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5 year Market Outlook/Opinions Part Deux

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Old 03-15-2023, 07:38 AM
  #201  
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Originally Posted by Trip7 View Post
Yes. The oil financial markets are completely disconnected from the physical market. Recent volatility related to SVB and Credit Suisse banking silliness. Remember before the Great Financial Crisis those who saw the trainwreck early and shorted Mortgage Backed Securities had to sit and wait while the MBS prices climbed because traders were doing their thing until the music stopped

https://www.youtube.com/watch?v=Hhy7JUinlu0
I have to say I still disagree. A global financial crisis like the one in 2008 put oil in the dump. In the years prior.. 2007-2008 oil sky rocketed. There were calls for 200 dollar per barrel of oil that never manifested. This is feeling very familiar if you ask me. IMO the market is pricing in a slowdown.
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Old 03-15-2023, 10:47 AM
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Originally Posted by Bottlen0se View Post
I have to say I still disagree. A global financial crisis like the one in 2008 put oil in the dump. In the years prior.. 2007-2008 oil sky rocketed. There were calls for 200 dollar per barrel of oil that never manifested. This is feeling very familiar if you ask me. IMO the market is pricing in a slowdown.
Time will tell. I'm betting otherwise. Added significantly to all my Energy postions today with more to come week of the 20th. I'm hoping this Liquidity event as a result of the Credit Suisse debacle continues to keep equities depressed til the big payday.
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Old 03-15-2023, 12:53 PM
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Originally Posted by Trip7 View Post
Time will tell. I'm betting otherwise. Added significantly to all my Energy postions today with more to come week of the 20th. I'm hoping this Liquidity event as a result of the Credit Suisse debacle continues to keep equities depressed til the big payday.
I followed suit and put some capital in energy today. The non-retro check is going into outdoor living space. It will be a -2.5% annual return once the county adds the improvements to my taxable value. .
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Old 03-15-2023, 09:13 PM
  #204  
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Originally Posted by Gunfighter View Post
I followed suit and put some capital in energy today. The non-retro check is going into outdoor living space. It will be a -2.5% annual return once the county adds the improvements to my taxable value. .
Haha nice. What you getting in the Outdoor space?
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Old 03-16-2023, 06:48 AM
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Originally Posted by Trip7 View Post
Haha nice. What you getting in the Outdoor space?
I'm adding a 12x35 steel framed deck on the back of our covered patio, replacing the Members Mark grill with a built in Lynx grill and putting a flagstone border around the seating area by the hot tub.

​​​
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Old 03-16-2023, 08:04 AM
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Originally Posted by Gunfighter View Post
I'm adding a 12x35 steel framed deck on the back of our covered patio, replacing the Members Mark grill with a built in Lynx grill and putting a flagstone border around the seating area by the hot tub.

​​​
Very very nice!
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Old 03-16-2023, 08:42 AM
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Originally Posted by Gunfighter View Post
I'm adding a 12x35 steel framed deck on the back of our covered patio, replacing the Members Mark grill with a built in Lynx grill and putting a flagstone border around the seating area by the hot tub.

​​​
Gas grills should be banned and are far too expensive. The bang isn’t worth the buck.

A ceramic grill is the way to go. In 2016 I purchased a Primo Oval XL. It’s a direct competitor to the Big Green Egg. I had flown with captains who owned both brands so I did some research and ended up buying the Primo.

There is absolutely no comparison to the end result between a ceramic grill and gas grill. None. Zero. Hands down the best flavor you can imagine. Every single person I’ve ever prepared a meal for off my Primo has been wowed.

Save those thousands you’ll throw away on a Lynx and thank me later.
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Old 03-16-2023, 10:06 AM
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Originally Posted by CoefficientX View Post
Gas grills should be banned and are far too expensive. The bang isn’t worth the buck.

A ceramic grill is the way to go. In 2016 I purchased a Primo Oval XL. It’s a direct competitor to the Big Green Egg. I had flown with captains who owned both brands so I did some research and ended up buying the Primo.

There is absolutely no comparison to the end result between a ceramic grill and gas grill. None. Zero. Hands down the best flavor you can imagine. Every single person I’ve ever prepared a meal for off my Primo has been wowed.

Save those thousands you’ll throw away on a Lynx and thank me later.
I spent Monday night and Tuesday morning smoking a brisket on my ceramic egg. It was my first time using a Flameboss 400 vs manual vent control. It did a phenomenal job maintaining 225 degrees throughout the smoke. At the end of the smoke I separated the flat from the point and added charcoal for the first time since lighting the fire to finish the burnt ends. It's amazing how fuel efficient ceramic eggs are for a 12+ hour smoke. I've had good luck with pork shoulders, burgers and brats as well.

The Lynx grill is an indulgent purchase for searing steaks and grilling burgers or chicken when I don't want to light the egg. I can have 800-1000 degrees in 2 minutes for searing a steak, whereas the egg seems to peak at 600. Using logic is like telling a Porsche buyer that a Miata is just as much fun. I've come up with a dozen reasons why it isn't worth the expense, but still want the grill. The other benefit is the gas grill sits directly outside of the house on the covered patio. The egg was banished to a higher portion of the of the yard, away from the house, where prevailing winds carry the smoke away.

Have you cooked pizza on the egg? I'm curious how it compares to an Ooni pizza oven or something similar.


*My gas grill will be the equivalent of a gated shift Ferrari in a few years...
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Old 03-16-2023, 12:06 PM
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Originally Posted by Gunfighter View Post
I spent Monday night and Tuesday morning smoking a brisket on my ceramic egg. It was my first time using a Flameboss 400 vs manual vent control. It did a phenomenal job maintaining 225 degrees throughout the smoke. At the end of the smoke I separated the flat from the point and added charcoal for the first time since lighting the fire to finish the burnt ends. It's amazing how fuel efficient ceramic eggs are for a 12+ hour smoke. I've had good luck with pork shoulders, burgers and brats as well.

The Lynx grill is an indulgent purchase for searing steaks and grilling burgers or chicken when I don't want to light the egg. I can have 800-1000 degrees in 2 minutes for searing a steak, whereas the egg seems to peak at 600. Using logic is like telling a Porsche buyer that a Miata is just as much fun. I've come up with a dozen reasons why it isn't worth the expense, but still want the grill. The other benefit is the gas grill sits directly outside of the house on the covered patio. The egg was banished to a higher portion of the of the yard, away from the house, where prevailing winds carry the smoke away.

Have you cooked pizza on the egg? I'm curious how it compares to an Ooni pizza oven or something similar.


*My gas grill will be the equivalent of a gated shift Ferrari in a few years...
I now take back what I said about wasting your money on the Lynx. As long as the BGE is in the picture you can’t go wrong. Ceramics are amazingly efficient and hold their heat well, that’s part of the magic.

I have not done pizza on mine so I can’t help you there. The most flavorful meat I prepare on my Primo is a smoked sirloin steak. Absolutely incredible. PM me if you’d like the recipe.

Cheers
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Old 03-16-2023, 01:23 PM
  #210  
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Originally Posted by Gunfighter View Post
I spent Monday night and Tuesday morning smoking a brisket on my ceramic egg. It was my first time using a Flameboss 400 vs manual vent control. It did a phenomenal job maintaining 225 degrees throughout the smoke. At the end of the smoke I separated the flat from the point and added charcoal for the first time since lighting the fire to finish the burnt ends. It's amazing how fuel efficient ceramic eggs are for a 12+ hour smoke. I've had good luck with pork shoulders, burgers and brats as well.

The Lynx grill is an indulgent purchase for searing steaks and grilling burgers or chicken when I don't want to light the egg. I can have 800-1000 degrees in 2 minutes for searing a steak, whereas the egg seems to peak at 600. Using logic is like telling a Porsche buyer that a Miata is just as much fun. I've come up with a dozen reasons why it isn't worth the expense, but still want the grill. The other benefit is the gas grill sits directly outside of the house on the covered patio. The egg was banished to a higher portion of the of the yard, away from the house, where prevailing winds carry the smoke away.

Have you cooked pizza on the egg? I'm curious how it compares to an Ooni pizza oven or something similar.


*My gas grill will be the equivalent of a gated shift Ferrari in a few years...
Love cooking pizzas on my ceramic kamado. Great flavor. Kids tell me daddies pizza is better than restaurant pizza......
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