Church of Baseball. Dad. Musician (New Single: https://teapaw.org/t.co/NA1VRcnNiY). WV Native. Whiskey stan. #Coal. Energy/M&M/Econ
Annapolis, MD
Joined October 2017
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U.S. #coal production was up 5.6% in Q3, but the headline masks big divergences. #CoalTwitter
PRB +17.2%
ILB +6.3%
NAPP -8.7%
Met -6.4%
Low-vol supply disruptions, the Longview fire, and an evolving high-vol A supply picture.
@TheCoalTrader Q3 production report links below:
Quarterly Production Report:
thecoaltrader.com/us-coal-pr…
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Poster child for how money does not correlate with intelligence.
Demonstrably stupid people.
Chamath Palihapitiya admits his blind spot on America's broken two-tier economy
PALIHAPITIYA: "I got it totally totally totally wrong. I got it totally wong."
"I'll go through all the ways in which I got it wrong, but I just want to first acknowledge what my blind spot is. Like most people's blind spots, but I can just speak for myself, it is through the lens of my own lived experience and very narrowly what is in my best interests. And I think what we had was a move away from the culture wars that was very much in my best interest, but I think it was in everybody else's best interests as well. I don't think that was on the ballot. But what I don't think I understood clearly enough, and I think that this election has made extremely clear, is that since COVID, we have moved past political ideology. And I want to say this again: I do not think Democrats or Republicans matter. That is my real takeaway after this election. There is a central block of people that vote the prescient issues of our time."
"It was a gargantuan win for Biden, then it was a gargantuan win for Trump, and then it was a gargantuan win for the Democrats in these midterms. What are these people voting for? I think what they are shouting now—they were trying to signal and now they are shouting—is a broad-based belief that the economy has completely decoupled from reality and is broken. The economic reality in America is broken."
"There is a small percentage of people, the four of us on this pod and all of our friends, who are the asset owners of America. And we have benefited in every weather condition. When rates were zero, we benefited because we were able to build our businesses with very cheap capital. When rates were high, we benefited because we had pricing power. And in every condition in between, whether there were tariffs, whether there were not tariffs, whether there were subsidies, whether there were not subsidies, we've all managed to continue to accumulate and grow assets, but we are few and far between."
"And then there's everybody else who are wage earners, and the structural capacity of the American economy to support and grow wage earners is broken. It's clear. Why do I say that? I do not think, and I disagree with Freeberg, I don't think this has anything to do with socialism. I don't think the far left won particularly more than they were expected. I don't think the far right won particularly more than was expected. This is a complete and total repudiation about the state of the economy. The economy is broken. I have a few charts to support my point of view. Number one, if this was ideological and if ideology mattered, money in politics would have had a more direct impact on the election."
My Dad used to love telling a story about meeting Jay back when he was governor, at some local govt function or fundraiser at Waldomore, the old Goff family mansion behind the Clarksburg library. (A fitting venue for a Rockefeller in WV, if ever there was one.)
As the governor made his rounds, Dad extended his hand.
“Francis Warder. Nice to meet you, Governor.”
Rockefeller smiled. “That's a good name,” alluding to my grandfather (also Francis) who was a prominent local judge.
Dad didn't miss a beat.
“Wanna trade?”
When Jay Rockefeller came to West Virginia back in the early 1960s, we were so excited and starstruck because we knew his incredible family legacy. We knew he could have gone anywhere in the world, but he chose to come to West Virginia, and most importantly, he chose to call West Virginia home. He adopted us and we adopted him as a true West Virginian.
I looked up to Jay as a mentor and as a friend. When I ran for my first full term in the U.S. Senate in 2012, Jay was on the front lines and helped me every step of the way. He showed me how to be an effective U.S. Senator and best represent our state. He couldn’t have been a better mentor or tutor.
We are forever grateful for Jay’s service to our state, his compassion, and his love for the people of West Virginia. He’s helped so many people, and for that, I will forever be grateful.
Please join Gayle and me in praying for his wife, Sharon, his children, grandchildren, and our entire state as we mourn the loss of my friend and a truly legendary West Virginian, John D. Rockefeller IV.
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Tripled position in $METC today sub-$6.
It’s now a core position, average cost of around $6.50 per share.
Price action is so stupid I sold some puts as well so bring it on, shorts.
#CoalTwitter
Been about a decade but I vaguely remember some discussions of how my Republican friends told me that “a Senate majority” during a lame duck Presidency is grounds enough to stonewall any SCOTUS nominees because…
“The American people should have a say”.
LOLOL.
When Justice Antonin Scalia died in 2016, President Obama turned to Garland for what he hoped would be a consensus pick.
But Senate Majority Leader Mitch McConnell denied Garland a hearing or a vote, leaving the nomination hanging for nearly a year. politi.co/35xoo4T
Stop crying you bunch of sissies.
Sack up and buy the dip in COOOOOOOOOOOOOOOOOOOOOAAAAAAAAAAAAAAAALLLLLLLLLLLLLLLLLLL!
#CoalTwitter
“It breaks your heart.
It is designed to break your heart.
The game begins in the spring, when everything else begins again, and it blossoms in the summer, filling the afternoons and evenings, and then as soon as the chill rains come, it stops and leaves you to face the fall alone.
You count on it, rely on it to buffer the passage of time, to keep the memory of sunshine and high skies alive, and then just when the days are all twilight, when you need it most, it stops.”
- A. Bart Giamatti, “The Green Fields of the Mind”
Condolences to my friends in Tampa…but this year the universe needed one for the Ueck.
Spring Training begins in 113 days, 50 minutes, 15 hours and 25 seconds…
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GO TRIBE!!!
THE FIRST EVER WORLD SERIES WALK-OFF BY A TRIBE ALUM WAS GLORIOUS
#RaysUp | @benwilliamson_9
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This is both very funny and deeply sad.
Nicki Minaj Floated As Press Secretary Replacement By White House Staffers tmz.com/2026/10/25/nicki-min…
Almost like labor should matter more than ownership.
Incredible: Aaron Rodgers peels back curtain on NFL. Said a decade ago plan was for a full week of international games. Mentions Dubai as destination. But greedy owners wanted 17th game instead. Would have added extra bye for player health. He also rips owners for being cheap 😂
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