Greg Canavan (@gcanavan2) 's Twitter Profile
Greg Canavan

@gcanavan2

Editorial Director at Fat Tail IR. Managing the (concentrated)‘Permanent Capital Portfolio’. Focusing on out of favour companies and investor psychology.

ID: 1187564195107069952

linkhttps://fattail.com.au/ calendar_today25-10-2019 02:59:13

4,4K Tweet

1,1K Followers

635 Following

Toad Capital (@rich_toad) 's Twitter Profile Photo

He didn't become a fund manager until his 50s, then he traveled 112 countries finding hidden gems — and turned $100M into $50B.

He didn't become a fund manager until his 50s, then he traveled 112 countries finding hidden gems — and turned $100M into $50B.
Sean (@xcellent78) 's Twitter Profile Photo

Ricky Gervais on 60 Minutes Makes a Crystal-Clear Case for Free Speech He put it perfectly: the great thing about freedom of speech is that I can say what I want, and you can say you're offended, and I get to decide whether I care or not. Because let's be honest, there's

Ernest Wong (@ernestwongbwm) 's Twitter Profile Photo

Loved this line from Prem at the $FFH.TO AGM "The single best thing you can do as an investor is to take a long view, don't look at it every 3, 6, 9 months. Look at it over the long-term because compounding takes place over time"

Anas Alhajji (@anasalhajji) 's Twitter Profile Photo

🪔🩸The current $13 decline in oil prices is unwarranted and appears to be pure market manipulation with the announcement being made ahead of the market open. Fundamentals haven’t changed meaningfully since yesterday. Expect oil prices to recover soon

JH (@crudeoil231) 's Twitter Profile Photo

Guys, if the precondition is "cooperation with the IRGC and Iranian authorities" and "transiting only through Iranian-designated lanes," that’s not a reopening in any real sense. The shipowners I’ve been in contact with say they’re going to wait and see. I expect to see a

Omar Baddar عمر بدّار (@omarbaddar) 's Twitter Profile Photo

Israel has effectively told Trump to go screw himself by bombing Lebanon IMMEDIATELY after he said they were "PROHIBITED from doing so." We're going to learn a lot about the power dynamic between Trump & Netanyahu in the coming days.

Israel has effectively told Trump to go screw himself by bombing Lebanon IMMEDIATELY after he said they were "PROHIBITED from doing so." We're going to learn a lot about the power dynamic between Trump & Netanyahu in the coming days.
Martin Kelly (@_martinkelly_) 's Twitter Profile Photo

IRGC issued a VHF broadcast which says the Strait of Hormuz is still closed, despite Iranian FM & US Presidents comments on the contrary. The Sepah Navy (IRGC Navy), said opening the Strait will be at the order of Khamenei and 'not some idiot'. Ships wishing to pass the

Qasem Al-Ali (@alaliqasem) 's Twitter Profile Photo

$760M short on oil. Placed 20 minutes before the Hormuz announcement. This is the 3rd time. March 23: $500M short — 15 minutes before Trump delayed Iran strikes. Oil dropped 15%. April 7: $950M short — hours before the US-Iran ceasefire. April 17: $760M short — 20 minutes before

محمدباقر قالیباف (@mb_ghalibaf) 's Twitter Profile Photo

۱- رئیس جمهور آمریکا در یک ساعت هفت ادعا مطرح کرد که هر هفت ادعا کذب است. ۲- با این دروغگویی‌ها در جنگ پیروز نشدند و حتما در مذاکره هم راه به جایی نخواهند برد. ۳- با ادامهٔ محاصره، تنگهٔ هرمز باز نخواهد ماند.

Martin A. Armstrong (@armstrongecon) 's Twitter Profile Photo

The Banco Central do Brasil just raised gold's share of reserves from 3.55% to 7.19% in a single year — effectively doubling its exposure. Gold is now Brazil's second-largest reserve asset. This is not routine diversification. This is a structural repositioning driven by a quiet

Lou Pai, CEO, Enron Energy Services (parody) (@energypeddler) 's Twitter Profile Photo

Ghalibaf tweets out the rebuttal only after the futures markets close for the weekend. This is all coordinated with the US. Ghalibaf and Araghchi are what the administration hopes are their Delcy Rodriguez equivalents.

HFI Research (@hfi_research) 's Twitter Profile Photo

What is obvious and very clear from the video below is that the IRGC is firmly in control of the Strait of Hormuz. Firmly. You can see some tankers try to take other routes and they had to immediately divert. This does not set a good precedence for future tanker flows into

Ariel Oseran أريئل أوسيران (@ariel_oseran) 's Twitter Profile Photo

The Iranian Armed Forces Central Headquarters (Khatam al-Anbiya) spokesman says the Strait of Hormuz has been closed again due to the ongoing U.S. naval blockade, according to the IRGC-affiliated Fars news.

*Walter Bloomberg (@deitaone) 's Twitter Profile Photo

IRAN'S SUPREME LEADER MOJTABA KHAMENEI IN STATEMENT POSTED ON TELEGRAM CHANNEL: IRAN'S NAVY IS READY TO INFLICT 'NEW BITTER DEFEATS' ON ENEMIES