Alex Bilzerian
RT @JavierBlas: Good news for olive oil enthusiast:
The Andalusia region of Spain (~1/3 of global output) has released its first official forecast for the upcoming 2024-25 harvest. It estimates output of 1.02 million metric tons, up ~77% y-on-y, thanks to good weather.
https://t.co/SnJdpOE3k8
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RT @JavierBlas: Good news for olive oil enthusiast:
The Andalusia region of Spain (~1/3 of global output) has released its first official forecast for the upcoming 2024-25 harvest. It estimates output of 1.02 million metric tons, up ~77% y-on-y, thanks to good weather.
https://t.co/SnJdpOE3k8
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twitter.com
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Alex Bilzerian
RT @TheGravyMachine: @JavierBlas We had a several days of rain on and off in Malaga early/mid september, don't recall having that amount of rain in September for years. Was hoping to hear that was going to help the harvest
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RT @TheGravyMachine: @JavierBlas We had a several days of rain on and off in Malaga early/mid september, don't recall having that amount of rain in September for years. Was hoping to hear that was going to help the harvest
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Offshore
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Alex Bilzerian
Coriolis Effect:
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Coriolis Effect:
No hurricane ever crossed the equator https://t.co/uhu1UdZ9GA tweet
Alex Bilzerian
RT @stephensenn: @alexbilz I have long suspected that the usual interpretation of the NP lemma is back to front. Likelihood is fundamental. Power is an incidental bonus.
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RT @stephensenn: @alexbilz I have long suspected that the usual interpretation of the NP lemma is back to front. Likelihood is fundamental. Power is an incidental bonus.
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Offshore
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Librarian Capital
"Why are the British so reluctant to invest?" (FT)
"It’s an inherent cultural issue. People are attracted to the perceived safety of cash ... rather than the risk of sitting in cash"
Ruffer $RICA people should read this
Their flagship fund is 12.7% in cash, 53.1% in ST bonds https://t.co/mH0RjGcjgW
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"Why are the British so reluctant to invest?" (FT)
"It’s an inherent cultural issue. People are attracted to the perceived safety of cash ... rather than the risk of sitting in cash"
Ruffer $RICA people should read this
Their flagship fund is 12.7% in cash, 53.1% in ST bonds https://t.co/mH0RjGcjgW
Why are the British so reluctant to invest? https://t.co/cxA93WixCp tweet
Offshore
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Librarian Capital
Constellation Brands $STZ FY25Q2 (Jun-Aug)
Wine & Spirits Q2 depletions -17.6%
Shipments -9.8%, Net Sales -12%
Spirits Net Sales -13% Q2, -3% H1
STZ Craft Spirits sales up HSD in Q2
Vs. higher-end spirits market up LSD
FY25E: Wine & Spirit sales decline 4-6%
cc: $BF.B $DGE https://t.co/d1qhmCXN1Y
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Constellation Brands $STZ FY25Q2 (Jun-Aug)
Wine & Spirits Q2 depletions -17.6%
Shipments -9.8%, Net Sales -12%
Spirits Net Sales -13% Q2, -3% H1
STZ Craft Spirits sales up HSD in Q2
Vs. higher-end spirits market up LSD
FY25E: Wine & Spirit sales decline 4-6%
cc: $BF.B $DGE https://t.co/d1qhmCXN1Y
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Offshore
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Alex Bilzerian
"Chinese firms lead US firms in remote sensing ‘Olympics’" https://t.co/mCycMTjQ3x
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"Chinese firms lead US firms in remote sensing ‘Olympics’" https://t.co/mCycMTjQ3x
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Alex Bilzerian
RT @pmddomingos: Your ego should be in service of your ideas, not the other way around.
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RT @pmddomingos: Your ego should be in service of your ideas, not the other way around.
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Alex Bilzerian
Typhoon Vamei in 2001 formed at 1.4°N in the South China Sea, making it the closest tropical cyclone to the equator.
For centuries, it was thought that tropical cyclones couldn't form within 300 nautical miles of the equator.
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Typhoon Vamei in 2001 formed at 1.4°N in the South China Sea, making it the closest tropical cyclone to the equator.
For centuries, it was thought that tropical cyclones couldn't form within 300 nautical miles of the equator.
Coriolis Effect: tweet
twitter.com
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