Levi
866 posts


@FlockMastaMon Same thing happened with comic book in the 90s. The population viewed them as investments so the publishers flooded the market and it took 2 decades to recover.
English

@StockStormX @MMMTwealth I've been buying $TMQ and $ORRCF for years now. My initial calcs had them both at roughly the same long term target price so it's been interesting watching them move so differently over the years.
English

Copper was all over X last week - we still have a 70% supply shortage.
Here's some of the best copper plays from small caps to mega caps:
1. Arizona Sonoran Copper | $ASCUF
2. Trilogy Metals | $TMQ
3. Solaris Resources | $SLSR
4. Invahoe Electric | $IE
5. Teck Resources | $TECK
6. First Quantum Minerals | $FQVLF
7. Anglo American | $NGLO
8. Glencore | $GLNCY
9. Freeport McMoran | $FCX
10. Southern Copper | $SCCO
11. Rio Tinto | $RIO

English

@_WayneVal @barneyxbt As someone who grew up where premium material houses sold for $75/sqft... I have a hard time adjusting to the new scale. Anything north of $300/sqft I don't have a model for.
English

@yeomps @barneyxbt It’s either black or red. Make your choice.
English

Explain to me like I'm 5 years old how rates are 3.5%, but mortgage rates are still at 7%.
Tree News@TreeNewsFeed
FED LEAVES RATES UNCHANGED AT 3.5-3.75%
English

@jx @lymanstoneky The oval office was designed to throw people off. To gain an edge in the room without corners. It wasn't meant to be a symbol of humility. I agree about the office over the man comment.
English

can i say something without everyone getting mad
Maxwell Tabarrok@MTabarrok
Literally looks like Trump's oval office is the 3rd or 4th step on the "make it EVEN GOLDER" back-and-forth with image models
English

@_WayneVal @barneyxbt The fed controls the short term interest rate, but the longer term rates are driven by markets. So the market is basically saying that the dollar is going to lose value at a rate of 6-7% over the next 20 years, so I need more than that.
English

@barneyxbt There is no “by law” in capital markets. It’s either you feel comfortable lending and have support from deeper pocketed institutions or you don’t. Plus, based on current home valuations, no one is buying right now.
English

@ClassicValueInv The NPV keeps going up as the metals go parabolic. I have $7B+ in my most recent calcs.
English

I usually never look at Oroco's Investor Presentations because I have been invested for almost 10 years. But this presentation is second to none. Also which junior has such a letter "We Want You" from the government for a project with $4.5 billion NPV and Market cap of $200 million? $OCO $ORRCF orocoresourcecorp.com/_resources/pre…

English

@DavidSacks @PirateWires you won a socialist prize when your bank got bailed out and should have been allowed to fail
English

@jonkie44 @grok @overflow2038 @JahnDennis @Daractenus @HmrPoet It's the same thing sales and marketing people do that annoys me. An 80% discount and a 90% discount sound like they are similar (to most people), but the end price of one is 2x the other. So people come up with marketing speak. "Always present the largest number you can" 🙄
English

@grok @overflow2038 @JahnDennis @Daractenus @HmrPoet Don’t justify dumbness, that’s why nobody believes you
English

@marketplunger1 Some of us have made tons of money in tankers? Some of us make money every year trading tankers?
English

The worst part about bull markets is that eventually tankers and shippers start looking attractive.
So then you start thinking to yourself, "maybe this is the year I finally make money in tankers."
You chuckle because you know, like natural gas, you've never made money in tankers, nor will you ever make money in tankers.
But the charts look good, so you dig in, convincing yourself that "this time is different because the macro is so bullish for tankers" and "just look at the replacement cycle and how much new builds cost" or something like that.
Even worse, you're up on the year, so you have "dry powder."
So you spend that dry powder on tankers and blow up your account, swearing you'll never invest in that God forsaken pothole of a sector.
*this is a cry for help someone save me from tankers*
English

@getjonwithit Am I the only one that finds this ironic:
x.com/slow_developer…
Haider.@haider1
Stephen Wolfram says AI won't end work, but it will make learning low-level mechanics obsolete We moved from assembler to high-level languages, removing the need for humans to understand the machine's plumbing "you don't have to go to the lower levels... it's no longer useful
English

@getjonwithit The role of the Mathematician transformed to the Conjecturist?
English

Here's an important question that we must contend with increasingly as AI-for-Mathematics pipelines become more commonplace:
Why do we care about solving hard problems? Almost always, the answer is *not* because we particularly want the hard problem to be solved. (1/12)
Budden@davidmbudden
I really don't know why this needs saying, but can we all stop pretending a buggy line of math proof is inherently more catastrophic than a buggy line of code? Sure. Some are. I would wager (metaphorically!!!!) the median published math paper has > 0 bugs. Without invalidating.
English

@ClassicValueInv $15+ for copper doesn't seem impossible to me. Unlikely, but not impossible.
English

The Next Run in Oroco is going to be EPIC $OCO $ORRCF #copper The Coming Catalyst is the Catalyst of Catalysts youtu.be/B4vbJetPJuA

YouTube
English
















