Pghosh

I'm prone to thinking the glass is half empty. But only after I talk myself out of thinking it's three-quarters empty.

[Pghosh @patrickghosh]

@DividendMaster House meeting today on banning Russian uranium supply: https://t.co/VBHC1WInb4

[Stian Flage @stianflage]

The Russian #uranium ban is moving forward. From the conversations I had with industry people close to the process at PDAC last week, it seems everyone is on board and it's just a matter of weeks to get around the practicalities of getting it approved.

[Pghosh @patrickghosh]

The Church's issue with Galileo was never with his discovery.
Galileo insisted that Church doctrine of creation be altered from traditional interpretation.
This, the Church cannot do. So Galileo was warned, but wouldn't shut up about Genesis being "wrong"...
@fleckcap

[bill fleckenstein @fleckcap]

bullying/cancelling has got to stop. w/o free speech and debate(where we must endure speech we dont like)how are we supposed to sort out complex controversial topics? this is like when the mob/church tried to cancel galileo,copernicus etc. for proposing radical yet correct ideas.

[Pghosh @patrickghosh]

Homebuilders: problems with the homies-
Generals ( $GRBK $PHM $LEN $MTH) charging to new highs,
But the troops are not following ( $XHB)...

[Pghosh @patrickghosh]

@LukeGromen @kofinas @SantiagoAuFund @mnicoletos @Jkylebass Yes pipes were built- the Koch brothers’ father made the family fortune from building out Soviet oil infrastructure with Stalin. Any “capital controls” imposed by USA were enforced then like Congressional insider trading is today…

[Pghosh @patrickghosh]

@ektrit Purpose of still using a dead language is that Latin never changes. Words and meaning with living languages do change. Taleb's work confirms this. Latin Mass is to keep meaning the same though all time and geography.

[Pghosh @patrickghosh]

@LukeGromen @amlivemon @realDonaldTrump Hank Paulson offers his take on USD status this morning in the WSJ. I’ve no clue if he is still relevant or has influence... https://t.co/07ugbSqoZ6

[Pghosh @patrickghosh]

@RevShark Rev, the banks are sending these emails to get in front of the coming demand for credit cards to pay rent/bills/car payments. Many waiters/uber drivers will have no income while everything is closed. Apartments unlikely to kick out everyone that is late on rent...

[Pghosh @patrickghosh]

@EpsilonTheory Ben- if markets transform into political utilities, is there any political incentive for asset prices to go down? Can markets be cajoled both ways or just up if they become utilities? Thanks.

[Pghosh @patrickghosh]

@CollMaxwell @DeepBooger @LukeGromen @jmllubber Colleen, thank you very much.

[Pghosh @patrickghosh]

@hmeisler I don't see anyone else with the intention of making a serious bid on this chart besides me. I still have an open bid at $40...

[Pghosh @patrickghosh]

@hmeisler I would like to make the opening bid at $40...

[Pghosh @patrickghosh]

@ektrit this is theologically impossible, as the priests' spouse is the Church... so the problem is lack of understanding about what fidelity to spouse entails when one's spouse is the Church...

[Pghosh @patrickghosh]

@nanexllc I see 6 short crude ETFs that sum to $230M in AUM, but there are some on Toronto Stock Exchange, so estimating maybe $500M in these short crude products... XIV was $1.5B AUM before the termination event.

[Pghosh @patrickghosh]

$GE just had 12 months of straight selling. Longest losing streak I can see in like 30 years... How many sellers are left under $14?

[Pghosh @patrickghosh]

@Halsrethink Index creators have policies to start to remove components from the index if trading is suspended for more than 20 days. How would index ETFs even handle a worldwide suspension scenario?
Russell index policy for instance:
https://t.co/xxBT8KcHzl

[Pghosh @patrickghosh]

6 months of rallying in $XOM taken out in 3 days...

[Pghosh @patrickghosh]

with SEC investigation news, more and more people on twitter comparing $GE, a company that has been in business for 100 years, to Enron...

[Pghosh @patrickghosh]

at $16.25, you are buying $GE for a little more than 1x sales, a multiple it has rarely traded at in post WW2 history...

[Pghosh @patrickghosh]

people on twitter are comparing $GE, who's products generate 30% of the world's electricity, to Enron...