Energy Prospectus

aja57

I must have missed this chapter in “The Art Of The Deal. “

aja57

Another interesting take on why these riots erupted. Seems that the President of Mexico is not a happy woman..

https://www.coffeeandcovid.com/p/fiesta-in-la-monday-june-9-2025-c?r=p8oyt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false

aja57

With expanding nuclear capacity still years away (read the theme: here & here) and renewables like solar and wind deemed unreliable, NatGas is set to serve as the near-to-medium-term backbone of AI infrastructure across Texas and the Heartland. https://www.zerohedge.com/ai/no-mystery-here-ai-dat...

aja57

Time to hedge with both gold and oil for the next five years. Worth the read.

https://www.zerohedge.com/news/2025-05-31/goldmans-case-pensions-buy-gold-not-bonds-6040-dead

aja57

The Constitution of the U.S. , PE creates a separation of powers between the three branches of government. No where in the Federalist Papers nor in the U.S. Constitution is there “judicial review” . This was granted onto the court itself by the Marbury v Madison case. This has been an excuse for the...

aja57

https://www.zerohedge.com/markets/oil-war-makes-landfall-permian-rigs-crew-counts-crater-oil-prices-plunge-and-its-about-get

aja57

Between the S&P forward PE ratio and the S&P Schiller Cape ratio, this market is upside down. Granted Moody’s downgrade was transparently political but long term rates are going up. The question is how high and what happens to the next bank (think Bank of America) that has to mark to market ...

aja57

This is just more kabuki theater. 9 trillion in debt to be refinanced this year. Treasury runs out of money in August. Congress has to suspend the debt ceiling and larding up the “big beautiful bill “ with SALT deductions for blue states that may go as high as 100K or else four Republican bozos will...

aja57

For those interested in commodities and miners , the post above gives great historical perspective on gold and silver and the investment timing in miners.

aja57

Rick Rule believes the small and mid cap drillers will get swallowed up by the big boys at an incredible discount. When is the question but $50 dollar oil makes it more attractive.

aja57

Great interview by David Blackmon with Doomberg.

https://www.youtube.com/live/Wm5QWHWA1Y4?si=ZojBHXTAVgitKv-L

aja57

Rule believes the dollar will depreciate another 75% (like 1970s) in the next ten years…

https://youtu.be/iMPlcAA3sgM?si=WCVJ7rXxBgMABcG3

aja57

Looks like Permian has hit Peak Shale.. "For the immediate future, Diamondback is cutting three drilling rigs and one of its frack crews, leading to a total of $400 million slashed from its budget this year, Stice said, the clearest indication that US output is about to fall off a cliff, becaus...

aja57

Great stuff, Ray. Couple comments.. Chinese people are savers not impulsive, consumer spenders so internalization of their export surplus is not happening. They don't want to buy the junk they make for America and the rest of the world. The success of the CCP is to keep people working and their peop...

aja57

https://www.zerohedge.com/the-market-ear/no-trump-put-oil-0

Guessing Trump will fill up the SPR vigorously at $50 a barrel. Not the put the oil market will be looking for. Nor us for that matter.

aja57

Here's your answer, moke...

https://hydrograph.com/media/

aja57

“You Can Avoid Reality, But You Cannot Avoid the Consequences of Avoiding Reality”- Ayn Rand

aja57

They don’t vote for him. He’s on the ballot. Dominion does the rest.

aja57

As Ray articulated a 25% tariff is on raw steel not the final product. The National Bureau of Economic Research analyzed the 2018–2019 U.S. tariffs on Chinese goods. They found that for every 10% tariff, retail prices rose 1–2%. So even a 50% tariff, if applied, might cause retail prices to edge up ...

aja57

Fascinating viewpoint from comment section of Doomberg article by Pablo Hill on the future transformation of government in Canada under Carney.. In a country that never misses an opportunity to trip over its own shoelaces, Canada has long tolerated a balkanized internal economy that would make even ...

aja57

Thanks to Trump…
https://open.substack.com/pub/doomberg/p/the-fix-is-in?r=oc969&utm_medium=ios

aja57

One would have thought that the article would have commented on any damage done to both targets. This is not journalism. It’s fear mongering propaganda..

aja57

Harry, you are only focusing on the tariff rates from the EU. You are great with numbers so I assume those numbers are correct but you totally ignore all the myriad of non tariff barriers to entry. Why is that? Is every product produced in the EU a national security or specialization good? The tarif...

aja57

Tariff Freak Out: Why So Many People Cling To The Cancer Of Globalism By Brandon Smith This past week after Donald Trump’s “Liberation Day” announcements the Dow Jones Index plunged by around 4000 points and the global panic was palpable. Social media was rife with nervous naysayers on both sides of...

aja57

HFI Research is naive to think that Navarro and Lutnick will be fired.The bulk of the issues are not the tariff rates but the non- tariff barriers. Even Bessent alluded to that today in his news conference today. It’s something that Lighthizer harped on for half his interview with Tucker Carlson. Th...

aja57

Diamondback Energy, Inc.’s FANG president recently demanded an explanation from the Trump administration over escalating tariffs and their impact on the U.S. shale industry. The company took the matter directly to social media and publicly called for clarification from the U.S. Energy Secretary, Chr...

aja57

I think what most don’t understand is that a reciprocal tariffs is not reciprocal on the tariff rate a country charges but is a tariff on trade outflows. While many in the media and “economic experts” pound the table that Trump’s reciprocal tariff rates make no sense, the calculations are based on 5...

aja57

Worth the read on trade deficits in unilateral free trade..
https://treeofwoe.substack.com/p/balanced-trade

aja57

If you are not in the stock market like the average Joe, none of this is affecting you. If you are ,then you are paying the price for US debt refinancing of 9 trillion coming due this summer. Do you want debt refinancing of the U.S. government with long Treasury bonds, refinancing with short term T ...

aja57

Early poll on the public’s acceptance of Trump’s tariffs.

https://www.breitbart.com/politics/2025/04/06/nolte-media-fail-trump-job-approval-rises-4-points-to-53/

aja57

So how well will the gassier Permian E&Ps do long term with sub 60 oil and no effective way to move NG out of their neighborhood?
https://open.substack.com/pub/doomberg/p/punctuated-equilibrium?utm_source=share&utm_medium=android&r=oc969

aja57

"My view is this was a massive sucker punch to get better trade deals around the world, a classic Trump negotiating tactic that has had dire (hopeully) immediate unintended economic consequences on the US citizens." Chuck ,this was more than a negotiating tactic. We have 9T of debt due by ...

aja57

Guaranteed to affect the USA the most...
https://x.com/AlexEpstein/status/1905720397326332233

aja57

It's likely that the liberal Canadian, Carney who owns passports from three countires will be the newly elected PM as Pierre crapped all over himself bad mouthing Trump. But who is going to pick up the lost 19% of GDP that is reliant on the US. https://open.substack.com/pub/donsurber/p/trade-whores?...

aja57

Looks like Canadian banks are narco, money laundering enterprises after all..
https://www.zerohedge.com/geopolitical/canadian-banks-linked-chinese-fentanyl-laundering-risk-us-treasury-sanctions-after

aja57

Slamming must indicate that central banks are in buy mode. When they are done feasting on silver buying, silver will follow gold. For all commodities it’s wash ,rinse and repeat.

aja57

https://newsletter.doomberg.com/p/full-tank?r=oc969&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false

aja57

PE, which came first . The chicken or the egg? You seem dismissive of the fact that Europeans have been tariffing American goods since post WW2 to rebuild their countries. I guess you look at tariffing American goods for nearly 80 years as normality. Some prominent economists on the pro tariff side ...

aja57

Stock got slapped around today. Down 17% on 300% increase in volume. Looks like there is some concern for securities fraud investigation.

aja57

“Fentanyl smuggling and illegal immigration The initial justification for the Canadian import tariffs was fentanyl smuggling and illegal immigration at the northern border. These arguments do not hold water. Fentanyl smuggling from Canada into the US is minimal. In the fiscal year of 2024, only 43 p...

aja57

Canada has no leverage with Trump..
https://x.com/profstonge/status/1900162428064632870

aja57

The only thing worse than tariffs are bad trade agreements.

aja57

The US needs reciprocal tariffs to make trade fair. I was always a free trade guy but realize this was nothing but a "pie in the sky" mentality while the rest of the world laid tariffs on US exports. So free trade has become fair trade. It's sad that tariffs and even value added taxes are ...

aja57

It's shareholders v Trump
https://boereport.com/2025/03/07/top-oil-executives-reckon-with-downturn-even-as-trump-cheers-them-on/

aja57

This tweet suggests oil is going lower..

https://x.com/dogeai_gov/status/1898099213268930638

aja57

https://boereport.com/2025/03/07/us-drillers-cut-oil-and-gas-rigs-for-first-time-in-six-weeks-baker-hughes-2/

aja57

The EU has decided to appropriate 500 billion euros to strengthen their miltary after Trump threatens to leave NATO. So I it seems that the EU wants to create a German force to march through Poland to fight Putin. Where have I seen that before?

aja57

Marc, the entire Sweet 16 has rolled over 30-40% in the last few weeks while oil has dropped around 17%. Quite the falling knife..

aja57

Worth the watch, Cliff
https://x.com/DrEtiquette/status/1897690688487137546

aja57

All great thoughts. Thanks for posting. Right now I suspect many of us are watching stocks on trading at less than 1-2X operating cash flow. Call me Charlie Brown.

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