Ulti

https://brklyninvestor.com/2024/11/06/cash/ yay .. excellent read

https://podcasts.apple.com/us/podcast/grants-current-yield-podcast/id1207583745?i=1000673615724 one more guy who sees it

https://podcasts.apple.com/us/podcast/odd-lots/id1056200096?i=1000673411283 recent into with Koo .. bright guy

https://www.bloomberg.com/graphics/2024-nato-armed-forces/?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTcyOTE3MTY5NSwiZXhwIjoxNzI5Nzc2NDk1LCJhcnRpY2xlSWQiOiJTTEZLSUdUMEcxS1cwMCIsImJjb25uZWN0SWQiOiIxRDMwNURBMDVBNjE0QkE5Qjk1OEZDRkE5OEQ3Qjc3OCJ9.-OKgUTudbYEQL1OuvrDEnSjovI5vxNIBG_E-CIlUq2o Why Europe Is Unprepared to Defend Itself Hopefully readable and apologize if in the wrong subject...But it seems to me the combination of the deindustrialization, the cancer called European bureaucracy, and inability to defend itself bodes very poorly and makes Europe for the most part pretty uninvestable. https://www.pressreader.com/usa/antelope-valley-press/20241017/281629605732141 Hopefully this opens up.. George Wills latest column...politics aside ..Europe doesn't seem to be ready, is not getting ready and is like an ostrich with its head in the sand.

https://eig.org/wp-content/uploads/2024/09/Great-Transfermation.pdf interesting fleshing out of us government transfer of money … how it’s growing; areas of the country where transfers are rising the most, etc

https://www.kylepeasefoundation.org/#intro local in Atlanta… I personally know the founders and can vouch for how hard they work , and what great joy they bring to all the athletes that participate. And the vast majority of the money goes to the athletes and their experience

https://www.newyorker.com/magazine/2024/10/21/alexei-navalny-patriot-memoir excerpts from Navalny’s memoir…. I read this and realize how , paraphrasing Buffett , lucky I am to be living in the

https://www.geekwire.com/2024/zillow-adds-climate-risk-data-to-its-real-estate-listings/ I know maybe slightly off thread topic ….

https://www.dwarkeshpatel.com/p/daniel-yergin excellent interview about the 20 century oil with Pulitzer winner verging and where things are headed

This week, host Jason Bordoff talks with Dmitri Alperovitch about his new book “World on the Brink: How America Can Beat China in the Race for the 21st Century.” They discuss what the strategic challenges from China mean for American …. excellent podcast covering many aspects of the”Cold War “ with China

Ha … I’ve been saying this from day one…seems like both parties are 2 sides of the same coin…..both will lie cheat and sell their own mothers to win and accumulate power… Demorats just happen to be a little more subtle on this issue than the Trumplican mafiosi

https://www.prnewswire.com/news-releases/elliott-investment-management-sends-letter-to-the-board-of-suncor-energy-inc-301535415.html hes also done well with SU.. I’m curious if he was instrumental in bring in the CEO

https://www.washingtonpost.com/opinions/2024/08/02/jamie-dimon-2024-democracy/ good Op Ed…. JD for Treasury secretary

Worse was his doing away with the TPP https://obamawhitehouse.archives.gov/issues/economy/trade

Howard Marks sees the Fed fund rate eventually settling at 3-3.5%… transcript on Apple https://podcasts.apple.com/us/podcast/the-memo-by-howard-marks/id1521551570?i=1000660868145

https://edition.cnn.com/2024/07/03/business/china-bond-market-bank-crisis-svb-intl-hnk/index.html

https://www.reuters.com/business/energy/trans-mountain-oil-pipeline-just-shy-target-first-month-loadings-2024-07-01/

https://podcasts.apple.com/us/podcast/grants-current-yield-podcast/id1207583745?i=1000658817572 Bob’s making the rounds

Thanks SD. Is it true as stated in the article below that carbon capture will extend the life of wells for many more years ? https://oilprice.com/Energy/Energy-General/Carbon-Capture-Technology-Called-a-Boondoggle-for-Oil-Industry.html https://oilprice.com/Energy/Crude-Oil/80-More-Years-of-Oil-The-Big-Attraction-of-Carbon-Capture.html Full disclosure .. I purchased shares in SU May ' 23 because of the Richard Kruger hire..Thus my interest.

https://finance.yahoo.com/news/oil-sands-group-scrubs-website-174702907.html

Thanks SD … I was thinking along those lines in addition with the massive expense of the new pipeline thrown in.. all the parties would be unhappy with less revenue

https://www.reuters.com/sustainability/climate-energy/canada-oil-gas-emissions-cap-likely-curtail-production-report-says-2024-06-18/ I’m curious…. Does this really have a chance to pass with elections coming up next year? And how much damage will this legislation do? I plead ignorance of Canadian politics

https://podcasts.apple.com/us/podcast/the-view-from-the-israeli-right/id1548604447?i=1000659007063 Apple podcast provide a transcript

https://www.msn.com/en-us/news/world/china-is-losing-the-chip-war/ar-BB1nJVSw

For someone who got burned by regulators and the Supreme Court, and his now aversion to investing in banks because of this; I find it interesting that he invests in MLP… another highly regulated industry