Seadweller

[Qasem Al-Ali @AlaliQasem]

The market is down 17% on hope.

Goldman. Citi. Exxon. Chevron. ADNOC. JPMorgan. IEA. @HFI_Research

All pointing the same direction.

Citi said it best:

‘When the sun explodes — there is calm for the 8 minutes it takes for the light to reach Earth’

We are still in those 8 minutes. ☀️

The light is coming. 🛢️💥

Not financial advice. DYOR.

[Yield Pig @TheYieldPig]

Avoid long shots. I’ve bought about 30 long shots in my life – I’ve never broken even on one. - Peter Lynch

[Philosophy Sage @philosophysage]

17 ways to be an amazing husband:

[Seadweller @Canonbrae]

@cliftonsellers Ai

[The Redheaded libertarian @TRHLofficial]

Incredible speech addressing The Woke Mind Virus in youth and how their performative displays of outrage mean nothing to those starving in the poor countries creating the most CO2. He also offers a solution that isn’t throwing soup on art. @elonmusk

[Seadweller @Canonbrae]

@INArteCarloDoss Please open DM, I work in the oil and gas a saturation diver

[Seadweller @Canonbrae]

@INArteCarloDoss @kittysquiddy Please open DM, love your posts!

[Shane Martin @Shane___Martin]

Ben Franklin was one of the most prolific figures of our lifetime.

Postmaster, ambassador, founding father. (Oh yea, he filed 1000+ patents, too.)

How’d he do it all?

Here’s a 2-min breakdown of his top rules for productivity.

👇

[Seadweller @Canonbrae]

Wonderful London theatres!

[Anas Alhajji @anasalhajji]

Thread on why I am bullish on oil in the long run:

1- In all outlooks, the largest decrease in global oil demand comes from the massively improved efficiency in ICE vehicles. That is massively exaggerated.

2- Do the numbers! The impact of #ElectricVehicles is exaggerated!

[Andrew D. Huberman, Ph.D. @hubermanlab]

A key measure of physical health, performance and mental strength is endurance. There are 4 types of endurance: muscular, anaerobic, aerobic, and steady state. I explain the science of each of these and specific protocols to enhance all 4 here: https://t.co/JrGT6k6WsK

[Josef Schachter @JosefSchachter]

Iran raised production by 42Kb/d as they found buyers for their discounted crude in China. Venezuela saw a rise of 45Kb/d to 531Kb/d.

[Mark Rossano @markfny]

What is the Fed's RRP (Reverse Repo Program)? The "Fed Open Market Trading Desk" sells a security (SOMO) with an agreement to repurchase it at a specified price & time in the future. It helps protect the Fed funds rate and absorbs near term liquidity. Why is this so important?

[Seadweller @Canonbrae]

@jasonwroulston ,7 ²

[Mark Rossano @markfny]

I think it is important to highlight some underlying issues in the global crude market.
1) the physical market has been weak for months and not the "weeks" being peddled by the narrative shift
2) the bigger issue now is the rising rates at the EM level and "new" demand headwinds

[JSC @JSCCapital]

0/ In a recent Talk w/ GS Druckenmiller discussed the current environment & said "this is the wildest cocktail I've ever seen in trying to figure out a roadmap. The recession we had was 5.0x the avg recession since WWII but it did it in 25% of the time.

[The Market Dog @TheMarketDog]

Are stocks expensive?

Shocking news: I am a bear

People came to challenge my "19th century view on market valuations"

I will try with this thread to challenge my bias

[The Saxo Market Call @saxomarketcall]

Exhibit A as we ponder whether the US equity market is at risk of a crash (on any shock) is the options trading volume - note incredible divergence in call volumes (dark blue) relative to put option volumes (lighter blue). 20-day SMA's to reduce the noisy daily moves.