Gringo Investments @GringoInvesting Twitter profile | Pikagi

Pikagi

Gringo Investments

@GringoInvesting

2,872

Followers

462

Following

910

Media

9,120

Statuses

Ex Silicon Valley, ex SoCal. Currently LatAm. I use technical analysis to help time my value investing. Primary focus is commodities right now.

South America

https://t.co/jWmhtZHmlA

Joined August 2020

Don't wanna be here? Send us removal request.

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

Valuations are stretched, inflation is high, billionaires are selling stock & the Fed is poised to raise rates. As energy investors, should we be worried? Currently fighting a cold but have a break from dad-duty so will do my best to explain why my answer is “Not yet” 👇👇👇

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@mati_marroni

@NorthernJam

@bokeplokalmalam

@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

I've been thinking I'd like to learn more about Cricket.

@mufaddal_vohra

Mufaddal Vohra

@mufaddal_vohra

1 year

One of the most outrageous shots by Shubman Gill. Even Rohit Sharma was in awe of it!

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Gringo Investments

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2 years

@Anon1Oil @JavierBlas Would be great to get the names of the officials in this photo so we could troll them here on Twitter.

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@GringoInvesting

Gringo Investments

@GringoInvesting

9 months

It's funny how Doomberg went from Energy crisis and Europe freezing in 2022 to an LNG glut and cheap oil in 2024.

@menlobear

Adam Taggart

9 months

Despite the current efforts & hopes to de-carbonize our energy systems, the world remains heavily dependent on oil And, surprising to many, we now find ourselves in an era of oil abundance What does that mean for the future? Watch @DoombergT explain:

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

THIS is what the top of a commodity cycle looks like: $BTU making the paper as a "burning buy" with a 31 PE. A sub-2 PE with a few fintwit fanboi's is not how the cycle ends.

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@GringoInvesting

Gringo Investments

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7 months

@BichonRedux

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@GringoInvesting

Gringo Investments

@GringoInvesting

5 months

@rohindhar Is that a $600k pickleball court?

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

@ecpvieira I zoomed out and... I dunno... I'm not really feeling it.

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@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

@Mark_Wylie001 @JunkScience @IPCC_CH That’s a good question, but the truth is there is no climate science field. People that publish climate research come from multiple backgrounds. Clauser has all the qualifications to discuss climate research. Further, using "publishing peer-reviewed climate research" as a bar

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@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

Checking in on $NG and $NG E&P's like $AR $SWN $RRC $EQT - some commentary - probably more than you want to read - followed by charts. Fundamentally, rigs and completions have come down considerably with big cuts beginning in May and accelerating from there to today where they

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

I just updated my list of LNG Export terminal plans. Do these look right? Right now North American LNG export capacity on track to go up 65% in the next 3.5 years.

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@GringoInvesting

Gringo Investments

@GringoInvesting

7 months

@rohindhar Staging with Eames chairs when the home hasn't been updated sine the 70's? Brilliant!

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

I previously thought that a recession could pose a big risk to energy stocks. After reading assessments similar to below & revisiting how mid-cap producers fared during 2000-2002 I no longer think a recession HAS to hurt energy stocks that are excluded from indexing.

@OpenSquareCap

OpenSquareCapital

2 years

The Energy Shortage is About to Get Bad . . . Shamone. Russia's production fall, incoming. @HFI_Research and @OpenSquareCap #oil #OOTT #EFT #COM #Commodities

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

@mredmond88 @PauloMacro Wow, you survived the private sector for an entire 7 months! Tough guy!

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

If Uranium is risk-on, and if risk-on is back, then is Uranium back? $KAP has one of the cleaner U charts and had a $2 divvy (28% annualized) in Q1.

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

2021 Coal demand hit record high and poised for growth in 2022. 💪💪💪 $BTU

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IEA 2021 coal report - 2021 demand hits all time high, 2022 growth

The International Energy Agency ("IEA"), a Paris-based group whos "work is centered around clean energy transition and helping governments in their efforts to meet net-zero...

seekingalpha.com

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

Spot / front-month $NG is spiking and it's obviously not going to stay here. $NG stocks like $AR, $SWN, $EQT, $RRC are obviously going to fall when spot $NG falls, right? Right? Well, let's take a look. 🧵 #EFT #OOTT

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@GringoInvesting

Gringo Investments

@GringoInvesting

8 months

@hkuppy This is probably because - after initial reaction - people figured out reduced shallow investment by SA (which has zero impact on $RIG) will increase deepwater investment in Africa (which benefits $RIG).

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

@Josh_Young_1 Why are they pivoting so hard to climate right now? Have they just given up on everything else?

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

Russia didn't sabotage the Nordstreams 🤦‍♂️. Zero benefit since they can control gas at the source & use gas as carrot in negotiation. Now that carrot is gone. Who did it? Ask yourself who benefits from this and you'll have your answer.

@JavierBlas

Javier Blas

2 years

COLUMN: Sure, three Nord Stream pipeline leaks in a day could be a coincidence (right, right?). But most likely it means Russia is opening a new front in its energy war against Europe: attacking the infrastructure it once used to ship its gas | @opinion

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@GringoInvesting

Gringo Investments

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1 year

@LHSummers @HeisenbergMacro @wealth Why shouldn't we tax university endowments like the corporations they are and be done with it?

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

Remarkable review of Oil supply/demand fundamentals. Shubham uses publicly available data to take you step by step through the oil bull thesis. Highly recommend (it's worth the time)

@WhiteTundraSG

Shubham Garg

2 years

Today's session on O&G Macro Outlook and update on US shale has been uploaded to YouTube! Appreciate all who joined and for the great questions, and have an awesome rest of the weekend. Cheers! 🥂🛢💰

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@GringoInvesting

Gringo Investments

@GringoInvesting

5 months

$RIG Selling off on clear insolvency, Permian perma-growth, and the slow realization that offshore assets, like coal, have zero terminal value. Guys, it's not too late to pivot and buy $FSLR and $TSLA. Just sayin.

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

@contrarian8888 Wow so Corcovado was renewed at $399k (was previously $198k) & Orion was idle and contracted at $415k! This might take the ATM completely off the table.

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

$BTU a coiled spring going into investor day tomorrow.

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

Behind all the politics, maybe the truth is just that OPEC is tapped out 🤷‍♂️ #OPEC $WTI

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

$BTU Short interest back at levels of the covid crash and their Jan '21 BK scare.

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@GringoInvesting

Gringo Investments

@GringoInvesting

9 months

Art's Haynesville decline chart is pretty shocking. Anyone have data on this and, if so, is it consistent with Art's chart?

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@aeberman12

Art Berman

9 months

Shale gas plays are beginning to look like a graveyard. Expectations for future U.S. shale gas production may be too high and reserves may be overstated. LINK 👇 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas

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@GringoInvesting

Gringo Investments

@GringoInvesting

9 months

To me this is an illustration of how narrative follows price. Nothing more, nothing less.

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

This spaces was great. A must listen for Oil investors. Thanks Mike! @CornerstoneOil

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

$2 $NG is scary, but historically an elevated storage trough is the time to buy. I shared a version of this chart on SA back in April 2020. It's just as true today. Macro is scary and could affect stock prices but won't have much impact on NG demand.

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@GringoInvesting

Gringo Investments

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2 years

Great article on Chinese coal usage. $BTU

@anasalhajji

Anas Alhajji

2 years

wow #Coal_Quality_Matters the fact is.. it hs always been that way #Coal #China Analysis: Quantity over quality - China faces power supply risk despite coal output surge

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Gringo Investments

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7 months

"Energy is the hardest part" - Sam Altman on scaling compute Good thing we have windmills and batteries 🤪

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@tsarnick

Tsarathustra

7 months

Sam Altman: compute is going to be the currency of the future, maybe the most precious commodity in the world

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@GringoInvesting

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2 years

$PANR - Maybe I'm a moron but when I compare to expectations I put together in the spring, today seems like good news. I think this is what happens when you get a ton of randos expecting 10X overnight. My hopes for 23 are PANR tweets & tweeters ↘️ & price ↗️

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

@ianmSC I think the correlation is high between people saying "masks work" and "renewable energy is the future".

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

Here's another visualization of how bonds, stocks, and commodities fit into the business cycle: (Originally from Pring but in my case courtesy of KCI Research: )

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

Holy @#$%

@disclosetv

Disclose.tv

2 years

NOW - Saudi Energy energy minister refuses to answer questions from #Reuters at OPEC+ press conference.

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@GringoInvesting

1 year

▶️ Permian Productivity per foot down for two years in a row ◀️ Sure, they can start drilling 15k foot laterals, but that reduces inventory locations. From what I've read the EUR on the last 5k feet goes down as well.

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@OpenSquareCap

OpenSquareCapital

1 year

Goldman on Permian: Increasingly tapped out. Consolidation, producer discipline, and drag of legacy wells = US production less elastic to increasing prices. OPEC+ leverage increases. #oil

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@GringoInvesting

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11 months

@nexta_tv Next he'll be forcing citizens to declare the existence of any foreign bank accounts or foreign financial assets. He might even tax these citizens on income they earn while living abroad. True tyranny!

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@GringoInvesting

Gringo Investments

@GringoInvesting

7 months

@marketplunger1 Well, first you have 6 Dune books to read before you venture into any of the recommendations. Once that's done I would recommend CS Lewis' space trilogy Then start reading Asimov. I might start with some of his robot books before diving into the Foundation series.

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

I'm here today to tell you why EIA's LNG export estimate released in February is out of date and will have to be dramatically revised upwards (along with $NG strip pricing) #LNG #EFT #OOTT #NATGAS 👇🧵

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@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

@dankyachyachota @historyinmemes He did in fact do what they told him.

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

$RIG Thought it would take until December to finish the pullback, but it got to the target quickly. Was that it this morning or is there one more zag on the way? I was buying but have some powder left if there's more to go. #Charlatans

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

Any 100+ tweet thread on Coal, let alone $BTU, deserves a retweet.

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@GringoInvesting

Gringo Investments

@GringoInvesting

8 months

$NG, Coal, $WTI thoughts... Unfortunately quite busy lately and don't have time to roll up & share any in depth analysis but want to drop some thoughts here... Though now that there's some clarity from FERC I'll share updated LNG estimates as soon as I get the time to roll those

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@GringoInvesting

Gringo Investments

@GringoInvesting

5 months

$RIG & $VAL are clearly not the same.

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@GringoInvesting

6 months

Glad I listened to all the Twitter Coal Experts™ this morning when I sold all my $BTU on the bad earnings pre-release. ✌️

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

Really interesting podcast that went into some obscure elements of EU energy. 2 Key points: 🔘EU will be in short supply until at least 1H '25 🔘 2nd coal will be MUCH cheaper than gas during that time. ⏩elevated coal prices til at least '25? $BTU

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Winter is Coming Episode 4 | Mark Lewis, Head of Climate Research, Andurand Capital

This week, we welcome Mark Lewis back into the SmarterMarkets™ studio. Host David Greely sits down with Mark to discuss the energy crisis in Europe and what it

podcasts.apple.com

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

@James56487175 $BTU is about a year behind $AR in terms of balance sheet moves, so if history rhymes for $BTU then the next 12 months could be 🔥🔥🔥

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@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

I'm going to print this out and pin it to my wall.

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@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

I woke up, saw that all the commodities on my screen were green while all the bonds and equities were down and thought of this tweet from Paulo. [Still trying to get my head around why this was the case btw - forced deleveraging from bond holders?]

@PauloMacro

Paulo Macro

1 year

Buddy: “Wait until long-end sells off into a recession.” Me: “Wait until commodities rally during a recession.” We are in the Alice in Wonderland market where you need to believe in 6 impossible things before breakfast.

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

Big if true. $PANR

@aeberman12

Art Berman

3 years

"The most important driver of the oil market going forward will be the lack of non-OPEC+ supply. The oil energy crisis is here. Investors must be prepared." --Goehring & Rozencwajg

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@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

@KobeissiLetter Are they selling or did the value of their treasury holdings just go down? ie. Your chart looks a lot like $TLT

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

@gnoble79 @crossbordercap @contrarian8888 and it’s not even close.

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

@twebs Pouring a little out for $BTU OG's Nick Radical & Miami Value. They Yolo'd $BTU sub $3, then left twitter around $10.

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@GringoInvesting

Gringo Investments

@GringoInvesting

9 months

it’s taking every ounce of discipline and self-control right now not to say something that would jinx the shit out of this. I have the perfect GIF too. I’m just not gonna do it.

@DonPilgreen

MLUTIGER

9 months

#NatGas January 15-21

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

@NarenMenon1 @JavierBlas It's pretty hard to find out info on him. Appears he was born /raised in Israel. Joined idf. Then immediately went to DC afterwards? Can't find out where he went to college or what his DC connections are.

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@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

If this doesn't make you wanna join me on the NG/Coal train, I don't know what will. 🚂🚃🚃🚃

@chamath

Chamath Palihapitiya

1 year

Look at the explosive growth and falling costs of batteries, solar and wind in the chart below…the numbers are really impressive. This is why I think we will have a near zero marginal cost of energy by 2030. The incremental cost of generating power will approach ~$0.005/kWh in

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@GringoInvesting

Gringo Investments

@GringoInvesting

11 months

Impossible because Zeihan said this was the best foreign policy team in the White House for at least 40 years. #Grifter

@JavierBlas

Javier Blas

11 months

OP-ED: Joe Biden is confronting foreign crises nearly everywhere and his administration is, intellectually and materially, ill-prepared. @HalBrands | @Opinion

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@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

Permian rigs and frac activity keep dropping even as oil rallied the last 5 months. Makes me wonder how healthy our last growing oil shale basin is 🤔

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@ZmansEnrgyBrain

Z4 Energy Research

@ZmansEnrgyBrain

1 year

PERMIAN RIGS DOWN 3 TO 309, NEW 2023 LOW. #PERMIAN #OOTT

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

BTW - hilarious that this paper literally nailed the top in RAIL. Would share a BTU chart but it BK'd after this 😂

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2 years

@DavidBurch22 @SantiagoAuFund Due diligence for her next round of option trades.

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Gringo Investments

@GringoInvesting

2 years

Lots of talk about excess savings keeping the economy afloat, so when does excess savings run out? At current trend, mid '23 Assumes chart is correct. Various charts around, stole this one from @OpenSquareCap - not sure if it's the best/latest so will look for others.

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@GringoInvesting

Gringo Investments

@GringoInvesting

6 months

Christ is Risen! Blessed Easter to everyone!

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@GringoInvesting

2 years

I feel like I'm on a hot streak at the craps table... and they shut down the casino. $AR $BTU #MarketHoliday

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@GringoInvesting

Gringo Investments

@GringoInvesting

6 months

I had speculated in private that oil production could be dropping off based off of three data points: - NG from permian was below capacity - NGL stocks depleting (Permian biggest NGL producer) - Big bump in Permian completions Was guessing the latter might be in reaction to

@WhiteTundraSG

Shubham Garg

6 months

🇺🇲 oil production showing signs of distress to begin 2024, as well productivity continues degrading and rig + frac counts flatlined at lower levels! Bakken/Eagleford DUC drawdown + GoM start-ups + Permian PrivateCo ramps kept barrels growing in 2023, yet no longer the case. 🛢💰

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

Lots of twitter accounts talking like a market top & recession are in the bag so I went back to the trusty recession indicators I shared a few months ago to see which way the tea leaves were floating ... short 🧵

@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

Here’s what all these look like when rolled into a table. If you throw out the Volcker double-dip-recession of 1981, the SOONEST a tightening cycle has led to a market top is 10 months. Assuming the Fed hikes in March, adding 10 months puts us into Jan ‘23.

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

@nrgsupercycle @David37655174 @JamieNimmo63 @muddywatersre @contrarian8888 Then @contrarian8888 is a really shitty pump and dumper because his ideas 10X after he shares them for free and he still doesn’t sell. this fact goes a long way towards explaining the vitriol towards him from guys that run money. (ie guys that charge for investment ideas.)

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@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

LNG Update I've been getting granular on LNG and Permian takeaway additions 👇 Happy to share but also have requests 🙏 #1 : Any feedback on the below? #2 Any visibility into Permian pipeline additions for 2025 and later?

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

Propane demand at ATH’s with inventories at ATL’s. $AR

@pineconemacro

𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

3 years

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2 years

Which way $BTU?

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3 years

Amazing the Energy sector was over 5% of S&P back in 1998 when the sector was completely left for dead. That's higher than it is today, with $100 oil and $6 gas 🤷‍♂️

@HorizonKinetics

HorizonKinetics

@HorizonKinetics

3 years

Observation #27 In the first months of 2022, the Energy sector weighting in the S&P500 jumped from <3% to 4%. In 1980, at the height of the Iranian crisis, after advancing 83% during the year, it was 28%. Even relative to the modest levels of the 1990s, the current weight is low:

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@GringoInvesting

Gringo Investments

@GringoInvesting

8 months

As an $NG bull, forecasts like this make me want to sign everything over to my wife and roam the planet with a samurai sword... ..except I know my wife would sell it all and buy tech stocks. Homey don't play that so I guess I'll hang around here a while longer...

@DonPilgreen

MLUTIGER

8 months

#NatGas February 10-16

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Gringo Investments

@GringoInvesting

3 years

@ecpvieira or maybe they just don't really correlate with each other 🤷‍♂️

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

Here's the 🔑 we need to answer on oil now: How much russian oil is really off the market? If it's >1m then we could go straight to $200+ If it's not really off the market then this is just geopolitical risk priced in & JCPOA & SPR releases could put a 🧊 on price for a bit

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

@Josh_Young_1 @disclosetv @JavierGoya7 Nice so the Saudis are pro-US censorship. Did we know this already?

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

🤔

@McClellanOsc

Tom McClellan

2 years

The "commercial" traders of silver futures (reported in the weekly COT Report) are nearly always net short, to varying degrees. The latest reading from Friday's COT Report shows one of the lowest net short positions ever. This is bullish for silver prices.

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@GringoInvesting

Gringo Investments

@GringoInvesting

11 months

25% of market cap available for $BTU buybacks.

@CaptainRoyen

Marcus Neyor✈️👨🏿‍✈️🇱🇷💹🛢️🌊⚽

11 months

$BTU “At September 30, 2023, $733.6 million remained available under its share repurchase program. From October 1, 2023 through October 27, 2023, the Company repurchased an additional 1.1 million shares for $27.3 million.” $24.82 avg buyback in Oct.

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@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

$BTU Twitter - can you all help validate these #'s as a mental exercise for me and some of my friends? Are these close? *I'm ignoring buybacks to keep the math simple. 144m Shares outstanding $760m - Cash for Surety escrow $936m - total restricted including surety -

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

Here’s what all these look like when rolled into a table. If you throw out the Volcker double-dip-recession of 1981, the SOONEST a tightening cycle has led to a market top is 10 months. Assuming the Fed hikes in March, adding 10 months puts us into Jan ‘23.

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@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

After seeing the crazy Taylor Swift concert ticket prices I decided to listen to a few tracks on Spotify to understand what the fuss was about. She sounds completely unoriginal, unremarkable, and boring - like almost every female pop artist right now. Am I missing something?

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@GringoInvesting

Gringo Investments

@GringoInvesting

11 months

Traveling on an international trip tonight with a redeye, a 5-hour layover, and 3 kids <=5yo. 😭 My prediction? 👇

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

But you can also see that visually… We usually see the following cycle: Bonds top → Stocks top → commodities top Bonds have probably topped. Stocks haven't. This means that - unless this time is different than every other cycle - energy is in the clear for 2022.

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@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

@BobEUnlimited Per my understanding this is a bit of a misleading stat. Demand at the pump is fine. The demand in this chart is between wholesalers and retailers and has more to do with summer/winter blend switchover and retailers delaying purchases as refining margins were expected to fall.

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

@aggresivevalue >50% FCF to buybacks & divvies

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

This 👇 is $AR & $PDN for me right now.

@trader_ferg

Ferg

3 years

Thou shall not Trim a multibagger Rebalance a multibagger Trade around a multibagger You don’t “trim” asymmetry

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

Antero just announced earnings and a twitter search for $AR still yields way more crypto results than for the company that just reported an additional $1B to buybacks.

@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

Is it still early days for Antero? Well, a twitter search for $AR yields more results for an obscure crypto alt-coin than for the 2nd largest NGL producer And the breakout in NG yesterday couldn't make the front page of SeekingAlpha Still early innings for $NATGAS $EQT $NG

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@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

These $BTU candle wicks 👀 not bearish. Post-earnings every move below $21.50 is getting bought.

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@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

Oh Canada #COM guys! In his latest @Energy_Tidbits Dan said Montney producers will not ramp up production by a full 1.8bcf for LNG Canada. Instead a full 1bcf/d could be diverted from export to the US to export via LNG Canada. What do you think?

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@GringoInvesting

Gringo Investments

@GringoInvesting

5 months

@PauloMacro In general it's better to be very careful talking about your trades. I remember hearing that if you talk about doing something you are less likely to do it, because the talking gives you the endorphins that would otherwise only come from making progress towards that thing.

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@GringoInvesting

Gringo Investments

@GringoInvesting

9 months

2022 had the SPR sales. 2023 had Iran dumping floating storage. What do they have in store for 2024? $WTI

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

$PANR is also my biggest oil position. 💪💪💪 #EFT #OOTT

@contrarian8888

contrarian 8888

@contrarian8888

3 years

This could be a 0 too. However I’m willing to take the risk given my extremely positive outlook for oil given the extreme underinvestment and where i think oil prices will have to get to. Finally $PANR massive u/p vs $OXY esp given drill results has convinced me to MACSIZE IT now

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@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

Meanwhile...

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@GringoInvesting

Gringo Investments

@GringoInvesting

2 years

Today strikes me as an opportunity in oil. Sentiment is death but the commodity and many stocks are well above December lows and experiencing normal corrections. I'm giving NG & Coal a little more time, however.

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

That's why I've been digging into historical business cycles & indicators. The most popular "leading indicators” or “predictors” of recessions that I’ve seen are: Yield curve inversions Housing Starts (Homes sold is also good) Unemployment claims Leading Indicator index

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

I've gone down the rathole of LNG export projects & there are 39 bcf/d planned or under serious consideration. That's 43% of current production! We could leave '22 with more online, under construction, or financed than EIA's most bullish case. 👇👇👇

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@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

@HFI_Research Basically what everyone expected, just ~9 months later than we originally anticipated.

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@GringoInvesting

Gringo Investments

@GringoInvesting

8 months

@rohindhar Does it include a bullet proof vest?

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@GringoInvesting

Gringo Investments

@GringoInvesting

1 year

@NewsLambert @jimcramer The guy was just doing consumers a solid. Shrinking his margins 🤜🤛 for the people. Uh huh.

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@GringoInvesting

Gringo Investments

@GringoInvesting

3 years

I've recently seen AAII sentiment data pointed to as an indication that everyone is bearish. I've had mixed luck with AAII as an indicator historically so I took a look at some of data series I normally use for sentiment. 1/x

@Callum_Thomas

Callum Thomas

3 years

1. Market Mood @topdowncharts $SPX $SPY

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