Lib Jeb

@AlecMacGillis It’s the “millennial gray” of colleges

High Point University in NC, which beat Wisconsin in basketball today, conducts campus tours on golf carts, offers wealthy students private housing for $40,000 per year and built an "airplane-cabin interior" so that students could rehearse sitting next to an executive on a plane.

@EnergyRealist25 Realistically only adds 100bps to FCF but could be more if it really blows out

@EnergyRealist25 EOG also has upside from its JKM exposed contract with LNG that is ramping this year

$XLE $CVE $FANG FCF sensitivities for well-known oil names via Morgan Stanley. You could say majors are discounting higher prices but for large independents the implied oil level seems just a bit shy of $70 at 10% capital cost. Equities are trailing not leading the commodity 🤷‍♂️

@Techmeme @berber_jin1 They should call it X, the everything app

OpenAI plans to unify ChatGPT, Codex, and its browser into a desktop "superapp" to simplify the user experience and focus on engineering and business customers (@berber_jin1 / Wall Street Journal) wsj.com/tech/openai-pl… #a260319p54" target="_blank" rel="nofollow noopener">techmeme.com/260319/p54#a26…

@CattardSlim Paging @rabois thought this shit was over

The war is basically over, we've destroyed every vital asset in Iran. Also. Give us another $200,000,000,000.00 for the war!

@TheDissipation @FibChartsPro I don’t think the person you’re replying to knows what they’re talking about. US gas price unaffected by this

@FibChartsPro Not sure I follow. The US domestic market is over supplied. Only the physical limited capacity to export would be subject to international prices before a ban. In fact NG would be a lot lower were there no exports.

🚨 Iran just smoked Qatar’s Ras Laffan LNG — world’s biggest gas hub. Fires, damage, full chaos. If offline 3 months? U.S. is the only swing supply left. Henry Hub could double. $3.20 today → $6–$8. #natgas

@Restructuring__ He’s great. His latest videos talk about how Citadel is tripping to take his videos down which is how you know they’re legit

I now understand how electricity is priced better than 99% of people after watching this video 2 minutes well spent, watch this ex-Citadel simply explain the power market

@rleewilson21 Good. Give me FCF

Permian growth in 2026 is basically a one-company story. East Daley shows just 2.7% oil growth (~183 Mb/d). But Exxon alone is doing the heavy lifting.

@sporadica It’s not sad it’s hilarious. That much money and deep down he’s still an insecure buffoon

it’s getting sad how much he can’t stop

@nejatian Why would shareholders care about it being pro American. This is just naked virtue signaling. How does that add value

Opendoor's aim is to be the most pro-American family tech company. That's why every Opendoor home will come with an American flag and a flag pole.

@JLinvilleFert How is this possible. What’s driving the delta compared to normal pricing/supply replacement

Nitrogen prices are high. I know there is nothing "cheap" about them...but N.A. values are cheap vs the world. Normally today, NOLA urea is the same price as Middle East replacement values. Today, NOLA traded nearly $90 LOWER than replacement. Not cheap but cheap.

@FT This is a wild ass portrait politics aside

Ten years after they first had lunch together, ‘the Brexit guy’ tells Henry Mance why the country needs his help once again: ft.trib.al/P1s5TBV

@CalCareBear Thing is, this could be real. That tree could be grifting

Fitting

@powerbottomdad1 We actually could do this before we killed khamenei. And also, this headline is wrong

ART OF THE MOTHER FUCKING DEAL

@menoftribe @KobeissiLetter They quite literally are blocking it rn. Navy can’t stop them

@KobeissiLetter Iran's just flexing empty threats. The US Navy keeps that strait wide open for everyone who matters, Israel included. They try blocking it, they lose big.

BREAKING: Iran's Foreign Minister says any country except for the US and Israel is allowed to pass through the Strait of Hormuz, per NY Post.

@kimmaicutler I don’t understand why de-dollarization is actually a big deal if US still holds all the strategic advantages it does

Did we just accelerate de-dollarization, strengthen China’s position as a future security guarantor/mediator in the Gulf and long-term weaken the power of US financial sanctions all in two weeks? cnn.com/world/live-new…

@AdamRy_n @TrungTPhan Depends. The shield of America had a rate of ~$4.4B per hour. Doesn’t bode well for CNN

CNN produces ~10,000 hours of programming a year. They make $2B in revenue and $600M of profit on that programming. That means they spend $140K per hour of programming with majority of the cost being staff and production. In 5 years, what will that cost of production be per hour? I think it may be 50% less.

@rabois @ianbremmer Weren’t you saying last week the war was over?

@ianbremmer wrong. but you are wrong 99% of the time on American foregoing policy.

the trump administration understood the iranians had the capacity to close the straits of hormuz. this has been scenario planned to death by defense and intel analysts for decades. they were confident it wouldn’t happen because they were convinced (what remained of) the iranian leadership would fold to superior firepower. trump is still saying this (at this week’s g7, among other places). turns out…that confidence was misplaced.

@DanLamothe If they deploy the shield of America with this task force then the numbers become a lot more rational. Especially if Iran utilizes K9s in their military

@BoringBiz_ Stratechery

This is literally all of traditional financial television and media right now A few select podcasts now capture all of the important guests that are actually worth listening to Some of my favorites > Invest Like The Best > Founders > Capital Allocators > Acquired > Cheeky Pint > Uncapped by Jack Altman > Odd Lots > Dwarkesh Podcast Any others that people recommend?