Posts
Auto executives are hoping for the best and planning for the worst in 2026
Meth at $90 is a great buying opportunity imo
Everyone’s screaming that meth is “dangerous,” and “destroys lives,” which is exactly what they say. Classic fear driven narrative pushed by people with “concerns” and “basic survival instincts.” Zoom out. Meth has brand recognition, media coverage, and a user base (sometimes literally). You don’t need fundamentals when you have the …
Japan PM vows to act against speculative market moves after yen spike
Translation: Japan PM does not like market reaction to Japan's money printer go brrrr move... Print money and your currency will be devalued accordingly, if we get this then why do these highly educated morons don't?
Trump threatens to impose 100% tariff if Canada makes deal with China
\-3% day for Monday, pretty sure insiders bought 0DTE puts on Friday. I really wish that the market would tank by 50% to punish this daily insider trading on mood swings of one man.
Saudi stock exchange (Tadawul) is opening up to all foreigners feb 1st
Hello fellow regards, I thought this would interest you. Well the story is exactly as the title, the Saudi Stock Exchange is opening up to all foreign investors, including private investors (a.k.a. WSB monkeys). The planning is feb 1st, so my question to all of yous is, is anyone already …
Impinj DD - RAIN RFID for consumers?
I own 3,011 shares of Impinj. Impinj manufactures UHF (RAIN) RFID tag integrated circuits (ICs). They sell more than about 15 billion per year. Impinj might sell a tag IC for $0.005-$0.02. Impinj sells the tag ICs to inlay manufacturers like Avery Denison and others. Inlay manufacturers sell inlays (tag …
Impinj DD - RAIN RFID heading towards consumers?
lengthy tldr near bottom. Disclosure: I own a few thousand shares of Impinj. Impinj manufactures UHF (RAIN) RFID tag integrated circuits (ICs). They sell more than about 15 billion per year. Impinj might sell a tag IC for $0.005-$0.02. Impinj sells the tag ICs to inlay manufacturers like Avery Denison …
Sweden's Largest Pension Fund Dumps $8.8B in US Bonds
US to invest $1.6bn into USA rare earths group (USAR) in bid to shore up key minerals
The Trump administration is planning to inject $1.6bn into an American rare earths company, its biggest investment in the sector, in Washington’s latest foray into private industry to shore up supplies of key minerals. The US government will receive a 10 per cent stake in USA Rare Earth, a publicly …
Permian Resources ($PR): The "Grown-Up" Delaware Basin Play (Landman Perspective)
**Full Disclosure:** I am a landman and have worked with Permian Resources on a contract basis in the past. While this has allowed me to peek under the hood, nothing contained below is privileged information. I just like the stock, the rock, and the management. Permian Resources has differentiated itself …