The Rational Cloning: Weekly Ideas #61

Just Tweets That Make You Go… Hmm 🤔

Welcome to the 61st edition of the Rational Cloning Newsletter (Weekly Ideas Series).

Helping you discover the best ideas of others.

Happy cloning.

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Tweets That Make You Go… Hmm 🤔

Jamie Heard @JamieHeard5

If I were a macro equity money manager what would some of the decisions I might be mulling? 🧵⬇️

Paulo Macro @PauloMacro

Lot of folks wondering what is going on with oil. Pretty simple. Shell Zydeco pipeline outage means more crude heading for Cushing. This starts liquidation in the front. TI timespreads that specs are long (playing widening backwardation from China reopening) begin stopout. 1/4

Joe Weisenthal @TheStalwart

People are already trading FTX depositor claims. I talked to @ThomasBraziel who said he purchased an $8 million deposit at 3 cents on the dollar. He said he's currently seeing deposits on offer for between 5 and 8 cents on the dollar

bloomberg.comPeople Are Already Buying Depositor Claims on FTXCrypto distressed buyers get active

Richard Bernstein Advisors @RBAdvisors

If there is indeed a #recession looming it would be the first one ever correctly forecasted by economists’ consensus. (Chart: TheDailyShot @SoberLook)

Rich Howe @stockspinoffss

Just went through my spin-off watch list for insider buying. There were 4 names with notable insider buying:

ʎllǝuuop ʇuǝɹq @donnelly_brent

Awesome chart from BofA

Nassim Nicholas Taleb @nntaleb

There is no such thing as a "liquidity" crisis with cryptos. A liquidity crisis is for something that has some hard intrinsic value. This is just a crisis.

Stephen Geiger @Stephen_Geiger

Warren Buffet and Charlie Munger on crypto in 2018. Absolutely nailed it. Turns out the old guys actually know what they’re talking about… who knew.

Fascinating @fasc1nate

Broken ice and a lone penguin make for a thrilling adventure.

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Check out previous issues of Weekly Ideas👇 

• The Rational Cloning: Weekly Ideas #60

• The Rational Cloning: Weekly Ideas #59

• The Rational Cloning: Weekly Ideas #58

• The Rational Cloning: Weekly Ideas #57

• The Rational Cloning: Weekly Ideas #56

And check out previous issues of Mosaic Musings (now The Rational Cloner’s Library)👇

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

• Mosaic Musings #2: Disinflation → Inflation Inflection Point? [Inflation Crisis Series]

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

The Rational Cloner’s Library

• Table of Contents

• Fertilizers

• Royalty Companies

• Tobacco

• Black Stone Minerals (BSM)

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