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Democracy survives at the margin - the most powerful voter is the rational Independent whose vote isn’t promised to anyone.
A fit body, a calm mind, a house full of love. These things cannot be bought - they must be earned.
Censorship is a fatal error, as it destroys the means of error correction.
Don’t follow people. Either walk alongside, or not at all.
Just arrived at the NFT speed dating event
The exhaustion of OPEC spare capacity, in an already undersupplied market, while the world transitions away from Russian crude, will be a watershed event for the energy sector. Without long-cycle investment, the outcome will be all-time high oil prices. bloomberg.com/news/articles/…
All of this “tax unrealized gains” talk is by folks who have never taken risk, built things, invested capital. That risk-taking is why the USA leads in innovation. If you make short-term sellers (to pay tax) out of long-term risk takers, it is toxic to the system.
An oil company paying $325 million to be able to sell its own oil above $100/barrel says a lot about the current state of energy markets.
.@HessCorporation says it paid $325 million to remove $100/barrel WTI call options. $HES #oott #shale #oil
9 years. Well, as the characters of my favorite TV series “The Wire” used to say: “You only do two days. That's the day you go in and the day you come out" I even had a T-shirt with this slogan, but the prison authorities confiscated it, considering the print extremist.
Friends tell me Blackstone already walked out on Trafi. Capital and LOCs is exceedingly hard to come by in this space and part of the reason you saw oil pricing blow out to $130 and then collapse back below $100. A thread 1/n
1/ Commodity trading houses have had to manage liquidity at current price by re-entering the market and upsizing their facilities. They are obviously under pressure and the bond market is repricing. Here you have the CDS of Louis Dreyfus, a trading house active in the agri space.
Boris Johnson says the UK is going to make big bets on nuclear power
Warnings that Russia will use destructive weapons of war indiscriminately on the largest cities in Ukraine— Kyiv, Kharkiv, Odesa, Dnipro. US- STOP OIL IMPORTS NOW. PULL BANKS, INVESTMENT BANKS, BIG 4 OUT OF 🇷🇺 NOW. TECH COMPANIES, SHUT YOUR SYSTEMS NOW. Or you will be accomplices
No less an authority than #FionaHill. 100s of articles coming at us; this is a must read. “Ukraine has become the front line in a struggle, not just between democracies and autocracies but in a struggle for maintaining a rules-based system." politi.co/3400f9r via @politico
In the modern era, the scarce resources are creativity and knowledge, not land and commodities. Wars of conquest are really just wars of (self) destruction.
Seen on WSB: "If we want Russia to suffer economically, we should convince them to buy an ARK ETF."
Airbnb Hosts have earned $150 billion since we started. It began when my roommate Joe and I couldn't pay our rent. We inflated 3 air mattresses and created an Airbed & Breakfast. Sometimes when you solve your own problem, you're onto something bigger...
Great thread
Sell-Side Equity Research gets its fair share of criticism from investors, but it’s also a good training ground where you can learn about the investment process and become a better investor. Here are 10 things I learned during my time on the sell-side 👇🧵
The Venn diagram of people who reminded the teacher that homework was due and people who want to go back to the office full time is just a circle
Why do lawyers refuse to put diligence request lists in excel? Why is it always in Word?????
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