Author

@VanIsleInvestor VanIsleInvestor

Canadian-energy macro thesis builder who relays BNN picks and discloses positions

Builds and shares a quantified Canadian oil & gas macro fram

trader score
+1.88
hit rate
60%
mean α
+1.03%
signals 14d
109

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 60% hit rate, +1.03% mean alpha, trader score +1.88. Their last-14d mentions, direction-adjusted, have moved +0.1% since posting (mean over 34 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@VanIsleInvestor·Reports LNG Canada vessel counts, utilization and full-capacity monthly requirements.·
2026-08-28RBA@VanIsleInvestor+0.40Relays Brianne Gardner's three top picks with current prices and targets.·
2026-08-28CEG@VanIsleInvestor+0.40Relays Brianne Gardner's three top picks with current prices and targets.
2026-08-28AVGO@VanIsleInvestor+0.40Relays Brianne Gardner's three top picks with current prices and targets.
2026-08-27CVE@VanIsleInvestor+0.55Reports record or ramping Canadian oil-sands production across four named operators.-0.4%
2026-08-27CJ@VanIsleInvestor+0.45Reports record or ramping Canadian oil-sands production across four named operators.·
2026-08-27SCR@VanIsleInvestor+0.20Reports record or ramping Canadian oil-sands production across four named operators.·
2026-08-27IPCO@VanIsleInvestor+0.40Reports record or ramping Canadian oil-sands production across four named operators.·
2026-08-26·@VanIsleInvestor·Author sees little chance of the Strait reopening and describes $80 oil as healthy.·
2026-08-26·@VanIsleInvestor·Highlights uncertain oil transit arrangements and Chinese retaliation risk.·
2026-08-24·@VanIsleInvestor·Reports SaskPower's planned 370 MW gas plant and advocates similar privately built capacity in British Columbia.·
2026-08-24SII@VanIsleInvestor+0.40Relays Rick Rule's top picks and explicit targets for IPCO and SII, while noting household ownership.·
2026-08-24IPCO@VanIsleInvestor+0.55Relays Rick Rule's top picks and explicit targets for IPCO and SII, while noting household ownership.·
2026-08-24DC.A@VanIsleInvestor+0.25Relays Rick Rule's top picks and explicit targets for IPCO and SII, while noting household ownership.·
2026-08-24NTR@VanIsleInvestor+0.85Relays Rick Rule's 30-year Nutrien holding and expectation that only his heirs may consider selling.·

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.