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speedrunner

@0xspeedrunner

Give me enough beta and an expiry on which to place it, and I shall give you the mother of all gamma squeezes

Joined September 2021
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Stimmies are coming 🧵
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Happy holidays everyone🎄🎉 Thankful for all that #fintwit has helped me to learn this year! Special s/o to @CapitalValor @JamieHeard5 @DV_Situations @zhanginu @YellowLabLife @agnostoxxx @WTIBull Here's a little rap about the goat JPow to end the year: [Verse 1]
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[Verse 3] He's the captain of the ship, the captain of the boat The man of the hour, the one to quote He's the leader of the market, the one to trust His words, they make the traders adjust
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[Chorus] He's Jerome Powell, the Fed chair His words, they give the market a scare No matter the news, he'll have the last say He's Jerome Powell, the market's way fin.
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Once the stickiness of inflation becomes consensus (as @UrbanKaoboy has also pointed out), markets will likely surprise further on the downside. Businesses will have to ramp px into a weakening economy. Those without px power will get suffer. More pain for consumers to come.
One Bubble to Rule Them All (@shortl2021) profile pictureOne Bubble to Rule Them All@shortl202123 Jul 2022
1/25. Central question of finance today is simple: When will inflation peak & how fast will it fall? For equities, earnings revisions are also important, but still a distant 2nd in determining ultimate drawdown in S&P. Atlanta Fed says we have a problem: nitter.cf/shortl2021/status/1550…
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Some thoughts & facts on the german coal revolution Germany is heavily dependend on russian energy imports This graphic shows just how bad it is The hard coal imports from Russia were 1,3 Mt in Q1'22 Coal imports to fully stop from 1st August A 🧵(1/6) rferl.org/a/germany-to-stop-…
Image from MagicMuffinman (@MuffinmanMagic)
Image from MagicMuffinman (@MuffinmanMagic)
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KSA capping out at 13mpbd by 2027. Bullish oil sands, shale and OFS.
Anas Alhajji (@anasalhajji) profile pictureAnas Alhajji
@anasalhajji16 Jul 2022
Replying to @anasalhajji
7- Conclusion: I personally think the speech should be received favorably by shale & oil sands producers. Environmentalists should be pleased that MBS dedicated a good part of the speech to climate change. Those who want to impose their social values on others have been warned.
Great infographic from S&P Global on Pac-Asia energy crisis
Image from Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl)
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Thoughtful, concise and simple (not easy). Bravo @WTIBull - we need more of this type of threads to cut through the noise and go to first principles.
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Tremendous volatility in oil prices will only reinforce capital discipline with little output growth and more financial engineering via dividends, debt repayment and share buybacks.
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Itll be great to know who is supplying parts to the Qataris…..
Teddy “Trican-Jesus” Gambino (@TeddyGambino) profile pictureTeddy “Trican-Jesus” Gambino
@TeddyGambino8 Jun 2022
ft.com/content/6c6352c3-cb60…
LNG revolution: Germany’s plan to wean itself off Russian gas takes shape

LNG revolution: Germany’s plan to wean itself off Russian gas takes shape

Three terminals could be built but the plants rub up against tight global market and Berlin’s long-term energy strategy

ft.com
1/x 🐦🔔Early bird, limited offer #Geology for Investors 101 course is launching! ✅Gain applicable geology skills ✅Understand drilling results ✅Recognise skilled exploration team equivest.capital/geology-for… Extra focus on: #nickel #uranium #copper #oil #lithium
Image from Equivest ⚒️💎 (@equivest_explor)
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It's the Game of Loans
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theguardian.com/business/202… UK: - send directly to about 8m households a one-off “cost of living payment” of £650, direct to people’s bank accounts - 8m pensioner households will receive a “pensioner cost of living payment” of £300 - £400 repayable loan turned into grant
Cost of living payments and a windfall tax – Rishi Sunak’s measures at a glance

Cost of living payments and a windfall tax – Rishi Sunak’s measures at a glance

Chancellor announces new policies to tackle energy costs and inflation – here are the main points, with political analysis

theguardian.com
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Got oil calls? Please add any that I've missed. Will keep updating this thread. cc @hkuppy @intothegossan @CapitalValor @anasalhajji #COM
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