Liam Grue

[Liam Grue @liamgrue]

@NoLimitGains Why do you ALWAYS crop out the x-axis on your posts

[Liam Grue @liamgrue]

@KobeissiLetter @TKL_Adam you have to stop posting updates from Axios. They are a tabloid rag and are constantly contradicted by far more trustworthy sources like Reuters, AP, etc.

You’re making a fool of yourself by reposting them

[Liam Grue @liamgrue]

@peoples_vox @Mr_Derivatives This is literally the opposite of true

[Liam Grue @liamgrue]

@Mr_Derivatives High near-term prices for $USO aren’t going to translate into long-term profit margins for $XLE. Their margin gains will be short/medium-term only and will normalize in time. This doesn’t explain the full divergence though…

[Liam Grue @liamgrue]

@KobeissiLetter Being duped twice and staying at the negotiating table is a sign of major weakness. Are we approaching capitulation?

[Liam Grue @liamgrue]

🧵 6/6
People hate middlemen. The most tried-and-true way to make money is to find a middleman that everybody hates, and eat his lunch by going direct to the consumer. Countless billion-dollar companies exist because they did this one thing. The problem is that in 2026, there are very few middlemen left to eat, but a big one is telecoms. These bloated monopolies exist to do one thing: to charge a premium for internet access via their mess of decades-old cables and antennas that blight every city on the planet. Consumers would sever this reliance in a second. It’s a shame you can’t invest in Starlink.. right? Sure, Starlink is “cool” or whatever but the price point is awful, its speed/reliability is at best comparable to traditional wifi, and the market for a wifi alternative is limited to small towns, doomsday preppers, and "tiny home" enthusiasts. By contrast, a satellite-based alternative to cell towers would be leaps better than what 90% of the world has access to, and the market for such a product would be… the entire planet (developed and developing alike). AST Spacemobile is going to do for cellular what Starlink is trying to do for wifi, but they’re going to do it better, cheaper, and globally. $ASTS

[Liam Grue @liamgrue]

6 Thoughts and Predictions for 2026
The value of your hard-earned money is being diluted faster today than at any point in living memory. The official inflation figures from the government of ~2.7% in the US and ~2.4% in Canada are heavily manipulated and should not be believed. Money in your chequing account is actively losing 1% of its value, or more, on a monthly basis. I would not hold any significant amount of my savings in cash, bonds, GICs, etc. for any reason.
🧵 1/6

[Liam Grue @liamgrue]

🧵 5/6
OPEC’s stranglehold on the world’s oil market is effectively over. The US now has a virtually unlimited supply of oil to buy/export/steal from Venezuela, all of which will need to be refined somewhere — most likely in the gulf coast. It’s going to be a very good decade for the refiners who, by virtue of where they are located, will enjoy this windfall. $MPC $PSX $VLO