william

pretty pretty good

[william @DeKeyserling]

@TwinTurboCe1ica Thank you, bought a lot last week

[william @DeKeyserling]

TTF Price new 52w high, bodes well for thermal coal prices. EU and Asia start competing now for Atlantic basin LNG supply. Newcastle and Richard bay coal will move similar with a lag

[william @DeKeyserling]

@KNLCBD @BurggrabenH @threadreaderapp Do you see a chance of 2022 replay?

[william @DeKeyserling]

@LukeyTrags @LambDownUnder It’s about time to call the bank and get a second mortgage on the house but do you really think it’s 2022 redux? Russian pipeline gas was 45% of EU supplies, while Qatar is only 20 % globally. I think we will go higher but I can’t imagine TTF above 200 again

[william @DeKeyserling]

@LukeyTrags Thank you. Seems you Aussies don’t like South African miners, but I increased my $TGA.L position in size

[william @DeKeyserling]

@mfwarder Only Met coal or do you still believe in thermal as well?

[william @DeKeyserling]

@KapulskyMa17788 @seethetrees1 @GavMcCracken What going on there with Elliott and $bak?

[william @DeKeyserling]

@TheApeOfGoldST Gold bottom somewhere around 3400

[william @DeKeyserling]

@Rav1shing1 @BULLReturns https://t.co/UHcWnCvGPq this one?

[CK Capital @CKCapitalxx]

Bullish.

This is around 70% upside here for $EOS.AX

[william @DeKeyserling]

@PolemicTMM I doubt that Norway will leave any oil to UK, they will suck the North Sea dry and sell it to you

[william @DeKeyserling]

@Vmaxpax @TheObserverCap Do you have a link? I am very bullish and bought more the past week. Some bearish analysis would be healthy to balance the mind

[william @DeKeyserling]

$tga.l

[Sxcoal @sxcoal]

China Coal Energy Co., Ltd. expects portside thermal coal prices to remain elevated in June, driven by tight supply, rising demand from non-power sectors and the approaching summer peak season.

More: https://t.co/ZfdpWCYsdb

#ThermalCoal #CoalPrice #ChinaCoal

[william @DeKeyserling]

@Stockspy1 thanks man!

[william @DeKeyserling]

@Stockspy1 i am intrigued, seems counter-intuitive to me when energy prices fall but i love these setups as a perma-contrarian. Do you mind to elaborate?

[Olivier (Emerging Value) @ReturnsJourney]

The boomers capturing a country's real estate wealth is a main cause of low fertility. Here's my hypothesis. In the 60's and 50's, there are low regulations on housing and we are building massively: housing is cheap.

90-2010's: the old generation from the baby boom starts coming into power and regulates housing to the death, in a typical Nimby attitude.
Doing so, they are gatekeeping the real estate wealth for themselves and against the new generations.

To confirm the thesis, I wanted to plot fertility rate versus new construction. But because new construction can be impacted by the demand (and by fertility rates), I
asked claude to plot the fertility rate against the "Difficulty to create new construction".

Claude found an index "World Bank "Dealing with Construction Permits" score, 2020" from the ease of doing business index.

For Europe, there is a perfect regulation.
Let companies build housing without wealth capture regulations aimed to keep the price or property high, and the fertility rate should increase.

[william @DeKeyserling]

@OluwaHefner @Dexerto besides from the running this is a modest workout, 5 sets of 20 reps each takes max 30-40 minutes per day. the running is crazy though, kills your knees and joints.

[@levelsio @levelsio]

Another thing I learnt is

I always hated tourist areas for good reason, especially after living in Amsterdam for almost a decade as a Dutch person and we'd generally avoid the center because it was such a tourist dump, and very few things that the foreigners there did had much to do with the things we as Dutch people did which presumably is what they came here for, Dutch culture right?

Realizing that's the same in most countries I liked to travel and try find the somewhat local areas outside the tourist zones, I just wanted to live like a local (as pretentious as that sounds) 10 years ago that was fun and I still try to!

What I never realized that yes the tourist areas are a net negative and as you see in the Europe of 2026, they easily turn into unliveable areas of criminals, junkies, drug cartels and generally low-lifes you don't wanna be near

Why? Because if a neighborhood slowly becomes only tourists and not locals, the businesses change to only cater for tourists, the quality goes down because tourists are transient and businesses won't care if their customers have a bad experience, they have a fresh supply of tourists on Thursday and Friday they can rip off

Essentially the soul of a city dies in tourist districts, and with it any care and love to maintain the area's upkeep, and then you get shady people setting up shop there

It's a rotten ecosystem of tourists who think they are experiencing something local while not and the lowest tier bottom feeders of society preying on them to make money by ripping them off or as you see now just robbing them, it's a net negative

A good neighborhood is a healthy mix of majority locals, some foreigners and some tourists, once that % goes off balance, things go to shit fast as you can see in parts of Barcelona and other European cities

How to enforce that though I am not sure either

One thing I know is that the hipster (I guess now called trendy/artsy/cool, yellow on Hoodmaps) areas are usually a nice balance of that and are nice to live to for both locals, foreigners and fun to visit for tourists