Author

@JoshYoung 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
65

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 -0.6% since posting (mean over 2 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@JoshYoung·The upward arrow explicitly expresses a bullish view on oil.·
2026-10-16·@JoshYoung·Characterizes current oil-market behavior as nonsensical.·
2026-10-16·@JoshYoung·Canadian energy equities are attracting demand, lifting valuations and expectations.·
2026-10-16·@JoshYoung·Connects the Iran war with emerging regional unrest and possible regime change.·
2026-10-15·@JoshYoung·Reports another attack on Saudi oil infrastructure.·
2026-10-15·@JoshYoung·Uses a bearish metaphor implying severe deterioration in oil activity.·
2026-10-15·@JoshYoung·Reports that Saudi Aramco's headquarters was hit and raises risk of further attacks.·
2026-10-15·@JoshYoung·The phrase and attached media portray a favorable morning for bond bulls.·
2026-10-14·@JoshYoung·Explicitly argues that higher oil prices benefit the US economy.·
2026-10-14·@JoshYoung·Calls for leadership to rotate from gold and silver into oil.·
2026-10-13·@JoshYoung·The rhetorical prompt implies a bullish view on oil exposure.·
2026-10-13·@JoshYoung·A meme frames Saudi news as adverse to oil bears, implying bullish oil sentiment.·
2026-10-13·@JoshYoung·Reports Paul Tudor Jones's bullish stance on oil.·
2026-10-13BP@JoshYoung-0.45BP reportedly booked a $4.5 billion loss on green-energy projects.+5.7%
2026-10-13·@JoshYoung·Reiterates a thesis that the US-Iran war raises regional government-instability risk.·

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.