Dimitry Nakhla | Babylon Capital®
“Fund consultants like to require style boxes such as ‘long-short,’ ‘macro,’ ‘international equities.’
At Berkshire our only style box is ‘smart.’”
— Warren Buffett 🗣️
#stocks #investing
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“Fund consultants like to require style boxes such as ‘long-short,’ ‘macro,’ ‘international equities.’
At Berkshire our only style box is ‘smart.’”
— Warren Buffett 🗣️
#stocks #investing
tweet
Brandon Beylo
In what world does Yellen live?
We have spent the past 2-3 decades outsourcing inflation to China via low-cost labor and critical mineral production.
And now:
• Copper trades at $5/lb
• The US barely makes any metals
• China controls 90%+ metals supply chain
Somehow, magically, the US is supposed to make up the difference with domestic production/processing for critical minerals.
How do we plan on doing that in a way that doesn't cost more than what it did in China?
How do companies not pass those higher costs on to consumers?
We're facing a massive shortage of labor and minerals.
Both of those things cost money ... A lot more than we're used to paying, too.
tweet
In what world does Yellen live?
We have spent the past 2-3 decades outsourcing inflation to China via low-cost labor and critical mineral production.
And now:
• Copper trades at $5/lb
• The US barely makes any metals
• China controls 90%+ metals supply chain
Somehow, magically, the US is supposed to make up the difference with domestic production/processing for critical minerals.
How do we plan on doing that in a way that doesn't cost more than what it did in China?
How do companies not pass those higher costs on to consumers?
We're facing a massive shortage of labor and minerals.
Both of those things cost money ... A lot more than we're used to paying, too.
YELLEN: NEW CHINA TARIFFS WON'T CAUSE MEANINGFUL US PRICE HIKES tweet
twitter.com
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Offshore
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Giuliano
Kristin on Librela's efficacy, safety, and addressable market. $ZTS https://t.co/l70s8p7R2X
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Kristin on Librela's efficacy, safety, and addressable market. $ZTS https://t.co/l70s8p7R2X
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Offshore
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Giuliano
It was interesting to observe $ZTS' drop after the adverse news regarding Librela. https://t.co/tTCrw14LFk
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It was interesting to observe $ZTS' drop after the adverse news regarding Librela. https://t.co/tTCrw14LFk
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Offshore
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Brandon Beylo
Society if Sprott created an ETF to buy and hold physical tin.
#tin https://t.co/zuuLFT9LzH
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Society if Sprott created an ETF to buy and hold physical tin.
#tin https://t.co/zuuLFT9LzH
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Offshore
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Hidden Value Gems
A good reminder of why stock picking is so hard:
- 80% of companies underperform their benchmark over 5 years.
- Just 2% of US stocks have generated half of the wealth in the past 90 years. https://t.co/sFmot0Uf4Q
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A good reminder of why stock picking is so hard:
- 80% of companies underperform their benchmark over 5 years.
- Just 2% of US stocks have generated half of the wealth in the past 90 years. https://t.co/sFmot0Uf4Q
tweet