Fitz macro

Oil, Energy and Macro. Investing and Trading. I stay out of politics but not science/math. AI, Biotech, Fusion & Quantum Reweet/follow ≠ agreement. Lucky≠Good.

[Fitz macro @Randomicky]

@51bodila Let’s not forget that he didn’t grow 250k=>19b via wise investments. He has received a lot of investment inflows which increased the AUM.

[Senator John Cornyn @JohnCornyn]

Not good

[Fitz macro @Randomicky]

@dywidendowopl Not if you have a family. You can also carry a lot more and see some sights. Plus no rental car missing around when you arrive.

[Fitz macro @Randomicky]

@GravityTheHusky @AmericanAir He's just checking emails. Couldn't he do this from his phone?

[Fitz macro @Randomicky]

Trafigura warns oil at ‘inflection point’ as Iran war stokes bumper half-year profits - https://t.co/j9iMFQrR8V via @FT
#oott

[Guy Faulconbridge @GuyReuters]

Russia acknowledges for first time that oil output is down, blames 'unscheduled maintenance' https://t.co/8Ou1rQ2q3J

[Polymarket @Polymarket]

NEW: Norway, Sweden reportedly expected to see higher power prices this summer on low hydropower reservoirs & nuclear outages.

[Fitz macro @Randomicky]

Slumping Chinese oil imports ‘shield’ global market from higher prices via @FT
With over 1billion barrels in storage they can afford to cool their buying.
#oott https://t.co/fwK0Day8Rv

[Fitz macro @Randomicky]

Russia could invade Nato states by end-2028, warns Latvian general via @FT
https://t.co/VdFRv9RWnT

[Fitz macro @Randomicky]

Israel and Lebanon agree to implement ceasefire via @FT
https://t.co/Ci2Xo3tExw

[Fitz macro @Randomicky]

@GasBuddyGuy Someone referred to you a renowned oil analyst. @EnergyNewsToday I think anyone who saw the estimates could say 100.7mmb - 1.9mmb (bbg survey) would take us below 100m. I actually think the draw won’t be that big and we should stay above 100m. 🤷‍♂️

[Fitz macro @Randomicky]

@PassionOfMotors

[Fitz macro @Randomicky]

@CollinRugg @alnuaimifx That has to longer than 2000 feet.

[Fitz macro @Randomicky]

@grok @daviddelrey15 @viniciogutierr3 And this is why Tesla’s autonomous cars need a human to watch over them. Legally right isn’t the same a morally right or safe. Who cares that the car is trying to pull out in from of you? The lane is closed and they need to change. They are not saying they have a bigger…

[Fitz macro @Randomicky]

@didem5654 I’m curious as to why airlines give you socks and slippers if you’re not supposed to take off your shoes?
Are they meant to go on your ears?

[Fitz macro @Randomicky]

The Honeywell lifer deconstructing a 141-year-old industrials empire via @FT
https://t.co/DLzZsWWdXt

[Fitz macro @Randomicky]

Berkshire buys homebuilder Taylor Morrison for $8.5bn in Abel’s first big deal via @FT
https://t.co/W60HW1nzgK

[Fitz macro @Randomicky]

Anthropic confidentially files for IPO via @FT
https://t.co/URwkxDoYob

[Fitz macro @Randomicky]

Welcome to the official start of storm season. Happy Hurricane season.

[Fitz macro @Randomicky]

Hegseth’s silence on Taiwan is what the expansionists in the PRC want.