I'm going to go to this #TomorrowX Summit in Austin in November. I'm excited to see how emerging technology trends will impact likely future energy demand, and to meet some of the folks making the key decisions involved in that.
tomorrowxsummit.com/?v=1
I wonder what people at the "Tomorrow Summit" are going to say when I tell them I invest in oil and gas companies! tomorrowxsummit.com/register…
This is going to be even more timely with the recent moves in tech stocks and the narrative shifts on data centers and related energy constraints. Looking forward @GavinSBaker @TomorrowXSummit
High gas prices at the pump?
Blame Karen Bass:
I just banned new oil and gas drilling throughout Los Angeles and we'll be phasing out existing wells. For generations, Black and Latino communities have carried the burden of neighborhood drilling. Your ZIP code should never dictate your health! We are confronting this systemic injustice head-on, because of vital partnerships with Council President Marqueece Harris Dawson (mhd.la2024), Councilmember @katyyaroslavsky, Councilmember @adrin_nazarian and our frontline community leaders, organizers, and activists. Let's keep moving LA forward together! Vote on or before November 3rd.
I'm amazed Democrats are still doing this in the middle of an energy crisis.
Not promising for Talarico's chances here in Texas.
And very weird for her to try to make oil drilling a racial issue!
"Steve Yang speaks with Josh Young, founder and Chief Investment Officer of Bison Interests, about shale productivity, oil supply, exploration investment and the outlook for energy equities."
youtu.be/7LsBFVqkXMc?is=iaSG…
"oil is going to skyrocket" - geopolitical analyst Matt Tardio @angertab
Matt has correctly called a number of twists and turns around the US / Iran conflict.
xitter.gq/i/broadcasts/1nKOLQMXR…
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
Rare Signal Flashing: “Buy Oil” Again
bisoninsights.info/p/rare-si…
Most of the remaining energy funds went to cash, selling some or most of their oil stocks.
I continue to face into the storm.
Many energy funds have gone to cash.
They're missing this move.
I'm not.
This is one reason why: bisoninsights.info/p/rare-si…
Russian oil refinery severely damaged by Ukrainian drone swarm attack - despite reports that Ukraine had paused such attacks ahead of the US midterm elections
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.
Josh Young retweeted
Time for oil companies to "drill baby drill"?
“Drill Baby Drill” - Another Positive Sign for Oilfield Services
Four undervalued oilfield services stocks could see substantial upside
bisoninsights.info/p/drill-b…





















