⁠Brandon Beylo
ICE and Hybrids will dominate vehicle production over the next 3-5 years.

And I still don't own enough #PGMs.

$SBSW $SLP.L $IMPUY https://t.co/1edopPk6GZ
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⁠Brandon Beylo
Imagine walking into your bank to withdraw some cash and the teller says

"Sorry I can't do that ... Crowdstrike is down."

That sounds like a dystopia.
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⁠Brandon Beylo
One of my buddies runs an IT services company.

I texted him this morning.

Lol. https://t.co/jk9Jd8t6xf
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⁠Brandon Beylo
What Stanley Druckenmiller learned from George Soros:

"It doesn't matter if you're right or wrong ... but how much you make when you're right, and how much you lose when you're wrong."

"When you have tremendous conviction on a trade, you have to go for the jugular."

"If you're extremely confident, taking a loss doesn't bother you."

The 🐐
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⁠Brandon Beylo
It takes 29 years to develop a new mine in the United States.

But yes, we'll have the metals we need to achieve Net Zero by 2050.

And we'll do it without China's help.

Lol.

#mining #commodities https://t.co/g9Z3cgtf7L
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⁠Brandon Beylo
The Evolution of Copper Mining Capital Intensity

• 2000s: $4,000-$5,000/t

• 2012: $10,000/t

• Today: Up to $44,000/t

How'd we get here?

• Lower grades
• Longer permitting processes
• More remote jurisdictions
• Higher labor costs
• Fewer skilled workers

#copper
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⁠Brandon Beylo
I hope you enjoy my conversation with @TheTungstenGuy.

This podcast will light a fire under anyone interested in commodities, critical minerals, and reshoring US production.

Taylor is building a US-based tungsten company from scratch.

Here's how.

Link in comments. https://t.co/EhpkfZ0IJc
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⁠Brandon Beylo
RT @TheTungstenGuy: For anyone interested in what I’ve been working on the past couple of months!

Be on the lookout for additional information over the coming weeks, but here is a great preview with @marketplunger1.

Thanks for having me on!

I hope you enjoy my conversation with @TheTungstenGuy.

This podcast will light a fire under anyone interested in commodities, critical minerals, and reshoring US production.

Taylor is building a US-based tungsten company from scratch.

Here's how.

Link in comments. https://t.co/EhpkfZ0IJc - Brandon Beylo
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⁠Brandon Beylo
I played NCAA 2025 for the first time tonight.

The game is worth the hype.

Probably the most fun I’ve had playing a sports video game in 10+ years.
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⁠Brandon Beylo
What are we reading this weekend?

I’ll go first.

(Side note: this book is so heavy it could kill a man) https://t.co/MeRZw3z5ln
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: This is what happens when you pay a ludicrous 50x earnings for a business that does not meet growth estimates 📉

$NKE down nearly -60% from its highs ‼️

Multiples, relative to growth estimates, matter 🎯

#stocks #investing https://t.co/slqst29rL4
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⁠Dimitry Nakhla | Babylon Capital®
NOTABLE EARNINGS REPORTS THIS WEEK JULY 22 - 26🗓️

𝐌𝐨𝐧𝐝𝐚𝐲🗓️
PM🌓
$BRO $CDNS $MEDP

𝐓𝐮𝐞𝐬𝐝𝐚𝐲🗓️
AM☀️
$MSCI $KO $DHR $PM $UPS $SHW $MCO $BTI $LMT $AOS

PM🌓
$GOOG $V $TSLA $TXN $CNI $CB

𝐖𝐞𝐝𝐧𝐞𝐬𝐝𝐚𝐲🗓️
AM☀️
$TMO $ODFL $T $APH $CME $GD $ROP

PM🌓
$KLAC $CMG $WM $NOW $IBM $F $EW $TER

𝐓𝐡𝐮𝐫𝐬𝐝𝐚𝐲🗓️
AM☀️
$ABBV $UNP $NOC $HON $NDAQ $STM $TSCO $POOL $WST

PM🌓
$NSC $LHX

𝐅𝐫𝐢𝐝𝐚𝐲🗓️
AM☀️
$BMY $AON $CL $TROW $MMM

#stocks #investing
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