Grumpy Ol' Menachem 🦉

Forever atop the peak of Mt Stupid ||
Bubba's dad ||
Slow-reader/fast-listener ||
Autist/Artist ||
Cooking/baking/hiking/farming ||
Sleepy but can't sleep

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

Two VERY different phenomena that go by the name "inflation"

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

@mnicoletos and if you ask someone who isnt a closet antisocial, they'll say neither. lawless money is a stupid idea full stop.

[Brian Feroldi @BrianFeroldi]

Stock splits:

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

@resourcetalks @profplum99 Great interview, thanks! Abundance of energy solves so many problems.

The bullish aspect to nuclear power is specifically that, unlike other energy sources, adding meaningful amounts of production is NOT constrained by materials or technology.

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

@KeyPaganRush i guess that's pretty fair 😛

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

long almonds

supply actively being curtailed while demand is not only constructive longer term, but also inelastic

what does that remind you of?

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

@typesfast @mintzmyer @flexport why cant we just build a canal from garabogazkol to bohai bay?

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

@calvinfroedge I need a tldr version of this post

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

like one whole week ago "yields were going to soar because there's nobody to absorb all the issuance" but now yields are down 20% "because the fed is dovish"

as usual, no shortage of 🤡pundits selling narratives AFTER the price action

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

@HorribleDisgust @antonioatanasv

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

Globalization was only possible because the US Navy protected global shipping lanes.

If we don’t respond with force, it will create a massive recalculation in global sourcing.

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

@TinInvestor That's why I sit instead

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

@Ksidiii When voltwit pretends they have a crystal ball because of understanding dealer positioning and delta hedging dynamics, do you really think that means they have any more clue than anyone else when or how fast/severely that positioning will change?

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

@danielcrosby Be patient.

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

@therobotjames And care way less

[Robot James 🤖🏖 @therobotjames]

most of you should have less conviction

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

@cullenroche I have a hammer.

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

@MebFaber Bro who are you talking to? Don't you shill funds that "protect from inflation"

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

maybe YoY energy prices in the face of dramatic production cuts is a big fucking clue?

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

the idea that people are depressed about economic prospects and that's what's causing economic sluggishness is so fucking stupid. HELLO. we've been WAAAAAYYYYYYY below trend for 15+ years and real consumption of MEDIAN consumer has declined significantly in the past three.

[Grumpy Ol' Menachem 🦉 @FarmerMenachem]

stfu about blaming bad attitudes for causing problems. we could be so much farther ahead if we didn't have unbelievably conceited CB and govt asshats pulling the strings.