Dad. Husband. Financial Analyst (primarily energy focused). Traveler. Founder of Distressed Value Investing. Co-founded Absolute Games (PENN). FbFund alumni.seekingalpha.com/author/elephan… Vancouver, BCJoined April 2022
People don’t realize how massive this is: Thomas Müller — a top 20 German player ever — could’ve ended his legendary career anywhere in the world. And he chose Vancouver. This isn’t just a signing. It’s a defining moment for the Whitecaps and for soccer in this city.
🍨🍦 ICE CREAM INFLATION 💸📈
Oil, copper, gas, corn and many others have occupied plenty of time during my career covering natural resources.
But today I’m talking about another commodity rarely discussed: coconuts. And why they mean more expensive ice creams.
@opinion🧵1/15
Vancouver Canucks General Manager Patrik Allvin announced today that the club has agreed to terms with defenceman Tom Willander on a three-year, entry-level contract starting in 2025.26.
Well, the coach just quit and the captain won't return the president's calls and there was that big rift between the top two centres, forcing a trade and leaving the one who's completely lost his game, but other than that....oh wait, Demko's injury...but other than that!
The blue line is where @PierrePoilievre’s Conservatives were in the 🇨🇦 polls for the last 16 months. Dominant.
O Say Can You See the moment when Trump started talking about annexing Canada & punitive tariffs, which the failing Liberals (red line) made central to their campaign?
NEW 🧵
A quick thread of charts showing how Trump’s economic agenda is going so far:
1) Trump has had the same impact on economic uncertainty as a global pandemic.
I can't think of *any* theory of the economy where you would tax imports of goods your country can't make, which are inputs to things you can make (resources and ag, most obviously).
Love a good punchy line. 👊 From WM's note summarizing the bulk of reporting season. Lots in here on LNG, budgets, aggregate production changes, M&A mentality, changes in gearing, etc. in case clients might not have seen it yet. my.woodmac.com/document/15035…
$FANG and Double Eagle IV confirm plans to merge. $3 B in cash and 6.9 mm shares; $4.1 B EV. April 1 close. New development JV with DE to accelerate "lower quality acreage" with no capex to $FANG ("carry" by DE value TBD?)
PR: diamondbackenergy.com/node/16671/pdf
Presentation:…
@BillAckman Former Blackhawk pilot here. I’ll try to describe it for you.
Imagine you are looking at the world through toilet paper tubes, and everything is just different shades of green and black, with stars and ground lights hard to differentiate and aircraft lights that look the same…
Trump wants to make US refinery feedstock—and US consumer pump prices—more expensive via tariffs on Canadian crude.
While at the same time reducing the value of US oil production by urging that OPEC+ produce more.
It's... a choice.
For anyone wondering what this looks like from 30,000 ft view. In tier-2 through 4 rock we see anywhere from a ~15% to 40%+ decline in capital efficiency and per foot productivity. Unless rig+frac count go up 15% to 40% production will decline into the end of the decade.
For anyone wondering what this looks like from 30,000 ft view. In tier-2 through 4 rock we see anywhere from a ~15% to 40%+ decline in capital efficiency and per foot productivity. Unless rig+frac count go up 15% to 40% production will decline into the end of the decade. https://t.co/sCIuSI48dI
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