david obront
@obront
in pursuit of curiosity, equanimity and golf balls
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"There are at least a billion people on earth at this moment who would consider their prayers answered if they could trade places with you." ~ Sam Harris
"If the stars should appear one night in a thousand years, how would men believe and adore; and preserve for many generations the remembrance of the city of God which had been shown!" Ralph Waldo Emerson. Nature (1836)
I believe it is!
"Is Argentina Really Changing? Ask Its Salmon in Tierra del Fuego" bloomberg.com/opinion/articl… "the share of Argentines who say they would rather live in a country where the state does most things rather than private companies has fallen from 70% in 2011 to 41% this year."
$SI silver $HG copper excellent balanced view here campbellramble.ai/p/10-silver-da…
Everyone driving slower than you is an idiot, and everyone driving faster than you is a maniac! — George Carlin
longer route = bullish dry bulk shipping = $SBLK $GNK
"Simandou has the potential to tilt power in the iron ore market decisively towards #China, which has engaged in a 2-decade tug of war w/Australia & Brazil, the largest producers." “Its a game-changer...We haven’t seen anything like this in a long time” ft.com/content/9fe8f5…
In Flanders fields the poppies blow Between the crosses, row on row, That mark our place; and in the sky The larks, still bravely singing, fly Scarce heard amid the guns below. We are the Dead. Short days ago We lived, felt dawn, saw sunset glow, Loved and were loved, and now we…
time to exit #gold "We love gold but its time to be short" all the reasons logically articulated by andy constan @dampedspring
Sold my gold back to equal weight in beta and got short for alpha scaling into this rally in the last week or so. Wrote this. @BobEUnlimited knows gold!! dampedspring.com/wp-content/upl…
Executive Order “Deploying Advanced Nuclear Reactor Technologies for National Security” directs Department of War to commence operation of Army-regulated nuclear reactor at domestic military installation no later than Sept 2028 #nuclear #EnergySecurity #janus…
army.mil
Army announces Janus Program for next-generation nuclear energy
WASHINGTON — The Department of Army today announced the launch of the Janus Program, a next-generation nuclear power program that will deliver resilient...
yes this! @fkronawitter1 👏 "Dominant Driver Theory" is exactly how i think about macro markets
I just published a new "Next Economy" post (link in next tweet) summarising my macro strategy and how it has done over the past year I hope you enjoy the read!
“Faced with the choice between changing one’s mind and proving that there is no need to do so, almost everyone gets busy on the proof.” ~ John Kenneth Galbraith
Economic Statecraft leads to policy escalation (tariffs require matching subsidies, then control of where credit flows ... ) political, economic, and military statecraft -- will be used with greater force, and in conjunction, as required @TheMichaelEvery has a big picture
The latest update on US Grand Macro Strategy as is….and as it may be next. media.rabobank.com/m/6df1934ac302…
ding!
BREAKING: CTA positioning in US equities has hit the 100th percentile, meaning they are "max long." Commodity Trading Advisors are systematic, “rules-based” funds that trade automatically, often amplifying market moves. CTAs bought $27.7 billion of US equities in July and…
Talent hits a target no one else can hit; Genius hits a target no one else can see. ~ Arthur Schopenhauer
United States Trends
- 1. Josh Allen N/A
- 2. Josh Allen N/A
- 3. Broncos N/A
- 4. Broncos N/A
- 5. Keon Coleman N/A
- 6. Tony Romo N/A
- 7. #BUFvsDEN N/A
- 8. Jordan Humphrey N/A
- 9. Sean Payton N/A
- 10. Frank Crum N/A
- 11. McDermott N/A
- 12. Mecole Hardman N/A
- 13. Jake Lang N/A
- 14. Piers N/A
- 15. Britain N/A
- 16. Surtain N/A
- 17. Virginia N/A
- 18. Singleton N/A
- 19. Darnell Savage N/A
- 20. Deone Walker N/A
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