LibertarianX.

Economía e inversión.

[LibertarianX. @Evian105]

@dantelriv Dani, enhorabuena por el gran podcast y la claridad en la tesis de Newcap en Value Investing.
Que opinas de la subida reciente? Puede haber estado motivada por el propio podcast y retail entrando un poco fiándose de tu criterio?

Gracias de antemano

[Outlier Capital @outlierrcapital]

I noticed 10% of $CVNA is owned by an entity called CVAN Holdings, LLC. Which is entirely made up of the $CVNA shares

I was curious who owns the entity and low and behold, it's Mark Walter. CEO of Guggenheim Partners.

Searched his name up and saw this beautiful news today. Pretty on brand for $CVNA

[LK Preserve @LKPreserve]

@avabmorrison @zachmider @business Mark Walters controls CVAN holdings, subsidiary of Delaware Life Insurance
CVAN is a large holder in Carvana $CVNA
Although Carvana doesn’t disclose some investors question if the insurer buys loans from Carvana
CVNA down 5%

[The Minotaur @MinotaurStocks]

The web of parties with a financial interest in $CVNA's capital structure had ample reason to help pump the stock through sweetheart private pool loan purchases. Once phones start getting seized though we imagine the appetite to keep playing games dies quickly.

[LibertarianX. @Evian105]

@Ciriaco_SPQR De todo lo que podías decir centrándote en España. Decides hacer ese comentario de Argentina.

[LibertarianX. @Evian105]

@albertrjf Aegnico, franco nevada, OR?
Personalmente los rollaltys me parecen un modelo muy interesante.

Gracias de un sub del reserach

[LibertarianX. @Evian105]

@ElCapiMomentum @BellinghamJude Que turras estás. Encima comentarios cuñados, sin aportar valor y con doble dosis de forofismo.

Ya momentum perdió mucho (básicamente desde que se fue Raúl) pero es que ahora leerte estas chorradas... No queda otra unfollow y a leer a gente más interesante

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Strategic Petroleum Reserve (SPR) fell -5.5 million barrels last week, to 326 million barrels, the lowest since May 1983.

This marks the 13th consecutive weekly decline, the longest streak since the 2021-2023 period, per Zerohedge.

Over this time period, US oil reserves in the SPR have fallen -89 million barrels.

This represents 51.7% of the planned 172 million barrels to be released under a relief program coordinated by the IEA to lower energy costs.

By comparison, the US added +69 million barrels of oil to the SPR between July 2023 and March 2026.

US oil reserves are being depleted at a historic pace.

[The Minotaur @MinotaurStocks]

$CVNA securities litigation suit not settling (no surprise). This case is a ticking time bomb of liability potentially in the billions that neither analysts nor the company want to acknowledge, but when it gets real it will get real fast.

[LibertarianX. @Evian105]

@idafegonzalez Para nada. Keep pushing.

Es divertido.

Como cuando te haces el Musk "duermo en la oficina y soy autista me da igual la gente"
O imitas a Emerito Quintana en X.

Es como ver a los adolescentes que sacan biceps cuando pasa la chica que les gusta.

Es tierno y divertido.

[Sean Paul Kelley @seanpaulkelley]

US Crude Volume Lacks Capacity to Refill Cushing’s ‘Tank Bottoms’

The US produces 13.5mln barrels a day. It consumes 20mln a day.

It’s been drawing down reserves, including the SPR, to the tune of 14mln barrels a day to export.

At present only 7 tankers have left the Persian Gulf and they will be at sea for a month. Also, they aren’t coming to the US.

Do the math.

There is no way US crude production can provide the supply.

Demand destruction is coming soon.
@KidNate @iwelsh @Known__Unknowns @Grimeandreason @DarioCpx @ripplebrain @MarvClowder @EPHaury @BobThom23923239

[Disclosure Insight® @direports]

New report we posted today - DI Alert: Carvana and the SEC’s Complex Financial Instruments Unit $CVNA https://t.co/STXcqrPV65

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran says the US has agreed to pay $300 billion in reconstruction funds directly to Iran as part of the deal Pakistan announced, alongside the release of $24 billion in frozen funds with $12 billion released before negotiations even start, per Mehr News.

This directly contradicts Trump's & Vance's claim that no funds will be transferred to Iran at all.

If Trump denies this is true, there never was a deal. If Trump confirms, the US has fully capitulated to Iran's demands.

[Bluechip @blue_chip1]

BTIG Upgrades Junkana $CVNA after visiting a car repair center 🤡🤡🤡

The money is not made on cleaning cars more efficiently!!

[The Minotaur @MinotaurStocks]

The carefully-titrated $CVNA “FP&A growth algorithm” capable of printing 40% unit growth and fat GoS margins in perpetuity looks to be glitching out per 3P data and 2026 P-2 economics.

[HFI Research @HFI_Research]

OPEC + Middle East crude exports are down 10.75 million b/d y-o-y.

US + Russia + Venezuela + Brazil crude exports are up 3.8 million b/d y-o-y.

Net: -6.95 million b/d

China reduced crude imports in May by 3.349 million b/d y-o-y. 1.3 million b/d was SPR build y-o-y, so net draw on crude inventory was ~2 million b/d, or 60 million bbls a month.

South Korea is importing 0.546 million b/d lower y-o-y, or a draw of ~16 million bbls a month.

Japan is importing 0.621 million b/d lower y-o-y, or a draw of ~18.6 million bbls a month.

By the end of June, excess crude exports from the US will go away. SPR release of 1.3 million b/d will go entirely into exports, so the US will still sustain 4.6-4.7 million b/d, but this will increase the net deficit to ~8 million b/d.

Once the excess onshore crude storage is drained, each marginal barrel of demand from the Asian countries post SPR will fuel buying in the physical market. Japan and Korea may have secured barrels for June and July, but June’s trading cycle for August starts next week.

Only time will tell how adequate they feel about storage.

⌛️

[LibertarianX. @Evian105]

@unusual_whales $CVNA

[unusual_whales @unusual_whales]

5.6% of auto loan balances are now 90+ days delinquent, the highest level on record, per NY Fed

[zerohedge @zerohedge]

Continued massive Strategic Petroleum Reserve draws: 9.1 million barrels last week, almost 33 million barrels drained in the past month.