Dylan Berg (@dylan_berg) 's Twitter Profile
Dylan Berg

@dylan_berg

🇨🇦 Dad, Bad Golfer, Small Town Living, Mining Capital Markets, VRIFY AI

ID: 17222778

calendar_today07-11-2008 00:14:07

5,5K Tweet

5,5K Followers

3,3K Following

The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

BREAKING: January PPI inflation unexpectedly RISES to 3.5%, above expectations of 3.2%. Core PPI inflation was 3.6%, ABOVE expectations of 3.3%. PPI inflation is now at its highest since February 2023 while CPI jumped +0.5% month-over-month. The "Fed pivot" is over.

BREAKING: January PPI inflation unexpectedly RISES to 3.5%, above expectations of 3.2%.

Core PPI inflation was 3.6%, ABOVE expectations of 3.3%.

PPI inflation is now at its highest since February 2023 while CPI jumped +0.5% month-over-month.

The "Fed pivot" is over.
Peter Mallouk (@petermallouk) 's Twitter Profile Photo

All of us are really good at measuring the distance between where we are and where we want to be, but it’s healthy to pause occasionally and look at the distance between where you started and how far you’ve come.

Brice Scheschuk (@scheschuk) 's Twitter Profile Photo

Latest Build Canada memo was released yesterday titled "A Public Service That Works for Better Government Services." Summary in one word, "SHOCKING." Must read for all Canadians.

Dylan Berg (@dylan_berg) 's Twitter Profile Photo

I don't live in the Yukon, but would be curious on a vibe check up there. Good (short) article here worth a read. yukon-news.com/opinion/yukono…

Brice Scheschuk (@scheschuk) 's Twitter Profile Photo

New Build Canada memo dropped yesterday, “Building to Secure Canadian Energy Independence.” So obviously critical given events of the last month.

Gurwinder (@g_s_bhogal) 's Twitter Profile Photo

“A reliable way of making people believe in falsehoods is frequent repetition because familiarity is not easily distinguished from truth.” — Daniel Kahneman

Brian Lilley (@brianlilley) 's Twitter Profile Photo

Over on Facebook, Ben Shapiro is asking the question we all want more prominent American conservatives asking openly. Why Canada? We have allies in the American conservative movement. We need them to speak up. Thank you Ben Shapiro

Over on Facebook, Ben Shapiro is asking the question we all want more prominent American conservatives asking openly. 
Why Canada?
We have allies in the American conservative movement. We need them to speak up. 
Thank you <a href="/benshapiro/">Ben Shapiro</a>
Otavio (Tavi) Costa (@tavicosta) 's Twitter Profile Photo

Three key takeaways from UBS’s latest Family Office Strategic Allocation: ▪️<1% Commodities ▪️1% Emerging Market equities ▪️2% Gold/Precious Metals These three allocations are very likely to grow meaningfully by the end of the decade in my view.

Three key takeaways from UBS’s latest Family Office Strategic Allocation:

▪️&lt;1% Commodities
▪️1% Emerging Market equities
▪️2% Gold/Precious Metals

These three allocations are very likely to grow meaningfully by the end of the decade in my view.
Robust Feed (Fit, Health, Longevity) (@robustfeed) 's Twitter Profile Photo

American bread has 30 ingredients. French bread has 4. The US allows 3,000 food additives. Europe bans 2,700 of them. I visited both places. The differences are insane. Here's why Europeans stay thin, strong and healthy whilst American are fat and depressed: 🧵

American bread has 30 ingredients.
French bread has 4.

The US allows 3,000 food additives.
Europe bans 2,700 of them.

I visited both places.
The differences are insane.

Here's why Europeans stay thin, strong and healthy whilst American are fat and depressed: 🧵
Otavio (Tavi) Costa (@tavicosta) 's Twitter Profile Photo

Global gold production is essentially flat from seven years ago. Then add: ▪️Mining capex remains historically depressed. ▪️Very few significant gold discoveries in recent years. ▪️Almost no major projects expected to come online over the next 5-7 years. Keep in mind that

Global gold production is essentially flat from seven years ago.

Then add:

▪️Mining capex remains historically depressed.
▪️Very few significant gold discoveries in recent years.
▪️Almost no major projects expected to come online over the next 5-7 years.

Keep in mind that
Oliver Groß (@minenergybiz) 's Twitter Profile Photo

Wow, the valuations of some popular Tech/AI stocks are simply astounding. 😀 Take a look at the current example of Palantir vs. BHP, the world's biggest and most profitable mining company. 👇 $PLTR vs. $BHP Market cap: $311 billion vs. $124 billion Sales (ttm): $3.1 billion vs.

Wow, the valuations of some popular Tech/AI stocks are simply astounding. 😀
Take a look at the current example of Palantir vs. BHP, the world's biggest and most profitable mining company. 👇 $PLTR vs. $BHP 
Market cap: $311 billion vs. $124 billion
Sales (ttm): $3.1 billion vs.