Tracy Shuchart (ππ½πΎ )
@chigrl
Followers
337K
Following
430K
Media
37K
Statuses
322K
Senior Economist at NinjaTrader Live/NinjaTrader Group LLC. CEO/Founder Hilltower Resource Advisors LLC. @HilltowerRA Host @MicDropMarkets
Florida, USA
Joined February 2009
Most people fundamentally underestimate the employment multiplier of oil and gas extraction because they only see the roughnecks and engineers. When a producer announces layoffs, the economic damage radiates outward through at least eleven distinct tiers of adjacent employment,
Houston is getting hit again. Upstream oil set to lose 3,200 jobs in 2026... and I fear it mirrors the same scale of layoffs I flagged for 2025. (not just for Houston- but in total) Watch energy-adjacent jobs next.
10
50
314
Sad state of affairs when a 10 cent move in crude is making headlines
Crude rises slightly amid conflicting market cues
3
1
104
That outdoor brick oven isn't connected to anything. No kitchen. No house. Just vibes and one enormous orange vegetable. Peak architectural planning. Out now on Steam π
0
2
22
Oil be like...you do your thing indices, 2026 its on
1
5
104
We have an insane guest line up this week on NinjaTrader Live macro show at 8 AM ET Monday: @marketminute Tuesday: @MarkYusko Wednesday: @peterdevietien Thursday: @stacyherbert
0
4
39
Im sure its fine $ORCL Oracleβs new investment-grade notes are trading like junk bonds
6
20
161
This. "In an age of software as a service, if you can't hold it in your hands, you don't own it."
More importantly, digital text lends itself particularly well to being manipulated or erased based on who is controlling it and is exquisitely susceptible to Orwellian levels of censorship. In an age of software as a service, if you can't hold it in your hands, you don't own it.
3
11
74
Rising depreciation expenses from the data center binge is a major worry. Alphabet, Microsoft and Meta combined for about $10 billion in depreciation costs in the final quarter of 2023. The figure rose to nearly $22 billion in the quarter that just ended in September. And itβs
7
51
218
This is a dumb argument. It would cost billions ..see my point on Syria. Canadians need to man up and realize the leverage they have, instead of this defeatist attitude.
@chigrl Heavy oil would feed US Gulf Coast refineries just like the good old days - takes away Canadian leverage.
2
5
69
For all those that think the US just wants VZ oil, they are forgetting what happened in Syria.
Some comments on Syrian oil 2010 is the last real production data that we have for Syria (see below) was at 400Kbpd. As the uprising against Assad broke out 2011. 1/6
4
15
91
you guys think this is all new stuff
NOTE THIS>"Since the issuance of E.O. 13884, #CNPC has cancelled shipments from #Venezuela seemingly to comply with the US sanctions. However, #Rosneft reportedly now takes about two-thirds of Venezuelaβs exports and transports much of that oil to China." https://t.co/y2ifFdhiSE
2
7
35
This is ridiculous ..the meat is just falling off the bone and so tasty !
We are going to make a whole bird today Step 1: Pick a chicken that has been air chilled rather than water chilled in a chlorine bath (it will say air chilled, if it is, on the package) Step 2: Dry the chicken with paper towels and let rest while you are working on step 3
14
5
179
whoops
1
4
66
We are going to make a whole bird today Step 1: Pick a chicken that has been air chilled rather than water chilled in a chlorine bath (it will say air chilled, if it is, on the package) Step 2: Dry the chicken with paper towels and let rest while you are working on step 3
2
3
133
US Personal consumption expenditures: Health and Automobile insurance costs
3
9
54
as of Dec. 12 US Frac Spread Count (my preferred metric): -5 Baker Hughes US O&G Rig Count : -1 Gas: -2 Oil: +1 Baker Hughes Canada O&G Rig Count: +1 Gas: +4 Oil: -3
1
3
39
APOLLO: Hedge Fund Leverage Rising Rapidly Prime brokerage and repo borrowings have essentially doubled over the past two years
0
14
90
Once again for the people in the back...raising production ceiling β actual added barrels> OPEC+ November Output Falls, Struggles to Meet Quotas OPEC+ crude oil production fell in November, despite the groupβs continued efforts to unwind 1.65 million barrels per day (m b/d)
5
32
216