POU Bear

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POU Bear

POU Bear

@The_POU_Bear

My life is a best seller that hasn't been finished yet

Calgary AB Katılım Nisan 2009
2.2K Takip Edilen511 Takipçiler
Tablesalt 🇨🇦🇺🇸
This is SO UGLY someone bought a condo in Etobicoke (near Toronto) in 2023 for $458,000 DEFAULTED on the mortgage, so then the bank FORCED the sale of the property and made the owner sell it for $290,000. A $168,000 loss.
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Michael Spyker
Michael Spyker@ShaleTier7·
Paramount is definitely like 500% going to drill the Nisku at Elmworth, right?
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POU Bear
POU Bear@The_POU_Bear·
@McFranchisee Don’t forget app fatigue is real. I just want my dollar drink without fighting my app to give me the stupid QR Code/number!!!
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McFranchisee
McFranchisee@McFranchisee·
Inflation fatigue is real. Discount fatigue is real. It will be interesting how they continue to battle each other as restaurants continue to close. What restaurants have you seen shut their doors in the last few months?
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POU Bear retweetledi
Martin Pelletier
Martin Pelletier@MPelletierCIO·
It’s impossible to travel in Canada these days. Completely unaffordable. For example: First photo: 1-bedroom condo in Canmore Alberta $1,200 CAD/night Second photo: 2-bedroom condo in Nashville TN, $300 CAD/night. (Place I actually booked). Wild isn’t it.
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Andrew Follett
Andrew Follett@AndrewCFollett·
Funding scientists, not university bureaucractic systems, will speed up scientific research. Colleges get 30 times more money, but produce less groundbreaking science than 70 years ago! Money should follow the scientist! My latest in @NRO
Andrew Follett tweet mediaAndrew Follett tweet media
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POU Bear
POU Bear@The_POU_Bear·
@ronmortgageguy I love all the people in the comments explaining to Ron why the rate in the US is higher - like he doesn’t know lol 😂 These are the same people who we need to put “caution hot” on coffee for or bad things happen…
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Ron Butler
Ron Butler@ronmortgageguy·
Imagine 6.85% Mortgage Rates: Because That's The Rate In The USA Today - Yes, I understand the US median house price is lower than Canada's - Yes, I understand It's a 30 Year Term not 3 or 5 years - Yes, I understand wages are stronger there But Jesus, that's a high rate 2/
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POU Bear
POU Bear@The_POU_Bear·
@FilmUpdates @DeadCaitBounce In my mind this is a Tom Hanks Meg Ryan movie. In fact it needed to be a Tom Hanks Meg Ryan movie with that name…
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Film Updates
Film Updates@FilmUpdates·
‘WHEN HARRY MET SALLY’ was released 37 years ago.
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Nate Silver
Nate Silver@NateSilver538·
Income and education are usually positively correlated. But sometimes the relationship breaks down. What's the most Democratic voting group in America? People with post-graduate degrees but lower-to-middle incomes.
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POU Bear
POU Bear@The_POU_Bear·
@ShaleTier7 We are literally alchemists. We can pretty much get gas out of anything if the price is right. And any “righting” of price quickly sends us back to the stonage. Rinse, Wash, Repeat.
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Michael Spyker
Michael Spyker@ShaleTier7·
I did the same thing. How can the conclusions be so radically different. Nobody that truly forecasted out *EVERY* single asset, especially the upstream supply part of things; can arrive at the conclusion we'll be short of gas. At best you can arrive at the conclusion the price of gas will be like $1.50/MMBtu higher. I have a feeling that the "16 months of research" was just shoe-horning data to fix a preexisting narrative. Again, I'm bullish gas. But a fatal flaw of a lot of these guys models, is they; a) grossly underestimate the amount of supply that isn't "obvious", and they b) grossly overestimate the inelasticity of international demand. Remember that $10/MMBtu gas in the US is $15/MMBtu gas in Asia, and electricity switching is becoming easier, especially as China tries to push their solar exports. On the supply side, it's easy to not understand what "Tier 2" really means. A core/Tier 1 Marcellus well might do, for our sake, 25 Bcf EUR and have a $2.15/MMBtu realized gas breakeven behind ~$1.10/MMBtu of basis/tolls/whatever. A Tier 2 Marcellus well (of which there are thousands) may recover just half the gas at 12 Bcf EUR, but has a realized gas breakeven of $2.90/MMBtu, so ~$4/MMBtu Hub. Even if new pipe tolls are $1.65/MMBtu that's ~$4.50/MMBtu to bring like another 50-100 Tcf of gas into the market. Or effectively 15 Bcf/d of production for 10 years. This doesn't even touch the Green River, Piceance, San Juan, Arkoma, and Barnett, Fayetteville & Haynesville refracs, Canada imports -- anything. There are too many moving parts to say "we're going to run out of gas" with any level of reasonable confidence. Again, maybe "a buck higher sounds fair within 5-10 years", but not "2030 we're going to run out of storage". If the thesis was infrastructure is a limiter -- I'm all for that. We haven't built new Appalachia pipelines, we might not even know how to anymore. Absolutely there will be massive regional gaps, or productive capacity that can't make it to an end user somewhere else; but those don't last long and typically aren't structural (well, on a long enough timeline). But you truly have to have made some massively fatal error to say that we; a) don't have the inventory available, b) we don't have the ability to build infrastructure at all, and c) demand is rigid and won't adjust to higher prices. Again, I AM BULLISH GAS, for a lot of the reasons within, but it's just blasphemous to say there "is no future supply response". I would like to debate this guy I'll come to your city and we can do it on whatever podcast you choose.
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Colossus@colossusmag

In June, Matthew Smith wrote a letter to a small group of confidants about the U.S. natural gas market. "This will sound like heresy. Energy, power, and AI heresy." In it, he projects an unprecedented natural gas shortage beginning in late 2028. By 2030, working gas storage could be exhausted entirely. Gas is the marginal fuel for electricity in most of the country. When it becomes scarce, everyone pays. Hyperscalers, LNG buyers, and households alike. The letter was never meant to be public. We asked if we could publish it so listeners could see the full work. It includes the model, the math behind it, the winners and losers, and his rebuttals to every objection he expects. He said yes. Full, 20-page letter in the comments.

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POU Bear
POU Bear@The_POU_Bear·
@koipeptides o tried to place an order with you however it said no payment methods available was available. How does one get that fixed?
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POU Bear
POU Bear@The_POU_Bear·
@SCMPNews If only there was a near endless supply of social credit black list population around somewhere…
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South China Morning Post
South China Morning Post@SCMPNews·
China’s state agencies are hiring retirees as the workforce rapidly ages #Echobox=1784432070-1" target="_blank" rel="nofollow noopener">scmp.com/economy/china-…
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POU Bear
POU Bear@The_POU_Bear·
@VolteFaceInvest You and me both. People literally go to SXM St. Maarten just to pay for the experience of being dusted lol
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Volte-Face Investments
Volte-Face Investments@VolteFaceInvest·
I understand the safety argument totally. But let's be real. If I had the blue angels on video ruining my beach umbrella, I would nail that umbrella to my garage wall and show every single person the video at every holiday get together at my house every year until death.
Brian Krassenstein@krassenstein

The US Air Force’s Blue Angels buzzed over Pensacola, Florida nearly hitting beachgoers, causing umbrellas and chairs to fly, hitting people. This is what happens when you have a president and secretary of war, who don’t punish those who break the rules.

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Gannon Breslin
Gannon Breslin@gannonbreslin·
Boomers using Fable 5 to answer a simple google search question
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POU Bear
POU Bear@The_POU_Bear·
@raghu_venugopal @gzicherm @kinsellawarren The only conflation you can probably make between the two populations is, sadly, that the tweakers will live longer than the diabetics in many cases. I would love to see that safe injection money go to research and drugs for T1Ds instead…
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Raghu Venugopal MD
Raghu Venugopal MD@raghu_venugopal·
Warren Kinsella should reflect upon the fact it was Ontario provincial Conservatives who shut down safe consumption sites, effectively making everywhere a consumption site. Ontario ignored its own Medical Officer of Health. @kinsellawarren
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POU Bear
POU Bear@The_POU_Bear·
@TheFaccey @mooskiebest @EndWokeness And she’ll still be surprised when she’s one of the first forcefully married off for some goats or sent to labour camp for life. There is no helping these people…
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NotOnline
NotOnline@TheFaccey·
@mooskiebest @EndWokeness Youre gonna turn the west into a third world shit hole and there will be no where else to migrate to so you can say goodbye to all social progress made.
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End Wokeness
End Wokeness@EndWokeness·
"It's just New York City" Tonight a 15-term Colorado incumbent just lost to a Hasan Piker backed DSA member born in Ethiopia Oh, and she thinks we deserved 9/11
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POU Bear
POU Bear@The_POU_Bear·
@oilmutt And he’s probably going straight to jail unless it’s Texas or Flo-Rida. So let’s hope 🤞
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