Debunking The Biggest Lies Told About Charlie Kirk
(0:00) - Intro
(10:58) - On Second Amendment
(12:48) - On Empathy
(15:42) - On Gay People
(17:58) - On Trans People
(24:21) - On Racism
(28:21) - On Affirmative Action
(30:58) - On Critical Race Theory
(34:56) - On Illegal…
Charlie Kirk reminded us that a life of courage and virtue isn’t easy—but it’s worth living. His example should inspire us all to stand boldly for what’s right.
Store ego få velgere: arrogansen til ledere i norske småpartier er helt astronomiske. Dere er små fordi 'ingen' bryr seg om budskapet deres. Klapp igjen og la de voksne forhandle.
Staten forvalter et budsjett på rundt NOK 2,200mrd.
Den offentlige barnehagen til barna mine: "Vi har ikke budsjett til å dekke vikarer ved sykefravær blant ansatte"
Løsningen er ikke mer skatt om du tenker det.
btw - ryktes at regjeringskvartalet blir 100mrd. 20m/kontorplass
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KRAFT BANK (største posisjon) leverer et godt 2Q. ROE e/skatt opp i 14% fra 11% foregående. Resultat YTD høyere enn hele 2024. Bokført EK / aksje på 11.22. Her vil rentenedgang isolert booste resultatet fremover. Target ROE 15% nådd innen YE25.
TDW opp 30% i dag på solid 2Q rapport. Men, mye av årsaken til solid tall har reversert ila sommeren. 3Q blir svakere. 2H konsensus er litt høyt. Buybacks + shortsqueeze er nok mye av driveren for kursen (fundamentalt nøytralt fra 1Q25). Under er min graf for rater i Nordsjøen.
71.9% avkastning YTD på pengene. Mye er gjort riktig. Spesielt under perioden etter Liberation Day (hadde på hedger før ting kollapset). Fikk kjøpt et par posisjoner på bunn - men solgte et par for tidlig. Totalt sett bra. Men er et par ting jeg gjorde dårlig hvor jeg må tenke...
Viktig at folk faktisk bruker forbrukermakten sin og bytter bank dersom dere opplever at bankene ikke vil senke renten. Bank er en "commodity" for folk flest. Bytt. Dersom ny bank skal ha etableringsgebyr - bestrid det og bruk dette som forhandling med neste bank. Lykke til.
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