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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: ajtj99 who wrote (43090)	11/13/2021 12:06:02 AM
From: Lee Lichterman III	2 Recommendations Recommended By ajtj99 pak73 Read Replies (1) \| Respond to of 97327

The one thing I never hear from nuclear bulls is what to do with the depleted fuel rods. Last I heard, they still don't have a place to put them. The Nevada dump site keeps getting blocked. We're not at war anymore so we can't just shoot them from A-10s anymore either. -g-

To: ajtj99 who wrote (43090)	11/13/2021 11:14:38 AM
From: robert b furman	1 Recommendation Recommended By pak73 Respond to of 97327

Hi AJ, Agree on reactors. The world is slowing getting over the Fukushimo disaster. Deep water drilling is now becoming the boost to global production, Guyanna and Brazil for two huge finds. CVX and XOM have huge scale untapped in the Delaware portion of the Permian. Stopping the Xcel pipeline nd prohibiting fracking on federal land was a poor business call. Done only for political support and votes. All Americans are now paying the price. Typical bad political call. IMO OPEC+ and the fossil fuel industry are going to stick it up Brandon's you now where. CLX studies suggest (positive offsets in both the 10 day and 30 day) moderate head winds next week. There are huge open interests in oil companies that go back to when the pandemic was killing crude demand. An example is CVX 90 puts, which was an optimistic number to ever get to back in the in the pandemic days. CVX NOV 19 90 put open interest is 3932. The next weeklies are 16 (Nov 26th), Dec 3rd are 26, Dec 10 are 66, then the next monthly is Dec 17th at 4236. There is a huge pay check to be made by those who received BIG premiums when they made contrarian bets that when the pandemic passes crude demand would recover. Weeklies in meme stocks and momos that create Delta hedging are a different story I think. When a sector is out of favor, and premiums build, the premiums paid for puts are funded by retail buyers, attempting to hedge their losses. The market maker if anything is selling the puts and he wants those big juicy premiums to expire to zero. It is a huge pay check for them. That should act as a moderation force in price I think. At least during the last week of monthly expiration. Sadly I have a funeral to go to! Bob

To: ajtj99 who wrote (43090)	11/13/2021 7:27:41 PM
From: Jacob Snyder	2 Recommendations Recommended By Lee Lichterman III sunabeach Read Replies (2) \| Respond to of 97327

< US really needs Thorium reactors> Every economic process has a Limiting Factor. This might be capital, or talented labor, or market size, or raw materials. For nuclear, the limiting factor is political permission. The economics and technology are irrelevant, if there is no political permission. There may be a nuclear power buildout in China and India and Poland, but not in the USA. Here, it is almost impossible to permit a new copper mine, or natgas pipeline, and nukes elicit an even more visceral emotional response.