MailboxMoney @mailboxmoney6 Twitter profile

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MailboxMoney

@mailboxmoney6

1 year

Fact check: True

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MailboxMoney

@mailboxmoney6

3 years

I heard all this bullshit back in '99. "You don't get it." "This is the future." "It's a new paradigm." Want to guess what happened to those people? They got destroyed. I'm not talking down 30%, down 50%. I'm talking sell your house and start over in life.

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MailboxMoney

@mailboxmoney6

1 year

@AstonMartinF1 @lance_stroll What a meaningless “statistic” given the changes in points systems over the years. Are we really supposed to believe he achieved something greater than Villenueve?

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MailboxMoney

@mailboxmoney6

2 years

Eight dollar natural gas. Stop for a sec and think about how mind blowing that is.

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MailboxMoney

@mailboxmoney6

3 years

$fb shareholder base is beginning the painful transition from growth investors to value investors

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MailboxMoney

@mailboxmoney6

2 years

$CVX announces $75bn buyback (21% of market cap)

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MailboxMoney

@mailboxmoney6

4 years

On what planet is $tsla worth half as much as $goog No position in Tesla. Just observing the total absurdity of a subscale car manufacturer closing in on the valuation of one of the most dominant money printing machines in the history of capitalism

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MailboxMoney

@mailboxmoney6

3 years

Guys I am on board It’s a store of value There’s a finite quantity Gov’ts can’t print it Poor people need it Environmentalists criticize it, but it’s rapidly getting cleaner There is a wave of institutional investors getting more comfortable with it WTI

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MailboxMoney

@mailboxmoney6

3 years

A mistake I saw over and over again in 2000/01 was someone who owned tech shitcos would say “I can’t sell now I’m already down X percent”, and they proceeded to get destroyed in a way that would have seemed impossible a couple years before

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MailboxMoney

@mailboxmoney6

3 years

Let me tell you the type of stuff I saw in 2000-01-02 in retail in San Francisco. Shit you would not believe. People going from $2mm liquid assets to $100k were a DIME A DOZEN. We are going to to it all over again. People will lose everything. There will be suicides.

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MailboxMoney

@mailboxmoney6

3 years

Somebody told me there were 14 suicides in Midland the week oil went negative. Think about whether or not that happens in an industry capable of price gouging.

Bernie Sanders

@SenSanders

3 years

Big oil companies are engaged in massive profiteering and price gouging. We need a windfall profits tax. March 2008 Gas: $3.23 per gallon Oil: $104.54 per barrel March 2014 Gas: $3.51 Oil: $102.28 Last week: Gas: $4.10 Oil: $111.42 Today: Gas: $4.32 Oil: $95.17

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MailboxMoney

@mailboxmoney6

1 year

I saw this @tesla robotaxi in San Francisco yesterday. Huge progress with Full Self Driving. Congratulations to @elonmusk and the Tesla team!! $TSLA

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MailboxMoney

@mailboxmoney6

4 years

$mtdr went from 300 Robin Hood shareholders on 3/1 to 18,000 on 5/1 $sm went from 500 to 22,000 $oas went from 2,800 to 56,000 $wll went from 4,500 to 43,000 It's pretty astonishing to actually have data on what the dumb money is doing

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MailboxMoney

@mailboxmoney6

3 years

The true sign of the top in $tsla is that @TESLAcharts hardly tweets any more.

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MailboxMoney

@mailboxmoney6

2 years

The pace of deleveraging at $xom is off the chain

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MailboxMoney

@mailboxmoney6

3 years

Market says $tsla worth more than $v and $ma combined. Two of the best businesses ever created. This makes zero sense. None whatsoever.

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MailboxMoney

@mailboxmoney6

3 years

At every bar or house party in SF in 1999/2000 there were always people who would not STFU about SUNW, JDSU, CSCO, etc. It was insufferable. Sound familiar? By 2003 the losses were so staggering, so revolting, that people could not even talk about tech stocks. It's coming.

MailboxMoney

@mailboxmoney6

3 years

I heard all this bullshit back in '99. "You don't get it." "This is the future." "It's a new paradigm." Want to guess what happened to those people? They got destroyed. I'm not talking down 30%, down 50%. I'm talking sell your house and start over in life.

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MailboxMoney

@mailboxmoney6

8 months

$OXY I still don't get it. Of all the oil & gas stocks he could own, why this one? I can think of others that have a greater durable competitive advantage

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MailboxMoney

@mailboxmoney6

4 years

Equinor $eqnr did the equivalent of a truth commission about their foray into U.S. unconventionals. Pretty amazing that they did this.

Publication of report from the review into Equinor’s US business - equinor.com

In June, the Board of Directors in Equinor ASA initiated a review of the company’s US investments, with a particular focus on the onshore business. The review team has now presented their report to...

www.equinor.com

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MailboxMoney

@mailboxmoney6

2 years

From a MS note re: Tesla FSD vs. Mobileye Supervision "On a test drive from Barcelona to Germany, an OEM benchmarking ADAS products noted that the rate of interventions for the Supervision-equipped car was one-tenth that of Tesla's FSD-equipped car in their tests" LOL

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MailboxMoney

@mailboxmoney6

2 years

What spacing assumption is this?

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MailboxMoney

@mailboxmoney6

3 years

Looks like $rivn's first earnings call is going well

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MailboxMoney

@mailboxmoney6

1 year

This is an abomination

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MailboxMoney

@mailboxmoney6

1 year

@JensonButton @McLarenF1 They had Kovalainen on there but not you? That ain’t right!

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MailboxMoney

@mailboxmoney6

1 year

🚨🚨 ***Texas Pacific Land Corporation Announces Board Refreshment*** 🚨🚨 Barry and Norris to retire. Going to nominate Rob Roosa and another person with energy experience. Huge win for shareholders. $TPL

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MailboxMoney

@mailboxmoney6

3 years

I am thankful for the good folks of #EFT . The last 1.5 years were easily the hardest of my life. So many of you made it easier by making me laugh, sharing your knowledge and tolerating my rants. I hope you’re all having a great Thanksgiving. 🙏

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MailboxMoney

@mailboxmoney6

4 years

Today reminds me of a particular day in early 2000. The market darlings got destroyed e.g. $orcl went from $81 to $64 intraday. They rallied it most of the way back, but the mask had been lifted. That was the moment everyone realized they weren't alone thinking they'd sell 1st

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MailboxMoney

@mailboxmoney6

2 years

Lord, give me the strength to sit on my ass and not trade for the next couple of weeks

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MailboxMoney

@mailboxmoney6

1 year

She was elated. Now the whole family will ride around town in the color she chose. The look on her face was priceless. Daddy/daughter connection for the win. It's such a high to make her happy.

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MailboxMoney

@mailboxmoney6

2 years

Energy stocks are an oasis of stability

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MailboxMoney

@mailboxmoney6

2 years

I know they're watching over us

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MailboxMoney

@mailboxmoney6

3 years

Please look at this as an opportunity to educate the public about oil & gas. Most people have no idea of the thousands of daily touch points, the mind boggling logistics of D&C, the hundreds of thousands of employees trying to do honest work and raise families. #EFT

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MailboxMoney

@mailboxmoney6

7 months

I just got destroyed. Had a mgmt team meeting this morning. They remembered I wore the same outfit when I saw them last month.

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MailboxMoney

@mailboxmoney6

10 months

How do you look at this map and NOT put these companies together?

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MailboxMoney

@mailboxmoney6

10 months

@AdamSinger It’s time to plug and abandon Star Wars anyway

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MailboxMoney

@mailboxmoney6

3 years

$cop buying Shell's Permian position for 3.7x EBITDA reminds me of APC buying $fcx's GOM for <2x EBITDA last cycle Basically, forced sellers

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MailboxMoney

@mailboxmoney6

1 year

The horror

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MailboxMoney

@mailboxmoney6

4 years

Yesterday I spoke with a guy at an energy bank who used to cover me. They have initiated on new energy stocks like $bldp $plug $be $enph $sedg and even $fcx Said revenue from new names exceeded their oil & gas coverage. Clients want nothing to do with O&G, even after the rally

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MailboxMoney

@mailboxmoney6

10 months

I was +372% for the year. Not my finest work, but definitely shows the power of having a strong grindset day in day out. Time for the next chapter. 🙏

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MailboxMoney

@mailboxmoney6

3 years

This is hard to believe. Last 5 days: Jan 22 WTI -17% $dvn +1.4% $eog -0.5% $fang +1.0%

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MailboxMoney

@mailboxmoney6

2 years

Just remember: we are structurally underinvested. This is an extended cycle. If the market is up because inflation is receding, the economy is benefitting. If the economy is benefitting, energy demand is rising. If demand is rising, prices will respond, which is...inflationary

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MailboxMoney

@mailboxmoney6

3 years

I have to say it sure looks like this is confirmation of $btc's value as a tool for illicit activity

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MailboxMoney

@mailboxmoney6

1 year

People talk about too many CEOs per boe in the Permian. We need to talk about too many CEOs per royalty boe in the mineral pubco space. Honestly what are you spending $4.50/boe on?

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MailboxMoney

@mailboxmoney6

3 years

🚨 **Strategic Expansion Into Permian Basin** 🚨 2016 called. They want their press release back. $clr

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MailboxMoney

@mailboxmoney6

6 months

He’s right. I have lost track of how many women propositioned me after finding out about my vintage stereo systems. Candidly it’s a burden.

Ed Latimore

@EdLatimore

6 months

Something a lot of men don't like to admit: All of your hobbies and ambitions are to attract women. Nature doesn't care how much personal fulfillment you get from them. Those things are cool, but they're a coincidental positive externality to the prime objective: To keep the

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MailboxMoney

@mailboxmoney6

3 years

What is it with these guys and their vanity plates? “No CO2E” is not even factually correct $tsla

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MailboxMoney

@mailboxmoney6

5 years

$oas shareholder count at robin hood. Just in time for the knockout blow. The level of brain dead speculation on these low priced energy stocks is incredible.

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MailboxMoney

@mailboxmoney6

4 years

Anybody know how that guy is doing who was going to retire and live off a margin loan against his $tsla stock?

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MailboxMoney

@mailboxmoney6

2 years

You're not having a mid-life crisis until you've lost interest in WW2 and cars, and all you want to do is pick blueberries alone in perfect beautiful silence

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MailboxMoney

@mailboxmoney6

3 years

Blast from the past: $cvx paid a $333.6 million lease bonus for a 5,131 acre offshore block ($65k/acre) near Santa Barbara in May 1981

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MailboxMoney

@mailboxmoney6

3 years

@SduCds @TechEmails You see a great negotiator. The world sees a pathological liar.

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MailboxMoney

@mailboxmoney6

3 years

Imagine knowing: ✅ Wells decline over time ✅ There was a historical collapse in upstream capex ✅ The cost/portability/density attributes of oil ✅ Per capita oil consumption in India & China is a fraction of the U.S. and Europe and then allocating money to this strategy

Lou Pai, CEO, Enron Energy Services (parody)

@EnergyPeddler

3 years

James Jampel, Harvard alum, former management consultant, now running oil & gas hedge fund with structural short positions in oil and gas, says recent rally in oil stocks is biggest dead-cat bounce in history 🥴

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MailboxMoney

@mailboxmoney6

2 years

With $SIVB down 47% I think I'm going to call up IR and demand some fucking answers about their ESG commitments

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MailboxMoney

@mailboxmoney6

1 year

@NextWaveEFT Drilling down 1.5 miles then turning a corner and drilling sideways 3 miles to hit a target the size of a basketball. Cray

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MailboxMoney

@mailboxmoney6

4 years

$cvx saying they are unlikely to pursue solar, wind or power per Simmons. At least somebody remembers the concept of core competencies.

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MailboxMoney

@mailboxmoney6

10 months

@SkyWhee92 Very principled of them. What are their products made from?

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MailboxMoney

@mailboxmoney6

3 years

I live in one of the most liberal towns in America. I don’t know any parents who agree with this.

Randi Weingarten 🇺🇸💪🏿👩‍🎓🟣🌴🥥

@rweingarten

3 years

In 2022, almost half of parents surveyed, 47%, agree with the statement: "the pandemic has not disrupted my child's education."

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MailboxMoney

@mailboxmoney6

1 year

Spent a few hours on $NEE $NEP for the first time in years My take. The market gave utility dullards an advantaged cost of capital and asked them to go forth. Boy they did some wild shit they had zero business doing. I bet there are < 10 peeps at NEE who have a grip on this

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MailboxMoney

@mailboxmoney6

3 years

What do we make of L48 oil production being stuck at ~11.1 mmbbl/d for the last few months even though completions have been rising? Bad data? Lag effects? #EFT

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MailboxMoney

@mailboxmoney6

4 years

And there it is: $60 WTI

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MailboxMoney

@mailboxmoney6

6 months

I guess now that Scott Sheffield can no longer collude we should expect gasoline prices to fall

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MailboxMoney

@mailboxmoney6

3 years

Yesterday's energy food fight was so dumb it's sad. Left: Ignores the strategic importance of an industry so vital that it played a decisive role in defeating the Nazis Right: Pretends E&Ps want to grow production but a fed leasing ban is what's holding them back

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MailboxMoney

@mailboxmoney6

1 year

I have developed a proprietary method for making money in energy through the cycle. Identify companies with: ☑️ Low cost position ☑️ Deep inventory ☑️ Aligned mgmt Then, buy enough FANG stocks to make up for the losses

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MailboxMoney

@mailboxmoney6

3 years

@FracSlap Will you smoke the pound if it hits $200?

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MailboxMoney

@mailboxmoney6

4 years

Can anyone tell me how $chk makes it through the ~$65mm term loan coupon payment on 6/23, the $134mm second lien interest payment on 7/1, or the $177mm bond maturity on 8/15? I question whether they even make the $3.4mm interest payment on Monday

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MailboxMoney

@mailboxmoney6

1 year

Hottest take yet: Hootie and the Blowfish laid down some jams in the 1990s. There. I fucking said it. Come at me.

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MailboxMoney

@mailboxmoney6

2 years

How do you think the market would react to large cap E&Ps deciding to improve FCF and save inventory by letting production decline by low single digits? #EFT

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MailboxMoney

@mailboxmoney6

2 years

$TPL shareholders reading the $CVX presentation when it says Permian growth will be back half weighted In NEW MEXICO!!

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MailboxMoney

@mailboxmoney6

3 years

@losingyourmoney The details are different. The contours are the same. This time is worse.

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MailboxMoney

@mailboxmoney6

4 years

Just want to make sure I understand this correctly: $nkla has a market cap of $7B They have $700M cash and that's it No revenue, no products, no technology, nothing to sell and now their chief promoter is gone Do I have that right?

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MailboxMoney

@mailboxmoney6

3 years

$clr 23% increase in capex for a 3% increase in production ex-Permian assets acquired late last year. Not nearly as dramatic as the 48% total capex increase would suggest Put away your "Frackers Runnin' Wild" headlines (for now)

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MailboxMoney

@mailboxmoney6

4 years

Just sold my unread copy of Ray Dalio's Principles on ebay for $6 and used the proceeds to cover 2% of the cost of an inflatable 2 person kayak so I can get out on the lake with my kids. I could not feel better about that trade.

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MailboxMoney

@mailboxmoney6

2 years

So the Fed is doubling the pace of balance sheet reductions in Sep SPR release stops in Oct Long energy short the S&P

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MailboxMoney

@mailboxmoney6

3 years

@chigrl Isn't is also hubris to think the earth's capacity to absorb pollution is infinite?

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MailboxMoney

@mailboxmoney6

1 year

Chargepoint Provides Certain Updates On How Fucked It Is -27% after hours $CHPT

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MailboxMoney

@mailboxmoney6

7 months

@realtorontodude @KennethRWebster @rc7547 Canadians need to stay in their lane on this one

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MailboxMoney

@mailboxmoney6

1 year

A few observations from London/Paris: 1. Food and dining out is way cheaper than in CA 2. Air Jordan 1s/Nike Dunks/Vans are ubiquitous 3. The Royal Family oversees an empire of cheap tourist tchotchkes that makes SF Fisherman’s Wharf look like amateur hour

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MailboxMoney

@mailboxmoney6

4 years

I think a good way to reconcile the two Americas would be to have an exchange program for high school students where if you are from the coast, you live with a family in the Midwest for a month (or a semester), and vice versa.

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MailboxMoney

@mailboxmoney6

3 years

It's happening $bsm

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MailboxMoney

@mailboxmoney6

3 years

🚨 🚨 $tpl director Donald Cook bought 10 shares 🚨 🚨 It’s hard to remember an insider purchase that showed that much conviction

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MailboxMoney

@mailboxmoney6

1 year

I kind of suck as a parent but today I am flying high. Daughter has been having a hard time. Feels like the world is against her. Things don't go her way, etc etc Was buying a minivan yesterday: She wanted the blue one from the local dealer.

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MailboxMoney

@mailboxmoney6

3 years

$pxd Sheffield at Barclays: (paraphrasing) the only company we would buy is private. It's next to our acreage in the MB. It's not for sale. Probably won't be available for a long time. Eventually they'll drill up their acreage and then nobody will want them. 😂😂 $EFT

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MailboxMoney

@mailboxmoney6

4 years

How mentally impaired do you have to be to hold $chk $chap $val $xog $crc into a weekend?

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MailboxMoney

@mailboxmoney6

3 years

$crk 25% capex increase for a 6% increase in production ex-A&D. Seeing a pattern here...

MailboxMoney

@mailboxmoney6

3 years

$clr 23% increase in capex for a 3% increase in production ex-Permian assets acquired late last year. Not nearly as dramatic as the 48% total capex increase would suggest Put away your "Frackers Runnin' Wild" headlines (for now)

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MailboxMoney

@mailboxmoney6

1 year

@Alfred_Lin You failed to do your jobs. Just admit it. Doing so is healthy.

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MailboxMoney

@mailboxmoney6

5 years

Coronavirus: running wild S&P futures: limit down Me at the dinner table: EAT YOUR CHICKEN NUGGETS

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MailboxMoney

@mailboxmoney6

3 years

Just amazing to watch some of these E&Ps squander the opportunity to pay down their debt after the near death experience in March 2020. #EFT

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MailboxMoney

@mailboxmoney6

5 years

Saudi is not playing 3D chess. They wanted to cut. That was option #1 . The idea that this was part of some premeditated plan is nonsense. MBS is a sociopath and he got heated when Putin wouldn't play ball so he acted on impulse w/o thinking about 2nd order effects

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MailboxMoney

@mailboxmoney6

2 years

Lord, give me the strength to feel nothing when I dump all of this in the trash can

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MailboxMoney

@mailboxmoney6

4 years

$tsla Has a parabolic chart like this ever NOT been a good short?

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MailboxMoney

@mailboxmoney6

5 years

A baggy question: Let's say oil realizations go negative. As a general rule, can mineral rights holders reject their share of production, or do they have to pay? How about ORRI owners? $bsm $dmlp $fnv $krp $mnrl $tpl $vnom #oott

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MailboxMoney

@mailboxmoney6

3 years

We just had a noticeable earthquake, which is unusual for this region. Biggest one ever here (AFAIK) was 6.6 in 1892. If I perish in a random geologic event after surviving a year of sheltering with young kids there will be a strongly worded e-mail to customer service.

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MailboxMoney

@mailboxmoney6

4 years

$tpl I have missed the last 950 points. Trying to figure out what I am missing. PDPs: 16.2 mboe/d, <40% oil cut, worth $40k/flowing at $60/2.85, or $650mm EV is $12.4bn So you're paying $11.7bn for the surface rights/land/PUDs but, G&A is $53mm and it's a 20% cash taxpayer

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MailboxMoney

@mailboxmoney6

5 years

I want to give a massive shout out to the management team at $lbrt for taking a 20% base salary reduction starting next month. That's leadership.

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MailboxMoney

@mailboxmoney6

2 years

I am working on a Sunday morning. Am I impoverished?

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MailboxMoney

@mailboxmoney6

3 years

The house is absolutely shaking right now with the sounds of a classic rock masterclass. I don’t care if the kids can’t hear their Paw Patrol. They need to know their was a time when men drove cars with firebirds on the hood.

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MailboxMoney

@mailboxmoney6

3 years

@BradMunchen @Keubiko Exactly what the world needed: options trading on an ETF with $26mm AUM

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MailboxMoney

@mailboxmoney6

2 years

Spent the night at a $90 hotel in Vegas after my connecting flight got cancelled. Frankly I am delighted to have not been killed for my phone and dumped in the desert

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MailboxMoney

@mailboxmoney6

7 months

$PR slaps. I like those guys.

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MailboxMoney

@mailboxmoney6