FP Blackbird&Advisor

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FP Blackbird&Advisor

FP Blackbird&Advisor

@tacokatt

Investor |Business| Finance| Capital Markets Portfolio Construction & Strategies| Technology & Energy Sectors. Anti communist | 🇺🇸 🇫🇷 Opinions are my own.

Katılım Haziran 2013
39 Takip Edilen22 Takipçiler
FP Blackbird
FP Blackbird@Frederi55284379·
Les Compagnies Pétrolières 🇺🇸 ont décidé de ne pas augmenter leurs investissements pour augmenter la production. Ils préfèrent le statu quo. Pourquoi investir pour faire baisser les prix ?
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Financial Times@FT

Breaking news: ExxonMobil and Chevron have defied calls from the White House to increase oil production, resisting pressure from an administration that is struggling to end the biggest energy crisis in decades. ft.trib.al/dVi4ll3

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FP Blackbird
FP Blackbird@Frederi55284379·
🚨 Global liquidity M2 et SP 500
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FP Blackbird
FP Blackbird@Frederi55284379·
Ce qui doit surtout retenir l'attention c'est l'élément prix.
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Max Anderson
Max Anderson@MaxAnderson·
This chart from WSJ is dangerously misleading and the truth is shockingly worse US GDP: ➡️ $31.22 trillion US federal “debt held by public”: ➡️ $31.26 trillion (100% of GDP) 🤔 ➡️ this is the portion of our debt that’s owed to just outside investors ➡️ this is what’s in the chart and what the government wants you to think we owe “Gross US federal debt”: ➡️ $39.19 trillion (125% of GDP) 😬 ➡️ includes what the goverment already owes to Social Security ➡️ this is essentially the portion of our debt from the past that’s already outstanding in Treasury bonds True total US federal debt: ➡️ $116.95 trillion (375% of GDP) 💀 ➡️ includes unfunded obligations in Social Security & Medicare ➡️ essentially what we owe from the past + what we’re obligated to pay in the future ➡️ this is what we actually owe Read that again. 375% of GDP The US is far, far more financially fucked than the goverment and its shills at organizations like WSJ want you to believe
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FP Blackbird
FP Blackbird@Frederi55284379·
🚨Oil & Gas En parcourant les slides de chez Murphy, 2 slides qui concernent l'écosystème du Oil & Gas ont retenu mon attention : ▪Sans réinvestissement et surtout sans nouvelles découvertes le gap avec la demande est majeur. ▪Il faut "découvrir" chaque année 10 Mds de Barils.
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FP Blackbird
FP Blackbird@Frederi55284379·
🚨Notion de Backlog. Dans les publications vous entendez souvent parler du carnet de commandes. Les commentaires sont en général qu'un backlog important est une bonne nouvelle. Je voudrais tempérer cette analyse. Le backlog c'est comme le cholestérol. Il y a le bon et le mauvais.
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