Value Analyst Providing Outside Idea Generation & Research Services. Access Free Research: https://xitter.cf/t.co/5GcJfaSFYw Not Investment Advice
Joined February 2023
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TheDailyCompounder retweeted
Big shout out to @RockwoodNotes who nailed this back in May.
You can find his write up for FactSet on rockwoodnotes.com.
if someone told you they found a crystal ball and it said AI is coming to kill info services but you have to pick one one stock to own from the US blue chips, not sure 1% of people would have picked $FDS yet here it is, best performing name over the last 1y period
TheDailyCompounder retweeted
TheDailyCompounder retweeted
*TOTAL CEO SAYS `TOO MUCH' REFINING IS OFFLINE AHEAD OF WINTER
For months, CEOs of the world’s biggest oil companies have been warning that winter could bring a major problem.
Outside the oil industry, hardly anyone seems to care.
$VLO $410!
Analysts expect Valero to earn $18.52 per share in Q3. Then they expect EPS to fall sharply to $11.80, and then to $8.48 in Q1 2027.
They still seem to believe we are at the worst point of the crisis now, and that things will improve rapidly from here.
TheDailyCompounder retweeted
Screw the S&P 500, oil price and gold. The most important index now is the UDW/VLCC index
TheDailyCompounder retweeted
China is attempting to refill its oil reserves.
Chinese crude imports rose +2.2 million tons in August, to 37.9 million tons, marking their 2nd consecutive monthly increase.
This brings the 2-month increase to ~9.0 million tons, or a ~33% recovery from the total drop between January and July this year.
The increase in crude supply has also allowed China to ramp up fuel exports, with overseas sales of gasoline and diesel surging +29% last month.
However, China's crude imports were down -23% year-over-year and -32% below this year's peak.
Meanwhile, China’s massive oil inventories are estimated at more than 1.2 billion barrels, giving the country ample flexibility to reduce purchases as prices rise.
China's massive oil stockpile is growing again.
TheDailyCompounder retweeted
$RIG A thought provoked by ONGC contract announced today… 8Gs are incredible assets, but they are not the needle mover for fleet-wide incremental operating earnings. If history is a guide, when older vessel (today 6G) utilization gets tight, the needle is beginning to move in the right direction…
TheDailyCompounder retweeted
The US strategic oil reserve has hit the lowest level since 1983, per FT
TheDailyCompounder retweeted
$RIG Harsh environment Semisub Norge awarded 300 days of work at ~$497k dayrate in Norway, an 9% increase from current $456k dayrate through Nov 2027
Healthy market continues for eligible HE Semisubs in Norway 🇳🇴
Equinox also extended by 90 days at $400k in Australia for 2Q27
TheDailyCompounder retweeted
Hi 👋
Dow Jones: 2026 vs. 2007⚠️
The chart below compares today’s market to that of 2007 the pattern formation just before the Global Financial Crisis (GFC) hit.
That period witnessed significant consequences and permanently changed the financial environment.
Now we appear to have a replica, yet in a different and arguably more toxic environment that combines three major problematic economic and technical factors.
Some would call it the perfect storm.
Scary?
You decide.
She's beautiful.🦢
TheDailyCompounder retweeted
$NE has secured a 5-7 month contract for the GreatWhite (which is to be renamed) with BP commending in Q2 2027 directly preceding the AkerBP contract. DR $320K plus $5M mob fee.
Great contracting! Looks like the "Norwayisation" of the rig is going well for NE.
$RIG $VAL $ODL
TheDailyCompounder retweeted
LATEST strategic asset allocation in Family Offices
⇒ 2019-2025
⇒ plans for 2026
UBS Global Family Office Report 2026
TheDailyCompounder retweeted
Received this email. Nowhere does it say these are 3x levered ETFs. This is what you see in the 9th inning of a late stage bull, not early innings.
TheDailyCompounder retweeted
BREAKING: April PPI Inflation surges to 6.0%, well above expectations of 4.9% and the highest level since January 2023.
Core PPI Inflation rose to 5.2%, above expectations of 4.3%.
Both CPI and PPI Inflation are now officially at 3+ year highs.
Odds of rate HIKES are rising.
