Stern Jatta

This is happening across Asia 👇 🪨 Japan will lift restrictions on the operation of coal-fired power plants as the conflict in the Middle East chokes LNG supply, the Nikkei reported Older facilities will be put back into service for a year starting in April

Mota bhai!!!

Two gentlemen, one frame ❤️ Irrfan Khan and Farooq Sheikh in Shrikant by Sarat Chandra Chattopadhyay. After Irrfan’s passing, DD National reran the show as a tribute. That kind of simplicity… we may never see again.

Bob Costas: “What is your favorite American expression?” to Ichiro Suzuki Ichiro:"Kansas City in August is hotter than two rats fucking in a wool sock." Protect Ichiro at all costs

Fundsmith's recent Shareholder Meeting is a great watch. Terry and Julian talk AI bearishness, stock market bubbles, what they've bought/sold, and why they have underperformed for 5 years. youtu.be/W8vYeazBox4?si…

In 20 years our kids will laugh at this generation like I am laughing at this video…

For those tracking the Venture Global $VG arbitrations: Shell: ✅ VG win... arbitration appeal BP: ❌ awaiting damages Unipec/Sinopec: ✅ settled, not material Galp ?? Orlen ?? Edison: ✅ settled, maybe material

There goes Australian bulk metals supply.

@KnowledgeArchiv Also only European to successfully conquer Afghanistan

Kind of crazy Alexander the Great conquered this region frankly Max difficulty empire building

I hate to be bearish but - You have 4 companies out of the Mag 7 that now hold more debt in depreciating assets (E.g. Datacenters) than cash in their balance sheets. - More spending on these datacenters that are expected to increase until 2028-2030. - Record breaking IPOs coming to the market in already tight liquidity environment. - Labor market that is in full stagnation. - A Fed that doesn’t have the leeway to cut rates anymore like they did in recent years. - Price discovery mostly being done in private markets now. - Hyperscalar bond issuance driving more liquidity away from equity markets. - A war that introduces more uncertainty in an already uncertain market environment. While the S&P still trades at a higher premium over its historical average.

You need at least 4 things happening on the same day to call a bottom 1) Ramp posts the tweet below 2) Zerohedge agrees with Cramer that things will get worse 3) CNBC does a markets in turmoil special 4) Ackman cries when interviewed on the very same show We are not there yet

Investing in the QQQs is one of the most nonsensical investments to make. Many mistakenly assume the QQQs are a tech fund (owns WMT, COST, etc) Pick 100 stocks *but only from one exchange* and market cap weight them. Why would you voluntarily choose to remove half of all stocks? ¯\_(ツ)_/¯

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🚨 Japan Turns Back To Coal LNG Shock Just Broke The Energy Transition Playbook ⚠️ What Just Happened? Japan has approved emergency coal power for one year. Not long term. Not strategic. Emergency! To replace LNG that is no longer arriving from the Strait of Hormuz Japan is • One of the largest LNG importers in the world • Built its post Fukushima system on gas • Committed to net zero by 2050 And now is switching back to coal 💡Connect the dots: • QatarEnergy LNG disrupted (force majeure) • 17% of global LNG capacity impacted • Hormuz flows constrained • Asian buyers scrambling • Europe competing for the same cargoes If Japan is burning coal. And Europe has no clear LNG replacement. What comes next? 📩 Subscribe to my newsletter ,and do not miss my latest article in the below comments about Who Controls Europe’s Gas Now? themerchantsnews.substack.com/p/who-controls…

Alex thinks parts of @Citrini7's now-famous "Intelligence Crisis" piece are plausible and is bullish on rates because of AI's potential for deflation and job losses Alex's book: amazon.com/dp/B0GBYXNLD4?… 2/2

OUT NOW - @agurevich23 on: - deflationary bust from AI (bull case for rates!) - "perfect trade" forming in Japan? - strong bull case for Platinum/Palladium shorturl.at/hpqv6 1/2

@JhaSanjay Blasphemy! Credit only goes to Nehruji

THE CREDIT FOR IPL BELONGS TO JUST ONE MAN: LALIT MODI  I was a critic of Lalit Modi mostly for the brazen hubris he once had; there was a condescending attitude with which he dismissed criticism, especially from the genuinely concerned traditionalists who were worried about the future of Test cricket once T20 became a cash cow, and overwhelmed the classical form of the game. There was also a shocking disregard for core governance from the man who curated the business model of the IPL: Lalit Modi was a man in a hurry.  If IPL franchises are getting dizzying valuations, and the popularity of the league continues to rise exponentially, the full credit for that goes to Lalit Modi. Credit needs to be given where it is due. From the franchise owners, TV rights holders, cricket players and the fans who are clearly besotted with the summer fiesta, they owe Lalit Modi a big one.  It is a poor commentary on our investigative and criminal justice system that the man cannot return to India to see the successful sports start-up that he created which is now attracting global private equity investments. Sorry Sanjiv Goenka; it is not Jay Shah ( even he must be hysterical at your adulation of him), but Lalit Modi, for all his faults, who is the mastermind behind the IPL. Period!  @LalitKModi @hvgoenka @IPL @cricketwallah @bhogleharsha @gauravkalra75 @NikhilNaz

Seriously this guy really has a memory loss of who conceived the model. Thats ok. He just lives in his own world. We all know that 🤣🤣🤣 @DrSanjivGoenka is a 🤡 wish it was his brother @hvgoenka who owned the ipl franchise. He is a true cricket fan. Not this clown - who thinks his tweet will change history. Just proves he has zero knowledge. Just swelled up head 🤯 Jai hind.@IPL

Another blow to the global LNG market 🚢🚨 🇦🇺 Three Australian LNG export plants (which provide ~8% of the world’s supply) have had output curbed by a cyclone ⚠️ Some offshore gas platforms were knocked offline by the big storm bloomberg.com/news/articles/…

Looking back at it, the sale of HPS to Blackrock was perhaps one of the most well timed exits of all time in the alternatives space They literally top ticked the sale at the peak of private credit Apollo, Blackstone, Blue Owl stocks are down 40% or more since last year