I hope this thing bombs so bad, that the narcissistic rage peaks at new levels

My friend, not even close

Thank you for the great article Jesse, love this format

Interesting, I would expect that the drag is being amplified by oil and the demand for steel in China (tariffs and local economy) - maybe. Not sure how to confidently position for these factors

Can 100% say I see this in industry. It’s often refreshing when someone points it out, people are becoming so used to speculating without saying the magic three words.

I'm all in on this philosophy, but a data point is not a trend

During the COV19 Pandemic, the PBF, Exxon and Shell play was amazing. PBF ended up 10x over a couple of year period. Looking at this, that price to oil price value doesn't seem to be there. Your last podcast was interesting, but it made me wonder, just how high do you expect oil prices to go?

As an Aussie, this is great. Interested to see how the REIT plays out. Everything in Aus is tied to property, both household and superannuation. If housing slumps, Australia has big problems

www.drive.com.au/news/tesla-r... - link for your reference

Same here in Australia. BYD and Haval are everywhere

It means that people on the inside are selling at a ratio much higher then people are buying. When this occurs it’s solid signal that people on the inside with lots of info are not confident with the current outlook

Doesn't the US have Alaska?

That’ll I’ll be DCA into GDX

Interesting, I was listening to them on the radio in Barcelona last year while driving with my mother in law. She didn’t know the lyrics but knew the song well

Agree, he plays right into the culture war distraction. The oligarchy would be pleased

Wow, how often are they wrong?

Can you recommend a few?