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Rex Kramer

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Everything posted by Rex Kramer

  1. $20/MCR is REALLY fucking cheap. Not Art. But a lot of my thinking is shaped by Goehring & Rozencwajg. Anyone here attend the Dallas Fed guy talk today at Haynes Boone’s office?
  2. I distinctly remember early Shag making fun of HF posters. It went on for the first few years.
  3. Well Euro gas was trading at $30 not too long ago. It’s very depressed right now because of their warm winters and is still like $8. Are you sure it’s economic in Poland? If so, I presume the Pols would be ecstatic to help fund infrastructure and maybe even neighboring states like Germany. Correct. The public does not realize it. I’ve been shouting it since I’ve returned and may have been doing so when I left in ‘21.
  4. It’s basic but I’ve seen a lot on here that suggests a lot of posters don’t know this. He asked a very good question about international shale. I didn’t know. Grimas had a very good informative response about lack of private mineral ownership abroad, and Cycle added to it. Hook Em Cycle. Fuck these haters.
  5. I’d love for you to link last guesses. Please. EIA has admitted this, so yeah, they’ve already told us. Im not sure Biden is getting 4 more years but my point is, I doubt he has opportunities sub $95. I actually hope Biden does get 4 more years. Yes, yes, and okay.
  6. 1. Yes, and no it’s not reflected in futures. People do not understand this, and, they tremendously overestimate the potential for future decline in demand. 2. Good question. I had this conversation the other day with a guy who holds a lot of Pioneer and doesn’t know if he’ll keep XOM. I can’t see how XOM possibly increases Permian production, but Pioneer could. 3. Most of them. The industry isn’t going anywhere. Volumes will slowly decline domestically. We are in need of another technological breakthrough and I don’t know where it’ll come from. Probably internationally, the Gulf and Alaska.
  7. Selling so much that you can only replace 16% of it is incredibly stupid for a “Strategic” reserve. Our output hasn’t made any record as it’s 800,000 or so bopd overstated, and, it’s declining. He thinks there will be another opportunity to fill it back at a more advantageous price during his POTUS, and he’s 100% wrong. No idea what your point is on OPEC.
  8. I won’t have this discussion because you’re incapable of seeing the stupidity of what Biden did and continues to do, or you just won’t admit it.
  9. I wonder if ABC will provide regional coverage in Bandera.
  10. Most presidents, except for the last two morons, don’t release our strategic supply, the second one in the midst of a large geographical conflict and continuing into another. Judging by your insincere laugh rep I suspect you believe there will be another opportunity to refill the other 85% they released as a political stunt at prices lower than they are now. That’s very naive on multiple levels.
  11. They don’t understand price and what they’re dealing with. They’re too naive.
  12. I predict we hit $100, $125 and $150 over the next three calendar years, respectively.
  13. I don’t understand. I think many wish him well because he is a likable guy, and many recognize that this place oftentimes is the antithesis of therapeutic for him. When I see suggestions of taking a break I view them as genuine concern for his well being and not bullying.
  14. So fuck him. Right? You must be responding to your preconceived notion of me. Not sure you’ve read what I’ve written.
  15. Yeah, I don't think mentally ill people are super happy, dude. Of course not. But they can have manic periods. The vast majority of posters are strangers to me and will always be so. I don’t think I’d ever go to a tailgate or HH. I don’t have meaningful “real” relationships here by choice. So I just don’t have his perspective.
  16. I guess, but I just have never viewed it that way. If I cared too much what this board thought about me I’d be miserable.
  17. I always catch a lot of grief from friends. Probably because I dish a lot of it out. We’re 40-50, and I get my balls busted as hard now as I did in college and it’s never stopped. Most of the time I simply do not care. If I cared more and was vulnerable to insults, that is where it’d cross the “bullying” line. I’m very much like Derka in that I am perceived to initiate a lot of the shit amongst our group. Point being, I can see why he feels bullied and I can see why people feel comfortable going at him without considering they’re even bullying in the first place. It’s clear that at times he cannot handle this place and he’s in one of those times; I just reread a post form Page 1 where he clearly outlined suicidal thoughts. I’m sorry you’re having a tough time, @shadow_operative and will pray for you. troph, I’m sorry I’m suspect. I’m a pretty genuine guy. Snobbish, arrogant, ass hole a lot of the time, have faulty judgement a lot, And I will bust balls mercilessly, but hope I never attain the status of a bully with anyone.
  18. You seem angry with me. I’m telling you why he gets bullied. Not providing an excuse. He definitely brings it on himself and cannot handle the blowback. I had him on ignore the last few ears I was here, but hadn’t put him back there since coming back a few months ago. I haven’t engaged with him. I had not noticed any outbursts and figured he was relaxing with age.
  19. Derka gets bullied because he’s bombastic, combative and verbose as fuck. But more than this, he ALLOWS himself to be bullied. Most of us have detractors. Some of my criticism is well deserved. I simply do not acknowdge old criticism about my dipping on a plane, which was fucking stupid. Ignore feature is limited but DOES work. He was given a perfectly suitable option to remain and he chose to go on a rant instead. Blacklab and Imma seem to be unified on the ultimate outcome. He's incessant drama and potential future liability. I don’t get the angst over imma’s purported lack of compassion. I’m not seeing it.
  20. I’ve got some mild stuff. But it does not define me so I’ve never addressed it here. I won’t shy away from it. I think there’s only 2 posters here that know me in real life and they are probably clueless about it.
  21. Yeah that was uncalled for. I tire of the repetitive behavior but you never know when you say something that really hurts someone and he is one that could be hurt, so for what it’s worth I’m sorry @shadow_operative, and I hope you realize this site isn’t real life and to just relax in general. I’ve had to take years off before because I am sensitive too.
  22. You have a wildly different account of what has actually transpired than I do. I don’t understand how this guy continues to garner sympathy. I also don’t understand why @immamac is going through this weekend whistle stop tour showing Derka’s dead bloated body. Just ban him now. Otherwise you’re opening yourself for a weekend of grief.
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