GT @FoamOnTheRunway
¡Viva la libertad, carajo! Not investment advice. The Gulag Archipelago Joined August 2014-
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The mostly peaceful protests are widespread and coordinated in an election year, yet again. Fool me once, shame on you. Fool me twice, shame on me.
UCLA and other universities should learn from the University of Chicago: “We will only intervene when what might have been an exercise of free expression blocks the learning or expression of others or that substantially disrupts the functioning or safety of the university.”
UCLA and other universities should learn from the University of Chicago: “We will only intervene when what might have been an exercise of free expression blocks the learning or expression of others or that substantially disrupts the functioning or safety of the university.”
$SEI #SEUSF announces partnership with #Chevron Namibia Exploration Limited, an affiliate of Chevron Corp. taking an 80% lead in PEL 82. Located in the #Walvis Basin offshore #Namibia, PEL 82 is one of the most attractive opportunities. #oilandgas loom.ly/CmuAbd8
WSJ: "California Fast-Food Chains Are Now Serving Sticker Shock" after raising the minimum wage by 25%. Newsom & Co are maximizing prices across the board, from restaurants to electricity to housing to gasoline -- where prices are now $1.57 above the national average🔽
I heard I got a shout out by the @realDonaldTrump yesterday! It is apparent that we are now sandwiched between two political parties unwilling to acknowledge why the vaccine mandates and handling of the pandemic are anti-democratic and deeply anti-American. 1. Free speech was…
“Success is peace of mind, which is a direct result of self-satisfaction in knowing you made the effort to become the best of which you are capable.” John Wooden
“It was a dark and gloomy day, not raining but just kind of raw and threatening,” according to Westminster Church Sexton George Spence on the day of Edgar Allen Poe’s funeral, October 8, 1849.
Physical gold and silver solves this.....
Physical gold and silver solves this.....
“There's a lot of [$125-150] oil out there. Inflation will be sticky to the upside for average consumer.”
“There's a lot of [$125-150] oil out there. Inflation will be sticky to the upside for average consumer.”
This is an existential problem ⬇️
The chart below makes two things inevitable: (1) The Fed will be the marginal buyer of treasuries: and (2) real interest rates will be negative.
The chart below makes two things inevitable: (1) The Fed will be the marginal buyer of treasuries: and (2) real interest rates will be negative.
Word
Friday humor: “All doctors are full of shit… They have the street smarts of a new-born kitten…”
Friday humor: “All doctors are full of shit… They have the street smarts of a new-born kitten…”
Petrobras valuation in perspective... The enterprise value equals a 30% discount to asset value, or 0.3 standard deviations cheap to the mean discount of 19% since 2000. Reversion to the mean implies $19 per share, and every 10 points on assets equals ~$3 per share. $PBR
Petrobrahs $PBR $PBR.A
Go big or go home👇
Nominal GDP still running at roughly 5%, just a different mix between growth and inflation. What’s the big deal?
Nominal GDP still running at roughly 5%, just a different mix between growth and inflation. What’s the big deal?
This was not written by the Trusted News Initiative
This was not written by the Trusted News Initiative
Ultradeep @Ultradeep3
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ropey @ropeyyyy
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capconstrained @capconstrained
300 Followers 3K Following I am a member of the Church of Total Factor Productivity. Real Rates and Real Wages are my Spiritual Guides. [email protected]
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The Energy Realist @_EnergyRealist
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79 Followers 1K Following
Jay Kaeppel @jaykaeppcl
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Walter Hebblethwaite @whebblethwait
52 Followers 324 Following
Soonder - Energy = li.. @SCInvestorU308
559 Followers 938 Following 🇧🇪 Contrarian investor - Work in the European Energy sector - interested in commodity markets mainly O&G and Uranium
stephen levey @Shearer19711971
354 Followers 2K Following Co-Founder, ION Asset Management. Hate the days the market is shut.
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17K Followers 1K Following Resource Speculator. “You've got to risk it for the biscuit" Everything said is OPINION not fact, DYODD.
Wasteland Capital @ecommerceshares
95K Followers 761 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.
The Kobeissi Letter @KobeissiLetter
504K Followers 511 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
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472K Followers 38 Following Founder: NorthmanTrader. Financial Market Strategist. Macro & Technical Analysis. Keeping it real. To subscribe: https://t.co/rmRFFvMRaH…
Latin Haven 🌎 @latinhaven
2K Followers 86 Following ⏩ I help free-thinking individuals choose the best destination in #LatinAmerica | PlanB | Residency and Citizenship | Tax-free Income | Location Independence |
Eyal Yakoby @EYakoby
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Sintana Energy Inc. @sintanaenergy
653 Followers 104 Following Sintana Energy is a public Canadian oil and gas exploration company listed on the TSX Venture Exchange under the trading symbol: SEI.V
Jeffrey A Tucker @jeffreyatucker
183K Followers 4K Following Prez @brownstoneinst. Daily at the @epochtimes. Author/publisher https://t.co/Q0SHhihQdJ Speaking: https://t.co/DBVyuxZfPq
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Ed Bradford @Fullcarry
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Elica Le Bon الیک.. @elicalebon
77K Followers 304 Following Daughter of Iran // Attorney, activist, artist, and other such labels that belie the illimitable dimensions of human existence
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185K Followers 1K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
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34K Followers 3K Following 📸 Published NYC Photographer 🎙️The New Yorkers Podcast 😎🐿️🌳🍔You can generally find me in Central Park 🙋♂️https://t.co/M5yP5BAjIg
The Way of Jerz @TheJerzWay
10K Followers 1K Following Recovering American… 15+ years helping you become sovereign ▪️Move abroad ▪️Pay less tax ▪️Second Citizenships▪️Get my Emails 👉https://t.co/BUcRXLiVHT
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82K Followers 221 Following Fellow @ManhattanInst. Contributing Ed @CityJournal. NEW BOOK: “When Race Trumps Merit” @DailyWireBooks. Order: https://t.co/677hZxuYN3 views mine
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Pierre Andurand 🇺�.. @AndurandPierre
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ResiClub @ResidentialClub
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Today in History @HistoryNutOTD
16K Followers 8K Following Want to know what happened on this day in history? Follow us for daily updates and take a trip back in time, every day!
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Fireweed Metals @FireweedMetals
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228K Followers 414 Following We work every day to fight for the American people and advance the rule of law in the United States. Join our email list! https://t.co/YYdmOR6NMg #DemolishDEI
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Institute for the Stu.. @TheStudyofWar
717K Followers 3K Following ISW is a policy research organization focused on U.S. national security. Email: [email protected]. For more: https://t.co/FO1PVyOnYB$RIG $VAL $NE RIG 1Q24 call: - Uncharacteristically poor operating performance at 92.9% efficiency 1Q and rev low end of ‘24 guidance. Downtime and delays. RIG is normally good at these things. Weaker cash conversion due to contract prep costs. Nothing wrong w/ market but op…
$RIG Q&A more of a friendly chat / podcast - which is fun and all but let's get on with it $RIG sees RUN on active fleet. 2024 will see active fleet sold-out for 2-3 years going forward. Stacked fleet will be targeted end of 2024, $RIG waiting for economics to improve, multi-yr…
$GALP.PL $SEI.V Major Oil Discovery in Namibia Update: - Launching new 4 well exploration campaign for greater Mopane complex. A late '24/early '25 exercise. - 10B boe Mopane estimate. "This is not a gas discovery. Its light oil with gas condensate, "Didn't exactly target sweet…
Watch Wojtek discuss today’s drill results: $NGEX.TO $NGEX #NoGutsNoGlory
.@UChicago really showing the benefits of having clear principals around speech
New drill results are in! Read more here: tinyurl.com/5dbewxza
$NGEX.to Update 👇🏿 🐼 White: Previous releases Purple: Today Blue: Pending
$ngex.v 🐼view👇 Total holes>Today's holes>Planned holes *Excl. H1 & 3 *song choice by @teedubs20
$NGEX.to LFG
NGEx Minerals reports high-grade copper-gold-silver veins and extensive mineralization at Lunahuasi in Argentina. Potential for major size with grades open in all directions. Third drill program in development. $NGEX.TO
NGEx Minerals Drills 509 Metres at 1.33% Copper Equivalent and 328 Metres at 1.10% Copper Equivalent at Lunahuasi, Confirming Extensive Porphyry-Related Stockwork Mineralization in Addition to Extensions... $NGEX.TO juniorminingnetwork.com/junior-miner-n…
@stephsvox @UCLA In CA, a government run school telling the police not to intervene in behavior threatening to an ethnic minority is a violation of: Fed. law Title VI Fed. law Section 1983 CA Civil Code Section 51 CA Government Code Section 11135 And probably a few others. Sue.
First class action suit against @Columbia for breach of contract. It's not long and worth the read. Probably the first of many. This is going to cost Columbia university a lot of money. And it should. The board of trustees failure to act is outrageous. They should all…
Remarkable video from El Salvador. Nayib Bukele gathers every single official in the executive branch of his government and then announces a surprise. He asks the Attorney General to investigate all of them for bribery.
Title VI violations and lawsuits coming. Imagine any other students doing this to any other minority. Denounce this dispicable antisemetic descrimination.
This is at a public university… IN AMERICA 🇺🇸
NYC Resident Deaths (All Causes) Occurring Daily in NYC from 12/15/2019 - 12/31/2020, vs NYC resident deaths for which FEMA COVID Funeral Assistance-19 was applied & received, respectively. Death certificate must be submitted with application. We are still a long way from a…
$PBR.A $PBR #PETROBRAS Production & Sales Report Q1-2024 Link to full report (PDF) api.mziq.com/mzfilemanager/…
NEW NYC DATA OBTAINED VIA FOIA Q: How many New York City resident deaths in spring 2020 applied for & received FEMA COVID-19 Funeral Assistance? A: Not enough to substantiate the biggest mass casualty event in city history. For NYC resident deaths occurring between March 15 -…
@MugsLuck EBITDA 199mm v company guidance of 188mm. Unscheduled maintenance for Titan BOP probably ~1-2 months of downtime so “clean EBITDA” likely 210-230mm. Significant ramp in revenues/cash flow over coming quarters.
‘Zombie’, The Cranberries, Saturday Night Live, February 25, 1995. 🧟♂️🧟 As unique, iconic & haunting a voice as has ever been this song enters your heart & brain simultaneously with its history, emotion, & sheer gravitas. Just try and stop it. RIP Dolores O'Riordan…
The only reason you wouldn't ask for an id when voting in a society where you need documentation to do literally anything, is if you have no intention of counting the votes.
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