Brighton Capital
brightoncap.bsky.social
Brighton Capital
@brightoncap.bsky.social
Asset management with a focus on energy, agriculture and Pez dispensers. Minneapolis, MN.
Time flies. I thought the Kyle Bass nickel story was from a couple of years ago. It's from 2011 and there are news kids in town - subject of this story has nickels and pennies.

www.gate.com/news/detail/...
Texas Man Goes Full Metal: Investor Drops $250K on 5 Million Nickels to Hedge Inflation | Coinpedia on Gate Square
**In an era of digital everything, Texas investor and Opinion Casino newsletter operator Kyle Mitchell just made a decidedly analog move—buying 5 million U.S. nickels weighing 55,000 pounds and storin
www.gate.com
November 15, 2025 at 12:12 AM
"Infinity" - I like that enthusiasm.

AFAIK, it illegal to sell pre-1982 pennies to copper scrap dealers and refiners but for some reason 90% silver received an exception b/c there has been a "junk silver" market for a long time.
November 15, 2025 at 12:03 AM
I had to look that up. 29 y/o facing 7 yrs in prison (perhaps less if made a plea deal), kills himself instead. That's a bad trade.
November 14, 2025 at 5:49 PM
I wonder if we'll get a layer inventory report ~Nov 22. They skipped Oct. Price signal is telling us something, but it's also a period of time when prices typically increase.

We don't know how many chickens we have! 🔥 ⏰

P.S. Baking chocolate (bar) and choc chips may cause some angst.
November 14, 2025 at 4:29 PM
Yeah, his career ended very quickly.
November 12, 2025 at 5:35 PM
My Mom used to enjoy his programs and bought a couple of his cookbooks, but when the sexual abuse of minors story came out, they all went straight into the trash.
November 12, 2025 at 5:29 PM
I read about 2 large data ctrs in Silicon Vly waiting a year or more for power. Another snippet said a Microsoft data center is complete and the GPUs are underutilized b/c not enough power. Those depreciate quickly!

Masters of the universe should have planned better.
November 12, 2025 at 3:15 PM
South Dakota sends the worst people to DC.
November 11, 2025 at 1:24 AM
They're "Unsalted and Shark Free" just like the t-shirt says.

Dont be a hater.
November 11, 2025 at 1:20 AM
Bought my first "Roma tomatoes" aka hockey pucks from Mexico yesterday. I just can't do it. It's back to denial season or paying up for Midwest or Ontario greenhouse-grown.
November 10, 2025 at 8:03 PM