Capital

I don’t need to sell I don’t need to buy.

Nobody is talking about Lenovo 😂 100% in a month

I just gotta say this is the most irrational market I've ever seen.

"To bankrupt a fool, give him information." - Nassim Nicholas Taleb

@TheLongInvest Germans are bad risk takers

Why do I have such a large German following? Because the Germans are naturally stoic and highly intelligent Our strategy towards investing aligns with their approach Be like the Germans

@Kuenni_SK @TheLongInvest 😂

@TheLongInvest Hahaha - pls don’t tell people to be like a German…believe me here are so many weirdos 😂

If it’s not one of the best books you’ve ever read, don’t read it.

RT @KobeissiLetter: By far, the most incredible part about this market is fact that the base case now shows incoming Fed Chair Kevin Warsh…

The macro regime has changed. From deflation to supply constraint inflation. Defending your own book against an invalidated thesis is not a conviction – it is ego. Rotation is not a defeat. Holding on is one.

This constitutes a small but genuine positive signal for CF’s Blue Point Ammonia project (Final Investment Decision: Q3 2026)

The easing of Chinese export restrictions on rare earth elements (yttrium, scandium) is strategically relevant for $CF Industries; these elements are required in advanced ammonia synthesis catalysts and in the development of low-carbon ammonia processes.

Key to winning: Choose to be positive and grateful. Then, just keep at it. Time is the great compounder and will do the rest. So many people just don’t have the discipline to stay positive and grateful. Then time compounds the bitterness instead.

As long as this spread exists, CF Industries and Nutrien can produce more profitably than any European or Asian competitor at any global price level. European competition has partly permanently abandoned the market - this market share is permanently won.

US Natural Gas (Henry Hub): ~$2.89/MMBtu EU Natural Gas (TTF): ~$46.79/MWh ≈ $14/MMBtu Cost Ratio: ~4.8x advantage for North American producers

North American nitrogen producers ($CF, $NTR) are the last available suppliers in a market that lacks 50-60% of its normal supply capacity - with stable input costs, compelling agronomic demand and no short-term substitution option.

"If trading works, everyone would do it" The gym works, but look around you.

$Harvia Q1 is out and saunas remain hot. Northern Europe: +16% Continental Europe: +6% North America: +12% APAC & MEA: +30% Total sales grew +12.7% (+18.3% comparable FX). Very solid fully organic execution. Operating profit margin was 21.9% (22.8% YoY). Given the strong comparison period YoY, I’m happy with the initial result. That said, steam products were surprisingly down -11%, while growth was driven by heating equipment at +21%. Very interesting to hear more from management on this soon.

This was fast haha

Dow back to 50k this week ?

Stagflation compresses multiples from above. Stagflation pushes earnings from below. Stagflation removes the fed put. Three vectors. All bearish. Simultaneously.

This was actually a hard month in the markets