
Landon Fillmore Systems
6.1K posts

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


Kevin O’Leary says anyone who opposes his dystopian data center is probably working for China. A debate.










This video is a MUST WATCH ⚠️👇🏻 In a nutshell, the reason why oil prices aren’t reflecting AT ALL the degree of supply disruption ongoing is because the US is selling its inventory CHEAP to the world. This strategy heavily relied upon a QUICK and FULL reopening of the SoH that ISN’T HAPPENING ANYMORE Bottom line: Commercial and Strategic reserves are being drained FAST across the world, including in the US. This is the reason why gasoline, diesel and other crude oil based products now keep going up in price even if the price of crude oil doesn’t. Once inventories of crude oil reach a critically low level is when the competitive bidding for supply cannot be held back anymore. “TANK BOTTOMS” are expected to begin by end of May in Europe and by the beginning of July in the US, something the market ISN’T PRICING AT ALL STILL








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



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


Popular Russian journalist Stas Natanzon, just back from China, says he was struck by how far ahead it feels, claiming that countries like France now look "backward" by comparison. He says the Chinese are "far more open to new technologies [than Europeans]," with new ideas "taking root almost immediately," adding that Russians are similar in how quickly they adopt things like online banking. By contrast, he says the French are "very resistant to new tech," noting that even with food delivery apps available, many still ask, "Why would I order food instead of just going to the shop?" Overall, he argues, China lives in a "much more progressive world" than the rest of humanity "both mentally and materially," adding: "They have 5G in the mountains… 5G in the mountains."




Listen as the CEO of starbucks tries to justify a $9 cup of coffee. There is no group of people in the world who is more out of touch than the US ruling class. They are insulated from the decay their greed is causing but they aren’t insulated from the revolution that’s brewing!









