Fascinating drone footage looking down into a volcanic eruption from above.
Credit: Bjorn Steinbekk
Mister Markets’s Tweets
Who wants to see the list of 100 top paid people on wall street exactly 30 years ago to the week!
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Never take hypocrites seriously
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The greatest energy arbitrage of all times: US Gulf coast ➡️ NW Europe. 200mUSD gain or more per trip… which is basically the price of the ship. Insane!
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ASX housing
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I’m not using your preferred pronouns. I’m not budging. I said what I said.
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The fight against ESG is crucial to Red State Autonomy, and—as always— is leading the way.
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I’m an energy density maximalist. ☢️
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Hands down one of the koala's favorite "with all due respect, your ESG no coal rule can go fuck itself" slides
You know Teck is a Canadian company because it's just said so nicely
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DO YOU WANT ME TO EAT THE FUCKING TOAST OR NOT?
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What Stanley Druckenmiller taught Michael Mauboussin () about position sizing.
"Position sizing was 70 to 80% of the game."
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This man is an absolute legend 👏
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Speaking at the Uvalde City Council meeting to hold the city leaders accountable for the mistakes that were made on one of the worst days in American history.
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Gold miners looking more limp dicked than the boomers who own them 😮💨
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Parahawking is an interactive experience of gliding with birds of prey, combining paragliding with falconry
Trained birds of prey fly with paragliders, leading them to thermals
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Paul.Nelson
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Gm.
The ECB is playing in white.
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Time to move to Turkey?
The unstoppable USD.
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Apparently Citi has a pain gauge for the the USD and it’s near the 60 level that has often come just before the USD rolls over
Bloomberg Index touched the highest since its 2004 inception. “If the dollar does top out in the coming months we could see a very rapid reversal” -BBG
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Break dance during the break on a Hubei construction site🕺🕺🕺
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To offset losses from its QE portfolio, the Fed will record a "deferred asset" on its balance-sheet from 2022-2025, project Fed economists
This will stop the Fed's capital turning negative. But payments to Treasury will cease while the asset exists
federalreserve.gov/econres/notes/
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The Reply Guy Wins the internet today 😆
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Another gem by , this time on US gasoline demand. "In short, pump prices have hit record highs this year, but demand remains sticky and relatively inelastic." #COM
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Parents, take note, THIS is how you handle your school boards.🔥🔥🔥
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Impressive. The collapse of a huge glacier in Kyrgyzstan.
The author of the video managed to hide behind a large stone and survived.
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Milton Friedman 1978 crisis of the Federal Reserve's making.
youtube.com/watch?v=xNc-xh
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Warren Buffett in a nutshell:-
So much to learn from him. The best investing teacher of all time. Make him your guru.
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Microsoft’s Azure took 51% of the incremental cloud growth in Q1.
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In 2016, Mearsheimer was asked what the biggest disaster in US foreign policy was. The panelist next to him said Iraq. Here’s his answer. In my business, this is called a crystal ball.
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Another important personnel that should get some attention. If this happens, that's 2 consecutive former party secretaries of XJ to step down from Politburo.
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Today ends the discussion of Chen Quanguo's chances of making this year's PBSC. Six months after resigning as Party Secretary of Xinjiang, Chen is once again transitioning to a new position.
Our personnel tracker explains why this move matters: macropolo.org/digital-projec
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Awesome chart from Jamie at CIBC.
When in E&P history could you +30% to capex (unch prod) and have only a minor change to FCF, net debt, or ability to pay a great dividend.
I'd say never.
These very wide FCF margins are what makes E&P a great inflation insulating investment.
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Last week the market was pricing in a 3.0% cash rate by December and a peak rate of 3.69%.
Now the market is pricing in a 3.83% cash rate by December and a peak of 4.43% in June next year.
That would put variable mortgage rates at around 7%, up from ~2.5% pre-rate hikes.
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