Benjamin

Investing | Commodities | Real Estate

[🏴‍☠️ @calvinfroedge]

@zerohedge So 3 per day, amazing, 2% of pre war volume

[Polymarket @Polymarket]

JUST IN: Anthropic will pay SpaceX $1,250,000,000.00 per month for compute through May 2029.

[rosey🌹 @thechosenberg]

This is my quant

[🏴‍☠️ @calvinfroedge]

Amazing how you can just buy a sector because it's cheap, and then a catalyst just materializes that makes it not cheap

And since you bought at the bottom, you get a ridiculous yield

Cheapness is its own catalyst

[🏴‍☠️ @calvinfroedge]

It's true that hantavirus can kill up to half of those who are infected

It's also true that human to human transmission is almost certainly taking place on both cruise ships and airplanes

And it's clear that the only answer to all of this is buying AI stocks and shorting oil

[Bullish Trend @trend_bullish]

Friendly reminder; the Q1 earnings results are based on a 71$ WTI average price…

[Eric Nuttall @ericnuttall]

This is potentially a huge deal for the Canadian oil sector: 550,000 Bbl/d of new takeaway capacity, with upsize potential to 900,000, and onstream if FID'd ~2029. If this goes ahead, the "pipe-dream" West Coast pipeline is dead, and with it so too the obsolete Pathways Project.

[*Walter Bloomberg @DeItaone]

U.S. STOCKS OF CRUDE OIL IN SPR FELL IN LATEST WEEK TO LOWEST IN A YEAR - EIA

[Psyduck Capital Management @psyduckcapital]

@BoringBiz_ Don’t worry, there already is massive group think in finance today lol

[Bullish Trend @trend_bullish]

$PEY.TO so far so good, Target 30$

[Benjamin @BenjaminAlbers_]

@BubleQe Not long ago it felt like all this capital was fleeing!

[Bullish Trend @trend_bullish]

$WCP.TO Headed to 25$ slowly

[JennyManyDots @jenstilmanydots]

Shell agreed to buy Canadian producer $ARX.TO for $13.6 billion, in a deal that will expand the company’s oil and gas production.
Acquisition will be paid for with about 25% cash and 75% shares, at a premium of 20% to ARC’s 30-day weighted average price.
https://t.co/7yHFuvC3lY

[Javier Blas @JavierBlas]

BREAKING: Big Oil M&A

Shell buys Canadian oil and gas producer ARC Resources for $13.6 billions (plus debt and leases), making Canada one of its core areas.

ARC pumps ~370,000 barrels of oil equivalent (~40% liquids) from the Montney shale basin.

Statement: https://t.co/IRXNpQn1Dy

Slide deck: https://t.co/oEq88UXVTE

[🏴‍☠️ @calvinfroedge]

Things start getting real around the time school is out and summer driving season starts up

[JennyManyDots @jenstilmanydots]

There are many nights I sleep less than five hours, I put my heart and soul into my newsletter - and the May issue is one I am particularly proud of.

I hope subscribers enjoy reading it as much as I enjoyed writing it ❤️Getting their money’s worth in terms of length anyway 😂

[JennyManyDots @jenstilmanydots]

Premium subscribers: please check your inbox 📩

You’re invited to a private Zoom Q&A with Kenorland Minerals CEO @floodgeo - one of the most accomplished gold finders of his generation, and a standout from our upcoming “Top Ten Leaders Poised to Replace the Legends”!

[Benjamin @BenjaminAlbers_]

@trend_bullish Sneaky winner

[Benjamin @BenjaminAlbers_]

Still holding!

[Bullish Trend @trend_bullish]

$HUN TP 19$

[JennyManyDots @jenstilmanydots]

Attention Sandpiper Subscribers:

Please check your email, we are exiting a position tomorrow ✌️