les @lesinclair

Joined February 2009

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les @lesinclair

5 days ago

Residents got a notice that the power company was doing some works and came home to these. No community consultation. $NXT.AX

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les @lesinclair

5 days ago

$NXT.AX

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les @lesinclair

a month ago

@jbulltard1 Looking interesting. Difficult to compare exactly - the MGM and CZR deals were/are pitched at ~7x EBITDA (on leased properties.....)

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Pastrana @Pastrana_CXCIX

a month ago

@contang_o Had to give some to the market gods today. As I was driving to work in the morning the radio news quoted Kpler's SoH and BeM crossings # for yesterday. You don't see this at the bottom.

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In today’s episode of “ Iran will capitulate any minute now”, Diesel is at COVID highs, Copper at ATH (yes you need sulphuric acid for heap leaching), Brent nearing $ 100, Europe falling short of NatGas storage seasonal bands, TTF front is € 75 (pre-21 range was 15-25)

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les @lesinclair

2 months ago

@contang_o substack.com/@theresourcesp…

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Andy Constan @dampedspring

2 months ago

Orange man when answering about intervention in the bond market suggested the ultimate intervention is the military. Can the armed forces save the long end?

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James Chanos @RealJimChanos

2 months ago

@TeaBagCapital That some “non-affiliated” investors will continue to pay 110 for $CVNA subprime loan originations. That’s the entire bull case. Because if Carvana customers 100% paid cash for the cars, the Company would make very little money. It’s a subprime lender masquerading as a fintech.

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Alexander Stahel 🌻 @BurggrabenH

3 months ago

This oil crisis is now considerably more dangerous than it was back in March while market sentiment remains complacent. • Strait of Hormuz closed again, with less dark fleet shuttling than ten days ago; • Iranian crude exports effectively blockaded; • Bab el Mandeb has become a new front in the Iran-US conflict, removing additional Saudi barrels; • Less diplomatic room for manoeuvre than before the MoU; • Kazakh crude exports via CPC terminal halted following Ukraine’s vessel strike campaign in the Black Sea; • 1.5mbpd of Russian product exports missing, with significant duration due to recurring Ukraine drone strikes; • Global crude inventories 1.5bn barrels lower than on 28 Feb; • US product inventories remain lowish while its refinery system is maxed out; • Brent back to a US$6 front-month backwardation. We are rapidly moving from a products crisis - which is here to stay - back into a crude and product crisis. Expect fresh announcements of SPR releases.

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les @lesinclair

4 months ago

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les @lesinclair

4 months ago

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Chris Brycki @chrisbrycki

4 months ago

My business (and I personally) will qualify for the proposed tech startup carve out… but it's terrible policy. If these tax changes are so damaging that the Government needs to create special exemptions for tech companies and a subset of small businesses, that's an admission the underlying policy has serious flaws. Why should founders, employees and investors in one industry get relief while everyone else wears the cost?? What about the medium-sized manufacturers, retailers, healthcare businesses, agricultural businesses, professional services firms and the thousands of ASX-listed companies that employ millions of Australians? And what about the 7.7 million Australians who invest in shares outside super? They don't get a carve out despite facing much higher tax on successful long term investments. That gaping hole in the policy hasn't been fixed! This $77 billion transfer from the productive private sector and aspirational younger Australians to government will make Australia less competitive, discourage investment, productivity and entrepreneurship, and push more capital towards foreign investors who are often exempt from Australian CGT altogether. It's a massive own goal for the country.

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Deva Hazarika @devahaz

5 months ago

So after six years of this, Strategy has paid $64B for $55B of bitcoin

Strategy @Strategy

5 months ago

YTD 2026, Strategy has achieved BTC Yield of 13.3% and BTC Gain of ₿89,378, worth approximately $6.8 billion. As of 5/25/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC

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jbulltard @jbulltard1

5 months ago

If you think this is worth $2 trillion you should find a new hobby bc finance isn’t for you

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Bid Bird @BidBird10

5 months ago

Rotterdam APT unchanged in SMM this week. $EQR.ax

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Richard Bernstein Advisors @RBAdvisors

5 months ago

Bubble are inflationary because they grossly misallocate capital. So while #DataCenter construction is going wild (+34% y/y) #NFIB #SmallBusiness #Capex plans are at recessionary levels.