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The taxi @jakemalasek and I took from O'Hare into Chicago the other night was one of the crazier rides of our lives... He may have driven in the shoulder the entire ride, but he got us downtown in record time! It was crazy!
I just asked Rep. Maria-Elvira Salazar (R-FL) if she's ever refused to accept funds that she voted against. WATCH:
CVS Is Sickly, Unlike UnitedHealth. We Get to the Bottom of the Problem. barrons.com/articles/cvs-i…
BS & if Kayleigh went to law school 101, she knows it!! Check her wording 🧐🤒
“The duck is learning to fly”- @DustinMulvaney Thread
California is entering phase 2 of something we will see worldwide: Phase 1) Solar+wind replace up to ~70% of fossil electricity Phase 2) Solar+wind+batteries replace up to ~90% of fossil electricity Phase 3) Solar+wind+batteries+eFuels replace 100% of fossil electricity 🧵
While I'm not particularly bearish, we're seeing quite a few top signals for #copper. Frankly speaking, I'm not too sure demand has picked up as much as the market implies it has. Not the time to add exposure, outside of explorers that are about to drill exciting prospects IMO.
You can go play with copper, but this blue line still needs to drop back below 0%.
My favority Pitch of Sohn 2024: Couche-Tard by Nikhil Daftary (NK Capital) This pitch is simple to follow and presents a differentiated perspective. A true investing masterclass. Let's dive in -----> 1/n Big Pitcure Let's learn how a convenience store chain has outperformed…
Is tin the next #uranium? @Grainjones told me that tin is his 2nd largest position, after uranium. Much like uranium before the last cycle started, there are only a few public tin companies today. $AFM.V & $MLX.AX are Nick's largest holdings. Full pod: youtu.be/kMdCFdgBihE
In retrospect Sandy Hook marked the end of the US gun control debate. Once America decided killing children was bearable, it was over.
We’re giving away an Ian Happ signed hat, ball and cards! Retweet and follow for a chance to win
This is Stancy Cardwell. He stormed the beaches of Normandy carrying a 60mm Mortar. He’s 101 years old and deserves endless retweets 🇺🇸
👋 I will pick a random person who retweets the original post a free Plus subscription and a 30 minute 1-on-1 meeting with me. You can ask whatever you want or get help on using the tool. 🤝
It's here, the newest version of FinChat.io - The ChatGPT for Finance. 🎉 It's only been less than a week since launch, let me walk you through some massive upgrades we've worked through already. 👇
Those who say $TSLA vol growth should be compared to overall industry vol growth don’t get how stocks work. TSLA has a 2024 P/E of 32x vs an industry avg 2024 P/E of 6-8x. TSLA has to grow volumes by 30% per year or its P/E will re-rate closer to the industry P/E.
I just subscribed to Edelweiss Capital Research edelweiss.substack.com/subscribe?r=7f…
$ITRN ‘ Ituran offers a wicked cocktail to investors that includes a recurring revenue stream, high margins and ROEs, a strong balance sheet, huge insider ownership, and a fetching valuation.’ Full thesis: sumzero.com/pro/research/i…
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