Brighton Capital
brightoncap.bsky.social
Brighton Capital
@brightoncap.bsky.social
Asset management with a focus on energy, agriculture and Pez dispensers. Minneapolis, MN.
The people that owned this German restaurant understood marketing. Sure, there are balls 25x larger but they're in Timbuktu MN, KS, WI and elsewhere.

This was indoors and in a large population ctr and it didn't deteriorate and droop with age. #Smart
November 15, 2025 at 2:48 PM
Investing: I've made some bad decisions, but they never consumed as much energy as collecting, weighing, packaging, storing and marketing (including dealing with Craigslist flakes) 70,000 pennies for two cents each, presumably a 100% gain on pennies minted between 1959 and 1982, all for $700.
November 14, 2025 at 11:27 PM
Canadian of no fixed address hops on bus, drives, gets help w/ directions, no accidents, and...

**He even went as far as to deny someone looking to board with an expired bus pass, police said**

No freeloaders on my stolen bus!

Good brand (polite, mostly follow the rules) they have up 'der.
November 14, 2025 at 10:25 PM
Nov 14th, 69F in Minneapolis, nat gas inventory even with last yr, 4.5% above 5y avg. Jan futures, $4.72, a $7.00 call expiring just after Christmas is trading at 75 pts ($750), 87.3% IV, 2 SDs away from current price, 4% chance of being profitable for buyer, 96% chance for seller. Strange times.
November 14, 2025 at 8:51 PM
This guy is supposed to figure out physics (the unique challenges when playing ball in Denver) when he couldn't figure out how to avoid QB disasters at the Cleveland Browns?

www.wsj.com/sports/baseb...
November 14, 2025 at 6:37 PM
Eggs! From a low base, wholesale prices have doubled in one month. If you can still find $2/doz in a store, get ya' some.
November 14, 2025 at 4:10 PM
Once again, the cure for high prices is high prices.

Cocoa beans, USD/metric tonne
November 14, 2025 at 3:00 PM
Shout out to International Harvester refrigerators, some still going strong after 75 yrs.

(my subtitle for this story. "Typical Midwestern bachelor farmer. Net worth $3M in land, still lives like a hermit)

www.startribune.com/tolkkinen-in...
www.startribune.com
November 13, 2025 at 5:25 PM
Taco Tuesday, 2019 price version.

Not bad. This is from a higher end chain. I'm going to be like the Grandpa Simpson .gif where he enters a restaurant and immediately exits, but I'll have a lb of beef in my hands. Rinse & Repeat. ;-)
November 13, 2025 at 3:09 PM
Reposted by Brighton Capital
Cocoa futures eased toward $5,600/tn, a level not seen since February 2024.

There's some good news ahead of the holidays!

A 55% chocolate plunge.
November 12, 2025 at 7:14 PM
Reposted by Brighton Capital
Our foreign policy, if that is still the right concept, has three pillars: alienate allies, encourage enemies, and take bribes.
November 12, 2025 at 4:49 PM
Trade mag ad. IMO "oil is life" is better suited for ExxonMobil or @roryjohnston.bsky.social. And for a food ingredient firm to come out swinging with a bold "tallow is back" it's an admission that "fat is life" won't sell.

Anyway, for fans of science and alliteration: LIPIDS ARE LIFE rocks.
November 12, 2025 at 4:04 PM
ketchup-throwing orange monkey is supposed to know something about real estate, the long decline of department stores, and maybe proper names for the shopping street a stone's throw from the T-branded and bankrupt-at-inception hotel & condo tower.

www.wsj.com/real-estate/...
November 11, 2025 at 6:56 PM
Reposted by Brighton Capital
Having shitty, corrupt, thuggish cops is expensive.

Not for the cops I mean. But for the taxpayers.
November 11, 2025 at 5:55 PM
Private equity managed to drive a 70-year-old MN home renovation company into the ground during boom times for this type of work (co. in snip below is part of Renovo Home Partners in the original post).

Everybody thinks they're going to be the next Wayne Huizenga of the roll-up world.
November 10, 2025 at 7:34 PM
"Once the divinity of doctrine has been questioned there is no return to perfect faith"

-Barbara Tuchman writing about Moltke the Younger, the German in charge of executing the Schlieffen Plan in the early days of WWI.
November 10, 2025 at 6:28 PM
Good article on navigating our !@#$% DIY healthcare system and excellent news from Mr. Cullen on the personal health and kicking a bad habit front. 🥂 👍
November 10, 2025 at 5:00 PM
Investing/Trading advice for non-professionals, non-weather geeks: don't buy (or sell) natural gas on a Sunday night during heating season. Your chances of waking up poorer are pretty high.
November 10, 2025 at 2:58 PM
Getting up in middle of night to wait in line for a cup. H/T to witness who obv is a fan of the Big Lebowski.
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“This grown man was fighting... He was literally fighting with these young girls.”

“I’m done,” she said. “If the bear wants me, it’ll find me.”

www.wsj.com/business/hos...
The Bear Cup That’s Causing Brawls at Starbucks
When the coffee chain introduced a limited-edition ‘Bearista’ holiday cup this week, supply quickly ran out. Customers are in open revolt, and resellers are cashing in big.
www.wsj.com
November 8, 2025 at 9:58 PM
Supply & Demand 101, and this time the widgets are 90% silver dollars (US Morgan dollars). At current silver prices they're worth ~$35/each in melt value, everything above that is collectible value.

*legend at bottom is the grade on a 1-70 pt scale.
November 8, 2025 at 3:04 PM
MSTR & Bitcoin: If I understand this correctly, the only way to pay 10% interest on a non-income producing asset is for that asset to continue rising in price and still you have to sell some occasionally to make those payments (or dip into whatever is in corp treasury). Works until it doesn't.
November 8, 2025 at 2:48 PM
Time flies... 23 yrs ago it was big news when Target opened a temporary Christmas store on a boat docked at a Manhattan pier (story link). Today, you can find eggs (it's always about eggs) for only $2.29 at numerous Manhattan stores, including the Upper East Side

www.nydailynews.com/2002/11/10/t...
November 7, 2025 at 5:13 PM
"Lowly" soybeans? How dare they! China first cultivated them ~8000 years ago, the US exports more $ in soybeans than in airplanes, and without soybeans chicken, eggs and pork would be more expensive (less fried food would be a good thing, though).

www.wsj.com/finance/comm...
How the Lowly Soybean Got Trapped in the Crossfire of the U.S.-China Trade Wars
Farmers from the heartland have come to depend on Chinese consumers for their livelihood, handing Beijing a potent weapon as it negotiates with Trump.
www.wsj.com
November 7, 2025 at 2:43 PM
Hmm. None of the multi billionaire-MAGA-libertarian-authoritarian-we need to make things in this country people wanted to do the hard work of running a Pennsylvania-based steel company? You'd think it would fulfill their Randian wet dreams. Poseurs, all of them. #ReardenSteel
Looks like Nippon Steel has some regrets over its acquisition of U.S. Steel:

www.reuters.com/world/asia-p...
November 6, 2025 at 1:17 PM