Brighton Capital
brightoncap.bsky.social
Brighton Capital
@brightoncap.bsky.social
Asset management with a focus on energy, agriculture and Pez dispensers. Minneapolis, MN.
In lighter Minnesota news, we stopped by the world's most expensive grocery store and saw these museum quality textiles on display. My guess was $50 each. They're $95. Check back later for a link to a GoFundMyThrowPillow account.
January 25, 2026 at 10:53 PM
Reposted by Brighton Capital
Minneapolis Police Chief Brian O'Hara: "People have had enough. This is the third shooting in less than 3 weeks. The MPD went the entire year last year recovering about 900 guns from the street, arresting hundreds of violent offenders, and we didn't shoot anyone ... this is not sustainable."
January 25, 2026 at 3:47 PM
Caddyshack was a documentary.
Bolsonaro supporters protesting and demanding that he is set free got hit by a lightning bolt, 3 persons are in hospital now.
🚨⚡ Um raio atingiu bolsonaristas em Brasília nesta tarde. Eles estavam aguardando Nikolas Ferreira no Memorial JK para um protesto pela soltura de Bolsonaro quando um raio atingiu a praça. Três bolsonaristas foram para o hospital.
January 25, 2026 at 6:56 PM
Front page of oligarch-owned and MAGA-infested Wall St. Journal (mgmt, editorial board, columnists).
January 25, 2026 at 4:48 PM
IDK this man or the organization, but that's more truth and courage than anything the bankrupt, corrupt NRA has offered in decades. / MN Star Tribune
January 25, 2026 at 12:34 AM
source: Star Tribune
January 24, 2026 at 4:33 PM
Baby, it's cold outside! True, we're having a cold spell but nationwide and winter to date it's been ~meh, same as last year and same as 30 yr average. We'll see what Feb brings.

GWHDD: gas and population-weighted heating degree day.
January 24, 2026 at 4:10 PM
1996 Porsche purchased for $112K. Now bid at $500K on Bring a Trailer, with plenty of time to go. No idea what it will bring but my inner ACKSHUALLY guy says:
January 24, 2026 at 1:55 AM
If this story is new to you, it's a good read for this winter storm weekend, and first time I've seen an article delve into the "Old Believers" in Russia.

Spirt animal might be @afarmerinohio.bsky.social who heats with wood and lives on potatoes. ;-)

www.theguardian.com/world/2026/j...
A century in the Siberian wilderness: the Old Believers who time forgot
The long read: In 1978, Soviet scientists stumbled upon a family living in a remote part of Russia. They hadn’t interacted with outsiders for decades. Almost half a century later, one of them is still...
www.theguardian.com
January 23, 2026 at 11:48 PM
These low-life, poorly trained thugs:

1. don't know how to respond to driver w/ med. emergency.
2. don't know how to secure weapons.
3. and after perhaps saving an ICE life, a commander tells detainees “But you need to tell everybody that we treated you kindly.”

www.startribune.com/detained-by-...
Detained by ICE, two women became first responders during agent’s seizure
The women say they guided agents through the emergency, later raising concerns about medical protocols, weapons safety and accountability.
www.startribune.com
January 23, 2026 at 11:41 PM
Silver - as someone else noted, it looks like the new crypto/degen gambling tool. It's nuts.

*This is the ETF, not the futures contract. Panels are ETF price, contract volume, option contract volume, option implied volatility.
January 23, 2026 at 9:58 PM
Silver, natural gas & crude oil are getting all the press, but let's focus on what's important - eggs!

Prices are 2x in 7 days. Good news for the chicken b/c feed & carton are paid for, i.e. she won't be molted or sent to Hen Heaven. Cover variable, contribute to fixed, wait for better days.
January 23, 2026 at 7:57 PM
Reposted by Brighton Capital
Ladies and gentlemen, the meritocracy
January 23, 2026 at 12:14 AM
Reposted by Brighton Capital
Was Bovino worried the child would steal his juice box?
Q: Do you have any moral or ethical qualms about detaining a five-year-old on his way back from preschool?

Border Patrol Chief Bovino: I've got no qualms about making America a safer place
January 22, 2026 at 9:53 PM
Reposted by Brighton Capital
And I'm a fucking atheist, girl
January 22, 2026 at 7:42 PM
If the weather people are right, it looks like those who bought the basic -20F windshield washer fluid (usually blue), and don't park in a heated garage, can breathe easy and won't need to find some emergency Everclear or isopropyl alcohol. :-)
January 22, 2026 at 1:41 PM
In capitalism, industries and end uses for raw materials come and go, except in US agriculture.

"Monte Shaw, exec director of Iowa Renewable Fuels Assn, said...the farm economy...crisis where farmers would be asking taxpayers for tens of billions of dollars in farm support payments (each year).
January 21, 2026 at 10:00 PM
Note the sticker on the thug mobile. "Only the most professional people with the best operational security."
Minneapolis 2026, Warsaw 1943
January 21, 2026 at 8:33 PM
Natural Gas: less than a week ago the Mar 31 inventory estimate was 2 trillion cubic feet, today it's 1.6T. That's a huge shift in a few days. Those who held a short position in futures (or short calls) over the weekend had their derrière handed to them.

Chart source: Celsius Energy
January 21, 2026 at 8:01 PM
Natural Gas: It's soaring and if you don't want to sleep for the next week or two, there is crazy volatility to buy or sell (or do it intraday, since there are daily options on NG now that exchanges have rolled out the welcome mat to gamblers). 🙁
January 21, 2026 at 5:35 PM
ICE: Picking up the "worst of the worst" is not the grand accomplishment they want the public to think it is. In many cases they just collected someone at a prison or on parole and deported them, which they've been doing for decades. Free link.

www.startribune.com/the-trump-ad...
The Trump administration calls them the ‘worst of the worst.’ Here’s what we found.
The federal government has identified only a fraction of the immigrants it has detained. Many have violent criminal records, but few were wanted by police.
www.startribune.com
January 21, 2026 at 4:47 PM
Straight up thugs. ICE knocked the phone from the officer's hand and...

"the officer eventually identified herself as a police officer to de-escalate the incident, though doing so is normally a violation of the department's policy... unidentified agents made no comment, no apology"
An off-duty Brooklyn Park police officer was stopped by federal agents who demanded proof of her citizenship, the city’s police chief, Mark Bruley, said Tuesday.

Video: Allison Kite/The Minnesota Star Tribune
January 20, 2026 at 9:34 PM
Need a break from awful news? Try @discontinuedfoods.bsky.social

Numbers 13 and 14 are perfecto as is No. 1 about mayo being generally pointless and sometimes disgusting (cook better! don't smother whatever taste was there!), although I make exceptions for deviled eggs and a couple of cold salads.
January 20, 2026 at 7:09 PM
Commodity Futures: this is one of those times where "safe" spreads can trade like an outright futures contract. Feb minus Mar natural gas shown, 1 ct on chart = $100. Same can happen corn-soy-wheat at rollover between a yr of abundance v. tightness
January 20, 2026 at 6:40 PM