Extended Summary
SVF Investment 2
the census Bureau is still catching up. this is 6.2 percent above the revised November estimate of 1,322,000. single-family housing starts in December were at a rate of 981,000.a tiny stock exchange that had spiked like a meme stock through February is down 7.5% for today at the moment. in 2024, the US imported about 0.5 million barrels per day of crude oil and condensate through the Strait of Hormuz, the lowest in nearly 40 years. 2.8 MMb/d were finished motor gasoline, distillate, jet fuel, and petroleum coke.the peak of the SPR was in 2011 and then oil was released in small amounts over time. joey biden Wolf Richter says: mar 9, 2026 at 9:31 am.reply TSonder305 says: Mar 9, 2026 at 10:40 am Your comment is either uninformed or disinformation. the mission in Iran is morphing into a repeat of the IRAQ debacle of 2003 or worse. petrochemical prices in the us are a massive... campaign donor to every single Republican president since the 80s.reply TSonder305 says: Mar 9, 2026 at 10:18 am Partially because its a world market. congress lifted the ban on crude oil exports originally signed into law in 1975.TSonder305 says: Mar 9, 2026 at 3:36 pm TSoned305. TSonned305 says its a combination of ZIRP/money printing and belief that the Fed will return if the stock market drops.a new paper traces how the united states is a nation of moderates ruled by a fringe of extremists. the paper shows how the u.s. post more than moderates in the 2020s, including the right and the left.a progressive criminal-justice “reform” back in 2014 made that harder. one paper claiming that staffers are more moderate than politicians in general.the price of WTI futures dropped to an absurd negative -$37.63 per barrel in April 2020. only 2% of the US petroleum liquids consumption came through the Strait of Hormuz in 2024, the lowest in 40 years. today plunged by 16% back to $2.69, and at one point as low as $2.55.Reply kramartini says: Mar 10, 2026 at 9:16 pm We always have the option to stop exploring Reply Eric86 says. if Europe is willing to pay $200/barrel, do you really think that preventing exports would happen?reply DP Penn says: mar 10, 2026 at 7:40 am Running a business is just so much fun when you have no clue what your costs will be tomorrow. the economy is growing, productivity jumped over 4%, and companies keep investing billions.a number of recent polls have her approval rating anywhere from the low 60s to the high 70s. the polls find even greater support among young Japanese voters.Ed Perks: i think the first thing is really kind of understanding who you are as an investor. he says a lot of people think about investing in convertibles, which are hybrids with fixed income characteristics and have an equity tie as well. perks says he thinks hes a big fan of the idea of investing in a convertible.treasuries, agency mortgage backed securities, corporate bonds and, and high yield corporate bonds are the most compelling risk adjusted income opportunities today. if youre a big investor, youll be able to get a lot of exposure. you cant afford to buy a high yield investment grade dividend equities.if we can pursue investments in their common stock, maybe theres a two to 3% dividend yield. if something is being called away, its that it was too generous and now theyre refinancing at a more attractive rate.the move towards more passive exposures has maybe exacerbated some of these dynamics around particularly the, the mega cap stocks, the market weighted indices and, and the average stock. the move to more passive investments has maybe exacerbated some of the dynamics around.a lot of the outperformance of non-US equity markets in 25 did happen during that period of time. the vic in the VIX index, which many investors will go to when they want to see implied volatility back to the levels it was at in February of 2025.