L H Clay

[L H Clay @LargeHadronClay]

@davey_juice If you think tsm has China risk, where do you expect nvdia will produce its chips?

[L H Clay @LargeHadronClay]

@cremieuxrecueil Buy American for procurement is a strategic benefit that doesn’t maximize for efficiency but is still worth keeping…

[L H Clay @LargeHadronClay]

@patientinvestor which article is this from?

[L H Clay @LargeHadronClay]

@jasonschips where do you get 1:9 return?

[L H Clay @LargeHadronClay]

@ConsensusGurus Fifth hammer in LIC is great

[L H Clay @LargeHadronClay]

@long_equity McKesson / Cencora / Cardinal Health - drug distribution

[L H Clay @LargeHadronClay]

@Winterbean84199 @Aella_Girl True American

[L H Clay @LargeHadronClay]

Regardless of your opinion on Musk, this is perhaps not the most nuanced take for Bloomberg to make. There are plenty more recent clips of him praising Chinese automakers.

Agree on second point, though: the US for too long did not take state-sponsored industry-capture as of national import.

[L H Clay @LargeHadronClay]

@covered_call @zerohedge 🥲

[L H Clay @LargeHadronClay]

@tleilax___ I'd hate to be one of the boats behind in the wakes of the others...

[L H Clay @LargeHadronClay]

@heynavtoor /unroll

[L H Clay @LargeHadronClay]

It’s hard to say when the adjusted roic these software companies used to make these companies look reasonable is depreciating more rapidly than previously, and it’s not clear if their customer base is sufficiently sticky in future contract cycles without at least margin impairment. If you have any suggestions…!

[L H Clay @LargeHadronClay]

@leevalueroach @ClarkSquareCap Tokyo deep value, is that you?

[L H Clay @LargeHadronClay]

@auren @mgsiegler Alive and online

[L H Clay @LargeHadronClay]

@blondesnmoney 700k troops in first Iraq war
~200k in second
10k in this? Idk, I think everyone wants to just call it, but unfortunately it’s not entirely up to djt rn

[L H Clay @LargeHadronClay]

@Merridew__ Agx

[L H Clay @LargeHadronClay]

@Bkclaims Do you think $100 barrels are here to stay ?

[L H Clay @LargeHadronClay]

@pmarca A wolf finds a bone saw with dried blood on it. He starts licking the blade, enjoying the taste of blood. He licks harder and faster, not realizing the blood he's now tasting is his.

[L H Clay @LargeHadronClay]

@pmarca I often make blanket categorical statements that appear reasonable based on my own limited experience and because I value my competency (and see it often reciprocally valued) I believe I am justified in doing so

[L H Clay @LargeHadronClay]

Not really, equities are generally valued based on future cash flows. Look at where the futures predict oil prices are in the coming months.

A better way to frame that is that oil prices are going to stay higher than the market anticipated and equity prices will soon reflect that.