SimpleManEco

🌏👀awareness anyone?

[SimpleManEco @awareNOWplease]

@SamKovX Oh, interesting. I imagined you were an Aussie surfer.

[SimpleManEco @awareNOWplease]

@nanalyzetweets @grok is anything “risk free?”

[SimpleManEco @awareNOWplease]

@nanalyzetweets @grok Ok 2.2% is that what you’re getting at? That also implies you trust the CPI numbers there are much better metrics.

[SimpleManEco @awareNOWplease]

@tom_bike The ships that they are letting through in daylight are they Saudi flagged?

[SimpleManEco @awareNOWplease]

@SamKovX Actually, my biggest concern about my current positioning is Saudi Arabia and Iran reconciling. Iran seems reluctant to further attack saudi. OTOH the dispute with Israel is existential.

[SimpleManEco @awareNOWplease]

@SamKovX The price and the cost are two separate things right now

[SimpleManEco @awareNOWplease]

@SamKovX Ural imports not being considered

[SimpleManEco @awareNOWplease]

@DarioCpx You know what that’s a really great question

[SimpleManEco @awareNOWplease]

@calvinfroedge

[SimpleManEco @awareNOWplease]

@fides_capital 100 % support and understand this. Too much stupidity on X. See you on substack.

[SimpleManEco @awareNOWplease]

@SamKovX nice chart thank you

[SimpleManEco @awareNOWplease]

@JoshYoung Bibi won't let him

[SimpleManEco @awareNOWplease]

Oil bears trying to mess with @JoshYoung’s long oil thesis. #bisoninsights

[Jeffrey Gundlach @TruthGundlach]

The chart of the 30 Year UST yield over the past 25 years is must viewing.

[SimpleManEco @awareNOWplease]

@TOzgokmen @SamKovX

[471TO @TOzgokmen]

There is a lot of beating around the bushes, but I do not see any steps being taken to solve the world's real problems today:

Middle East crisis, oil crisis, fuel crisis, Russia war, risk of war in Europe, de-globalization, US attacking all countries like a mad dog, crisis with Canada, wealth concentration, monetary concentration, environmental pollution, debt crisis, insurance crisis, inability of young people to form families due to financial reasons, ability of long people to pay attention in classes, inability to learn, inability to be curios about anything, inability to ask questions, critical thinking, racism, lying media, moral decay,... the list is very long.

Many of these are all NEW.

NONE is getting any better.

[SimpleManEco @awareNOWplease]

@mintzmyer Please consider publishing on Substack