Author
@JoshYoung JoshYoung
grade Ax.com/JoshYoung ↗
Contrarian oil-bull PM reasoning from physical supply-demand and capital cycles
Publishes original, conviction energy theses arguing oil is
trader score
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hit rate
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mean α
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signals 14d
47
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -3.6% since posting (mean over 1 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @JoshYoung | · | States the IRGC attacked after US markets closed, with a sarcastic framing. | · | tweet ↗ |
| 2026-08-28 | · | @JoshYoung | · | Discloses a large position in an unnamed oilfield-services provider with high FCF yields. | · | tweet ↗ |
| 2026-08-27 | · | @JoshYoung | · | Expresses enthusiasm for drilling in an unnamed overlooked region. | · | tweet ↗ |
| 2026-08-27 | · | @JoshYoung | · | Attributes surging electricity prices to subsidized renewable projects and fiscal policy. | · | tweet ↗ |
| 2026-08-27 | · | @JoshYoung | · | Questions reported estimates of oil flows leaving the Strait of Hormuz. | · | tweet ↗ |
| 2026-08-27 | · | @JoshYoung | · | Self-identifies as an oil bull and celebrates rising oil prices despite risk-on tech trading. | · | tweet ↗ |
| 2026-08-27 | · | @JoshYoung | · | Uses a Texas solar-farm fire to criticize green energy. | · | tweet ↗ |
| 2026-08-26 | · | @JoshYoung | · | Endorses a cited view that a long-term oil cycle extends beyond war and short-term economic fluctuations. | · | tweet ↗ |
| 2026-08-25 | · | @JoshYoung | · | Asian refiners are reportedly on course to nearly double purchases of US crude. | · | tweet ↗ |
| 2026-08-25 | · | @JoshYoung | · | Argues oil-flow dependence is driving US concessions to Iran to reopen the Strait of Hormuz. | · | tweet ↗ |
| 2026-08-25 | · | @JoshYoung | · | The author doubts the justification for oil's 3% decline. | · | tweet ↗ |
| 2026-08-24 | · | @JoshYoung | · | Government price intervention is said to inevitably fail against fundamentals. | · | tweet ↗ |
| 2026-08-24 | · | @JoshYoung | · | Argues market intervention and price controls create shortages and ultimately higher prices. | · | tweet ↗ |
| 2026-08-24 | · | @JoshYoung | · | Provides historical context that both Trump and Biden previously waived Iran sanctions enforcement. | · | tweet ↗ |
| 2026-08-24 | · | @JoshYoung | · | Mocks oil bears preparing to short another headline, implying skepticism of bearish oil calls. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.