mwp
@mwp_acm
ex- tech equity mm, electricity markets, still a baseball fan
Was dir gefallen könnte
fantastic job on the book.
On the morning of October 23, 1983, a Mercedes truck tore through concertina wire that surrounded the U.S. Marine headquarters and barracks building in Beirut, Lebanon. The driver accelerated by Marines at guard posts – Marines who had been prohibited from chambering rounds in…
People like Tim Walz appeal to our Founding Fathers when they think it’s useful, but spent the last decade calling them evil white supremacists and tearing down their statues.
I'm not real familiar with their domestic politics but I can only assume from this tweet that Britain has solved all of its major problems and is in the mopping up phase of establishing utopia.
I won't shy away from decisions to protect kids, even if there are the predictable cries of nanny state. We're stopping shops from selling high-caffeine energy drinks to under 16s, so they can turn up to school ready to learn.
RIP Sir Larry.
Terence Stamp, the Oscar-nominated British actor best known for his role as villain General Zod in “Superman” movies, has died. fox9.com/news/terence-s…
This may not be the top, but it 100% warrants at least some SPY puts.
Wall Street analyst Dan Ives brings his out-of-the-box fashion style to a new clothing line cnbc.com/2025/08/07/dan…
Interesting take on investing from someone who would be considered part of the $HOOD crowd. Well done emilieperman.substack.com/p/a-way-that-i…
Should the next Pope should be "Jesus Christ with an MBA"? My latest at @Forbes Pope Francis’ sweeping reforms cleaned up some of the mess at the scandal-plagued Vatican Bank, but his management also left its coffers severely depleted. Inside the Holy See’s murky financial…
SPAC deal with no warrants for a business that buys Bitcoin
JUST IN: Twenty One Capital CEO Jack Mallers says "we do intend to raise as much capital as we possibly can to acquire #Bitcoin" 💥
Per @BloombergNEF, majority of U.S. shale plays (discovered, undiscovered, or possible gas and oil reserves) are profitable at $50/barrel ... below $50 means some regions (e.g., Bakken) are no longer profitable @DataArbor
Apple $AAPL quietly shipped 600 tons of iPhones—around 1.5 million units—from India to the U.S. in recent weeks, trying to get ahead of Trump's new tariffs. The company sped up production at Foxconn’s Chennai plant, even running Sunday shifts, and worked with Indian authorities…
“Let me get this straight, you can buy a burrito on an interest-free instalment plan?” “That’s right, and we’re not even based in the Chipotle store.” “So, you finance this by packaging the burrito instalment loans into Burrito CDO A, which has part of Burrito CDO B and both…
DoorDash, $DASH, and Klarna have signed a deal where customers can choose to pay for food deliveries in interest-free installments
Another broadside on the universities. They are so expensive in part because they have massively bloated administrations. It’s 1:1 professor to administrator in many places - if not more. Why? Because they have overproduced PhDs in particular. We don’t really need so many PhDs.…
The S&P 500's correction hit 10% today. How much more downside do we need to see before @cnbc brings back their "Markets in Turmoil" special? The only indicator with a perfect track record... bilello.blog/newsletter
📈 Gas tops $4/MMBtu as spring approaches • Storage below trend entering build season • EU gas hits 4-month low (opposite direction) • Harvard paper tackles data center rate debate • US-Canada power export tensions brewing Read more: blog.aesi-inc.com/weekly-power-o…
There's still spots open for tomorrow's fundraising event. Don't want to bowl? Stop by and have a beverage, make a donation, and join in the fun. Lots of great prizes and silent auction items to be won. See you in Shakopee!
In Massachusetts, the campaign to ban natural gas has caused energy bills to spike, and now the politicians who enabled that campaign are acting as if they didn't play a role. 🧵
SPP is issuing a Conservative Operations Advisory for the entire SPP balancing authority footprint effective Feb. 20, 12 a.m. CT until an anticipated end of 1 p.m. CT. This is in addition to the previously declared Resource Advisory and Weather Advisory. spp.org/markets-operat…
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