Lawrence McDonald
@Convertbond
NY Times Bestselling Author, pick up "When Markets Speak" on Amazon. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
.@nfergus Special thanks to the greatest financial historian that’s ever lived. #SummerReading #Bestseller
About 0.001% of people seem to appreciate this crucial point
🚨 ELON MUSK: "Batteries are going to be a massive thing. The scale of battery demand, I think not that many people appreciate just how gigantic the scale of battery demand is. The sustained power output from the US grid is around 1 TW, but average usage is less than half of it.…
AI growth estimates are pure fiction without a U.S. Power Grid rebuild…
Largest U.S. Power Grid Issues "Max Generation Alert" zerohedge.com/commodities/la…
Europe continues to turn a blind eye to Chinese coal. China, which accounts for 17% of the world's population, consumes 56% of the world's coal. That's the biggest threat to climate change.
The EU-China cooperation on climate can set a global benchmark. So our joint press statement is an important step forward. We will work together to make COP30 a success.
This could be really fun.
Trump is going to the Federal Reserve tomorrow, according to his schedule. Only three presidents have visited the Fed. FDR when its HQ building opened in 1938, Ford when a buddy of his became a governor, and George W. Bush for the swearing in of Ben Bernanke.
$BAC stock up 46% since April, 100% off the 2022 recession fear lows. Let’s buyback our stock. The genius of “stress tests.”
*BANK OF AMERICA AUTHORIZES $40 BILLION STOCK BUYBACK PROGRAM
Lithium - See our recent @MacroVoices segment here. youtu.be/yMORZTBK6ng?si…
Let the lithium party last forever
Direct lenders when the sponsor toggles to PIK for the 6th consecutive quarter
Contact @Convertbond if you’re a private equity fund, fund of funds or high net worth family office and you’re interested in understanding the graphene market and learning about private equity opportunities in the space.
End of grok thread on hydrograph which has a market cap sub $100 mln usd today. Grok saying $9b to $25b by 2035. Well imho. It could be much more and I’m reaching out to the company and willing to talk publicly about my desire to have a private equity fund relationship with…
2025 Power Nuclear $NUKZ +46% Metals $XME +32% Big Tech $QQQ +10% Mag 5 $MAGS +5% Bloomberg data.
Momentum massive Small craps, quality & value stinking US factor performances this year
Dear CFA - Never get on the wrong side of the - Bloominator.
The CFA Institute is no longer the outstanding organization it was when I joined upon earning my charter 31 years ago. If you are a CFA charterholder and have not yet voted your proxy (deadline this Monday the 21st at noon Eastern) or may consider changing your vote, or are…
The Fiscal and Monetary Response Covid / SIVB 2020-2024: $16T Lehman 2008-2011: $4T *Source: "When Markets Speak".
Hang it in the Louvre …