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The market to energy stocks this morning.

Headlines say "Israel bombs part of Iran's South Pars gas field". Twitter posts show videos of flames. Is this Israel showing "this is what we could do"? Or is this Israel saying "this is what we will do"? #EFT #OOTT

Stop reading if you are NOT a Star Wars fan. Punch Line - The series Andor (on Disney) is a fabulous prequel to Rogue One and well worth watching. I was 11 when the original Star Wars came to theaters. I was a HUGE HUGE fan. This is best Star Wars related show/movie since 1977!!

Really enjoyed spending a hour with Trevor (30 mins at 2x speed) - I got to relive my Permian bet victory, stroll down memory lane on how I got into investing, discuss the elements of stock picking in energy..fun podcast. Thanks Trevor Rose #EFT #OOTT

Did not think the US would attack Iran - thought Trump would let Israel do the work. Obviously the scope of retaliation (or stand down) from Iran determines the course from here. How desperate or determined will they become?Trump presser tonight will be “interesting” #EFT #OOTT

As we approach midnight Central time Sunday, oil is up only $1/bbl and the S&P500 futures are off only 30bps. Did consensus have weekend actions already dialed in? I’m afraid to be bullish and afraid to be bearish. Hand sitting is my default action for now. #EFT #OOTT

Following cease fire announced,feels like probabilities now align at about 85% chance de-escalation ($55), 5% chance ME oil infra damaged ($75) and 10% chance of chaos ($110).That says oil should go to $61-$62/bbl (85%*$55+5%*$75+10%*$110). Sigh.Back to barrel counting #EFT #OOTT

Spent some time with CNBC’s Dan Murphy talking about the Israel/Iran cease fire and impact on crude. As peace settles in, supply/demand rules - and that means counting OPEC+ barrels and probably weakish prices. Grind grind grind. #EFT #OOTT cnbc.com/video/2025/06/…

At this point, just rip off the band aid, get price down to whatever it takes to find supply/demand equilibrium. Wallow at that point for however long it takes. And then it’ll be game on again. Like the destination, but won’t be a fun journey #EFT #OOTT reuters.com/business/energ…

Any contact that I can get in the Hunt Kerrville area I’d like to send a bunch of food for those in need. Please RETWEET and hopefully we can get in-touch with the right person.

Gonna chew thru tariffs, oil and energy stocks with Brian Sullivan today around 2:15pm ET. See you there #EFT #OOTT