Brick Capital

everything is awesome.
Bayesian.
Math/Eco/Fin/Crypto

[Brick Capital @BrickFin]

@Brad_Setser Great post, i would guess that a weak won only starts to be bad now with oil @100, but beneficial for non chip exports when tariffs were around. How is it going on that front?

[Brick Capital @BrickFin]

@snmart You must really know something that management does not, because they are selling

[Brick Capital @BrickFin]

“‘This time it’s different’ are the four most expensive words in the English language.”
Sir John Templeton

Excellent take from Chancellor & Grantham as always.
Good to read as I am looking for the dip.
https://t.co/PGqvs2CE3Q

[Brick Capital @BrickFin]

@HyperTechInvest Iren secures energy needs for its DCs. NBIS sec.. oh wait!

[Brick Capital @BrickFin]

@sdav1986 when you are 50% down, you avoid telling your wife. When professional investors are down 10%, they lose their job. That’s the difference.

[Brick Capital @BrickFin]

@AndreasSteno Nobody gives attention to the matter anymore

[Brick Capital @BrickFin]

@Akiratos_ The generation that destroyed the country is the one with the mic behind the camera, now on https://t.co/ZOowGpq5ru παπαγάλε

[Brick Capital @BrickFin]

@AndreasSteno Shipping industry is too opaque to decompose by flags and interests, different flags within the 2 groups you suggest are usually owned by the same people.
Question is not if/when the shortage will be filled but at what price levels.

[Brick Capital @BrickFin]

@jeremie0117 An economy with 4mln bpd exporting 50% at this environment is only beautiful.

It will only get prettier when the western govs start to intervene in their producers’ operations with price caps etc.

[Brick Capital @BrickFin]

@Akiratos_ Αν δεν ειχα διαβάσει τη πίπα description σου, θα νόμιζα ότι υμνείς το βόδι. Δεν είσαι καλός στην δουλειά σου μπρο.

[Brick Capital @BrickFin]

@PedderSophie Thanks, the only part worth of the economist is the cover. Nobody (outside corps) would pay 15 eu for your childish ai gen propaganda, edited by college delirics.

[Brick Capital @BrickFin]

@clashreport Wow reverse indicator.

[Brick Capital @BrickFin]

@rvm0n_ @eurofounder The only salaries in Europe that can compete to us are these of civil servants, there a gazillion allowances and tax benefits that outsiders do not see.

[Brick Capital @BrickFin]

@Credit_Junk @Go_Rozen It is either that or israel pushed for it. I cannot explain though why djt would jeopardize the midterms with rising inflation.
Not sure how successful it is, because CN is electrified enough with coal not running in full capacity and looks like Asian allies will be hurt more.

[Brick Capital @BrickFin]

@_DannyKnowles @LukeGromen @LukeGromen to me it looks like it follows Nasdaq more. Better than expected indeed, but the same view I hold for Nasdaq

[Brick Capital @BrickFin]

@Credit_Junk No fully agree, just summarising and carry= storage, easier for people to think around it and why contango can be a bearish sign: ample supply in inventories, storage is full>storage cost high> future price is upward sloping.

[Brick Capital @BrickFin]

@Credit_Junk future price = spot + cost of storage + cost of capital.

[Brick Capital @BrickFin]

@robin_j_brooks @staunovo Germany tried to build a fleet, failed miserably, sold to Greeks at a loss and then Greeks made bank.

Since then, you constantly hate and lobby against them.

As Prokopiou said, you are better off investing in Treasuries.

[Brick Capital @BrickFin]

@Lux_is_Back Όταν σου μπει κανένας γείτονας όπως στην Ουκρανία, να δούμε αν θα σε βοηθήσει ο ΣάντσεΘ.

[Brick Capital @BrickFin]

@Citrini7 Treasury is basically a hedgefund at this point, trading liquidity with the fed, pe & public stakes, pc and now setting up a commodity pod as well