Special Situations 🌐 Newsletter (Jay Singh III)
Gasoline demand dropping sharply in the middle of the summer. Consumer slowdown? Demand Destruction?https://t.co/ReXDIOu07m $USO $UCO $XOP $XLE $XOM $VLO https://t.co/8WOKlzDP3r
The decline in US gasoline demand this time is large relative to recent history. Why?
#Gasoline #Oil #OOTT #COM https://t.co/QihXGls7Pk - Anas Alhajji
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Hidden Value Gems
I saw this headline many times before - but what if this time it is correct? 🤔

OK, we heard this many times before. But what if this time it is actually correct (ESG, new focus on FCF and geology)?

"The country’s crude oil output is expected to increase by just 170,000 barrels a day in 2024 from last year, down from a jump of 1 million barrels a day in 2023, according to federal record-keepers. That is the smallest annual increase since 2016, not counting the pandemic." - @WSJ

#Oil - Hidden Value Gems
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Hidden Value Gems
OK, we heard this many times before. But what if this time it is actually correct (ESG, new focus on FCF and geology)?

"The country’s crude oil output is expected to increase by just 170,000 barrels a day in 2024 from last year, down from a jump of 1 million barrels a day in 2023, according to federal record-keepers. That is the smallest annual increase since 2016, not counting the pandemic." - @WSJ #Oil
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⁠Brandon Beylo
Is the tide finally turning on oil and gas?

Stanford keeping its ties to the Fossil Fuel industry.

Their reason?

“For the foreseeable future, the search for next-generation solutions to the climate crisis may involve fossil fuel industry data, partners, and resources.”

#oil
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⁠Brandon Beylo
Breakout confirmed in Gold/Oil chart.

I still think gold outperforms crude oil by a mile over the next 12-18 months.

#gold #oil https://t.co/Joddr4h6hW

I think gold outperforms crude oil by a mile over the next 12-18 months.

Loving this gold/oil comparison chart, too.

Massive base ready to breakout.

#gold #OOTT https://t.co/IkpepN1aVH - Brandon Beylo
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⁠Lumida Wealth Management
1/ Daily News Round-Up:

- Wall St. bets big on Fed rate cuts, with focus on the upcoming US jobs report.
- Nvidia shares surge 3.5% after earnings beat expectations.
- Oil prices jump following a 3.5M barrel drop in US crude stocks.
- Bitcoin's rally fades post-Fed policy news.
- Verizon inks $9.6B deal to buy Frontier Communications.

#News #Economy #Tech #Oil #Crypto #Mergers
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⁠Hidden Value Gems
Positioning in the oil markets is quite bearish. Usually, a good contrarian indicator. Could be especially useful if the Dollar continues to weaken...

#energy #oil #Commodities https://t.co/LVvbmQkebQ
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⁠Hidden Value Gems
I would not ignore it. The oil producers have improved their capital allocation, focusing on FCF and buybacks, but if Saudis raise production in a market that is already oversupplied, there could be more downside to oil prices and oil stocks...

#Oil #Energy https://t.co/1ZkRr3pGps
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