Gringo Investments @GringoInvesting
Ex Silicon Valley. SoCal/LatAm. NG Bagholder. California Joined August 2020-
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🇨🇳 cHiNa iS cOlLaPsInG 🇨🇳
@profplum99 Thinking about this further, these respondents are most likely not the ones with 3% mortgages. From the Larry Summers paper, if you include current financing costs, this is their current experience
This is the kind of policy you get with $NG sub-$2. I remember people wouldn't shut up about renewables in 2020-21. Same applies here. cnn.com/2024/04/25/cli…
Higher GOR ratios - but not in the way everyone expected $XOM
Still true today $AR ⚡
So it begins…
Interesting - $CL Crude Managed Money short positions have usually risen on drops, now rising during a rally 🤔
Read, RT, bookmark for future….a crisis is coming to OFS
This is great. A reminder of why we used to be exceptional and the markers of why we are in decline.
This is great. A reminder of why we used to be exceptional and the markers of why we are in decline.
About the only useful thing TSA does is provide these numbers 👇
TSA checkpoint travel numbers 2024 vs 2023 ...and we are well beyond spring break and the Easter holiday
This is smart by California. Basically what China and India did, but the opposite.
This is smart by California. Basically what China and India did, but the opposite.
Should do a formal write up at some point but let’s do simple math while the koala on a plane $100 - $65 (let’s round up 2023 pre-tax fcf landed China breakeven, see image below) 320 MM tonnes in 2023 (but will grow next few yrs) $11.2bn $1bn g&a $10.2bn 25% taxes $7.65bn…
Should do a formal write up at some point but let’s do simple math while the koala on a plane $100 - $65 (let’s round up 2023 pre-tax fcf landed China breakeven, see image below) 320 MM tonnes in 2023 (but will grow next few yrs) $11.2bn $1bn g&a $10.2bn 25% taxes $7.65bn… https://t.co/TcGqSjDZXm
Michael is anything but a doomer so to see this take from him on this is noteworthy.
Michael is anything but a doomer so to see this take from him on this is noteworthy.
Today I learned there are people projecting an LNG glut based off of a >60% reduction in EU LNG demand in 4 years🤦♂️
Today I learned there are people projecting an LNG glut based off of a >60% reduction in EU LNG demand in 4 years🤦♂️ https://t.co/1V9apLj2PM
A surprising amount of new re-gasification coming online in Europe.
contrarian 8888 @contrarian8888
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Offshore build cycles, 1961-present. $RIG $VAL (others to be added later) And they say there is an inventory issue in housing.
@GringoInvesting The BYD's and Cherry's are very reasonably priced in Brazil. I'm not surprised to see them gaining traction...
@GringoInvesting I have been impressed by the Chinese cars I have ridden in. And the owners I have talked to seem to be very happy with them...
@SteveWps Good to see noted #Natgas bull @PaulSaladino7 loving large in the tropics
I am gay for this guy’s tweet. He’s 1000% on the money.
@BichonRedux @WTIBull Good value investors share that disagreeable temperament... seems to be a requirement. If he wasn't so combative, he wouldn't be good.
Learning how dumb the economists in charge of our monetary system are.
What financial habit has made the biggest difference in your life?
California Fast-Food Chains Are Now Serving Sticker Shock wsj.com/business/hospi…
The Eagles warming up backstage before a performance, 1977
@punk6529 The left wants to print money and raise taxes to fund social programs. They need to stifle capital flight to facilitate these goals. Blockchains enable avoiding tax and inflation. Thus the left opposes them.
@BobEUnlimited Is there better historical data though. Seems normal for older generations to own more housing so the mix really might not be that much different. We're just focusing on it now. How many young people could afford a home in the late 70s- early 80s? Mid 90s were tough too.
Went to the private beach with the fiancé yesterday, the fee keeps the obnoxious people out so she can tan in peace and I can read. Caught up on GaveKal pieces. Thinking about it this morning, western policymakers are lost. They don’t understand how they are losing to Russia.…
Story time. My grandfather was a manager at Texaco, and a round of layoffs meant golden parachutes and early retirement for him and a lot of his peers. What happened next? He told me that most of this group died within five years, as they didn't have anything left to do in their…
I'm convinced 80% of you won't ever fully "retire" even if money were no longer an issue, myself included You'd get too bored
@tedcross I’ve been retired since 2016 after 22yrs on Wall St, wish I retired 10yrs earlier. Retirement isn’t boring, just a lot of boring people who seem to need structure in order to be happy.
@menlobear I agree with this feedback but think your constant cynicism on X undermines your gift for interviewing.