Dallas

Midwest Scientist.
The greatest anti debt is Jesus Christ.
The greatest anti debt unit on earth is gold.

[Dallas @Djd00201]

@GavMcCracken So either treasury is burning paper shorting oil or ?

Spitballing as Im long services, refiners, pipelines and majors +refiners:

What if we skipped the high prices of oil because the world economy will simply not begin to afford WTI >100?

Oil pricing in depression

[Dallas @Djd00201]

@1031ent @vscott53 @Vivek4real_ Yup. Measure in gold and you’ll be back on track

[Dallas @Djd00201]

@chrismartenson @EnergyAlphaCo Hadnt seen that one from gorozen. Thanks Chris.

[Dallas @Djd00201]

@GavMcCracken @GeorgePaterson_ Back in fall of 2025 I started buying the majors and some oil service names not in anticipation of Iran conflict but curious if you went through consideration of refiners?

Intelligently some people knew Bessent wont touch crack spreads (ironic).

[Dallas @Djd00201]

@Kacper_PK_CH I am watching for capitulation to add size

[Dallas @Djd00201]

@crudechronicle @RealRickRule

[Dallas @Djd00201]

@Aion19834333 @GavMcCracken For now.. watch the chart

[Dallas @Djd00201]

@calvinfroedge Day #2 of asking calvin on his opinion of $APD

[Dallas @Djd00201]

@Kacper_PK_CH I was looking for some capitulation selling to enter more size so i was small into $UGL.

[Dallas @Djd00201]

$EQNR

Been long. Holding breakout

Massive q2

[Banancial @Banancial]

$EQNR — is boosting its 2026 share buyback program to a massive $3 billion. This 6-K confirms an absolute blowout Q2, solidifying the company's commitment to aggressive capital returns. We flagged this filing: adjusted operating income nearly doubled year-over-year to $11.48 billion, driven by surging oil and gas prices and robust trading results. Cash flow from operations after taxes hit an impressive $7.68 billion.

This quarter's performance fuels a new $1.125 billion third buyback tranche and supports a $0.39 quarterly dividend. The balance sheet is fortress-like, with net debt to capital employed adjusted plummeting to just 10.4%. Production also grew 3% year-over-year, and Equinor took FID on a major Angola project, signaling continued growth investment alongside shareholder payouts. This filing lays out a strong bullish case.

Headlines are late. Filings aren't.
Source & full breakdown: Wiseek (link in bio)

[Dallas @Djd00201]

@GavMcCracken Both. Coffee in the morning, green tea at lunch

[Dallas @Djd00201]

@Midnight_Captl @SouthernValue95 Copilot is the worst. Companies are probably locked into it? Company computers banned from accessing other agents.

[Dallas @Djd00201]

@calvinfroedge $APD

[Dallas @Djd00201]

@GavMcCracken There is a quote from soviet union:

“We pretend to work and they pretend to pay us”

[Dallas @Djd00201]

@calvinfroedge I think lower and i am ready for either

[Dallas @Djd00201]

@Maxxxturner @Polymarket

[Max @Maxxxturner]

@Polymarket

[Dallas @Djd00201]

@LukeGromen Time to break out the Speed meme again

[Dallas @Djd00201]

@GavMcCracken @calvinfroedge A venerable glut of gluts

[Dallas @Djd00201]

@calvinfroedge That hummus is oiled up