Considering Mining Hormuz After Blocking Their Blockade
We already blockaded their blockade… but what if we also threaten to mine Hormuz …?? https://t.co/V96W6vpcTn
Trump’s Iran Strategy: Nonexistent, According to Chase
My buddy Chase at @pineconemacro killed me with his summary of Trump’s Iran plan🤣. Or lack of plan. We certainly share a similar view on this one. If you aren’t subscribed to his stuff, you’re missing out… https://t.co/6OJ1zP2IaA
Hormuz Closure Fuels Looming Oil Price Spike
It’s now been a month since this posting of mine. I still don’t think it’s dawned on most investors that Hormuz isn’t opening until Iran wants it open. With oil starting to get frisky to the upside, I think we’re getting...
Current Drilling Woes Echo 2015 Shale Unprofitability
This really feels like shale in 2015, when no one could convince energy companies to stop drilling unprofitable wells...
AI Hype: Massive Spend, Near‑Zero Margins, Inevitable Bubble
If you look at this as a business, you’re gonna be disappointed. This is the greatest stock promotion of all time (made better bc you can’t even buy shares today)… $1T in AI capex so far and revenue has ramped to...
Reviving Mayagüez's Heritage: Charm Preserved in Renovation
Always feels good when someone renovates an old derelict building and keeps the original charm. This time in Mayaguez, PR https://t.co/tmszTPQhfW
Quant's 600+ SP
A quant buddy told me on the lows that we’d slingshot 600+ SPZ and NATH before the end of April. Respect given for nailing that call. You know who you are. Wish I had followed… https://t.co/c5wCz1ApXJ
Market Ignores Hormuz Shutdown; Datacenter Attacks Could Trigger Crash
Literally no one in the mkt seems to care that Hormuz has been shut for a month, but if they start hitting datacenters, we may finally crash…🤣
Twine Brackets Offer Adjustable Support Over Rigid Stakes
Farmer question: Trying to open up the branch structure of an orange tree (pic 1). Trying bricks with twine as they allow me to adjust over time. Why is this better/worse than the stakes I used on my jackfruit...
Take Profits, Surf, Then Re‑enter Before 3 Pm Rally
Probably should sell what I bought on the open for a fat gain, go surf for a few hours and come back to buy back in before the 3pm peace rally…
Gold Surges as War De‑escalation Rumors Emerge
Gold rallies on rumors of a potential off-ramp in a war. Markets never cease to surprise me…🤣🤣
Trump Faces No‑Win Iran Standoff Threatening Global Economy
The important thing is that Trump is out of attractive options. Hormuz has to open, or the global economy dies. Iran won’t negotiate and ground wars are messy. Given the size and population of Iran, we likely need a force...
Iran Hikes Oil Price, OPEC Cuts, Shipments Flow
The Iranians ramped the price of oil, forced OPEC to shut in a bunch of barrels, and are still shipping theirs with no issues… Seriously, tell me the boys at Vitol aren’t watching this move in awe…🤣
Hormuz Closure Risks Boost Long Volatility Gains
They had all weekend to think something up. The best they could come up with is sailing into a turkey shoot… Think it’s time to accept the obvious. Hormuz opens when the Iranians want it to open. Only way Trump can...
Distressed 9x‑levered PIK Bond Faces Buyer Vacuum
Just curious, but when you have an 11% PIK, cov-lite bond on a corporate that’s 9x levered, who’s the logical buyer when there is forced selling?? Like can this go from 99 offered to 10 bid in a single trade…??