XSTAR

Star collectors and curious learners

[EIA @EIAgov]

We expect global petroleum inventories will decrease by about 280,000 barrels per day in the second half of 2023, pushing oil prices higher in 2024.

The Brent crude oil spot price averages $95 per barrel next year in our forecast.

https://t.co/omAfuxyJUU

[XSTAR @xstarfm]

https://t.co/JZfzNupkYy

[FDIC @FDICgov]

To protect depositors, we entered into an agreement with JP Morgan Chase Bank to purchase and assume all deposits and assets of First Republic Bank. Read more ➡️ https://t.co/8KCKgJ2ZWR.

[XSTAR @xstarfm]

Forecasts have consistently underestimated weekly draws in crude oil inventories since the start of this year.
#oilandgas

[XSTAR @xstarfm]

An interesting question is whether we will have an oversupply situation after 2 years or the demand will keep rising.

[XSTAR @xstarfm]

Interesting report on chip shortage in critical industries like autos, healthcare/medical, and mobile/networks. This will not improve until the second half of 2022 when some early manufacturing facilities start to come online.
#semiconductor #chipshortages
https://t.co/piOWZckVH7

[XSTAR @xstarfm]

$VIPS should start buying back shares before it is too late!

[XSTAR @xstarfm]

An in-depth analysis on Vipshop, a Chinese online discount retailer #china #vipshop #vips

https://t.co/ZjU4lhrX5n

[Goehring & Rozencwajg @Go_Rozen]

[New Video] History can be seen through a lens of harnessing ever greater amounts of energy. What will the next chapter in the History of Energy hold? Leigh Goehring and Adam Rozencwajg share their thoughts.

View here: https://t.co/UObSY63lTW

#energy #assetmanagement #oil

[XSTAR @xstarfm]

After spending 3.5 years and raising more than $5 billion from the public to fund ibuying, Zillow finally winds it down. Analysts have warned about the risk for years. Management got rich from share sales and shareholders lost money.
https://t.co/GrmPEdCZuh
$Z

[XSTAR @xstarfm]

It is sad that $EDU has to let go so many teachers on the Teacher's Day (Sept 10). I hope these teachers will be able to refocus on other educational activities for young kids. $EDU will have to reinvent its business model.
https://t.co/ih8iNs21EE

[XSTAR @xstarfm]

Teaching kids about Einstein's 8th Wonder of the World: https://t.co/SCgSRv3Ry7

[XSTAR @xstarfm]

A well articulated article on government influence over big tech in China. $BABA #TENCENT. It used to be perceived as a favorable factor by investors and now has become an overwhelmingly negative one.
https://t.co/wiIUMdCkEv

[XSTAR @xstarfm]

A persuasive argument for Chinese equity.
https://t.co/8AnkDawXZB

[XSTAR @xstarfm]

Ratio of Magnolia's CEO to median employee comps was 1.5 to 1. By comparison, Chevron's was 184:1. 2021-Q2 FCF $134m (annualized FCF yield of 15%). Makes perfect sense that they keep buying back shares $MGY

[XSTAR @xstarfm]

Simple compounding can go a long way.
https://t.co/iFChf1FYew

[XSTAR @xstarfm]

Recent regulations in the Chinese education sector have set off a mass sell-off in Chinese stocks. In this blog post, we share our understanding of those regulations as well as broader implications on Chinese equity.
https://t.co/PscGz4JmXB
#china #education #regulation

[Turner Novak 🍌🧢 @TurnerNovak]

Good visual showing TikTok is clearly stealing time spent share from FB in the US

US is ~10% of FB time spent but ~50% of revenue

[Rich Greenfield, LightShed 🔦 @RichLightShed]

The MOST fascinating detail that illustrates David Zaslav's ability to "sell" this transaction - he convinced John Malone and the Newhouse family to give up their supervoting control of Discovery

Everyone in WarnerMedia Discovery is one share one vote

$DISCA $T @WarnerMedia

[XSTAR @xstarfm]

Our analysis: https://t.co/056AFR5RJa

[XSTAR @xstarfm]

Huge earnings beat by $MGY, the most underappreciated E&P company (EPS actual $0.38 vs. 0.27 estimate). CEO Stephen Chazen is chairman of $OXY.

[XSTAR @xstarfm]

Earnings https://t.co/MOAX24fFWm