I invest in oil & gas stocks professionally at Bison Interests and I write about them on https://xitter.cf/t.co/wrIfEj0SjH This is not an offer or solicitation. Caveat emptor
Houston, TX
Joined April 2009
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Josh Young retweeted
I'm demonstrating this in real time on Bison Insights. Come see for yourself. bisoninsights.info/subscribe
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Possible fire or emergency flaring at Saudi ARAMCO Rabigh Refining and Petrochemical Company, Al-Makkah Province, Saudi Arabia. Unusually high-intensity thermal hits detected across the facility on NASA FIRMS imagery, 26 October 2026 (VIIRS 10:09, 11:04 and 10:43 UTC; MTG/FCI 04:37 to 14:07 UTC). New thermal hit without evident smoke spreading is also visible on Zoom Earth since 25 October, 21:30 UTC. Unconfirmed footage reportedly showing a possible fire or flaring in Rabigh today. C: 22°42'36.59"N 39°01'51.80"E
Josh Young retweeted
I shared some ad hoc perspectives on the election results and oil & gas mergers live this morning on Bison Insights. Don't miss it!
Merger Monday and Election Implications - Live Video
Brazil and British Columbia
bisoninsights.info/p/merger-…
I shared some ad hoc perspectives on the election results and oil & gas mergers live this morning on Bison Insights. Don't miss it!
Merger Monday and Election Implications - Live Video
Brazil and British Columbia
bisoninsights.info/p/merger-…
I'm joining The Morning Show shortly to chat about the oil market and oil & gas stocks:
xitter.cf/i/broadcasts/1lJQRWMLg…
Interesting deal. I'm not involved. $EQT down 8%, $RRC up 9.5% pre market
ir.rangeresources.com/news-r…
Josh Young retweeted
Facing Into the Storm: Investing in Small Cap Oil & gas Stocks
Keynote presentation for the LD Micro Main Event Conference
The Republican perspective on the complexities of American foreign affairs, addressing misinformation disseminated by Russia, China, Qatar and others, including @TuckerCarlson.
It's worth a listen, especially if you disagree:
Jamie Dimon on complex perspectives:
JPMorgan CEO Jamie Dimon pushes back after being asked why America’s CEOs are afraid to criticize President Trump: “I’ve said what I think. What the hell else do you want me to say?” 🇺🇸
Interviewer: “I’m genuinely struck by the unwillingness of CEOs in America to say anything critical. There’s a climate of fear in your country. Would you agree with that?”
Jamie Dimon: “The Davos intellectual elite. I’ve been coming to Davos all these years, listening to chatter and stuff like that. Has it done a good job making the world a better place? We get together and talk. What do you want me to do?
I have strong views. Some of the things Trump has done are good, and some are not.
I’m not a tariff guy. Do I use it in certain cases? Yes. I think they should change their approach to immigration. I’ve said it.
What the hell else do you want me to say? I’m trying to have a conversation.”
Mystery explosions in and near the Strait of Hormuz continue to be reported but not confirmed
NOW: An anti-ship cruise missile launcher in Sirik was struck by an “unknown missile” after firing ASCMs towards the Strait of Hormuz.
This follows reports of explosions in Sirik, described by locals as so strong that the ground shook violently.
Contributed by: @BeamTracker_
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The US junk bond market is under severe pressure:
The effective yield on US CCC-rated and lower-rated high-yield corporate bonds is up to 18.0%, its highest level since the 2020 pandemic.
This figure has surged +500 basis points over the last 6 months, marking its largest 6-month increase since the 2022 bear market.
For perspective, this yield peaked at 45.0% during the 2008 Financial Crisis.
Meanwhile, credit spreads for CCC-rated and lower corporate bonds over Treasuries are up to 13.4%, the widest gap since July 2020.
Over the last 6 months, this gauge has risen +464 basis points, surpassing the 2022 bear market peak of 12.8%.
Cracks are widening beneath the surface of the credit market.
