Toomas Pelberg

[Toomas Pelberg @ToomasPelberg]

@rekurencja @Edark94 So you can be down on both? I feel manly already ,]

[Toomas Pelberg @ToomasPelberg]

@puppyeh1 With that color scheme, are they after the blind? One of the worst I've seen..

[Toomas Pelberg @ToomasPelberg]

@CharlieFlorimon @oilgastourist The high end of the collar is rather low by todays standards, wouldn't you say? :)

[Toomas Pelberg @ToomasPelberg]

@oilgastourist Apparently Brazilian bankers like it more, but yes, their real name suited them much better. And unlike most Nigerian scams, they actually do make some money.. well, once the hedges roll of ;-)

[Toomas Pelberg @ToomasPelberg]

@Kacper_PK_CH While everyone's consumption basket is different and varies during the course of their life, so are their taxes.. finding a defensible mean would be problematic. That said, as inflation measures rate of change and taxation creeps up slowly, don't expect much.

[Toomas Pelberg @ToomasPelberg]

@aeberman12 Or perhaps it's simply opining on the denominator?

[Toomas Pelberg @ToomasPelberg]

@calvinfroedge In Baltics, there have been many Ukrainian drone hits.. yet none talks about triggering Article 5 AGAINST Ukraine.. so I doubt very much they're going to push for it, this is just noise

[Toomas Pelberg @ToomasPelberg]

@NelkMarge @PeeterKo Kuidas sa sellise järelduseni jõudsid? Jutt käis ju intensiivsemast põletamisest, ehk suurema leegiga. Kui läbipõlemisest taastumiseks kulub see täiendav 8h siis peaks ju vaba nädalavahetusega nagunii taastuma või mis?! :)

[Toomas Pelberg @ToomasPelberg]

@chooiseng @Big_Orrin So whilst we destroy demand by learning to make do with less, it doesn't exert enough upward pressure on product prices to manifest positive crack spreads, causing a doom loop until limit up.

[Toomas Pelberg @ToomasPelberg]

@chooiseng @Big_Orrin I think the worst math is equating summed production losses to equal demand destruction. Some of the demand is temporal. If I worked from home yesterday because gas was expensive, I'm not going to drive there twice tomorrow if the price drops.

[Toomas Pelberg @ToomasPelberg]

@Kacper_PK_CH And for comparison, pick AIGA and ISAG since 2021. Makes for interesting charts ;-)

[Toomas Pelberg @ToomasPelberg]

@splashy_i_am @Geo_papic My daltonic position in QQQS/LOIL says it's going to be a good day, please don't ruin it ;-)

[Matt Barrie @matt_barrie]

We are seeing at @loadshift rapidly rising fuel levies. This carrier is imposing a 29% fuel levy on all freight movements.
That's heavy haulage trucking freight costs up 29% which affects the pricing and availability of everything.

[Toomas Pelberg @ToomasPelberg]

@AllVentured @Patrick23709879 If you look at their existing hedges, upside remains capped around $75 until 2027. Unless they can increase production by a meaningful amount to have something to sell outside of their hedges.

[Toomas Pelberg @ToomasPelberg]

@SamaHoole If given the choice they chose this, have you considered the alternatives?

[Toomas Pelberg @ToomasPelberg]

@Stevenbradleyb @Peter_Atwater I suggest you look at history for the how. Take your Medicare program and drug prices for example... couldn't have turned out better for pharma, could it? :)

[Toomas Pelberg @ToomasPelberg]

@ArrakisGlobal Not even close as most of my orders haven't even been filled yet.. and I'm usually in way too early

[Toomas Pelberg @ToomasPelberg]

@Peter_Atwater Meanwhile..

[Toomas Pelberg @ToomasPelberg]

@deepvalueco For me, it just might be recency bias where I'm observing my commodity ETFs doing better than individual picks.

[Toomas Pelberg @ToomasPelberg]

@deepvalueco You're right, over a long enough time human ingenuity should win out. But if you also look at all the companies that have done worse during the same period, perhaps the base commodity is a better bet? I don't know, but do find out ;-)