Sam

[Sam @SamFoster1992]

@investinguab Fully agree

[Common Sense Investing @investinguab]

As an investor, I started to go big into Oil in January. Started accumulating positions during tariff day before going all in January 2026. I have never bought Oil stocks prior to April 2025 for context. I was not bullish on Oil in 2022.

Respectfully, I see too many “investors” on here selling. An investment is ideally a 1+ year hold for tax purposes. Over trading is the reason 90% of people lose money.

The investment thesis for Oil is stronger today than it was in January, it is stronger today than it was in March. US buffers are dissipating, Russian Oil production is plummeting (wait is 2022 actually now reality?), and the parties who agreed to a deal are already not getting along one day into it.

I think we entered a 2-3 year bull cycle on energy in January 2026, and I will either plant a flag on this hill or I will end up dying on it.

[Sam @SamFoster1992]

@FocusedCompound Once the dust settles higher for longer makes sense due to increased demand which means sustainable cash flow for companies for probably years to come. All countries need to rebuild their inventorys US has claimed they are going to increase theirs. That's if peace goes to plan.

[Jonathan Pie @JonathanPieNews]

This translates to: "I feel very comfortable about this invasion of my privacy because of the current political climate."

The definition of 'hate speech' can change from one government to the next.

[Ben Graham @BenGrahamUK]

If Britain starts restricting VPNs, we'll be joining an exclusive club that includes China, Russia and Iran.

How did the country that gave the world the magna carta end up aligning our internet controls with authoritarian states?

[Sam @SamFoster1992]

@jackprandelli Counter argument, Us gas is ready and abundant and orders from shipping companies are at an all time high for new tankers. Maybe a difficult transition for this winter in Europe but comparable to 2022.

[Elon Musk @elonmusk]

Exactly

[Jonathan Pie @JonathanPieNews]

The last sentence is the real meat and potatoes of this.

What's being promoted as a 'social media ban for children', is really an ID check for every adult.

[Grifty @TheGriftReport]

Media apps have responded to Keir Starmers social media ban:

YouTube:

“YouTube is a vital resource for young people, educators and parents. Blanket bans push kids out of such curated, supervised, beneficial experiences and towards anonymous, less safe services.”

Meta: (Instagram, Facebook)

“As we’ve seen in Australia, bans risk isolating teens from online communities and information, and driving them to unregulated alternatives that lack built-in protections and parental controls.”

Snapchat:

“Because the majority of time spent on Snapchat is in private messaging between friends and family, an outright ban that disconnects teens from those relationships doesn’t make them safer – it may simply push them to less safe platforms.”

Elon Musk: (X)

“This censorship law is a wolf in sheep’s clothing. The real goal is to enable the UK government to track everyone.”

He also said today that the UK is a police state.

[Mike Gardner @mikegardner_wb]

America is building rockets that can go to Mars and is taking AI to new levels.

Meanwhile, in Britain, our Government is banning underfloor heating and wants to regulate our use of towel rails.

I despair for our future under these student socialist imbeciles.

[Bull Theory @BullTheoryio]

BREAKING: The UK is drafting a law to scan every photo, video and message on every phone in the country.

Tech CEOs who refuse to implement this could face up to 5 years in prison.

The proposal would force companies to build device level scanners that inspect content before encryption.

That means:

• Every image scanned
• Every message inspected
• Every video analyzed

All directly on your phone.

Governments and companies pushing these safety” systems already have a terrible track record protecting user data.

Last month, Europe’s new age verification app, promoted as a way to "keep children safe," was hacked in under 2 minutes.

In another case, over 70,000 IDs and selfies linked to online verification systems were exposed in a major breach.

Now the UK wants even deeper access directly inside your device.

Once governments force surveillance tools into every phone, they can expand what gets monitored at any time.

[Fox News @FoxNews]

BREAKING: U.S. forces disabled an oil tanker in the Gulf of Oman overnight after it allegedly violated the naval blockade against Iran.

CENTCOM says the Guinea-Bissau flagged tanker M/T Jalveer was attempting to transport Iranian oil through the Gulf of Oman when U.S. aircraft fired two Hellfire missiles into the ship’s engine room after the crew repeatedly failed to comply with instructions.

The action follows similar operations against two other tankers earlier this week as the U.S. ramps up enforcement of the blockade.

[Jeffrey Currie 🆔++ @CommodMkt]

Thanks @AlanEyre1. From Washington to Beijing, the response has been the same: reassure markets with words and hundreds of millions of barrels from strategic reserves. The gamble is that governments can bridge the gap until supply returns and prices fall.

The problem is that a falling oil price is not evidence of rebalancing. It is evidence that we are consuming the buffer and mistaking it for abundance.

There is a difference between a market clearing and a market solving. What we are witnessing is destocking: the drawdown of finite inventories accumulated over decades. You can only do that once.

The article notes that “inventories and government reserves run low”, but that understates the issue. Strategic reserves buy time, not supply. When tank bottoms arrive (likely later this summer), there is no price signal that conjures a new barrel into existence.

The “stream finds its way around the log” metaphor is seductive but flawed. It assumes the total volume of water is unchanged and that we don’t mind being thirsty. The Strait’s closure has not simply redirected supply; it has removed supply while the world burns through stored reserves to cover the gap.

When Jimmy Carter asked Americans to turn down the thermostat, he was punished for acknowledging physical constraints. His successors learned to promise abundance instead. That lesson is being applied again today, and the consequences will be proportionally larger for the delay.

You cannot print molecules. And you cannot destock your way to energy security.

[Sam @SamFoster1992]

@BitPaine Fair point, however it is every single commodity analyst that's saying it. Not a single one that I've seen argues about the difference between the paper and the physical. All they disagree on is the extent of the spr releases especially china which no one appears to know anything

[Ben Mac @benfromsuffolk]

There are currently 1.2 cars per average UK household - a trend that’s only gone up since 1980

You can already see it when you drive through any housing estate that doesn’t have sufficient driveway space

It doesn’t encourage people to own less cars - it just creates more cluttered and narrow roads + paths as everyone fights over the available space

Stop mandating everything from the top-down, let the developers build what people actually need + want

[Sonny @thehonestletter]

The easiest way to guarantee real wealth in the UK is the most boring one: £100 a month into a low-cost S&P 500 tracker, started as early as possible.

The maths is simple. £100 a month, 30 years, at the S&P's long-run average return of around 10% a year, ends up at roughly £226,000.

Of that, you contributed £36,000. The other £190,000 was generated by compound interest, doing its thing in the background while you got on with your life.

Starting ten years late costs you more than ten years of contributions. You lose every pound those contributions would have earned compounding for the next 30 years.

The cheapest mistake most people make in their twenties is waiting until their thirties to start.

Open a Stocks and Shares ISA, set up a £100 monthly direct debit into a global or S&P 500 tracker, and forget it exists. Future you doesn't need anything more clever than that.

[Jack Prandelli @jackprandelli]

The UK is the only Atlantic basin producer actively shrinking its own oil and gas sector by choice.

Norway: investing.
US: record exports.
Brazil and Guyana: production booming.

UK: licence ban + Energy Profits Levy + Jackdaw and Rosebank in limbo.

Same basin.
Opposite policy.
Capital, jobs, and tax revenue follow the rules.

They're leaving....

[Sonny @thehonestletter]

Buy a train ticket from London to Manchester three weeks in advance. Costs you more than a return flight to Spain.

Get to Euston, the board flips to delayed. Then cancelled. Then 'we're sorry to announce this service has been altered.'

Stand on the platform with a few hundred other people while a bloke on a microphone reads out a list of stations that no longer exist on your journey. Half the platform is sat on the floor.

The replacement bus turns up 90 minutes later. You arrive at midnight. The compensation form online is 18 questions long and ends with 'this delay was partially weather related, no compensation due.'

The trains keep getting more expensive every year. The reliability never quite keeps up. Nobody in charge seems particularly bothered.

[Sam @SamFoster1992]

@Ed_Miliband Half wit

[Emma Trimble @Emma_A_Webb]

I don’t smoke. Never have. I have no skin in the game. But this really is draconian. It should not be within the power of the government to interfere with the personal choices of citizens like this.