Paul Cusick

[Paul Cusick @pcusick1]

MU enjoyed your high margin now. China has a memory company that is shipping to Chinese companies and Dell, HP, etc are testing the chips. It’s sponsored by the state and will IPO soon. When China enter any business there goes the margins.

[Oh Come On! @BluthCapital]

$MU CEO, in effect:

"For > decade $AAPL has been buying our chips for $5, gluing it inside a metal box, & selling it to consumers for $99 upgrades & laughing at our attempts to get $7.
Now we're charging them $50 & they turned around & raised prices on their customers $250."

[Oh Come On! @BluthCapital]

$MU CEO, in effect:

"For > decade $AAPL has been buying our chips for $5, gluing it inside a metal box, & selling it to consumers for $99 upgrades & laughing at our attempts to get $7.
Now we're charging them $50 & they turned around & raised prices on their customers $250."

[Paul Cusick @pcusick1]

All states have areas that look third world.

[DisciplesOfAllNations @p165923]

@Kazembe_youseef The economy is rigged by the wealthy. Your blood, sweat, and tears produce wealth that the rich hoard while they pay you a fraction of what you deserve. There are places in America that look like the 3rd World: Louisiana, Mississippi, Alabama, Arkansas, Florida, West Virginia.

[DisciplesOfAllNations @p165923]

@Kazembe_youseef The economy is rigged by the wealthy. Your blood, sweat, and tears produce wealth that the rich hoard while they pay you a fraction of what you deserve. There are places in America that look like the 3rd World: Louisiana, Mississippi, Alabama, Arkansas, Florida, West Virginia.

[Paul Cusick @pcusick1]

About 1.5 trillion dollars go to the national debt interest payments.

[PunishedAoi @PunishedAoi]

@dsonoiki $6 trillion of that money is accounted for in military, social security, medicare and medicaid. That leaves $1 trillion/yr in "discretionary" spending. That includes NASA, maintenance on national monuments and parks, all government employee salaries etc. What should we cut?

[Paul Cusick @pcusick1]

On the Thoughtful Money podcast a month ago he said Silver at $500 by the summer. It’s not going to happen. 70% of silver is used in industry and controlled by China. If a major correction or recession the demand for silver by industry will decrease.

[Thiede Investments @ThiedeInvests]

Is the recent 8% drop in silver a warning sign, or the final shakeout before a massive repricing? Kitco News Senior Anchor Jeremy Szafron sits down with Michael Oliver, founder of Momentum Structural Analysis, to break down why his $300 to $500 silver target remains intact despite hot U.S. jobs data and a shift in Fed rate expectations. Oliver unpacks his long-term momentum charts, detailing how silver was "caught in a box" for 50 years and why it is now poised to enter a new price reality. He also warns of a brewing government bond crisis, a potential landmine for the S&P 500 below the 7,000 level, and why silver miners are positioned to outrun the metal itself.
https://t.co/8yvoAQkt2o

[Paul Cusick @pcusick1]

Great first win.

[Olean Oilers @OleanOilers]

Final | 🚨 #Oilers Win‼️ 🚨

Ryan shuts the door on a 10-7 #Oilers win on the road over the defending PGCBL Western Division Champion Batavia Muckdogs.

This marks the first for the #Oilers as members of the Perfect Game Collegiate Baseball League.

[Paul Cusick @pcusick1]

12.4% of adults are on the ‘fat pill’. That was some of fast food best customers. They eat around 800 less calories. That a revenue reduction.

[Heisenberg @Mr_Derivatives]

$MCD new multi yr lows

$DPZ new multi yr lows

$WING new multi yr lows

$SHAK new multi yr lows

$CMG near new multi yr lows

What’s going on in here in fast food land!?

[Paul Cusick @pcusick1]

Can short the future Market. Its open.

[sb @stb8444]

@negligible_cap can’t short this market- at least not now

[Paul Cusick @pcusick1]

San Jose or San Francisco?

[amit @amitisinvesting]

Chicago!

Next meetup of the year is on May 9th.

We have about 50 spots remaining, really excited to see everyone there.

We’ve done NYC and LA this year, both times the market was in a different spot but the energy at the meetups is always rooted in people just wanting to have a community that they can discuss the markets with.

Looking forward to seeing folks there, as always these tickets include no margin and are charged to cover the cost of venue/food/security. Hope to see people there in Chicago!

Tickets below ⬇️

[Paul Cusick @pcusick1]

@hkuppy Kuppy put your big boy pants on. This is a great market to trade in. There is a lot of money to be made. Constant complaining solves nothing. Go made money for your fund customers.

[Paul Cusick @pcusick1]

Both. We don’t mine or process rare earth elements except in very limited amounts in the US. In 1970s US was the rare earth mining and processing capital. Lot of it was done in CA. China economic / war strategy was to remove it from the west.

[Arcadiy Ivanov @IAmArcIvanov]

@pcusick1 So my point still stands - our mining is not the problem. It's our refining capacity.

[Arcadiy Ivanov @IAmArcIvanov]

@pcusick1 So my point still stands - our mining is not the problem. It's our refining capacity.

[Paul Cusick @pcusick1]

No. China processes around 90% of the rare earth elements. Mines around 65%. They can effectively shutdown the US and the west counties, Japan, Korea, etc manufacturing.

[Arcadiy Ivanov @IAmArcIvanov]

@pcusick1 I'll trust you on these numbers. The question then is - are the volumes sufficient for us to produce enough of the byproduct REE post-smelting to satisfy the demand. Because otherwise we'd need to either import slag(s) or increase the size of the industry.

[Paul Cusick @pcusick1]

Aluminum 44%, zinc 25%, titanium 0% and iron ore 95%.

[Arcadiy Ivanov @IAmArcIvanov]

@pcusick1 Good to know, thanks! What about the rest of them? How's our in-house Aluminum/Zinc/Titanium/Iron smelting?

[Arcadiy Ivanov @IAmArcIvanov]

@pcusick1 Good to know, thanks! What about the rest of them? How's our in-house Aluminum/Zinc/Titanium/Iron smelting?

[Paul Cusick @pcusick1]

We do refine / smelt copper in the US. There are 5 refineries in the US. In AZ and Utah. We refine 43% of copper used in US. 57% gets imported.

[Arcadiy Ivanov @IAmArcIvanov]

JFC, the problem isn't MINING!!! The ore is abundant!!! It's that the concentration in ore is low and the refining is really dirty. Nobody cares about the mines, we can use Australian ore and we have vast deposits of rare earth mineral ore everywhere. The factories however are very dirty and we would need to build and operate them.
Secondly, the other part is that some rare earth minerals are byproduct of smelting of things like copper because they are contained in copper ore. We don't smelt copper either anymore. So we have to invest in smelting etc as well, and it has to be a lot of copper smelting to make rare earth produced as a byproduct commercially competitive.

Walking around a mine won't do a god damn thing!

[Paul Cusick @pcusick1]

Could the WCC get 3?

[Mid-Major Basketball @midmajorball]

@pcusick1 @SaintLouisMBB @MiamiOH_BBall @FAUMBB @UVUmbb @SFA_MBB @KentStMBB @MasonMBB @uncwmenshoops @ZipsMBB @USFMBB @TUMBasketball @BelmontMBB @RacersHoops @McNeeseMBB @LibertyMBB @NevadaHoops Right now, I would say the Mountain West, WCC and Atlantic 10 will all be two-bid leagues. I think an argument could be made for a few other leagues, but it's hard for mid-major to get an at-large.

[Paul Cusick @pcusick1]

@midmajorball @SaintLouisMBB @MiamiOH_BBall @FAUMBB @UVUmbb @SFA_MBB @KentStMBB @MasonMBB @uncwmenshoops @ZipsMBB @USFMBB @TUMBasketball @BelmontMBB @RacersHoops @McNeeseMBB @LibertyMBB @NevadaHoops What teams would get non AQ bids?