Jake

🦖🧃💨🛢📈 #EFT

[HFI Research @HFI_Research]

Unless you are actually pushing down refined product prices, pushing crude down doesn’t do shit!

You are just signaling to oil producers to stay the fuck away from increasing supplies. Meanwhile, inflation isn’t changing because gasoline and diesel are still elevated.

This is the dumbest intervention in the history of markets.

At least Nixon tried to put in price ceilings, what good is this crude suppression doing? You are still running out of inventories!

[Gur Singh @HoopFocusX]

Dort is obviously a HOF role player for the Thunder forever

One of the craziest ball denying & pressure defensive players you’ll ever see, who could actively scale up to guard the best player no matter their size

There were seasons he had the lowest usage in the NBA, there was also a season he was OKCs #2 scoring option

He was a big part in giving Haliburton, Ant & Murray some of their worst scoring volume series

Championship starter, the longest tenured OKC player until today.

He was a huge of establishing the greatest era of Thunder basketball & that’ll never be forgotten

[Jeffrey Currie 🆔++ @CommodMkt]

Everybody talks about the Magnificent 7, but my focus is on the  “Munificent 7”. Who are they?

They are oil companies and asset-heavy businesses generating real free cash flow yields in an AI sector that is trying to achieve breakout despite increasing constraints by energy, materials and physical scarcity.

Those oil company yields are 15.5%, whereas the AI hyperscalers are 0%. Read that back again.

The Munificent 7 are named that for a reason.

[🇦🇺Craig Tindale @ctindale]

https://t.co/y8GUMjRDEj

[ESPN @espn]

"Since the day that Chet Holmgren played for the Oklahoma City Thunder, we've been the first seed in the West."

Chet's reaction to Shai complimenting him 😂

[NBA @NBA]

Beautiful throw.
Perfect release.

The Thunder are on fire at home in Game 1 🔥

[Jake @Jake_Kth]

@BunkiePerkins Shut down the Permian

[Shane Parrish @shaneparrish]

Charlie Munger on how to succeed:

“It’s so simple: you spend less than you earn. Invest shrewdly. Avoid toxic people and toxic activities. Try to keep learning all your life. And do a lot of deferred gratification. If you do all those things, you are almost certain to succeed. And if you don’t, you’ll need a lot of luck. And you don’t want to need a lot of luck. You want to go into a game where you’re very likely to win without having any unusual luck.”

[Heather Exner-Pirot @ExnerPirot]

Some of you still seem to think oil is only used for gasoline for light duty vehicles, because that’s the only time you’ve physically encountered it.

Expensive and scarce oil is an omnicrisis for the global economy. It cannot be replaced by electrons from solar panels.

[Jake @Jake_Kth]

@agnostoxxx @TraderPamplona

[Joel Lorenzi @JoelXLorenzi]

Jaylin Williams stole the show on stage during OKC’s championship parade. Rallied the crowd like Steve Austin.

“They said we was too young (WHAT??). They said Oklahoma shouldn’t have a team (WHAT??). But guess what? (WHAT??)

“We the f—n champs!”

[Jake @Jake_Kth]

@BunkiePerkins Big✝️thapriest

[Jake @Jake_Kth]

@SMB_path @NewsFinOil *Unless they have a prospect go bust and they have a meeting w the c suite

[Jake @Jake_Kth]

@BunkiePerkins Thank you for letting the people know Bunk.

[Jake @Jake_Kth]

@Whotfismick Haven’t watched yet

[Jake @Jake_Kth]

@MattGinella @PasatiempoGolf @firepitstories August 23’

[Jake @Jake_Kth]

@anasalhajji

[Jake @Jake_Kth]

@EFTwife @BunkiePerkins

[Jake @Jake_Kth]

@BunkiePerkins Spiderman.gif