Contrarian value investor Fmr Chairman of IronBridge, sold for C$142mm CIO, Bison Interests Author, Bison Insights See me on CNBC, etc Not advice. Caveat emptor
Houston, TX
Joined April 2009
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"Don't worry, we're on the pipeline stuff. It's going to happen. Well, something is going to happen."
- Mark Carney, Prime Minister of Canada
Socialism is inherently dysfunctional.
The reason socialism is evil is because it decreases the total number and quality of goods and services available to the people by hindering businesses, whose main reason for existing is to increase the amount of goods and services available.
On top of this, strangulation by regulation reduces the amount of job creation, which suppresses wages.
And govt printing inflates asset values, meaning asset rich get richer, and asset poor get poorer.
And it does all this under the guise of protecting the very people it's butchering.
That last part, the deception into self sabotage, is why socialism is not merely bad, it is evil.
The lower the Trump Administration tries to force oil prices, the higher oil prices will eventually go.
Republican Insider: Trump Won’t Step in Unless Oil Enters the $30s - @hartenergy
Josh Young retweeted
This shows that refining margins are high.
This usually means that refiners will buy more oil where available and increase their run rates where they are able to.
It is a good fundamental indicator of real time oil supply / demand balances, with certain caveats.
Josh Young retweeted
A few years ago, I wrote about the huge missed opportunity by $arx.to to buy Crew. seekingalpha.com/article/440…
Josh Young retweeted
For the #com folks, Marcellus core depletion is a major bull case for the Montney and what happened with Cabot is relevant in the $arx vs $tou debate. seekingalpha.com/article/437…
NYC - mic drop
Demand is booming, supply is challenged, and there are some great opportunities and thought provoking implications
If you're a generalist looking at US natural gas because of the AI demand growth theme, don't miss this:
bisoninsights.info/p/natural…
