@mattmurley19 If Whitney hadn't blocked me for saying he forgot to tie his skates one night 10+ years ago (got turnstiled in Oil silks) I would question him directly about exactly how soft that would be in comparison.
But I can't because he blocked me.
@JasonGregor You know what you have in Lazar and there's likely no upside to his current level (that's the best comparable since they're both right shot C). This season both are over 50% on draws but Lazar is at 0.65P/60 while Philp is at 1.2P/60. It doesn't hurt you to find out what Philp is
@BearingtonTrade WCS currently sitting around 60 a barrel and WTI at 73. So a 10% tariff still puts it at close to a 10% discount against WTI. Then when you look at forex (costs in CAD versus sales in USD) the producers could actually come out ahead.
@BearingtonTrade Not really? Most of the NYSE traded CA companies are going to be energy or banks. Math doesn't look like it's going to work out on oil.
βThere is no such thing as an unbalanced budget.β
βYou pay for it either in the form of taxes, or indirectly in the form of inflation or debt.β
- Milton Friedman