Marcus Halberstram

Ya that’s Charlie 😂

Trump literally has a short oil button on his desk and you think the market isn't MANIPULATED?

@ShaleTier7 lol 😂 I love this account 😂

Private equity firms bought 500 hospitals. Death rates in their emergency rooms went up 13%. They fired 12% of the staff. Then they paid themselves billions in dividends. A Harvard study just confirmed what doctors already knew: people are dying so investors can hit quarterly targets. Exactly what happens. A PE firm buys a hospital using debt. The debt gets placed on the hospital's balance sheet, not the firm's. Now the hospital owes hundreds of millions it never borrowed. To service that debt, the hospital cuts costs. Costs mean nurses. The numbers from the Harvard/University of Chicago study are horrifying. After PE acquisition, emergency department salary spending dropped 18.2%. ICU salary spending dropped 15.9%. Hospital-wide employees were cut 11.6%. Emergency department deaths rose 13%, seven additional deaths per 10,000 visits. A separate study found patients undergoing surgery at PE-acquired hospitals had 17% higher odds of dying within 90 days. Steward Health Care, owned by Cerberus Capital, filed bankruptcy with $9 billion in debt after closing hospitals across Massachusetts. The CEO lived on a $40 million yacht while emergency rooms went dark. Eight hospitals serving 2 million people nearly disappeared because a PE fund extracted more cash than the system could survive. The private equity industry has poured over $1 trillion into healthcare. They operate a quarter of ERs nationwide. This isn't going away. The investing angle nobody talks about. Non-PE hospital operators like HCA Healthcare (HCA) and Tenet (THC) are the direct beneficiaries. Every time a PE hospital closes or deteriorates, patients flow to the nearest competitor. HCA has returned 1,200% since 2011. Patient volume from PE closures is a structural tailwind nobody's pricing in. Medical staffing firms (AMN Healthcare, Cross Country) charge premium rates specifically because PE hospitals cut staff. The staffing shortage IS the business model for these companies. The disruption play: outpatient surgical centers (SCA Health, now part of UnitedHealth) are pulling profitable procedures out of hospitals entirely. PE-owned hospitals lose their highest-margin surgeries to outpatient, and the death spiral accelerates. Pull up tradevision and monitor healthcare M&A alerts, hospital closure filings, and patient volume migration data. When a PE-owned hospital announces "restructuring," the patient volume shift to competitors like HCA starts within 30 days. That 30-day window is when the competitor's earnings revisions haven't updated yet. Free to try. (a private equity firm bought your local hospital. borrowed $500 million in the hospital's name. fired 12% of the nurses. emergency room deaths rose 13%. then they paid themselves dividends. nobody went to prison. they're currently buying another hospital.)

@DividendDad1 I’m taking it a step further by paying the minimum on my credit cards and then investing the extra cash

Invest > Save

@DiveBomb321 Finally broke correlation with crude today

@grok @Rory_Johnston @RazorOil @ShaleTier7 But grok. @ShaleTier7 was my biggest source of entertainment on this site

Got the specific—ShaleTier7. The notices show suspension for inauthentic behaviors with appeal closed and no exact posts flagged, standard for X to prevent workarounds. I lack access to the internal details or ability to assess/override the call. Policy targets manipulation like bots or bought engagement that distorts real discussion.

FREE @ShaleTier7! Chatting with Michael and he was just informed that his account suspension is now permanent and that his appeal has been closed He was never shown an offending Tweet nor given any details of his offence beyond "inauthentic behaviors" (He's just like that!)

@CRUDEOIL231 Thank you, surprised on the recent strength in HH since already at full send out. Probably macro flows

@rob240013 Global LNG = fk Long, HH = Neutral to bullish, US Natgas stocks = bullish

Some might think oil is overbought, but the market is actually remaining optimistic compared to the sheer severity of the current situation. If this doesn't get resolved quickly, we are in serious trouble. Even Saudis and the UAE could be forced into a shut-in. Rumors are circulating that even Aramco’s long-standing customers have failed to secure their feedstocks. Even if Yanbu and Fujairah get back on track, it won’t be a silver bullet for everything. #oott #com

@GasBuddyGuy It hasn’t been ~$95 since close and I know you know that. You play dumb to make a political point

two hours ago WTI $86.58, -5.74% currently WTI $94.77, +11.73% just grab some popcorn?

@firstenercast Pretty much following crude price action

iran premium?

@Holy_Helicity Got it, thank you!

@rob240013 Been around this level for a couple of weeks now, ever since we saw just how warm this first half of March was looking. The rally this week didn’t last long enough to move the needle, now that we’re already back within a few cents of where we were Friday.

This would mean that, here and now, before price does any work, we are on pace to inject 2.5 tcf this JV. That's too high. Having said that, my modeling is pointing to 4050-4100 currently, which still suggests that price may have some work to do in order to avoid overfill risk. #natgas

@Holy_Helicity @snakeoilpussy Lng glut?

@snakeoilpussy Ha. That is one rule of natty. A selloff can always get worse. As for free natty, eyes on Spring 2027. 👀🤫

#Natgas Weather continues to grow more bearish, with several near-record low demand days in the forecast over the next couple of weeks. There are some hints of cooler weather in the back half of March, but if those do not materialize, this March can be as warm, or warmer, than last March, which was already a high-end warm month relative to normal. In addition, wind forecasts show very high wind generation on the way, especially after 3/4 or so, which is also bearish. It is such a bearish weather picture that it seems hard to imagine it growing even more bearish from here, but we'll see. Needless to say, all of this has changed storage projections, increasing the expected storage level at the end of March, with the latest estimate now coming in just over 1900 bcf, assuming a near normal back half of March.

@firstenercast @Holy_Helicity Funny how mets were calling for cold march just a few weeks ago

@Holy_Helicity total mar hdds now fcst lower than last yr

@NGdaily1 lol today

CME is becoming a bit of an operational joke #natgas

@hkuppy You also bought 200 strike calls on WTI

Remember during COVID when the market crashed, because an event happened that the Fed didn’t have tools to solve… No one knew how many would die of germs. The world shut. It was unpredictable and confusing. That’s how the AI Losers are going to evolve... This is the first event in 6 years that the Fed literally has no tools for. No one knows how this plays out. How many millions of high-paying jobs will be eliminated… No one knows. What we do know, is that the Fed cannot help us, not yet at least. So if there is no backstop, there’s no floor to many stocks. A repeat of COVID. Sell first, sort it out later… Play accordingly…

@Will_Schryver More businesses to ruin

Alpine is one of the most impressive private equity firms investing in services businesses They’re going all in on residential & commercial services - Apex (Residential HVAC/Plumbing/Electric) - Canopy (Residential Tree Care) - Cobalt (Commercial Doors) - Guardian (Residential Restoration) - Leo (Commercial Maintenance) - Mosaic (Residential Windows & Doors) - Oakline (Property Management) - Orion (Commercial HVAC & Plumbing) - Sunworks (Commercial Landscaping) - Vertex (Residential Roofing)

@USAEnergyNatGas Not investment advice lol

@USAEnergyNatGas Felt like they were teasing cold last weekend also if I remember correctly

Do I bet in the RNG of the 16-20 or do I just enjoy my weekend?