Student of the Market. Study Fundamentals, Technicals, Sentiment, & Time Cycles. posts are for educational use only. Gold is money #BuyFear #SellGreed
New York, USA
Joined December 2011
- Tweets35.3K
- Following1.3K
- Followers6.3K
- Likes11.7K
#BuyFear retweeted
And it gets even crazier. 🤯
1,400 stocks are down 70%+ from their 52-week highs.
Let that sink in.
If you’re down 70%, you need roughly a 233% gain just to get back to breakeven.
You’re not gonna believe this.
5,000 stocks are down 20%+ from their 52-week highs.
And it gets crazier…
Nearly 4,000 are down 40%+.
Think about what that actually means.
While the major indices have held together, underneath the surface thousands of stocks have already been living through their own bear markets.
The index looking fine while individual stocks are getting absolutely destroyed underneath it.
Some seriously messed up shit when you actually look under the hood.
#BuyFear retweeted
BREAKING: US equity ETFs have attracted +$1.4 trillion in inflows over the last 12 months, their largest 12-month inflow on record.
Tech funds alone have attracted +$65 billion, more than double the inflows into cyclical equity ETFs.
At the same time, defensive equity ETFs have drawn +$25 billion.
In the preceding 12-month period, US equity ETFs attracted +$850 billion.
By comparison, during years 1 and 2 of the current bull market, inflows totaled +$300 billion and +$650 billion, respectively.
Investors are piling into US equity funds at a record pace.
Retail loves bubbles.
A LOT of dip buying out there this week.
The 3x Long Semi ETF $SOXL is pacing for its largest week of net inflows EVER.
#BuyFear retweeted
If you think that "car" was anything but a hollowed-out Coke can, you're a sucker.
This isn't a flying car. It's a stock pumping sales gimmick. Could I see cold gas thrusters used for a one second 0-60 boost on the final car, sure. But do a kick flip w/ a 1 ton battery pack? No.
I hate to be the one to burst the Tesla bubble today, but the spectacular “flight” we witnessed at the Roadster reveal needs a little context. The car is carrying around 250kg of compressed air, plus the weight of the tanks, valves and thrusters needed to contain and release it.
Based on the published figures, that gives it roughly 1.5–2 seconds of maximum thrust before the system needs to be refilled.
In short, it's a gimmick.
#GAG Golden Age of Grif
@agnostoxxx
BREAKING: Companies whose federal cases were dropped under Trump have given or pledged $210.5 million to his super PACs, per a new Public Citizen report.
Crypto,com: $37 million, after the SEC dropped an investigation
Gemini: $20 million, plus $10 million each from founders Tyler and Cameron Winklevoss, after the SEC closed a similar probe
Andreessen Horowitz founders: $12 million, with nine portfolio companies tied to canceled federal actions
Public Citizen says more than 200 companies have benefited from canceled, frozen or weakened federal enforcement.
What does the 4th turning look like?
"Billions of dollars’ worth of contracts predicting oil would fall and the S&P 500 would rise were placed about 15 minutes before Trump announced a U-turn on Iran in a post on Truth Social. CFTC staff began to investigate-- then were told to lay off."
I was the editor on this one. Here's a gift link: bloomberg.com/news/features/…
$PCT ICPG & Kiefel are probably running all these trials because they never plan to use the rPP product, right?
lnkd.in/p/e-NB3KG9
Who are ICPG customers, and do they have any sustainability goals?
This Post is from an account that no longer exists. Learn more
The Tooling & Applications Tested
They purposefully tested the material against two of the most demanding geometries in rigid food packaging:
A 16 oz Deep-Draw Cup Tool: Deep-draw
thermoforming requires severe material stretching. This is the ultimate test of material distribution, tensile strength, and wall-thickness consistency. It simulates the exact manufacturing conditions used for yogurt cups, drinking cups, and dairy tubs.
A Case-Ready Meat Tray Tool: Tray molds test the material’s ability to form sharp corners, flat flanges (essential for secure film sealing), and rigidity
lnkd.in/p/eg2dKgrQ
Key Technical Findings & Realities Shared
Processing Windows: The PureCycle rPP blends processed beautifully on the Kiefel equipment, proving that top-tier mechanical recycling can match the thermoforming predictability of virgin material.
The "Color" Reality Check: Mike Moren noted a critical visual caveat—holding the natural rPP sheet up to the light reveals a noticeable warm tint. Because of this, it will not seamlessly replace water-clear, transparent virgin PP.
The Solution: ICPG advises that opaque or colored sheets (like white yogurt cups or black/colored meat trays) are the realistic "first fit" for brands trying to hit immediate PCR targets without compromising aesthetics.
linkedin.com/posts/mike-more…
The Setup & Testing Parameters
The Location: The trial moved from the extrusion phase in Hamlet, NC to the Kiefel Customer Innovation Center in Dover, New Hampshire.
The Material: ICPG supplied the extruded rollstock made from PureCycle’s ultra-pure recycled polypropylene (rPP). They tested two distinct homopolymer formulations: a 30% PCR blend and a 50% PCR blend.
The Control: To maintain scientific accuracy, both blends were run side-by-side against a 100% virgin PP control roll mapped to the exact same melt flow index. This isolated the variables, ensuring any deviations belonged strictly to the recycled resin itself, not a flawed recipe
lnkd.in/p/eg2dKgrQ
Impact Consumer Products Group (ICPG) operates primarily as a B2B material science and extrusion specialist, meaning they manufacture high-barrier rollstock and sheets rather than selling directly to everyday consumers. Because they act as an upstream supplier, they do not publicly publish a formal list of confidential client brand names. [1]
However, based on ICPG’s targeted market focus, recent technical trials, and industry partnerships, their biggest potential and active customers looking for food-contact grade Post-Consumer Recycled Polypropylene (PCR PP) span across specific, heavy-volume consumer packaged goods (CPG) sectors:
1. The Dairy & Yogurt Industry (Form-Fill-Seal Heavyweights)
The largest target customers for ICPG's sustainable polypropylene (PP) solutions are major dairy brands. Traditionally, yogurt multi-packs (the cups you snap apart) were made from Polystyrene (PS). Because PS faces severe regulatory crackdowns and low recycling rates, major brands are desperately trying to switch to PP.
The Application: Yogurt cups, cottage cheese tubs, and multi-packs.
Who these customers are: Global dairy conglomerates like Danone, Chobani, General Mills (Yoplait), and Lactalis. These companies have publicly stated sustainability goals to eliminate polystyrene and integrate food-safe recycled plastics into their cold-fill dairy lines. ICPG heavily markets its XPP Polypropylene Solutions at major events like Dairy Innovation Strategies USA specifically to capture this market.
2. Shelf-Stable Baby Food & Fruit Puree Brands
ICPG specializes in advanced coextrusion (such as PP/EVOH/PP structures) that can withstand extreme temperatures required for pasteurization and shelf-life protection.
The Application: Rigid plastic tubs for applesauce, multi-pack fruit snacks, and baby food purees.
Who these customers are: Industry leaders like Gerber (Nestlé) and Mott's (Keurig Dr Pepper). Baby food brands face intense scrutiny over plastic waste from parents, while simultaneously requiring the absolute highest FDA-approved, ultra-pure food-contact grade PCR PP to ensure infant safety.
3. Foodservice & On-the-Go Convenience Brands
ICPG produces high-yield, low-density PP rollstock optimized for thermoformed cups, trays, and clear containers.
The Application: Coffee/tea pods, snack packs, and quick-service dip cups.
Who these customers are: Companies like Kraft Heinz (dip/condiment cups) and J.M. Smucker. These brands use billions of small plastic units annually and are under immense legislative pressure from Extended Producer Responsibility (EPR) laws to incorporate PCR content into their thermoformed packaging to reduce carbon footprints.
IPL Schoeller Introducing SnapPack Square EVO: Advancing Sustainable Food Packaging with 20% Clear Food Contact Recycled Polypropylene Supporting a More Circular Economy
The launch of SnapPack Square EVO underscores IPL Schoeller’s ongoing commitment to developing sustainable packaging solutions that contribute to a more circular economy. Made with PureCycle’s PureFive® recycled polypropylene, produced through an advanced dissolution recycling process, SnapPack Square EVO is compliant with recycled content requirements in states such as New Jersey and California. As food brands continue to prioritize recycled-content packaging, innovations like SnapPack Square EVO help support waste reduction, resource conservation, and long-term sustainability goals.
iplschoeller.com/us/news/int…
@SantiagoAuFund Let's play this game again because this is how you find stocks that are about to 10X, as $AA did. I'll go first $PCT
