Yellow Lab Life Capital

17.3K posts

Yellow Lab Life Capital

@YellowLabLife

I am not as smart as I sound, so please don't listen to me

Sumali Ocak 2020

1.1K Sinusundan27.4K Mga Tagasunod

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Yellow Lab Life Capital@YellowLabLife·3 Oca

EUCALYPTUS TREE, Jan 3, 2022 (Newswire) 7:00 AM: The koala is an unrestricted free agent There is no pre-contract or handshake on a max deal to be signed on a certain date What will come in '22, let's see, but until then no compliance regime Let the mayhem begin...

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Yellow Lab Life Capital@YellowLabLife·13h

Look, he is not an actual pod monkey, but with that said: If anyone on fintwit considering an analyst or PM seat at a big multi-strat, you should have to listen to the first ~10 minutes of this podcast with @ArrakisGlobal (4:00 - 12:00) on repeat while sleeping for minimum a week before accepting the offer Phenomenal opening segment about risk in modern fund management

Money of Mine@moneyofminepod

An energy shock is building. Most are trying to predict it. @ArrakisGlobal isn’t. His rule is simple: don’t lose money. So he’s mostly risk-off. Waiting for the tape to become obvious, and "earning the right to trade" as he puts it. And long $GLEN because it wins both ways. YT → youtu.be/OG08BZ685EA Spotify → spotifycreators-web.app.link/e/trZZtBIME1b Focus → focus.marketech.com.au/#/

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Yellow Lab Life Capital@YellowLabLife·1d

You don’t own enough suezmax tankers if the new trade route starts in the east Mediterranean to get crude to the world produced from the…Persian Gulf May have to order The Koala Spirit if this happens

Open Source Intel@Osint613

Benjamin Netanyahu: "We need alternative routes instead of the Hormuz Strait. We should have oil and gas pipelines going west through the Arabian Peninsula right up to our ports in Israel. That is definitely possible."

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Yellow Lab Life Capital@YellowLabLife·1d

Considering we’re moving all gas no brakes into a global energy crisis unless something changes All the AI images/videos and frankly almost all of the consumer facing AI stuff developed past 2-3 years seems like a really stupid waste of scarce energy molecules

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Yellow Lab Life Capital@YellowLabLife·1d

Gary has always said when asked about Glencore’s $GLEN $GLEN.L intention to responsibility wind down its thermal coal business by 2050 (paraphrasing) “I still think it’s the right thing to do but of course if governments around the world change their mind and come to us and ask us to keep these mines open, we will consider re-considering it.” The last 3 weeks that talking point has been echoing in the eucalyptus tree louder and louder.

QatarEnergy@qatarenergy

QatarEnergy Statement on Missile Attacks on Ras Laffan Industrial City QatarEnergy confirms that Ras Laffan Industrial City this evening has been the subject of missile attacks. Emergency response teams were deployed immediately to contain the resulting fires, as extensive damage has been caused. All personnel have been accounted for and no casualties have been reported at this time. QatarEnergy will continue to communicate the latest available information. #Qatar

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Yellow Lab Life Capital@YellowLabLife·2d

@wolfofwalkerst Idk how Niall found it Hats off to him or whomever tipped him off what a find If had to guess, Newmont having some fun

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wolfofwalkerst@wolfofwalkerst·2d

@YellowLabLife So was this discovered in pre closing diligence?

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Yellow Lab Life Capital@YellowLabLife·2d

“Hey guys we are in the final stages of negotiating a nil premium takeover by Anglo American we are calling a merger of equals to hide our shame we screwed up QB2 so bad, anything we got for some incremental leverage?” - Jonathan Price Real talk/jokes aside, you have to wonder if Anglo Teck had been announced 2 weeks later post Fourmile PEA if the ratio would have been different

Trevor Hall@TrevAHall

@YellowLabLife Such a shock even Teck forgot about it.

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Yellow Lab Life Capital@YellowLabLife·2d

Teck apparently has a previously undisclosed 10% NPI on a portion of Fourmile? How are we just hearing about this now?

Niall McGee@NiallCMcGee

Teck royalty on Fourmile gold project could be worth billions, potentially affecting Barrick’s IPO plans theglobeandmail.com/business/artic…

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Yellow Lab Life Capital@YellowLabLife·2d

@stinkendhert More just a met coal warrior specific observation The thermal coal trade is separate topic

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Montaigne@stinkendhert·2d

@YellowLabLife BTU not a better option?

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Yellow Lab Life Capital@YellowLabLife·2d

We buying Warrior $HCC because it’s an underground longwall in Alabama and met coal prices are roofing because australia is slowly having a diesel supply crisis break out? Sure why not…the koala will take that right now

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Yellow Lab Life Capital@YellowLabLife·2d

@calvinfroedge Immediate instinct is to delever which means need the currency of the liability (dollars) Once delevered the instinct turns back to capital allocation mix

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🏴‍☠️@calvinfroedge·2d

So why are people selling gold? This one is really hard for me to grasp Only thing I can come up with is rotation to energy

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Yellow Lab Life Capital@YellowLabLife·3d

Wow…everyone rates him (or at least who will bother to talk to the koala) But damn, Minerals America Head not Minerals Australia And not a woman given a female CFO, Chief Strategy Officer; and Minerals Australia Head Koala trying to be on holiday but this dude ran WAIO and since Minerals America appointment has been dealing with the legacy issues that are Jansen and Escondida while putting together Vicuña. Seen literally (and this isn’t the koala talking this is literally the bhp deck at this point) the past cash cow and the future growth pillars of the company Hope you get a chance to make a proper go of it mate It’s the time to be bold, and the koala thinks beyond Vicuña bold $BHP

Financial Times@FT

BHP names Brandon Craig as its new chief executive ft.trib.al/GJBRmng

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Yellow Lab Life Capital@YellowLabLife·3d

Alright @tom_woolrych the moment of truth…

Pallas Resources@PallasResources

First drilling now underway at Sarybastau — one of Pallas's wholly-owned copper porphyry projects in Kazakhstan's Ili-Balkhash arc, one of the world's least explored Tier 1 Cu–Au frontiers. 1/

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Yellow Lab Life Capital@YellowLabLife·3d

@jclarkson203 Real shame in 2026 to see Dickie Greenleaf in Italy is actually working instead of playing the saxophone and womanizing Those were the good old days...

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Yellow Lab Life Capital@YellowLabLife·3d

Pray for the Lundin Group email inboxes after this

Money of Mine@moneyofminepod

We asked @RealRickRule, a natural resource investor for over 50 years, what he’d do differently if he were starting out today. He said he’d find the best family office and offer to work for free. Hear why + his stories on meeting Lundin, Friedland, Sprott & more. Enjoy. YT → youtu.be/AOkw12Xq5Tw Spotify → open.spotify.com/episode/1Gb4RL… Focus → focus.marketech.com.au/#/

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Yellow Lab Life Capital@YellowLabLife·6d

@milken_cookies @Pigeonomics It’s just sort of maddening and not a good use of market volatility for politicians to do these trial balloon “what about…” and the market has to immediately go

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Yellow Lab Life Capital@YellowLabLife·6d

All it takes is 1-2 weeks in South Florida during winter conference season to realize the area can’t take en masse the financial industry It can take the partners and MDs but not everyone and that separation of leadership and team is super risky to culture So there isn’t really an alternative metropolitan area The real risk honestly is Stamford/Bridgeport offices become default options for senior people and they can come in to the city as needed and stay in a hotel if needed back to back days Close enough to be there if needed unscheduled But outside city taxes and higher NYS taxes

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Sammy 'Ace' Rothstein@shortbus_ace·6d

fairly certain of two things. long-term, betting against NYC is a terrible idea. short-term, we need a clearing event like SF had post-covid

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Yellow Lab Life Capital@YellowLabLife·6d

@Pigeonomics The real question is why would this even be floated. What does he gain politically by seeing the reaction of everyone? It’s so extreme it’s not even a valid negotiating starting point

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Yellow Lab Life Capital@YellowLabLife·6d

@ItsMyst88 @ArrakisGlobal @FinFreedom414 Primary Ski chalet Beach house / Lake house Apartment in Monaco you claim is your primary Apartment in Dubai for reasons unclear given the one in Monaco but no one asks what we are all wondering Idk mate, seems like everyone on social media has that set up these days

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John Battista@ItsMyst88·6d

@YellowLabLife @ArrakisGlobal @FinFreedom414 It's the multiple houses

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FinancialFreedom@FinFreedom414·14 Mar

Imagine you had to choose your life at age 40: Option A: Single. No kids. $10M net worth. Travel anywhere. Total freedom. Quiet house. Quiet holidays. Option B: Married. 3 kids. $1M net worth. Drive a Toyota. Chaos every morning. Loud house. Full dinner table. Be honest, which life are you choosing?

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Yellow Lab Life Capital@YellowLabLife·6d

@ArrakisGlobal @FinFreedom414 This is very American abundance and not Europoor net zero mindset sir Never forget where you come from

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Arrakis Global@ArrakisGlobal·6d

@FinFreedom414 Option C: Married, two kids $50m net worth. Travel anywhere, total freedom. Multiple houses, full dinner dinner, fun holidays. 👋

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Yellow Lab Life Capital@YellowLabLife·14 Mar

@MonsieurBobo It’s the tail risk you drop dead early with a family living here that matters here mate and the inability to estate plan ahead through early giving etc This makes the 30-40 something successful businessperson with a family re-domicile

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Monsieur Bobo@MonsieurBobo·14 Mar

@YellowLabLife How many rich retirees are year-round NYC residents? Most of them have re-domiciled to Florida already. Maybe there are marginal multi-millionaire Manhattan residents of retirement age who would leave because of this, now, but can’t be many of them

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Yellow Lab Life Capital@YellowLabLife·13 Mar

And just like that Greenwich, Connecticut real estate doubled overnight...but the real opportunity was in the "just too far from Metro North" suburbs like Wilton and Ridgefield for Stamford, the new financial center, was quite commutable And Bridgeport started to realize its perpetual potential that it never has touched

*Walter Bloomberg@DeItaone

MAMDANI PROPOSES SLASHING NY ESTATE TAX EXEMPTION TO $750K Zohran Mamdani wants to cut New York’s estate tax exemption from over $7 million to $750,000 and raise the top rate from 16% to 50% to help close a $5.4 billion city budget gap. The plan, part of a memo to state lawmakers, would make New York’s estate tax the lowest exemption in the U.S., far below other states like Oregon ($1 million) or Connecticut ($14 million). Experts warn high estate and income taxes could drive wealthy residents away, reducing revenue. The proposal is unlikely to pass this year, as neither the legislature nor Governor Kathy Hochul included it in their budget plans.

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Tuklasin

@ArrakisGlobal @wolfofwalkerst @stinkendhert @calvinfroedge @tom_woolrych @jclarkson203 @milken_cookies @Pigeonomics