Generalist Lab @Generalist_Lab

Embodying Generalism. Geopolitics, Economy, Investing, Bitcoin, Human Rights, Arts, Personal Growth, Global Trends, Tech, Inner Harmony, Unexpected Ideas... generalistlab.com United States of Love Joined June 2017

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Generalist Lab @Generalist_Lab

20 hours ago

BNNBloomberg on submarine fleet replacement "government’s behaviour during the last two years has also been somewhat unusual. It changed the normal rules and processes to speed up what is likely the biggest military purchase in Canada’s history, advancing it by several years."

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Generalist Lab @Generalist_Lab

a day ago

Micron and Anthropic Announce Strategic Agreement: -supply LTA -Claude adoption at $MU -tighter design-feedback loop (other labs might follow) -Investment in Anthropic series H Cute, but no numbers in annoucement. Sure analysts will want more details on call.

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Generalist Lab @Generalist_Lab

3 days ago

@Wolke7Bewohner @gauravphoenix Q2 will be exceptionally strong due to Lithuanian pension fund redemptions. You can observe it in monthly retail sales announcements. It should normalize towards year end. Otherwise it's pretty stable cash cow, that grew stronger after pandemic (lease negotiations) $APG1L

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Generalist Lab @Generalist_Lab

2 weeks ago

1/3 Follow up on Vilvi Group (VLP1L);. Notes from recent call: -CEO expects a strong remaining 2026 9 months -Long term 8-10% EBITDA margin (25'H2 - trough of milk cycle - 5.7% + 3 plants coming online) -new Bauska cheese plant - highly automated; cost competitive

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Generalist Lab @Generalist_Lab

5 days ago

This will come in handy.

*Walter Bloomberg @DeItaone

5 days ago

TULSI GABBARD REPORT ON VOTING MACHINE VULNERABILITY DELAYED BY WHITE HOUSE: SOURCES

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Generalist Lab @Generalist_Lab

5 days ago

From Equinor capital markets day. $50/bbl is sufficient to maintain dividend + 5% dividend growth (TTM yield ~4.6%) after capex, leases. On current market cap of 83B, they maintain 2-4B annual buybacks on mid $70/bbl oil outlook. That's additional 3.5%. $EQNR

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First Squawk @FirstSquawk

5 days ago

US-IRAN TALKS IN SWITZERLAND CALLED OFF; BÜRGENSTOCK MEETING CANCELLED AMID GROWING DIPLOMATIC UNCERTAINTY #BREAKING

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OSINTtechnical @Osinttechnical

6 days ago

Ukrainian defense manufacturer Fire Point’s booth at the Eurosatory defense tradeshow today, playing footage of their drones hitting the Moscow Oil Refinery just hours prior.

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Dmitry Baulin @AstutexAi

6 days ago

If there is one piece of advice I can give you, do not buy this type of chart. You will save yourself a lot of money. The market can be stupid for a month, it cannot be stupid for a year or three years. Sustained relative underperformance against the index is almost always the market telling you something fundamental that you do not want to hear. If you think a stock is genuinely mispriced and will eventually break out of a channel like this, wait for the actual breakout. Pay the higher price and get the confirmation. The cost of waiting is small, the cost of catching a falling knife in a name that keeps falling is enormous. I bought $IOT on a breakout because I think it is the physical layer of the AI build-out that you cannot avoid. But I might also be missing something the market already knows. Sold. $ADBE $CRM $WDAY $NOW $PYPL $ACN

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Generalist Lab @Generalist_Lab

5 days ago

@Nomad_cap Rocketlab?

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Generalist Lab @Generalist_Lab

5 days ago

@FabianWierczoch In a typical risk off, dollar would be down

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Generalist Lab @Generalist_Lab

6 days ago

Made a promise to myself not to sell $MU in 2026 H1. So far so good.

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Generalist Lab @Generalist_Lab

6 days ago

2/2 2. How I expect task force on communications to play out: Group comes up w/ conclusions communication hurts #FED credibility; interviews, dot plots, public commentaries are pulled. Any rate cuts/hikes are a surprise. Except for couple of insiders trading a night before.

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Generalist Lab @Generalist_Lab

6 days ago

1/2 #FOMC 2 personal takeaways: 1. Agree with Warsh on market signal reflexivity. It's a strong signal, when FED is not the one doing the moves. But it's a break in tradition from recent decades. ...

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Generalist Lab @Generalist_Lab

6 days ago

@DeItaone Give them patriot interceptors too, while at it

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Generalist Lab @Generalist_Lab

6 days ago

Iran gets: -300B reparations (pedo complained about 1.5B concession by Obama) "reconstruction fund" -sanctions on energy products lifted -support by trump on its ballistic missle program -Hormuz management in Iranian-Oman hands after 60 days Iran gives: -pinky promise no nukes

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Generalist Lab @Generalist_Lab

4 years ago

Most underappreciated meta skill of investing must be seeking the truth. If you live in your own narrative bubble market punishes you. Hence investors are trained to see everything as objectively as humanly possible. Not coincidentally, this transfers to other areas of life.

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Institute for the Study of War @TheStudyofWar

a week ago

MORE: Iran would likely use immediate economic relief to try to reconstitute its military capabilities, the Axis of Resistance, and its nuclear program. Arab mediators told the Wall Street Journal on June 13 that IRGC Commander Major General Ahmad Vahidi, whom ISW-CTP assesses as dominating regime decision-making, has insisted that Iran’s frozen assets should not be “barred from military spending.” Iranian Foreign Affairs Ministry Spokesperson Esmail Baghaei similarly stated in May that Iran would use assets released under a potential agreement with the United States to advance its defense and military sectors, including Iran’s missile and drone programs.

Institute for the Study of War @TheStudyofWar

a week ago

NEW: Multiple sources published what appears to be the text of the US-Iran agreement. Neither the United States nor Iran has officially published the text of the agreement at this time. The leaked text of the agreement, if accurate, indicates that Iran has emerged from the

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Hunter SPX Thompson ❎ @CoorsLightCEO

a week ago

good. lord.

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Generalist Lab @Generalist_Lab

a week ago

@sentdefender @_MartinKelly_ Any sea babies around?

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Generalist Lab @Generalist_Lab

a week ago

@spotgamma x.com/Generalist_Lab…

Generalist Lab @Generalist_Lab

2 weeks ago

1/3 Two weeks ago neither Grok nor Gemini could not point to weakness in $CME. Finally I stumbled upon it myself. Hyperliquid $HYPE, Kalshi crypto perpetuals approved by CTFC. Take: -crypto affects 10-15% of $CME revenue -institutionals can't use perps, unsuitable for hedging ..