Thank you Sparty!

I should have assumed a travelled man like yourself would be aware of said custom

Shuffling is all that occurs, beer in hand. It’s very hard to do much with pants at your ankles.

Hahaha. FYI. In many a pub, if that song is played the gents drop their pants to their ankles (underwear must stay on). If you’re ever at a wedding and this comes on, expect it to happen.

That is one of the best trade assessments I have seen in a tweet. You think about gov intervention and second order impacts to kill upside. Position accordingly. Simple but very sophisticated.

Why you will always make more money than me.

Thank you. No wonder prices were low!

Did people have a feel for what was coming in 2025? Was just because of 12 day war giving people a feel that risk is higher?

Oh thanks. Nice

Yes thank you for the intro. On the ground experience + intelligence and humility make him a great follow

That’s very consistent with how I see it

One nation polling well in Aus. I’m not going to throw stones. My strong suspicion is that the distribution of decent folk in pretty similar in most nations if not all

There are lots of good Americans. Don’t let a small sample represent a population

TY. Very lucky to live where we live. Lotto win in itself.

Yes good point. Every nation should be taking an interest in that matter.

I’ll look at this further when I can. Relative to your view I’m missing the how strategically important it is.

One month is my understanding. Re Lynas, hope we are tight with the Malaysian gov in such circumstances.

I’m sure I’m missing relevant factors of change but Australia does not have the hype upside (ai) of other markets and we will be in deep doggy doo if issues with Middle East oil. Most of Australia upside the way I see it relies on commodity prices, if we have no fuel we cannot take advantage.

If true, what could a win look like for the us prez to make an off ramp? Would it be correct that isreal cannot sustain a war there alone.

Hahaha. You saw that. Further 10% of supply to find…not ideal. But we do very little refining here. It’s a problem

Offer what I can. Unfortunately I don’t have in the way of original thought…

lol. Gold

I’ll say it again…when Sparty fashion line?

I hear you. NBA knowledge worse than boxing. But in his last fights (not the YouTuber one) Tyson does not look like a man preparing like a demon. In his 40s it looks like mayweather is still boxing machine with no ego in the ring, just a desire to win, with no view to doing it fashionably

And you’ve just shown how little I know…

I’m no boxing expert, but I would not say that Tyson was an example of discipline across his whole career.

Ha. Never seen such discipline in one area (boxing) matched with such ill discipline (financial matters). Must be a very unique chap.

Burning man stylized….ever been?

That's a lot of money to spend on munitions to get extra oil revenue.....I'm not convinced this would be the thought pattern. That said i don't have a clear though pattern i can offer as a counter.

In fairness I could see myself doing that.

Thanks for sharing. Appreciate it