Cory Paddock

[Cory Paddock @cdpaddock]

@ethanrkho You need a Canadian tuxedo.

[Price Action Nerd @priceactionnerd]

+1 to that @cdpaddock

[Cory Paddock @cdpaddock]

@0xgaut Most easy, sometimes hard, once in a while, go see god.

[Cory Paddock @cdpaddock]

Everybody wants to be a rich trader, but don’t nobody wanna carry no heavy ass risk.

[Cory Paddock @cdpaddock]

After this, all of Smil.

[Cory Paddock @cdpaddock]

This is probably the best book to understand energy.

[Ethan Kho @ethanrkho]

The best energy traders don't just grind for consistent monthly returns.

Cory Paddock (@cdpaddock), founder of GBE (power trading firm), on why elite P&L is lumpy by design:

"5 to 10 trades make up the majority of your year."
"The rest you're just trying to learn, stay up, milk the market, pick up dollars here and there."

"You accumulate P&L — but more importantly, accumulate future learning you can apply to a big setup."

"Have the capital behind you to throw at that setup."

"You can't set a monthly target. It's very chunky and volatile."

"We've always just thought about: trade well. Results come."

"Leaner years sometimes just mean there weren't opportunities — not that you traded poorly."

[Cory Paddock @cdpaddock]

@MacaesBruno America, f$%* yeah

[Cory Paddock @cdpaddock]

@Rory_Johnston 5. Curtail exports?

[Cory Paddock @cdpaddock]

@max_gagliardi Meta board though

[Cory Paddock @cdpaddock]

@MacaesBruno Wen @MacaesBruno Mourinho essay

[Cory Paddock @cdpaddock]

@MacaesBruno https://t.co/9aHWdaFQkm

[Disclose.tv @disclosetv]

NOW - U.S. Energy Secretary: "Let's just engage with reality. Oil, gas, and coal are what run the world. Full stop. We can't make a wind turbine or a solar panel or a nuclear power plant without massive amounts of oil, gas, and coal. That's how the world works."

[Cory Paddock @cdpaddock]

@MacaesBruno Montenay formation split between northern Alberta and BC has roughly the same amount of gas as Yamal. Wouldn't be surprised if Keystone XL turns into a gas pipeline.

[Cory Paddock @cdpaddock]

@MacaesBruno Venezuela heavy can now compete with oil sands, keeping Canadian prices suppressed (the historical norm). Keystone then transitions to a gas project.

[Cory Paddock @cdpaddock]

@MacaesBruno About 70% of the world's internet traffic passes through the PJM interconnection. Blue is Virginia, pink is Ohio, orange is Pennsylvania.

[Cory Paddock @cdpaddock]

@MacaesBruno A future book in the third point. Western decline anxiety, and the justification of means as last gasp to maintain relative hierarchy.

[Cory Paddock @cdpaddock]

@patrick_oshag @basepowerco Rob West, Thunder Said Energy is my nominee for the Vaclav torch

[Cory Paddock @cdpaddock]

We sure Meta has a board member with enough context to oversee this?

[Shanu Mathew @ShanuMathew93]

Meta is venturing into electricity trading, betting it can accelerate the construction of new US power plants that are vital to its AI ambitions... "Meta says the ability to trade power will give it more flexibility to secure and manage energy and capacity deals. 'For example, Meta could commit to long-term purchases from power plants that aren’t yet constructed, which in turn will enable these new power plants to complete the necessary long-lead time steps to be built', the company said in an email."

[Cory Paddock @cdpaddock]

Important and timely. The first half a summary of @MacaesBruno tweets, columns and talks from the past two years. The second, an illuminating analysis of the present moment, the liminal void in order, the hollowing of western asabiyya, indeterminant of what comes next.

[Bruno Maçães @MacaesBruno]

My manifesto for a new kind of world order: ordering, not order
(link below)

[Cory Paddock @cdpaddock]

@MacaesBruno Willful ignorance of boarding by zone and blocking the luggage carousel two other favourites.