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Oil!
Nov 5, 2008

Der's e'rl in dem der hills!


Ham Wrangler

bob dobbs is dead posted:

solving bank runs is playing the dont think about elephants game for keeps. you need to have elon do some whacky hijinks or kanye say some poo poo. the fact that yellen had an important testimony thing in the first place means they have already lost

ConocoPhillips is breathing a huge sigh of relief that the Willow decision came out early this week.

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Oil!
Nov 5, 2008

Der's e'rl in dem der hills!


Ham Wrangler

pseudanonymous posted:

There was a dog in my 2nd round panel interview for a leadership role last week.

What better judge of character is there?

Oil!
Nov 5, 2008

Der's e'rl in dem der hills!


Ham Wrangler
Folding Ideas came out with his 2.5 hour long video about Gamestock and the crazy investment landscape that came from it.

https://www.youtube.com/watch?v=5pYeoZaoWrA

Oil!
Nov 5, 2008

Der's e'rl in dem der hills!


Ham Wrangler
Ohtani's arrangement is almost 100% to reduce the luxury tax hit to the Dodgers to be able to win a championship. He is going to make $30+ million a year in sponsorships that aren't likely to be deferred.

Oil!
Nov 5, 2008

Der's e'rl in dem der hills!


Ham Wrangler

Ubiquitus posted:

That’s one thing I’ve never understood in this country that has endless land between cities - why the jimminy cricket is there not a separate trucks only lane that all trucks must be in parallel to the regular highway that they have to use?

Deal, but instead of 30' of concrete and asphalt, how about 4 lines of solid steel set on timber and gravel?

There are very few instances where trucks make sense for long distance transport that rail (large volumes, low time sensitivity) or air (small volume/weight, needs to get there yesterday) can't fill.

The real reason is that there isn't enough demand for an extra lane and trucks still need to pass each other. A dedicated truck lane would also need to be repaired 4x as often because of the weight.

Oil!
Nov 5, 2008

Der's e'rl in dem der hills!


Ham Wrangler
I was at a conference last week about carbon accounting and CCUS for oil and gas and lol, lmao. Using the 45Q tax credits ($50-180/ton), you can offset all corporate taxes with about 50% of the CO2 being disposed. Luckily the government estimates a max of 2%. It is also nearly impossible to finance these projects because there is no long term guarantee of a revenue stream if you keep disposing of the CO2.

Oil!
Nov 5, 2008

Der's e'rl in dem der hills!


Ham Wrangler
Yeah, there is a lawsuit going on that is essentially this. A couple traders at Jane Street left, went to Millenium and started doing the same trades that they discovered at Jane Street. Most hedge funds/banks/trading houses have a "non-compete" where they pay the person to not work for 6-12 months, which usually is long enough for their inside information to go stale. Jane Street doesn't and the obvious thing happened.

https://newsletterhunt.com/emails/57322

Oil!
Nov 5, 2008

Der's e'rl in dem der hills!


Ham Wrangler

Leperflesh posted:

and the landscape will look vastly different in 2034 than it does in 2024.

Most notably it will be littered with the collapsed road infrastructure that can't support a fleet 80% made of 3.5+ ton electric trucks and SUVs.

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Oil!
Nov 5, 2008

Der's e'rl in dem der hills!


Ham Wrangler

KYOON GRIFFEY JR posted:

this is super overstated, yeah the Hummer weighs 9k lbs but here's the curb weight of a bunch of the most popular EVs:

Model 3 - 4000
Ioniq 5 - 4800
Mach E - 4900
Blazer - 5500
EV9 - 5800 (the EV9 is fuckin huge)
ID4 - 4900

so they're like roughly the weight of a quarter ton truck which is already the predominant vehicle type on american roads

The problem is that most of the top selling vehicles are quarter ton trucks or SUVs of a similar size. People won't give up their emotional support F-150 to convert to an electric sedan.

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