Nick DuCate
@Nick_duCat“Others have seen what is and asked why. I have seen what could be and asked why not.” ~ Pablo Picasso Walk gently in the lives of others.
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You can only wonder what the thinking behind this is......
$Oil sells off on Ukrainian attack on Russian $Oil depot. $Gold sells off on threat of nuclear war. DOW up 500 points.
Good thing there isn't a bubble in equities or anything....
US equities saw the largest three-month inflows since 2021 and in November potentially the largest monthly additions on record
Remember when $15 billion would have been considered a lot of money?
By the end of 2023, Northvolt had secured about $15 billion in debt, equity and grants “The founders had no experience of building a process industry and they didn’t want to start with a small scale” wsj.com/business/this-…
The founding fathers were way smarter than our current crop of politicians.....
I am starting to think our fore founders were onto something
"Kazakhstan announces its readiness to transport 10 billion cubic meters of Russian gas to China through its territory in exchange for obtaining a special price for the local market" for the lazy among you.....
Remember when we thought the Germans were the 'smart' Europeans?
Warning for 🇩🇪 >> ⚛️"The head of the atomic energy authority speaks plainly: Germany can no longer shut itself off from nuclear power. Without the right weather, Germany has one of the dirtiest electricity mixes in Europe. A realignment of energy policy is necessary. The…
"How dare you blame us for our bad policy decisions, this is clearly all Trump's fault"
Highly partisan economist blames an incoming administration for issues largely brought on by Yellen....
Europe thought two mild winters meant that winter was cancelled. Wrong, oh so wrong....
Josh warning on market concentration. Cue the "this time is different" posts.... Narrator: This time is never different
US stock market concentration hit record high in 2024
Sigh..... one day, not today, maybe not tomorrow, but one day......
Have small cap energy stocks ever been more out of favor, outside of a crash like 2020 or 2008?
Happy Monday! "Let it go. Never ruin a good day by thinking about a bad yesterday."
Traders & markets will ignore anything that might upset their 'party' in the hope that it will just go away. Hope is a wonderful thing, but it is a poor investment strategy....
So... media reports tell us that Iran is preparing to retaliate against Israel, and oil prices decline below $75. Traders are ignoring what is exactly?
Oil & gas CEOs: Yes, we're losing money on a BOE basis, but we'll make it up on volume..... 🤷
"Who is surprised?" Politicians and hedge funds.
Who is surprised? "But over the past two years VW-backed Northvolt has seen a dramatic change in fortunes. And now the company has filed for Chapter 11 bankruptcy protection in the US, seeking to restructure its financial obligations."
I’m closely affiliated with this organization. If anyone is interested in being a part of a this worthy cause please let me know. The 2024 Viking Elves operation is underway! Over 125 families and 300+ kids to be a secret Santa for! projects.propublica.org/nonprofits/org…
Let's go back to pre-2016 America where people could agree to disagree and still be civil to each other, let's make kindness cool again.....
While "popular" on social media and college campuses, bigoted extremism is un-American. The incoming Trump administration is already talking the talk on making America sane again. Let's see if they follow through.
Europe's woes continue......
⚠️GERMANY'S AND FRANCE'S MANUFACTURING IS IN A RECESSION⚠️ Germany's manufacturing PMI has shrunk for 29 months now, the longest streak on record. France's manufacturing has contracted for 21 months straight, the longest streak since 2014. European industry is struggling.
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Who to follow
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Amrita Sen
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Josh Young
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KramerKarma
@KramerKarma1 -
Special Situations 🌐 Research Newsletter (Jay)
@SpecialSitsNews -
William Lacey
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ILLINI (“IL eye nye”)
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EnergyInvestor
@EnergyInvest0r -
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contrarian 8888
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RobSantu
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@Rory_Johnston
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