Landon Fillmore Systems

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Landon Fillmore Systems

Landon Fillmore Systems

@landonsystems

25 years. - Production engineering, oil field - Systems engineering and data science - Markets and risk management

USA Katılım Eylül 2022
148 Takip Edilen743 Takipçiler
Landon Fillmore Systems
Landon Fillmore Systems@landonsystems·
@TCNetwork Tucker, I have no idea how you can sit through an hour with this morally repugnant piece of garbage, but thanks for airing it.
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Landon Fillmore Systems
Landon Fillmore Systems@landonsystems·
@hellokitty79170 @ricwe123 This is standard Chinese protocol. If the Chinese were to disrespect the president they would have done what they did with Obama. Force him to exit the ass of the plane
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Richard
Richard@ricwe123·
Donald Trump landed in China expecting the complete full red-carpet treatment ,only to discover Xi Jinping couldn’t even be bothered to show up at the airport. In diplomatic terms, that’s not a scheduling conflict; it’s a calculated snub that signals exactly where Trump stands in Beijing’s priorities.....
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Landon Fillmore Systems
Landon Fillmore Systems@landonsystems·
@Mark4XX Bullshit. Oil went up 11X in the 60's and 70's. It would have to go to $700 a barrel to equal that.
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Mark
Mark@Mark4XX·
BIGGEST ENERGY CRISIS IN HISTORY: $150 OIL IN WEEKS AS INVENTORIES PLUNGE TO RECORD LOWS Eric Nuttall, partner and senior portfolio manager at Ninepoint Partners, delivered a sobering message in his Bloomberg TV interview. We are living through the biggest energy crisis anyone alive has ever seen — yet most of the world still has no idea what is coming. With Middle East production slashed by 14 million barrels per day, the safety buffer is gone and inventories are about to hit all-time lows. THE UNPRECEDENTED SHORTAGE ➡️ Middle Eastern production is down a staggering 14 million barrels per day. ➡️ Already lost 650 million barrels of production — and that climbs to 1.5 billion even if the Strait of Hormuz reopens tomorrow. ➡️ The last ships that left before closure have now unloaded, leaving zero safety buffer. THE INVENTORY COLLAPSE ➡️ US diesel stocks fell 4% in a single week while gasoline dropped 3% outside driving season. ➡️ Global oil inventories are heading straight to all-time record lows by the end of May. ➡️ Complacency rules because the human mind simply cannot grasp something this enormous. THE INEVITABLE PRICE SPIKE ➡️ Demand must be rationed more severely than during COVID — and price is the only way to do it. ➡️ Expect oil well in excess of $150 per barrel in the coming days or weeks. ➡️ Physical markets are already trading at these brutal levels. THE POST-CRISIS OUTLOOK ➡️ Nuttall went 100% oil weighted back in January — his fund is already up 44%. ➡️ Once the Strait reopens he still sees an $80 floor with demand boosted 40% from restocking depleted inventories and SPRs. THE BOTTOM LINE Eric Nuttall has spent 25 years in this market and calls this the biggest disruption of his lifetime. The world is sleepwalking into a supply shock that will force prices higher faster than anyone expects. This is the calm before the storm hits hard. #EnergyCrisis #150Oil #OilShortage #StraitOfHormuz #RecordLowInventories #OilPrices #EnergyShock
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Landon Fillmore Systems
Landon Fillmore Systems@landonsystems·
@DarioCpx The futures market is not being rigged. It's illiquid and not attached to physical supply. 95% of oil futures aren't exercised. This is common ands expected behavior
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JustDario
JustDario@DarioCpx·
They are not even bothering to fabricate fake news they can hide behind anymore
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Peter Schiff
Peter Schiff@PeterSchiff·
How can the SEC let @Saylor get away with public comments that $STRC is suitable for retirees whose primary investment objectives are low-risk wealth preservation and income, and who don't want to risk losing principal? This is a violation of SEC antifraud and marketing rules.
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Power to the People ☭🕊
Power to the People ☭🕊@ProudSocialist·
These students at Towson University in Maryland who confronted an Israeli soldier speaking at their school are heroes: “You’re a terrorist, bro. Get off my campus!” “We’re not paying $30,000 a year in tuition to have a terrorist here.”
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Stephan Kinsella
Stephan Kinsella@NSKinsella·
for example if you don't like me using weed and want to make it illegal, the question is not, "is your preference that I not smoke weed property". It is: is the law using force against my body when I didn't hurt anyone justified? Who owns my body--me or you? Same thing with IP laws. IP laws use force against others' things. Even though they never hurt anyone. That violates their property rights. You have to identify the thing that a given laws sanctions the use of force against and then ask: who owns that thing in accordance with self ownership, original appropriation, contractual transfer? Does the law respect that, or not?
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Landon Fillmore Systems
Landon Fillmore Systems@landonsystems·
@RhoRider To believe that tech companies are priced on fundamentals, you have to know literally nothing about tax or accounting.
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Rho Rider
Rho Rider@RhoRider·
🤦‍♂️I’ve commented on this multiple times before, but I’ll beat a dead horse… The myth there was no real revenue in Dotcom Bubble era, now being used to justify “this time is different” investor sentiment, is ridiculously wrong The Dotcom era drove then-mindboggling revenue & profits for internet sector companies. At its early 2000s peak web tech was 20% of the entire US economy…companies were raking in $10s of billions They all still crashed when the realities of infrastructure oversupply and circular financing schemes collided. The no revenue “Dotcoms” used to define the era now were a tiny subset of the tech market cap. They were more like a warning flag for Irrational Exuberance than the real catalyst … very similar to the LLM wrapper companies landing huge series As today
Rho Rider tweet media
Damien 📈 Markets Simply@MarketsSimply

every bubble comparison chart looks scary until you look at the revenue and margin profiles underneath the valuations, the dot com bubble was priced on eyeballs, this one is priced on actual cash flows, whether 40% concentration is justified is a different debate than whether the fundamentals exist

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Richard Werner
Richard Werner@scientificecon·
@anishmoonka His mental state might also have benefited from not killing so many people.
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Anish Moonka
Anish Moonka@anishmoonka·
Winston Churchill fought his depression with bricks. He'd lay them for hours at his country home in Kent. He joined the bricklayers' union. And in 1921 he wrote about why it worked. It took psychology another 75 years to catch up. He called his depression the "Black Dog." It followed him for decades. His method for fighting it back was as basic as it sounds: laying brick after brick, hour after hour. Churchill spelled out his theory in a long essay for The Strand Magazine. People who think for a living, he wrote, can't fix a tired brain just by resting it. They have to use a different part of themselves. The part that moves the eyes and the hands. Woodworking, chemistry, bookbinding, bricklaying, painting. Anything that drags the body into a problem the mind can't solve by itself. Modern psychology now calls this behavioral activation. It's one of the most-studied depression treatments out there. Depression sets a behavior trap. You feel bad, so you stop doing things, and doing less means less to feel good about. Feeling worse makes you do even less. The loop tightens until you can't breathe inside it. Behavioral activation breaks the loop from the action side. You schedule the activity first, even when every part of you doesn't want to. Doing it produces small rewards: a wall gets straighter, a painting fills in, a messy room gets clean. Those small rewards slowly rewire the brain. Action comes first, and the feeling follows. Researchers at the University of Washington put this to the test in 2006. They studied 241 adults with major depression and compared three treatments: behavioral activation, regular talk therapy, and antidepressants. For the people who were most severely depressed, behavioral activation matched the drugs. It beat the talk therapy. A 2014 review of more than 1,500 patients across 26 trials backed up the result. Physical work like bricklaying does something extra on top of this. It crowds out rumination, the looping bad thoughts that grind people down during the worst stretches of depression. Bricklaying needs both hands and gives feedback brick by brick: each one is straight or crooked. After an hour you can see exactly how much wall you built. No room left for the mental chewing. The line George Mack used in his post, "depression hates a moving target," is good poetry. The science behind it is sharper. Depression hates a brain that has somewhere else to be.
George Mack@george__mack

Winston Churchill used to lay 200 bricks per day to keep his mind busy when feeling down. Depression hates a moving target.

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Sense Receptor
Sense Receptor@SenseReceptor·
🐭THOMAS MASSIE on the CARES Act "cheese in the trap" "[CARES] was $2.2 trillion and had $1,200 checks for everybody" "[But] that amounted to [only] 5% of the bill" "The other 95% went to banks and businesses and not Americans" "There's always a little cheese in the trap" @RepThomasMassie
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Lazy Canadian Investor
Lazy Canadian Investor@JimChuong·
Man invests $1.2m in Berkshire Hathaway at $2k/sh; 600 class A shares. Each share is now worth $710k, giving him $425m. The most crazy rich mfs you will ever meet irl will be at the Berkshire Hathaway annual shareholder meeting. Nothing else comes close.
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Dwarkesh Patel
Dwarkesh Patel@dwarkesh_sp·
Rome was a massive slave society: about one person in every ten was a slave. Slaves weren’t a different race, or a different religion, or anything that would make people think they were a fundamentally different type of person. Many free Romans were aware they were descended from slaves. But despite all of this, Rome never developed an abolition movement. Free Romans were convinced that slavery was justified.
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