🇺🇦The enjoyer of county owned easements

anon account. work in finance, specifically credit tech. mostly market thoughts with occasional sumo commentary. not financial advice. ¯\_(ツ)_/¯

[MeidasTouch @MeidasTouch]

The extent of Trump's destruction of Washington, D.C., is truly stunning. It's the ultimate metaphor.

The algae-infested Reflecting Pool. The destroyed grass from the UFC event. The bulldozed East Wing grounds. "86 47" etched into the lawn near the Reflecting Pool.

REUTERS/Aaron Schwartz

[🇺🇦The enjoyer of county owned easements @sumofan69]

This is 1 or 2 position for urnj depending on the day. Pre the etf has not moved.

[Junior Mining Network @JrMiningNetwork]

Energy Fuels Receives Conditional U.S. Government Support to Accelerate Growth in Rare Earths and Critical Materials $EFR.TO https://t.co/76wpsz3xvU

[🇺🇦The enjoyer of county owned easements @sumofan69]

I’m buying oil equities. Some are trading below their value prior to Iran war, and now below analyst targets from q1 before the war even took place (ie shel below 82). It makes zero sense, and I’ll take the contrarian bet.

[🇺🇦The enjoyer of county owned easements @sumofan69]

Weird day where all markets, PMs, oil and vix are all up. You don’t want to read too much into this, but it indicates to me markets are optimistic about a rate decrease from Warsh.

[Lunwi @lunwi75]

Remember when Musk challenged the World Food Program to explain how he could solve world hunger with just $6 billion, they did, and he just completely ignored them?

[🇺🇦The enjoyer of county owned easements @sumofan69]

Haven’t seen a discount to spot like this in what…1-2 years? YCA even worse at -15%, these are buying windows.

[I believe in U @skysurfer75]

#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy

-9.78% discount to NAV
No pounds purchased
No trusts issued = no $ raised
$120.8m in cash!

[🇺🇦The enjoyer of county owned easements @sumofan69]

Fitch is usually good about commodity marking, but below 80 in Spetember is very aggressive.

[FinancialJuice @financialjuice]

Fitch: Expect Brent to stay at $100-110/barrel in June-July during Hormuz closure, before falling to about $70/barrel by September.

[🇺🇦The enjoyer of county owned easements @sumofan69]

URNJ the laggard of uranium etfs, just turn green already

[🇺🇦The enjoyer of county owned easements @sumofan69]

I wonder if some announcement will happen during the white house event

[CEO Watcher @CEOStockWatcher]

3 execs (including the CEO) are buying TKO Group Holdings $TKO

[Warren Gunnels @GunnelsWarren]

Can't stop thinking about Elon Musk, the wealthiest man alive worth $828 billion, spending $290 million to elect Trump, becoming $563 billion richer since Trump was elected and ending humanitarian aid that will lead to the deaths of 4.5 million of the poorest kids on the planet.

[🇺🇦The enjoyer of county owned easements @sumofan69]

Good time to buy more $rig: weird and incorrect reaction to esrnings, and now anything oil and gas getting dragged today. I like it as a low here.

[🇺🇦The enjoyer of county owned easements @sumofan69]

@mattyglesias Your DC is showing

[🇺🇦The enjoyer of county owned easements @sumofan69]

@RogerJStoneJr Worlds corniest dude

[🇺🇦The enjoyer of county owned easements @sumofan69]

@mattyglesias This is way the fuck off-he has a specific hatred for particular groups.

[🇺🇦The enjoyer of county owned easements @sumofan69]

Uranium etfs have always started sluggish in the morning these last two weeks or so but seem to always want to turn green.

[🇺🇦The enjoyer of county owned easements @sumofan69]

MLPA always gets ceilinged around the mid 50s. A bit annoying, this crisis should enable it to push to the high 50s.

[🇺🇦The enjoyer of county owned easements @sumofan69]

It’s gone up alot in a year year but compared to a year ago it is less burdened by debt, greater market domination through mergers, higher oil prices, increased scarcity of drill ships, on and on. I still really like it, and expect market to reward it at some point soon.

[🇺🇦The enjoyer of county owned easements @sumofan69]

RIG should be doing better in this tape, may have to wait until phase 2 of the cycle overall infrastructure and shipping blockage hits. Capex increases as a result of higher barrel prices for longer, increased nearshoring of oil infrastructure/drilling, etc…

[🇺🇦The enjoyer of county owned easements @sumofan69]

@ryangrim Your redlines make zero sense

[🇺🇦The enjoyer of county owned easements @sumofan69]

Nq down 2-3%, oil up 3-5% tomorrow. Trump did it again, he made a fool of himself while tanking the markets and disgracing the country all at the same time.