07-30-26 spal
| Leopold Aschenbrenner - looking like a one trick pony. |
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07-30-26 Merlino
Interesting take on AI investments, china, S&Ps
https://x.com/learnaifaster/status/2080559997243850887 |
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07-30-26 spal
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07-30-26 spal
Of course the equities are now in good hands ...
PBF
PBF ENERGY INC A
73.77 (+16.45%)
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07-30-26 spal
but I have PBF bonds which did quite well.
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Well played. |
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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. |
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07-30-26 spal
PBF
PBF ENERGY INC A
72.40 (+14.29%)
Savo - presumably you bought refining shares ... I hope so. |
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07-30-26 spal
PBF
PBF ENERGY INC A
70.51 (+11.30%)
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07-30-26 spal
| Savo - I bought PBF again yesterday (prior to earnings) - thanks for your reminder. |
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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. |
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07-30-26 spal
| Savo - worth getting a better read on this. Thanks. |
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07-30-26 savo
spal.. you may have the answer to Charlie Kirk here:
https://www.youtube.com/shorts/R003qcFXjMk |
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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 |
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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
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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. |
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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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