Recent content by UTVolax24

The trade, in my opinion, Is going long Oil and NatGas futures and shorting E&Ps and OFS names. Been pitching that trade for a while now and its worked nicely and you see the geniuses on CNBC saying its time to rotate into O&G names. Clearly they've never looked at those names beyond multiple...

A bunch of teams will be making a run at him. It’s going to come down to what program will prepare him best for the NFL and can win. TENN, UNC, Florida, FSU (knows Norvell well) have made contact, that I know of. Ole Miss and UMD have made contact, but don’t think it’s likely he ends up there...

Something worth you taking a look at. Look at dealer inventories (Major BB Banks) at the moment. Without writing a white paper, what this means is that when things turn south its going to be a lot worse... year end 2018 is a semi decent example. Sell side traders will have to find a level...

I'll be available the rest of this week and this weekend. Any questions anyone wants to ask, feel free. Can go far more in-depth in anything I've mentioned previously as well. Also if anyone is ever in NYC and wants to grab a beer / coffee feel free to give me a holler!

None of the O&G names are cheap. Optically maybe, but these companies cant generate a positive return in any environment less $75/bbl WTI. (excluding the majors). You will not see an inflection in O&G equities until WTI reaches >$70-$75. This is the new Coal. I can go into far greater...

A lot of smart investors are moving into BABA. I'll leave it at that. At the risk of speaking very generally, unless you have a real fine tuned macro view, a lot of these individual names are highly levered and can never really generate a positive ROE or ROIC. I tend to stay away from these...

I told you what happened on NSD

^ I only keep hearing of the same

It’s not orange but it works.

Realistic expectations: After Oklahoma game around 75% of the football geniuses on this forum call for him to be the starter. After Pruit doesn’t play HB, 50% of forum calls for Pruit’s job. HB plays and makes some freshman mistakes and 50% of the talent experts on this forum call him a bust...

Extremely rare and expensive. If you have to ask, you can’t afford it.

Anyone that is "ashamed" for being a Republican / Democrat, is "ashamed" because they don't know why they are a Republican / Democrat. Anyone that is "offended" by someone being a Republican / Democrat is too selfish to see life and a perspective outside their own. But yes I am a Republican...

I actually like TWTR a lot at the moment. A lot of negative headlines tied to "fake news", "political risk", etc etc etc. With that being said, it is making a HUGE comeback amount individuals between 15-30. Will have massive volatility, so keep that in mind. We don't own the stock, but its...

Anyone that has spoke directly to Rakim, Damon, SFA, or St Johns can confirm this processing was not done in good faith. All processing sucks. Fans and staffs get ticked off when a recruit switches a commitment last minute and players get upset when they are dropped for another recruit. That’s...

Terrace Suites... all you can eat and drink. You can find me there 3 hours before kickoff.