🔥 (@socaz) 's Twitter Profile
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@socaz

Inversor, bolsero obstinado (desde 2009). Adepto del análisis fundamental y ciclos. Programador. Físico. Liberal.

ID: 1275149406879301632

calendar_today22-06-2020 19:31:40

3,3K Tweet

343 Followers

933 Following

Ramiro Castiñeira (@rcas1) 's Twitter Profile Photo

- Llegó Perón y puso el CEPO Lo sacó Frondizi - Volvió Perón y puso el CEPO Lo sacó Memem - Volvió el Peronismo y puso el CEPO Lo sacó Macri - Volvió el Peronismo y puso el CEPO Lo sacó Milei Sólo hay CEPO en países con dictaduras o en Argentina cuando Gobierna el Peronismo.

Greg Mushen (@gregmushen) 's Twitter Profile Photo

To give you an idea of how expensive cloud has gotten, I picked up a server off FB marketplace today for $500. 128Gb of RAM and a 1Tb SSD. It will cost about $6/month in electricity to run it. An equivalent server in AWS would cost $950/mo. so I'll have payback in two weeks.

Brendan Jowett (@jowettbrendan) 's Twitter Profile Photo

🚨 BREAKING: Google just launched a new internet protocol. It’s A2A. Backed by 50+ partners including Salesforce, Atlassian, and SAP. It’s designed to let AI agents collaborate across companies, platforms, and clouds. Here’s what it means for the future of enterprise AI: 🧵

🚨 BREAKING: Google just launched a new internet protocol.

It’s A2A.

Backed by 50+ partners including Salesforce, Atlassian, and SAP.

It’s designed to let AI agents collaborate across companies, platforms, and clouds.

Here’s what it means for the future of enterprise AI: 🧵
Natalia Gurushina (@ngurushina) 's Twitter Profile Photo

Brazil’s international reserves have been slow to recover after the last year’s sizable intervention – But we don’t think this is an issue. Brazil’s reserve adequacy is perfectly OK and Brazil is a net sovereign creditor (reserves>government’s external debt):

Brazil’s international reserves have been slow to recover after the last year’s sizable intervention – But we don’t think this is an issue. Brazil’s reserve adequacy is perfectly OK and Brazil is a net sovereign creditor (reserves>government’s external debt):
🔥 (@socaz) 's Twitter Profile Photo

Según números gruesos, el FCF de las minas de $MUX rondó aprox us$ 33 millones en 2024, con el oro en us$ 2300 aprox. Para 2025, usando límite inferior de guidance en producción (120 kGEO) y superior en costos, con el oro en us$ 3300, tendríamos un FCF de us$ 133 millones!

Benchmark Mineral Intelligence (@benchmarkmin) 's Twitter Profile Photo

A new exchange traded era for #lithium is here ⚡ Benchmark (BMI) has announced partnership with Intercontinental Exchange (ICE) to develop futures contracts for lithium: Lithium Carbonate CIF Asia (BMI) Future Lithium Hydroxide CIF Asia (BMI) Future Spodumene Concentrate FOB

A new exchange traded era for #lithium is here ⚡ 

Benchmark (BMI) has announced partnership with Intercontinental Exchange (ICE) to develop futures contracts for lithium:

Lithium Carbonate CIF Asia (BMI) Future
Lithium Hydroxide CIF Asia (BMI) Future
Spodumene Concentrate FOB
Barrick (@barrickgold) 's Twitter Profile Photo

Barrick’s Q1 2025 Results ✅ Net EPS up 59% y/y to $0.27 ✅ Adjusted net EPS up 84% y/y to $0.35 ✅ Operating cash flow up 59% y/y to $1.2 billion ✅ $143 million in share buybacks ✅ $0.10 per share quarterly dividend ✅ Full year gold and copper guidance maintained ✅ Costs per

Barrick’s Q1 2025 Results
✅ Net EPS up 59% y/y to $0.27
✅ Adjusted net EPS up 84% y/y to $0.35
✅ Operating cash flow up 59% y/y to $1.2 billion
✅ $143 million in share buybacks
✅ $0.10 per share quarterly dividend
✅ Full year gold and copper guidance maintained
✅ Costs per
The Culturist (@the_culturist_) 's Twitter Profile Photo

Right now, cardinals are selecting a new Pope in this room, beneath Michelangelo's epic ceiling. But what did he actually paint up there, and what does it mean? Well, it's something quite strange — because these are no ordinary Bible scenes… (thread) 🧵

Right now, cardinals are selecting a new Pope in this room, beneath Michelangelo's epic ceiling.

But what did he actually paint up there, and what does it mean?

Well, it's something quite strange — because these are no ordinary Bible scenes… (thread) 🧵