ทวีตที่ปักหมุด
Um, what am I missing here?
Diluting Peter, to Buyout Paul.
Who's the smart money here, kids? #FinancialEngineering
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Jack D Bridges
5.4K posts
Jack D Bridges
@rocker_jdb
Allocator, ex-photog, part-time useful idiot
Chicago เข้าร่วม Haziran 2009
4.3K กำลังติดตาม3.1K ผู้ติดตาม
$FDX crushes it: $5.45 vs 4.15 exp.
Beat on top line as well ($24B vs. $23.5)
Must be nice being a well managed company with a Board that has smart people on it…
Should bode well for sector & logistics broadly—well, the ones who FedEx isn’t embarrassing, that is.
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$FDX report should be interesting AH. They'll update the progress on the Fed-Ex freight spin, which was rumored at one point to sniffing around Forward. What on earth would FDXF want with Dead Air? Selling it all to FDX and not choking on Omni would have been smart in 2023.
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Happy for @adecoagro_ and all shareholders. After $AGRO diluted at $7/ share, this must taste sweet, indeed.
Why did I tender and never look back? Well, when you’re tethered to garbage, it’s going to matter eventually…and this is a joke compared to how they really made their $
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@miloandbono So, this sets up AGRO to run the urea plant full-bore for all of 2026-7 to capture the ridiculous margins...it's truly remarkable.
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@miloandbono The other thing that makes me laugh about Profertil: During the sale, it went down for maintenance (probably scheduled, because it was major. 60 days starting in Oct.) Then, there was a gas outage which extended another month (31 days). Nutrien & YPF felt great...then Iran. Boom.
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Great read…especially for any legacy $AGRO shareholders who tendered & kept the stub. It’s important to know who controls your investments—even more so when it’s a crypto overlord. bloomberg.com/features/2026-…
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Jack D Bridges รีทวีตแล้ว
This story of the potentially irreversible destruction of a crown-jewel national park is rapidly unfolding with absolutely zero national media attention. Journalists — we need you. Where are you?
Isaac Saul@Ike_Saul
With all eyes focused on Iran, Trump and DHS are pushing forward on border wall construction through Big Bend National Park. They will hand the Rio Grande to Mexico, destroy thousands of jobs, and ruin the last remaining wild West, all for less than 1% of all border crossings:
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The entire “philosophy” is simple: burn the world, there are no rules. We begin again, an WE make the rules & take away your rights.
This is not new…but people don’t know history. Only tax cuts
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When you repeatedly tell your allies to F Off; threaten to seize Greenland by force, etc….WTF do you think happens? #HeWasAlwaysUnfit
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It wouldn't surprise me in the least if he's advising Stephen fucking Miller...that's the charm level. I'm completely serious, btw.
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He wasn't just the worst professor; he was genuinely a sneering, unpleasant person, in a place where civility and friendliness are serious business. "Oh, what about the 'charming curdmudgeon' professor archetype?"
None of it. Straight up dickhead—and wears it proudly.
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Because it's been a week of pain, I thought, why not?
Let's re-visit the worst professor I took a class from in undergrad. This is snippet of his "research." (2023)
Last awful graph you'll notice the phrase "taking back the country." Gee, wonder where he got that from?
Trash.
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Jack D Bridges รีทวีตแล้ว
An absolutely incredible statistic; Trump's $100,000 H-1B fee has actually lost the U.S. government $19.5 million in application fees.
Connor O’Brien@cojobrien
85 people have paid the $100,000 H-1B fee so far, totaling $8.5 million in revenue. But fee revenue from H-1B apps abroad is down $28 million. So the fee — justified by a paper claiming the revenue-maximizing fee was >$100,000! — appears to have lost the government $20 million.
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@TheCinesthetic Michael Clayton, A Civil Action, The Firm.
The “Keep your kids out of Law School” trilogy.
GIF
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Which three movies should be watched together as an unofficial trilogy?
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According to your boss, there's like a 1,000% chance you're right; only a negative 200% chance you're wrong, though. Blue skies ahead!
(until we discover making everything a "lightly" regulated insider trading casino is, uh, not smart).
GIF
Mike Selig@ChairmanSelig
Prediction markets are here to stay and under my leadership, I’ll protect the agency’s jurisdiction over these markets and allow them to flourish in the US.
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GIF
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I'm going to bet this blows up in spectacular fashion. Like, a toddler dropping drug prices 600, 800%, or even more! Where can I place this bet?
Bloomberg@business
Chicago’s largest exchange leaders are urging a review of the process that has let prediction market platforms rapidly list financial contracts without explicit regulatory approval bloomberg.com/news/articles/…
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Well, the clowns here are giving it their best effort. Probably the only thing they’ve worked for in their lives. To give us a recession.
Bloomberg@business
ExxonMobil Chief Economist Tyler Goodspeed says it takes a lot of economic ruin to tip a country into a downturn bloomberg.com/news/articles/…
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