Michael Alfaro

Energy Analyst | Forbes U30 | Jersey Boy | Spaghetti & Meatballs Enthusiast

[Michael Alfaro @RealMikeyMutz]

@Zaneris @JavierBlas Ok very interesting - that conflicts with something else we saw

[Michael Alfaro @RealMikeyMutz]

@Zaneris @JavierBlas We had discussions that it’s effectively in CENTCOM - you may be thinking of the George Bush which is stepping in for the Gerald ford

[Michael Alfaro @RealMikeyMutz]

@JavierBlas Doesn’t this line up with when the USS Boxer arrives?

[Michael Alfaro @RealMikeyMutz]

The conflict in Iran is driving market volatility.

We’ve created an investor playbook covering the situation and how to navigate it.

https://t.co/rf6u3FIANe

[Nishant Kumar @nishantkumar07]

A hedge fund recruiter found Michael Alfaro a night nurse for his son as one of the perks to stop him going independent. He spurned the cash and kept the nurse. The pod shops can outspend almost anyone. What they can't buy is the desire for autonomy. https://t.co/IxoxliU91R

[Michael Alfaro @RealMikeyMutz]

@justinaknope Yes

[Michael Alfaro @RealMikeyMutz]

We thought we could provide a helpful resource by harnessing our knowledge around #CaliforniaWildfires with this overview we created. Our thoughts go out to those impacted by the fires and to those who have lost their homes and loved ones. https://t.co/ZMHZRSmjSd

#PalisadesFire

[Michael Alfaro @RealMikeyMutz]

@EnergyCredit1 Whitney Stanco at Washington Analysis has a great presentation on this

[Kenny Lay (Parody) @EnronChairman]

🎄CHRISTMAS EVE EFT ROLL CALL!🎄

Who is all on—check in and let’s hear how you are celebrating!

What are you drinking?

Kenny is drinking Christmas Ale👌🏻

GIFs encouraged at this party!

🎁 Special co-host and the video creator: @ShaleCo_Energy give him a follow!

Retweet! #EFT

[Michael Alfaro @RealMikeyMutz]

@JavierBlas @HalliBu78316368 @EthanHBellamy @EnergyCynic @realDonaldTrump @Amc8K

[Michael Alfaro @RealMikeyMutz]

#EFT & @mr_skilling Does @justinbieber’s latest music video where he plays an unemployed #oil worker mark the.....

[MOAR Drilling @MOAR_Drilling]

My favorite DM today, “I bought in $USO & am holding future WTI contracts and it feels like I am at a friends house, clogged the toilet, and don’t know what to do.”

[Michael Alfaro @RealMikeyMutz]

@EthanHBellamy @EnergyCredit1 @WillRayValentin @mr_skilling @losingyourmoney @wrbailey8 @FracSlap @Teutoburg1 @HalliBu78316368 @encapped @MLPguy @energy_rx @EftBotDad Kicking this off early

[Michael Alfaro @RealMikeyMutz]

I burst out laughing when I dialed the number @EnergyCredit1 @JonathanByrne9

[Michael Alfaro @RealMikeyMutz]

#OPEC final #'s:
1) Saudi & Russia will cut 5 MMBbld
2) Remaining OPEC+ will cut 5 MMBbld
& will request other G20 countries to cut 5 MMBbld
3) 10 cut will last til Q3, then 8 until YE, and then 6 til Apr 21
4) OPEC will request G20s buy for their SPR at tomorrow’s meeting

#OOTT

[Michael Alfaro @RealMikeyMutz]

UPDATE: For those keeping score at home #OPEC has floated:

1) 10 MMBbld cut though YE
2) 20 in Q2 / 15 in Q3 / 10 in Q4
3) 10 for 2 months
4) 10 in Q2 / 7 in Q3 / 5 in Q4
5) 12 with 5 from other sources
6) 10 til June and 6 to Apr '21
7) 10 in Q2, 8 to YE, 6 in '21

#OOTT #OIL

[Michael Alfaro @RealMikeyMutz]

#CNBC Video of Damage at #Aramco #Khurais

https://t.co/gCdAyylKuv

#OOTT
#SaudiArabia
#Oil

[Michael Alfaro @RealMikeyMutz]

Saudi Defense Minister: Can now conclusively say Iran was behind the attack https://t.co/rBSwJrPXMV

#OOTT
#oil
#SaudiArabia

[Michael Alfaro @RealMikeyMutz]

vs analyzing "who's @mr_skilling"

[Michael Alfaro @RealMikeyMutz]

Analyzing earnings