hanewt

#EFT / Energy Finance / Husband, Father & Vet

[Kacper Piotr Kaminski @Kacper_PK_CH]

We're not in backward land.

Stocks are up, rates are up, and home equity is up because money supply increased by more than +60% in 8 years.

[OptimusDelta @OptimusDelta]

Wrote up the new sector over the weekend (full article, free, in the first comment)

MXenes block electromagnetic energy better than anything measured, three to five times better than copper, and they absorb it instead of reflecting it, so nothing bounces back to whoever was looking.

Everyone is racing to solve how you make them.

My working read is that the constraint was never synthesis, it's the patent sitting underneath it, and that question gets answered in the next couple of months.

Three listed names in the piece

TYO:6981
$MTM.AX $MTM
$ECT.AX $ECT $ECTHF
Murata (TYO:6981),

I'm backing the smallest one 🫦

[Meb Faber @MebFaber]

.@RobinWigg on the dark matter of finance:

"Repo in the US is like a $12 trillion market that nobody really knows about and understands."

"Even monetary economists I know who spend their life on this say that anybody spends too much time looking at short term overnight interest rates goes a little bit mad eventually."

"You can't always see it. Most people ignore it, but it actually explains the motion of celestial bodies to a huge degree."

Listen: https://t.co/Ui5tjyavjZ

Watch: https://t.co/UYbWkNwPTZ

[Danny Moses @dmoses34]

On this week's "Friday Night Dirty" @Seawolfcap @VD718 & myself discuss the recent actions/words that Bessent is using to try & instill confidence in our Treasury markets. Preview of the #FED & more.

The Donkeys Are Counting Cards & Taking On “The House” https://t.co/0DCD2Z4E07

[hanewt @hanewt002]

You slept on my couch in Austin at 27 years old . @CaptainCons #usma #friendship

[Cons @CaptainCons]

What is the acceptable cutoff age for sleeping on someone’s couch when visiting?

25?

[Cons @CaptainCons]

What is the acceptable cutoff age for sleeping on someone’s couch when visiting?

25?

[JH @CRUDEOIL231]

Goldman on oil

Friendly reminder before the pitchforks come out, this is from GS oil desk, not my personal take.

Please don't be mad at me guys.... Dropping the spicy charts in the thread below.

#oott #iran

[hanewt @hanewt002]

@HighEndShitcoin @_Sgr_A_Star $cfg , good regional bank

[Arrakis Global @ArrakisGlobal]

A few guidelines for how I like to trade, this is very personal and by no means how others should but it’s kept me out of trouble over the years of managing money, this can apply to professionals and retailer investors ! 🌅💵

Its my 10 commandments of 📖 staying in the game

[hanewt @hanewt002]

@HydroCarbon777 Would be amazing !

[Jeffrey Currie 🆔++ @CommodMkt]

Wake up, folks. Commodities are telling you something, and yesterday the Treasury confirmed it.

Scarcity in the physical world. Repression in the financial one.

Scarcity pushes prices up. Repression holds yields down. The gap between them is the debasement.

Commodities are the only asset class that wins on both sides.

The structural case for commodities has been turbo charged. Underinvestment, deglobalization and electrification all pushing markets like diesel cracks and copper to new highs.

Meanwhile the chokepoints are increasing, from Hormuz to the Red Sea, the Rhine, the Panama Canal, the Black Sea grain corridor and Russian refining capacity. It is becoming increasingly apparent that not a single one of those is reachable by anything in Washington's toolkit whether it be caused by war or weather.

The illusion of abundance is likely behind us. I said as much on CNBC this Monday, and I got long gold, silver and agriculture last week.

Ten points for you to consider. (1/11)

[hanewt @hanewt002]

Great summary

[M🅰️N🅰️N🅰️ @c_MANANA_]

The market sold the quarter. Nine days later, the court rewrote the war. $SOC

[hanewt @hanewt002]

@blondesnmoney Great trade ! Congrats and thank you for the content!

[Dan Pickering @pickeringenergy]

My most recent energy commentary (June 30th) - A discussion of oil's downside momentum, our take on why $75/bbl feels more appropriate and the voting machine vs. weighing machine on energy stocks. Your feedback always welcome #EFT #OOTT

https://t.co/WjqoEHcOIW

[hanewt @hanewt002]

Agreed and well said. Wish IR disclosures like this were more common. $fang

[The Crude Chronicles 🛢 @crudechronicle]

$FANG is the first oil & gas company I've seen in a long time explicitly compare its return on capital to its cost of capital.

Simple concept, but one that's surprisingly rare in the sector.

Bravo @KVanthof

[The Crude Chronicles 🛢 @crudechronicle]

$FANG is the first oil & gas company I've seen in a long time explicitly compare its return on capital to its cost of capital.

Simple concept, but one that's surprisingly rare in the sector.

Bravo @KVanthof

[hanewt @hanewt002]

@gnoble79 Really good summary of fin pods. Thanks!

[George Noble @gnoble79]

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[Jeffrey Currie 🆔++ @CommodMkt]

Thanks again to @MarioNawfal for having me on his X show yesterday to discuss, amongst other things, the economic impact of the Iran War potentially going hot again, the latest on the Hormuz crisis and what it all means for oil and commodities in the near future.

A great discussion that you can listen to in full below.

[George Noble @gnoble79]

Lawrence McDonald: How To Listen When Markets Speak https://t.co/5GtNRTSIde via @YouTube