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Madinina
Joined March 2016
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1/20 PROVING THAT BITCOIN IS A LIQUIDITY DECOY WITH SIMPLE DIFF EQUATIONS.
“HODL” on to your socks. (a bit technical)
ALSO The Fed is semi-lying, in fact, about “We would lose control of interest rates without IOR.”
docs.google.com/document/d/1…
I live in Brazil and have made ZERO election-related market recommendations.
Bolsonaro is an absolute idiot.
Any normal boss or business owner would find it utterly disgusting to mock a worker for losing a finger on the job in a factory.
Coming from a daddy’s boy who has never worked outside politics? Oh, my... 🤦♂️
SUNDAY THOUGHT 🤔
If $TSLA's results*** were as good as Musk's ability to generate narratives or controversy, I would probably be long the stock.
DISCLOSURE:
I am short.
*** (battery tech vs competition , pricing of cars, powerwall pricing, bi-directional inverters, capital intensitivity of charging network, ability to buy and sell power back to the grid)
Geoffrey Fouvry retweeted
Welcome to Europe:
Diesel € 2,79/liter
Gas € 2,65/liter
ELEKTRO € 0,56/kWh
photo: @RoamingNorway
#alwaysbetotem
Some forms of ground transportation are fighting for survival in Europe but they will be wiped off 😊
SO? Bomb diesel refineries deep in Siberia today. 🤷♂️
Geoffrey Fouvry retweeted
The world is getting more of its electricity from renewables but less from nuclear power.
If the world is to reduce its carbon emissions and tackle climate change, it needs to move away from fossil fuels to low-carbon power.
There are two key sources of low-carbon electricity: renewables — which include solar, wind, hydropower and others — and nuclear power.
While rapid growth in solar and wind has increased the amount of electricity coming from renewables, a lack of enthusiasm for nuclear means it’s playing a shrinking role in the global mix.
In the chart, you can see the share of global electricity coming from fossil fuels, renewables, and nuclear since 1985. Since 2000, nuclear and renewables have followed very different trajectories. Back then, both accounted for a similar share of global electricity. But in 2025, renewables made up more than three times as much: 34% compared to 9%.
The total amount of electricity produced by nuclear plants is about the same as it was two decades ago. But because the world produces much more electricity overall, its share of the electricity mix has declined.
(written by @_HannahRitchie and @parriagadap)
#Silver
Actually some people are happy buyers on Silver and after 1 short at 115 early this year and 2 puke-bounce chasing on the long side, maybe, maybe this time some real long position since pfff... quarters! 😋
Correction in the 1972-1974 prior external drain of FX as reserves was 44%.
Then trapped for 18 months. We are likely to see a trap period until the Fed is forced to capitulate if no austerity comes.
If austerity comes? Get out or reverse.
The problem of value investing dying is actually not that new.
In large money printing episodes to cover Gov insolvencies you have that situation. It happened with the French and UK insolvency in 1720 with the Mississippi bubble and South Sea Bubble.
Shortly after the Napoleonic wars the UK funded the fictitious country of Poyas, during the Civil war, a venture to dry the Red Sea and find the Gold of the Hebrews who walked at the bottom of the Sea with Moses miracle got funding.
I have the archives. We have had plenty of DogWithHat, crypto-craps,BTC what have you. The currency falls versus the precious metals each time.
We also got a fililng for a large bonus to be paid to Elon Musk "when" there will be a 1 million people city colony on Mars; sounds a bit poyais-esque/ Mississippi Company-esque to me, but what do I know about capital markets history ? 😌
RINSE / REPEAT
David Einhorn explains why the value investing industry has been defeated, and walks through how it leaves Greenlight as a "dinosaur"
“The market structure has changed, and there has been what I consider to be a broken market, or the value investing industry, I think, is defeated, so to speak."
"It used to be that most money was invested by these long-only investors, these big mutual funds and stuff like that."
"And they had money coming in every day, and they were getting nice fees on all of that money, and they had large research teams, and they would sit around following all of the companies with teams of analysts and they would say this company we think is undervalued by 30% and it might be a growth stock or a value stock or Magnificent Seven or otherwise, but they would say I think this is undervalued by 30% and if I buy it and I hold it I’ll make the S&P plus 30."
"Now as we’ve moved to passive they’ve lost their customers and the remaining customers are paying them lower fees and they have reduced their research staffs and they don’t have new money coming in to make new investments in any case."
"But the market is now dominated by passives, index funds, which buy what everyone else has already decided things are worth, or algorithms, which are basically trying to figure out what is everybody else doing and how do I front run that, or retail, which is buying things because they think it’s cool or they think it’s going up."
"And so most of the investing these days is no longer done by people who are buying something because they think it’s worth more. They have opinions about price, like what is the price going to be tomorrow. And so the result is most trading that is going on right now has nothing to do with value."
"So it leaves us sort of as a dinosaur. We’re one of the remaining few people left who are looking at things on a traditional basis.”
Actually SpaceX advertized a large bonus for Elon Musk "when" there will be a 1 million people city on Mars and got a massive valuation with that S-1 filing crap. That reminds a bit of Poyais quite frankly.
