Joined September 2021
Johnthomas5498 retweeted
RICK RULE: THE 2029 OIL SHORTAGE IS ALREADY BAKED IN Veteran commodity investor Rick Rule is long oil and gas for the decade ahead, not the next headline. Today’s price is an artificial squeeze. The shortage that matters hits in 2029 and 2030, when years of skipped maintenance show up in actual barrels. THE $1 BILLION DAILY HOLE ➡️ The industry has underinvested in sustaining capital by more than $1 billion a day for years. ➡️ Gulf producers are spending even less while facilities get damaged. ➡️ U.S. shale wells deliver most of their value in the first 18 months. Stop drilling and output falls faster than conventional fields. THE WRONG TRADE ➡️ Markets reward dividends and buybacks over new wells. Those companies are liquidating themselves. ➡️ Institutions bought the peak-demand story. Forty-five years and $10 trillion of alternatives cut oil’s share from 83% to 81%. ➡️ Demand is still rising. A billion people still have no primary electricity. ➡️ “If you want to buy something, wishing for price appreciation sounds strange.” Think four to six years, not six weeks. THE BOTTOM LINE Rule is not trading the Strait. He is positioned for the supply hole that deferred capex and shale decline rates will open later this decade. The shortage is already in the ground. Most portfolios are not. #OilStocks #RickRule #EnergyInvesting #OilShortage #Exxon #ShaleDecline #ContrarianInvesting HT: YouTube Stansberry Research @Stansberry @RealRickRule
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Johnthomas5498 retweeted
It turns out Dechambeau wanted the R & A to call Trump and have the two shot penalty overruled. To repeat: He wanted to call in Donald Trump as his expert on GOLF CHEATING.
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Johnthomas5498 retweeted
Replying to @RonFilipkowski
The hardest part of a 3-4 week operation is the first few years.
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Johnthomas5498 retweeted
🚨
Readers added context they thought people might want to know
This post features a fabricated screenshot. No such post exists on Donald Trump’s official X (@realDonaldTrump) or Truth Social accounts. The advice mentioned in the image is not part of his public platform or past communications x.com/realDonaldTrump truthsocial.com/@realDonaldTru…
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“25–40% of weight loss is lean muscle” is not accurate. What those analyses (STEP, SURMOUNT) actually report is loss of lean mass on DEXA—and that is not the same thing as skeletal muscle. DEXA divides the body into: 🔹Fat mass 🔹Bone 🔹Lean soft tissue That “lean” bucket includes water, glycogen, organs, connective tissue, and muscle. It is highly dynamic and shifts with caloric restriction, hydration, and glycogen depletion. So when you see “25–40% lean mass loss,” what you’re really seeing is: ➡️ fat-free tissue change—not isolated muscle loss If you want to measure actual skeletal muscle, you need CT or MRI (cross-sectional area, muscle volume, etc.). And here’s the key point: There is no consistent CT/MRI evidence showing that GLP-1–based therapies cause disproportionate skeletal muscle loss relative to expected weight loss physiology. What we do know: 🔹All weight loss (diet, surgery, pharmacotherapy) includes some lean/FFM reduction 🔹The ~25–40% range is well-described baseline physiology, not a GLP-1-specific signal 🔹The dominant effect remains preferential fat mass loss with significant metabolic benefit So this isn’t a drug-specific muscle-wasting phenomenon. It’s a misinterpretation of what DEXA actually measures. If we’re going to have strong opinions here, we should at least be precise about the difference between: lean mass, fat-free mass, and skeletal muscle Because those are not interchangeable terms—and treating them like they are leads to bad conclusions.
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Johnthomas5498 retweeted
My pre draft QB2 Drew Allar finds himself in one of the best situations in the NFL with the Steelers. Back on Dec. 16, I wrote, “Drew Allar Could be the Steal of the 2026 NFL Draft,” and now one of the best drafting organizations for decades picks him: firstroundmock.com/2025/12/d…⬇️
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This isn't my meme, but I knew all this, and most Americans don't. In fact, most Republicans think (or pretend to think) that these facts are not true.
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the last time Democrats had control over Congress and the Presidency they passed a trillion dollar climate-friendly infrastructure bill the time before that they expanded healthcare coverage to tens of millions of Americans
This Post is from an account that no longer exists. Learn more
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Johnthomas5498 retweeted
this edit has 8 million likes on tiktok btw
We really don’t talk enough about just how good Obama’s final years in office were economically. Bro was handed the worst economic disaster since the Depression and left us with record low unemployment, record GDP growth, and $2 gas
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Donald Trump in two quotes "We’re not gonna destroy the value of their homes so that somebody who didn’t work very hard can buy a home". “I’ve been the best friend to Israel, I think that they’ve ever had. "
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Johnthomas5498 retweeted
Obama talked less explicitly abt race than most right-wing podcasters. Dylan Roof walked into a historic black church in South Carolina and murdered 9 Christians. If ever there was an opportunity to “fan the flames of racial division,” that was it. His focus that day was grace.
This whole thing is pretty ironic when you remember that Barack and Michelle Obama have done more to fan the flames of racial division in America than perhaps any other major figures in recent history.
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Johnthomas5498 retweeted
I'm not sure enough Democrats understand that ICE is no longer about immigrants but is rather a dry run for how to invade a city to create chaos sufficient to take over or cancel an election.
NEWS from inside the Senate Dem meeting tonight: 1-Schumer has the votes to block the DHS funding bill 2-They're going to ask for real investigations into the murders (including an end to impeding the state/local investigations), an end to masks and arrest quotas. (cont'd)
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The normie position on immigration is really not that hard to figure out: * Deport immigrants who commit crimes * Fix the unlimited asylum loophole * Don't go around acting like a gestapo, kidnapping people off the streets, violating rights and murdering protestors
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This is a straight up assasination.
Chris Shula’s team won more playoff games this season alone than Mike Tomlin and Mike McCarthy have won over the last nine years. Combined.
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Johnthomas5498 retweeted
Stop telling me bottoming out and/or a true rebuild can’t be beneficial for this Steelers’ team. The two teams in the SB are perfect examples. Patriots: finishes 4-13 back to back, drafts Maye & Campbell at 3 & 4 in 2024 & 2025. Seahawks: trades stars like Russ, Geno, and DK for draft picks, drafts Witherspoon at 5 in 2023. Those of you telling others that they should be perfectly fine with running the same core back year after year for no reason (other than being scared of the risk) are tone deaf. The Steelers need to move their “stars” for picks and get on with the next chapter. #Steelers #HereWeGo
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Johnthomas5498 retweeted
Hitler was a fucking idiot. He was an amphetamine-addicted midwit, who regularly ignored brilliant Generals like Rommel, and who lost to real powers like the USA and Russia so badly that his country was ripped in twain for decades and one woman in three was raped. Ironically, no historical leader has ever been worse for whites. Hitler's unnecessary brother war killed ~46 million of them, and its costs led to the collapse of colonialism. So, I mean, there's that.
Germany got Hitler because there were too many subjects about which only Hitler spoke the truth. This made a lot of Germans regard Hitler as an infallible genius. Hitler was a genius—all serious historians agree. He was not infallible. Don’t want Hitler? Don’t let this happen
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Have y’all seen this?
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Johnthomas5498 retweeted
America’s secret economic weapon has never been oil, tech, or cheap capital. It’s the rule-of-law premium: the trust that here, contracts mean something, courts are impartial, and power has guardrails. This administration is cashing it out.
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Johnthomas5498 retweeted
If you can't survive in broadcasting without paying $787.5M for lying, then you shouldn't be in broadcasting.
If you can’t survive in business without hiring illegals, then you shouldn’t be in business.
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