Tom Corvid

Always curious. Love a tall oak tree on a grassy hill. Macro junkie.

[Tom Corvid @tomcorvid]

This 👇🏻: it’s just a way to put the rambling narrative in my head somewhere.

I’d be very surprised if my feed is value-add for anyone else.

[Tom Corvid @tomcorvid]

@investingidiocy Delivery for main shop, walk for top ups. It’s not that hard.

[Tom Corvid @tomcorvid]

@GavinGewecke Markets in turmoil incoming.

Got to say though, an ‘87 style liquidity & liquidation crisis would be nice for some buying opps.

[Tom Corvid @tomcorvid]

@welloldstem I saw a chart of commercial jet fuel stocks and it was fairly flat. Surprising really, given how much they must be exporting. I tried to find it but couldn’t

[Tom Corvid @tomcorvid]

What’s more, the US stockpiles of jet fuel are not really falling very fast. It’s mainly diesel that will be the problem.

It’s not looking good for my European driving holiday this summer!

[Javier Blas @JavierBlas]

CHART OF THE DAY: On Apr 16, the IEA made a headline-grabbing warning: Europe had "maybe 6 weeks or so of jet fuel left." It's week seven; the planes are still flying. Since those headlines, European wholesale jet fuel prices have fallen ~30% to a ~3-month low.

[Tom Corvid @tomcorvid]

@GavMcCracken

[Tom Corvid @tomcorvid]

@FusionptCapital It's hard not to be impressed

[Tom Corvid @tomcorvid]

@GavMcCracken Oh boy, another one? Ok, since we are so much on the same page you might as well check out $LGN (so many acres) as well - that completes my Canadian small cap triple play.

[Tom Corvid @tomcorvid]

@conksresearch It’ll be back to drizzle by Friday

[Tom Corvid @tomcorvid]

@PiQSuite Fair play, the Germans have finally learnt to handle a bouncer.

[Tom Corvid @tomcorvid]

Allocation to funds buying distressed assets over the next 12 months might be an interesting contrarian trade.

[PiQ @PiQSuite]

Over $100 billion in commercial mortgage-backed securities mature in 2026.

Analysts expect more than half cannot pay off at maturity.

[Tom Corvid @tomcorvid]

@PiQSuite Margins are prob much better too.

[Tom Corvid @tomcorvid]

Hi @RestIsScience I have a question for science, how important is animal testing for drug development and how close are we to being able to end this through synthetic or modelling techniques?

[White Coat Waste @WhiteCoatWaste]

Ridglan is only the tip of the iceberg.

Beagle testing is a multi-million dollar industry subsidized by your tax dollars.

And Marshall BioResources is “another Ridglan Farms—times eight.”

“Follow the money.”

WCW Senior VP Justin Goodman warns: “As long as [FDA and NIH are] strongly recommending and funding dog testing, it is going to continue.”

“And someone is gonna pick up the slack if and when Ridglan winds down.”

Meanwhile, NIH and HHS still have nothing to say about the Ridglan scandal.

FOX6 News reached out to NIH Director Jay Bhattacharya for an interview.

HHS staff asked if they would speak with Deputy Director Nicole Kleinstreuer instead.

FOX6 said yes.

But then, HHS told them “no one was available to talk.”

RFK Jr. and Kleinstreuer can try to ignore this scandal, but they cannot make it go away.

We will make sure that this scandal does not go away unless and until all NIH funding for beagle experiments is shut down once and for all.

Stay tuned.

Follow @WhiteCoatWaste

[Tom Corvid @tomcorvid]

@tripphighgrade I would argue it’s amongst the highest impact.

[Tom Corvid @tomcorvid]

@TangoYankee13 @zillowgonewild Are they very into fixing stuff? Because they are going to need to fix some stuff!

[Tom Corvid @tomcorvid]

@GavMcCracken

[Tom Corvid @tomcorvid]

@SpotMonthEnergy https://t.co/kWH4o1wwQ1

[First Squawk @FirstSquawk]

The final draft of the US-Iran agreement has been reached with the mediation of Pakistan, which is expected to be announced within the next few hours - Iran IRNA

[Dario Perkins @darioperkins]

The theory didn't fail. Investors just didn't read the research. Demographics and inflation has a U-shaped relationship. Lots of young or lots of old - inflationary. Lots of middle-aged, still in work and saving for retirement - deflationary...
https://t.co/dDJ52pA95P

[Tom Corvid @tomcorvid]

@BartGonnissen Bit of a stretch to call Portsmouth a ‘seaside town’!

It’s one of the most densely populated cities in the country

[Tom Corvid @tomcorvid]

@pineconemacro I keep collecting them where I find them, waiting for the day I can throw the smartphone into the abyss and sail to a quiet bay!

[Tom Corvid @tomcorvid]

@ColeFusionHQ @GreatBritishTT Unfortunately we are trapped, we could cut pip & pensions but a Labour govt with a record majority just failed to do that. Everything else is messing about at the margins.

The only credible way to improve our situation is growth; cheaper energy, allow more building, FDI