The Rational Cloning: Weekly Ideas #87

Tweets/Ideas That Make You Go… Hmm 🤔

Welcome to the 87th edition of the Rational Cloning Newsletter (Weekly Ideas Series).

Helping you discover the best ideas of others.

Happy cloning.

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Weekly Investment Ideas

Why Energy is a Fat Pitch here

Almost Longs #1

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Tweets That Make You Go… Hmm 🤔

• The pattern of drawdowns from the Strategic Petroleum Reserve since the beginning of 2021 is unsustainable.  The 283 million barrels released took 25 years to  accumulate.  Can these be replaced?  Will they?

• I don’t think there’s an appreciation of what it would take to get the US off natural gas.

• Why AI Will Save The World By Marc Andreessen

• Texas Instruments (TI) staying true to form when asked about AI: “We have an allergy in TI for big words like AI, IoT, and 5G, and all that.”

• Yesterday, someone opened new $COIN $50 weekly puts for $107,000. They were 19% OTM and expired in four days!!! Today, the SEC sued Coinbase, $COIN. Those positions are up big, nearly 2572%. They turned $100K to millions.

• Let's talk about and analyze the SEC vs. Binance lawsuit. Because I've never seen anything like this before. This is 136 pages of pure madness. One for the history books.

• The New Commodities Supercycle?

• “Odds provide the probability that a horse will win (implied performance) and the running of the race determines the outcome(actual performance). The goal is not to pick the race winner but rather the horse that has odds that are mispriced relative to its likelihood of winning”

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Check out previous issues of Weekly Ideas👇 

• The Rational Cloning: Weekly Ideas #71

• The Rational Cloning: Weekly Ideas #70

• The Rational Cloning: Weekly Ideas #69

• The Rational Cloning: Weekly Ideas #68

• The Rational Cloning: Weekly Ideas #67

The Rational Cloner’s Library

• The 2023 Game Plan

• Table of Contents

• Fertilizers

• Royalty Companies

• Tobacco

• Black Stone Minerals (BSM)

• Mosaic Musings #1: Tin [Molecule Crisis Series]

• Mosaic Musings #2: Disinflation → Inflation Inflection Point?

• Mosaic Musings #3: Royalty Companies: Inflation, I win; Disinflation, I Don’t Lose Much.

Authored Books

• Nick and Zak's Adventures in Capitalism: Words of Wisdom from the Nomad Partnership Letters

• The Little Book of Investing Ideas: A Curated Collection of Investing Wisdom