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Lance Roberts @LanceRoberts
, 4 tweets, 3 min read Read on Twitter
REAL INVESTMENT REPORT - $OIL SENDS A CRUDE WARNING. A look at the warning sign being thrown off by the decline in #oil and what it may mean for the markets. $SPY $TLT realinvestmentadvice.com/oil-sends-a-cr…
Those suggesting the drop in #oil is only a "supply problem" are looking at economic data which is both lagging and subject to revisions. Oil is telling you the global slowdown is coming home. $SPY $TLT realinvestmentadvice.com/oil-sends-a-cr…
Given the energy bonds make up about 15% of the high-yield index, the drop in oil prices is a huge #redflagwarning investors should be paying attention to. $JNK $SPY $TLT realinvestmentadvice.com/oil-sends-a-cr…
Just a small reminder from AUGUST: "It'sworth noting #oil positioning is highly correlated to market and earnings growth. With traders extremely ‘long,’ a reversal will coincide with a reversal in the S&P 500 and oil prices back towards $55/bbl $SPY $TLT realinvestmentadvice.com/oil-sends-a-cr…
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Today we release our annual @wiiw_news Autumn #Forecast Report, with macroeconomic projections for #CESEE out to 2020. Below, a thread on the highlights 1/13
#Growth still looks quite good for most, notable upgrades this time for #Poland, #Serbia, #Hungary. But downgrades for several #EU members, plus #Turkey, #Macedonia and #Belarus. 2/13
Over the #forecast period we expect best growth performance in #EUCEE and #WesternBalkans, although both will slow by 2020. Outlook for #CIS & #Ukraine weaker. 3/13
Read 14 tweets
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Warning: long thread about energy matters, focussing on how they affect AB. Thanks & credit to @politicalham (of @energi_news) who gave a talk in Sherwood Park last evening, organized by @CarlaHowatt and @fionabeland. Thanks to @suepeac and Grace Wong whose notes I’ve used
And I’m going to endeavour to make these comments as non-partisan as I can, because this issue is imp and needs to transcend political boundaries
Alberta's oil - particularly that coming from Suncor and CNRL - is going to be cost competitive and carbon competitive with the rest of the world, save Saudi Arabia (because they produce sweet oil, a completely different beast).
Read 20 tweets
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🇨🇳Chinese officials are launching a new offensive to support growth:

1/ #China Says Regulators Will Work to Unclog Monetary Transmission - Bloomberg
*Official Link (Chinese): bit.ly/2ADxRKE
bloomberg.com/news/articles/…
2/ #China's NDRC issues draft rules opening access to #oil, #gas infrastructure - Reuters
- China will encourage, support private investment in oil, gas pipelines infrastructure.
*Official Link (Chinese): bit.ly/2LYl6Pi
uk.reuters.com/article/uk-chi…
3/ #China should encourage overseas companies to list A-shares and bring in more foreign investors, according to a front-page commentary in the China Securities Journal.
*Link (Chinese): bit.ly/2vAu3UG
Read 11 tweets
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#Report #Thread
1/5
 This young man is Muhammad Sharif Badwan. He was killed East of #Gaza City at the Karni crossing after being shot in the chest by #IDF gunfire on Friday afternoon. #Israel
2/5
 Many news sites refer to Badwan as either a protestor or a demonstrator who was shot and killed by the #IDF. The photo on the left, from the DailyMail, states Badwan is a protestor. The photo on the right from CGTN states Badwan is a protestor as well.
3/5
 The problem is Badwan wasn’t there to protest in the way most people think. This video was taken Friday afternoon at the Karni crossing where Palestinians were clashing w/ #IDF soldiers. At the end, you can see Badwan being evacuated after getting shot by the #IDF.
Read 5 tweets
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Thread....
What is the size of the global #oil spare production #capacity?
1- Spare capacity doesn't matter, what matters is the "effective spare capacity", which is what you can bring on line within 90 days of crude quality that buyers are willing to buy.

#OPEC
2- therefore, there are three conditions:
a- Supply: has to be produced within 90 days
b- Demand: Buyers are willing to buy it: crude quality and price wise
c- Delivery: Ability to deliver to byers. Stranded #oil production with no pipeline to transport should not be counted,
3- Effective spare capacity can be maintained for a long period if needed. Here we have to distinguish between "effective spare capacity" and "surge capacity." If those countries have to increase production only for few days, they can use surge capacity, which is way higher
Read 8 tweets
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Top bollinger V-bottomed on $INDU #Dow ... Put your seat belts on, equities about to rip... (Yet another confirmation signal $USDJPY about to run as well)
#Dow Daily: First Posted back in April 🤓 . Took longer than other indices but finally breaking out to ATHs. Updated chart with long term TLs, and although we have decent amount of room to run, #Dowjones is approaching a hard limit soon. #Markets #economy #stocks #SPX
#Dow Daily: $DOW backtested 13MA and bounced aggressively. Upper BB shape indicating strong push upwards to new ATH. Stoichs indicating one more pulse before a deeper pullback #Dowjones is approaching final high soon (purple). #Markets #economy #stocks #SPX
Read 22 tweets

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#Newsbud #selfish #FalseFlag #Ciswits #fake #ZuckIsFuqqed #blindeyesseetruth #Khashoggy #scams #Oil #capacity #UK #PSA #MSM #Audio #TradeWar #USVIA #PBS #QE #Alliance #SPY #Deflation #fbr #IndependenceDay #Muslim

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