Brighton Capital
@brightoncap.bsky.social
Asset management with a focus on energy, agriculture and Pez dispensers. Minneapolis, MN.
Question for farmers - is harvesting 7 rows instead of 8 considered a "last pass of shame" (due to a mistake earlier, I think) or does that only apply when the last pass is harvesting a single row and the mistake is obvious to everyone? ;-)
Story link, free:
www.startribune.com/us-agricultu...
Story link, free:
www.startribune.com/us-agricultu...
November 16, 2025 at 8:16 PM
Question for farmers - is harvesting 7 rows instead of 8 considered a "last pass of shame" (due to a mistake earlier, I think) or does that only apply when the last pass is harvesting a single row and the mistake is obvious to everyone? ;-)
Story link, free:
www.startribune.com/us-agricultu...
Story link, free:
www.startribune.com/us-agricultu...
Congratulations, Bitcoin Bro, you think it's clever but it's simply Thermodynamics 101 and a slight twist on the well-established practice of industrial cogeneration (using waste heat). <shrugs>
November 16, 2025 at 7:12 PM
Congratulations, Bitcoin Bro, you think it's clever but it's simply Thermodynamics 101 and a slight twist on the well-established practice of industrial cogeneration (using waste heat). <shrugs>
@ucbearcat92.bsky.social If Ben W's boy had arrived in Indiana a couple years later. Life is funny sometimes...
November 16, 2025 at 6:52 PM
@ucbearcat92.bsky.social If Ben W's boy had arrived in Indiana a couple years later. Life is funny sometimes...
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
This was indoors and in a large population ctr and it didn't deteriorate and droop with age. #Smart
This 850-pound ball of string from Haussner’s Restaurant can now be yours
This 850-pound ball of string from Haussner’s Restaurant can now be yours
The gigantic ball of string from Haussner’s Restaurant, the longtime German eatery in Highlandtown, is up for auction.
buff.ly
November 15, 2025 at 2:48 PM
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
This was indoors and in a large population ctr and it didn't deteriorate and droop with age. #Smart
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
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.
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.
**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
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.
**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.
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
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.
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...
www.wsj.com/sports/baseb...
November 14, 2025 at 6:37 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...
www.wsj.com/sports/baseb...
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
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.
Once again, the cure for high prices is high prices.
Cocoa beans, USD/metric tonne
Cocoa beans, USD/metric tonne
November 14, 2025 at 3:00 PM
Once again, the cure for high prices is high prices.
Cocoa beans, USD/metric tonne
Cocoa beans, USD/metric tonne
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...
(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
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...
(my subtitle for this story. "Typical Midwestern bachelor farmer. Net worth $3M in land, still lives like a hermit)
www.startribune.com/tolkkinen-in...
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. ;-)
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
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. ;-)
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. ;-)
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.
There's some good news ahead of the holidays!
A 55% chocolate plunge.
November 12, 2025 at 7:14 PM
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.
There's some good news ahead of the holidays!
A 55% chocolate plunge.
Reposted by Brighton Capital
Our foreign policy, if that is still the right concept, has three pillars: alienate allies, encourage enemies, and take bribes.
"The United Kingdom is no longer sharing intelligence with the US about suspected drug trafficking vessels in the Caribbean because it does not want to be complicit in US military strikes and believes the attacks are illegal" edition.cnn.com/2025/11/11/p...
Exclusive: UK suspends some intelligence sharing with US over boat strike concerns in major break | CNN Politics
The United Kingdom is no longer sharing intelligence with the US about suspected drug trafficking vessels in the Caribbean because it does not want to be complicit in US military strikes and believes ...
edition.cnn.com
November 12, 2025 at 4:49 PM
Our foreign policy, if that is still the right concept, has three pillars: alienate allies, encourage enemies, and take bribes.
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.
Anyway, for fans of science and alliteration: LIPIDS ARE LIFE rocks.
November 12, 2025 at 4:04 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.
Anyway, for fans of science and alliteration: LIPIDS ARE LIFE rocks.
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/...
www.wsj.com/real-estate/...
November 11, 2025 at 6:56 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/...
www.wsj.com/real-estate/...
Reposted by Brighton Capital
Having shitty, corrupt, thuggish cops is expensive.
Not for the cops I mean. But for the taxpayers.
Not for the cops I mean. But for the taxpayers.
Breaking: Marion County agrees to pay out $3M for newspaper raid, express regret kansasreflector.com/2025/11/11/m...
Marion County agrees to pay out $3M for newspaper raid, express regret • Kansas Reflector
A handful of county-level officials who were involved in a small-town Kansas newspaper raid in 2023 will pay a cumulative $3 million to three journalists and a city councilor.
kansasreflector.com
November 11, 2025 at 5:55 PM
Having shitty, corrupt, thuggish cops is expensive.
Not for the cops I mean. But for the taxpayers.
Not for the cops I mean. But for the taxpayers.
Private equity managed to drive a 70-year-old MN home renovation company into the ground during boom times for this type of work (co. in snip below is part of Renovo Home Partners in the original post).
Everybody thinks they're going to be the next Wayne Huizenga of the roll-up world.
Everybody thinks they're going to be the next Wayne Huizenga of the roll-up world.
November 10, 2025 at 7:34 PM
Private equity managed to drive a 70-year-old MN home renovation company into the ground during boom times for this type of work (co. in snip below is part of Renovo Home Partners in the original post).
Everybody thinks they're going to be the next Wayne Huizenga of the roll-up world.
Everybody thinks they're going to be the next Wayne Huizenga of the roll-up world.
"Once the divinity of doctrine has been questioned there is no return to perfect faith"
-Barbara Tuchman writing about Moltke the Younger, the German in charge of executing the Schlieffen Plan in the early days of WWI.
-Barbara Tuchman writing about Moltke the Younger, the German in charge of executing the Schlieffen Plan in the early days of WWI.
November 10, 2025 at 6:28 PM
"Once the divinity of doctrine has been questioned there is no return to perfect faith"
-Barbara Tuchman writing about Moltke the Younger, the German in charge of executing the Schlieffen Plan in the early days of WWI.
-Barbara Tuchman writing about Moltke the Younger, the German in charge of executing the Schlieffen Plan in the early days of WWI.
Good article on navigating our !@#$% 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
Good article on navigating our !@#$% DIY healthcare system and excellent news from Mr. Cullen on the personal health and kicking a bad habit front. 🥂 👍
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
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.
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.
--------------
“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...
--------------
“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
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.
--------------
“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...
--------------
“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...
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.
*legend at bottom is the grade on a 1-70 pt scale.
November 8, 2025 at 3:04 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.
*legend at bottom is the grade on a 1-70 pt scale.
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
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.