trying to learn @do_em_go
Those who keep learning will keep rising in life - Charlie Munger Dallas, Texas Joined September 2011-
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I cant understand why people make this calculation. They are two distinct commodities with completely different supply/demand curves. Oil supply has been ample, demand has grown slowly. Gold has been subject to huge short term swings in demand while supply has increased…
I cant understand why people make this calculation. They are two distinct commodities with completely different supply/demand curves. Oil supply has been ample, demand has grown slowly. Gold has been subject to huge short term swings in demand while supply has increased…
Every morning I drive my daughter to school and we have Bloomberg radio on and we laugh that not a day passes without an ad for Oracle Clous Infrastructure. They tout saving 50% your current cloud bill etc. We laugh that they are simply selling a commodity at a narrow margin…
Every morning I drive my daughter to school and we have Bloomberg radio on and we laugh that not a day passes without an ad for Oracle Clous Infrastructure. They tout saving 50% your current cloud bill etc. We laugh that they are simply selling a commodity at a narrow margin…
Just a reminder a Ukrainian brigade recently used drones fundraised from the internet to severely damage a 500 million worth S-400 and completely destroy its radar in strikes on Crimea. Incredible.
Why do I get these bible banging ads? The X algorithm is so awful. They should know an atheist has no interest in this
Why do I get these bible banging ads? The X algorithm is so awful. They should know an atheist has no interest in this
No big deal, just a direct violation of 18 U.S.C. § 331 as applied to enforcing the Coinage Act of 1873 as well as 31 CFR - 82.1
No big deal, just a direct violation of 18 U.S.C. § 331 as applied to enforcing the Coinage Act of 1873 as well as 31 CFR - 82.1 https://t.co/abjwSp7JIk
Is $OXY down because the deal is cash and not a tax free exchange of the BRK pfd stock? Otherwise it seems like just simply a sell the news reaction. Volume is huge so clearly some decent sized holders punting. Huge bids out loud for 800K shares got hit this morning. Is that…
I asked ChatGpt how much electricity does a 30 second video with Sora 2 use. It estimates 5-6 kWh. An average is household uses 30 KWh per day so a 30 second clip is 20% of an entire US household and probably more than 80% of daily households in the world. We are going to need…
I asked ChatGpt how much electricity does a 30 second video with Sora 2 use. It estimates 5-6 kWh. An average is household uses 30 KWh per day so a 30 second clip is 20% of an entire US household and probably more than 80% of daily households in the world. We are going to need…
He cut pediatric cancer research and meals on wheels
Setser does a great job explaining the rational choice going forward - allow the peso to weaken to improve current account and boost reserves. This would help oil companies in Argentina whose local costs in pesos would decline while revenues would not. $YPF has been declining…
Setser does a great job explaining the rational choice going forward - allow the peso to weaken to improve current account and boost reserves. This would help oil companies in Argentina whose local costs in pesos would decline while revenues would not. $YPF has been declining…
It's amazing Trump is doing this on many levels. One of the biggest? Democrats have been saying for years the governments should negotiate with drug companies to lower prices. Trump did it
It's amazing Trump is doing this on many levels. One of the biggest? Democrats have been saying for years the governments should negotiate with drug companies to lower prices. Trump did it
NEW: City Council candidate says Grand Blanc church shooter Thomas Sanford told him “multiple times” Mormons are “the Antichrist.”
The thing that is most interesting to me with this $EA deal isn't that this is a $55Bn take-private (largest ever). It isn't the Consortium's plan to fund the $36Bn equity component "entirely from capital under their respective control" (flex of the decade).
$SCOR - the way I think the conversion this morning is basically a full conversion of all pfd at ~$12 a share. The $180M in series C that will be issued is essentially equity because it carries a zero coupon. This was done so Cerberus and Liberty can avoid a write down on the…
In Trump's first term, 92 Percent of his China tariff proceeds, which were all paid by U.S. importers, went to bail out farmers hit by Chinese retaliation. He's set to do it again . . . on.cfr.org/48Wrv4w via @CFR_org
How bad was Trump's Tylenol presser? @ashishkjha, physician and former White House COVID-19 response coordinator, tells @CitizenCohn it was the worst public health briefing since the bleach moment.
🇷🇺 Former leader of Donbas Russian separatists and so-called “SVO” veteran, Pavel Gubarev, responds to Dmitry Rogozin’s statement regarding the stalemate on the Russia-Ukraine front due to the balance of forces. Gubarev writes: 📌 “To Rogozin’s words I would add that on many…
The HHS may be announcing that Tylenol use during pregnancy causes autism tomorrow. The only problem with doing that is that we have strong causal evidence that Tylenol does not cause autism. Exposed siblings are no more likely to be autistic than the unexposed.
Ahead of tomorrow’s big “medical breakthrough” announcement tomorrow on Tylenol use during pregnancy causing Autism, it’s not true. Another example of this admin cherry picking data from years ago, ignoring the best research, and then claiming they are white knights.
Give it back to NVDA at a nice markup known as "grossssss margin" NVDA must have been desperate to get that "equity" stake in a copany that is part non profit, part for profit?? whatever that means/ Apparently VC money could not outbid NVDA...Winstar and Lucent, hold my beer
Give it back to NVDA at a nice markup known as "grossssss margin" NVDA must have been desperate to get that "equity" stake in a copany that is part non profit, part for profit?? whatever that means/ Apparently VC money could not outbid NVDA...Winstar and Lucent, hold my beer

Joeri @joeriwestland
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Compound248 💰 @compound248
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Climent Molins @ClimentMolins
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YieldCurveEdge🇺�... @Iraeataup18063
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