A little snap of my March 30th article about valuing social media using the #AUI model. #Assets under influence demonstrate how the FMV of Twitter is obviously much higher given the premiums being feverishly battled by giants w/ bots. #blackrock and #vanguard or #elon ?

$CVX picked up calls today on the low volatility and sudden WTI drop. Have lots of exposure to energy stocks with our crude and pure gas plays but no integrated names which I want now with the current geopolitical climate. Can’t .

Join millions who have switched to Grok.

$IWM picked up outs for end of July at the money. Told $TZA today for a nice gain.

$TOU.TSX holly smoke look at the premiums on those options folks!!!.

$TOU.CA going to sell some covered calls when the vol is right.

Looking forward to moving to Calgary at the end of the summer, as I have accepted my offer at Southern Alberta Institute of Technology (SAIT) MacPhail School of Energy’s Integrated Water Managment program. After focusing on energy policy from a political…

Someone asked me why I think Net-Zero 2050 and the 2030 Emissions Reduction Plan have conflicting goals, and the 2030 goals may be the number one reason why we will not reach net zero by 2050. I wanted to give them a single page PDF that visually explains…

$TOU.CA in case any of y’all want to diversify your energy holding but still like the Mike rose style of management check out topaz ticker for a small cap play -3 billion that has exposure to more crude than nat gas and pays a regular div of 5% plus.

Exactly as I said.

Exactly like I said down to zero. The pumpers on here fucked some people over but I guess they never learn.

@vliu07 probably next week.

@vliu07 special or regular?.

$KEY $COF What is going on with deposits?.

$TZA glad I sold half my position yesterday. Might buy back in Monday at close idk. Inflation data will not help these regionals if we get a rate hike. It will crush the companies that are not self funded ( aka profitable).

@seekingyield1 @OsitoPolar can you explain the resin part? What type of resin and what type of oil, seems like interesting research and I can’t find much on it. I have been looking at the bottling outsourcing and it seems like a .

@seekingyield1 I’m from Toronto but I study energy markets and other commodities all over the world- this might be why our perceptions differ. Looking at international gas prices is key, as the US ramps up export capacity and the.

$APPS of all the shitty tech companies this one is not terrible….

@seekingyield1 @OsitoPolar higher energy prices for longer is what we are looking at especially with extremely tight electricity markets going forward during the summer and next winter. Environmental ( de-industrialization in the.

$PEP or $COKE for exposure to non alcoholic beverages?.

$SOFI this company is a fin tech firm that has all kinds up risk- policy, credit, macro and although there is upside potential, I would go with more defensive and value based plays like $MUFG and even $WFC.

$PTON company going to $0. Taking short positions at this price.