NE

Correct_Advice3457

Whatsuup my NE🅱️IUS

KristyKae-12

Why I work a remote CA job in NE OH. I get the inflationary income with a low cost of living.

Mobile-Bar7732

Here's a list of senators that voted against impeachment for jan. 6, none of them were democrats: Lamar Alexander (TN) John Barrasso (WY) Roy Blunt (MO) John Boozman (AR) Mike Braun (IN) Shelley Moore Capito (WV) Tom Cotton (AR) Kevin Cramer (ND) Mike Crapo (ID) Ted Cruz (TX) Steve Daines (MT) Joni Ernst (IA) Deb Fischer (NE) Lindsey Graham (SC) Chuck Grassley (IA) Bill Hagerty (TN) Josh Hawley (MO) John Hoeven (ND) Cindy Hyde-Smith (MS) James Inhofe (OK) Ron Johnson (WI) John Kennedy (LA) James Lankford (OK) Mike Lee (UT) Cynthia Lummis (WY) Roger Marshall (KS) Mitch McConnell (KY) Jerry Moran (KS) Rand Paul (KY) Rob Portman (OH) Jim Risch (ID) Mike Rounds (SD) Marco Rubio (FL) Rick Scott (FL) Tim Scott (SC) Richard Shelby (AL) Dan Sullivan (AK) John Thune (SD) Thom Tillis (NC) Tommy Tuberville (AL) Roger Wicker (MS) Todd Young (IN) John Cornyn (TX)

NoOneMan79

Really depends. If opening volatility is bad, NE calls will drop to nothing.

Hot-Dinner-7619

Isn't liquidity an issue with SOXL.NE

Aromatic_Ad_1953

may I also remind you that my thesis isn't that I can forecast quakes, it's that Brent can. brent never firmly 7.17 / 7.24. The facts are pointing towards the authories being extremely farsighted. And that the power this thing can unleash will be on a clearly bigger scale. 7.17 / 7.24 was really the first diversion from 2004 making it the hardest one to forecast. I can lose this battle but I will win the war. Stay away from the NW Pacific. NE Japan into the Russian islands tip of Alaska is where we're watching next for a major event

szokdogg

It's so fucking smoky here in NE Ohio, must be all the ports going up in flames today

Commercial_Ease8053

Meth uses up your norepinephrine stores by large surges of catecholamine release. NE is needed to return to the flaccid state.

Commercial_Ease8053

Meth uses up your norepinephrine stores by large surges of catecholamine release. NE is needed to return to the flaccid state.

getapuss

I live in NE Ohio...not far from Cleveland. That's my average utilities a month year round.

EatYoTots

https://youtu.be/JdZN6Kq8NE4?is=STGx305ce6JS3AD9

OhtaniStanMan

The rates bigtime business accounts get are absolutely stupid I had to overnight a 20x40x40 box back to our plant in Mexico from the upper NE for work once. $56. Even the employee was flabbergasted 

BMWX5Guy2003

I’m very excited about this! I’m an early investor in Doroni Aerospace here pre-IPO as well as I have put down a deposit on the H1-X it will be PERFECT for me to get to my real estate offices ringing Lake Michigan from Chicago to NW Indiana SW Michigan & NE Wisconsin. Let’s FLY 🫶🇺🇸

HalfCockedPhrasing

Omg I live in NE too, but I go to the wally club which is largely unchanged. 

wheels389

LOOOL ROBINHOOD WON’t LET NE LOSE MORE MONEY BETTING ON THE KNICKS

LongNVDA

I love these spikes. COCAÏNE

Bot_btc_at300

Your read is probably right. The Broadcom earnings story was the surface narrative but this is the deeper rot underneath it. When Kraft, McDonald’s, and Whirlpool all use the same language in the same week, that’s not coincidence — that’s a synchronized signal from three completely different consumer sectors all saying the same thing: the American consumer is tapped out. Kraft is staples, McDonald’s is the cheapest restaurant option that exists, Whirlpool is big-ticket household. When McDonald’s is struggling, you’re not in a soft landing anymore. The Iran war connection is the part your system should flag. Whirlpool explicitly naming the Iran war as a sentiment killer ties directly back to your geopolitical thesis. Elevated oil prices from the ongoing conflict are functioning like a hidden tax on every American household — they’re spending more on gas and energy, leaving less for everything else. That’s deflationary for consumer discretionary and inflationary for energy simultaneously. What this means for your portfolio specifically: BYND and ADM are exposed here. If consumers are cutting spending, alt-protein premium products get cut first. BYND was already on life support thesis-wise. This doesn’t kill ADM but it’s worth noting. Your water, defense, and AI positions are largely insulated from consumer spending cycles. GRAB and SE are Southeast Asian consumers, not American — different dynamic entirely. The Iran thesis just got stronger. Consumer pain from elevated oil = NE and CIBR continue to benefit.

FewUnderstanding2214

People aren’t going to read this (It’s WSB) but your thesis is spot on - the war in Iran is the catalyst for an energy bull market. Natural gas sulphur and oil not going through the strait needs to come from somewhere else and even if the strait opens (it’s not) - it will still take at least a year for things to go back to normal assuming countries trust Iran/USA/Israel not to cause more disruptions. Any thoughts on RIG compared to SDRL and NE? It seems to have the most upside out of all of the drilling rig companies

Economy-Platypus-568

What do you mean by NE strategy?

Muggi

Second-hand, very good friend of mine, but he bought and refinished two rowhomes in NE Philadelphia and got into Section 8. He ended up basically breaking even monetarily after four years, with how much damage the tenants did ("who wants to pay a water bill? Just cut some piping and route the water around the meter!" was my favorite. Another tenant removed and sold his kitchen cabinets). He lost out bigtime when the amount of time he had to spend on paperwork and personal labor to repair the damage (he's a contractor). He's said he would never do it again. After seeing his experience, I stick to normal rentals and haven't had a major issue in 15+ years.

Junesathon

Follow QQC.TO , MU.NE , AMD.NE , NVDA.NE. They going up on the CAD market right now

Nice-Truck8806

the tech and applications have expanded exponentially, it's natural for adoption to lag a bit. [just look at this](https://www.youtube.com/watch?v=g_31_Kj0-NE). and in you example, intuit could lay off most of their staff to leverage AI (allegedly they are already planning that).

snowbunny_aficionado

SNRI’s hit right when the NE part is dominant over the SE. This isn’t medical advice. Just random thoughts from your neighborhood dopamine fiend

IndependentExam2042

MU NOT PRICED IN EVEN HALF WAY … stock should be @1000$-1300$ Look at today chart between MU AN SAND. Directly opposite same exact movement just opposite.. is sand is up MU SHOULD NE UP Smart money milking the resistant. Printing puts because the stock can bounce right back too 800 after they close the puts open at night in ATH TRADING .. that 3:55 spike down yesterday 5min candle sal their pull .. back too 800 then up Monday trust .. watch .. like a rubber band

creemeeseason

Agreed. I added to my OBE last week, plus long WBI and NE since we'll before the war. Also recently bought calls on CNQ and SHEL.

ai-moderator

#TLDR --- **Ticker:** VAL, NE, SDRL, CHRD (and 11 other Boomer Energy/Commodity stocks) **Direction:** Up 🛢️📈 (Assuming we avoid a deep global recession) **Prognosis:** Buy shares in companies that pull physical stuff out of the earth (Oil, Gas, Coal, Fertilizer) to farm Free Cash Flow and buybacks. **Diversification Strategy:** Absolutely zero. 15 different flavors of dinosaur juice and dirt. **Underlying Thesis:** A decade of severe underinvestment + industry consolidation = making real money *today* instead of paying sky-high premiums for tech companies that *might* be profitable in 2035.

TheScrote1

People seem to love them everywhere they have gone. Their expansion plans are reasonable but still somewhat aggressive. It’ll be interesting to see though if they can make it into the NE.

Co_OpQuestions

"SIRENS JUST STARTED NEAR ME (Omaha, NE, 12 PM)"

holylight17

The interview: https://youtube.com/shorts/6glAn-Gj9LM?si=NE-y0HwVuqJHqF8w

Whipitreelgud

Well, he is from Warshington. (If you like in the NE US you may not understand his)

ai-moderator

#TLDR --- Ticker: VAL, SDRL, NE (Offshore Drillers & E&Ps) / Oil Futures Direction: Up (Parabolic) Prognosis: Long offshore drillers and mid-cap E&Ps to ride the "Unhedged Torque" super-cycle. Paper Traders Status: Absolute Shambles Geopolitical Catalyst: Hormuz bottleneck causing a violent physical supply deficit. Institutional capitulation is here.

ai-moderator

#TLDR --- Ticker: VAL, SDRL, NE, KOS (Offshore Drillers & Mid-Cap E&Ps) Direction: Up Prognosis: Buy shares of unhedged offshore drillers to capitalize on mispriced oil futures and rising drillship day rates. Catalyst: Structural impairment of the Strait of Hormuz and a multi-year global energy supply deficit that the paper market is ignoring. Skeleton in the Closet: -74.40% on a Banned Ticker (XXX) hiding amongst the massive energy gains.

ai-moderator

#TLDR --- Ticker: VAL, KOS, SDRL, NE (and broad Mid-Cap E&Ps / Offshore Drillers) Direction: Up Prognosis: Buy unhedged offshore drillers and hold shares until institutional money realizes the multi-year oil supply deficit is real. Catalyst: The Strait of Hormuz is functionally impaired, and paper traders are delusionally pricing in a quick resolution to Middle East conflicts. Bonus Flex: OP is up +85% overall while casually holding a -74.40% bag on a banned ticker.

ai-moderator

#TLDR --- Ticker: VAL, SDRL, NE, KOS (Offshore Drillers & Mid-Cap E&Ps) Direction: Up (Bullish on Oil & Offshore Assets) Prognosis: Buy unhedged offshore drillers and mid-cap E&Ps. Wait for the institutional market to realize the oil curve's back end is severely underpriced and violently re-rate it. Catalyst: The Strait of Hormuz is functionally shuttered and paper traders are delusional to price in a quick diplomatic resolution. Biggest Bag: OP is casually sitting on a -74.40% loss on a "Banned Ticker" while flexing a +50% overall portfolio gain.

ai-moderator

#TLDR --- Ticker: VAL, KOS, SDRL, NE (Offshore Drillers & Mid-cap E&Ps) Direction: Up Prognosis: Buy offshore drillers and mid-cap E&Ps with unhedged oil exposure. The paper market is delusional, pricing in a quick resolution to Middle East conflicts and a magical reopening of the Strait of Hormuz. Go long and wait for institutional money to capitulate to the reality of a multi-year structural supply deficit. Catalyst: The Strait of Hormuz is effectively shuttered, and the back end of the oil curve is in deep, unjustifiable backwardation. Buzzword of the Day: "Unhedged Torque" Humble Pie: Printing cash on drillers (+50% overall), but taking an absolute -74% beating on NFE just to keep the ego in check.

lSazedl

Wish we had the average. I'm in the NE and paying nearly $4.40

7Gen

https://finance.yahoo.com/quote/MSFT.NE/

creemeeseason

> I laugh when people say the market is forward looking and has priced in this crisis. Neither are true. The market is forward looking. However, the future is always unknown. So the market does it's best to approximate the net present value of future cash flows, but it's not always correct. That's they entire premise of value investment. I'd also argue that the market has not fully priced in the largest supply shock in oil, ever. However, I can also easily make the argument that the crisis will be relatively short. If the conflict resolves soon and we go back to an oil glut next year....how much should energy stocks be up? You claim that energy prices will be high for years to come....why do you think that? >Many energy stocks are *well* off their 52 week highs Important to remember that there are huge variations in how much each energy name will benefit from this. Something like CNQ is sitting pretty. They have fixed cost production, entirely Canada based... basically a royalty name with higher costs. They're slightly off their high a few weeks ago, but still doing well. Or, the more extreme example, PSK.TO is basically right at its 52 week high. However, if you find an energy name with large amounts of middle east production.... probably not doing well. Flip side....I own NE which just set a new 52 week high. Oil services have been doing great recently as the expectation of more drilling gains traction. It's important to remember that most energy analysts thought this type of event would never actually happen. It takes the market awhile to price in the correct magnitude and duration of that black swan event. The beautiful thing about the market is that if you believe the consensus is wrong, you can express that trade. If you're right and they're wrong....you generally do well. Personally, if you look at oil price charts I see an upward trajectory YTD, with a ton of noise caused by a combination of panic and jaw boning along the way. I'd argue that the market is slowly pricing in higher for longer. I actually just listened to some great analysis of this exact topic, link [here](https://open.spotify.com/episode/4HQkrGQjeLyZ3RtUdhVPvA?si=IIJKIhnkQBW3VppOiZOIAw).

Interesting_Low_1025

It’s really insane the relative cost. I went to Austria for a ski trip, and they had a parking garage- I literally yelled at my friend “don’t go in, we don’t know how much it is”. It was 7 euro. I’ve been absolutely shafted in the last couple years with $60, $80, $100+ parking in the NE. Things have just gotten outta hand in terms of costs.

panderson1988

I say that is debatable. All of Jet Blue's debt load is where it is at today. Also I feel like a big part of their possible growth was expanding across the country. Spirit gave them that if it went through. There is a lot we can dig into with Jet Blue, but I think their biggest issue is their exposure domestically. Their domestic exposure outside of the NE, FL, and Los Angeles is very limited. I think that is a missed opportunity there.

Rodman9-1

OP- come to Lincoln or Omaha, NE. Low cost of living. Not as many tornadoes as Oklahoma! Just a thought

creemeeseason

Yeah, though even then, caution is warranted. I bought a few names in March last year that proceeded to drop 20-25% in a month because of liberation day. NE is now a double off my purchase price.

alphapod-Ai

Real estate is illiquid and comes with a lot of work (maintenance, tenants etc), so it depends on how active you want to be. I think another thing to factor in is geography i.e. RE market in NE tends to have lower supply so the returns can be better than owning in saturated markets in the South. I personally prefer stocks.

tika_dengu

Iran could do the funniest thing and let US setup a military base on their NE border closer to China.

creemeeseason

This prompted me to look at my port and realize I have a huge overweighting to energy and power. Happy! BW, SHLS, WBI, NE, PPIH...even KFS has exposure to power infrastructure. Fun times!

Secret-Temperature71

So OK NE way to interpret this is Trump has become irrelevant to the stock market. He is largely irrelevant to Ukraine. Why? Because people have observed what he says has little connection to what he does. Having said that one would expect a general market correction due to inherent uncertainty. Why that has not happened I don’t know. Unless the market is propped up by a small cadre of investors who have so much control that Trump is irrelevant to them. Massive corruption. I just don’t know.

Amori_A_Splooge

>meanwhile in the US, Republicans will be trying to convince everyone to start bottling our own farts instead of accepting that renewables and battery storage are the future. Certainly explains Texas leading the way for renewable energy deployment by a long shot..... >As for China, they dominate solar panel and EV production and will simply accelerate electrification and make themselves immune from such shocks in the future This doesn't happen overnight and it won't solve their problems now. It certainly alleviates the pressure. >We consume 50% more than we produce, so it not simply that we don't need that oil, it's that we don't make use of it ourselves, for a variety of reasons. I never said we don't need the oil. Our exports and imports are also geographic factors. Crude oil from West Texas, New Mexico or from the Balken don't go to CA becuase CA policies have limited fossil fuel infrastructure (pipelines from being built and then localities have prohibited crude moving by rail). That's why CA imports 60% of their crude, becuase of policy choices. Same reason why the Jones act waiver alleviates prices for the NE, they have blocked pipelines so they rely on Jones act compliant ships to import fuel. You're right that there is a delta, but it's not insurmountable and compared to other countries we will be fine.

torokunai

hard to say 'oops our bad' after trying to kill their entire leadership. this is, actually, a shooting war now. Just like WW2 was. Iran ain't no Japan, but they're not a small nation and have two very powerful friends who can help them directly, while Japan was all by its lonesome in the NE corner of the globe, and on less-than-friendly terms with both Moscow and Nanking/Chungking.

WheelingOptions

Agreed about redfin/zillow. I have a pretty good estimate based on what other units like mine have sold for. I'm in the NE so on the complete other side from you lol. Hope it gets better for you brother.

orsomeshitidk

They come over into NE Oklahoma and fuckin drive in the left lane a bunch

Whaddaulookinat

The upper states get a special blend for winter weather so probably just the remaining stores of that. In NE we already had a .40c/gal jump abouts.

lyagusha

Big runups in a lot of oil names since December. My EPD and NE are up over 50% in a few months

LeverageSynergies

Work a 9-5. Buy a cheap house. Rent out all the bedrooms to live for free. When you have enough for a 2nd house do it again but keep the first one. Do that and just try to hang on for 10 years. Will be a stressful 10 years, but you’ll have a great NE.

lyagusha

NE is up 60% for 2026, my 7% dividend suddenly shooting up lol

j909m

Apparently [Ayatollah Khamenei](https://www.google.com/search?q=Ayatollah+Ali+Khamenei&rlz=1C1ONGR_enUS1086US1086&oq=iran&gs_lcrp=EgZjaHJvbWUqDAgCECMYJxiABBiKBTIHCAAQABiPAjINCAEQLhiDARixAxiABDIMCAIQIxgnGIAEGIoFMhQIAxBFGDsYQxiDARixAxiABBiKBTISCAQQABgUGIMBGIcCGLEDGIAEMgYIBRBFGDwyBggGEEUYPTIGCAcQRRg90gEINDU0MWowajeoAgCwAgA&sourceid=chrome&ie=UTF-8&mstk=AUtExfC6NE6hDjpV5UVxpgokf3yr0xsV3paCIw_x4CQfJXpIzbJk3iycBYN-GFVADvdfpKS--t21CMMihQfBQiQeDgDNYGVhtc99vfBVujlFeB5sgJvCjDlNz_rkuayHdBIqnthPUcv436aUJ-35gE6w3Qln-I2WnDqEVwKapBAHLfPNc882LWIzDwj8gd41sBr5jd5QhXQyy13_d3DBEGbHnpHssPkOtDOpu7lBtwR1EihmPbJ0NYLlfEYQHnNSWTHt_IY-Geh6gooTKDVk2xtGwm4yyKs49zjXwXzMDmiSf2-mutzX-REHCDlJH36luouaKQ&csui=3&ved=2ahUKEwiGq6WOy_2SAxUBrYkEHZBKBjMQgK4QegQIARAB) didn't get the advance notice.

No_Release_4142

Watchlist up \~12% in 10 days. Big movers (>10%): [$FTI](https://x.com/search?q=%24FTI&src=cashtag_click) [$SBMO](https://x.com/search?q=%24SBMO&src=cashtag_click) [$BKR](https://x.com/search?q=%24BKR&src=cashtag_click) [$TS](https://x.com/search?q=%24TS&src=cashtag_click) [$RIG](https://x.com/search?q=%24RIG&src=cashtag_click) [$VAL](https://x.com/search?q=%24VAL&src=cashtag_click) [$TDW](https://x.com/search?q=%24TDW&src=cashtag_click) [$NE](https://x.com/search?q=%24NE&src=cashtag_click).

PlentyArmy2411

There's what the news or the government tells you what it is, then there's reality. It depends on where you live. I live in the NE and as a single income I would put it around 150k. Honestly that could be lower middle class.

blalah

Hopefully you're not in NE puts :)

15xorbust

A perfect distraction from the Epstein files cover up and the Attorney General‘s disgraceful performance in front of Congress furthering the cover-up. Oh well, my stock in KTOS, RCAT and UMAC will be a hell of a lot more valuable - better invest in RIG and NE.

ImmediateWonder9935

Seems like you know your stuff, check my dd[ABXX](https://aimytrade.io/ticker/ABBXX.NE)

ai-moderator

#TLDR --- **Ticker:** ABXX (ABXX.NE / ABXXF) **Direction:** Up **Prognosis:** Buy Shares (Cantor PT $81 CAD) **Secret Sauce:** Unlocking $135T in commodities supply chain as instant collateral **Catalyst:** Digital Title monetization & US Market Access via FBOT

AverageNo130

A federal bill designed to block marijuana businesses from claiming standard tax deductions even if marijuana is rescheduled has gained its 15th sponsor in the House and Senate, and its second new sponsor this week. House (HB 1447) * Jodey Arrington (R-TX) * Vern Buchanan (R-FL) * Blake Moore (R-UT) * Gregory Murphy (R-NC) * Adrian Smith (R-NE) * Nathaniel Moran (R-TX) * Charles Edwards (R-NC) * Gary Palmer (R-AL) * Pete Sessions (R-TX) * Andy Harris (R-MD) * Andrew Clyde (R-GA) * Michael Lawler (R-NY) Senate (S. 471) * James Lankford (R-OK) * Pete Ricketts (R-NE) * Ted Budd (R-NC) * per MM

Similar-Ant8560

Bro did not wanna grab NE players hand to be picked up

AMX_revue

so glad I did not bet on NE tonight! I will be using that money for calls/puts tomorrow at open and yield the same result: losing money

PlentyArmy2411

NE sports fans stay winning dawg

Alwaysfavoriteasian

Why'd I bet on NE

iThinkiStartedATrend

If NE ends this game with 0 points do we get to sacrifice their kicker?

PlentyArmy2411

Between all the professional sports, NE wins a lot of championships. I guess we'll be ok

BunsMcCheeks

That's game. NE shellshocked

AnotherDegenerateFK

If you liked NE 40% you’d love NE 4% 

TequilaTrader

NE has 4% chance of polymarket.

Accomplished_Suit651

NE contracts just cut in half. Woof

Additional_Invite461

time to buy NE contracts???

Tigulla_SRT24

Y d fuk my NE order gets rejected! puts on Hood

BigEdsHairMayo

Is that NE coach really going to cut off his dick if they lose? ✂️🍆🏈

Srnkanator

And if NE wins, Dunkin and GE? How about GD, that's been on a tear.

UpTheDumpIsRetarded

To turn this around, they can start by demolishing this worst rated Chipotle > 12530 Totem Lake Blvd NE, Kirkland, WA 98034

Swammys_Geese

465 friends, 14 have +. Age 25, I bounce between the Northeast and East Asia—most of my Snapchat contacts are from the Northeast tho. Looking at maps, highest concentration in NE, some on the West coast, and some East Asia, and a smaller amount in Northern Europe.

jenjavitis

I live in the north/NW suburbs. They are everywhere, everyday. In church parking lots on Sunday mornings, schools, businesses, driving through neighborhoods patrolling, pulling people over randomly, speeding down residential streets. I ran into a checkpoint in NE Mpls where they were stopping everyone to ask for ID. This is everyday, even in the suburbs. Morning, noon and night.

-PepPep-

**Top Performing Congress Stock Traders (2025 Returns)** * **Rep. Tim Moore (R-NC):** \+52%. * **Sen. Ted Cruz (R-TX):** \+50%. * **Rep. Lisa McClain (R-MI):** \+37%. * **Rep. Pete Ricketts (R-NE):**  \+37% . * **Rep. Thomas Suozzi (D-NY):** \+35%. * **Rep. Lisa Murkowski (R-AK):** \+35%. * **Rep. Marjorie Taylor Greene (R-GA):** \+33%. 

burnerAccountDuh24

Had to take that NE & SEA parlay

Country_Gravy420

If NE loses in going to laugh my ass off

Substantial_Ring9690

9+ and counting in NE ohio

Goody2Shoes92

What happened to stonks the last time there was a NE polar vortex? Did oil go up??

Synergiex

Team DEN = Degenerates (Entering Naked trades) Team NE = No Equity

Yogurt_Up_My_Nose

can it not snow in the NE for 1 weekend? this weather is fucking gay. I feel like it's because I just bought a house and all of the sudden after 8 or 9 years, hey let's have a real winter and test all your shit out. stupid fuckin snow

Keikyk

I mean there's continental US to the south, Alaska to the west, and Greenland to the east/NE of Canada. Beautiful maps must resonate with some...

KinklyGirl143

Bombshell my ass. This is just another retiring MAGA supporting congressman, Don Bacon (R NE), trying to launder his record on the way out the door. He isn’t retiring because of age or principle. He’s leaving because his district has turned blue and he knows he would lose. After nearly a decade of voting with Trump and MAGA Republicans, now he wants credit for “speaking out.” That’s not courage. That’s damage control. When it mattered, he voted yes. He helped enable Trump, backed MAGA leadership, and supported policies that put Americans’ healthcare at risk. A few late stage quotes do not erase years of complicity. Words are cheap. His votes are the record. And his record is MAGA. Just another rat paddling away from the ship.

_hiddenscout

POWL has been great, one of those names I brought up here through the years here lol. Also here's so my info about the wait times I was talking about: [https://www.euci.com/grid-operators-across-the-country-facing-multi-year-backlog-in-new-generation-connections/](https://www.euci.com/grid-operators-across-the-country-facing-multi-year-backlog-in-new-generation-connections/) It's insane how long some backlogs are. >The average wait time in the ERCOT queue was 4.5 years. The only grid operator with a shorter queue time was ISO-NE at 3.8 years. ISO-NE also had the smallest 2024 planned capacity, 4 GW. >In NYISO, an “extreme backlog” has led to a new process aimed at expediting projects. For the 110 solar, wind, and energy storage projects in the traditional queue, current average wait time is 6.5 years.

xfreddy-

What are you basing your claims on, vibes? Cars in general typically last the same amount of time. Even in the NE where I live and the winters/salt rust the shit out of them.

NonsensicalWorries

Fuuuuck I sold my NE contracts too early.

memelackey

It's raining and snowing in the NE pretty sure that spells puts

gzr4dr

Wegmans in the NE has a gallon of organic milk at $7.50. Ridiculously expensive, and Wegmans is less expensive than many of the neighboring grocery stores.

creemeeseason

CNQ is a beast. Probably not a ton of torque to the upside, but one of the best energy names out there for stability. I also think there are a lot of really interesting oil service names. I own NE for offshore. FTK makes a product that dramatically increases yield from fracking wells. There's a few small Canadian names I can't mention that make software that really help make the E&P field more profitable too.

MayorMcBussin

Ya it's all very regional. I'd suspect that if you peek under the hood in the NE you'd find that it tends to be the wealthier who are buying and that lower/middle income bracket has stalled out. Where I'm at it feels like there's just two worlds - the world where people have money and the world where people just can't afford to live. Even people I know that are making tons of cash, probably in the $150-200k for a DINK household told me they felt like they were struggling.

-Crash_Override-

Quite the opposite actually. Graduated in 2010. Have ridden the housing market, job market, and stock market all the way up perfectly. It allowed me to achieve financial independence last year, which is a nice accomplishment. If another recession were to happen, I would be well-positioned. But having come into the professional world on the tail end of the great recession. Having grown up in the NE, where a lot of people worked in heavily impacted industries (i.e., finance), I've seen the misery these events cause. People think they want it. They really don't. There is a read from the boggleheads forum during this event, its pretty chilling. https://www.bogleheads.org/forum/viewtopic.php?t=25126

creemeeseason

So has NE. I'm up about 40% and I didn't hit the bottom. If the thesis of offshore holds up, yes there is a huge amount of upside left. It might be a year or two to start, but offshore rigs take years to build. If demand rises for them cash flows will explode and stay high for a full cycle.

IZPCShop

Prisoner's dilemma, or Game Theory? There are hundreds of different schemes. Rationality leads to the best outcome for most games (NE). Though not for all of them (like prisoners dilemma). This highly depends whether those games are played simultaneously, sequentially, whether there's asymmetry, whether there's (im) perfect information, etc. I actually did study game theory very extensively. Pareto optimum is the best possible outcome, if they could together rationalize, that would lead to the best optimum (Pareto efficient) outcome. However, assuming everyone is rational is only applicable in classical Theory, but Psychological Theory adds the fact that not everyone is rational. And that is unfortunate, which is the reason the crisis happened the way it happened.

creemeeseason

NE selling off some those rigs to BORR seems really short sighted. Really considering selling and buying RIG with he proceeds.

Character-Pizza-8133

Calls: NVDA, GAP, FHN, SNAP, NE, CMCSA Puts: CMG Let’s go! 🤘