@andyprkr
Joined July 2008
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Subs: Why Hasn’t It Already Happened? valueplays.net/2025/01/13/su…. Paying Ackman 1.5% is ridiculous
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Flew American this am from LGA to Greenville, SC. Gate agent demanded I gate check my bag. Mandatory. I told him I had medicine in it. Didn’t care. It wasn’t event big - not roller bag. I was in First Class. Then I watched about 20 roller bags come by. Thanks. @AmericanAir
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The beat goes on. Inflation protected assets of all types continue to outperform. The market signal is strong. $INFL
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One significant issue in congress is that the current salary is $174,000. For this, they need to support their family, fly back and forth to DC, have an apartment in DC.... Is it any surprise that they have dinner with lobbyists every night?
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Sure doesn't look like a recession
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Courtroom Highlights 4/17 tpltblog.com/2023/04/17/cour…
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If you look closely, you can see the current inflation.
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horizonkinetics.com/products…

Energy and Remediation ETF

horizonkinetics.com
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Men, if your ready to step up for yourself and your family to: -Lose 20+ pounds -Improve your confidence -Build a sustainable lifestyle Join a community with daily accountability and brotherhood. Our next group kicks off in March. DM “Life” for details
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#cnn #atlanta. To the reporter who doesn’t think property damage isn’t violence, what’s your address bro?
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Happy 2nd birthday $INFL! INFL is positioned to navigate this environment of sustained #inflation. #HorizonKineticsETFs horizonkinetics.com/products…

Inflation Beneficiaries ETF

The Fund seeks to provide shareholders with above-market rates of return through capital appreciation and income through investments in a wide variety of financial instruments...

horizonkinetics.com
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1/8 Horrifying details about what is happening in China. bloomberg.com/news/articles/…

China Covid Unrest Boils Over as Citizens Defy Lockdown Efforts

Online video of fire in apartment block unleashes nationwide anger and protests over restrictions

bloomberg.com
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Regarding crypto, I think the real question is what the stable coins have as underlying holdings. It's amazing that Tether doesn't have a proper auditor. That said, with rates at these levels, this becomes a profitable business.
Hmmm. cointelegraph.com/news/repor…
«We Will See the Return of Capital Investment on a Massive Scale» themarket.ch/interview/russe… via @TheMarket_CH
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Oil Price Dynamics Report → Over the past three weeks, an increase in demand and decrease in supply resulted in broadly higher oil prices. nyfed.org/OilPrice
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"Today, not tomorrow. Tomorrow is where dreams go to die." A Tiny Thought worth reading in @farnamstreet's Sunday Newsletter fs.blog/brain-food/april-17-…

Today, Not Tomorrow

Today, not tomorrow.What you avoid today is harder to do tomorrow.Today’s choices become tomorrow’s position. If you put off things today, they don’t magically disappear tomorrow. They just get added...

fs.blog
Horizon Kinetics Observations: Global Natural Gas demand increasing prices well beyond Europe hosted.verticalresponse.com/…
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scottgrannis.blogspot.com/20…
James Davolos and Murray Stahl discuss: U.S. Dollar Debasement (the inflation vector people miss): Why Inflation Hedging Is Critical at the Hedgeye Investment Summit. 11am - March 18th Join here: landing.hedgeye.com/summit-2… Summit starts today (March 16th)
Hedgeye
@Hedgeye10 Mar 2021
We're throwing a 3-day investing party next week. @KeithMcCullough is hosting. You're invited. BYOB. @LizAnnSonders @profplum99 @ttmygh @bondstrategist @dlacalle_IA @Mike_Taylor1972 @HorizonKinetics @JeffSnider_AIP @spomboy Register now for free access: landing.hedgeye.com/summit-2…
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