ReT @CorgiSquirrel
"Fascism is the stage reached after communism has proved an illusion" F A Hayek Joined March 2014-
Tweets11K
-
Followers183
-
Following1K
-
Likes4K
It takes about six months from when the US drilling rig count falls to when oil production starts to go into decline. Coming soon
Permian waste water is an emerging and serious issue says Coterra CEO. "I will say it's generally a basin-wide phenomenon that sale or disposal in Delaware Basin and really the larger Permian Basin is an emerging and serious issue" Re injecting shallow zones, "that poor…
New report out to 3FR clients...Examining the evidence that the economy is on the verge of re-accelerating. -Retailer revenue increasing...more likely pointing to tariff pressures vs demand -Wealth effect: Largest 3mo change in HH equity NW. -BUT, labor market weakness building
🐻If you're an oil bear and believe the IEA and banks' large surplus story in Q4 and 2026, this is for you! "An investigation and reassessment of historical demand data sets for several countries has resulted in an upward revision to our demand figures going back to 2007.…
Narrative: "Oil Glut!" Reality: oil floating storage down sharply
Growth is fine:
$BIDU Baidu CEO: "In July, AI contributed to generating over 45% of our new code with our developers providing oversight and approval. This has significantly boosted our engineering productivity and meaningfully enhanced our internal R&D efficiency."
On Permian productivity "Rigs have grown more efficient at turning steel into wellbores, yes—but each additional foot of wellbore delivers less oil than before" ➡️ Longer laterals ➡️ But Lower production per foot ➡️ And Higher consumption of reserves
On Permian productivity "Rigs have grown more efficient at turning steel into wellbores, yes—but each additional foot of wellbore delivers less oil than before" ➡️ Longer laterals ➡️ But Lower production per foot ➡️ And Higher consumption of reserves https://t.co/fyBPuLAmxV
$CLMT The majority of money-losing biodiesel plants are situated in Iowa, where Grassley is calling the shots. Biodiesel plants have shut down. Biodiesel is not turning on unless it covers its variable cost. Puts Renewable Diesel close to $2 per gallon, yielding $400M EBITDA…
$CLMT The majority of money-losing biodiesel plants are situated in Iowa, where Grassley is calling the shots. Biodiesel plants have shut down. Biodiesel is not turning on unless it covers its variable cost. Puts Renewable Diesel close to $2 per gallon, yielding $400M EBITDA… https://t.co/UEuFm8PwfU
Goldman on why they are calling for low-$50s Brent.
This is the WOKE marking director behind the Cracker Barrel rebrand debacle. Listen to her talk for 30 seconds, and you'll understand how this happened!
@hkuppy The USGC 3:2:1 crack uptrend started in early Aug led more by RBOB rather than HO. Global mogas cracks were surging with unplanned 15 day Dangote RFCC announced around the same time. With US refineries also facing many unplanned shutdowns, ref utilization already almost max and…
Walmart & Target imports just collapsed 85% in ONE month. July: 10,800+ containers. August: under 1,900. Retail giants rushed to front-load shipments ahead of tariff threats.
The World’s most surreal & beautiful train rides. 1. The Alaska Railroad offers year-round rail transportation across nearly 500 miles of remote and wild landscapes in Alaska.
7.9% Yields on Dallas Munis Wow! 17-year, 2.25% coupon, Dallas General Obligation bonds, trading at a $65-handle. 116% the yield on the equivalent Treasury. 7.93% yield for those in the top tax bracket.
As rumored, $DRGY to acquire $VTLE by merger in deal with an EV of $3.1 B. 1.9:1 ratio for $VTLE, a 5% premium based on 30 day VWAP and a 15% premium based on 15 day VWAP. PR: crescentenergyco.com/wp-content/upl… Presentation: crescentenergyco.com/wp-content/upl…
$VIX is trading at a yearly low. Is it time to buy? Let’s Analyze Spot $VIX = 14.2 → very attractive. But you can’t buy spot $VIX, it’s not tradable. What can you actually buy? •$VIX Sep future: 17.2. Tradable, yes, but far above spot. Spot would need a big spike before…
Powell's Jackson Hole speech was unequivocally dovish, because he dismissed fears that tariff price hikes might turn into broader inflation. Last week's flash PMIs for August validate that view. Upward pressure on output prices (blue) continues to fade... robinjbrooks.substack.com/p/us-tariff-in…
@BobEUnlimited Here's my view on Fed policy Late to end QE Late to start hikes Biggest policy error was choosing runoff vs outright sales handing only real effective tool to a politically biased treasury who actively used that lever to maintain hot economy Overdid the SVB bailout Panicked in…
FredericaTyler @5xop4qS3w01Yp5
8 Followers 396 Following
Janet @Janetkaito
17 Followers 316 Following Building a world where everyone has the opportunity to live a life of joy, peace, and fulfillment.
Zauberwort @H921OUUto48gl
10 Followers 332 Following
PaulaBenedict @1BvzUSb9GX56yIc
2 Followers 316 Following
MargueritePriestley @qVCP23kqJ90II
0 Followers 134 Following
WandaService @545rkQcWoVNif2
2 Followers 76 Following
arjun⚡️murti @ArjunMMurti
60 Followers 792 Following energy macro/equities/policy - un-retired at Veriten publish@SuperSpiked, everyone on Earth deserves to be energy rich 4 pro capitalism, anti socialism
Real Rule @RuleRickRe
366 Followers 7K Following ONLY BACKUP.President and CEO, Rule Investment Media LLC Views expressed are my own. Investing in natural resources and conventional financial services
Wintertag @h9198TRzD2GI9Mw
5 Followers 325 Following
Barrack @Ojutuongar
3K Followers 4K Following ... This is My Beloved Son, in Whom I am well Pleased. Hear Him! Mat. 17:5. If You are waiting on God, Do what waiters Do, SERVE.
Herbstwind @DKeIU3346OXjK
3 Followers 321 Following
Jasmyn Howard @JasmynGresham
281 Followers 696 Following There's more to life than books you know but not much more📚
Uimotorv @Uimotorv75038
2 Followers 50 Following
LindsayWarren @04YmT6QSse90w2Z
2 Followers 300 Following
Daisy Barnes @WxWAaQm2Y3kqa
1 Followers 395 Following Over 30% monthly potential | 2 high-confidence US stock picks. Join free for real-time entries/exits and risk levels. @nahuel321rojas
BücherWelt @uo30Iglu8GfC13W
7 Followers 316 Following
Icriesalj @Icriesalj5761
24 Followers 1K Following
PhoenixFaraday @6MXv19r67dly3
11 Followers 419 Following
KinoUndPopcorn @8ec9hBO1BtE4I
8 Followers 299 Following
Kätzchenpfote @7oudNYoXiME78C
14 Followers 344 Following
shannon whitton @shannon_whit23
189 Followers 7K Following I don't squirt, | GUSH! see for yourself * lifetime snap $50 tip right here and put your username in the memo
Abauhou @Abauhou939101
60 Followers 3K Following
SmallCapAlpha🇺🇸 @Vierperx81218
27 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Qoocir @Qoocir57668
103 Followers 2K Following
Vergie Fisher @FisherVerg30839
87 Followers 4K Following
Bourbon Capital @B0urb0nCap
164 Followers 6K Following Growth Investments - Long Term | Insider News: @Bourb0nInsider Find below the link to my Patreon and all my sources
Christian Darnton @CMDarnzton
52 Followers 2K Following Investor | Early & Long Term: $AMD, $PLTR, $HIMS, $META, & Others. Website: https://t.co/OjiCmGGNHG
QuantSignals🇺🇸 @Umaufo7905757
39 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
SleepWellStocks🇺�... @Morserh7400
46 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Tina Schimmel @SchimmelTi37413
40 Followers 3K Following
Alieu suwareh @Alieusuwar21204
87 Followers 3K Following
Dividendology @dividendclogy
190 Followers 5K Following Join me on my journey as I find ways to achieve financial freedom by living off of dividend income! 194k subs on YouTube and growing!
YieldCurveEdge🇺�... @Caarjer581
42 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Eereca @Eereca218576
37 Followers 1K Following
Dixie Hodkiewicz @hodkiewicz16099
44 Followers 3K Following
Jason Burack @personaljasonEB
55 Followers 4K Following CEO of WallStforMainSt, LLC. Research Ninja. Financial Detective. Entrepreneur, Financial Historian, Austrian School Econ & OG Financial YouTuber. VT Hokie.
Bill Gross A.. @_real_bill_gros
388 Followers 1K Following Bill Gross is a renowned expert in the bond market and is at the forefront of thought leadership on the subject of fixed income investing. https://t.co/m9oEKfcwIS
Irgueaxa @Irgueaxa135183
25 Followers 1K Following
Anivar @Anivar299758
9 Followers 411 Following
BlueChipDeals🇺🇸 @Barsee516
41 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
TA_Master🇺🇸 @Sreelu3529433
30 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Nobody 21 @21_Nobody_21
30 Followers 234 Following
The Budget Lab @The_Budget_Lab
6K Followers 10 Following The Budget Lab at Yale is a non-partisan policy research center dedicated to providing in-depth analysis of federal proposals for the American economy.
Tips For Men - Fashio... @tipsformenx
628K Followers 24 Following Lifestyle | Inspiration | Outfit Ideas | Grooming
Haviv Rettig Gur @havivrettiggur
66K Followers 2K Following Israel, Middle East, politics. Ask Haviv Anything podcast (https://t.co/cMqKF00MsF), Mideast analyst @TheFP, @TimesofIsrael. @RachelGur.
Intelschizo @Schizointel
69K Followers 3K Following Former IS1, Firefighter, Conductor, work cited in Telegraph, The Warzone, Gcaptain, Task & Purpose, SIC Notícias, Visegrád 24, Texty UA, Kyiv Post, Newsweek
Sam Ro 📈 @SamRo
73K Followers 3K Following Award-winning writer of @TKerLLC, the newsletter about how the stock market usually goes up. 33k+ subs. Long-term optimist. Short-term cautious optimist.
AGRONOMME 🇷🇼 @Agronomme_
25K Followers 2K Following Field Technician/Agronomist by Profession || Communication Specialist || Founder and CEO at @EgeraUmuhinzi || E-mail: [email protected] || #EgeraUmuhinzi
The Long Investor @TheLongInvest
194K Followers 782 Following Airline Captain, B.A. in International Business & Economics, Law Diploma, Technical & Financial Analyst. Not Financial Advice. Patreon: thelonginvestor
Students For Liberty @sfliberty
104K Followers 4K Following We are building a global network of elite young leaders passionate about liberty. Join us in the SFL Local Coordinator Program 👇
E.J. Antoni, Ph.D. @RealEJAntoni
84K Followers 495 Following Economist for @VinceCoglianese, @Heritage, @Comm4Prosperity, @Richzeoli, and @RichValdes; VAMO Podcast https://t.co/hjrm5YY440 w/ @cmt_anthony
healthbot @thehealthb0t
664K Followers 509 Following Health, Nature, Supplements, Gardening, Self-Sufficiency. Email: [email protected] SOL Wallet: 6Ja8AMt2ZsgZD5gTwRMDKwCU4BRpaQqHQ3gEHVw8ym1F
SemiAnalysis @SemiAnalysis_
34K Followers 16 Following
Elica Le Bon الیک... @elicalebon
163K Followers 241 Following Daughter of Iran; attorney, speaker, author-to-be.
Vicky Richter🇩🇪... @VickyRichterUSA
57K Followers 782 Following A distinguished German SpecOps PsyOps Veteran transitioned into the realm of journalism, serving as an Independent Investigative Journalist
Amanda Goodall @thejobchick
26K Followers 66 Following Executive Advisor | The Corporate Revolution | Workforce intel for execs & funds | Yahoo Finance Contributor | TV Host | Mom of 9 | https://t.co/tENL3QtFTX
T. L. Rea @TLRea_
919 Followers 2K Following Christian. Husband. Father. Bible Nerd. Restore New Testament Christianity. ROM1616
Arcfunmi @Arcfunmi
124K Followers 2K Following Architecture, Engineering and Construction | Interior Design | Craftsmanship | Real Estate | Landscape | PM & FM https://t.co/qoXtZ4Qtny
Academic Agent @AcademicAgent_X
55K Followers 239 Following Just a scholar Buy me a flat white here: https://t.co/ITEN11a1ww https://t.co/Feu3frBdOQ https://t.co/nOv6lgQpKq
Just Another Pod Guy @TMTLongShort
20K Followers 7K Following Economic Blitzkrieg. Never said it was a good bet, just a complex bet. Long/Short Tech Investor. Will say retarded shit often. Deeply unserious person. 🫡
Juliette Declercq @JulietteJDI
24K Followers 1K Following Founder #JDIresearch. Global #MacroStrategy: « The important is not to be the first to know but the first to understand ». 25y passion for investment & strategy
ian.moone @ianmoone911
2K Followers 3K Following "Do justly, love mercy, And walk humbly with your God"
CEO Watcher @CEOStockWatcher
7K Followers 1 Following The best insider trading platform on the Internet. 30-day free trial (no credit card required) at https://t.co/R7jDZXtjNV
The Bible In Context @BibleInContext1
3K Followers 14 Following We exist to be an added resource of sound and clear Bible teaching that deepens your understanding of God’s Word and that equips you to discern truth from error
Miss Lizard @adelethelaptop
2K Followers 486 Following Jesus is Lord. Writer. Totally not a Fed. Co-host of @_Alternatively
Fiscal.ai (formerly F... @fiscal_ai
67K Followers 57 Following The future of investment research is here. Fundamental research platform for global equities, powered by AI.
Futurist™ @americasgreat
40K Followers 3K Following Political Commentator, common sense reporting, former U.S. Senate Legislative Aide. Subscribe to DM.
Callum Thomas @Callum_Thomas
132K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Ernie Tedeschi @ernietedeschi
38K Followers 2K Following Personal account. Director of Economics at @The_Budget_Lab. Former Chief Economist at @WhiteHouseCEA Bluesky: @ernietedeschi.bsky.social Threads: ernietedeschi_
baufinanciaphaster �... @bauhiniacapital
24K Followers 6K Following 残り物には福がある. Trafiquant de l’ésotérique. Int'l Man of Mycterism. Usually couth, sometimes kempt, often gruntled. Strong convictions, held weekly (or more often).
Henry Gao @henrysgao
29K Followers 1K Following Law prof. Tweets on China, trade, WTO. In Sept ’22, I predicted China to end zero-COVID policy in Oct ’22–Mar ’23. Most disagreed. It ended in Dec ’22.
EndGame Macro @onechancefreedm
45K Followers 751 Following Macro strategy | Systemic risk & policy intel | Powered by AI + human insight | Not Financial Advice
(news) DOGE @DOGE__news
560K Followers 46 Following Your daily culture and politics news source. | DM business inquiries
David Sacks @DavidSacks
1.4M Followers 3K Following Tech founder & investor. Personal views only. Official account: @davidsacks47
United States Trade R... @USTradeRep
69K Followers 36 Following Pursuing trade and economic policies that put the American economy, the American worker, and our national security first.
Goshawk Trades @GoshawkTrades
54K Followers 353 Following Turning Ideas Into Trading Strategies | From 0 to 10 Algos In 4 Years | Follow For Insights Into Data-Driven And Algorithmic Trading | Not Financial Advice
𝕊𝕠𝕝𝕒 ℂ�... @sola_chad
39K Followers 932 Following Follower of Jesus Christ | Blasting away heresy with the word of God | Sola Scriptura | Soli Deo Gloria
Jungle Rock Capital @JungleRockCap
37K Followers 3 Following Jungle Rock Capital is a systematic fund manager. It provides advisory research and portfolio management services to institutional partners. @JungleRockRes
Josh (Your CFO Guy) @YourCFOGuy
60K Followers 134 Following Building world-class forecasts + dashboards with Model Wiz | Strategic Finance Thought Leader (450k+ Followers) | Founder @ Mighty Digits
Alexis Wilkins @AlexisWilkins
78K Followers 1K Following 🇺🇸✨ Country Artist ✒️Writer, Strategic/Political Commentator ✝️ Inq: [email protected]
DataRepublican (small... @DataRepublican
825K Followers 4K Following I'm just a tool builder. • Elon Musk - “Worth following” • Charlie Kirk - “You're a must follow” • Contact: [email protected] • Substack: datarepublican
Coffeezilla @coffeebreak_YT
735K Followers 2K Following Internet Detective Exposing Scams. Follower of Jesus. Support Investigative Journalism: https://t.co/ATpU5zUzUY Signal Tipline: coffeezilla.01
0SG @Zerosumgame33
21K Followers 344 Following Contrarian small/micro cap investor focused on highly asymmetric event-driven/special situations with catalyst(s) to unlock asset value & earnings power.
HorizonKinetics @HorizonKinetics
14K Followers 498 Following Wealth management and thought leadership. #HorizonKineticsResearch #HorizonKineticsJapan #HKMutualFunds #HorizonKineticsETFs
Breitbart News @BreitbartNews
2.4M Followers 191 Following News, commentary, and destruction of the political/media establishment.Trends for United States
You might like
