realist@work @JDKirkpatrick1
Alabama, USA Joined March 2012-
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I bet most people are expecting me to bash $rig decision today but if I was in their shoes I would have done the same thing. I would argue that their strategy of raising/deploying capital has been better than the rest of the fleet over the last couple year and I have been one of…
New word every exec should fear: WORKSLOP Harvard & Stanford just released a study showing that AI junk looks like work but forces coworkers to spend time "decoding, correcting, or reworking colleagues’ AI outputs rather than doing original, high-value work." - 42% say it makes…
Gold miners are enjoying some of their best profit margins ever at current gold prices around $3,800. With all-in sustaining costs around $1,500 per ounce, miners are generating production margins of over $2,000 per ounce; a 130+% profit margin that would make tech companies…
The industry darling in USA #uranium produced 26klbs in 12 months... 9 months post production commencement for peers: $URG: 184klbs $EU: 100klbs $BOE: 380klbs
The industry darling in USA #uranium produced 26klbs in 12 months... 9 months post production commencement for peers: $URG: 184klbs $EU: 100klbs $BOE: 380klbs https://t.co/vhvanGTqtG
Another 6 tons into the GLD gold ETF today (+25 tons over past 2 business days). Brings the total GLD holdings to over 1,000 tons for the first time since August 4, 2022. Western institutional investors beginning to pile into gold. Despite gold's huge outperformance this year,…
$SKBL $ASPI NOW THIS MAKES SENSE TO ME. BULLISH. •QLE is a shell (SPV). •SKBL is a shell (Hong Kong contractor with no mineral assets). 👉 The combination is about creating a listed vehicle under U.S. control that could be built into something but right now, it’s two…
Sometimes you need to move such an enormous number of lifeless bodies that it makes sense to mass produce an expensive robot strictly for that purpose Don't worry about it
Sometimes you need to move such an enormous number of lifeless bodies that it makes sense to mass produce an expensive robot strictly for that purpose Don't worry about it
@DiMartinoBooth What will really knock your socks off it that in 2022 lennar avg selling price 480 today it’s 380 with incentives including buy downs.
This might be a little exaggerated, but a real "forgotten past" thing is how poorly all forms of wage employment used to be viewed. The idea of a "good job" as "making it" for a free adult man would have been inconceivable. Goal was always land ownership, business ownership.
This might be a little exaggerated, but a real "forgotten past" thing is how poorly all forms of wage employment used to be viewed. The idea of a "good job" as "making it" for a free adult man would have been inconceivable. Goal was always land ownership, business ownership.
Wow. After years of telling countries to keep their oil in the ground, the International (Anti-)Energy Agency now calls for more oil investment with a straight face. OPEC, which brags about having "consistently advocated for timely investment in oil," looks noble by comparison!
Santa Barbara beaches have oil and black tar in the water constantly. Why? 36,000 BARRELS of oil seep through the ocean floor EVERY YEAR. (There are 10-15 billion barrels underneath) Please let Sable extract the oil, reduce the pressure and seepage, save marine wildlife, and help…
Flights from India to the US have surged to $4500 USD because of all the people on "vacation" coming back Except they're not on vacation, they've been illegally working out of India once they secured their H-1B You have to understand how utterly corrupt these people are
This is the dumbest thing I have ever heard. It is an American's right to absolutely idiotic stuff in public. This is simply anti-American facism
This is the dumbest thing I have ever heard. It is an American's right to absolutely idiotic stuff in public. This is simply anti-American facism
On paper u can move to Colorado , Montana, Wyoming and it’s breathtaking out there.. BUT.. whatchu gonna do in winter? What u gonna do when u want to be with city people and go out ? Due to these reasons, California remains the best place in world to live .
One traditional limitation on the euro's ability to play a larger role in global reserve holdings is the limited supply of German and Dutch government bonds ... EUR reserve holdings have exceeded supply for the last 20ys 1/
Now read it again and imagine you paid 15x-20x EBITDA for an HVAC company back in 2022. And your cost of debt doubled. Who was dumb enough to do that, you say? Let me grab my list…
Now read it again and imagine you paid 15x-20x EBITDA for an HVAC company back in 2022. And your cost of debt doubled. Who was dumb enough to do that, you say? Let me grab my list…

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