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Everyone goes south, Every now and then 3rd yr global equities energy associate, 6th yr dad | tweets are my own, not advice

Sailing On My Downeaster Alexa
Joined June 2020
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ISO analyst role for an energy/O&G seat preferably long biased, do not want to do value or pods Currently a 3rd year associate with a global value equities fund, focus has primarily been upstream O&G, OFS, coal, and uranium mining, with some maintenance research experience on chems, paper & packaging, consumer disc., consumer staples, media entertainment, and financials DM if you can and are willing to help a dad out! 😁
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Jensen Huang goes on Joe Rogan to clear the air about why he cheated on his wife with a Chinese spy
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Replying to @SnarkMajor
I hear you. Fasting is each person’s own responsibility. I was only asking for a little consideration in shared spaces, not for anyone to change how they live. If you prefer not to, that’s fine.
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BREAKING: Leopold Aschenbrenner is looking for his next opportunity as Situational Awareness meets its demise.
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@HighyieldHarry you'd appreciate this big dawg
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China is the safe haven
*CHINA'S 10-YEAR BOND YIELD FALLS TO A RECORD LOW
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You know what isn't gonna get regulated to hell by a bunch of democrats? Chinese AI
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Success
Bought $QQQ calls just now, plan to sell Monday at noon Nice knowing everyone
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That Herno ad is super fucking annoying
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Bought $QQQ calls just now, plan to sell Monday at noon Nice knowing everyone
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Liquidating my portfolio to fund my AI slop video generation habit
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OpenAI? More like OpenGayGuy.
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I love jumping into a heated debate in a group chat and throwing in an absurd claim, followed by "but y'all arent ready for that conversation," and then just closing out of the app.
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Bro what niche algorithms
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Not trying to be rude. Everyone's brain is wired differently. But I do thank God that I'm not retarded enough to post a chart like this.
Oil is now peaking above the 18 year trend line. Could reach $140-$150 on the breakout. If you still doubt that oil will go much, much higher, here is another big picture setup saying it will. That is an 18-year, very probable, inverse h&s pattern for oil. The established mass media narrative is that inflation will eventually come down, growth will return shortly, unemployment will drop, and that everything will be dandy soon again. Well, no. Been saying for years that we will see at least $250-$300 oil during this commodities bull market. Raised that to $369 in the linked post below, in which also nailed the low for the right shoulder for the probable 18-year inverse h&s, at $58.40. Might raise the target even further later on. Since called the commodities bear market low 6 years ago, in real-time at the lows, I have been saying that this commodities bull market is the best opportunity you will ever have in life to get out of the rat race. It is extremely important to make the best use of this commodities bull market, for many many reasons. Which means, following the right people is absolutely vital. #joinus graddhy.com And, do note that the underlying move in oil now is not because of geopolitical tensions, but because of the commodities bull market. The geopolitical things enhance the moves, plus makes the moves sometimes news-driven, but the underlying strength was already there. A line chart often shows earlier than a candlestick charts what is happening. And, oil is trying to break out now on this line chart.
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Am I the only one who has not been disrupted by the PHP nonsense?
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Fuck the forest AND the trees. I'm looking at the ancient mycelial network underneath thats been talking shit about your disappointing bloodline since the dawn of time.
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None of this is real. Its all fake.
OPENAI: DUE TO SEVERITY OF THESE FLAWS & PHP’S WIDESPREAD USE, WE CONSIDER THIS BUG TO BE ONE OF THE MOST IMPACTFUL VULNERABILITIES IN RECENT MEMORY
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Its a structurally damaged bottleneck. The long-term price of oil is permanently higher, all things considered.
Oil traders are increasingly pricing the battle over the Strait of Hormuz as the new normal. Futures contracts for brent crude in December 2027 are now close to $90 a barrel, the highest ever and a sharp departure from even a month ago.
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Meant to say chokepoint. Not bottleneck.
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WTI Curve - Oct 2nd vs Today $USO
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Shell CEO in response to Mike Wirth: "Cope."
Chevron CEO Mike Wirth on LNG: “It’s not as clean as renewables, and it's not as affordable as coal.”
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