CHAT CONTROL IS COMING
Even though most Members of the European Parliament have voted to REJECT Chat Control, we have not been able to reach the absolute majority that was needed (361 Members).
This is a sad day for Europeans.
Otra empapelada que era fácil de ver @LocosWallStreet “research”. Dale baja de paternidad Antonio, que rige menos de lo (poco) habitual con tanto pañal y biberón y no dormir.
A estas alturas debería quedar claro que ha habido:
•Cero autocrítica
•Cero gestión del riesgo
•Cero comprensión de la situación
Tener un 8% del fondo concentrado en una microcap ilíquida, en fase de desarrollo y con un riesgo regulatorio evidente, y acabar vendiendo tras una caída del 65% en un solo día, después de haber insistido reiteradamente en la tesis, es una muestra clara de mala gestión. Que se haya vendido la posición en ganancias no ha evitado que un ~5% del fondo se haya evaporado de golpe.
No es la primera vez. Ya ocurrió cuando presumía de tener el 50% de la cartera en petróleo y animaba a otros a hacer lo mismo, para después ver cómo el precio del barril caía de 90 a 60 dólares en dos años. En aquel caso, el mercado fue incluso benévolo y él supo vender sus acciones antes de la caída.
Gestionar dinero de terceros es una responsabilidad enorme y exige experiencia, humildad y criterio.
$TNZ.TO. RUMOR HAS IT THAT TONY MARINO BATTLED STARVING AFRICAN LIONS AND SHADY SHERPA'S ON A BAREFOOT HIKE TO THE TOP OF MOUNT KILAMANJARO BUT HE FACES HIS BIGGEST CHALLENGE YET: PETER LINDER LIKES HIS STOCK.
As Stanley Druckenmiller says: buy first, analyze later.
Markets move fast. If you spend months analyzing a stock, you risk missing a huge part of the upside.
If you don’t want to miss the train, you buy a solid starter position as soon as you spot a trend or a strong concept. Then you take your time to analyze.
If you realize you were wrong, you sell. If not, you add to the position.
For some reason, many people, after seeing the stock they’re studying suddenly shoot higher, end up waiting for a pullback and never buying at all, even though the stock is likely destined to rise much further.
Tenaz Energy $TNZ C$14.23 - Closed the acquisition of NAM Offshore BV on May 1. The deal, backdated to January 1 2025, boosts production to ~12,500 boepd, leveraging higher European gas prices. A strong start for this ~100k boepd company in the making. 🤑
1/X) CHINA QUIERE HACERSE CON TODO EL GAS RUSO.
▪Putin dice que retoma el proyecto del segundo gasoducto que suministraría gas a China (Power of Siberia 2). "Estamos preparados" dice Putin ahora.
https://t.co/fUE8eicl6p
With everyone looking at oil, the most interesting bullish action is happening in European natural gas (TTF).
The European gas benchmark ended today at €41.38 per MWh, the highest year-to-date close (that's equal to ~$13.1 per mBtu). #ONGT#LNG
We were extremely honoured to be invited by PETRONAS to the Twin Towers for a ceremony today to sign our new DEWA Cluster PSC which contains 12 undeveloped gas fields! The award of this PSC significantly increases our exciting portfolio in Malaysia and positions Seascape for further growth.