Damon Chouest

Globetrotting Blue Marlin Fisherman, Worldwide Traveler, Fan of Time on the Ocean, Formula One, Tennis Grand Slams, NFL, Financial Markets and Macro Analysis

[Damon Chouest @DamonChouest]

@calvinfroedge Doomberg said $25 oil was coming, a terrible commodities analyst-“all commodities are permanently cheaper in the futre, etc.”, trying to sell subscriptions more than accurate or honest analysis, more of an entertainer and humorist than one to be taken seriously on any forecasts

[Damon Chouest @DamonChouest]

Spot on analysis, George

Long overdue on the moment of truth for this trade as you suggest ahead

As AI has no realistic path to monetization or +ROI forward while the refiners and integrated Oils are virtually minting cash for the next decade at a minimum at single to low double digit P/E’s and teens on FCF yields, Investing 101 and obvious best path forward

[Damon Chouest @DamonChouest]

@chrismartenson Agreed, Chris

In 1 year and annually for the next 10

[Damon Chouest @DamonChouest]

@RazorOil Congratulations on your knowledge and success, agreed on conclusions

Canada has the best oil and gas future ahead globally in my opinion, long dated reserves are paramount, best of luck ahead

[Damon Chouest @DamonChouest]

@Stocktwits The retail suckers were supposed to be in infinite supply as with Tesla, not so far

[Damon Chouest @DamonChouest]

@Stocktwits @rhcm123 With Fire Sauce, an unmitigated disaster so far

[Damon Chouest @DamonChouest]

@gnoble79 George, the wisest words ever said are above at the moment in my humble opinion

I see it as a decade long trouncing from here, dividends included

[Damon Chouest @DamonChouest]

@gnoble79 @Ross__Hendricks @pboockvar @MichaelMOTTCM @davevermilion @SamKovX @zmarx_the_spot I’ll gladly join both of you, 2 of the wisest and best minds in the business, much appreciated on sharing your macro and investing wisdom, tremendous learnings to date and more ahead

[Damon Chouest @DamonChouest]

@JoshYoung @staunovo This complete lack of knowledge on the oil fundamentals will come back to bite, I predict by US Open tennis finals and NFL opening weekend on the spot WTI and Brent pricing

[Damon Chouest @DamonChouest]

@trevor_rose_ Excellent interview,
Very wise guest and investment manager on all fronts and fundamentally

I’ll have to attend Calgary Stampede next year

We have Houston Rodeo in Spring, both excellent industry events it appears

[Damon Chouest @DamonChouest]

@trevor_rose_ CVE and Canadian Oils are crushing it today, massive crack spreads included…Beautiful Day

[Damon Chouest @DamonChouest]

@anasalhajji Dr. Anas, excellent interview on Macro Voices, very informative, thank you for sharing your wisdom, insight and knowledge on oil and gas markets in dynamic times and critical moments.

[Damon Chouest @DamonChouest]

@CommodMkt @Rory_Johnston Excellent interview, Jeffrey and much appreciated on sharing your best in the world Macro knowledge on commodities. You and Rory are mentors to me and have helped massively in my very positive performance to date, thank you

[Damon Chouest @DamonChouest]

@Peter_Lukacs_R Correct, Peter. Long dated reserves are preferable, especially those with refining capacity and high utilization, its never been clearer

[Damon Chouest @DamonChouest]

@HealthRanger @ProfSteveKeen Exactly correct, Both. Spot on analysis not yet understood by all but ultimately will be by Labor Day weekend

[Damon Chouest @DamonChouest]

@JoshYoung @trend_bullish @EIAgov Oil and Gas 101 here we come!

[Damon Chouest @DamonChouest]

@investinguab 172 committed, not 172 sold

Check the last sale as only 133 range was sold to date, 2nd sale had less than 1 % interest based on contango curve

[Damon Chouest @DamonChouest]

@ericnuttall @OuncesApp A day late and a dollar short, Eric as a saying in the states.

[Damon Chouest @DamonChouest]

@HFI_Research This is the best piece and oil markets/macro analysis I’ve seen since SOH closure, period. Stay true to the fundamentals, internal compass, and logic as they’ll ultimately prevail. All that’s left now is the waiting. Thank You

[Damon Chouest @DamonChouest]

@CommodMkt @CNBC @SullyCNBC @KellyCNBC Excellent interview, Jeffrey with Rory

Very few of us are left on the absolute fundamental case for oil, gas and commodities broader

Much appreciated on sharing your knowledge, insight and wisdom through the decades