Josh Young (@JoshYoung) header
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I invest in oil & gas stocks professionally at Bison Interests and I write about them on https://teapaw.org/t.co/wrIfEj0SjH This is not an offer or solicitation. Caveat emptor

Houston, TX
Joined April 2009
Photo by Josh Young (@JoshYoung)Photo by Josh Young (@JoshYoung)Photo by Josh Young (@JoshYoung)Photo by Josh Young (@JoshYoung)Photo by Josh Young (@JoshYoung)Photo by Josh Young (@JoshYoung)Photo by Josh Young (@JoshYoung)Photo by Josh Young (@JoshYoung)Photo by Josh Young (@JoshYoung)Photo by Josh Young (@JoshYoung)
It worked. Again.
The best times to buy oil (and related equities) are when they are hated. I shared a rare, high hit rate signal here:
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Is it (finally) energy's turn?
The top two performing sectors in any given year have typically moved together. That has not been the case with Energy and Technology in 2026, with the one-year correlation well into negative territory.
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"oil is going to skyrocket" - geopolitical analyst Matt Tardio @angertab
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Matt has correctly called a number of twists and turns around the US / Iran conflict. teapaw.org/i/broadcasts/1nKOLQMXR…
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Oil up, stocks down
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"disinflationary momentum" observed by Bloomberg and the Federal Reserve
Frbsf staff seeing what we are seeing.
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I should really charge more for Bison Insights. But instead it's on sale again. Because I don't want you to miss out. Don't miss the next one! bisoninsights.info/subscribe
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Most of the remaining energy funds went to cash, selling some or most of their oil stocks. I continue to face into the storm.
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Russian oil refinery severely damaged by Ukrainian drone swarm attack - despite reports that Ukraine had paused such attacks ahead of the US midterm elections
BREAKING: Massive Ukrainian drone swarm attack against the Novokuybyshevsk Oil Refinery in the Samara region of Russia. Several large fires can be seen raging at the oil refinery, with massive damages to the facility.
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Russia or Mordor?
Russia’s Novokuybyshevsk oil refinery in Samara is heavily ablaze this morning after an overnight Ukrainian drone raid, with numerous pillars of smoke rising from the refinery complex.
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Google down 9.5% after hours. Will they rename the "magnificent 7"?
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Intel $intc -20% after hours
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Dramatic
BREAKING: Intel stock, $INTC, extends losses to -27% on the day, now on track for its biggest daily loss since 1974. This puts the stock down -53% from its June 30th record high. That’s -$400 billion of lost market cap.
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Josh Young retweeted
Time for oil companies to "drill baby drill"?
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Unfortunately, peace does not seem to be breaking out in the Middle East
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You know who didn't go to Riyadh, Saudi Arabia ahead of the latest flare up with the Houthis? The CEOs of Exxon and Chevron. You know who did? Most of the oil and geopolitical "experts" you see on TV and here on social media.
Two weeks ago, the most frequently cited oil & geopolitical "experts" gathered in Saudi Arabia, with very few exceptions. As the bombs started falling.
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Josh Young retweeted
All of the "experts" were bearish. So oil went down, right?
Replying to @JoshYoung
Oil went up 29% despite the flood of negative headlines and bearish forecasts by pundits. Sound familiar?
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There were a number of these sorts of explosions in Iran in the lead up to the US / Iran war in February
BREAKING: A massive explosion and fire engulfed an aluminum plant at the Shams Abad industrial zone southwest of Tehran. The cause is unknown.
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