Daniel

[Daniel @Daniel39023018]

@Zerosumgame33 Why do you think HF Sinclair didn't benefit from all the factors that theoretically will help CLMT?

[Daniel @Daniel39023018]

@Michigan_Value @EyeFarma Had you include 2026 numbers, the chart would look dramatically different. Omitting the most current numbers from the chart is being a little dishonest. For the past 6 months revenues have flatlined and expenses have exploded.

[Leslie Young @AkaLazarus]

If the blinkered pro-Palestine crowd want to talk about ‘genocide’, they should start with Israel’s murdered mothers and mutilated children:

"You want genocide? OK, read the pathologists’ reports. A girl, around five years old, who has been shot through her body from her skull to the soles of her feet. A 12-year-old girl shot in the head and then decapitated. Teenagers who received a video on their phones of their petrified grandmother as she was about to be executed (Hamas got a kick from sharing their work).

Young women at the Nova peace festival, half-naked, strung up from trees the better to defile them. Vaginas rammed with knives and bottles. Twin baby boys, their mother slaughtered in the kitchen fetching milk for them, their father riddled with bullets as he struggled to keep the door of the safe room shut; the orphaned babies used as bait for 14 hours, little Guy and Roi, 10 months old, left to scream so they would lure neighbours to rescue them and those brave souls were then picked off by the terrorists lying in wait. I stood outside that house on Kibbutz Kfar Aza imagining all too well the panic of parents unable to protect their children; the number of bodies recovered was chalked on the wall. Yes, but…

Killing parents in front of their sobbing children, then setting the house on fire so those children are burnt alive and all that remains of that beautiful family is cremated remains. Can we at least agree that goes beyond the bounds of “wrong” to a place we haven’t quite got a name for? “Evil” feels too small a word. For three years, I’ve been struggling to find the words; some way, at least, of expressing what happened. Because I believe it should matter to anyone who cares about our civilisation; make no mistake, the foul fiends responsible will come for us all if we let them.

“They don’t just hate Jews, Allison, they hate freedom. They hate life.” That was Meirav Gonan, who I met in Tel Aviv after her daughter Romi was abducted at the Nova festival (Romi was held hostage for 471 days in Gaza). One thing I do know: the stories of suffering are seared on my soul. Yes, but…

And it was all deliberate, that carnival of cruelty. On October 7, 2023, Hamas did not just seek a military victory over the IDF soldiers at the border posts. They wanted to provoke Israel into a retaliation that would scupper any chance of an imminent peace accord with Saudi Arabia, which would thwart Iran’s ambitions in the region. So they used civilians as playthings to torture, humiliate, defile (even carrying helpful translations to instruct women to undress). Yes, but…

Who can forget one of the defining images of that day’s barbarity? Twenty-two-year-old German-Israeli Shani Louk, her body chucked on the back of a flatbed truck like a sack of potatoes, her leg obscenely twisted at a right angle, one of her murderers casually resting his boot on her naked flank. That beautiful young woman was a trophy of war, her corpse paraded through Gaza to the frenzied delight of the mob. Only a splinter of Shani’s skull was ever recovered. Yes, but…

Shame on every single person who marches on October 7 – they celebrate the suffering of families cremated in their own homes, of Shani Louk paraded as a spoil of war, of a mother murdered when she went to fetch milk for her babies. Roi and Guy, the twins, now four years old, are thriving. The aunt and uncle who adopted them don’t want the boys to be tragic figures. Like their country, they have to be resilient. They love life.

I am not Jewish, but I believe the Jews deserve and need a homeland. I hate their enemies because they are our enemies. So that makes me a Zionist. If you have any sense of where history teaches us, this leads you should be a Zionist too. No more “Yes, buts…”

Today of all days let us stand with our Jewish brothers and sisters."

-Allison Pearson, The Telegraph

[Daniel @Daniel39023018]

@michaeljburry If this is a research study, then the authors believe that what they are claiming is probably false.

[Nick shirley @nickshirleyy]

🚨 Welcome to the $15 billion California High Speed Rail to nowhere:
Since 2008 California has spent $15 billion and has not connected a single city or laid a single track. It is now projected to cost more than $200 billion to finish despite being proved nearly impossible to complete.

In 2008 China also announced a high-speed rail and has now connected the entire country with over 30,000 miles while California has connected 0 miles.

Over $500 million has gone to contractors who could not work, homes are currently being built on the alignment, and farmers will lose their farms. In this video I go down the alignment of the high speed rail exposing the failures and confront the legislators in charge of this absolute disaster of a project.

A prime example of fraud, waste and abuse of the taxpayer dollar.

[Mor Edge Insight @MorEdge_Insight]

Everyone posts the same Bill Clinton clip from Camp David in 2000, and I understand why. It is a clean story and it is easy to share. But then the replies start. “You cannot trust Clinton”. “He is American. He is pro-Israel”. “That is not the full picture”.

Well then here is Hosni Mubarak, the former president of Egypt, sitting in Cairo and talking about something most people on here have never even heard of. The Mena House conference in 1977. Years before Clinton, and years before the 2000 summit everyone argues about.

He says they held a conference there and the Palestinians refused to participate. It wasn’t some complicated diplomatic disagreement. They simply would not even come. He says that every time there was an opportunity they wasted it, and that if they had taken the document that was already on the table and actually negotiated over it, the region would not be in the disaster it is in now.

That document, in his account, included the withdrawal of Israeli forces from the West Bank and Gaza. The argument was not even whether Israel would leave. The argument was who would control security during the transitional period. Jordanian and Palestinian forces? Israeli and Palestinian forces? Other Arab forces? He says the Israelis did not mind negotiating those points.

Egypt signed a peace agreement and was insulted for it.

Then he says the line that should bother people more than any American speech. For fifty years they repeatedly said NO.

They said NO After 1948. They said NO After 1967.

He says they will keep saying no until there is nothing left to bargain over.

This is not an Israeli spokesman and it is not the White House. This is an Egyptian president telling you the walkout did not begin in 2000. It was already a habit long before that.

[Daniel @Daniel39023018]

@farman4x Isn't the -7 solution incorrect. -7 squared is -49. Negative -49 plus negative 7 is -56?

[Daniel @Daniel39023018]

@farman4x 6

[Daniel @Daniel39023018]

@farman4x 96

[Daniel @Daniel39023018]

@Zerosumgame33 What percentage of CLMT's lubricant production is hedged?

[Athena @Athena_Slays]

Friday's 13F filings dropped. The one that stood out:

Ackman built a $2.1B $MSFT position from scratch. Slashed $GOOGL from 6.8M shares to 344K.

His rationale: "M365 is the dominant platform for knowledge work — 450 million workers. Azure is a direct beneficiary of the multi-decade migration to cloud, now accelerated by AI inference."

He bought at 21x forward earnings — in line with the market, well below MSFT's historical average.

If you believe this kind of software rotation has legs, one way to play it: $IGV (iShares Software ETF).

Why IGV:

• Climbed from rank #495 to #77 in our ~500 ETF ranking system in 25 days
• +22.9% off its April low
• $MSFT is 8.3% of the fund
• Other holdings: $ORCL 9.4%, $PANW 6.6%, $CRM 6.1%, $CRWD , $NOW, $ADBE

The stat that sold us: when $SMH (semis) drops >2%, $IGV outperforms 90% of the time. 26 of 29 instances over the past year.

Friday: SMH -3.8%, IGV +1.3%.

Not saying software beats semis. Saying if you're heavy semis and want a hedge that works on the days that hurt - this is it.

[Daniel @Daniel39023018]

@shaskell12 Ha ha. Best racket smash ever!

[Daniel @Daniel39023018]

@EFischberger You can’t believe that Tucker is doing this gratis. Wouldn’t be surprised if the CIA finds a money trail from Iran into Tucker’s bank account.

[Daniel @Daniel39023018]

@Zerosumgame33 A gov't loan is not spending in the strict sense. Just like a bank loan is considered an asset on the balance sheet. It is not an expense.
The value of the loan is expressed as the net present value of the expected proceeds.

[Daniel @Daniel39023018]

@Zerosumgame33 Investor relation told me that their expectations regarding the loan had not changed. They expect to receive funds by the end of January.

[Daniel @Daniel39023018]

What's up with terminal A in SFO? A city with some of the best coffee choices in the world, doesn't have a decent coffee spot in a brand new terminal?

[Daniel @Daniel39023018]

@TigerLineTrades GHSI is liquidating. Estimated assets in liquidation are about $10/share. Why would you buy this?

[Daniel @Daniel39023018]

@wabuffo after tax (not ta)

[Daniel @Daniel39023018]

@wabuffo Not sure I understand the math behind salaries are rising near 6%. Last 12 month salary data is 2.7% higher than 2023. Taxes a bit higher at 2.9%. With inflation near 3%, aren't real after ta wages flat, if not slightly negative?