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Jonesy
@HedgeyeDJ
DoR @hedgeye Ex-owner @arizonacoyotes Former legend @Yalemhockey Partner @seven7llc Agent Provacatuer of #FinTwit# Not investment advice.
2.1K Following    36K Followers
@KeithMcCullough and I just got a real-time update from @Mike_Taylor1972 calling the updated Anthropic monthly numbers in the S-1 a “five alarm inferno fire”
Shall I audit @AndreasSteno next? Believe him when he tells you, "Jeg har tabt en del penge på markederne de sidste uger" Translation for you non-Danish speakers: "I've lost a fair amount of money in the markets the last few weeks" But hey, never heard of the guy before and he corrected me on having the wrong futures contract in a chart! So he did get something right :-)
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Bitcoin is up 24% in 5 years. The S&P 500 is up 65%. The asset that was supposed to replace the system lost to the asset that is the system.
Another good week for our energy "book" on Energy Pro. The signal sure nailed adding $PBR on August 24th (we also did a deep dive on the name for subscribers) as it is up +14% since then. Thank you captain, @KeithMcCullough
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U.S. distillate inventories are now at the lowest level since 1996. In fact, in 43 years of weekly data only one mid-August print was lower than today. Your move, Mr. President.
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