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  1. Carbon13

    The Biden Administration and All Things Politics

    I think the best argument against solving labor shortages is its the first time in a very long time labor has had bargaining power.
  2. Carbon13

    The Biden Administration and All Things Politics

    Ukraine exacerbated what was already in motion. But yeah thats horrific and heartbreaking. The only obvious fix to solve inflation besides crushing demand through interest rates and ending QE is allowing more immigration to ease tight labor.
  3. Carbon13

    The Biden Administration and All Things Politics

    Recession is only viable option
  4. Carbon13

    The Biden Administration and All Things Politics

    No this isnt true
  5. Carbon13

    The Biden Administration and All Things Politics

    Im in a meeting right now but yes i do. Will post later. May i also turn the question around and ask if you have evidence that it hasn’t?
  6. Carbon13

    The Biden Administration and All Things Politics

    The heart of the commodity inflation is due to long term cyclicality of the industry. Its natural and normal. Under supply leads to high prices which leads to profitability which leads to a supply response which leads to over supply which leads to low prices which shuts down supply which leads...
  7. Carbon13

    The Biden Administration and All Things Politics

    I dont have an issue with ESG investing. But i think there are limits and it should be grounded in reality. We have 9.1% inflation. An energy crisis. A food crisis. We’re going to have to invest in dirty industries or prices will continue to climb. Not doing so is unserious policy and by...
  8. Carbon13

    The Biden Administration and All Things Politics

    How do you figure its not enough time for lease to pumping? Most leases are already settled. Planning, permitting, drill, completion, flowback, put online takes 9 mos. tops. I broadly agree that most of the price hikes are unrelated to biden, but its had an impact at the margins. ESG is an...
  9. Carbon13

    The Biden Administration and All Things Politics

    He placed the moratorium as soon as he came into office. Its been in effect for almost two years now. KXL probably wouldn’t have offered incremental barrels as TMX and rail are enough, but along with esg and permitting moratoriums, it just increases uncertainty in the energy space. Higher...
  10. Carbon13

    The Biden Administration and All Things Politics

    Energy prices are indeed driven by a host of forces. Biden certainly has not helped though by blocking keystone xl pipeline, placing a moratorium on new drilling on federal lands, and pushing an esg agenda that ignores basic science.
  11. Carbon13

    Trade Rumors Involving the Jazz

    Thats a lot of ***
  12. Carbon13

    Trade Rumors Involving the Jazz

    My friend works high up in heat org. They offered lowry, herro, robinson, and picks. I dont care if u believe me or not. Im not lying.
  13. Carbon13

    Gobert to Minnesota

    We need to tank for the french kid
  14. Carbon13

    Will Hardy expected to be hired as head coach

    White, of course
  15. Carbon13

    HC candidates

    Charles Lee!
  16. Carbon13

    Predict the Rudy Gobert trade

    Seems like a lot of this depends on timing. If the trade takes a long time to follow through i think i agree with you. If it happens sooner i think both those variables are pretty marginal relative to getting the right trade done and not rushing it.
  17. Carbon13

    Predict the Rudy Gobert trade

    What makes you say that?
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