cilantrotime

@CultishCreative @WRGuinn This needs to be amplified.

You have to see the timeline of how this unfolded via @WRGuinn. Because, "Social networks are not some lofty lyceum. They are a petri dish for the spread of narrative viruses, an almost comically perfect environment to emphasize the usefulness of stories over their accuracy."

@maloftis1 @CorleoneDon77 Perhaps there is an M&A event on the horizon

@cilantrotime @CorleoneDon77 Good catch. My bad. Yes, the $150 mm shelf is separate. Not sure why these guys would file a shelf given amount of liquidity they have, though I suspect the answer is "optionality"

$LFCR Lifecore files to sell $150M of common stock, warrants

@maloftis1 @CorleoneDon77 That's the resale portion. The $150m shelf offering is a separate component in this S-3, is it not?

@CorleoneDon77 It's a registration of existing unregistered equity + warrants owned by existing holders...LFCR not selling any shares. This filing does not change the Diluted Shares, for those who know how to calc it

@tclaugus2 Could be worth noting that there are lots of electrification mandates and gov incentives that I suspect would likely get rolled back, at least in the US.

Crude oil is in trouble. Basically at the end of 2023 40MM EVs have been sold since 2013. If we use an average life of 17 yrs for a vehicle and apply a 65MM global auto sale average estimate over the last 10 years we get: (65MM * 17 years) = 1.105BB autos in the world (of course this is a rough estimate) 40MM/1105 = 3.6% decline in gasoline demand world wide. Based on what I can see, global EV/PHEV sales will be at least 14MM this year. Leading to the number of Evs going to 54MM at the end of 2024. Accelerating the demand decline to =4.88%. Now gasoline accounts for 46-48% of all oil demand, but in general demand for oil is in decline. We have record production in the US... Trump won which will lead to more production next year. We are in a strong oversupply situation entering 2025. Im VERY bearish on oil. Best wishes

@LionelHutz_Esq have you looked into the $GCI case against Google?

@RobertLusetich @robmillertime Looks like a thyroid condition and the scar on the neck is indicative of surgery for that. Explains the puffiness and asymmetry of the eyes (look up thyroid eye disease). I know the guy liked to party but it’s kinda sad to see all the harsh speculation that drugs caused this.

@robmillertime Apparently, he's got a scar on his neck. Maybe an accident? One thing we know is that no one in the LIV media world is going to ask.

Anthony Kim shot 65 so I checked out his post-round interview. Wow, barely recognize him. What happened to his face?

@cullenroche @BillAckman Would argue it has more correlation with personal vehicle ownership than nutrition. America is sedentary.

@BillAckman Caloric intake surged 20% since 1930 and now everyone is 20% heavier than they used to be. ¯\_(ツ)_/¯

Take a look at New Yorkers in 1930 after a decade of economic exuberance. There were no gyms, SoulCycles, yoga classes, or running shoes. There were no diets, Ozempic, USDA pyramids or degrees in nutrition science. Yet, look at how lean everyone is. There is no obesity. Makes you wonder about the food and soft drink industrial complex and our government’s oversight of our citizens’ health.

I’m gonna give 10 random people that repost this and follow me $25,000 for fun (the $250,000 my X video made) I’ll pick the winners in 72 hours

@tclaugus2 That is probably not an objective question. Furthermore, what happens upon death is subjective to many as well. History is filled with "holy" wars, for example.

Question: who wins a war? If the political leaders could actually answer this objective question correctly the world would be a better place. Unfortunately there are dictators who don’t seem to comprehend that they will die in time just like you and me. What are you winning Mr Putin? Mr Xi? Please explain to the world what exactly you will gain before you die like everyone else.

@IncomeStrmGuy done

@cilantrotime I can't send you a DM, Please follow.

Are you searching for a profitable niche for a tool site? I have found a great one. Should I make it public... or would you rather I DM it to the few who liken and comment on this tweet?

@Chrispg1216 @ColinMc74157100 @nwblackmon @ksusys @engele @SawyerHackett No, the bank likely would not have been able to continue operating. Just as it is no longer operating after the FDIC stepped in.

@sarahintampabay @nwblackmon @ksusys @engele @SawyerHackett You're saying SVB received an equity bailout from the gov in the same manner as '08? What small loans are you referring to?

@brenda_eanes @ksusys @nwblackmon @engele @SawyerHackett Exactly what deregulations are you saying caused SVB's collapse? Trying to keep this constructive but it feels like you're fishing for a particular answer here.

@brenda_eanes @nwblackmon @ksusys @engele @SawyerHackett FDIC is bank funded. Not on the bank's side but worth noting that they did have assets to cover deposits.. just not the right liquid assets to save themselves from a coordinated bank run (re: Peter Thiel). No bank can survive that. None.

@sarahintampabay @nwblackmon @ksusys @engele @SawyerHackett Not sure what mechanism you are referring to. BTFP? A short-term collateralized fed loan is hardly the same as an equity injection. Not even close.

@nwblackmon @ksusys @engele @SawyerHackett The semantically charged argument began with the line of questioning in the video at the top of this thread. The bank was not bailed out. I suppose you could say the depositors were "bailed out", weird concept, but sure.

@cilantrotime @ksusys @engele @SawyerHackett To characterize this as “not a bailout” is a semantically charged argument. When the Fed Reserve and Treasury step in and guarantee even uninsured deposits (among other things)- it is a de facto bailout. Whether it is good Econ crisis management is a separate db8-but get it right

@peoplercrazy_ @engele @TWLadyGrey @SawyerHackett Calling it a bailout would imply that shareholders and bank management were rescued and the organization kept alive. They were not, quite the opposite actually. Assets were seized to ensure depositors remained whole.

@engele @TWLadyGrey @SawyerHackett The FDIC guaranteed everyone's deposits, even if they were over the insured amount, if not a bailout then what would you call it?

@nwblackmon @ksusys @engele @SawyerHackett Do you have any constructive response to why his description is wrong? This was NOT a bank bailout a la 2008.

@ksusys @engele @SawyerHackett in Narnia, sure