@jbulltard1 now remove all the billions in extra gas money we spent...
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Funkdepot
5.9K posts
@jfais20 the starbucks coffee is horrible. I only drink espresso and it is one of the worst (regardless of location). Obviously if you mix dirty water with sugar, whipped cream and weird flavoring (vanilla, pumpkin spice), you can even replace coffee with urine and it will taste "good".
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@GardinerIsland p/e of around 22, slightly higher than avg. however forward p/e is in the teens...
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$XOM was between $80 and $100 in 2022 when it was earning a shitload higher profit and revenues .......
shows you how rich the overall market trades these days
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@PericulosaL @Geiger_Capital Correct. Can’t believe they use it in the us. Used to be communist party color. lol.
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@Geiger_Capital Nobody uses red (🔴) for right-wing parties.
It's just a US thing: in the rest of the world red = left/socialism
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Wow. Latest AtlasIntel poll for Colombia's Presidential election next month…
🔴Abelardo de la Espriella - 48%
🔵Ivan Cepeda - 42%
🔴Paloma Valencia - 49%
🔵Ivan Cepeda - 41%
They have both right-wing candidates beating far-left Cepeda in a possible runoff.
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@GardinerIsland US debt/gdp at 120% without unfounded obligations. If you add those you go to 300% (they're estimated between 75-100tr)
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I'm wanting to buy gold vs hold Yen or USD .......
add in fact EU economy is now in permanent 0-1%GDP at its very best & is overrun with an angry 3rd world that believes its entitled to ever more free shit and Euro sucks too
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oh yeah ...... another big positive for gold ? Japan finally scared about a plunging Yen ..... so they are getting more aggressive with support /intervention .
If i'm a Japanese billionaire /millionaire looking at their debt to GDP go past 250% and USA blow past 100% ,
GardinerIslandCapital@GardinerIsland
million barrels of oil they have stored up to get cash they desperately need plus UAE jacks production to 6mln bpd , there will be an epic plunge in front month oil prices which i believe will spring gold back over $5000 quickly , especially as US debt rockets to $40 trillion
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@gamesblazer06 unfunded liabilities of 75-100tr put the real number closer to 300%
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Consumption being held up by BBB Tax Stimmy…. it’s getting burned quickly by another self inflicted bout of NeoCon War Inflation…both amplify Deficits.
Then when we get another Recession… we again add to more Stimmy….
Is it any wonder why we are at 122% Public Debt/GDP?
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@robert41405 yup. At least 3 members on committee showed some cojones yesterday. and Miran a joke
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The economy is simply on fire.
-Claims lowest of cycle, 2nd lowest since 1969.
-ECI shows wages accelerating.
-Core PCE deflator (pre war) hottest since 2023.
-Nominal GDP very strong
If anyone you follow is still talking rate cuts, fire them.
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@ConsensusGurus as long as there's idiots willing to pay $$ for dog food, charge them $$ to death!
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This is what deflation looks like
Joel Franco@OfficialJoelF
Food prices at the free F1 Fan Fest event in South Beach Wagyu burger 6 oz: $20 New York strip 8 oz + fries: $24 Truffle fries: $10 Chicken nuggets + fries: $15 Fries: $7 Loaded fries (cheese + bacon): $13 Chicken sandwich + fries: $18 Soda: $5 Water: $6 Modelo: $13
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@777Noppo @Geiger_Capital Problem is there are not many norwegian immigrants because moving from Norway to US would be a downgrade (pretty much). You will always get most immigrants that look to upgrade...
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@Geiger_Capital There's always a better, more polite way of saying things. That's the issue, not that the quality of immigrants differs from country to country (which it does).
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Haiti is not the same as Norway.
Somalia is not the same as Japan.
All immigrants are not the same.
All cultures are not the same.
We've known this for all of human history.
TheBlaze@theblaze
Sotomayor: "We have a president saying that Haiti is a filthy, dirty, and disgusting s***hole country and he complained that the United States takes people from such countries instead of people from Norway, Sweden, or Denmark."
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Two of the three dissenters on the word "additional" are the same ones who stopped QT and flooded the banking system with RMO reserves. I really don't get the logic of Logan, Hammack, Musalem, and in the background Perli. The Repo Gang of Four want a large robust abundant reserves scheme and high short term rates. Literally the root cause of high inflation.
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USA ability to build shit has become a national embararassment ...... Chinese would have had up in 6 months
zerohedge@zerohedge
Key Bridge Nightmare: Contractor Dropped After Costs Spiral zerohedge.com/markets/key-br…
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If gold isn’t hedging risk anymore… what is?
zerohedge.com/the-market-ear…
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@GardinerIsland also because with el nino (apparently a strong one this time), the likelihood of strong hurricane season diminishes significantly (wind shear)
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$GNRC has disconnected from being a hurricane play
data center power demand is the driver
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@GardinerIsland @Shadetreecap nukes getting nuked. I need to transition to a boomer portfolio :)
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$GNRC up 15% .... @Shadetreecap smiles
coal stox mostly green and $ASPS down 5%
its a trifecta win for Shady
GIF
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@blondesnmoney also buying in KRW with all the zeros acclimatizes investors to amerizuelan dollars to be seen soon.
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SK Hynix is attractive, but imagine getting exposure at a 45% discount? You can, via SK Square 402340, which owns 20% of Hynix but trades at just 55% of Net Asset Value. It doesn't get deeper value than this, on a look through basis you are getting Hynix at < 3x earnings.
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It's the superbowl for value investors: IBKR finally added Korean equities. Here are the three value setups that caught my eye: SK Hynix at a 45% discount, an inflecting bank at half book with a significant repurchase program, and a specialized valve maker brimming with cash
open.substack.com/pub/thechiefin…
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@Energy_Tidbits @EIAgov @business @APIenergy LoL.
reminds me of my expectations vs real when trying to do dry January.
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For those who aren't near their laptops, at 8:30am MT, @EIAgov posted #Oil #Gasoline #Distillates inventory as of Apr 24. My table below compares EIA data vs @business analyst survey expectations and vs @APIenergy estimates yesterday. Prior to release, WTI was ~$104.75. #oott
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@Maximus_Holla yep, set almost over. what a disgrace of a game. might as well remove the keeper and see who gets to 15 goals first.
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