Macro-to-Micro Analyst+OptionsTrader Forecast+Chase https://t.co/MrMkwZYdvt https://t.co/GZILqexQ5C https://t.co/yZsZJcrKAz @LaDucTrading
Narrative of ESG is pretty but unpractical in its current state of replacement. Having said that, many innovations will be driven from the excitement + funding. For now, I’m more interested in here + now...
A massive renewal in CAPEX investments!
👉THINGS OVER PAPER
"ESG investing" in its current form is similar to people who take selfies of themselves in fancy locations to show they were there, while barely experiencing it for real.
Mostly theater, little substance.
Ah, so much to learn from MLK still…
We could really use MLKs spirit of “Dignity and Discipline” in social media, politics, etc.
In honor of MLK and the mother who raised him! 🙏
“We must forever conduct our struggle on the high plane of dignity and discipline.”
Martin Luther King Jr. , Aug 28, 1963
@matthew_pines @SehrLangsam2 @traderttt9 @LukeGromen @lauriejones7 @HayekAndKeynes @Stimpyz1 @TSPsmart @itznicker @RaisingTheBAR47 @acosgrove003 @MarketInterest @Alex__Salomon @HammerstoneMar3 @tr8derz @kevinmuir @Barton_options @real_kkhvan @michaelbkrause @42macroDDale @ratna555 @Badpak @DiMartinoBooth THIS is inflation - the kind the Fed, Congress and Presidency can’t fix in time to control the damage it causes.
My trading plan in a nutshell:
THINGS OVER PAPER
INFLATION IS POLITICAL
POLITICAL INTERVENTION IS FUTILE
FED IS ALWAYS BEHIND THE CURVE
OIL ALWAYS OVERSHOOTS https://twitter.com/samanthaladuc/status/1459865532111405064
Too Big to Sail -🚢
Great read! How US deregulation caused consolidated foreign-owned shipping barons
who have the most to benefit from our shipping bottlenecks.
Blame modern-day capitalism that changed laws + financed market power against us.