T$Quadzi$$a

@QLDFootballClub Flattery ?

How did people or a person at WSJ stuff this up ?An old article referenced as a podcast ?

@zhanginu Just buy more whenever the insiders buy. This has worked for me on this stock for a few years .

#AX1 is just nuts. Don’t bet against Blundy. Footwear > apparel it seems in a weaker consumer environment.

@QLDFootballClub Those shoulders 🔥

@longhorncapital Any thoughts on sneakers and shoes ? $AX1 taken a hit too. Mellenials and Zoomers really into their shoes … but I know the read through from Footlocker last week wasn’t great .

Talking my book here in $LOV, not sure many chicks are going to cutback on $10 necklaces that they can afterpay over 6 wks.. feels different to a retailer that sells bigger ticket items.. You could point to $DSK as counter, but that's literally burning $, I think theres a diff..

@Mathan_Soma Every country takes a different approach but not every country plays by the rules. The fact will be the current rules based hedgemony will be replaced by a different one. And the countries that benefited last 70 years will unravel very differently in the next 70 years

Just for context....Geopolitics is geopolitics and every country takes a different approach. When was the last time China attacked a country? there is no political or historical or trade advantage for China to attack Australia? Not that I am defending China...it makes no sense!🤔

@Mathan_Soma Officially or unofficially possibly 1979 … which depending on who wrote the records they lost the battle there.

If we are going to pump property and it's going to be used for money laundering, why don't we tax it high enough to benefit from that? Or is that being left for vested interest groups? It may be different this time! 🤔

@zhanginu Join #COM

Portfolio is too ESG now.. only ~30% in dead dinosaurs. Where can I get some pure #oil exposure on ASX? #coalTwitter #oott

@AdamBandt @BreakfastNews U gonna make the coal Barrons very rich this way, if not the local ones the foreign ones will rake it in.

About to join ABC TV @BreakfastNews to talk about how we can keep power bills down while reining in the greed of the coal and gas corporations. With a windfall tax, we can freeze electricity bills, and help households & businesses have money to get off expensive and dirty gas.

@Mon4Kooyong Not every country has the right geography for optimal use of renewable energy though. Australia is blessed with a multitude of options yes … but what about other developing countries? Or countries far from the equator. How much renewable capacity needed to replace baseload.

🧵3/4 Australians must be told the truth: the economic advantages of renewable technologies, the public attitudes influencing investors and the commitments of the Paris Agreement mean that new coal and gas projects are simply no longer economically viable.

🧵1/4 Mining company Glencore has suddenly pulled out of a $1.5 billion coal mine project in central Queensland citing “increased global uncertainty”.

@PeterZeihan For abit of humour sake are u allowed to say what they asked to be censored ? Although I can already guess which parts …

EotW will NOT be available in mainland China. The censorship requests were equal parts thorough and ... hilarious. 🤣

Deals signed to pub The End of the World is Just the Beginning in 9 more languages. More info as we get pub dates. Japan- Shueisha Korea- Kim & Kim Taiwan- Gusa Vietnam- Nha Nam Hungary- Pallas Athene Poland- Zysk Portugal- Infinito Particular Russia- Alpina Spain- Almuzara

@AdamBandt so renewables will be built with capital , then energy from them provided for free or cheaply? How will the “green” investors get their return on invested capital without being labeled as greedy ?

A temporary price cap on gas won’t make electricity bills affordable. The only lasting solution is to help households and businesses get off gas by electrifying with renewables, funded by a windfall tax on the greedy coal and gas corporations.

@zhanginu Looks China/CCP discount is a real thing

@TonyfnlimLim Thank Yankuang for the gift

What if it’s partially franked this time

@AdamBandt Read about the ENSO please

The NSW flooding is in its 63rd day, with hundreds of people rescued overnight and many more evacuating. Two weeks ago Forbes flooded, and in the days ahead they're expecting the river levels to hit 10.88m again. This isn't normal, but it's becoming our new normal.

The marketing of Greta Thunberg by her parents and cynical media elites over the last three years was appalling. Thunberg became the primary vehicle for an anti-human, pro-scarcity, and anti-capitalist agenda that contributed significantly to the energy crisis ravaging Europe.

@AdamBandt Yes for sure they should pay hire royalties matching other countries like Canada / Norway etc etc etc . But just taxing them to subsidise local energy prices merely adds fire to the demand side and doesn’t solve the supply problem . Aka … the solution requires drilling .

Let’s freeze power bills. Energy costs are spiking, while coal & gas corporations rake in huge windfalls. If we tax the coal & gas giants' massive profits, we can freeze power bills for everyone & save an average struggling household over $750.

@zhanginu Contrast BTU vs NHC

Rightly or wrongly, market values cash at a premium if they trust mgmt, market values cash at a discount if they don’t. This creates opportunities if you believe the market is misjudging mgmt.