The #shipping pullback makes sense after the 'narrative violation' update by Maersk. Red Sea and related chaos continues. I remain net bullish #shipping, but leaning more heavily into #tankers vs. liners at this juncture. Join me live in 10 min: youtube.com/watch?v=A2UcL3…

당신은 정말 시간이 없는가 “시간이 없다고? 다른 시간을 최대로 절약하라. 꼭 그렇게 시간에 쫓기며 살 필요가 있느냐고? 그러나 그것 역시 게으름과는 구분되어야 한다. 장담하건대 당신이 재미있는 것만 즐기며 시간을 보내다 보면 당신의 삶 자체가 조만간 재미없어질 것이다.” - 세이노

I wrote new blog (and whitepaper, link inside) on analyst ratings as a systematic signal for equity selection. Comments welcome! bloomberg.com/professional/i…

Palantir Stock has a Forward PE OVER 80! That is about 4x the average stock in the market. Look at this! 🤯😳 There are some things you must consider though.. 1. Palantir is expected to grow revenue and EPS at a dramatically faster clip than an average stock. 2. Palantir

[ Nvidia Faces Delays in Blackwell GB200 Production ] The Information reported that Microsoft is experiencing delays in receiving Nvidia's Blackwell GB200 products. TSMC encountered design issues during mass production, potentially pushing the delivery date from Q4 2024 to Q1

Investing in green stocks is a commitment to a sustainable future. Renewable energy sources like wind, solar, and hydro are gaining traction and showing promising returns.

Goldman Sachs Panic Index has reached its highest level since 2020.

With recent projections for Nvidia’s $NVDA GB200 server volumes rising, liquid cooling adoption comes to the forefront, with liquid cooling penetration estimated to reach 10% by the end of the year. $SMCI $DELL $HPE $VRT

BlackRock hasn't sold any bitcoin, even with the recent dip.

SunPower filed for Chapter 11 bankruptcy last night and plans to sell its assets.

"The data center industry is growing in Virginia. Nine new data centers have been connected so far this year, with a total of 15 expected by 2024."

Brent crude oil is priced at $79.93 per barrel.

Hong Kong plans to source 60-70% of its power from clean energy, with nuclear as a key component for decarbonization. The main electricity provider highlights nuclear's reliability and will import it from Mainland China.

The refurbishment of Canada's Bruce-3 reactor is ahead of schedule! - Bruce Unit 3's reactor removal series finished early. - Experience from past projects aided this success. - Calandria tube removal set a new record for CANDU refurbishment.

Polen Capital on Option Care Health $OPCH US Thesis: Option Care Health leads the growing home infusion market, promising strong revenue growth and high returns on invested capital (Extract from their Q2 letter)

$TLT bottomed next D as IV P-C hit prior highs. Now lowest since '20. Again only a tail/headwind. Fundamental view (have to be right) overrides. Mar '21 bounce was weak. Mar '23 lasted W's. Was Oct '23 an inflection? When 1st hit same level in '14 '16 '19, TLT remained LT buy.

8-22-2024 ($) An Interview with Canva CEO Melanie Perkins About Disrupting Design stratechery.com/2024/an-interv…

$PTON Beat on revenue and EPS, there’s almost 0 chance they go bankrupt at this point like most expected. The streak of revenue declines ended, losses came down, and EBIDTA was double expected. They’re also on track to have $2.5B in revenue in FY25 with a market cap of $1.2B.