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07-30-26  spal

Leopold Aschenbrenner - looking like a one trick pony.

07-30-26  Merlino

Interesting take on AI investments, china, S&Ps

https://x.com/learnaifaster/status/2080559997243850887

07-30-26  spal

Now trailing stops

07-30-26  spal


Of course the equities are now in good hands ...


PBF
PBF ENERGY INC A


73.77 (+16.45%)

07-30-26  spal

but I have PBF bonds which did quite well.

===

Well played.

07-30-26  savo

no spal... no equities for me but I have PBF bonds which did quite well... surprisingly so.. as the research was very negative at some point.

07-30-26  spal

PBF
PBF ENERGY INC A


72.40 (+14.29%)

Savo - presumably you bought refining shares ... I hope so.

07-30-26  spal

PBF
PBF ENERGY INC A


70.51 (+11.30%)

07-30-26  spal

Savo - I bought PBF again yesterday (prior to earnings) - thanks for your reminder.

07-30-26  spal


PBF
PBF Energy, Inc. engages in the operation of a petroleum refinery and supplies unbranded transportation fuels, heating oil, petrochemical feed stocks, lubricants, and other petroleum products in the United States.

Adjusted EPS: Came in at $6.22 per share, crushing analyst consensus estimates of $4.15 by over $2.00 per share.

Revenue: Reached $11.68 billion, up 56% year-over-year and beating estimates ($9.92 billion) by $1.76 billion.

Adjusted EBITDA: Soared to $1.22 billion, a massive surge from just $51.8 million in Q2 2025.

07-30-26  spal

Savo - worth getting a better read on this. Thanks.

07-30-26  savo

spal.. you may have the answer to Charlie Kirk here:

https://www.youtube.com/shorts/R003qcFXjMk

07-30-26  savo

South Korea’s stock market is now down -35% this month


hadn't it gone up 120% before based on illusory circular trades?

according to this chart there were 4.8 Trn of them:

https://www.linkedin.com/posts/charles-henry-monchau-cfa-cmt-caia-4003096_updated-look-at-the-increasingly-circular-share-7487610543676149760-0lJb

07-30-26  victor

BMW, el último gigante en sucumbir a la crisis de la automoción alemana bajo la presión de China y EE.UU.

La marca ha anunciado una salida de 8.000 trabajadores, la mayoría en el país germano, y se suma a los recortes de empleo en Volkswagen, Mercedes, Audi y Porsche


07-30-26  spal

Kuppy
@hkuppy
·
23h
I always thought Billy Hwang was a degenerate gambler.

Turns out, he was just an average Korean guy, but with an ISDA…
Quote
The Kobeissi Letter
@KobeissiLetter
·
23h
BREAKING: South Korea’s stock market falls -8% as the global chip stock selloff continues.

South Korea’s stock market is now down -35% this month.

07-29-26  savo

While everyone is distracted by falling oil prices, diesel refinery margins have reached a new all-time high.

They are now higher than the price of crude itself.

- Diesel crack spread: ~$90
- WTI: ~$79

We have never witnessed anything like this.

- YTD diesel refinery margins: ~18x
- Since the start of the war: ~5x

https://x.com/ekwufinance/status/2082215632376926641

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