mt

Ex BB equity research & buyside. Nothing I post should be taken as financial advice.

[mt @macrotrader888]

@josephwang He takes very audible, congested-sounding, nasal breaths before every sentence. Extremely distracting. Hope he keeps his nose clean going forward.

[mt @macrotrader888]

@johnarnold Pretty good self awareness for a trader.

[mt @macrotrader888]

@Polymarket The only thing ”forcing” labor in developing countries is the economic inequality that exists between those countries and developed countries, and the capitalists in developed countries that take advantage of such labor to increase their profit margins.

[mt @macrotrader888]

@thehill Does he have health issues?

[mt @macrotrader888]

The US markets are now uninvestable for all but a very few, or in very rare circumstances.

$SPY $QQQ

[mt @macrotrader888]

What motivates this guy to do this day in, day out, for decades?

$SPY $QQQ

https://t.co/wixO5oxkGd

[Jim Cramer @jimcramer]

When margin goes down big like now, you have to BUY what was blown out

[mt @macrotrader888]

@APompliano This isn't cinema. It's market manipulation.

[mt @macrotrader888]

@PeterSchiff Inflation was steadily going down until the tariffs and Iran War.

[mt @macrotrader888]

@SkyNews Wasn't this 5 years ago?

[mt @macrotrader888]

@axios It's not edgy or cool. It just conveys insecurity, anger, and immaturity.

[mt @macrotrader888]

@HormuzLetter Heavy hitters usually don't telegraph though?

[mt @macrotrader888]

@DarioCpx The Suez is next.

[mt @macrotrader888]

@zerohedge The Suez is next.

[mt @macrotrader888]

@unusual_whales It's called a dream after all.

[mt @macrotrader888]

@business Pipelines that take years to build but can be destroyed in minutes?

[mt @macrotrader888]

Forget politics for a second. This is one of the ugliest things I have read on X.

https://t.co/Gw9SZNNap6

[Sheri @45Sheri]

@TrumpDailyPosts @IlhanMN coming from the inbred, incestuous low IQ of worst fraud found in our country with you and your soomulis and tampon Timmy complicit. Our POTUS is 100x the American you could ever hope to be. Go back to your shithole now before you are deported with a USA boot up your ass

[mt @macrotrader888]

@LowTsoyboys @mmm_btus @ericjackson 1. in mar 2025, VG Sabel mentioned the 0.5 boost in a Tx energy conference. no official pr.

personally, I'm worried about reverse split coinciding with post RSA new shares selling. could be brutal

[mt @macrotrader888]

@ericjackson what is going on these days?

https://t.co/jn1wiKITkm

[mt @macrotrader888]

@mmm_btus @ericjackson Just my 2c: With creditors owning both 65% of equity and the preferreds, the preferreds are more like a backstop for them to ensure mgmt performs. w/ clear operational progress, I can see creditors more incentivized to extend the deadline if nec rather than force conversion. $NFE

[mt @macrotrader888]

@mmm_btus Mgmt projects (conservatively by their words) $400m+/yr ebitda FY27-29. TTF, JKM >>HH prices = potential huge arb opp selling spot. 1.5 MTPA now, 1 MTPA more in gas capacity Jan '27. Mgmt: Target leverage 2-3x ebitda. Could pay off preferreds w/ FCF + new debt
$NFE
@ericjackson

[mt @macrotrader888]

@LowTsoyboys @mmm_btus @ericjackson you're right - Phase 2. so I wonder why NFE guided Jan '27 for the 1 MTPA from VG Plaq in its Mar '26 presentation.