simonjv66

@contang_o @OOOO39711442 I agree with $ECO but it's still a reasonable 11% of my portfolio...😅

@contang_o Had to trim some TRMD today, I smell an oaktree filing soon... sold some ECO yesterday as well but both positions are still big, my only clean and dirty plays (apart from a TEN legacy postion). NMM finally woke up but won't sell a share until she stops buying but I hear ya

@contang_o Love Braziel's daily energy blog. Half the time I'm completely lost but it's an incredible learning tool.

@prieur_simon when Trican hits double digits, I’ll be putting a saddle on Keef’s back and charging kids a nickel to ride him up and down Bay st.

$TCW Live feed, Keef Mackey-RBC 4 ⭐️ analyst DEEZ NUTZ

@AssetTraveller Guessing you're not sticking around for the Shell shares? I'm not fwiw

My top position Arc Resources was sold. Cheap price but happy for everyone. Cheers 🥂 $ARX.TO

@DkOkenia @contang_o Yeah, makes me think that the smaller players ok like easyJet and Ryanair would be the first to call force majeure. Someone had their Istanbul Rome flight cancelled because of this last week so was curious

@contang_o @prieur_simon Strong energy of:

@ed_fin Haha feel mighty fine after a day on the slopes 🎿!

@prieur_simon You are now #1 on the invite list 🤣

Happy Easter to all the Greeks! 🇬🇷

@ed_fin Don't worry, I won't come empty handed 😁

@ed_fin Beautiful lineup! Gotta do a meet and greet someday 😜

@abcampbell This is wrong plain and simple, VLCCs can travel through the Suez, just at reduced capacity...

just a reminder, the VLCCs oil tankers that have been taking crude from Saudi’s east-west pipeline are *too big* to go through the Suez Canal probably a good time to go long Suez-max vs short VLCC before they close “the Bab”

@contang_o Good Lord, hard for me to not add again...

@contang_o You really hit it out of the park with that thread! I keep repeating that your talent to be able to communicate in the written word is off the charts. ✍️✍️🥇🥇

@contang_o Meanwhile....

@BeegJj This is one of the major advantages of using interactive brokers... I understand also the drawbacks for some, commissions etc but never ever an execution problem

@ed_fin One hell of an Easter lineup Ed! Glad you're enjoying the day

Un petit dessert? 🇭🇺

Happy Easter 🐰 🐣 🇫🇷

@shagbark_hick Very true, people often assume the Adirondacks are part of the Appalachian mountains when in fact they are made up of the Laurentian Shield, same sandy soils.

One thing about living in the Adirondacks is that we really don't seem to get "mud season" to the degree that most other folks in the Northern Northeast get it. The soil is just extremely sandy here. High porosity. Flooding does rip up roads of course, destroys culverts too. There might be a muddy patch here or there, but almost never anything difficult to drive on. Obviously, hiking trails do get muddy, but I'm talking about the roads. Whereas most of Vermont and many other parts of Upstate NY often have slick, rutted, ankle-deep (or deeper) mud roads for miles this time of year.