Tom Landstreet

10.3K posts

Tom Landstreet

Tom Landstreet

@TLandstreet

Stock jockey, worked for Arthur Laffer. Macro/long/short hedge fund manager, public speaker, musician in "The Cameroons." Skeptic. Father of 3 well-behaved kids

Katılım Kasım 2018
301 Takip Edilen430 Takipçiler
Craig Fuller 🛩🚛🚂⚓️
Red markets is where the market is tightening and rejections have been increasing in last few days....
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Geiger Capital
Geiger Capital@Geiger_Capital·
Brazil is the largest economy in LatAm. Lula losing would result in the country shifting away from socialism and China, and towards capitalism and the US. $EWZ The Golden Age of Latin American.☀️
Geiger Capital@Geiger_Capital

AtlasIntel now has Brazil's Lula losing to right-wing Flavio Bolsonaro in a runoff… 🟡 Flavio Bolsonaro: 47.6% 🔴 Lula: 46.6% Lula’s lead in December (+12%) shrank until February, and has now officially flipped.

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Tom Landstreet
Tom Landstreet@TLandstreet·
@vrgldh I don’t believe anyone tells Donald Trump what to do. And that’s his weakness.
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Virgil Davis Hunt
The only thing I can discern from all the back and forth over Iran-Israel is that the US is heavily, heavily compromised by foreign influence on all sides. Be careful who you side with.
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Virgil Davis Hunt
Almost everyone I've brought up Waymo to in Nashville has a story about one screwing up.
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Charlie
Charlie@charlesbonnerjr·
The oil literally flows out of the Earth in California If you do not collect it, it washes up on the beaches Please be mindful of this every time you hear a leftist say that drilling for oil in California is dangerous for the environment $SOC
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Tom Landstreet
Tom Landstreet@TLandstreet·
@ChrisCeausu It must be data center activity? Retail sales are up only because of inflation. Units sold are down. Retail stocks are getting crushed. Where is this activity concentrated?
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HFI Research
HFI Research@HFI_Research·
I don't think people realize how bad a crude export ban would be for US shale producers. Here's an illustrative example. Refinery throughput would remain depressed due to crude quality mismatch. All of the crude imports will come from Canada + some from Venezuela. US shale is now landlocked, so US commercial crude storage will build. US commercial crude storage will build so fast that it will force producers to shut-in production. This is NOT a scenario you want. If US commercial crude storage builds too fast, it will jam up Canadian crude exports. WCS-WTI differentials will widen, Canadian crude inventories will fill up. How is this good for anyone? Think!
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amit
amit@amitisinvesting·
@PaperGainsInc Trump loses his mind if we hike
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Paper Gains
Paper Gains@PaperGainsInc·
Congrats! All rate cuts have officially been priced OUT now. Nothing expected until 4/28/2027 So when hikes?
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Tom Landstreet
Tom Landstreet@TLandstreet·
And it's the kind of policy that you'd expect from a Democrat...except for Nixon did things like this also.
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Virgil Davis Hunt
Virgil Davis Hunt@vrgldh·
Join us next week to hear all about how cities like Nashville are mismanaging their growth.
The Pamphleteer, Nashville ✰ ✰ ✰@realpamphleteer

🎟️ Zoning, land use, and property tax disputes have animated political discussions in Nashville since Mayor Freddie O'Connell first took office in September 2023. This month's event is with Chris Remke (@ccremke), the strongest critic of the citiy's approach to managing growth.

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Wall Street Mav
Wall Street Mav@WallStreetMav·
New York Gov Kathy Hochul: 2022: [to Republicans] "jump on a bus and head down to Florida, you don't represent our values, you are not New Yorkers." 2026: "maybe the first step is to go down to Palm Beach and see who you can bring back home, our tax base has been eroded." 🤣
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