# ![@jlhaggerty1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::617183712.png) @jlhaggerty1 Jim Haggerty

Jim Haggerty posts on X about $glng, germany, $nfe, china the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::617183712/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::617183712/c:line/m:interactions.svg)

- [--] Week [-----] +873%
- [--] Month [-----] +105%
- [--] Months [------] +101%
- [--] Year [------] +310%

### Mentions: [--] [#](/creator/twitter::617183712/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::617183712/c:line/m:posts_active.svg)

- [--] Week [--] +63%
- [--] Month [--] +89%
- [--] Months [---] +198%
- [--] Year [---] +151%

### Followers: [-------] [#](/creator/twitter::617183712/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::617183712/c:line/m:followers.svg)

- [--] Week [---] +2.20%
- [--] Month [---] +5.80%
- [--] Months [---] +15%
- [--] Year [---] +95%

### CreatorRank: [---------] [#](/creator/twitter::617183712/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::617183712/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  [finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [travel destinations](/list/travel-destinations)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [us election](/list/us-election)  [currencies](/list/currencies)  [social networks](/list/social-networks) 

**Social topic influence**
[$glng](/topic/$glng) #7, [germany](/topic/germany), [$nfe](/topic/$nfe), [china](/topic/china), [hungary](/topic/hungary), [money](/topic/money), [russia](/topic/russia), [debt](/topic/debt), [countries](/topic/countries), [budapest](/topic/budapest)

**Top accounts mentioned or mentioned by**
[@raphfel](/creator/undefined) [@lnginvestor](/creator/undefined) [@wanderinvestor](/creator/undefined) [@bourboncap](/creator/undefined) [@ulrichspeck](/creator/undefined) [@michaelaarouet](/creator/undefined) [@justfactstruth](/creator/undefined) [@drjstrategy](/creator/undefined) [@lalaahoh](/creator/undefined) [@themichaelevery](/creator/undefined) [@philippilk](/creator/undefined) [@irinaslav1](/creator/undefined) [@wise](/creator/undefined) [@vtchakarova](/creator/undefined) [@dlacalleia](/creator/undefined) [@ayusovalue](/creator/undefined) [@eurobriefing](/creator/undefined) [@minenergybiz](/creator/undefined) [@schuldensuehner](/creator/undefined) [@carlosmoram](/creator/undefined)

**Top assets mentioned**
[Golar LNG Ltd (GLNG)](/topic/$glng) [Edu3Labs (NFE)](/topic/$nfe) [Dell Technologies, Inc. (DELL)](/topic/dell) [NextDecade Corporation Common Stock (NEXT)](/topic/$next) [Morgan Stanley (MS)](/topic/morgan-stanley) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [NuCypher (NU)](/topic/$nu) [Elastic N.V. (ESTC)](/topic/$estc) [BlackRock Inc (BLK)](/topic/blackrock) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [MercadoLibre Inc (MELI)](/topic/$meli) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Blackstone Secured Lending Fund (BXSL)](/topic/$bxsl) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Palmer Square Capital BDC Inc. (PSBD)](/topic/$psbd) [Broadcom, Inc. (AVGO)](/topic/broadcom)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@FrogNews I come from a similar background as yours and have heard these numbers over the years but am still flabbergasted by them.Gotta love the 401k providers like the one in Boston with their ads about retirees in yachts or walking along the beach.not bloody likely for too many"  
[X Link](https://x.com/jlhaggerty1/status/1690760943196569600)  2023-08-13T16:23Z [--] followers, [--] engagements


"@IrinaSlav1 And meanwhile in China. https://archive.ph/FOPTx https://archive.ph/FOPTx"  
[X Link](https://x.com/jlhaggerty1/status/1696878512009892233)  2023-08-30T13:32Z [--] followers, [--] engagements


"@RyanMaue They should broadcast in China and see how that goes https://archive.ph/FOPTx https://archive.ph/FOPTx"  
[X Link](https://x.com/jlhaggerty1/status/1696879225641308188)  2023-08-30T13:35Z [--] followers, [---] engagements


"The media and the climate change lobby lied about the hottest summer ever: Sooner or later the general public will figure out that most of the extreme climate sky is falling howling is not true (in the manic way the MSM portrays it)"  
[X Link](https://x.com/jlhaggerty1/status/1712852448459555189)  2023-10-13T15:27Z [--] followers, [--] engagements


"@karelia_gold @AStullkowski @eugyppius1 So why does Germany go along with any US plan for it"  
[X Link](https://x.com/jlhaggerty1/status/1718895835335852055)  2023-10-30T07:41Z [--] followers, [--] engagements


"@Tsunehme @chigrl @Draper_SCDPCGC Something of that magnitude would be reported in local press and anyone paying that much will do extensive due diligence"  
[X Link](https://x.com/jlhaggerty1/status/1746598389280637207)  2024-01-14T18:21Z [--] followers, [--] engagements


"@kylamb8 Stroud above Allen.I think not"  
[X Link](https://x.com/jlhaggerty1/status/1746700804990337107)  2024-01-15T01:08Z [--] followers, [--] engagements


"@kylamb8 Allen has a longer track record and only player in NFL history to have [--] total TDs in [--] seasons.Stroud is very good but he's got to have a few seasons to prove it"  
[X Link](https://x.com/jlhaggerty1/status/1746710337569583245)  2024-01-15T01:46Z [--] followers, [--] engagements


"@wander_investor Any plans to revisit Budapest any time soon Find it a fascinating market even without the new Golden Visa program. Thx for the YouTube videos"  
[X Link](https://x.com/jlhaggerty1/status/1747374499958263864)  2024-01-16T21:45Z [--] followers, [--] engagements


"@Josh_Young_1 @chigrl Maybe to drive up prices and impact the US election.they wouldn't do that. would they"  
[X Link](https://x.com/jlhaggerty1/status/1773701694552973473)  2024-03-29T13:20Z [---] followers, [---] engagements


"@philippilk U.S. Balance Sheet At the National Consolidated Entity Level (In trillions of U.S. dollars) ASSETS: Market value of U.S. domestic businesses $55 U.S. financial claims on rest of world $26 Total financial assets $81 Real estate $83.5Durable goods equipment and inventories $11.2I"  
[X Link](https://x.com/jlhaggerty1/status/1773772002899235029)  2024-03-29T17:59Z [---] followers, [--] engagements


"@Raphfel Always hubris to climb up the development ladder in the western world and then decide that the other [--] billion folks can't have that same lifestyle. Fossil fuels got us most of the way and now the developing world will use them too"  
[X Link](https://x.com/jlhaggerty1/status/1773858030045573549)  2024-03-29T23:41Z [---] followers, [--] engagements


"@Raphfel Let's see him take that tone in Beijing or Delhi.they'd toss him out the window and the media knows that so they don't get aggressive in those places"  
[X Link](https://x.com/jlhaggerty1/status/1773859141741633667)  2024-03-29T23:45Z [---] followers, [--] engagements


"@CunneenKeith @philippilk Is that really what he was referring to Maybe just as simple as Hungary pursing investments from China which now France seems to be doing as well"  
[X Link](https://x.com/jlhaggerty1/status/1787908068388569188)  2024-05-07T18:11Z [---] followers, [--] engagements


"@jsm2334 @kevinnbass Are you counting the collateral damage of those mitigation efforts the impact to the education of the young alcohol & drug overdoses undiagnosed or undiagnosed diseases There are other excess deaths beyond the pandemic. as well as non medical costs"  
[X Link](https://x.com/jlhaggerty1/status/1788255050722120174)  2024-05-08T17:10Z [---] followers, [--] engagements


"@wander_investor And I will start at Quarterback instead Patrick Mahomes.both are equally likely"  
[X Link](https://x.com/jlhaggerty1/status/1788888669098476022)  2024-05-10T11:07Z [---] followers, [--] engagements


"@philippilk USA is still far richer than the total debt. It will be painful to raise taxes and slow spending but suicide may be a bit of a stretch"  
[X Link](https://x.com/jlhaggerty1/status/1792243941380853777)  2024-05-19T17:20Z [---] followers, [---] engagements


"@MA1984251984 @philippilk Raise taxes balance the budget as Clinton did and then begin to buy and retire debt. And debt to GDP ratio once again becomes sustainable"  
[X Link](https://x.com/jlhaggerty1/status/1792470381435183142)  2024-05-20T08:20Z [---] followers, [--] engagements


"@GeneSohoForum @johnrhanger With India Indonesia and other countries increasing their coal usage"  
[X Link](https://x.com/jlhaggerty1/status/1795772231798456502)  2024-05-29T11:00Z [---] followers, [--] engagements


"@MichaelAArouet and meanwhile in India Indiaspeak electricity demandset a freshrecord as surging temperatures boostwhats already thefastest growth in consumption ofany major economy. The grid operatorreported maximum demand of [---] gigawatts Wednesday"  
[X Link](https://x.com/jlhaggerty1/status/1796148354679775346)  2024-05-30T11:55Z [---] followers, [--] engagements


"@RadnorCapital Small but important impact on AMD and Broadcom as well"  
[X Link](https://x.com/jlhaggerty1/status/1796631231901147178)  2024-05-31T19:54Z [---] followers, [---] engagements


"@Raphfel Empathy for people that would have no empathy for them. Why not protest the way women are marginalized in many Muslim and other societies How about the tribal slaughters in parts of Africa or the war in Ukraine.they are "cause surfing" to get attention"  
[X Link](https://x.com/jlhaggerty1/status/1799772240088531002)  2024-06-09T11:55Z [---] followers, [--] engagements


"@minenergybiz Europe has little to no domestic energy resources that they use little info tech and now giving up this resource as well. Is anyone watching what is happening in Germany where will growth come from to pay for social programs defense and climate spending"  
[X Link](https://x.com/jlhaggerty1/status/1799775569263141280)  2024-06-09T12:08Z [---] followers, [--] engagements


"@mtd10mm How far is far right.the existential question"  
[X Link](https://x.com/jlhaggerty1/status/1800258897690628318)  2024-06-10T20:09Z [---] followers, [--] engagements


"@SpiegelPeter @de_NVA Can someone tell me how far is too far right. Far Right keeps being used but it's not been clearly defined that I can see"  
[X Link](https://x.com/jlhaggerty1/status/1800309189946069244)  2024-06-10T23:28Z [---] followers, [--] engagements


"@ChristinaPushaw Great article (w/ good data) in the debate between Gov DeSantis and Gov Hair Gel https://www.spiked-online.com/2024/06/10/how-california-became-a-warning-to-the-world/ https://www.spiked-online.com/2024/06/10/how-california-became-a-warning-to-the-world/"  
[X Link](https://x.com/jlhaggerty1/status/1800477550449410092)  2024-06-11T10:37Z [---] followers, [--] engagements


"@NoahCarl90 @Nigel_Farage They obviously do not know of this fellow He's been saying the same for [--] years and is a well known academic https://www.mearsheimer.com/wp-content/uploads/2019/06/Why-the-Ukraine-Crisis-Is.pdf https://www.mearsheimer.com/wp-content/uploads/2019/06/Why-the-Ukraine-Crisis-Is.pdf"  
[X Link](https://x.com/jlhaggerty1/status/1804842110488564088)  2024-06-23T11:41Z [---] followers, [--] engagements


"@minenergybiz And the West wants to give over control of their energy inputs to materials that China has more control of than OPEC does oil.it will take decades to build other substantial sources of those metals elsewhere"  
[X Link](https://x.com/jlhaggerty1/status/1807759572402114982)  2024-07-01T12:54Z [---] followers, [---] engagements


"@Josh_Young_1 The stark fist of reality on the electrify everything idea https://www.zerohedge.com/energy/ev-boosters-cannot-do-math https://www.zerohedge.com/energy/ev-boosters-cannot-do-math"  
[X Link](https://x.com/jlhaggerty1/status/1811049074608476449)  2024-07-10T14:45Z [---] followers, [----] engagements


"@wander_investor What are your latest thoughts on Hungary Seems like it is positioned nicely for Chinese investment and limited but positive investment from EU countries"  
[X Link](https://x.com/jlhaggerty1/status/1824168550002725077)  2024-08-15T19:37Z [---] followers, [--] engagements


"@Wise My ex- girlfriend's Dad traveled overseas frequently and taught me about using ATMs overseas and not converting currency at bank or other money changers"  
[X Link](https://x.com/jlhaggerty1/status/1828751163539493012)  2024-08-28T11:07Z [---] followers, [---] engagements


"@Wise Oh heck yeah. Used the card in Ireland for Euros and in Hungary for Forints. Worked like a charm"  
[X Link](https://x.com/jlhaggerty1/status/1828779065433804818)  2024-08-28T12:58Z [---] followers, [--] engagements


"@brusselssignal @Raphfel I think Volkswagen considering closing factories in Germany communicates the Coalition policies very clearly as well as the other manufacturing closures"  
[X Link](https://x.com/jlhaggerty1/status/1830661082517815521)  2024-09-02T17:36Z [---] followers, [--] engagements


"@afneil This going to to unleash more uncertainty into Germany & the EU as their liberal policies continue to fall short. https://www.bloomberg.com/news/features/2024-09-02/vw-weighs-factory-closures-as-china-targets-europe-s-ev-blunderssrnd=homepage-americas https://www.bloomberg.com/news/features/2024-09-02/vw-weighs-factory-closures-as-china-targets-europe-s-ev-blunderssrnd=homepage-americas"  
[X Link](https://x.com/jlhaggerty1/status/1830920087659827463)  2024-09-03T10:45Z [---] followers, [--] engagements


"@MichaelAArouet They taught the Chinese the finer points of manufacturing and watched them move up the sophistication curve using these techniques and wonder why their Chinese and soon to be EU markets are being impacted by BYD and others"  
[X Link](https://x.com/jlhaggerty1/status/1831024334103584837)  2024-09-03T17:39Z [---] followers, [--] engagements


"@wander_investor It will fascinating to watch as the center of power in the EU swings to Poland and others while Germany the EU paymaster struggles to stay relevant as BYD takes market share from them"  
[X Link](https://x.com/jlhaggerty1/status/1831025056966680900)  2024-09-03T17:42Z [---] followers, [--] engagements


"@IrinaSlav1 And to think they chastised Orban for encouraging BYD to build a factory in Hungary"  
[X Link](https://x.com/jlhaggerty1/status/1833950078161355171)  2024-09-11T19:25Z [---] followers, [--] engagements


"@boilerjoe99 @SullyCNBC Take your comments to Beijing & New Delhi as they now emit the most CO2.see how long you stay out of jail"  
[X Link](https://x.com/jlhaggerty1/status/1834552499941892592)  2024-09-13T11:19Z [---] followers, [--] engagements


"@MichaelAArouet And who will pay for the EU green energy transition and increased defense spending.Germany's debt brake won't allow it nor will France's debt burden"  
[X Link](https://x.com/jlhaggerty1/status/1839284387193696635)  2024-09-26T12:42Z [---] followers, [--] engagements


"@MichaelAArouet And who will pay for the EU Green Energy transition and their increased defense spending. Germany has a debt brake and France has a large debt burden"  
[X Link](https://x.com/jlhaggerty1/status/1839284879625789734)  2024-09-26T12:44Z [---] followers, [---] engagements


"@baldersdale Good to see Germany and the EU spending themselves into the poor house for (Global) climate change @Raphfel"  
[X Link](https://x.com/jlhaggerty1/status/1839286217810075872)  2024-09-26T12:49Z [---] followers, [--] engagements


"@kevindkillough Maybe he should scream that in the streets of Beijing and Delhi"  
[X Link](https://x.com/jlhaggerty1/status/1843750487260311683)  2024-10-08T20:29Z [---] followers, [--] engagements


"@Wise Only using ATMs and credit cards when I travel out of the country. Better exchange rate then converting currency. saved me plenty over the years"  
[X Link](https://x.com/jlhaggerty1/status/1843982966185427194)  2024-10-09T11:52Z [---] followers, [---] engagements


"@vtchakarova Hungary may do better with Trump in power and Chinese investments in the country"  
[X Link](https://x.com/jlhaggerty1/status/1856786772547731676)  2024-11-13T19:50Z [---] followers, [---] engagements


"@TomRodriguezDC @Geiger_Capital What will that Committee find that the DOJ didn't in the [--] years of investigating it"  
[X Link](https://x.com/jlhaggerty1/status/1859680903058030763)  2024-11-21T19:30Z [---] followers, [--] engagements


"@BenK_Data @Alicia_Smith19 @fakeserpounce Even though the DOJ didn't charge hm with anything after [--] years of investigation"  
[X Link](https://x.com/jlhaggerty1/status/1859681928594837896)  2024-11-21T19:34Z [---] followers, [--] engagements


"@BenK_Data @Alicia_Smith19 So [--] yrs of DOJ work on it with no charges doesn't count"  
[X Link](https://x.com/jlhaggerty1/status/1859682235739406368)  2024-11-21T19:36Z [---] followers, [--] engagements


"@wander_investor Exactly hitched their wagon to Putin for energy cuz he'd never try to blackmail you hitch your exports to China cuz they would never steal the tech and manufacture against you. turn off nuclear.whoops"  
[X Link](https://x.com/jlhaggerty1/status/1861047288702906536)  2024-11-25T14:00Z [---] followers, [--] engagements


"@Geo_papic @FT I think Trump's point is that we don't want to be the hegemon anymore.tired of NATO and burned by our past attempts at Global policeman.Happy to have Canada EU and other western countries step up. American consumer spend is still the biggest market and access costs money"  
[X Link](https://x.com/jlhaggerty1/status/1864024588201427174)  2024-12-03T19:11Z [--] followers, [---] engagements


"@MichaelAArouet Great insights on Germany https://europeanconservative.com/articles/analysis/how-to-fix-the-crumbling-german-economy/ https://europeanconservative.com/articles/analysis/how-to-fix-the-crumbling-german-economy/"  
[X Link](https://x.com/jlhaggerty1/status/1866095330321698838)  2024-12-09T12:19Z [--] followers, [---] engagements


"@BourbonCap $DELL looks more interesting than it has recently. $GLNG looks intriguing too"  
[X Link](https://x.com/jlhaggerty1/status/1866201737662480505)  2024-12-09T19:22Z [--] followers, [----] engagements


"@BourbonCap GLNG and NFE are interesting plays in the offshore LNG space. Small but worth keeping an eye on"  
[X Link](https://x.com/jlhaggerty1/status/1866235153363722732)  2024-12-09T21:35Z [--] followers, [---] engagements


"@Schuldensuehner Apparently the German voter will need more pain from energy costs and job losses. Loosening the debt brake will not solve the net zero mania that is crushing them"  
[X Link](https://x.com/jlhaggerty1/status/1866923808147324945)  2024-12-11T19:11Z [--] followers, [---] engagements


"@Ruth_S_WSL @Schuldensuehner Here's a different perspective. Not advocating just highlighting a different view https://www.realclearmarkets.com/articles/2024/12/09/germany_is_an_economic_model_for_what_not_to_do_1077166.html https://www.realclearmarkets.com/articles/2024/12/09/germany_is_an_economic_model_for_what_not_to_do_1077166.html"  
[X Link](https://x.com/jlhaggerty1/status/1867208033849249926)  2024-12-12T14:01Z [--] followers, [--] engagements


"@justfactstruth Oh yeah Egypt President talking to $GLNG CEO for ideas on importing nat gas. Go GLNG &NFE"  
[X Link](https://x.com/jlhaggerty1/status/1867297057687429206)  2024-12-12T19:54Z [--] followers, [---] engagements


"@BourbonCap Barron's listed it as one of the stocks to buy for the long term. Article in this week's publication"  
[X Link](https://x.com/jlhaggerty1/status/1868254280383430832)  2024-12-15T11:18Z [--] followers, [---] engagements


"@BourbonCap I would suggest that $ESTC and $SNOW are worth a look as well"  
[X Link](https://x.com/jlhaggerty1/status/1870145548411646011)  2024-12-20T16:33Z [--] followers, [---] engagements


"@Mio_Mind @Schuldensuehner Depends on what happens to the USD vs the Euro as well"  
[X Link](https://x.com/jlhaggerty1/status/1870415826530279613)  2024-12-21T10:27Z [--] followers, [--] engagements


"@wander_investor All depends on whose net zero madness burns down their industrial base faster"  
[X Link](https://x.com/jlhaggerty1/status/1873704810517860762)  2024-12-30T12:16Z [--] followers, [---] engagements


"@Raphfel @_FriedrichMerz @elonmusk The German media and politicians didn't hesitate to weigh in on Trump and the US election.at least Musk has invested big money in Germany and has a vested interest in it's success"  
[X Link](https://x.com/jlhaggerty1/status/1873706700789928065)  2024-12-30T12:24Z [--] followers, [--] engagements


"@debearand @CGasparino @JoeBiden That is complete nonsense. Here is Reagan's press conference [--] weeks before he left office. compare to Joe Biden. read Peggy Noonan in the WSJ https://www.youtube.com/watchv=t_puNc2MpCA https://www.youtube.com/watchv=t_puNc2MpCA"  
[X Link](https://x.com/jlhaggerty1/status/1873796352435773702)  2024-12-30T18:20Z [--] followers, [--] engagements


"@wander_investor Bolt has been a godsend in Hungary. Those taxi drivers were the definition of highway robbery"  
[X Link](https://x.com/jlhaggerty1/status/1875175070806810762)  2025-01-03T13:39Z [--] followers, [--] engagements


"@SullyCNBC @PowerLunch $NFE is another name of interest"  
[X Link](https://x.com/jlhaggerty1/status/1875176006929330448)  2025-01-03T13:42Z [--] followers, [---] engagements


"@LJDebt @dlacalle_IA Exactly where is that Central Bank going to be India and China agreeing on monetary policy while dueling on borders and other geopolitics.not happening"  
[X Link](https://x.com/jlhaggerty1/status/1875275656797548860)  2025-01-03T20:18Z [--] followers, [--] engagements


"@LJDebt @dlacalle_IA That was the point of the idea of where will it be located or another way of saying who will control monetary policy and which economy will it serve"  
[X Link](https://x.com/jlhaggerty1/status/1875508635201384713)  2025-01-04T11:44Z [--] followers, [--] engagements


"@AndrewCMcCarthy Denied by the Appeals Court"  
[X Link](https://x.com/jlhaggerty1/status/1876708008303927336)  2025-01-07T19:10Z [--] followers, [--] engagements


"@wander_investor Learn something new every day"  
[X Link](https://x.com/jlhaggerty1/status/1876742628877713766)  2025-01-07T21:28Z [--] followers, [---] engagements


"@Schuldensuehner Well I think he should cut off exports to the. USA. And put tariffs on German Companies with plants in the USA. Trump will certainly shake in his boots then.or maybe not"  
[X Link](https://x.com/jlhaggerty1/status/1878396330705408076)  2025-01-12T10:59Z [--] followers, [---] engagements


"@vtchakarova And yet when Orban brought the Chinese BYD to Hungary it was nearly treason.hypocrisy.not saying he's correct but double standards for sure"  
[X Link](https://x.com/jlhaggerty1/status/1880972758617887146)  2025-01-19T13:37Z [--] followers, [--] engagements


"@dlacalle_IA Let her make this speech in Delhi and Beijing"  
[X Link](https://x.com/jlhaggerty1/status/1881753463027356020)  2025-01-21T17:19Z [--] followers, [---] engagements


"@philippilk Pressman writing the note (after election) stating that Orban gambled with the future of the relationship between USA & Hungary by supporting Trump openly was classic. No mention of Starmer sending Labour folks to USA for Harris campaign. What a clown"  
[X Link](https://x.com/jlhaggerty1/status/1882180701531041961)  2025-01-22T21:37Z [--] followers, [--] engagements


"@philippilk Bug difference between low end AI and high end AI abilities. Pretty sure Google and OpenAI aren't in panic mode quite yet"  
[X Link](https://x.com/jlhaggerty1/status/1882961157243486501)  2025-01-25T01:18Z [--] followers, [---] engagements


"@JavierBlas Ruble falling inflation rising and oil prices may go down.Putin losing degrees of freedom quickly"  
[X Link](https://x.com/jlhaggerty1/status/1882961571707847149)  2025-01-25T01:19Z [--] followers, [--] engagements


"@SullyCNBC @FactSet Gotta love $ET and the software names like $SNOW and $ESTC for good AI plays"  
[X Link](https://x.com/jlhaggerty1/status/1884675840568336504)  2025-01-29T18:51Z [--] followers, [--] engagements


"@vtchakarova I followed your suggestions as an American. I'm looking at Hungary for opportunities"  
[X Link](https://x.com/jlhaggerty1/status/1885413951241916424)  2025-01-31T19:44Z [--] followers, [---] engagements


"@dlacalle_IA As the great Aerosmith song says.Dream On"  
[X Link](https://x.com/jlhaggerty1/status/1886472173969109225)  2025-02-03T17:49Z [--] followers, [--] engagements


"@dlacalle_IA I agree but don't see a culture of risk taking and business startup development in many EU countries. The lack of interest in the equities markets in many EU countries appears to be a risk avoidance mentality. Hard to shake those mindsets and remove the stigma of failure"  
[X Link](https://x.com/jlhaggerty1/status/1887190146090455051)  2025-02-05T17:22Z [--] followers, [--] engagements


"@vtchakarova As an American we do want want global hegemony A multi-polar world is just fine"  
[X Link](https://x.com/jlhaggerty1/status/1888191704940925358)  2025-02-08T11:42Z [--] followers, [---] engagements


"@vtchakarova It will force the west to diversify supply chains and demonstrate the vulnerability of having China as the main source for many of these materials. Painful in the short run but better for security in the long run.Greenland time"  
[X Link](https://x.com/jlhaggerty1/status/1888198348626182243)  2025-02-08T12:09Z [--] followers, [---] engagements


"@Raphfel In the words of the great Forrest Gump " stupid is as stupid does.""  
[X Link](https://x.com/jlhaggerty1/status/1889672028195565834)  2025-02-12T13:44Z [--] followers, [--] engagements


"@Uber I received your email for preferred currency pricing and would like to opt out. I have searched the "wallet" tab for the opt out option for payments but can not find it. Can you point it out the exact location within the Wallet tab"  
[X Link](https://x.com/jlhaggerty1/status/1890359414315487358)  2025-02-14T11:16Z [--] followers, [--] engagements


"@battleforeurope As an American I'd be happy if you kept us out. We have our own issues and Europe is more than capable of handling it. Not sure Putin is as trustworthy as you and Merkel seem to think but I doubt he's intent on rebuilding the Soviet Union. Latvia & Lithuania might be next tho"  
[X Link](https://x.com/jlhaggerty1/status/1896891149237035221)  2025-03-04T11:51Z [--] followers, [---] engagements


"@Wise Crete have not been to Greece before and heard great things"  
[X Link](https://x.com/jlhaggerty1/status/1902338850896171167)  2025-03-19T12:38Z [--] followers, [---] engagements


"@LNG_Investor_ Looks like $GLNG may finally be making progress in Argentina.fingers crossed https://x.com/gabcasla/status/1901641586934509737 $GLNG YPF's CEO can say it louder but can't say it clearer Last Friday Horacio participated in a conference in Houston: Phase [--] of the Argentina LNG project which consists of [--] Golar vessels will be FID next April. The offtaker will likely be Germany https://t.co/WWircexNyU https://x.com/gabcasla/status/1901641586934509737 $GLNG YPF's CEO can say it louder but can't say it clearer Last Friday Horacio participated in a conference in Houston: Phase [--] of"  
[X Link](https://x.com/jlhaggerty1/status/1902341184506433863)  2025-03-19T12:47Z [--] followers, [---] engagements


"@fwred Ok only Germany Netherlands and maybe Ireland have the ability to raise significant debt levels.what will joint debt do to those countries that don't have that fiscal debt space: France Italy Portugal Greece etc.bond yields heading higher in the EU"  
[X Link](https://x.com/jlhaggerty1/status/1903192103439491393)  2025-03-21T21:08Z [--] followers, [--] engagements


"@LNG_Investor_ Great news for $GLNG.did you listen to the Stifel call with Wes Edens of $NFE Things seem to improving with their Brazil efforts"  
[X Link](https://x.com/jlhaggerty1/status/1903225976110088608)  2025-03-21T23:23Z [--] followers, [---] engagements


"@cate_long Does this have any relevance or bearing on the FEMA payment for Puerto Rico that $NFE is reportedly waiting on"  
[X Link](https://x.com/jlhaggerty1/status/1903445088375570761)  2025-03-22T13:54Z [--] followers, [--] engagements


"@EnergyAbsurdity @SecRubio Bessent is a close 2nd.Navarro and Lutnick should be on mute permanently"  
[X Link](https://x.com/jlhaggerty1/status/1918018673450860686)  2025-05-01T19:04Z [---] followers, [--] engagements


"@jimiuorio It will take time for the growth initiatives to work and I think it will take a financial crisis for these politicians to cut spending. The general public doesn't understand the situation and won't understand spending cuts until we experience a massive shock. Another GFC coming"  
[X Link](https://x.com/jlhaggerty1/status/1925638304625471631)  2025-05-22T19:42Z [---] followers, [--] engagements


"@nnzp1730 Demographics in China may help drive deflation. May help to counter the tariff inflation but we will see"  
[X Link](https://x.com/jlhaggerty1/status/1927756449427451942)  2025-05-28T15:58Z [---] followers, [--] engagements


"@battleforeurope Isn't Trump talking about re-starting Nord Stream The USA can sell it's LNG anywhere. There's a huge global market and will use it at home for an AI power source. The EU gets nat gas from Norway and can buy LNG from Qatar and Australia"  
[X Link](https://x.com/jlhaggerty1/status/1928407621364584889)  2025-05-30T11:06Z [---] followers, [--] engagements


"@DrJStrategy $DELL"  
[X Link](https://x.com/jlhaggerty1/status/1929651281377087635)  2025-06-02T21:28Z [---] followers, [--] engagements


"@dpatrikarakos Anduril in the USA is building drone fighter jets and submarines using AI. Fascinating stuff Anduril Industries"  
[X Link](https://x.com/jlhaggerty1/status/1931331633208004977)  2025-06-07T12:45Z [---] followers, [--] engagements


"@nbptpilot @cate_long @bayblackdiamond I read both commentaries in the FEMA payment. Why does she think that S&P or Fitch have any more detailed insights on FEMA payment than anyone else The money is owed"  
[X Link](https://x.com/jlhaggerty1/status/1931342992666734664)  2025-06-07T13:30Z [---] followers, [--] engagements


"@Pulltopar Amen to that. $GLNG has been at this so long and needs to extract the value that has been created over the last [--] yrs or so. Selling just when the flywheel of cash flow and value creation is kicking off would be a shame. Wait [--] or [--] yrs generate dividends then sell for $80-100"  
[X Link](https://x.com/jlhaggerty1/status/1933132027047379089)  2025-06-12T11:59Z [---] followers, [---] engagements


"@Pulltopar I believe that Tor Olav Troim has been driving $GLNG for so long with all the ups & downs over the yrs that he must want to get full value for all that effort. Fingers crossed. I'd take a sizable special dividend in the meantime"  
[X Link](https://x.com/jlhaggerty1/status/1933142723223023795)  2025-06-12T12:41Z [---] followers, [---] engagements


"@Carlos_MoraM Hoping this coming week we will finally see some positive movement with $GLNG too"  
[X Link](https://x.com/jlhaggerty1/status/1933839834788814857)  2025-06-14T10:52Z [---] followers, [---] engagements


"@AyusoValue If only the stock price would react to these valuable changes in trajectory at $GLNG"  
[X Link](https://x.com/jlhaggerty1/status/1937413391204708831)  2025-06-24T07:32Z [---] followers, [---] engagements


"@ChrisVonheim $GLNG.all the long years and hard work are paying off and they have the best FLNG systems in the market. "  
[X Link](https://x.com/jlhaggerty1/status/1942219569080172900)  2025-07-07T13:50Z [---] followers, [---] engagements


"@YieldCurveBalI Thanks great article. We will see if Wes Edens can execute the pivot towards cash flow.He doesn't have much experience running a large scale infrastructure firm but his capital markets knowledge and contacts are vast. Fingers crossed that helps"  
[X Link](https://x.com/jlhaggerty1/status/1942909701873623188)  2025-07-09T11:32Z [---] followers, [--] engagements


"@new_fortress Please just get the balance sheet issues sorted out so the shareholders can stop bleeding. Love the company but the losses in the share price is hurting those of us that believe in $NFE. Best of luck with the business"  
[X Link](https://x.com/jlhaggerty1/status/1943043660938916197)  2025-07-09T20:24Z [---] followers, [---] engagements


"@LaLaAhOh @cate_long Thanks for all your insights. Very helpful understanding $nfe Much appreciated"  
[X Link](https://x.com/jlhaggerty1/status/1943412224040567229)  2025-07-10T20:49Z [---] followers, [---] engagements


"@justfactstruth Price for $GLNG better be in 70s or 80s. Otherwise Tor Olav is not seeing full value for the long term cash flows that will be the reward for what he has built over [--] years. I'd be surprised if he sells it that fast rather than wait a couple of years"  
[X Link](https://x.com/jlhaggerty1/status/1945154950998204475)  2025-07-15T16:14Z [---] followers, [----] engagements


"@justfactstruth @BlackRock But why would $GLNG and Tor Olav sell until they can sign another contract or [--] and increase the cash flow pipeline The stock is worth double it's current price in a couple of years"  
[X Link](https://x.com/jlhaggerty1/status/1945159130936713647)  2025-07-15T16:30Z [---] followers, [---] engagements


"@justfactstruth Was there a court case in the USA that involved YPF and some American HF looking to get their shares back Seemed like a problem for YPF"  
[X Link](https://x.com/jlhaggerty1/status/1945573888995586359)  2025-07-16T19:58Z [---] followers, [---] engagements


"@LaLaAhOh Really appreciate your work on this situation and keeping us informed. Very kind of you. Fingers crossed $NFE sorts this out and starts upward momentum"  
[X Link](https://x.com/jlhaggerty1/status/1945594823807045961)  2025-07-16T21:22Z [---] followers, [---] engagements


"@NigelForrester9 @mmjukic @palladiummag I think he's pointing out The Economist and other media praising Spain's economy and others for the large tourism aspect but that it doesn't add prosperity as much as industry based economies.at least that's how I read it"  
[X Link](https://x.com/jlhaggerty1/status/1946210102517866881)  2025-07-18T14:07Z [---] followers, [---] engagements


"@Carlos_MoraM And unfortunately $GLNG still in lower $40s.I'm patient and understand the need for another contract but should would be nice to see a move near 50"  
[X Link](https://x.com/jlhaggerty1/status/1946551649910321370)  2025-07-19T12:44Z [---] followers, [---] engagements


"@Contrarian1334 Bain and $LNC already working closely together https://www.lincolnfinancial.com/public/aboutus/newsroom/pressreleases/Lincoln-Financial-and-Bain-Capital-announce-long-term-strategic-partnership https://www.lincolnfinancial.com/public/aboutus/newsroom/pressreleases/Lincoln-Financial-and-Bain-Capital-announce-long-term-strategic-partnership"  
[X Link](https://x.com/jlhaggerty1/status/1946609676084527158)  2025-07-19T16:34Z [---] followers, [--] engagements


"@minenergybiz $FCX"  
[X Link](https://x.com/jlhaggerty1/status/1946620942886809985)  2025-07-19T17:19Z [---] followers, [--] engagements


"@LNG_Investor_ I'd take half my entry point at this stage.gotta be some kind of announcement there soon. PR situation coming to a head. If they can survive it then I'd take a fee for using the infrastructure and sell the gas elsewhere.fingers crossed"  
[X Link](https://x.com/jlhaggerty1/status/1951250389883371557)  2025-08-01T11:55Z [---] followers, [---] engagements


"@justfactstruth Would be phenomenal for $GLNG"  
[X Link](https://x.com/jlhaggerty1/status/1951252166418522130)  2025-08-01T12:02Z [---] followers, [---] engagements


"@LNG_Investor_ He knows enough to wait until another contract or two are signed and he outlines what the spending will be to support those projects.much clearer in [--] months or so.still believe buyout price is in 70s or 80s. Infrastructure PE firm like Stone Peak would be ideal"  
[X Link](https://x.com/jlhaggerty1/status/1952522534072582638)  2025-08-05T00:10Z [---] followers, [---] engagements


"@LNG_Investor_ Not in the $60's either. Tor Olav has been at this for [--] years. No way he sells without getting full value for the cash flow flywheel he has spent over a decade building.and a fewbusiness near death experiences along the way"  
[X Link](https://x.com/jlhaggerty1/status/1952524133952012358)  2025-08-05T00:16Z [---] followers, [---] engagements


"@LNG_Investor_ Not as bad as $NFE but certainly some serious missteps in that time period"  
[X Link](https://x.com/jlhaggerty1/status/1952524745565475286)  2025-08-05T00:19Z [---] followers, [---] engagements


"@LaLaAhOh Wow talk about a telenovela.not sure how this impacts $NFE but have to hope that it helps bring reasonable decision making to the board and the contract process but could cause a timeline mess for Wes"  
[X Link](https://x.com/jlhaggerty1/status/1952690188326502429)  2025-08-05T11:16Z [---] followers, [---] engagements


"@LNG_Investor_ Looks like Trump may have fired PR oversight board. https://www.breitbart.com/politics/2025/08/04/exclusive-trump-axes-five-members-financial-oversight-management-board-puerto-rico/ https://www.breitbart.com/politics/2025/08/04/exclusive-trump-axes-five-members-financial-oversight-management-board-puerto-rico/"  
[X Link](https://x.com/jlhaggerty1/status/1952700357026480253)  2025-08-05T11:56Z [---] followers, [---] engagements


"@nypaul61 @jonnajarian @davidfaber @SenWarren @ZohranKMamdani @andrewrsorkin @BeckyQuick @JoeSquawk Spot on Always throw fair share out there but when you ask who defines it.then you get a Kamala style word salad"  
[X Link](https://x.com/jlhaggerty1/status/1952702438202327328)  2025-08-05T12:05Z [---] followers, [--] engagements


"@SFarringtonBKC Great research .been in $LYB for a few months now. Hope it works out as you suggest. Nicely done"  
[X Link](https://x.com/jlhaggerty1/status/1952855449839255852)  2025-08-05T22:13Z [---] followers, [---] engagements


"@EnergyAbsurdity @UnionPacific @nscorp @Forbes Great article and very timely given the hit to $LYB and $DOW. Thanks"  
[X Link](https://x.com/jlhaggerty1/status/1953147705695584650)  2025-08-06T17:34Z [---] followers, [---] engagements


"@Asker_itwasme And I see that $NFE submitted a contract on Tuesday curiouser and curiouser.They must have some view on how to play this situation and some legal advisors knowledgeable about how this might work out"  
[X Link](https://x.com/jlhaggerty1/status/1953800726141878527)  2025-08-08T12:49Z [---] followers, [----] engagements


"@LaLaAhOh Looks the end is near for $NFE equity. Reading the request for 10Q extension sounds like a prepackaged bankruptcy.what a mess.hope I am wrong "  
[X Link](https://x.com/jlhaggerty1/status/1955271474194866612)  2025-08-12T14:13Z [---] followers, [---] engagements


"@wander_investor No hope for A.I. with high energy costs and no tech leadership but the EU can nail the plastic cap tech for sure"  
[X Link](https://x.com/jlhaggerty1/status/1955619601418764727)  2025-08-13T13:17Z [---] followers, [---] engagements


"@christankerfund I know they need capital for these new builds but a divi increase would be nice. Realize it's a money printer in a couple of yrs but still doesn't hurt to want things.haha"  
[X Link](https://x.com/jlhaggerty1/status/1955947386578055416)  2025-08-14T10:59Z [---] followers, [---] engagements


"@gabcasla It's been a long time coming but finally looks like the stock will move significantly in next [--] years or Tor Olav will arrange a buyout.fingers crossed.Thanks for the update"  
[X Link](https://x.com/jlhaggerty1/status/1955968404776419365)  2025-08-14T12:23Z [---] followers, [---] engagements


"@AyusoValue It's been all about patience holding $GLNG but hope springs eternal and I concur they are finally hitting the massive growth trajectory that we all bet on. Thanks"  
[X Link](https://x.com/jlhaggerty1/status/1955970610179309812)  2025-08-14T12:31Z [---] followers, [---] engagements


"@LaLaAhOh @EduardoLLanoM Just like Cate Long he's most likely working with the bondholders to force a restructuring.always curious who they think will replace NFE and run the terminal and supply to LNG at Henry Hub.or back to diesel"  
[X Link](https://x.com/jlhaggerty1/status/1955999577871392831)  2025-08-14T14:26Z [---] followers, [--] engagements


"@VladislavHr @LaLaAhOh 8/14/2025 SEC Filings - New Fortress Energy Inc:* NEW FORTRESS ENERGY INC - AMENDS ULCA WITH NATIXIS AND LENDERS -* NFE - UNDER AMENDMENT COMMITMENTS REDUCED FROM $195000 TO $155000 ON OCT [--] [----] -NFE INC - 9th AMENDMENT EXTENDS MATURITY DATE TO NOVEMBER [--] 2025"  
[X Link](https://x.com/jlhaggerty1/status/1956304469261533229)  2025-08-15T10:38Z [---] followers, [---] engagements


"@VladislavHr @LaLaAhOh So in your view is this a good thing for $NFE given the serious financial situation"  
[X Link](https://x.com/jlhaggerty1/status/1956333551353237599)  2025-08-15T12:34Z [---] followers, [---] engagements


"@nbptpilot @SFarringtonBKC De facto bankrupt with $1.4 billion in current assets and more assets to sell"  
[X Link](https://x.com/jlhaggerty1/status/1956818896255635795)  2025-08-16T20:42Z [---] followers, [---] engagements


"@nbptpilot @SFarringtonBKC It's not good that's for sure. But it's cash flow mismatch that's killing them. Wes should be able to sort that out. LUMN survived it and so did WPRT. Not great outcomes but not an equity wipeout either .the bond markets have been wrong plenty of times before. But right too"  
[X Link](https://x.com/jlhaggerty1/status/1956835343744872526)  2025-08-16T21:47Z [---] followers, [---] engagements


"@Eric_J_Brooks @TheMichaelEvery I believe the Govt of Taiwan is a shareholder in TSMC. Does Korean Govt have a stake in Samsung"  
[X Link](https://x.com/jlhaggerty1/status/1958120941503877294)  2025-08-20T10:56Z [---] followers, [--] engagements


"@dnystedt Taiwan Govt has shares in TSMC Does Korean Govt have shares in Samsung"  
[X Link](https://x.com/jlhaggerty1/status/1958124421685916152)  2025-08-20T11:10Z [---] followers, [--] engagements


"@Eric_J_Brooks @TheMichaelEvery Per wikipedia Govt of Taiwan is largest shareholder in TSMC. Not sure about Samsung.yeah Trump wants equity in lieu of the free money grants that Biden gave them. Talk of non -voting shares but we will see"  
[X Link](https://x.com/jlhaggerty1/status/1958143075387064389)  2025-08-20T12:24Z [---] followers, [--] engagements


"@Arrogance_0024 I see that German real estate developers are buying up Warsaw.Krakow next I am sure. for when they all seek sanctuary from the western madness"  
[X Link](https://x.com/jlhaggerty1/status/1958499830851887228)  2025-08-21T12:02Z [---] followers, [--] engagements


"@SFarringtonBKC @sascmllc The trading in $NFE seems to have settled down. Calm before the storm"  
[X Link](https://x.com/jlhaggerty1/status/1958564414786814165)  2025-08-21T16:18Z [---] followers, [---] engagements


"@danielnewmanUV Critical for our national security"  
[X Link](https://x.com/jlhaggerty1/status/1958950140846248188)  2025-08-22T17:51Z [---] followers, [---] engagements


"@dnystedt Yet the Govt of Taiwan is their largest shareholder and we are their only defense"  
[X Link](https://x.com/jlhaggerty1/status/1958950484477186475)  2025-08-22T17:52Z [---] followers, [--] engagements


"@LaLaAhOh I agree completely. I'm just speculating that $NFE wants to nail it down as solid as possible. Get the ducks in a row as it were. Or Wes needs to find an exit strategy quickly before they end up in financial difficulties beyond repair.he has to have a plan B at this stage"  
[X Link](https://x.com/jlhaggerty1/status/1959769684967923914)  2025-08-25T00:07Z [---] followers, [---] engagements


"@JEUninformed He says the same about his other company $GLNG.been a long wait there too.he's big on Trump like exaggeration but doesn't mean he's wrong"  
[X Link](https://x.com/jlhaggerty1/status/1960059964350931119)  2025-08-25T19:21Z [---] followers, [----] engagements


"@ggreenwald So how do we handle it when the Democrats purposely take advantage of this by allowing in millions of illegals in [--] yrs and then demand due process knowing full well the system can not process them for many yrs. All while more come in every time they are in power. We are doomed"  
[X Link](https://x.com/jlhaggerty1/status/1960111080576807008)  2025-08-25T22:44Z [---] followers, [--] engagements


"@Wise Budapest.lovely city and reasonable costs.and plenty of English for those of us that can not master Hungarian"  
[X Link](https://x.com/jlhaggerty1/status/1960670584343552145)  2025-08-27T11:47Z [---] followers, [---] engagements


"@gregorbas1 He was but also very close ties to Russia. Joined Gazprom after politics I think"  
[X Link](https://x.com/jlhaggerty1/status/1960799711469953521)  2025-08-27T20:20Z [---] followers, [--] engagements


"@TraderNorway @jw16124145 I'll take some dilution if they get the balance sheet in order. There is very large potential upside here and Wes Edens while not a great CEO is very experienced in bond markets. He has a weak hand self inflicted but I'm willing to bet he will find a solution for $NFE"  
[X Link](https://x.com/jlhaggerty1/status/1963905464715948316)  2025-09-05T10:02Z [---] followers, [---] engagements


"@mihail_EDideas $GLNG needs the exposure. Great story that seems to be missed by the market"  
[X Link](https://x.com/jlhaggerty1/status/1963967978724102236)  2025-09-05T14:10Z [---] followers, [---] engagements


"@DrJStrategy I wonder if $FCX will get involved with M&A this cycle Either as a buyer or being bought"  
[X Link](https://x.com/jlhaggerty1/status/1965227071103455371)  2025-09-09T01:33Z [---] followers, [---] engagements


"@AyusoValue What's their target price for $GLNG thanks"  
[X Link](https://x.com/jlhaggerty1/status/1965390184046018567)  2025-09-09T12:21Z [---] followers, [---] engagements


"@LNG_Investor_ why is $NEXT getting hammered"  
[X Link](https://x.com/jlhaggerty1/status/1965778336141217998)  2025-09-10T14:04Z [---] followers, [----] engagements


"@valuesci Thanks for posting this. I hope he is right. $GLNG"  
[X Link](https://x.com/jlhaggerty1/status/1966471282620346603)  2025-09-12T11:57Z [---] followers, [---] engagements


"@amlivemon Maybe but not in manufacturing.energy costs staying low will be key"  
[X Link](https://x.com/jlhaggerty1/status/1967985714920034774)  2025-09-16T16:15Z [---] followers, [---] engagements


"@ecommerceshares @GoLongNotShort But if you factor in energy costs then the USA beats the EU and in trouble vs China.enter tariffs"  
[X Link](https://x.com/jlhaggerty1/status/1968304856294367538)  2025-09-17T13:23Z [---] followers, [--] engagements


"@GlobalPropGuide Any data on Budapest Thanks"  
[X Link](https://x.com/jlhaggerty1/status/1968653811406311870)  2025-09-18T12:30Z [---] followers, [---] engagements


"@nnzp1730 And Kimmel celebrated when Tucker Carlson was fired from Fox during their legal issues"  
[X Link](https://x.com/jlhaggerty1/status/1968670861533040894)  2025-09-18T13:38Z [---] followers, [--] engagements


"@wander_investor Thank you. Low yields for sure"  
[X Link](https://x.com/jlhaggerty1/status/1970114633664024783)  2025-09-22T13:15Z [---] followers, [--] engagements


"@LNG_Investor_ Sounds like the IEA and oil a few years ago.but now we need more investment.what happened to stranded assets"  
[X Link](https://x.com/jlhaggerty1/status/1970115069095666127)  2025-09-22T13:16Z [---] followers, [---] engagements


"@amlivemon And the Fed just now realizing that their tightening with rates & balance sheet actions over last few years have really nailed small business and small banks"  
[X Link](https://x.com/jlhaggerty1/status/1970116885099548906)  2025-09-22T13:24Z [---] followers, [---] engagements


"@AyusoValue I believe it's the first major Wall St firm to initiate coverage in many years. I think Morgan Stanley covered it about a decade ago.About time for some high level exposure"  
[X Link](https://x.com/jlhaggerty1/status/1972996684021121481)  2025-09-30T12:07Z [---] followers, [---] engagements


"@BourbonCap My head spins when I think of the combination of advanced A.I. robotic surgery integrated with all the data that $ISRG has accumulated over its years in business"  
[X Link](https://x.com/jlhaggerty1/status/1973361972491198713)  2025-10-01T12:18Z [---] followers, [---] engagements


"@PolyluminaMed @BourbonCap How does it destroy $ISRG They own the robots and the data from all those years of da vinci surgery"  
[X Link](https://x.com/jlhaggerty1/status/1973362387244970110)  2025-10-01T12:20Z [---] followers, [--] engagements


"@PolyluminaMed @BourbonCap Thanks I thought I was missing something. Seems like $ISRG will benefit greatly but already in the stock it appears"  
[X Link](https://x.com/jlhaggerty1/status/1973443381184573877)  2025-10-01T17:42Z [---] followers, [--] engagements


"@BourbonCap @theTIKR Seems like AMZN scare in Brazil is overdone in relation to $MELI stock"  
[X Link](https://x.com/jlhaggerty1/status/1973815130564800993)  2025-10-02T18:19Z [---] followers, [---] engagements


"@SofiaHCBBG I wonder if HUngary is driven more by Budapest or the markets outside the City. @wander_investor as you said about Hungary"  
[X Link](https://x.com/jlhaggerty1/status/1974148196416041221)  2025-10-03T16:23Z [---] followers, [---] engagements


"@MykeChaz @jimiuorio It seems like he's using law enforcement instead of troops. Either can do the job"  
[X Link](https://x.com/jlhaggerty1/status/1974151072148287916)  2025-10-03T16:34Z [---] followers, [--] engagements


"@JavierBlas Hydro is rather location specific.great if available like Niagara Falls but very difficult to create without geography already in place.certainly renewable but not very repeatable"  
[X Link](https://x.com/jlhaggerty1/status/1975889342376947996)  2025-10-08T11:41Z [---] followers, [--] engagements


"@TheMichaelEvery @Raphfel If NPR can figure it out then it's blindingly obvious to everyone. https://www.npr.org/sections/planet-money/2025/09/30/g-s1-90937/germany-thrived-in-the-first-china-shock-but-the-next-one-could-prove-catastrophic https://www.npr.org/sections/planet-money/2025/09/30/g-s1-90937/germany-thrived-in-the-first-china-shock-but-the-next-one-could-prove-catastrophic"  
[X Link](https://x.com/jlhaggerty1/status/1975916592421822943)  2025-10-08T13:30Z [---] followers, [--] engagements


"@fbermingham And here's a similar need for tariffs. https://www.npr.org/sections/planet-money/2025/09/30/g-s1-90937/germany-thrived-in-the-first-china-shock-but-the-next-one-could-prove-catastrophic https://www.npr.org/sections/planet-money/2025/09/30/g-s1-90937/germany-thrived-in-the-first-china-shock-but-the-next-one-could-prove-catastrophic"  
[X Link](https://x.com/jlhaggerty1/status/1975916991400857983)  2025-10-08T13:31Z [---] followers, [--] engagements


"@MediaHistoryNow @ulrichspeck But Israel doesn't need to interact with those EU folks. Looks like the deal is nearly done and the Middle Eastern countries were more important. France has no clout with Israel.Egypt Qatar and Saudi Arabia can deliver more to a peace deal"  
[X Link](https://x.com/jlhaggerty1/status/1976393178287853986)  2025-10-09T21:03Z [---] followers, [--] engagements


"@LNG_Investor_ About time the major sell side starts to cover it. Good attention on $GLNG after the Goldman coverage last week too"  
[X Link](https://x.com/jlhaggerty1/status/1976636225961484662)  2025-10-10T13:09Z [---] followers, [---] engagements


"@BourbonCap $NU"  
[X Link](https://x.com/jlhaggerty1/status/1976980823447683322)  2025-10-11T11:58Z [---] followers, [--] engagements


"@grok @jackvangessel @MatthewVeasey @guychristensen_ @_johnnymaga Guess that didn't play out like you thought"  
[X Link](https://x.com/jlhaggerty1/status/1978911774540751182)  2025-10-16T19:51Z [---] followers, [--] engagements


"@Raphfel At the same time that France is crumbling as well. If I were Polish then I'd be much more worried about the failure of the EU/ Euro and financial spiral that would entail"  
[X Link](https://x.com/jlhaggerty1/status/1979528237941428311)  2025-10-18T12:41Z [---] followers, [--] engagements


"@marketswithmay Gotta love $BXSL too.who knows better on pricing risk"  
[X Link](https://x.com/jlhaggerty1/status/1885056203585155528)  2025-01-30T20:03Z [---] followers, [--] engagements


"@sammyard078 @ulrichspeck Exactly China uses predatory business and manufacturing activities to hobble the EU and has the world's largest trade surplus.should be a wonderful relationship"  
[X Link](https://x.com/jlhaggerty1/status/1891092174877413523)  2025-02-16T11:48Z [--] followers, [--] engagements


"@LNG_Investor_ I saw Stonepeak CEO on CNBC and his comments are that finding land with access to energy for data centers is their biggest challenge.put it them in the shale fields and gorge on that nat gas.great for pipeline companies like ET & MPLX"  
[X Link](https://x.com/jlhaggerty1/status/1891133130808946833)  2025-02-16T14:30Z [--] followers, [----] engagements


"@FrogNews I'm waiting for the dust to settle and get a good deal on a FL condo as the panic and mess reach a crescendo"  
[X Link](https://x.com/jlhaggerty1/status/1892207471181107540)  2025-02-19T13:39Z [--] followers, [--] engagements


"@battleforeurope Appreciate your work on Unherd. Hard to understand for an American how the EU can't handle Russia. It isn't the Soviet Union in scale or capability. EU richer and much larger. USA has a govt debt and spending problem. We need to sort our own house.Ukraine is yours"  
[X Link](https://x.com/jlhaggerty1/status/1892210905326170329)  2025-02-19T13:53Z [--] followers, [--] engagements


"@TraderNorway PIP is not the govt and they have very few other options. NFE is charging industry standard rates. They can go back to diesel and oil.costs more though"  
[X Link](https://x.com/jlhaggerty1/status/1958944898243084324)  2025-08-22T17:30Z [---] followers, [---] engagements


"@gabcasla Hi a bit off subject but what ever happened with the lawsuit against the Govt for taking over YPF Wasn't a PE firm suing for their equity shares back Would that be a possible threat to $GLNG"  
[X Link](https://x.com/jlhaggerty1/status/1965399130790133997)  2025-09-09T12:57Z [---] followers, [---] engagements


"@gabcasla Gabriel would you expect $GLNG will raise the dividend any time soon I seem to recall the CEO said they would asset specific financing so FCF could be used for buybacks and dividends Much appreciated"  
[X Link](https://x.com/jlhaggerty1/status/1968740502557094160)  2025-09-18T18:14Z [---] followers, [---] engagements


"@LuisVSanchez777 It was a great analysis so the attention is well deserved. Now if $GLNG would at least raise the dividend then maybe the stock might get some upward momentum. Signed contracts and projects have a long lead time so maybe a higher dividend will help for now"  
[X Link](https://x.com/jlhaggerty1/status/1969020653022970229)  2025-09-19T12:48Z [---] followers, [---] engagements


"@fbermingham It's as if the EU & UK don't want this industry anymore. See the Ineos comments from their CEO that clearly state the chemical industry is dying in both places. The business moves to China and is supported mostly by fossil fuel use (not all but most as coal is 60% for China)"  
[X Link](https://x.com/jlhaggerty1/status/1979142133815591133)  2025-10-17T11:07Z [---] followers, [----] engagements


"@LNG_Investor_ The least surprising thing ever as the [--] - [--] billion folks in the Emerging Mkts want cheap energy with AC and a refrigerator.stunning development.ok maybe not"  
[X Link](https://x.com/jlhaggerty1/status/1980306861791588729)  2025-10-20T16:15Z [---] followers, [--] engagements


"@davey_juice Looks like$MELI and $NU will slug it out in Brazil and elsewhere in South America. Maybe why $NU wants to try the USA"  
[X Link](https://x.com/jlhaggerty1/status/1980444581650129230)  2025-10-21T01:22Z [---] followers, [---] engagements


"@DrJStrategy The [--] yr is more interesting to me as to what happens to long end as Fed keeps cutting"  
[X Link](https://x.com/jlhaggerty1/status/1980445567001256111)  2025-10-21T01:26Z [---] followers, [---] engagements


"@DrJStrategy I believe the concern is more about the [--] yr than the [--] yr and the impact on the housing market"  
[X Link](https://x.com/jlhaggerty1/status/1981167652480700693)  2025-10-23T01:15Z [---] followers, [---] engagements


"@78738_78640 @DrJStrategy From [----] until [----] mortgage rates were above 6%. Only in the last [--] yrs have they been under that.not sure why this is a crisis level.recency bias in action"  
[X Link](https://x.com/jlhaggerty1/status/1981333472829423862)  2025-10-23T12:14Z [---] followers, [--] engagements


"@ulrichspeck That's big trouble for Germany"  
[X Link](https://x.com/jlhaggerty1/status/1981797221017489725)  2025-10-24T18:57Z [---] followers, [--] engagements


"@WeTheBrandon Not sure if he will actually attack Venezuela or this is just Trump's version of mental waterboarding for Maduro"  
[X Link](https://x.com/jlhaggerty1/status/1982068325359272332)  2025-10-25T12:54Z [---] followers, [--] engagements


"@partners_road I have to think that Ares Blue Owl Palmer Sq. and Blackstone should have better credit & risk analysts than the banks. Or at least better paid.but who knows"  
[X Link](https://x.com/jlhaggerty1/status/1982556881433530747)  2025-10-26T21:16Z [---] followers, [---] engagements


"@irbezek Don't forget $GLNG"  
[X Link](https://x.com/jlhaggerty1/status/1982784169684988101)  2025-10-27T12:19Z [---] followers, [---] engagements


"@MattParrino True I was going to write weak team but changed to weaker to reflect that.weaker than us. As we know next week will the test"  
[X Link](https://x.com/jlhaggerty1/status/1982785709153894840)  2025-10-27T12:25Z [---] followers, [--] engagements


"@Pieter_vdperre And this going on in the USA. Two very different bets on the future of energy https://www.cnbc.com/2025/10/28/google-nextera-iowa-duane-arnold-nuclear-power-plant-ai-energy-demand-data-centers.html https://www.cnbc.com/2025/10/28/google-nextera-iowa-duane-arnold-nuclear-power-plant-ai-energy-demand-data-centers.html"  
[X Link](https://x.com/jlhaggerty1/status/1983131632245579869)  2025-10-28T11:20Z [---] followers, [--] engagements


"@davey_juice $GTLB and $ESTC"  
[X Link](https://x.com/jlhaggerty1/status/1983190751510180233)  2025-10-28T15:14Z [---] followers, [---] engagements


"@TheMichaelEvery Leave him where he is at Treasury. Much more valuable to Trump there. Rick Rieder from BlackRock would be ideal as Fed Chair. Need someone with capital markets experience and he's phenomenal"  
[X Link](https://x.com/jlhaggerty1/status/1983509174899155066)  2025-10-29T12:20Z [---] followers, [--] engagements


"@Eric_J_Brooks @TheMichaelEvery I'd lean towards Rick Rieder from BlackRock and leave Bessent at Treasury. They'd work like hand in glove together"  
[X Link](https://x.com/jlhaggerty1/status/1983509493078974831)  2025-10-29T12:21Z [---] followers, [--] engagements


"@jktadave @rossiadam @Market_heretic Consensus analyst target price for $OKE is $90 per Barron's with [--] analysts in the mix. Either there is something they are all missing or the stock is a great value below $70 with a 6% yield"  
[X Link](https://x.com/jlhaggerty1/status/1983579735402643843)  2025-10-29T17:00Z [---] followers, [---] engagements


"@RihardJarc Heard a few commentators discussing a potential IPO for Waymo in a couple of years. Speculation for sure but could be meaningful to shareholders at some stage"  
[X Link](https://x.com/jlhaggerty1/status/1983879229260374154)  2025-10-30T12:50Z [---] followers, [--] engagements


"@JohnQPublic100 @Aella_Girl Comparing it to Europe in the next point but even if you are correct then I doubt media and social media are allowed much chatter in Afghanistan.so not worthy of chatter there either"  
[X Link](https://x.com/jlhaggerty1/status/1984238546912510326)  2025-10-31T12:38Z [---] followers, [--] engagements


"@lngglobal $GLNG helps with the infrastructure portion"  
[X Link](https://x.com/jlhaggerty1/status/1984335099362697309)  2025-10-31T19:02Z [---] followers, [---] engagements


"@DrJStrategy Exactly there was an almost finite number of connections needed for the internet. Slowly expanding but not nearly enough for all the dark fiber that Level [--] and others laid down. The demand for intelligence is less finite and expanding rapidly"  
[X Link](https://x.com/jlhaggerty1/status/1984925728777863584)  2025-11-02T10:09Z [---] followers, [--] engagements

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