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Try $SSL Not purely chemicals but cheap and generating tons of FCF.
Time to brush up on some specialty chemicals companies. What are your favorites? Where should I start the dumpster dive?
Where are you seeing the data on this trend change?
Gen Z is starting to repudiate intangible assets...stocks, crypto, digital cash, NFTs...in favor of tangible assets...gold, silver, collectible cards, real estate. It's not a wholesale shift, there's still plenty of meme coin bros. But the trend data is there.
It felt like one of the was blowing out of a position today in gold. I’ve never seen it trade like that.
Will the banks start failing because of the metals squeeze? Many are short
$AMD $NVDA $AVGO
👇 this
The retweet below triggered me, so here is a long rant about the institutional problems at the Fed and New York Fed President John Williams. --- Congress amended the Federal Reserve Act in November 1977, adding the dual mandate of maximum employment and price stability. The point…
Steve Eisman from The Big Short is long Cannabis youtu.be/n_pRD_gMy1A?si… $MSOS
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Steve Eisman from The Big Short | Lemonade Stand🍋
Christians are the most persecuted religious group worldwide. That's probably hard to wrap your head around if you live in the West, but the fact remains.
I agree with this call.
I believe we’ll see a major bankruptcy within the next 5–7 years at the retailer Target (NYSE: TGT, $87.28). A 🧵
The last 3 sessions in Gold has been driven by speculation rather than fundamentals. The rates curve has confirmed the hawkish message from Powell last week. Cuts will come sooner but there will be less cuts overall and the neutral rate is higher. Gold is vulnerable to a short…
This is literally the greatest circle jerk in the history of finance. Almost everyday, there's another one.
I've worked on H1-B politics for 30 years. Trump's $100k per year tax is a great solution. It will mean H1-B is used just for very high value jobs, which will mean no lottery needed, and more certainty for those jobs.
This is not positive for $ORCL *US TIKTOK USERS WOULD BE ASKED TO SHIFT TO NEW APP: WSJ
He was 19 when he wrote this. Think about most 19 year olds you know.
Also, hilarious timing, as I got this email from a PE guy last night. First one I've ever got from him directly. Hi Joseph, We have access to OpenAI in the $550B range. If you are potentially interested in an allocation, please let us know and we can provide more details on…
This whole RPO, hocus pocus deal that $ORCL just announced with OpenAI will never fully materialize. Sam Altman is so far out over his ski's with all these deals he's signing, it's mind blowing.
This whole RPO, hocus pocus deal that $ORCL just announced with OpenAI will never fully materialize. Sam Altman is so far out over his ski's with all these deals he's signing, it's mind blowing.
$ORCL has $11B in cash, $105B in debt, generates $20B in cash from operations and is now FCF negative. How is this all going to work exactly? ORCL has to buy the chips, take on more debt, while OpenAI has $10B in revenue but will spend $60B/yr in CapEx for five years. What?
RIP Charlie Kirk. It doesn’t matter what your opinion is of Charlie or his politics if you don’t view this as one of the darkest days in American history than you are part of the problem.
Dump that paper while you can baby! *OPENAI BOOSTS SIZE OF SECONDARY SHARE SALE TO $10.3B: CNBC
Rock on! These ladies are going to need protection from those dirt bags.
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