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29d06/01

Follow Up Big Short Questions

Loved the movie and have read the book (and a few other Michael Lewis books) several times. A few questions: Burry, Frontpoint, and Brownfield made their profits by selling their swaps as they thought there would be a chance that the people on the other side of the trade would be insolvent and not be able to pay. Is that a correct statement? What really happens when a private/non-agency MBS/CDO collapses and the market price goes to $0? Let's say there are 1,000 mortgages in an MBS (or debt prod

Social◇ unclassifiedusa
29d06/01⚠ war-conflict · 1/5

Workday up 40% in seven days

Following Michael Burry’s recent analysis on his Cassandra Unchained Substack, market momentum seems to be swinging back toward select enterprise tech companies. Burry, famous for his contrarian market calls, published a multi-part breakdown of 50 software and payment stocks to evaluate where the industry stands. While he warned about a speculative tech bubble and overvaluations across the broader Software-as-a-Service (SaaS) landscape, his research made an important distinction: some companies

Social◇ unclassifiedusa
29d06/01

Are ESG ETFs peace of mind or impact?

When I buy an MSCI World ESG or SRI, I am trading stocks on the secondary market. The company doesn't get a cent from it. I minimally increase the share price of "good" companies and minimally decrease that of "bad" companies - the effect cannot be empirically proven. If you really want influence, you have to vote at general meetings. BlackRock has put more pressure on companies with a letter than all ESG ETF buyers combined. Counter-thesis: Maybe that's not the point. Send ESG ETFs

Social◇ unclassifiedgermany · usa · uk
29d06/01

US targeting of Brazilian gangs is an attempt to sway election there, experts say

The US decision to classify two Brazilian gangs as terrorist organisations is a political one aimed at boosting an ally of US President Donald Trump, the son of former Brazilian president Jair Bolsonaro, politicians and analysts say. The gangs join eight other Latin American organised crime groups designated by the US as foreign terrorist organisations. But unlike the rest, they do not operate in the United States. The listing of First Capital Command, known as PCC, and Red Command, or CV,...

◇ unclassifiedchina · asia · usa
29d06/01

The Next Stranded Asset Crisis Could Hit Utilities

Can it be real? Utility stocks offer a super combination of high dividends, steady growth, and potential total returns that exceed the cost of capital? All that with captive customers and the government standing by to make sure it all works out that way. Too good to be true? What about risks? Risk in business has two meanings: the possibility of loss (or what might cause that loss) or the possibility that investments do not earn expected returns (or the cause of that underperformance). Utility p

◇ unclassifiedmiddle-east · russia · usa
29d06/01

Hypothetical Basket to capture AI energy needs and oil shortage

I did some research into nuclear, oil, and gas companies, and then put them into latticeAI and this was the suggested basket with $2500 and an emphasis on value: Ticker Role Optimized % Dollar Amount on $2,500 FANG Higher-quality oil E&P 20.82% $520.50 BKR LNG / compression / energy infrastructure 19.16% $479.00 CEG Nuclear-heavy AI power generation 17.68% $442.00 DVN Oil/gas value-beta exposure 17.24% $431.00 GEV Grid / gas turbine / electrification 15.21% $380.25 BWXT Nuclear supply chain / de

Social◇ unclassifiedindia
29d06/01⚠ war-conflict · 3/5

Pentagon policy illegally banned transgender troops from military, appeal court rules

A Pentagon policy illegally banned transgender troops from military service, a divided panel of federal appeal court judges ruled on Monday in another legal setback for US President Donald Trump’s sweeping agenda. The majority opinion – by a three-judge panel from the US Court of Appeals for the District of Colombia circuit – held that the Trump administration’s policy was designed to exclude people from the military based on their gender identity. The ban will remain in effect for now. The US..

◇ unclassifiedchina · asia · usa
29d06/01

Turkey Looks to Create Azerbaijan-Europe Electricity Corridor

Turkey and Azerbaijan are looking to create an electricity corridor to boost energy connectivity between Azerbaijan and southeast Europe, Turkish Minister of Energy and Natural Resources, Alparslan Bayraktar, said on Monday. "We are going to create the electricity version of TANAP," the Turkish official said at the Baku Energy Week in Azerbaijan, referring to the Trans-Anatolian Natural Gas Pipeline (TANAP), the first pipeline leg of the Southern Gas Corridor that ships gas from Azerbaijan to Eu

◇ unclassifiedmiddle-east · russia · usa
29d06/01

US to drastically slash number of embassies in Africa that can process visas

The US State Department plans to drastically slash the number of US embassies and consulates in Africa that can process visas for foreigners seeking to go to the United States. The almost 50 US embassies and consulates that are processing visa applications will be reduced to 20 in the coming weeks, according to three US officials and an internal memo obtained by Associated Press. There is not yet a set date for the change, but it is expected in June, according to the officials, who were not...

◇ unclassifiedchina · asia · usa
29d06/01

Europe’s Industrial Future Is Not Where Most People Think It Is

For the past several years, Europe’s industrial debate has been dominated by a single word: decline. Factories are closing. Energy prices remain structurally higher than in competing regions. Germany’s industrial machine is under pressure. Steel, chemicals, fertilizers, and other energy-intensive sectors continue to struggle with the aftershocks of the gas crisis triggered by Russia’s invasion of Ukraine. The conclusion often seems self-evident: Europe is deindustrializing. But reality is becomi

◇ unclassifiedmiddle-east · russia · usa
29d06/01⚠ war-conflict · 1/5

How detailed do you plan your finances - and if so, with what?

I'm interested in how others handle this. For a long time at home it was very unstructured, but somehow it worked, but no one really had an overview and costs were spread out over the top. But that changed with increasing capital, salary increases and investments, because at some point the mix became too big and difficult to manage. So the good old Excel list had to be used; for years I always made 3-4 lists. Vermie

Social◇ unclassifiedgermany · europe · uk
29d06/01⚠ war-conflict · 2/5

US and China hold ‘candid’ maritime military safety talks in Hawaii

The Chinese and US militaries held working group talks on maritime military safety in Hawaii on Thursday and Friday, both sides have announced, in the latest effort by the two geopolitical rivals to keep military-to-military communication channels open. The meeting marked the first military communication between Beijing and Washington since last month’s high-profile summit between Chinese President Xi Jinping and US President Donald Trump in Beijing. A brief statement published by the People’s..

◇ unclassifiedchina · asia · usa
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