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@rynokinsight "Week in review: YTD Perf XXXX% $SAND shares converted into $RGLD on the merger + Small capital contribution to the portfolio into $XOM The OFS sleeve killed it PMs were a laggard. Flip a coin if you want to guess how either sleeve will do in a given week this quarter. There are going to be some capital contributions to the portfolio this quarter. Where will it be deployed Likely: Bravo Mining Lundin Mining (on a pullback) Less likely: Chevron (event driven Venezuela) In research: US onshore battery manufacturers"
X Link @rynokinsight 2025-10-26T16:34Z XXX followers, 1533 engagements

"@taobanker Honestly a mf like Jim should know better. Corporate treasuries arent going to yolo into equities like degenerates or buy long bonds because rates are falling"
X Link @rynokinsight 2025-10-26T21:23Z XXX followers, XX engagements

"Week in review: YTD Perf XXXX% Gave up X points of performance on the drawdown. - $PTEN a hair down before the worst of it. Up to XXX% cash that I'd rather deploy into + $PUMP and $ACDC. Failing that if things get spicy in Venezuela + $CVX may happen. Short one this week on the road. The world's two largest economies going to the mattresses isn't great for AI slop. Not great for a lot of things. Great support for gold though. You know those money printers are just itching to start spewing digital dollarinos and everybody wants free money whether it be corporate or direct-to-consumer"
X Link @rynokinsight 2025-10-11T08:13Z XXX followers, XXX engagements

"Favorite energy oppos and thoughts: 1) $XOM has everything going for it: robust refining margins cost-advantaged offshore volumes being brought online at Exxons scale exposure to LNG exports and Guyana gas optionality stellar exploration short-cycle flexibility best-in-class R&D including direct lithium extraction commercialization. Exxon is top quality enjoys a premium valuation but it isnt expensive for what they deliver. Tens of billions are being spent on buybacks on top of ambitious organic and inorganic growth plans. I sleep like a baby with what can only be described as a morbidly"
X Link @rynokinsight 2025-10-24T11:49Z XXX followers, XXX engagements

"Conoco is going down the quality trail and Diamondback come up ahead of it. With the recent wind permit revocations I see political risk in the Willow Project. The inevitable U.S. political whipsaw is going to suck. Petrobras: LatAm parastatals are like willingly getting onto Mr. Bones Wild Ride (stress edition). I dont follow the name"
X Link @rynokinsight 2025-10-25T07:21Z XXX followers, XX engagements

"Tether is buying interest way down the quality trail on junior RoyaltyCos. I smell further consolidation"
X Link @rynokinsight 2025-10-25T11:06Z XXX followers, XXX engagements

"@zacurate Make sure to top off with Mobil1 Full Synthetic Extended Performance and everything should be fine. Dont use any other oil and stock up your garage with a couple boxes just to be safe. Stacking quarts nearby creates gestalt lubrication. $XOM"
X Link @rynokinsight 2025-10-25T13:01Z XXX followers, XX engagements

"How it feels to be balls-deep in ExxonMobil on a Sunday night $XOM"
X Link @rynokinsight 2025-10-26T22:08Z XXX followers, XXX engagements