Join the world’s toughest valuation training How do we get the copper out of the rock? Mining 🧵 /E3DVD77EIM Depending on the size of battery, an electric bus can use between 224 and 369 kg of copper. One ton of ore generates a maximum 6 to 10 kilograms of copper. This 1 ton rock contains between 0.6 and 1 per cent of copper. Click on the image below and read the thread. One ton of ore generates max 10kg of copper: Another educational thread on the dirty business of the green transition. Why do investors keep destroying wealth? Can it be just a desire to be a “member of the club?”
IMO the greatest anomaly in finance is despite horrific performance hedge fund assets have grown about 15x over past 30 years. Hedge funds perform terribly still, people buy them: Interestingly, the assets managed by hedge funds have increased massively over the past 30 years, even as their performance has been terrible. It’s also one of the best examples of the double-edged sword (risk) in investing. This is the cumulative performance of Softbank’s Vision fund since 2017. Ouch! He lost it all in the dotcom bubble as well. Masa Son is the undisputed master of tech bubbles: Took US$1bn to US$66bn and then down to a loss of US$7bn. Typically, the estimate comes down by around 800 bps during the year, so that implies earnings growth of around -5% for 2023.
This will likely get worse before it gets better. We’re likely to see further earnings downgrades.Įarnings slide? The 2023 growth estimate has now flipped into negative territory (-1.1%). Typical exceptions are when the earning growth has actually turned negative, and analysts tend to become overly pessimistic. iralGtZDfVĪnalysts are forecasting earnings contraction: Analysts are generally overly optimistic and seldom forecast negative earnings growth on an aggregate level. I see this stat popping up on my feed a lot lately.Ī short thread. credit card debt reached a new high of $930 billion. Still, the credit card debt is below the 2010-2020 averages relative to GDP and total household assets. It’s worth noting that it’s accelerating. US credit card debt reaches new heights: Credit card debt is getting close to US$1trn in the US. One ton of ore generates max 10kg of copper.Hedge funds perform terribly still, people buy them.Masa Son is the undisputed master of tech bubbles.Analysts are forecasting earnings contraction.US credit card debt reaches new heights.The event is expected to take place in the first or second quarter of 2022.
#LYN ALDEN TRANSITION UPGRADE#
The merger is a highly anticipated event for Ethereum as the upgrade confirms the transition to a proof-of-stake (PoS) consensus mechanism. Ironically, it might be one of those who sell the news events that has a lot of anticipation and then a catalyst to cool off for a while. This part of ETH is pretty profitable and a lot of investors will take profits, so I’m not sure about what happens after the merger. “I think once the merger is complete and unlocked it could lead to a massive sell-off. However, Lyn Alden is also concerned about the sell-off if this locked ETH opens. Those who deposit ETH into the smart contract are trying to become validators for the next iteration of Ethereum. The Etherscan Distributed Ledger Explorer shows that investors have locked 8,793,458 ETH worth $ 35.43 billion in the smart contract. I haven’t tested in a couple of weeks, so overall it’s a bullish catalyst. I mean, there is more than 8 million ETH in that contract now. One thing that I looked at is that Bitcoin is getting out of the exchanges pretty quickly, but Ethereum is getting out of the exchanges a little faster, in part because it goes on that contract.īasically, an illiquid supply is forming and as long as it continues it should be a pretty strong bullish variable.
Once you lock the coins they will stay there until something changes or until the merge is complete. You started Beacon Chain about a year ago and are entering into a staking deal. “What I’m looking at is the Ethereum key contract. In a new interview on the YouTube channel Investment Made Simple, Alden to explain why the amount of ETH contained in the Ethereum 2.0 staking contract serves as a bullish indicator. Macro-investment strategist Lyn Alden points to an overlooked factor that could catalyze Ethereum’s price spike in 2022.
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