Jauronimo

It was only a few short years ago that we were running out of places to store all the gasoline we were producing. Demand for gasoline has been flat for years and long-term expectations were that we had already seen peak demand. Petrochem was the only bright spot in terms of demand growth for oil and gas. This was the outlook pre-pandemic. Obviously 2 years of lockdown crushed demand for refined products. This context is important to understand what I will describe next. The industry has already curtailed CapEx after Wall Street and private equity cut them off after the shale boom and bust. Wild E&P spending on low yielding acreage was no longer going to be tolerated. The mandate has been clear, control costs and return profits to shareholders. Every super major is doing just that and it has nothing to do with Biden trying to kill the oil industry. These cost control efforts have been in place for years. Energy prices are high because there is a war in Europe and a near global embargo on the world's second largest exporter. Thats 75% of the equation. The US oil and gas industry has said unequivocally that they will not ramp up production in light of high prices. They are sticking with the game plan. People can blame that on Biden's shallow talking points but its a weak argument in my opinion. Thanks for a little discussion on the issue that isn't just "Biden's fault!!". https://www.bcg.com/publications/2019/value-creation-oil-gas-investors-trust https://www.cnbc.com/2021/08/18/big-oils-bid-to-lure-back-investors-with-cash-could-ultimately-fail.html

And you'd be looking or summary executions on the white house lawn.

When faced with the same choice last year, I went to the East Aurora location. Everything I read suggested the North location was not as good and quality was less consistent, but I cannot personally attest.

You really think no one considered the consequences of a near global embargo on Russian oil exports? No one on his team had an inkling that banning exports from a top 5 oil and gas exporting nation might create massive shortages across Europe and increase prices globally?

No refineries of notable capacity have been built in this country since the 1970s. 1977 to be precise. Theres a little more to the story than just the Biden admins anti-fossil fuel position. For all Biden's efforts to kill the oil and gas industry its doing remarkably well. Perhaps its more performative than substance.

For the last f#@$ing time: NO, I will not go out with you.

As if slicing up subprime garbage into a hundred tiny slivers (tranches) and packaging it together with other dog**** and calling it all AAA rated, investment grade securities was not enough, Wall Street revived some arcane derivatives to really f@#$ everything up. The Credit Default Swap. Ultimately, it was AIG that decided to insure the entire pool of MBSs 10x over with CDSs because in their estimation it was nothing more than collecting monthly checks risk free. Of course none of this was possible without irresponsible and often predatory lending and GSEs backing it all through buying every ***** mortgage written, but Wall Street played a massive role in that perfect storm.

Allen Fitzy Bill Murray That would be a fun table. Maybe not as fun as the snapper table, but fun.

Yes, success, culture, and everything else is a lot easier with a generational QB.

Break it down for him in terms of production and dollars at the pump.

How much domestic production did he "stop"?

Having a culture that attracts, retains, and develops players is a sustainable formula for success.

Skip still lights a candle every night for Johnny Manziel. This is highly foolish but unsurprising.

That was the intent. Pick it up! Mics are expensive to be throwing around for dramatic effect and thats just unsanitary.

Shaud Williams Dawson Knox Sacha Baron Cohen Richie Incognito Jordan Poyer Sean Penn Nathan Peterman Pauly Shore Bobby Hart Reid Ferguson Garrison Sanborn Sharon Stone In no particular order.

But they aren't using the woke excuse and their streaming numbers are rising....

Politicians used to be more reserved and understated types before our discourse resembled WWF promos. I preferred it the old way. Now we have members of congress who call their opponents the Jihad Squad in public forums and no one bats an eye. Hogan vs. the Iron Sheik on the floor of congress. You can be strong and confident without beating your chest and throwing your own feces around like a gorilla. I don't need fake bravado from my elected officials. Biden's dementia tales of knife fighting behind the shed with corn pop and Trump's bully act do nothing for me. I'll choose UFC all day for bravado and watch guys talk ***** and actually put it on the line.

Disney+ is a monthly, paid, subscription. There are no bots and russian troll accounts inflating the numbers. Brush up on the business model if you really want to have this talk. I just pulled their 10-Q and I'm looking at the figures which show a 20% increase in Disney+ (not ESPN, Hulu, Verizon bundles) domestic subscribers year over year but I will take your personal guarantee on the matter under the appropriate level of consideration. I could've sworn that rising interest rates were bringing some sanity back to equity markets after a decade long bull run propped up on cheap debt but it was wokeness all along. Great points.

Disney+ subscribers continue to increase. Revenue is up year over year. Now I'm no financial analyst but if audiences were turning away, wouldn't that be reflected in the numbers? Wait, I am an analyst, and it absolutely would!! Ms. Marvel is less popular then Loki (which is the "wokest" of all the Disney shows) is the only thing resembling analysis in that article and its mostly meaningless in describing equity prices. NFLX is down 71%. Even DWAC is down "nearly 50%" YTD. DWAC!!! Hell, the S&P 500 is down 22% YTD. Has all of corporate America gone woke?!?! Using RedState logic, yes it has. What is more likely: has there, in fact, been a sell off in streaming, tech, and media OR did a cartoon, lesbian kiss sink an iconic brand? This is just the latest example of "Get woke, go broke" as a vapid, opportunistic talking point for headline readers who view the world through identity politics. Correlation as causation, catchy headline, no real analysis, fish in a barrel. Its bait for people looking for it. Same with the Gillette narrative where a 5 year trend in a declining business unit was retroactively blamed on a super bowl ad. Same with Nike when the Kaepernick ad boycotts actually turned out to be a 30% uptick in sales. Same as it ever was.

If you have to ask, you can't afford one.

This is it. The Smoking Gun Rudy and Trump were talking about. I demand a full recount in the...Bloomington, Texas water utility board election May 2018! Corrupt media isn't making this national news for some reason.

I think there is virtually nothing he can do that will cost him too many votes. Which is frightening. After watching the Democrats paint Romney (who is by nearly every account a stand-up, decent man) as the anti-christ I felt like they actually deserved 4 years of Don. Its funny how they forgot about that era. Don gave them much needed perspective. Can you even imagine horse ownership or putting a dog kennel on a roof rack registering as a scandal these days?

This is blatantly false. The Q-Drops thread was over a thousand pages before it vanished.

Now picturing Hemet at the Dr.s office with his head turned to one side yelling "COUGH!" with increasing frustration at his incompetent doc.

We knew Tampa was going to come out motivated on home ice after losing by a touchdown and getting shutout but I don't think anyone expected it to go quite like that. If Tampa evens it up, the collars get a little bit tighter on the Colorado bench.