@Tfmonkey Would the West really advertise this?
https://amp.theguardian.com/world/2024/mar/22/moscow-concert-hall-shooting-blast
@Tfmonkey Isn't it suspicious that NVIDA's revenue increased by 125% but their cost of revenue only increased by 43% and their sales, general and admin expenses only increased by 8%? Isn't it also suspicious that their inventory levels remained the same as the year before? Would they not pump up inventory levels to meet expanding demand?
@Tfmonkey Saturday's stream is still on youtube
https://www.youtube.com/watch?v=T9Zw4LdzQy8&t=3183s
@Tfmonkey
I got bored again and made another chart. This time I mapped nominal Natural gas futures prices to reported storage for the combined lower 48. If you’re a hedgie that’s tea leaf reading and believe inflation is going “down”, these current prices match with what’s been in storage for the past ~5 years. Nothing short of physically felt shortages will break the range bound.
@Tfmonkey I got bored at work and decided to have fun with charts mapping out how overvalued stocks are based solely on yields. The blue line is the s&p500, the green is VDC and the red bars is 5 year treasury yields