 9 million barrels/day this month alone.
Brent closed around $112 Friday up 57% in a month. Markets are closed till this evening but the pain is just starting.
Even after a ceasefire, even after the Strait reopens the physical damage doesn’t disappear. LNG trains don’t just flip back on. This is a multi-year rebuild bare minimum.
Knock-on effects: gas prices, food prices, heating bills… inflation not for months. For years.
The headlines will move on. The infrastructure won’t.

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Jay retweetledi

@aakashgupta @tyler_austin55 Grewup with my family in The Woodlands. The community has 220 miles of pathways/trails and 150 public parks. We are right on the southwest edge of the piney woods. George Mitchell had a great vision. The township funds an additional 100 law enforcement positions in the community.
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Let me explain exactly why every new subdivision in America looks like the top photo, because the math is wild.
A mature tree increases a home's value by 7 to 19 percent. On a $400,000 house, that's $28,000 to $76,000. A single shade tree produces the cooling equivalent of ten room-size air conditioners running 20 hours a day. One tree on the west side of a house cuts energy bills by 12 percent within 15 years. The bottom photo is worth more, costs less to live in, and sells faster. This has been documented by the University of Washington, Clemson, Michigan State, and the USDA. The data is not in dispute.
Removing those trees saves the builder roughly $5,000 per lot. Concrete trucks need twice the dripline radius of every standing tree. Utility trenches need flat ground. A bulldozer flattens 200 lots in an afternoon. Preserving trees adds weeks and thousands per home.
So the developer pockets $5,000 in savings and the buyer eats $50,000 in lost value for the next two decades. The person making the decision and the person paying for it have never been in the same room.
The Woodlands, Texas is the proof of what happens when they are. George Mitchell bought 28,000 acres of Houston timberland in 1974 and preserved 28% as permanent green space. He forced McDonald's to build behind the tree canopy. That McDonald's became one of the highest-volume locations in Texas. The first office building, designed to reflect the surrounding forest so you couldn't see it from the street, leased completely.
The Woodlands median home price today: $615,000. Katy, a comparable Houston suburb that clear-cut: $375,000. Named #1 community to live in America two years running.
Fifty years of data. The trees are worth more than removing them saves. Developers clear-cut anyway because they sell the house once and leave. You live in it for 30 years.
bitfloorsghost@bitfloorsghost
we ruined such a good thing
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Jay retweetledi
Jay retweetledi

His team determined that nine Iranian ships switched off their location transponders and passed through the Strait of Hormuz, which has been effectively closed to all other boats. cbsn.ws/472BU05
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Shoutout to my buddy @mattvsmith01 crushing it on @60Minutes tonight! When the world needs someone to decode the Strait of Hormuz choke point they call on Matt from @Kpler

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Jay retweetledi

I know it feels like anyone with a shirt and tie (maybe a vest too) is on tv talking oil at the moment, but this is still relevant —> cnbc.com/video/2026/03/…
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