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The most difficult subjects can be explained to the most slow-witted man if he has not formed any idea of them already; but the simplest thing cannot be made clear to the most intelligent man if he is firmly persuaded that he knows already, without a shadow of doubt, what is laid before him. -Tolstoy View quoted note →

They can tariff your gold, they can tariff your business, they can tariff your boat, they’d be hard pressed to tariff your bitcoin

Maybe he doesn’t know anything and is a generate billionarie View quoted note →

Something that been intriguing to me for sometime is natural gas price and it’s somewhat spurious connections to the vix. Natural gas after 2022 highs hit all time inflation adjusted lows in 2024 if we look at the ticker boil, natural gas has some bulls behind it again. Some might say it’s a leading indicator of inflation since it’s an input in so so many industrial industries. Think even oil refiners and some drillers use natural gas as a feed product. waha and Henry hub benchmarks are still relatively low but due to the decentralised nature of natural gas hubs (we actually do need more pipelines for this!) the northeast is experiencing consumer busting prices. Could this be reflected in the horribly negative consumer surveys that have pored in this week?

Someone that been intriguing to me for sometime is natural price and it’s somewhat spurious connections to the vix. Natural gas after 2022 hit all time inflation adjusted lows in 2024 if we look at the ticker boil, natural gas has some bulls behind it. Some might say it’s a leading indicator of inflation since it’s an input in so so many industrial industries. Think even oil refiners and some drillers use natural gas as a feed product. waha and Henry hub are still relatively low but to the decentralised nature of natural gas the northeast is experiencing consumer busting prices. Could this be reflected in the horribly negative consumer surveys that have pored in this week?

Anyone have thoughts on @Troy Cross anadro energy based on California. they do little micro grid projects on solar panels in residential buildings any idea what the economics look like outside of California? What would up front costs look like if you wanted to try and DIY the setup based on what there doing. Is building out oversupply that cost problematic. Do multiunit properties tend to help with economies of scale for this kind of project. Any idea on tax implications? Could this be considered its own business with its own start up deductions?

When I’m not scouring the world for market news in my free time I’m a big fan of making my own pies using birratellis pizza dough, store bought (including the peel for $6 at Lidl) this way you’ll never trade 2 billion of bitcoin for some delivery #jokes #pizza #stacksats #homecooking