Todd Petersen

[Todd Petersen @ToddPPetersen]

@ProFootballTalk He was mediocre every year he played and never a top 10 qb. A middle of the pack qb; never elite that acccumulsted stats because he stayed healthy. He had two great playoff runs and that’s it. Ben Roethlisberger should make it over him next year.

[Todd Petersen @ToddPPetersen]

@EvanRobertsWFAN It’s worse then when they let Daniel
Murphy leave…he was our Aaron Judge and they needed to keep him. This is worse from a fan perspective even if Diaz is worse from a baseball perspective.

[Todd Petersen @ToddPPetersen]

@nypost @EvanRobertsWFAN https://t.co/wzqK1bmYE6

[Todd Petersen @ToddPPetersen]

@AIToolReport Design

[Todd Petersen @ToddPPetersen]

@BisonInterests Some of your “misses” need to switch over to “hits” (Oman, Bahrain, Algeria), but it’s the same story on the overall production miss.

[Josh Young @JoshYoung]

Today is OPEC+ data day. Another month, another big quota miss

[Todd Petersen @ToddPPetersen]

@WallStJesus Now the question of whether E’s hold up even if PE’s remain steady here.

[Todd Petersen @ToddPPetersen]

@B_Funk_ Yeah, but with all the supply side issues, how much demand erosion will we get in a recession and how shallow will that recession be if it comes? That's the struggle with some of this stuff like food. How inelastic will the demand be vs. something more pro-cyclical like metals.

[Todd Petersen @ToddPPetersen]

@JTSEO9 I’m still waiting for someone to pick up the 3rd season of the OA. Archive81 also cancelled after 1 season.

[NBC Sports @NBCSports]

The overhead view makes Rich Strike's comeback for the upset @KentuckyDerby win look even more incredible. 😮

#KyDerby | @ChurchillDowns

[Todd Petersen @ToddPPetersen]

@B_Funk_ Sadly this was my fear…well at least it came amidst everything else blowing up too.

[Lyn Alden @LynAldenContact]

Here is a chart of value equity performance vs growth equity performance. When the line is going up it means value is outperforming, and when it goes down it means growth is outperforming.

All of this YTD 2022 "value rotation" is inside that tiny red box.

[Alf @MacroAlf]

In red, the estimated consumption of copper and nickel under the Net Zero Emissions scenario.

Holy crap.

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

EV's are made with 6 times more minerals than ICE vehicles

Battery for 1 Tesla Model 3: 56 kg nickel, 7 kg cobalt, 6.6 kg manganese, 85 kg copper

Need 40-fold increase in prod of lithium & nickel & 20 times as much as copper, graphite, & cobalt compared to 2020 levels - IEA

[Todd Petersen @ToddPPetersen]

@ReboteGTR @MarkTepperSWP Love the old nsx’s. Biding my time until most R34s become legal. I got rid of the turbo (didn’t love the pdk), but the RS4 is so much fun to drive daily. Nothing like a nice drive to get your mind off of markets. Just need to hedge my fuel consumption w/ oil stocks. :-)

[Todd Petersen @ToddPPetersen]

@ReboteGTR @MarkTepperSWP Is that an R34 up on top?

[Steve Sears @sm_sears]

New Yorker cartoon from the 80s.