John
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roqueig.bsky.social
John
@roqueig.bsky.social
Brewery Enthusiast. Stetson Collector. Hedge Fund Manager. Philly Sports Optimist…
Opposite price action today
November 24, 2025 at 9:09 PM
It's interesting - obviously China wanted it out there that the call was about Taiwan, maybe to see how media / other politicians react to that information. Obviously, as the article states, the goal is to get Trump into China next year for an in-person charm offensive
November 24, 2025 at 8:47 PM
"For local residents and businesses, it means an estimated $1 billion in cost-savings over the life of the contract without bearing any project risks."
November 24, 2025 at 8:15 PM
"In total, the new project will add up to 3 gigawatts of new capacity, which goes beyond serving only Amazon's needs of 2.4 gigawatts. This additional generation helps to enhance grid reliability for all of NIPSCO's customers... "
November 24, 2025 at 8:14 PM
As a Brazil national team fan, you already see that type of managing paying off, especially compared with previous managers.

Can it deliver in the World Cup? Tbd...
November 24, 2025 at 3:13 PM
Probably a missed hold (maybe?), maybe called if Saquon cuts up field, you don't think he could've gone north there?

**Big fan of your work
November 24, 2025 at 2:09 PM
Do you have this number for just Saqoun runs?
November 24, 2025 at 1:17 AM
Mainly 2008
November 21, 2025 at 8:30 PM
Do you know CDS spreads from those period?
November 21, 2025 at 8:29 PM
relevant
November 21, 2025 at 3:01 PM