Hugo Manenti

Pro Investor @etoro. Check my portfolio 👉
Ex Private Equity and M&A professional.

[Hugo Manenti @HugoManenti]

@AahanPrometheus Bullish? It can’t be - the Strait is fully open and there is a glut, I am told

[Hugo Manenti @HugoManenti]

@jaynemesis Crazy stuff. And Nantes is on the Atlantic coast - usually cooler

[Hugo Manenti @HugoManenti]

@Rory_Johnston Is China trying to teach Iran a lesson?

[Hugo Manenti @HugoManenti]

@ed_fin Masters of dark transits

[Hugo Manenti @HugoManenti]

Iran is demonstrating control of the Strait, Trump admitted the oil market was just 4 weeks away from disaster, we are still seeing record draws... and WTI is about to trade with a 6 handle?

Hmmmm

[Hugo Manenti @HugoManenti]

@TXMCtrades Attitude of the youth is most striking. Fighting hard to transfer more of their money to wealthier boomers. To pay for benefits they will never enjoy themselves.

[Hugo Manenti @HugoManenti]

@CasinoCapital We're delivering a better service by delivering a worse service. ok...

[Hugo Manenti @HugoManenti]

@Big_Orrin Tells you who controls the Strait and whose oil is coming out of it

[Hugo Manenti @HugoManenti]

@TommyDeepwater Borr has much upside there and in the UAE

[Hugo Manenti @HugoManenti]

@WarrenPies Energy has already reversed most of it. Now semis...

[Hugo Manenti @HugoManenti]

@conksresearch I’m told there’s no mountain in Japan because they never hike

[Hugo Manenti @HugoManenti]

@kab604 If you don't have LPs though...

[Hugo Manenti @HugoManenti]

@EconstratPB That bistecca looks A+ but… cheese on ragù‼️

[Hugo Manenti @HugoManenti]

@EconstratPB Iran will take the $$, ship their oil and find a reason to close Hormuz again. Rinse and repeat. They have him by the b*lls.

[Hugo Manenti @HugoManenti]

😂

[Rory Johnston @Rory_Johnston]

Folks worried about tank bottoms and Russia out there poppin’ tank tops

[Hugo Manenti @HugoManenti]

@ericwallerstein Wasn't it the same guy who, a few weeks ago, said it'd take months?

Either that have already restarted (possible as more oil has been leaking out the Strait), or he's saying what his boss wants to hear...

[Tony Greer @TgMacro]

I think if you operate from a position of:

BULLISH RESOURCES
($GDX, $XME, $XLE, $REMX)
—————–———
BEARISH semis ($SMH) & SPACEX ($SPCX)

that you fare well over the next three to six months. Timestamp me, please.

[Hugo Manenti @HugoManenti]

@jac007csi2024 Need for diversification away from the Middle East meets a new cycle of offshore discoveries / cost efficiencies... match made in heaven

[Hugo Manenti @HugoManenti]

I'm always too early to buy and too late to sell, but I struggle to see a world where offshore doesn't do very well... starting buying back the little $RIG and $TDW I sold earlier this year

[Hugo Manenti @HugoManenti]

Offshore didn't need the war but it will likely be the biggest beneficiary, and yet stocks are trading well below pre war levels.

Supply is still flat at best, contracting has been solid, and there are many more projects in the pipeline.