sloppenheimer
1.9K posts
@eamonlynch This is great stuff Eamon. I’ll go to bat for Newport CC, overlooking 10th tee shot and 17th fairway, Rhode Island Sound in the back.
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see you space cowboy
peepeepoopoo@DeepDishEnjoyer
beautiful 25 minute stroll to bbest Buy i love walkable suburbs
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@blueprintsmb22 Thanks! Working capital and terms discussions recently so this was a good coincidence.
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@doublebirdcap Payment terms are net 30. Some pay early for 1 pct discount. DuPont and Hershey pay net 90 and nothing I can do but small customers. Most pay within 30. My payment terms w vendors mostly net 60-90
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DuPont just paid a $5k invoice issued in February of this year. A customer in Maryland just paid me $60k this morning via ACH for product that was delivered to their dock on Friday.
Who your customers are make a huge difference in your ability to sleep well at night.
GIF
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Can someone who is Blue No Matter Who please explain the utility of continuing to attack Platner when he is already the sole Democrat that will be running the race? Or have we finally dropped the pretense?
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@sarkowatch @Monty_Brogan69 C’était la 16e étape du Tour de France 2018 (Carcassonne → Bagnères-de-Luchon). La fameuse chute de Philippe Gilbert dans la descente du col de Portet-d’Aspet, celle qui a inspiré le site culte attentionphilippelepara.pet. 😅
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À chaque fois qu'on se rapproche du début du TDF, j'ai ce passage qui revient en boucle dans ma tête.
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@EnergyPeddler The obvious near-term political play for Iran is to drag this out through year-end and neuter Trump politically via the midterms. Don’t see this ending anytime soon.
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I know everyone thinks all this shit is for show, andit could be… but are we not considering also that it ISNT just for show?
They have our nuts in a vice, they know it, and only a humiliating deal will suffice for this shit to end early.
Oil going to $150 or $200 more politically tenable than making a really shit deal IMO.
First Squawk@FirstSquawk
IRAN REJECTS U.S. DEMANDS, SAYS WASHINGTON HAS NO RIGHT TO DICTATE TERMS: MEHR
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@blueprintsmb22 Sure looks like you do though! Coincidentally discussed resin pricing this past week. Think you’ll be happy to have the material and can price your products accordingly to be competitive with customers.
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@doublebirdcap we shall see. i have no idea what i'm doing!
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Bulk truck today and another one next week. Each bulk truck is 50k pounds. Each Gaylord holds about 1000 pounds of resin. Warehouse getting full.
x.com/blueprintsmb22…
Blueprintsmb@blueprintsmb22
I'm aggressively storing resin this month. Holding 2-3x as much as my storage bins normally hold. There is no reason to be anything but bullish fundamentally on oil/energy/etc outside of predicting some insane demand destruction in the next few months. Now watch oil implode lol x.com/ProfessorPape/…
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This might be worse than being stuck in a cave
ABC7 News@abc7newsbayarea
A terrifying roller coaster rescue is underway in Galveston, Texas Thursday. A car became stuck on a vertical track, leaving eight people dangling at the very top of the ride. Firefighters are using a long-ladder truck to reach the riders several stories above the ground. Crews are working to remove each rider from the ride by gently catching them and lowering them into the basket at the end of the ladder, before walking them down an incredibly steep structure to safety. Latest details: abc7news.com/19189772/?ex_c…
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He who laughs last, laughs best.
The spike is coming - we will be vindicated!
CuiBono@CuiBonoCapital
I can’t help but get a laugh out of the fact that the oil/gas bois (not all, but many) finally got what was supposed to be their Super Bowl of all Super Bowls - their White Whale (fuck a Black Swan) with the closure of Hormuz and the catastrophizing was all for naught. Sad.
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What's the best case for why this is not going to be a disaster in July?
HFI Research@HFI_Research
We are ~9 million bbls away from hitting a storage level that's the equivalent of living paycheck to paycheck for gasoline and distillate. Once we get there, even a minor disruption (any sort of outage) will result in gasoline lines at gas stations. I guess we are really doing this.
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Stephen Miller thinks Americans are idiots; that's the only explanation for this kind of contemptuous lie.
Aaron Rupar@atrupar
Stephen Miller: "Based on what I've heard, we could balance the federal budget if the only dollars that went out of the treasury went to individuals who were properly, lawfully, correctly eligible to receive them"
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He’s got a sunflower lanyard, mate. That’s discrimination that is.
BBC News (UK)@BBCNews
Boy with Tourette's refused flight for bomb remark bbc.in/4e1oRQd
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@BullyEsq @TomSteyer Oh now you guys care about the Constitution?
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@yieldsearcher Americans are retarded, more than explains it
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The cognitive dissonance of folks who think that the world will be okay with the US “losing” the war here is just astounding.
Taiwan, Korea, Japan, and Ukraine will care very much.
D@HitDaWallAgain
@yieldsearcher Exactly. Not only that, the precedent of retreat will echo with every new conflict. It will embolden every anti American regime.
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