I invest in oil & gas stocks professionally at Bison Interests and I write about them on https://xitter.cf/t.co/wrIfEj0SjH This is not an offer or solicitation. Caveat emptor

Houston, TX
Joined April 2009
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Photo from meeting in Iran today (From left to right) Ibrahim Kalın, Turkey’s intelligence chief. Prince Khalid bin Salman, Saudi Arabia’s defense minister. Mohsen Rezaei, Iran’s Supreme National Security Council secretary. Field Marshal Asim Munir, Pakistan’s army chief. (Behind them: Ali Khamenei Ruhollah Khomeini and Mojtaba Khamenei)
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Josh Young retweeted
Replying to @JoshYoung
You’re demonstrating it in my portfolio. Just awesome!🥂
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Possible fire or emergency flaring at Saudi ARAMCO Rabigh Refining and Petrochemical Company, Al-Makkah Province, Saudi Arabia. Unusually high-intensity thermal hits detected across the facility on NASA FIRMS imagery, 26 October 2026 (VIIRS 10:09, 11:04 and 10:43 UTC; MTG/FCI 04:37 to 14:07 UTC). New thermal hit without evident smoke spreading is also visible on Zoom Earth since 25 October, 21:30 UTC. Unconfirmed footage reportedly showing a possible fire or flaring in Rabigh today. C: 22°42'36.59"N 39°01'51.80"E
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Fire detected on ship hit by Iran 🇮🇷 TODAY 80 km off Kuwait 🇰🇼, 90 off Iraq 🇮🇶 Basra at 29.0964, 49.1818
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UKMTO reports this vessel fire
Vessel on fire in the Strait of Hormuz reported by UKMTO
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Josh Young retweeted
I'm demonstrating this in real time on Bison Insights. Come see for yourself. bisoninsights.info/subscribe
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Josh Young retweeted
I shared some ad hoc perspectives on the election results and oil & gas mergers live this morning on Bison Insights. Don't miss it!
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I shared some ad hoc perspectives on the election results and oil & gas mergers live this morning on Bison Insights. Don't miss it!
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Brazil stocks down 28% pre-market $ewz
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I'm joining The Morning Show shortly to chat about the oil market and oil & gas stocks: xitter.cf/i/broadcasts/1lJQRWMLg…
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$50 billion merger of US natural gas producers $EQT and $RRC this morning
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Apparently it's Merger Monday, with Logan and Ovintiv tying up too in a $1.26 billion deal
Ovintiv has agreed to acquire Logan Energy for an enterprise value of ~C$1.26B including net debt, adding to its Montney position $OVV $LGN.NE
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Josh Young retweeted
Facing Into the Storm: Investing in Small Cap Oil & gas Stocks Keynote presentation for the LD Micro Main Event Conference
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The Republican perspective on the complexities of American foreign affairs, addressing misinformation disseminated by Russia, China, Qatar and others, including @TuckerCarlson. It's worth a listen, especially if you disagree:
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Jamie Dimon on complex perspectives:
JPMorgan CEO Jamie Dimon pushes back after being asked why America’s CEOs are afraid to criticize President Trump: “I’ve said what I think. What the hell else do you want me to say?” 🇺🇸 Interviewer: “I’m genuinely struck by the unwillingness of CEOs in America to say anything critical. There’s a climate of fear in your country. Would you agree with that?” Jamie Dimon: “The Davos intellectual elite. I’ve been coming to Davos all these years, listening to chatter and stuff like that. Has it done a good job making the world a better place? We get together and talk. What do you want me to do? I have strong views. Some of the things Trump has done are good, and some are not. I’m not a tariff guy. Do I use it in certain cases? Yes. I think they should change their approach to immigration. I’ve said it. What the hell else do you want me to say? I’m trying to have a conversation.”
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Ok now this is getting even more interesting ... another Saudi plane (government-linked) is heading towards Tehran. ✈️ A320 reg. HZ-A3
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Mystery explosions in and near the Strait of Hormuz continue to be reported but not confirmed
NOW: An anti-ship cruise missile launcher in Sirik was struck by an “unknown missile” after firing ASCMs towards the Strait of Hormuz. This follows reports of explosions in Sirik, described by locals as so strong that the ground shook violently. Contributed by: @BeamTracker_
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Media coverage of this:
🔴🇮🇷🇺🇸UPDATE: According to local sources, several IRGC personnel were wounded, and ambulances are heading towards the area. Additionally, the launcher was positioned in the village of Bamani, between Kuhestak and Sirik.
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He shorted oil when the experts told him to. Now he dresses like a banana in the park.
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Joking aside, this was actually pretty good. My 3-year-old loved it.
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