Didn‘t go to Harvard Business School - I went to markets instead. We all..should put our big boy pants on - And short #VIX’18 again, worked great last time. F24
You could literally just fly to Zurich, grab a Kaffee und Gipfeli with a 63 year old Heizungsbauer in Winterthur, close your first acquisition over Kalbsfilet at the Kronenhalle, roll up 40 certified HVAC operators across DACH, ride the EU boiler phase-out like a regulatory escalator, build a recurring maintenance book worth 10x, sell to Brookfield at 14x EBITDA tax-free, park the HoldCo in Zug at 11.9%, and spend your summers in Ascona with a blonde who reads Hesse and Jünger.
- but you will not.
I think Cassandras aren’t very useful for the public space.
What use is there when no one listens to them, which is part of the definition.
Are they there for “i told you so” only?
I hope the trump phenomenon doesn’t live on i any kind of form. How shall you tell anyone to be decent with such a guys as president?
Not just him, his family, the grift, the blink of an eye step changes and attacks on other countries.
I was a firm believer in less wars.
Food, nuclear, pharma, data centres.
India’s four biggest growth bets are all water-intensive, being built in states that are already running out of it. The resource isn’t priced. The metering is just starting.
Somewhere in that gap is a company worth building…
No matter how long i am doing this “job” i don’t get why things slow down in summer. I just don’t get it, as if capital markets need an understaffed vacation time. Reduced vol is theft.
@calvinfroedge I think many fundamental oil analysts should quit their job now and become technical oil price analysts. According to the loud ones all the fundamentals/flows/storage do not matter anymore so why analyze them ever again and not just look at price momentum
Better: https://t.co/0IUgwoSaVU
And the most negative it was this year: -9.75$
Two Pipelines are getting ready for operation in the last half of 2026 (ironically it might lift prices, because it incentives less selling for cheap/negative)
While still intrested in the oil/gasoline trade (as an observer for now & short heating oil) i am very very curious about the direction nat. gas is heading.
Nat gas was priced - at the taxas mega hub (waha) - negative in the hot conflict for a while. Prices been -0.30$ at the