Norman Cerk

Ex-Global Macro PM/Trader/Partner at Balestra Capital. Private investor and always looking for new ideas, as well as discussing macro & golf

[Norman Cerk @NCerk]

@lacherbauer At a minimum they should reduce the hours for parking enforcement and feee on Sundays. Reduce the attractiveness for the next buyer. There has to be a way out of this disaster.

[Norman Cerk @NCerk]

@PeterMoskos 💯 correct. Just returned from Vienna Berlin Munich. So nice to take the subway everywhere which is clean and safe. If our politicians don’t enforce the law, these transit assets will collapse. Sad

[Norman Cerk @NCerk]

@nickkokonas 💯

[Norman Cerk @NCerk]

@paxtrader777 And once we vote out our idiot mayor and the other socialists it will be even better !

[Norman Cerk @NCerk]

European pro travel tip for summer if you’re flying through @CPHAirports change your flight or arrive about 4 hours before your flight. The passport control is just ridiculous and I’ll never transfer there or fly @flysas again. What a fiasco.
@thepointsguy

[Norman Cerk @NCerk]

@flushingitgolf Maybe LIV should hit up SoftBank?? Seriously who would put money into this? The Saudis torched $1B right with no path to profitability… the talk of selling stakes in these teams, it’s laughable. No one with a real invest cmte would invest.

[Norman Cerk @NCerk]

@Codie_Sanchez Smb

[Norman Cerk @NCerk]

@blueprintsmb22 I keep wondering when DASH / UBER are going to really get hit. Can’t be sustainable, right? Costs for ordering in are crazy, then fees, tips.

[Norman Cerk @NCerk]

@CivokNilam Great post. I used to be a Dem and happy being an Independent , but the gaslighting out of Mayor 6% and JB is just unreal. Everything is Trump’s fault (for sure the latest bump in oil prices) but you can’t blame the constant rise in the cost of living during his term.

[Norman Cerk @NCerk]

Such a great read!

[Jeffrey Currie 🆔++ @CommodMkt]

This is the Revenge of the Old Economy in real time.

A super cycle already underway before Hormuz closed.
Brent will break out. The security premium is not transitory.

Three drivers. Not fading. Intensifying.

Deglobalization. Electrification. Redistribution.

All three turbo-charged versus our 2020 super cycle call.

We are still in the bottom of the first inning. None of the imbalances have been resolved. They grow by the day.

Own the grains/softs. Own the metals. Own the molecules.

Remember, you cannot print molecules https://t.co/XQpR4p4HPL.

10/10

[Norman Cerk @NCerk]

@NUCLRGOLF Who would actually fund this ? Maybe they should call Masa San at SoftBank haha

[Norman Cerk @NCerk]

@farrmacro Stupid but I’m sure JetBlue is happy they didn’t ended merging with the Greyhound of the skies. Also, open up the US to foreign ownership so if say Emirates, some other company wants to compete they can.

[Norman Cerk @NCerk]

@StuLoren @illinoispolicy 💯 @StuLoren!!! There is zero talk of rightsizing the city and schools for lower population. With technology and AI there city could be saving for the future on pension costs by automation some processes.

[Norman Cerk @NCerk]

@tnertz @publicpolicyman @Waymo @BonelliSays @VW Let’s hope the Luddite Dems don’t block it to save 100 cab driver jobs…

[Norman Cerk @NCerk]

@royalpratt @MariahWoelfel How is this fascinating? These morons are breaking the law and hopefully get the book thrown at them. I mean, I pay my IL taxes even though we are wasting it on the CTU, pension costs and trial lawyers suing the city…

[Norman Cerk @NCerk]

@paschutz @CTULocal1 Imagine if the @CTULocal1 got this excited about teaching kids instead of cosplaying/protesting. We pay the most per pupil for the worst results. Sad and pissed that more Chicagoans are just fed up with Mayor 6.6 and the CTU.

[Norman Cerk @NCerk]

@NUCLRGOLF @BrysonLegion You’re kidding yourself if you think LIV is still gonna be round after the Saudi’s pull their money.

[Norman Cerk @NCerk]

@putt4dough24 @CPATaxTeam Awesome hat. BMGC is such an amazing course and a great walk. Could play that every day

[Norman Cerk @NCerk]

@royalpratt Great but what about the current administration???

[Norman Cerk @NCerk]

@royalpratt @chicagotribune @joemahr @jmetr22b Kudos to the @chicagotribune for this. I still think they don’t push back on the city/mayor enough but this is the kind of investigative reporting we need. I’m sure nothing will happen to this firm but they should have a lifetime ban from city work at a minimum.