Energy Prospectus

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

Sounds like California.

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.

aja57

Problem is most of the public suffers from attention deficit disorder so no one will remember. Congress and the Senate are so dysfunctional under Republicans that nothing will get passed for the next two year. Many Republicans will need to get primaried. If you think four years of Biden’s executive ...

aja57

Happy Birthday,Dan. Enjoy your cruise..

aja57

https://www.zerohedge.com/energy/oil-prices-plunge-opec-delegate-hints-output-hikes-due-trump-pressure

aja57

That was really outstanding. Historical perspective of 1968-81 on the economy was very informative as I'm suspecting that most on this board either were in diapers or teenagers. History lives to repeat itself. Summary: Commodities ,industrials and materials are only 12% of the S&P.McDonald belie...

aja57

Looks like there is no joy in Mudville.. NEW YORK, NY / ACCESS Newswire / February 27, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Civitas Resources, Inc. ("Civitas Resources") CIVI concerning possible violations of federal securities laws. On F...

aja57

Trump has already stated he wants to increase commerce with Putin. Seems to me that if a peace agreement happens between Putin and Z, the comedian one of the first things that might happen is the end of the Russian oil embargo. Not sure how OPEC will feel about this particularly the House of Saud . ...

aja57

SEI up to 26% this morning on great earnings.

aja57

I spent 40 years in medicine and in the mid 90s , I remember government officials were clamoring over the estimation that 60 billion dollars in Medicare or 20% of the total was fraud or payment errors. The U.S. spends $1.5 trillion dollars a year in Medicare and Medicaid. Assume the % of fraud remai...

aja57

Thanks for your sage advice, Chuck.

aja57

Elon found over 20 million dead people over age 100 in the social security database. 60 million more people in social security than are even in this country. https://x.com/elonmusk/status/1891357918605332965 How many years have we heard that there is no way to cut entitlement spending and whom did w...

aja57

Trump doesn’t need Elon to trace any payments to Hunter or Joe. That work has been done already. The pardoned,Hunter has lost his 5th Amendment rights pertaining to his business arrangements as far back as 2014. If Jim Jordan or Jamie Comer hauls his ass in front of an investigation committee, he ha...

aja57

Frankly its time to stop sending money to other countries. That way they can hate us for free....

aja57

Roadster,
Thank you for all your info in Hydrograph. Just listened to the CEO in this video. Lots of transformational opportunities with this little company. My only concern is that she has those Elizabeth Holmes’ eyes from Theranos. Otherwise , I’m very impressed . Thanks again.

aja57

More on Canada.. "Canadians make 60% of an equivalent U.S. salary. With the same educational status of Americans and the same resources, our wealthiest province, Ontario, is only as wealthy as the poorest U.S. states: Mississippi and West Virginia." https://elizabethnickson.substack.com/p/...

aja57

https://www.zerohedge.com/energy/opec-drops-us-eia-secondary-source-assessing-oil-production

aja57

" 500% more terrorists" come across the Northern border than the Southern border even though the fentanyl crossing is much less than Mexico.
https://x.com/StephenPunwasi/status/1884813232201674799

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