Brian Bab

just let the music groove ya

[Brian Bab @BrianjBabbage]

@christankerfund Wonder if they’ll distro that out similar to the last sales?

[Brian Bab @BrianjBabbage]

@calvinfroedge Are you saying that for this week?

[Z @ZeeContrarian1]

🚨 Breaking News:
German shipping giant Hapag-Lloyd and the FIMI Fund are acquiring $ZIM for more than $3.5 billion.

[Bloomberg @business]

Benchmark oil tanker earnings climbed to the highest level since the depths of the pandemic as global supply mounts and sanctions bolster demand for untainted vessels https://t.co/yDWk89pksn

[Brian Bab @BrianjBabbage]

@joeriwestland @AndersSjastad INSW for the win

[Brian Bab @BrianjBabbage]

@christankerfund Seems like a very strong charter for an 11 yr old LR2 - one of their oldest.

[Brian Bab @BrianjBabbage]

@christankerfund Andddds it’s gone…

[Brian Bab @BrianjBabbage]

@Wattwurm73 @ed_fin Bugbee?

[Brian Bab @BrianjBabbage]

@christankerfund Totally agree regarding the strategy change - super frustrating. Seems buybacks are only good when Bobby is hammering calls.

Also the DHT buy @ .95 P/NAV when STNG was .60 P/NAV was bananas.

I was just long due to the discount and hoping Bugbee goes the SALT route and sells.

[Brian Bab @BrianjBabbage]

@christankerfund Such a dick haha

I have been long the 9/19 $40s for quite some time and am glad that a good portion of my GTC sells went through today @ $8

I don't even necessarily hate what they're doing (trending toward net debt 0 and becoming a take out target) - but he makes it tough

[Brian Bab @BrianjBabbage]

@christankerfund Was listening on Quartr app so don’t have the exact quote - but I think that’s definitely more their style.

Also hilarious that he’s still basically being a prick on the calls in terms of tone and transparency - but market seems to like the report.

[Brian Bab @BrianjBabbage]

@christankerfund Wonder if anyone has stats on the % of total global ship building capacity that container ship forward orders are eating up?

[Brian Bab @BrianjBabbage]

@BudFox86989 @nerdyJohnConnor @calvinfroedge Again acknowledging the point - you could also just just post the pic below to make the same point.

If you were paid in any hard asset you’d have more purchasing power.

My point is the obvious move is convert cash to assets. Or you can bitch about how it used to be…

[Brian Bab @BrianjBabbage]

@calvinfroedge I understand the general point completely and agree, but objectively (with the benefit of hindsight) the best trade there would have been to:

Get paid in gold coins
Convert to cash
Buy S&P

The value of cash has eroded - the value of all assets have soared as that happened

[Brian Bab @BrianjBabbage]

@Austen @paulg I agree - and I think that memo was a massive service to the country and a wildly courageous move.

Also re-read @paulg piece he referenced and it’s incredible.

PG+Brian and Austen (Sec of Commerce) would be a hell of a ticket next go around

[Brian Bab @BrianjBabbage]

@Austen @paulg Which political party/movement (if any) would you say was/is more associated with what Brian was trying to combat? Any thoughts on how the cultural vibe you reference impacted the last presidential election?

[PiQ @PiQMarkets]

📚 @CMEGroup Education on PiQ Suite 📚

Explore courses to refine your understanding of futures and options products.

Browse self-paced courses and pathways to guide you through your journey into derivatives.

Find out more → https://t.co/HeQZaHGYIE

[Curtis Yarvin @curtis_yarvin]

@paulg That startup conquered the world, but since its initial President for Life died, it’s been on bureaucratic autopilot for 80 years. And now it makes Google look like a lean, mean startup machine.

If you couldn’t trust the schools in the USSR, why can you trust them here?