The Rational Cloning: Weekly Ideas #75

Tweets/Ideas That Make You Go… Hmm 🤔

Welcome to the 75th 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 🤔

Morning Brew Daily @mbdailyshow

Silicon Valley Bank is imploding before our eyes here is how SVB threw 50 years of goodwill and $80 billion down the drain in just 30 hours

Mat Roiss @InvestRoiss

Victor Niederhoffer incredible documentary. Did 30% for 20 years then lost it all in a day.

youtube.comVictor Niederhoffer Documentary - English Subtitles - 1997FOR EDUCATIONAL PURPOSES. I do not own the rights!After rejecting the requests of 150 different media companies, Victor Niederhoffer granted one Japanese med...

Michael Green @profplum99

“$175bb in deposits, 93% uninsured. This is going to have some serious ramifications.” Forget the near-cash… now it’s cash becoming non-cash. How much got out, and who got it out, can very well determine who lives and dies in the startup scene.

Michael Green @profplum99

It's when the near-cash becomes non-cash that you need to worry... https://t.co/AEDnbbVJZg

Michael Kao @UrbanKaoboy

Musings of the Day, 3/10/23: Interesting reaction today in DXY, Bonds, Gold. Mkt seems to be saying this $SIVB banking scare is going to lead to a SYSTEMIC banking crisis, which would in turn lead to the Fed stopping in its tracks. I am NOT buying into this.

Michael Kao @UrbanKaoboy

Folks, I've been saying this a long time. STRUCTURAL INFLATION changes the calculus from one in which ZOMBIE COS can stay alive for long periods of time to a regime where they get a spike in the head. Absent full-blown contagion, don't be so sure the Fed rescues everyone.… https://t.co/nAYgFcZE3u

Michael Kao @UrbanKaoboy

The absence of Structural Inflation all these decades as allowed the Fed to be the Plunge Protection Team for the WORLD. Inflation’s return potentially presages an “every man for himself” dynamic, which is sobering.

Brandon Beylo @marketplunger1

Me scrolling Twitter after muting $SIVB from my feed. https://t.co/iIN6alqU1K

Jesse Felder @jessefelder

"At the end of the day the world is massively short energy. And the most effective form of energy to solve that problem is US natural gas." ft.com/content/bd6460…

Brandon Beylo @marketplunger1

Goehring & Rozencwajg Investor Letters are a MUST-READ for any Natural Resource Investor. They cover everything from oil to natural gas, base and precious metals, and agriculture. Here's a thread on the most important insights from their Q4 Investor Letter ... 🧵

The Rational Cloner @RationalCloner

Random Musings: The Winner Effect - The 'winner effect' is a term used in biology to describe how an animal that has won a few fights against weak opponents is much more likely to win later bouts against stronger contenders.

rationalclonerlibrary.substack.comThe Winner Effect - Implications for Stock Picking and MultibaggersWinners keep winning. Losers keep losing.

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Check out previous issues of Weekly Ideas👇 

• The Rational Cloning: Weekly Ideas #74

• The Rational Cloning: Weekly Ideas #73

• The Rational Cloning: Weekly Ideas #72

• The Rational Cloning: Weekly Ideas #71

• The Rational Cloning: Weekly Ideas #70

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