Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Monaco
Joined September 2013
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Le Shrub🌳 retweeted
AI Slop of Hope - Part II
Warming up for what’s next🌳
shrubstack.com/p/the-ai-slop…
Le Shrub🌳 retweeted
Absolutely evil strike on innocent civilians at the railway station — 4 jet-powered drones hit the platform and trains. A train with evacuees from Zaporizhzhia had just arrived, and people were running to the shelter when the drones hit. Barbaric.
A horrific Russian strike on the railway station in Dnipro. The Russians launched a drone attack on a platform where an ordinary commuter train and a scheduled passenger train were standing. Unfortunately, 13 people have been confirmed killed as of now. My condolences to their families and loved ones. Ten more people were injured. All necessary emergency services are working at the scene.
Just how many terrorist strikes has Russia carried out against our people since sanctions were lifted on certain Russian oligarchs and the Russian energy sector, rather than de-escalating? This is precisely why Ukraine has always said that just and decisive action by America and Europe is needed in response to Russian escalation – sanctions against Moscow and its war machine must not be eased for as long as this Russian war continues. It is time for new, stronger sanctions steps by the EU, the United States, and the G7. I thank everyone who is ready to help in this way.
"It’s a Marathon and a Sprint"
“It’s a Marathon, not a Sprint” is an overused expression in Trading.
In fact, Trading consists of both “Marathons” and “Sprints”...
🌳🙏
shrubstack.com/p/its-a-marat…
Le Shrub🌳 retweeted
Saturday Poll.
The next 100 points for the S&P?
51%UP
49%DOWN
1,835 votes • Final resultsClaudification ™️ is a disease
When you are live on an earnings call and the CEO or CFO pauses for five seconds before answering a question about accounts receivables, you feel something. You cannot explain it cleanly. You just know that pause meant something. Read the transcript two hours later and that pause is gone entirely. The transcript says he answered the question. It does not say he needed five seconds to decide how.
When you visit management in person and the receptionist has been there for twenty-two years, that tells you something. When the parking lot is full at 4pm on a Friday, that tells you something. When the CEO walks you through the factory floor and he has unscripted personal dialogue with the line workers with what looks like genuine respect rather than performed deference, that tells you something significant about how this place operates.
None of that is in the 10-K.
microcapclub.com/the-last-mo…
Le Shrub🌳 retweeted
Energy makes up 3.5% of the S&P 500, yet it's about to pay out 20% of all the cash the index returns to shareholders. And the crowd still won't touch it.
My friend Robert Mullin of Marathon Resource Advisors has been all over this for years, and he walked me through where he's finding the best opportunities right now:
- Why the back end of the oil curve just started moving, and what it says about inventories heading into peak demand season
- The oil service giant hiding a real AI business that could be worth more than the whole company
- Why the AI capex boom looks like a dead ringer for the shale boom
- The Persian Gulf shortage that could hit the food chain within 3 to 6 months
- Where he's buying producers at 2 times cash flow with 10% dividends
I'm long Robert Mullin and short Scam Altman.
Very timely, watch it here:
youtu.be/rgKtKXpCnzI
Le Shrub🌳 retweeted
Following up on the two previous pieces I poster here over the weekend on the French crisis, here is a third piece, published today…
research.gavekal.com/article…
I also discussed the crisis with friend @ErikSTownsend in a soon to be released @MacroVoices podcast episode…
There's finally a cure for getting rugpulled by Scorpions!🤩
What is AI really capable of in bio?
To separate hype from reality, we spent 3 months working firsthand with @AnthropicAI's internal research model to see if it could create an experimental scorpion antivenom.
Introducing Citrini Therapeutics.
citriniresearch.com/p/citrin…
