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Parabolic melt ups are how you end a cycle, if you actually want higher sustainable oil prices, you want consolidation and pullbacks
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Don Johnson retweeted
Cassandra Unchained is in its anniversary month. What this means is we have been around for just 1 year. 1 year is a useless measure of investment skill. It's not close to long enough.
The Superinvestors of Graham & Doddsville all lost money 3 years in a row during the mid-1970s. Another crop of value investing big guns were left for dead by March 2000. 2026 has been the worst year for consumer sentiment on record, going back to 1952.
We are dealing with extremes, and have been for some time. We should all cut ourselves some slack for what has gone right and wrong over the last year.
The Superinvestors of Graham & Doddsville all lost money 3 years in a row during the mid-1970s. Another crop of value investing big guns were left for dead by March 2000. 2026 has been the worst year for consumer sentiment on record, going back to 1952.
We are dealing with extremes, and have been for some time. We should all cut ourselves some slack for what has gone right and wrong over the last year.
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As Bush learned in 06, digital numbers and printed numbers nominally are not wealth and though Americans may not be taught the concepts in school anymore - they feel it at the store. The damage being done by this group in charge is just immeasurable, pouring gasoline on the failures of the last Admin - and temporarily stemming the flow of migrants just doesn’t cut it.
The US and its people deserve real wage growth through hard work, a sound currency, real opportunity, and politicians should focus on production & a robust small business landscape over financialization and fraud. Because the GOP no longer presents itself as an alternative to insanity in controlling things as basic as inflation, the party may be ‘living in the shadows’ for a long time.
Many spineless and pathetic GOP members (particularly in Texas and Florida) that I’ve met personally - selling out to executives in Silicon Valley that absolutely despise their voting base in 2025 is something that I suspect some true conservatives, & independents - especially, remember for a very long time. When we look back tomorrow, we will see yet another example of parties, politicians, and their bankrolls winning - and voters losing, being forced to choose the ‘best of the worst’.
Part of the greater Project South Africa trend that continues. Build your own infrastructure, stay lean, and operate outside of the ‘system’…
The US and its people deserve real wage growth through hard work, a sound currency, real opportunity, and politicians should focus on production & a robust small business landscape over financialization and fraud. Because the GOP no longer presents itself as an alternative to insanity in controlling things as basic as inflation, the party may be ‘living in the shadows’ for a long time.
Many spineless and pathetic GOP members (particularly in Texas and Florida) that I’ve met personally - selling out to executives in Silicon Valley that absolutely despise their voting base in 2025 is something that I suspect some true conservatives, & independents - especially, remember for a very long time. When we look back tomorrow, we will see yet another example of parties, politicians, and their bankrolls winning - and voters losing, being forced to choose the ‘best of the worst’.
Part of the greater Project South Africa trend that continues. Build your own infrastructure, stay lean, and operate outside of the ‘system’…
Trump: 25 trillion worth of—worth of wealth worth—You could call worth wealth.
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Nearly a year later - the big boys (and gals) are now sounding the alarm
I am just incredibly pleased with the work we’ve done across the board on being way, way ahead of this.
I am just incredibly pleased with the work we’ve done across the board on being way, way ahead of this.
In tomorrow’s midterm races we have our eyes on the gubernatorial races.
Just 10 states have 70% of the data center pipelines (per our BNEF colleagues), and several of their governors are up for reelection.
We are particularly watching Georgia, Texas, Ohio.
Regardless of hallengers win, the direction is for tightening regulations. Incumbents who used to be in favor of data centers who happen to eek out a win will see how necessary it is to embrace anti-AI stance, setting up more anti AI next year into 2028.
@TheTerminal
blinks.bloomberg.com/news/stories/T…
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The data center rage continues to mount and I expect we see it peak Q3 of next year as the construction cycle has already turned by Q1
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A VaR election induced neck snapper below the 200 could be the event that breaks some morales and gets us to another multi-month chop fest
Brazil?
Brazil?
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Are we seeing the winds of Powell’s Valhalla blow the other direction? I see early signs of it. Much more on Thursday evening.
These events take time… Fintwit is a casino full of gamblers.
These events take time… Fintwit is a casino full of gamblers.
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Don Johnson retweeted
QESHM ISLAND: Multiple heavy explosions were reported across Qeshm Island around 12:14 AM local time. Eyewitnesses in Qeshm City reported feeling 5 to 6 consecutive powerful blasts in close proximity, describing intense shaking and suspected missile strikes in the area. per @Vahid
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