Josh Young (@JoshYoung) header
Josh Young (@JoshYoung) profile picture

I invest in oil & gas stocks professionally at Bison Interests and I write about them on https://xitter.gq/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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Socialism: unionize, bankrupt your employer, lose your job, but maintain your "sense of solidarity"
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The irony of collectivism:
Only in the first world can you wear $200 shoes, drink an $8 coffee, own a $1,000 phone, and post on a billionaire's social media network about how capitalism has failed you.
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Socialist Halloween
Halloween at Mayor Mamdani's house. 🎃
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Happy Halloween!
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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
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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…
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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
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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.
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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!
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Oil shortages to meddling politicians:
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"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…
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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. xitter.gq/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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