Long-Term Capital Mismanagement (@capital_long) 's Twitter Profile
Long-Term Capital Mismanagement

@capital_long

Reminiscences of a Stonk Operator 📉

Direct registration prevents your shares from being lent to short sellers and ensures your vote gets counted. #DRS

ID: 1466022704130240512

calendar_today01-12-2021 12:34:52

1,1K Tweet

103 Followers

194 Following

Robert Friedland (@robert_ivanhoe) 's Twitter Profile Photo

>90% of sulphur imported into Africa is from the Middle East… and therefore passes through the Strait of Hormuz Let that sink in. I have heard that traders are already struggling to source any. Sulphuric acid prices will therefore significantly increase across Africa… and if

Santiago Capital (@santiagoaufund) 's Twitter Profile Photo

Energy crisis are not just an energy crisis. If new supply of energy falls, current stocks get depleted. If stocks get depleted that has huge knock on effects. Just one example: If farmers can’t get enough energy (or fertilizer) to fully plant during spring window then 6 months

Kim BENNI (@bennikim) 's Twitter Profile Photo

I can't begin to tell you how much this Hormuz situation is a structural shock to nitrogen fertilizer prices. Spring is just around the corner. Higher food prices, higher political instability.

I can't begin to tell you how much this Hormuz situation is a structural shock to nitrogen fertilizer prices.

Spring is just around the corner. Higher food prices, higher political instability.
Marhelm (@marhelmdata) 's Twitter Profile Photo

543% increase in the Baltic LNG index this week - the largest % increase in history - on a rush to secure US, Russian, and LNG cargoes after the complete loss of Qatari volumes

John Simpson (@johnsimpsonnews) 's Twitter Profile Photo

Over the years I’ve been in many towns and cities when they were being bombed — in a few cases (Baghdad, Belgrade etc) by my own country. No matter what the justification, most of the victims have been entirely innocent. I’ve come to loathe the very thought of aerial bombardment.

Kim BENNI (@bennikim) 's Twitter Profile Photo

OK people, now we enter the export control phase : 1/ Control of food exports (Indian sugar for example) ==> Be long midcurve white sugar. Two of the largest sugar refineries in the world are unreachable (Al Khaleej in Dubai and Etihad in Iraq) 2/ Control of fuel exports (US,

🍂 (@lovandfear) 's Twitter Profile Photo

“Perhaps you have forgotten. That’s one of the great problems of our modern world, you know. Forgetting. The victim never forgets. Ask an Irishman what the English did to him in 1920 and he’ll tell you the day of the month and the time and the name of every man they killed. Ask

H4mez (@hamezhill) 's Twitter Profile Photo

Avocado toast and lattes getting downgraded to a Tesco meal deal in 'here's why you can't afford a house' twitter is the clearest measure of inflation there is.

Javier Blas (@javierblas) 's Twitter Profile Photo

I just realized the IMF has expanded the basket of commodities it tracks, adding olive oil (among others). I think my job is done here.

derek guy (@dieworkwear) 's Twitter Profile Photo

"men shouldn't wear shorts." "men shouldn't wear backpacks." "men shouldn't wear sneakers." "dress up for airports." "no one dresses up anymore." shut the fuck up

amy (@amypretzel) 's Twitter Profile Photo

unpopular take: the most underrated piece of object engineering in your house is your front-load washer door seal. it's a torus of EPDM rubber (ethylene propylene diene monomer, picked because it survives hot water + detergent + bleach for 10+ years). it has 3 sealing lips,

unpopular take: the most underrated piece of object engineering in your house is your front-load washer door seal. it's a torus of EPDM rubber (ethylene propylene diene monomer, picked because it survives hot water + detergent + bleach for 10+ years). it has 3 sealing lips,