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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Stranger Capital retweeted
We're saddened to hear about the tragedy involving a Learjet 60 near West Palm Beach, Florida on Sunday evening, November 1. Weather was likely a contributing factor; while the NTSB has a long investigation ahead, here's what the meteorological and flight tracking data tell us:
Stranger Capital retweeted
Catholics have a real faith that provides them a catechism for viewing art as art. American Protestantism is histrionic and unmoored so anything can be interpreted as the devil.
Stranger Capital retweeted
By the time the Gulf normalizes, US will have been flatline for 2 years and demand grows like it always does.
Guys oil isn’t going back under $70 and if you invest based on another expectation you’re a Panican.
It is worth repeating.
US crude oil production has not increased since the end of 2025.
According to our real-time US crude oil production data, we are actually lower y-o-y.
And no, last week's EIA oil storage report had no production shut-in volume.
Even if you assume that our data is slightly off, which can be the case, the lack of growth at these oil prices is a sign that the end of shale is here.
Stranger Capital retweeted
October Surprise
Hang him
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Stranger Capital retweeted
The first signs of an offshore drilling supercycle are starting to appear. On Friday, the CEO of $SLB, the world's largest oilfield services company, said:
"We believe indeed that the cycle has started."
Deepwater offshore project approvals expected to surge 30%+ in 2026. $RIG $NE $SDRL
Stranger Capital retweeted
OIL SERVICES VS OIL PRODUCERS
Oil producers have now made a 4th bottom in 6 years relative to oil producers, as the oil-producers-to-oil-services ratio below shows.
The difference now being that oil recently broke out.
On a relative basis, oil services are becoming increasingly attractive relative to oil producers.
$XLE & $IEZ used as proxies.
Stranger Capital retweeted
Traditional Horror is a deeply Christian genre.
I mean, "Dracula" might be the most overtly Christian novel we have.
"Frankenstein" is less overt, but it is a story about a man aiming above his station and trying to become God, as well as the repercussions of that.
"The Picture of Dorian Gray" is about the consequences of sin and the soul's corruption.
Horror in it's correct form treats evil as real, our choices are meaningful, and transgression against the natural (or divine) order catastrophic.
There are many other examples.
As with anything, use wisdom. The enemy loves to twist what is good.
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Stranger Capital retweeted
I have never seen or even heard of a horror film thar “glorifies” demonic possession. The whole point is that it’s scary and bad. The whole thing that makes a horror movie evoke horror is that you are scared of the evil thing. This idea that horror movies generally “glorify” evil is really just incoherent and silly. The worst thing a horror movie can do, morally, is not glorify evil but rather depict evil in a bleak and upsetting way and then just leave you there without any kind of resolution or the faintest triumph of good. That’s the criticism you should be making — the “glorification” charge is just not true and makes you seem totally out of touch with the genre you’re critiquing. And as for the valid critique I just mentioned: it does apply to some films in the genre but not all or even most. I’m thinking of a movie like Funny Games (don’t watch it), for example, that is specifically designed to be one of the most depressing and demoralizing viewing experiences you can ever have. I agree that kind of stuff is worse than worthless. But again, that is not how the horror genre typically works. In most cases, the bad guy is bad, you’re supposed to be scared, and then he’s defeated and the good guys win. That’s the classic form these stories take.
If a movies purpose is to show the biblical reality of darkness and point to how Christ overcomes it all, the yes that is good. I’m thinking of something like Nefarious by @SteveDeaceShow.
But the majority of horror films about possessions or the demonic often just glorify it, teach unbiblical ideas, and do not point to Christ.
They leave the person watching with no real answers as to why this stuff happens or with them thinking it is so far fetched that the demonic isn’t real at all and it’s just a fantasy movie. So it ends up desensitizing us to the spiritual realm, which is why we see so many dabbling in dangerous witchcraft practices.
Stranger Capital retweeted
Halloween is the Eve of Saints! The costumes and Trick or Treating stem from Christian traditions.
Also "do not fear" is not talking about being scared or watching horror.
This is just Evangelical legalism. Stuckey is ridiculous and needs to read 1 Cor. 14:34-35 & Tim. 2:11-12!
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Stranger Capital retweeted
French GDP is something like 60% government spending on welfare programs.
It feels to me more every day there are now two paths for western nations. Watch your country dismantle onto 3rd world chaos (France) or be governed by strong man dictatorial figures (El Salvador).
I know which one I’d choose
Stranger Capital retweeted
you can either look at a mortgage as a bank letting you long real estate against a perpetual devaluing dollar for a carry cost slightly above the risk free rate of return, or you can choose to be ignorant of how money works, if you spiritually have the mind of a medieval peasant
Stranger Capital retweeted
It's easier to build a nuclear reactor than a uranium mine.
New ep with @uraniuminsider just dropped.
Stranger Capital retweeted
Bessent has absolutely no idea what he's doing.
Blew up his fund.
Now he's blowing up the Treasury.
