Morgan McGough

Refinery slub. Lots of troubleshooting and a little engineering. Lover of family and good food/wine.

[Morgan McGough @Morg2006]

@CaptnForesight Any self respecting refiner that can’t make money with that needs to go to the house!

[Morgan McGough @Morg2006]

Backend this, backend that. Come on @elonmusk there has to be some bright enough guys at X to make Dark Mode work only on X.

[Morgan McGough @Morg2006]

@Big_Orrin If his goal was to have more Made in America items tariffs are a horrible way to have gone about it. Incentives for manufacturing build out would be orders of magnitude than what's going on now.

[Morgan McGough @Morg2006]

@Jimmyjude13 If you think about trading that just have someone kick you in the balls and call it a day.

[Elon Musk @elonmusk]

Bingo.

The problem is that massive transfers from productive members of society via taxation enable the vast staff of elite universities to enjoy the benefits of capitalism while living under the illusion of communism.

[Morgan McGough @Morg2006]

@Big_Orrin It's a great knowledge sharing forum. Unfortunately its also proof that many shouldn't have a microphone to talk to the public.

[Aviemore @Fyrishsunset]

This, by JK Rowling, should be framed and on display in all our schools and government buildings …

[Dystopian Times @DystopianTimes_]

Gotta hand it to the authorities. At first I was mad when they scrubbed the Banksy, but they have unintentionally made one of the most powerful artworks of all time.

[Morgan McGough @Morg2006]

@JavierBlas @opinion @liamdenning Sarcastic me: The Green Dream is well worth the suffering of low income earners.

Engineer me: Base load capacity brought off line for intermittent renewables equals system at higher % of total available load. It’s simple math.

[Morgan McGough @Morg2006]

@FracSlap @tcu1021 Same. My wife’s treatment and follow ups are an example of what medical care should be.

[Morgan McGough @Morg2006]

@Big_Orrin @persontradoor The labor pool has tightened to the point this wouldn’t happen at higher and mid-tier restaurants. Fast food may be another issue though.

[Morgan McGough @Morg2006]

@BrynneKKelly Where they paid to sell today or did they have advanced knowledge of the Israeli attack and caused the run up that started in early June?

[Morgan McGough @Morg2006]

@Big_Orrin How long would a closure have to last to impact inflation? Longer than a few days I’d guess.

[Morgan McGough @Morg2006]

@Big_Orrin The Green Dream at its finest

[Morgan McGough @Morg2006]

Lots of comments on US equity market struggles over the last few months. Call it Mag 7 AI pullback, Trump hysterics/tariffs, etc. At this point its nothing more than a bit of mean reversion...3 month, 1 yr, 5 yr, and 10 yr US S&P 500 vs. Euro and emerging markets.

[Morgan McGough @Morg2006]

@Big_Orrin Sigh…hydrogen production. Anyone who has ever looked at a H2 plant material balance knows H2 won’t make the Green Dream happen. That doesn’t take into account storage and transportation.

[Morgan McGough @Morg2006]

Yeah Landman is a little dramatic, but great to see API stepping up with some positive PR commercials for the industry.

[Morgan McGough @Morg2006]

@Big_Orrin Hit send early…but solar panels and windmills eat up CapEx that could go towards nuclear or natural gas plants.

[Morgan McGough @Morg2006]

@Big_Orrin Yep, solar and wind contribute nothing to the grid in rough winter conditions.

[Morgan McGough @Morg2006]

@SpotMonthEnergy A 321 at that level for long will put some refiners out of business.