ElPatronGaton
@ElPatronGaton
Followers
855
Following
50K
Media
326
Statuses
4K
Construction and real estate bro. I find stuff when its cheap and try to sell it when its expensive.
Appalachia
Joined November 2011
Are you ready for the possibility that Energy could start outperforming Tech? $XLE vs $QQQ
40
84
726
American Giant. One of the best to have ever done it. Be Andrew Jackson >Born 1767. Carolina backcountry. Edge of civilization. >Father dies before you’re born. >Mother raises you alone. Hard woman. >American Revolution breaks out. You’re a teenager. >Age 13. British
755
7K
28K
$SSL $LYB $BAK
Another day, another Polypropylene price hike. From 6,100 to 6,670+ in a blink. The 2026 trend remains relentlessly bullish. $LYB $DOW
0
1
3
🚨 US OIL SUPPLY WARNING ⚠️ At $60 oil, the U.S. rig count is back to COVID recovery levels. 📉 410 active rigs today • Down 75% from the 2014 peak (1,590 rigs) • Barely above shale bust levels • Flatlining despite stable prices 🔥 This is the danger • Shale needs constant
12
54
257
How it feels owning commodities and mining stocks while the US dollar evaporates and institutions chase the only investment working right now (spoiler: miners and commodities).
11
36
445
$BAK $LYB $SSL
$BAK #BRKM5 $LYB $DOW Finimize - “Japan’s Petrochemical Giants Plan To Close A Major Ethylene Plant” https://t.co/42ZKggmQel
0
0
3
Energy is next folks! #OIL
Gold moves first. Copper follows. Oil moves last. That’s been the cycle for 40 years—and right now, copper is breaking out while oil hasn’t budged. You know what comes next. 👀⛽️
8
18
164
Chemical sector 2026: - Global production growth: 1.9% (down from 2.6%) - US growth: 0.3% - 20%+ of producers losing money - 5 years of declining profits S&P calls this "bottomed out." I call it: everyone who wanted to sell has sold.
1
2
8
$AVTR has 500m share purchase program, insiders buying with both hands last quarter, new directors. Literally NO ONE is paying attention. Thing is beat down and forgotten about. This company may be the best pick for biotech picks & shovels. Healthcare & Biotech ETFs surging while
Picks & Shovels for Biotech is a space which doesn't get much attention. However, we see plenty of attractions: 1. Post the covid biotech boom and bust, the sector is now moving into a cyclical recovery 2. Long term demand looks solid: an aging population in developed markets
0
0
1
0
0
0
3
0
1
TL;DR $FMC is priced like the ag cycle is dead. Corn is turning. Oil is coiled. Full disclosure I am massively positioned and will probably double down again with the next opportunity
1
0
3
9/ Technically, $FMC is post-capitulation: • deeply oversold RSI • multi-year downtrend played out • far below long-term regression Asymmetric
1
0
3
8/ If oil breaks higher: • corn firms • farmer economics improve • acreage spend rises That flows straight into FMC’s demand and margins.
1
0
2
7/ Important link: corn and oil move together. Oil drives fertilizer costs, ethanol economics, and ag input pricing. Oil is now sitting just below a major breakout.
1
0
4