Josh Young

I invest in oil & gas stocks professionally at Bison Interests and I write about them on is not an offer or solicitation. Caveat emptor

[Josh Young @JoshYoung]

My firm published this white paper prior to the Iran war, warning of the risk of being underweight energy stocks after a prolonged down cycle, and highlighting the opportunity in value priced oil & gas stocks.

They're still compelling. It's not too late.
https://t.co/rV7hiLOm90

[Josh Young @JoshYoung]

"What's it like to invest in oil and gas stocks?"

Well, it's hard to describe, but it's a little like this:

[War Monitor Clips @WarMonitorClips]

Man dodges arrows in shootout between tribes, Papua New Guinea 2025

[Josh Young @JoshYoung]

"Iran never won a war, but never lost a negotiation!"

[Josh Young @JoshYoung]

My latest thoughts on the oil supply / demand dynamic, including perspectives from CEOs of two of the world's largest oil companies:
https://t.co/BHZpgIttbh

[Josh Young @JoshYoung]

CNBC is bearish. I'm bullish. Got oil?

[Josh Young @JoshYoung]

Full article
https://t.co/kakxesNrSH

[Josh Young @JoshYoung]

https://t.co/O1U1l9FW8n

[Josh Young @JoshYoung]

Coming soon?

[Josh Young @JoshYoung]

I like big draws

[Energy Headline News @OilHeadlineNews]

EIA

Crude: -7.974M
Cushing: -0.583M
Gasoline: 3.364M
Distillates: 1.502M

[Josh Young @JoshYoung]

Coming soon?

[Josh Young @JoshYoung]

Bubble Appendix O: whatever this is

[Josh Young @JoshYoung]

"How could we know there was a bubble?"

Exhibit A:

[Jim Cramer @jimcramer]

A new acronym for the meme stocks that just won’t quit!!! PARC!

[Josh Young @JoshYoung]

Bubble Appendix N: get your AI for free - from McDonald's?!?
https://t.co/3qgPwgW2lp

[Kekius Maximus @Kekius_Sage]

Stop paying $20 per month for Claude Code. McDonald’s AI bot is FREE.

Someone asked a McDonald’s support assistant how to reverse a linked list in Python.

It answered correctly. Actual code.

We’re definitely at peak AI now.

[Josh Young @JoshYoung]

@Grog_IsGood I like the CEO of that subsidiary. I don't understand the parent company and am not involved.

[Josh Young @JoshYoung]

@robin_j_brooks You don't think that declining global inventories will induce higher prices?

[Josh Young @JoshYoung]

@EricLDaugh Good

[Josh Young @JoshYoung]

@Osint613 👀

[Amina Ishaq @AminaI29384]

@Cheekybaua @JoshYoung

[Josh Young @JoshYoung]

@Cheekybaua Thank you!

[Mista Indigo @Cheekybaua]

Always great hearing @JoshYoung break down the latest in oil markets....

What stood out to me was the segment starting at timestamp 14:41 .....where he discussed the events that happened in Hormuz during the war and during the "ceasefire" that have not been reported by the media.. He also gives a couple of examples from which you can make up your own conclusions.

I think this is the key part of the turning tide in this war because clearly more oil infrastructure was damaged than the powers that be are reporting and if true are likely to have a long term impact on oil prices well beyond a peace deal.. #OOTT #IranWar

highly recommend listening to the full interview below.
https://t.co/J5FDlYTDTV

[Josh Young @JoshYoung]

It is bizarre seeing these Trump comments after the violence last night.

Here is some of the aftermath: https://t.co/wrdbYlBVz0

[Energy Headline News @OilHeadlineNews]

The aftermath of Kuwait International Airport following the Iranian attack. @Osint613

[Josh Young @JoshYoung]

Trump reacted poorly to oil prices rising this morning.

The market is shrugging off his jawboning.

[Energy Headline News @OilHeadlineNews]

Trump:

“We seem to be getting along quite well with the Ayatollah.

I would like to meet him. I will probably meet him at some point.”

[Josh Young @JoshYoung]

@policytensor 🎯

[Bison Insights @BisonInsights]

“An iron law of business is that growth eventually dampens exceptional economics.” - Warren Buffett