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Kontrarian Korner Solo Episode
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I originally had a podcast guest lined up for yesterday, but work roped him in, so he will be coming on next week. There wasn’t anything groundbreaking from Sable Offshore’s $SOC 10-Q, but there were a couple things worth mentioning in there. I also went into a couple other things with oil, and a couple pieces on broader markets that I found interesting.
Podcast Summary
* Thoughts on the 10-Q (nothing earth shattering), mainly that they have enough cash to get things started up without further dilution.
* Why I’m not worried about the 10 day waiting period that comes after OSFM signoff, and some of the nuances there.
* Short interest ticking up at the end of July.
* ZeroHedge: How Oil Production Might Help California Meet Its Environmental Goals
* Ranting on the recent IEA forecast.
* A quick update on Cenovus’ bid for MEG Energy.
* Jorge Arjona’s Thread on Oil (a good Twitter account to follow).
* Thoughts on what assumptions are baked into market valuations
* AI and the massive capex spend, and why I don’t think it will be that much different from previous spending booms.
* Tariffs and the restructuring of the economy, and why economists might need to revisit some of their assumptions.
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Published on 3 weeks, 5 days ago