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St. John O’Callaghan
17.3K posts
St. John O’Callaghan
@st_sinjun
"Do you want to be right or make money"...Ned Davis "We can ignore reality, but we cannot ignore the consequences of ignoring reality." …Ayn Rand
Northern Hemisphere Joined Ocak 2020
295 Following172 Followers
OMG...should we shut down all of the solar farms as a safety precaution? #Fukushima #Germany
Wide Awake Media@wideawake_media
Indiana, USA: Another massive solar farm has been reduced to a pile of toxic debris by... the weather. 😳 Imagine making the energy grids of advanced first world economies dependent on this inefficient, intermittent and fragile technology under the guise of solving a "climate crisis" that doesn't even exist. 🤡
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Ah yes, we just keep marching toward the precipice. Hold on England... we're coming to join you in your crazy ass conversion to a far left has been. #Canada #AviLewis
x.com/i/trending/203…
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Most European countries have closed their oil and natural gas production, despite still having economically viable reserves.
Germany blew up all of their nuclear power plants also, which used to provide 31% of their electricity 25 years ago.
Europeans sanctioned Russian oil and natural gas, dramatically reducing that supply source. Germany allowed Ukraine/Britain/USA to blow up the Nord Stream pipeline and did nothing about it.
Now oil and natural gas from the Persian Guld has been reduced by Iran threatening ships trying to pass thru the Strait of Hormuz.
European energy policy is a disaster and at this point it almost seems intentional.
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Teaching them how to swim
This can be hard to watch
Do you feel this is the right way to train them?
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@EricLDaugh Boomer hippies that never changed. There are lots of them and that's why DEMs still have a "legal" voting base. They'll be gone before too much longer.
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🚨 WOW! New footage shows "No Kings" in North Carolina is almost ENTIRELY composed of old white liberals
This is insane. How did they get so brainwashed?!
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The UAE will show the world what strength is made of. The UAE will show the EU and NATO how to be brave. The UAE will make sure the Islamic regime in Iran never, ever targets us again. Never again. We lead. We protect. We win. And the Middle East moves forward without Islamist terrorists.
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@FrenchBrepublic @_GlobeObserver @GillesBastard06 Oooh, no French investors? WTF will they do without you?
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@_GlobeObserver @GillesBastard06 I'm not sure that's the smartest move on the part of 🇦🇪.
👉🏻 Who would invest in a country that might freeze your money because of your nationality?
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🚨 BREAKING: The UAE has seized $530 billion in Iranian assets, revoked all Iranian residency permits including Golden Visas, despite earlier “99‑year residency” promises
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You will not even be missed. Do you guys even have a military?
John Ʌ Konrad V@johnkonrad
“Canada can not, and will not be part of the bloodbath in Iran” Don’t worry babe, you don’t have a single warship that could make it to kharg island without sinking. Not one.
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@DiabloCanyonCA I worked 27 midnights on a stretch at Sequoyah outage tagging one year. Nice memory....seems better in hindsight. Eat, sleep, work. Many know the feeling.
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Bring multiple copies of your resume to the Diablo Canyon Outage Hiring Information Fair April 2 from 3:00-4:30pm and 5:30-7:00pm at the Embassy Suites in San Luis Obispo.
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St. John O’Callaghan retweeted
Everyone is staring at oil and CPI, but the more interesting signal is deeper in the plumbing. Reuters reports the Iran shock has pushed U.S. Treasury volatility to its highest level since the global financial crisis, widened bid-ask spreads in short-dated notes by roughly 30%, and coincided with about $75 billion of Treasury selling over four weeks. Reuters also reports that emerging-market borrowing, after a record Q1 start, is now freezing as spreads widen and high-yield outflows pick up. This does not prove a systemic break. But it does suggest this is not “just” an energy story. When the benchmark collateral market gets jumpier and marginal sovereign borrowers lose easy access at the same time, the message is about capital structure, refinancing risk, and time. My read: markets are starting to price who can wait, and who cannot.
reuters.com/markets/us/ira…
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On the unrealistic MSM and social media portrayal of the war in #IRAN:
"The liberal internationalist left and the isolationist right — two camps that have agreed on almost nothing for decades — have suddenly found themselves in lockstep, racing to declare the war a failure before it had barely begun."
Mike@Doranimated
The world is truly upside down! The Washington Post has published a brilliant article, written by, get this, a professor! To give you some flavor, here are a few choice lines by @jmurtazashvili: 1) "We are living through the first alt-war: a conflict in which the war fought online and the war fought in reality have diverged so completely that they might as well be happening on different planets. It’s not that people lack information, it’s more that they are constructing an entirely different alternate reality — one that confirms what they already believe." 2) "What worries me more than the fake videos are the people who cannot fathom that this war is going well for the United States, for Israel and maybe even for the long-suffering people of Iran. The strategic picture is more favorable than the online narrative suggests." 3) "Two weeks into the war, I watch otherwise reasonable analysts sprint to catastrophe. Former officials, thinktank scholars, credentialed professionals who are supposed to know how to read a conflict. Within days they had written the obituary: quagmire, overreach, disaster." 4) "The liberal internationalist left and the isolationist right — two camps that have agreed on almost nothing for decades — have suddenly found themselves in lockstep, racing to declare the war a failure before it had barely begun. This is the new blob: not the old foreign-policy establishment that the term originally described but a new amalgamation that has arrived at the same conclusion from opposite directions. Together they are the most powerful engine of the alt-war." The truth. In the mainstream media. By a professor. And written well. Four things I thought I'd never see again in my lifetime.
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This is Chipotle $CMG following their 50:1 split to improve retail liquidity and trading volume. $CVNA is just putting lipstick on their pig.
Yolotaxi Fool Self Driving Fleet Management LLC@yoloption
$CVNA doing a 5 for 1 stock split after the stock fell from $480 to $300 coupled with mounting investigations into their fraudulent accounting practices... totally not just a stonk pump, right? $CVNAQ
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The NY Fed Q4 2025 report shows auto loan delinquencies steady near 3% (serious down slightly), not 5.2%. Subprime segments are stressed (~7% 60+ per Fitch), but this 2026 P-1 pool averages FICO 713 with 10.67% APR—prime-adjacent quality. CVNA's 2022 near-miss is history; post-restructure balance sheet is cleaner. Margin compression in public ABS is real per the quoted analysis, but private deals and used-car demand may offset. Watch EBITDA guidance.
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With U.S. auto loan delinquencies hitting 5.2% in Q4 2025 per Federal Reserve data—the highest since 2010—this ABS quality dip could elevate default risks for $CVNA, echoing 2022 pressures that nearly bankrupted the firm before its debt restructuring and stock rebound. from @grok
The Minotaur@MinotaurStocks
$CVNA 2026 P-1 continues the trend of public ABS economic erosion with over 100bps of estimated GoS margin compression vs. 2025 P-4. $CVNA recently claimed at $MS TMT that private pools are "market based" deals. Sell side better be sharpening those axes for more EBITDA cuts.
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In case you're curious about what people with subprime credit are buying at $CVNA this tax season:
Jason Hartman JXCE@JasonXCHartman
Another week of the Chevy Trax being the top selling car on Carvana during the tax season sales surge. Here are the 2026 weekly retail sales leaders (in weeks): Rogue: 6 Trax: 3 Model 3: 1 Camry: 1 $CVNA $TSLA $TM $GM
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@blue_chip1 Why do they want to change an obviously superior business plan? They're killing competition from around the world. I guess that the Garcia's love a challenge. These price trends aren't looking too good though.
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@NileGardiner @Keir_Starmer Britain's modern day Neville Chamberlain.
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Pathetic @Keir_Starmer refuses to lift a finger against the Iranian regime, which is a huge ally of Putin's Russia. He is a monumental appeaser.
Keir Starmer@Keir_Starmer
Putin is rubbing his hands at the war in the Middle East because he thinks higher oil prices will let him line his pockets. I will always defend British interests at home and abroad, which is why we are taking action against Russia’s shadow fleet today.
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