Search found 108 matches

by mitchl
Tue Jun 04, 2024 7:37 pm
Forum: The View from Houston
Topic: Oil Price: Selloff is overdone
Replies: 4
Views: 243

Re: Oil Price: Selloff is overdone

The Keith Kohl note feels like a good grounded perspective.

I do wonder though: if we get decisively under $70 WTI, how long could we practically stay there?
by mitchl
Tue Jun 04, 2024 7:31 pm
Forum: Sweet 16 Portfolio
Topic: PR Permian
Replies: 7
Views: 536

Re: PR Permian

Maybe those VTLE hedges will come in handy after all.
by mitchl
Tue May 21, 2024 6:41 pm
Forum: Picks and tips from the EP community
Topic: Solaris Resources Update - China Financing Deal Terminated
Replies: 0
Views: 118

Solaris Resources Update - China Financing Deal Terminated

https://www.bnnbloomberg.ca/copper-firm-drops-china-financing-deal-after-canadian-scrutiny-1.2075629
by mitchl
Sun May 19, 2024 7:35 pm
Forum: Other topics of interest
Topic: Cow farts a thing of the past?
Replies: 3
Views: 258

Re: Cow farts a thing of the past?

My two cents: anything done in the name of climate change likely has a different motive.
by mitchl
Thu May 16, 2024 2:28 pm
Forum: Picks and tips from the EP community
Topic: Journey Energy (JOY.CA and JRNGF) Update - May 15
Replies: 3
Views: 311

Re: Journey Energy (JOY.CA and JRNGF) Update - May 15

I like these guys too. Looking forward to the webinar.
by mitchl
Sat May 04, 2024 4:26 pm
Forum: Other topics of interest
Topic: Warren Buffett considering a Canadian opportunity
Replies: 1
Views: 222

Warren Buffett considering a Canadian opportunity

From CNBC: Warren Buffett hinted that Berkshire Hathaway was evaluating a possible investment opportunity north of the border. “We do not feel uncomfortable in any way shape or form putting our money into Canada. In fact, we’re actually looking at one thing now,” Buffett said. https://twitter.com/CN...
by mitchl
Tue Apr 30, 2024 10:09 pm
Forum: Other topics of interest
Topic: Trans Mountain pipeline expansion gets green light to open for May 1
Replies: 0
Views: 365

Trans Mountain pipeline expansion gets green light to open for May 1

https://www.ctvnews.ca/politics/trans-mountain-pipeline-expansion-gets-green-light-to-open-for-may-1-1.6867986

Great for the Canadian names. No more last minute hiccups to worry about.
by mitchl
Mon Apr 22, 2024 7:43 pm
Forum: Other topics of interest
Topic: How much electricity will AI require?
Replies: 3
Views: 626

Re: How much electricity will AI require?

That is when they put AI into a time out.

Microsoft had to do it before in 2016:
https://www.theverge.com/2016/3/24/11297050/tay-microsoft-chatbot-racist
by mitchl
Mon Apr 22, 2024 4:47 pm
Forum: Other topics of interest
Topic: How much electricity will AI require?
Replies: 3
Views: 626

Re: How much electricity will AI require?

I listened to the full podcast during a long drive this past weekend (doing my role in keeping up gasoline demand ha). That said, I'm not 100% convinced AI will play a big role in electricity demand. I think it is in the cards, yes, but not a given. What about AI specifically is electricity demandin...
by mitchl
Mon Apr 22, 2024 1:32 pm
Forum: The View from Houston
Topic: Feds losing the War on Inflation
Replies: 3
Views: 712

Re: Feds losing the War on Inflation

I’m not an expert on the fed nor interest rates. But, it feels like the fed is digging themselves more and more into a trap. Conventional wisdom seems to be lower interest rates means more inflation. So therefore higher interest rates are the opposite? However, there is a school of thought that high...