Caleb Davis

Bad money drives out the good... You can't stop the waves, but you can learn to surf

[Caleb Davis @Calb_04]

@EddyElfenbein And somewhere, there’s a guy out there who thinks it’s his thumb between his fingers

[Caleb Davis @Calb_04]

The beauty of grace is that it makes life not fair

[Caleb Davis @Calb_04]

@fasc1nate Cc @RudyHavenstein - still plenty of liquidity

[Chris Carolan $=1/∞ @spiralcal]

Emotional folks get too bullish on neap tides and too bearish on spring tides. Ever thus. VIX prints 28 just 4½ hrs after the eclipse.

pls retweet

[Caleb Davis @Calb_04]

@leevalueroach Not sure if who I think it is, and I don’t subscribe to your newsletter. But a few thoughts come to mind
1.) wouldn’t deteriorating revenue eat away at the cash pile?
2.) If cash pile is further eroded, how does dividend avoid suspension as it is funded via cash burn & not revs?

[Caleb Davis @Calb_04]

@Chris_C_Cady Guess Ed was right

[Caleb Davis @Calb_04]

@Chris_C_Cady ‘Your defense will save you on the days your offense isn’t working’ - Adolph Rupp

Personally, I’ll let Ed tell me what the view looks like from up there

[Caleb Davis @Calb_04]

The world’s oldest rock art discovered in Indonesia - National Geographic https://t.co/9m2gu66mpS

[Caleb Davis @Calb_04]

@kittiecougar99 @trentkelp Email sent, mate

[Caleb Davis @Calb_04]

@harrydunn88 Right on. May I DM? Have a couple questions

[Caleb Davis @Calb_04]

@PD13158196 Did you notice all the upgrades today? Well run biz, but you allude to the objective headwind that comes at an inconvenient time

[Caleb Davis @Calb_04]

@harrydunn88 More of a general question, but do soybeans typically lead the grains in your opinion or more of a crapshoot?

[Caleb Davis @Calb_04]

@SteamroomTrader @WallStJesus

[Caleb Davis @Calb_04]

@spy4lyfe DLTR now also

[Caleb Davis @Calb_04]

@harrydunn88 This was helpful today, coupled with your provided ranges.Thanks for sharing

[Caleb Davis @Calb_04]

@rev_cap How are you involved, if you don’t mind me asking. Don’t have to get too granular, but EPOL is the only familiarity I have. (Am long a basket of EU , Asia & LatAm currently all ETF)

[Caleb Davis @Calb_04]

@MenthorQpro Cc @DavidBCollum

[Caleb Davis @Calb_04]

@omshanti08 @MatthewMarrone1 At the bequest the account holder & in the season of redemption, perhaps a consideration of an olive branch. Your work is 2nd to none and you owe us nothing. Thankful for the alpha you provide. Be well

[Caleb Davis @Calb_04]

@omshanti08 @MatthewMarrone1 Closest I got. Maybe 1 tweet within 2 days good for half the bounty? Thanks for the updates the last few weeks