Mar
31
2019
A friend reached out yesterday and shared
an email chain from a creeper that “LI Hit on” her. He even included some
glam shots to help make his case.
C’mon, man!!!
I just don’t get it. It’s like honking a horn at someone as you drive
by... like what do you expect? They are going to chase you down and say
“Wow! Thanks for noticing”.
My advice.
Don’t.
#hottakeoftheday
Mar
30
2019
Sometimes, my hottakes are fun.
Sometimes they are silly. Today- I‘m going to address a very serious
subject.
As many of us would
attest, the teenage years and high school were tough - and with social media
and intense competition to get into College, I dare say it’s tougher now. And
unfortunately, suicide rates in teens are spiking. I don’t have any answers,
but here are some warning signs:
-Talking about
death, suicide, and/or self-harm
-Changes in
personality or behavior that is out of character
-Talking about
feeling worthless, helpless, and/or...
Mar
29
2019
It dawns on me that technology could make
me a much better son. So could someone design an app that would call my
parents every day, listen attentively for an hour, use my voice to repeat
important tidbits from my day and then summarize the conversation in a text
message?
I guess until then,
I should call them more often. After all, without our parents, we kind of
wouldn’t be here.
#hottakeoftheday
Mar
28
2019
Technology is a threat to oil prices.
And in this case - simply Twitter. “Very important that OPEC increase the
flow of Oil. World Markets are fragile, price of Oil getting too high. Thank
you!”
Good to see the
President is back to running the company with his thumbs now that the Mueller
report is behind him.
#hottakeoftheday
Mar
27
2019
I’m watching “Jack Ryan” on Amazon Prime as
I anxiously await the return of Game of a Thrones and a line struck me.
“Geography is destiny.”
Of course, it was
speaking of the differences that exist because someone is born in the US versus
somewhere else and the opportunities that exist. Would I be where I am
today if I were born in Venezuela and was dealing with a collapsing economy,
hyper inflation and rolling blackouts and didn’t know where my next meal was
coming from? Probably...
Mar
26
2019
The best oil and gas website in the world
is this one:
www.rbcrichardsonbarr.com
#hottakeoftheday
Mar
25
2019
The PVAC-DNR merger was cancelled on
Friday, reflecting the challenge associated with 1) low equity prices and 2)
combining businesses that aren't really complementary. Eagleford + CO2
equals...… more confusing.
Better yet,
companies with similar portfolios (Delaware-Delaware, Eagleford-Eagleford,
Bakken-Bakken) and "upside kickers" feel like a better merger
strategy but overcoming the memory of stock prices last summer is a powerful
disincentive for management teams.
Nonetheless, oil is almost $60 and the bulls are out and equity prices aren't reflecting any euphoria about price. I continue to be surprised...
Mar
24
2019
If one needed any more evidence that the
stock market is controlled by “spirit animals”, I give you Thursday and Friday
as exhibits A and A’.
Thursday- the market
was given the all clear from the Fed that interest rates will not be raised in
2019, making risk assets far more enticing, and rallied hard. Then Friday,
digesting the news that the Fed not raising interest rates might mean growth is
low (and therefore valuations are high) the stock market gives everything up,
and then some....
Mar
23
2019
What is the purpose of LinkedIn?
It’s an excellent question that was asked of me recently. Do my hottakes belong
here, on Facebook or somewhere else entirely- in the garbage perhaps?
Why LinkedIn? It’s
the professionals “Facebook“- I can find former colleagues, associates from
industry and potential partners and there is a much higher probability I’ll
find them on LinkedIn than on any other platform.
Through the content
feed, it allows free thought and ideas from a broader group than I would
normally be exposed to...
Mar
22
2019
Fun fact of the day: the United States has
amended the right to vote in the constitution 4 times. Men (15th
amendment), Women (19th amendment). Abolishing poll taxes (24th amendment). And
Lowing the voting age from 21 to 18 (26th amendment).
In total, there have
been 27 amendments to the constitution after the original 10 in 1791. The last
one occurred in 1992 addressing the pay of house of representatives and
senators.
You mean the
original document had room for improvements? And sometimes multiple ones
to the...