Lazer

Free thinker. Chasing asymmetric payoffs.

[Pierre Poilievre @PierrePoilievre]

You act surprised. We are reaping what you sowed.

This is what happens when a Prime Minister spends 9 years pushing toxic woke identity politics, dividing and subdividing people by race, gender, vaccine status, religion, region, age, wealth, etc.

On top of driving people apart, you systematically break what used to bring us together, saying Canada is a “post-national state” with “no core identity.”

You erased our veterans and military, the Famous Five and even Terry Fox from our passport to replace them with meaningless squirrels, snowflakes and a drawing of yourself swimming as a boy.

You opened the borders to terrorists and lawbreakers and called anyone who questioned it racist.

You send out your MPs to say one thing in a mosque and the opposite in a synagogue, one thing in a mandir and the opposite in a gurdwara.

You have made Canada a playground for foreign interference. You allowed Iran’s IRGC terrorists to legally operate here for four years after they murdered 55 of our citizens in a major unprovoked attack.

You passed laws that release rampant offenders from prison within hours of their 80th arrest.

And what is the result? Assassinations on Canadian soil, firebombings of synagogues, extremist violence against mandirs and gurdwaras, over 100 churches burned or vandalized (with barely any condemnation from you), all for a total 251% more hate crime.

And, while you were dancing, Montreal was burning.

We won’t let you divide us anymore. Call an election now.

We will fire you and reclaim our citizenship, our values, our lives, our freedom and, most of all, our country.

[Son of a Bichon (Humility and Gratitude + TRT) @BichonRedux]

Live look at me following @calvinfroedge into a trade

[Lazer @lazerbeam996]

@ecommerceshares Great thread, thanks for sharing. Do you know of any good CAD-denominated equivalent ETFs with liquidity? I'm based in Canada, and don't want exposure to the currency risk.

[Kuppy @hkuppy]

Trying something new with a special guest posting. Track down your copy of https://t.co/96H0QQ5U8Q today…

[Bvddy @BvddyCorleone]

Tobacco is a stellar business. Ultimate pricing power. Lindy product that generates demand for itself, like cocaine-infused Coca Cola. Gross Margins better than SaaS, that actually flow to bottom line. Only reason these trade for <10x EBITDA is universally-feared topline decline.

[Kuppy @hkuppy]

My buddy ⁦@joshyoung⁩ keeps crushing it. Energy is gonna be volatile, but big respect for anyone who’s this far ahead of the benchmark $XOP. Solid work!!

[Bvddy @BvddyCorleone]

Thread of some of my favourite little pearls of investing wisdom:

[Bvddy @BvddyCorleone]

Of all the systemic risks lurking out there, the broken U.S. state defined-benefit pension system stands out to me as a big one.

It’s a mess. It’s in shambles. It’s poorly understood. And it doesn’t get nearly enough attention…1/n

[Bvddy @BvddyCorleone]

On correlations going to 1:

Before March 2020 (the month the Fed declared the UST market had “ceased to function effectively”), there was not a single day in history which both $SPY and $TLT were down 2.5% or more.

Since then, we’ve had 4 such days. Today is one of them.

[Bvddy @BvddyCorleone]

Justin Trudeau, 2015:

“Safe, adequate, and affordable housing is essential to building strong families, strong communities, and a strong economy. We have a plan to make housing more affordable for those who need it most.” 🤡

[Elon Musk @elonmusk]

@TheRealKeean It’s not my money

[Lazer @lazerbeam996]

@TorontoStar honk honk

[Lazer @lazerbeam996]

@DustinJohan

[Lazer @lazerbeam996]

@disclosetv

[Bison Insights @BisonInsights]

On buying the oil dip. While many are calling for the end of the oil and gas bull market, or attempting to time the market, we embrace this volatility and continue to buy discounted shares. A thread 🧵

[Bison Insights @BisonInsights]

Here is our initial white paper from September "the Myth of OPEC+ Spare Capacity" - released at a time when consensus, including JP Morgan's view, was that OPEC+ had the spare capacity they claimed https://t.co/QcUfMoLZpK

[Christine Guerrero @SheDrills]

Just opened @BisonInterests newsletter...UP 355% YTD!!! Whoever imagined that an #oilandgas fund would ever run circles around @CathieDWood!!! Well done @joshyoung, much respect & thank you for all the knowledge shares. #EFT #OOTT $XLE $XOP #OIH

[Michael Krieger @LibertyBlitz]

If you’ve been in favor of vaccine mandates/passports, I will never, ever trust you again in any capacity for as long as I live.

[Lazer @lazerbeam996]

@joshyoung

[Josh Young @JoshYoung]

We're continuing to see validation of our work on OPEC+ spare capacity. Here is a table of OPEC+ production compliance vs quotas, by country #oil #opec @BisonInterests https://t.co/qL9TFz1PXA