NotKingCoal

How about this side I came across looking up Sibanye's first half results...i think they're talking about SA business climate but it seems incongruous in a corporate slide deck. I guess they're saying wild dogs are about to eat them..?

I liked and bought $JBLU and $ALGT last October on a consumer rebound hypothesis. Unfortunately, looks like Jet Blue has given me the round trip (haha). Still holding. Also still got $GOL after you mentioned it (thanks for that)

3 month bills were under 0.5% for most of the 30s and 40s. 10 year notes were pinned at 2.5% during the war. We are not at war now. What happens if we do go to war with our fiscal house what it is now? Government can't be the entire economy.

Don't have an update but I remember seeing this in 2019 and thinking that's got to revert. I don't think it has yet. anyone have an update?

Way way too heavy guys. Saturdays are for leisure reading

Bought some Friday but honestly was still in the market for more. I did some more DD this weekend, and liked them both but only got a preliminary position going after hours Friday. Great call! Often these types of moves retrace a bit over the next few days - I'll be watching

Scofflaws!

I'm guessing per capita oil consumption went down. Where is hydro in that chart? The grid is around 90% hydro.

Not remembering right. At least oil... here's Brent/WTI over that time. 80s to ~50 late Dec 2018. Not saying the S&P isn't due for a bounce (it is)

I see the same thing you do. $PAA Plains best example. Fundamentals favor its Permian crude infrastructure over the next few years.

Doesn't relative market trend matter? EM flat/down last 15 years whereas in 1994 it had been on a tear... (looks like up 5-6x since 1987)

When I think novellas, I think Conrad. Heart of Darkness is my favorite. The drawings in the Matt Kish edition are mesmerizing...

If you were waiting for a pullback in Brazil, now's a decent time to make that bet. I added $VALE and $PBR Gap filled from November 4 on $EWZ Internal political ructions aside, these are dirt cheap stocks.

I own Calfrac. $4.50 stopped this 3 times post reorg... someone told me something about no such thing as triple tops...