> WTI soars to sweet $106+ and my Canadian oil stocks are fuqing raking in the cash.

Canadian Natural Resources produces heavy oil (the good stuff) at a breakeven of about $25.  They’re used to having to keep costs low because they used to have inadequate pipeline capacity.

Now with plenty of direct export to Asia via the TMX pipeline they’re clearing a $80 a barrel, other Canadian oil sands producers have similar margins and there’s fuq-all Trump can do about it tax or regulation-wise.