Bryan Gomez (@bsgomez) 's Twitter Profile
Bryan Gomez

@bsgomez

2020 CTS Global Chairman’s Awardee. Posts are not investment advice; daily notes mostly of the market shared in public.

ID: 15216688

calendar_today24-06-2008 06:33:16

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Weak demand, lower employment, increased AI efficiencies are not elements that set up for sustained inflation. The spike in oil may look inflationary in the short term but only exacerbates the weakness of the economy prior to the war. It will eventually be deflationary.

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Jensen Huang just reverse-engineered why Elon Musk operates at a speed no one on the planet can match. Three traits. The first is deletion. Huang: “He has the ability to question everything to the point where everything’s down to its minimal amount.” Most engineers solve

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We should identify critical resources. In quiet periods, market supply and demand may dictate. But in critical periods, survival should be prioritized over profits.

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For some reason, the Philippines was able to secure oil from Russia, despite being a US ally. Though Bessent signed off on such transaction, removing sanction of oil parked in tankers, not sure why we are not getting US crude. Availability of Russia oil means supply is there and

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Can we really blame the retailers if the rules were set up to allow no limit in price discovery? Like any for profit organization, they will act to increase profits. And no one really knows what the purpose of regulators really is.

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Blending petrol with biofuel is a low hanging fruit in addressing current issue in oil price. Raising blend to 20% would save billions of liters of oil imports instantly. Another head scratcher.

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I asked Grok what happens if we cut our transportation use in half, how much of oil imported will be displaced. 36% of total petroleum imported will be displaced.

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If every outcome was a product of a mosaic of decisions, then the losing streak that the Filipino has been experiencing the past years is a product of the decisions and choices that those in power have made for us. I think we can already account whether those decisions have

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The world stopped when the Strait of Hormuz was closed. Will the world stop if our nurses stop going overseas? The OFW might be the only leverage we have.