Everyone goes south, Every now and then 3rd yr global equities energy associate, 6th yr dad | tweets are my own, not advice
Sailing On My Downeaster Alexa
Joined June 2020
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ISO analyst role for an energy/O&G seat preferably long biased, do not want to do value or pods
Currently a 3rd year associate with a global value equities fund, focus has primarily been upstream O&G, OFS, coal, and uranium mining, with some maintenance research experience on chems, paper & packaging, consumer disc., consumer staples, media entertainment, and financials
DM if you can and are willing to help a dad out! 😁
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BREAKING: Leopold Aschenbrenner is looking for his next opportunity as Situational Awareness meets its demise.
Stranger Capital retweeted
We're saddened to hear about the tragedy involving a Learjet 60 near West Palm Beach, Florida on Sunday evening, November 1. Weather was likely a contributing factor; while the NTSB has a long investigation ahead, here's what the meteorological and flight tracking data tell us:
Bought $QQQ calls just now, plan to sell Monday at noon
Nice knowing everyone
Stranger Capital retweeted
Catholics have a real faith that provides them a catechism for viewing art as art. American Protestantism is histrionic and unmoored so anything can be interpreted as the devil.
Stranger Capital retweeted
By the time the Gulf normalizes, US will have been flatline for 2 years and demand grows like it always does.
Guys oil isn’t going back under $70 and if you invest based on another expectation you’re a Panican.
It is worth repeating.
US crude oil production has not increased since the end of 2025.
According to our real-time US crude oil production data, we are actually lower y-o-y.
And no, last week's EIA oil storage report had no production shut-in volume.
Even if you assume that our data is slightly off, which can be the case, the lack of growth at these oil prices is a sign that the end of shale is here.
I love jumping into a heated debate in a group chat and throwing in an absurd claim, followed by "but y'all arent ready for that conversation," and then just closing out of the app.
