Josh Young
@joshyoung1.bsky.social
Contrarian value investor. Not advice, positioning may change without notice. Former Chairman of IronBridge.
Seen on CNBC, Bloomberg & in WSJ, Forbes, Barron's
Seen on CNBC, Bloomberg & in WSJ, Forbes, Barron's
Management trying to distract activist shareholder from poor results and inappropriate "incentive compensation"
March 19, 2025 at 10:43 PM
Management trying to distract activist shareholder from poor results and inappropriate "incentive compensation"
Oil market net speculative positioning has fallen to levels rarely seen in the past 20 years after the OPEC+ announcement.
To the extent inventory declines continue despite OPEC+ barrels returning to market, there is substantial upside to oil prices and positioning.
To the extent inventory declines continue despite OPEC+ barrels returning to market, there is substantial upside to oil prices and positioning.
March 16, 2025 at 10:47 PM
Oil market net speculative positioning has fallen to levels rarely seen in the past 20 years after the OPEC+ announcement.
To the extent inventory declines continue despite OPEC+ barrels returning to market, there is substantial upside to oil prices and positioning.
To the extent inventory declines continue despite OPEC+ barrels returning to market, there is substantial upside to oil prices and positioning.
stocks?
Me: It’s a bit like riding a Ferris wheel
You: Ahhhhh not to bad then
Me: I’m not finished…
Me: It’s a bit like riding a Ferris wheel
You: Ahhhhh not to bad then
Me: I’m not finished…
March 4, 2025 at 10:38 AM
stocks?
Me: It’s a bit like riding a Ferris wheel
You: Ahhhhh not to bad then
Me: I’m not finished…
Me: It’s a bit like riding a Ferris wheel
You: Ahhhhh not to bad then
Me: I’m not finished…
Cass Freight Index Shipments are down. Worth watching
February 15, 2025 at 12:09 PM
Cass Freight Index Shipments are down. Worth watching
Total US petroleum inventories are near their decade lows, despite all time high consumption. And this is before likely downward revisions in inventories and production.
February 8, 2025 at 9:39 AM
Total US petroleum inventories are near their decade lows, despite all time high consumption. And this is before likely downward revisions in inventories and production.