BrokeAssAggie said:
New multibillion dollar contract with graphite mining company
Stock Markets
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Last: 6 hrs ago by 59 South
Bob Knights Paper Hands
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Which is the Best Long term buy right now:
Alphabet
Facebook
Microsoft
Amazon
Walmart
Target
Alphabet
Microsoft
Amazon
Walmart
Target
Bob Knights Paper Hands
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Did you know that a lithium ion battery is mostly made of graphite?
Rules out WWR. They don't actually mine anything….but they certainly dig holes in portfolios.
Shell still has Norco I believe (Petchem facility on the back end of the refinery).
BP still has Whiting, Cherry Point, and Toledo.
So while the European majors are phasing out of refining, Chevron and XOM are still significant refiners here. COP spun off refining so P66 sits by itself. Marathon separated from Marathon Oil years ago also.
The independents:
Valero
Marathon
P66
Holly Frontier
PBF
Delek
Flint Hills
CVR
Motiva
Citgo (PDVSA)
etc other smaller sites
Those first three have over 40 refineries between them. Independents account for most of the US refining capacity so they are buying oil at market prices although those refiners that can buy discounted crudes can improve margins over those that can't.
I think we are capable of pushing just over 18MM bpd through US refineries. The top 10 refineries account for just under a third of that capacity though. I'm thinking the average capacity of the top 10 sites is something like 570MM bpd or so.
BP still has Whiting, Cherry Point, and Toledo.
So while the European majors are phasing out of refining, Chevron and XOM are still significant refiners here. COP spun off refining so P66 sits by itself. Marathon separated from Marathon Oil years ago also.
The independents:
Valero
Marathon
P66
Holly Frontier
PBF
Delek
Flint Hills
CVR
Motiva
Citgo (PDVSA)
etc other smaller sites
Those first three have over 40 refineries between them. Independents account for most of the US refining capacity so they are buying oil at market prices although those refiners that can buy discounted crudes can improve margins over those that can't.
I think we are capable of pushing just over 18MM bpd through US refineries. The top 10 refineries account for just under a third of that capacity though. I'm thinking the average capacity of the top 10 sites is something like 570MM bpd or so.
NASDAQ 100 FUTURES TURN NEGATIVE AFTER MICROSOFT CUTS Q4 OUTLOOK, LAST DOWN 0.3%
— *Walter Bloomberg (@DeItaone) June 2, 2022
Wealth gained hastily will dwindle. but whoever gathers little by little will increase it.
Proverbs 13:11
Proverbs 13:11
Ok, family, I have good news.
I spoke with AustinAg last night and he's alive and well, and on extended vacation with his family. He said he'd be back with us next week and hopes everyone is doing well.
I spoke with AustinAg last night and he's alive and well, and on extended vacation with his family. He said he'd be back with us next week and hopes everyone is doing well.
I wonder if that will trigger a red Thursday. We are still within the bearish spinning top pattern mentioned a couple days ago, which would continue a downward trend.
Great news on Austin
I'm not trading the open today. Have a 9am meeting and I'll be too distracted
I'm not trading the open today. Have a 9am meeting and I'll be too distracted
You don’t trade for money, you trade for freedom.
My bias was up. I'm waiting to see what happens at 4100
You don’t trade for money, you trade for freedom.
Bob Knights Paper Hands
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I'm waiting a bit longer, but buying TSLA750C or 730P. I think the calls are more likely, but I'll wait until 8:45 to see if I'm going in.
AMD can break $103 and think she goes.
Bob Knights Paper Hands
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Bob Knights Liver said:
I'm waiting a bit longer, but buying TSLA750C or 730P. I think the calls are more likely, but I'll wait until 8:45 to see if I'm going in.
If the macros haven't come off the bottom of their 5-min channels, I can't buy TSLA calls even if it look good to go. I need to see 4095.5 and 304.85 on SPX and QQQ.
Jim Cramer: Charts suggest 'it's going to be a ‘very nice summer’ for stocks
— Cheddar Flow (@CheddarFlow) June 2, 2022
🤦♂️
Bob Knights Paper Hands
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Bob Knights Liver said:Bob Knights Liver said:
I'm waiting a bit longer, but buying TSLA750C or 730P. I think the calls are more likely, but I'll wait until 8:45 to see if I'm going in.
If the macros haven't come off the bottom of their 5-min channels, I can't buy TSLA calls even if it look good to go. I need to see 4095.5 and 304.85 on SPX and QQQ.
Almost on cue they are threatening. It'll be an interesting next two minutes of waiting for me.
Bob Knights Paper Hands
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No calls bought. Now I'll wait to see if there's a reversal here in this opening hour.
We're ****ing doomed.
Bob Knights Paper Hands
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I've gotten chopped up pretty good. I'll be more patient or sit out for a bit.
QQQLMCane said:
Which is the Best Long term buy right now:
Alphabet
Microsoft
Amazon
Walmart
Target
Microsoft craps the bed. No biggie. Green.
seasonality suggests early and mid June we get pullbacks....Tumble Weed said:Jim Cramer: Charts suggest 'it's going to be a ‘very nice summer’ for stocks
— Cheddar Flow (@CheddarFlow) June 2, 2022
🤦♂️
They didn't "crap the bed" due to business concerns, it was due to exchange rates, which makes it an even more of a buy down here.Jet Black said:
Microsoft craps the bed. No biggie. Green.
Fed Vice Chair Lael Brainard says it's hard to see the case for the Fed pausing rate hikes (cnbc.com)
Guess the fed loaded SPY puts
Guess the fed loaded SPY puts
LIDR triggered a price alert for me. Watch to see if closes above 6.15ish range. Would like to see some Volume break out here and not a great time to go long on an unprofitable tech stock but worth keeping watch.
Bob Knights Paper Hands
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TSLA relative strength today is impressive. Unfortunately I was on the wrong side of this more than the right side today.
Hope broke ass is still holding this AMD 105c
Excellent call there.
Excellent call there.
Yep, I appreciate his post. I am way net free with a runner left.Ragoo said:
Hope broke ass is still holding this AMD 105c
Excellent call there.
PED is looking interesting.
BaylorSpineGuy said:
Rules out WWR. They don't actually mine anything….but they certainly dig holes in portfolios.
I made a little but flipped to puts when I thought we were going to pull back glad you guys held on.spud1910 said:Yep, I appreciate his post. I am way net free with a runner left.Ragoo said:
Hope broke ass is still holding this AMD 105c
Excellent call there.
on AMD, ~$106.30 is major resistance, see if it pushes through.
We seem to be inverse the seasonality chart so far this year, which would imply a June rally
BREwmaster said:seasonality suggests early and mid June we get pullbacks....Tumble Weed said:Jim Cramer: Charts suggest 'it's going to be a ‘very nice summer’ for stocks
— Cheddar Flow (@CheddarFlow) June 2, 2022
🤦♂️
It also suggests that April/may are positive months….not so much this year.
Not feeling it today. Peace folks.
You don’t trade for money, you trade for freedom.
blew right past it. might see $108 today.BrokeAssAggie said:
on AMD, ~$106.30 is major resistance, see if it pushes through.
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