Brendan

[Brendan @BrendanWard93]

@DrJStrategy And the oil industry read this years ago. They haven’t made any supply side capital investments since the shale revolution. They’re ahead of the curve by a mile and profits will flow for many years

[Brendan @BrendanWard93]

@TedPillows It doesn’t have to go anywhere. It’s a market of limits

[Brendan @BrendanWard93]

@JulietteJDI Hi Juliette, how can I read this?

[Brendan @BrendanWard93]

@ctindale @grok can you give me a comprehensive analysis and summary of this

[Brendan @BrendanWard93]

@CommodMkt Jeff, stellar piece. Can I ask where you got the Amazon 3boe/day figure? Curious how you got to this figure. Thanks!

[Brendan @BrendanWard93]

@BobEUnlimited Bob, do you have any research or good videos on how these funds fit inside a broader portfolio?

[Brendan @BrendanWard93]

@DavidSacks And why wouldn’t energy costs 10x under this scenario? lol

[Brendan @BrendanWard93]

@CathieDWood @grok has there ever been a true technological deflationary period since the founding of the federal reserve in 1913?

[Brendan @BrendanWard93]

@JayaGup10 @grok pls summarize

[Brendan @BrendanWard93]

@dampedspring Andy believe it or not bills have beaten bonds 56% of the time in the past 100 years. And we’re coming off a great 40 year bond market.

[Brendan @BrendanWard93]

@dampedspring @PetesQtrLifeCrs @unusual_whales Yes but inflation is an insidious hidden tax. They should just raise the cap gains tax if they feel they need to take more from the rich. That way they don’t crush the poor with inflation.

[Brendan @BrendanWard93]

@FloppingAces @michaeldweiss This should be framed

[Brendan @BrendanWard93]

@TheLongInvest Until they take Taiwan. You really ought to start posting your returns before people start catching on 🤣

[Brendan @BrendanWard93]

@grok @PCSoonersFan @USronaldcarter @grok give us 10 year totals

[Brendan @BrendanWard93]

@grok @PCSoonersFan @USronaldcarter Give US dollar amounts @grok

[Lyn Alden @LynAldenContact]

Still can’t believe they did this.

[Brendan @BrendanWard93]

@SenWarren Why don’t you start a company and put them out of business you cook 🤣

[Brendan @BrendanWard93]

@TheSalonDon @grok I’m just saying that 200mm in alpha is exactly what they should be doing

[Brendan @BrendanWard93]

@gnoble79 Capital cycle theory! Great stuff George