Quote from: TDoS on Apr 29, 2026, 04:46 PMMy specialty pays quite well.

Bragging about how much you get paid is a violation of the CoC.  3 Days in the Cooler.

RE

Quote from: RE on Apr 29, 2026, 06:51 PM

Quote from: TDoS on Apr 29, 2026, 04:29 PMI've got a solid 6-8 inches on you, and probably 100# at that point in time.

Must have been someone else then. I don't remember talking to any 6'2" Fat Guys, so if I talked to you, it wasn't very memorable.

More like 5'10". You are quite short. And I told you, there wasn't supposed to be anything memorable. I'm really good at what I do, if only demonstrated by the quality of my diet not changing at all in these hard times. Why did Wendy think you were setting up an amusement park to demonstrate how cool it was to be Amish? And you are pimping the idea in FARM country...to the LOCALS?

You just seemed to be there to entertain folks with that electric scooter thing.

Quote from: RECan't say for sure whether I told a joke or not, but it's irrelevant. 

I don't think you told any jokes. You just said stuff, and then gave that random laugh as though you did. Again, as I said before but perhaps you missed, it shows up all over the place in your videos as well. And when you talk. No jokes needed.

Quote from: REYou don't recognize my jokes without clues, and I don't hand out clues, especially to fat trolls stalking southern redneck town fairs incognito.
RE

I don't recognize random laughter for whatever it is a symptom of either. And I was fat then. Lost 50# in the past 2 years though.

How long before you vast experience with suits and 3D printers is going to deliver the real world result of better tasting protein and more quantities of it?

Quote from: TDoS on May 02, 2026, 07:49 PMYou are quite short.

Either you can't add or you're a poor judge  of height.   I'm not Joe Pesci.  I'm the same height as Tom Cruise. 😀

RE

Quote from: RE on May 03, 2026, 01:24 AM

Quote from: TDoS on May 02, 2026, 07:49 PMYou are quite short.

Either you can't add or you're a poor judge  of height.   I'm not Joe Pesci.  I'm the same height as Tom Cruise. 😀

RE

Whatever you say. I am making my estimate based on how short you were compared to me. The 12 year old who came up and asked about your little electric skateboard thing was about your height, so my estimate seems pretty reasonable. 

Quote from: TDoS on May 03, 2026, 06:54 AMWhatever you say. I am making my estimate based on how short you were compared to me. The 12 year old who came up and asked about your little electric skateboard thing was about your height, so my estimate seems pretty reasonable. 

I was sitting on the scooter, dimwit.

RE

Quote from: RE on May 03, 2026, 09:55 AMI was sitting on the scooter, dimwit.
RE

No. You weren't. You had to get on the thing to show the kid who wandered by that you could do feats of daring do with it. All dressed in black, sort of like a small Johnny Cash. And how would you know anyway? You are the one claiming you don't even remember me being there and soaking more than half an hour of your time? And then I talked to Wendy, noticed Dave and Monsta sitting near her tent, and John explaining something undoubtedly bamboo-ish to others. Collected some literature. And then I left.

It was quite illustrative, in terms of getting a bead on who I had been dealing with.

He said, she said. 🙄

At the time, I COULDN'T stand up without having something to  brace myself against, and even then only briefly.  Certainly did not stand talking to a boring fat man.

RE

Quote from: RE on May 03, 2026, 01:04 PMHe said, she said. 🙄

Not at all. One of us has already described the events because we remember them. And the other has claimed no memory of said meeting. Your statement is contradicted by your previous claim of not remembering me at all. Tsk tsk.

Quote from: REAt the time, I COULDN'T stand up without having something to  brace myself against, and even then only briefly.

Well, the "briefly" could certainly be less than 30 minutes or so, as for a minute or two you were wobbling around demonstrating the toy like nature of that little electric scooter thing was when you weren't standing.

Perhaps you were still loaded from all the partying that weekend, and you can explain being able to stand as you were half in the bag?

Quote from: RECertainly did not stand talking to a boring fat man.
RE

Like I said, you can't claim to remember something when you've already claimed not to. I can only relate the facts of the matter. Facts are handy when working as a scientist. And they are easier to have when not half baked from a party masquerading as a sales pitch for a Amish park of some sort.

How well did your memory hold up after those cocaine partys you've described back in your Wall Street days? Any better than just boozing it up all weekend with friends?   

Quote from: TDoS on May 03, 2026, 07:17 PMHow well did your memory hold up after those cocaine partys you've described back in your Wall Street days? Any better than just boozing it up all weekend with friends?   

It works just fine.  It is selective though.  With people, I remember all the really hot women I ever met and anyone who had interesting ideas to chat about.  Anybody else is mostly a crap shoot, except for rude, fat, boring, stupid, anonymous and ugly people who I nearly always forget.  More than 1 of those attributes increases the chance you will be forgotten.  If the person also has interesting ideas besides being ugly for instance, it increase the chance I remember them.  So it's no surprise you didn't get a storage bin in the archives.


RE

Meanwhile, the price of Oil is currently at $75/bbl.  This of course because now that Chump & the I-a-toldya have electronically signed an MoU that nobody has seen and millions of barrels are now streaming out of Hormuz on their way to Happy Motorists aaround the world, right?  I seriously doubt this.

What is much more likely is that Demand Destruction is beginning to set in, growth has slowed to a snail's pace and a recession is now being priced in to the futures trade.  Oil is selling at $74 because they're not finding enough buyers even for the restricted amounts now currently available at prices of $80 and up, so they have to lower the price.  This also why they are slow to invest in drilling new wells and ramping up production.  The price won't crank back up until real physical shortages start appearing in markets that can afford to pay the high prices, like the FSoA.  Supply & Demand.  This is still a ways off.  How long?  Maybe our resident expert can make a world class analysis.  Ideally, skyrocketing prices and physical shortages will show up in October, a month before the elections.  That would seal Chump's fate, if the elections aren't rigged or cancelled.

RE

QuoteWhat is much more likely is that Demand Destruction is beginning to set in.

Suppliers need a bargain since current energy prices can't be supported.  You are not going to pay a lot for something you can't sell at a high enough price to cover your costs.  The question is, is this a lagging indicator of economic conditions or is it a leading indicator of market expectations.  Or both.  It looks to be both.

Sort of like telling the waitress you will wait for the fresh pot of coffee.

Looking at the graph it looks like the demand destruction was manifesting as a straight line down.

Quote from: RE on Jun 17, 2026, 12:38 AM
What is much more likely is that Demand Destruction is beginning to set in, growth has slowed to a snail's pace and a recession is now being priced in to the futures trade.  Oil is selling at $74 because they're not finding enough buyers even for the restricted amounts now currently available at prices of $80 and up, so they have to lower the price.  This also why they are slow to invest in drilling new wells and ramping up production.  The price won't crank back up until real physical shortages start appearing in markets that can afford to pay the high prices, like the FSoA.  Supply & Demand.  This is still a ways off.  How long?  Maybe our resident expert can make a world class analysis.  Ideally, skyrocketing prices and physical shortages will show up in October, a month before the elections.  That would seal Chump's fate, if the elections aren't rigged or cancelled.

RE

You heard it here first, as usual! 😀




"Demand" Stats are a lot like measurements of Unemployment.  The people who want to buy it are no longer in the workforce being measured.  If you stop buying it because you can't afford it, you no longer are considered part of the demand for oil.  Makes sense, right? lol.

RE

QuoteMaybe our resident expert can make a world class analysis.

He has talked about his ability to do a world class analysis  many times.  But from his perspective, to get oi from the ground all you do is put a straw in the ground and suck.  And remember he only talks about his abilities, and he never has demonstrated jack shit.  If you can show me any of his posts that hint at any world class knowledge, I'd like to see them.

And what exactly is 'jack shit'?  Inquiring minds want to know.

Quote from: K-Dog on Jul 10, 2026, 11:52 PM

QuoteMaybe our resident expert can make a world class analysis.

He has talked about his ability to do a world class analysis  many times.  But from his perspective, to get oi from the ground all you do is put a straw in the ground and suck.  And remember he only talks about his abilities, and he never has demonstrated jack shit.  If you can show me any of his posts that hint at any world class knowledge, I'd like to see them.

Not being an expert, the fact I identified Demand Destruction as the reason for the price of oil not reflecting the supply disruption a full month before the IEA published their expectations could be attributed to being a lucky guess.  Since I'm feeling lucky, I'll make a few more guesses.

Both the attacks on Russian and Iranian Oil supply are being directed at the behest of the Oil majors.  They are only tangentially because of Ukraine's persecution of ethnic Russians in Donbass and Crimea or Iran's Nuke development program.  They needed to get this supply off line in order to raise the price enough to bring the unconventional Oil in the FSoA, Canada and Brasil up to a profitable margin.  In the high $70s, they just about do that.  Where it was at in the low $60s they were bleeding money and capital for more drilling was drying up.

They have successfully killed Demand all across the poor countries in SE Asia and Africa.  This  will correlate directly to killing people, and the Demand won't be coming back to those places anytime soon.  They can't keep the price much above this without killing demand (and more people) in the slightly wealthier middle countries like Southern Europe and in South America and have the same effect.  Kill TOO MUCH Demand and there will be an oversupply of refining infrastructure that would have to be shut in.

China, which gets most of it's Oil from Russia and Iran has been insulated from the problems their neighbors have been facing because they maintained a large strategic reserve will at some point in the not too distant future need to start refilling those storage tanks to keep their industrial machine running.  This will likely occur before the Ruskies can fix all their broken hardware or the Iranians can star shipping Oil out in the quantities necessary.  That will put price pressure back on the market, and there will be another round of DD in wealthier countries.  Actual supply shortages will  result i more political upheavals.

War currently limited to Russian and Iranian infrastructure will expand to other countries.  Look for refineries and shipping ports being attacked in SA and Europe by Russians and Chinese proxies.  Possibly in the FSoA as well.  Neither country can allow the FSoA to remain operational selling oil while they are being bombed out of the market.

RE