E (@erichbruce) 's Twitter Profile
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@erichbruce

ID: 1323131005943894017

calendar_today02-11-2020 05:13:23

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$SOFI this company is a fin tech firm that has all kinds up risk- policy, credit, macro and although there is upside potential, I would go with more defensive and value based plays like $MUFG and even $WFC

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@seekingyield1 ositopolar higher energy prices for longer is what we are looking at especially with extremely tight electricity markets going forward during the summer and next winter. Environmental ( de-industrialization in the... stocktwits.com/ericha/message…

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@seekingyield1 I’m from Toronto but I study energy markets and other commodities all over the world- this might be why our perceptions differ. Looking at international gas prices is key, as the US ramps up export capacity and the... stocktwits.com/ericha/message…

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@seekingyield1 ositopolar can you explain the resin part? What type of resin and what type of oil, seems like interesting research and I can’t find much on it. I have been looking at the bottling outsourcing and it seems like a ... stocktwits.com/ericha/message…

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$TZA glad I sold half my position yesterday. Might buy back in Monday at close idk. Inflation data will not help these regionals if we get a rate hike. It will crush the companies that are not self funded ( aka profitable)

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$TOU.CA in case any of y’all want to diversify your energy holding but still like the Mike rose style of management check out topaz ticker TPZ.ca for a small cap play -3 billion that has exposure to more crude than nat gas and pays a regular div of 5% plus.

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Someone asked me why I think Net-Zero 2050 and the 2030 Emissions Reduction Plan have conflicting goals, and the 2030 goals may be the number one reason why we will not reach net zero by 2050. I wanted to give them a single page PDF that visually explains…lnkd.in/geTu-TP7

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Looking forward to moving to Calgary at the end of the summer, as I have accepted my offer at Southern Alberta Institute of Technology (SAIT) MacPhail School of Energy’s Integrated Water Managment program. After focusing on energy policy from a political…lnkd.in/dSFTfcjB

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$CVX picked up calls today on the low volatility and sudden WTI drop. Have lots of exposure to energy stocks with our crude and pure gas plays but no integrated names which I want now with the current geopolitical climate. Can’t ... stocktwits.com/ericha/message…