808

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808

808

@prpl8

Memento mortis

Katılım Temmuz 2012
233 Takip Edilen4.5K Takipçiler
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808
808@prpl8·
Profits High Employment High Buybacks High Deferrals High Debt Service Low Spreads Low Taxes Low Valuations High HH Stock Allocation High(est) US Stock Weight High(est) 2025 seems like its going to be a fun year, but sometime this Presidential term it will all roll over
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808
808@prpl8·
@koz_pulaski just trying to think how admin is thinking
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808
808@prpl8·
Oil supply maths -11 mbpd disruption +5 mmbpd SPR release = 6mmbpd gap Assume Israel ends opp after Passover, 4/10; operation will be 42 days 42 * 6 =252 mmb gap Iran and Russia have a combined oil on water of ~250mmb This seems to be plan Does Iran play along?
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808
808@prpl8·
@rev_cap TimApple wants some
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Gringo Investments
Gringo Investments@GringoInvesting·
@prpl8 Did we actually damage export capacity? I didn't see that mentioned when it was hit
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808
808@prpl8·
Qatar 17% of LNG out 3-5 years In addition the following is out for 1 year minimum:
808 tweet media
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808@prpl8·
@GringoInvesting actually I was wrong, Pars only 1.1 MT...thought it was bigger
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808@prpl8·
POV our situation
808 tweet media
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george
george@mopgcw·
@RadThorton @prpl8 uhhh, w/ vintage moog gear, that setup would easily be $75k, if not 6-figures to build today.
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The Energy Realist
The Energy Realist@EnergyRealist25·
@TexasInvestor12 I believe BP Marketing captures most of the upside via the offtake agreement but haven't done enough research
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The Energy Realist
The Energy Realist@EnergyRealist25·
$KOS on track to close above the pre-dilution high 🤷‍♂️
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808
808@prpl8·
@kobrue02 If I was in your shoes I would be the same. These idiots elected this guy a second time? WTH?
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Konrad 🇸🇻
Konrad 🇸🇻@kobrue02·
@prpl8 And this was even before the war :) As a German I'd say the damage is done even if your next president is better
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808 retweetledi
Ben Smith
Ben Smith@firstenercast·
2022 -- russian gas rerouted 2026 -- qatari gas shut-in 2026 is arguably worse, but price response more muted is the global gas market truly more resilient?
Ben Smith tweet media
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The Long View
The Long View@HayekAndKeynes·
I think we get a bounce here. This will inspire some hope.
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