Energy Prospectus

aja57

https://x.com/porterstansb/status/1988252398146461888?s=20

aja57

Looks like Morgan Stanley likes SEI..
https://x.com/DividendTalks/status/1978477992536940895

aja57

Should check out New Metals Mining(NMTLF). Canadian company mining palladium in Canada and gold in Alaska. Eric Sprott owns 23% of the company. Palladium has a long way to go.

aja57

The white elephant in the room..
https://archive.ph/tzt6N

aja57

Patience, grasshopper...

https://x.com/Barchart/status/1970987079950852388

aja57

looks like the subject question has been answered.

https://www.zerohedge.com/political/californias-desperate-bid-charm-oil-companies-doomed-failure

aja57

History always repeats itself..
https://x.com/iAnonPatriot/status/1968681756753547654

aja57

Clearly Newsom is running for President..
https://www.zerohedge.com/political/newsom-folds-greenlights-domestic-oil-production-california

aja57

Any idea why SEI is getting pummeled in the last two weeks?

aja57

May I suggest a #3 thread, Roadster? So much to talk about for this little gem..

aja57

Wonder if the NG world will become a term contract world similar to the uranium industry. Spot price contracting of uranium means nothing these days.

aja57

: 3e9ee3c5-b7a5-4ac3-972a-5ae0b582f3e7_552x339.jpg (18.25 KiB) Viewed 2154 times

aja57

https://www.zerohedge.com/political/facing-impending-crisis-california-lawmakers-pivot-fossil-fuels

aja57

https://realclearwire.com/articles/2025/08/20/the_new_york_times_publishes_false_energy_and_climate_information_and_refuses_to_correct_its_errors_1130046.html

aja57

There are only two times in history where the Oil/S&P500 ratio was lower. 1999 and 2020. #crude #oil #oott

aja57

: GyFWpF5WQAAO_XP.jpg (99.47 KiB) Viewed 4359 times

aja57

https://abcnews.go.com/Technology/wireStory/electric-bills-rise-evidence-mounts-data-centers-share-124503792

aja57

Quoth heard you loud and clear..
Worth the read.
https://open.substack.com/pub/quoththeraven/p/crypto-will-cause-the-next-trillon?r=oc969&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false

aja57

Thanks for sharing that podcast ,Dan. Great insight from Leigh. The one point that Leigh is missing in his scenario on the "Carry Trade" ending and rotation into energy stocks as investors look for value is the fact that the valuations in the market are sky high due to the fact that over 5...

aja57

"The market is now driven by flows and vibes. Nvidia has hilariously DOUBLED since I wrote about it being over-valued. Nvidia's market cap is higher than the entire US energy sector - with another $200 billion left over - despite Nvidia generating only 13% of the energy sector’s net income. Nvi...

aja57

What a ride today, moke...

aja57

A Nuclear Engineer Explains Why He Favors Hydrograph Clean Power

And yes, he is an investor

https://youtu.be/yJzVsvzGnO4

aja57

Don't know how this slipped through the cracks here. BTW this is coiled for a major short squeeze.

https://www.cnbc.com/2025/07/03/musks-xai-gets-permit-for-turbines-to-power-supercomputer-in-memphis.html

aja57

Could similar events happen with oil based products?

https://www.zerohedge.com/markets/will-japans-rice-price-shock-lead-government-collapse-and-spark-global-bond-crisis

aja57

Happy 4th of July. Worth the watch

https://youtu.be/EJki1LyWMNE?si=YJz5vjJV4O9jaXC-

aja57

Looks like the EIA learned how to count from the Bureau of Labor Statistics. School ain’t what it used to be.

aja57

You getting paid as a government consultant?

https://www.zerohedge.com/energy/three-big-projects-offer-hope-our-energy-nightmare-ending

aja57

That would never happen. Right now , Congress is asking for another 7 billion dollar increase in Capitol security protection. They are gearing up to blow out the deficit.

aja57

Sober thoughts by an anti-war analyst named Doomberg..

https://open.substack.com/pub/doomberg/p/fog-lights?r=oc969&utm_medium=ios

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

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