Playback speed×Share postShare post at current timeShare from 0:000:00/11When an industry can't find capital, the government is both investor/lender of last resort 6-22-2026All things financial...Jun 22, 202611ShareDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsHappy Father's Day! Cushing oil, Qatar LNG and AI jailbreaks. 6-21-202622 hrs ago • All things financial...The war is over, but it takes time for shortages & prices to return to peace. Oil & LNG constraints 6-19-26Jun 19 • All things financial...In silver, the futures market looks liquid, but the physical market asks, can the silver be delivered 6-18-26Jun 18 • All things financial...Policy is no longer made in abstraction; now decisions are made by location, logistics & resources 6-17-26Jun 17 • All things financial...The algorithm doesn't delete you, it disappears you. TikTok suppresses without suppression 6-15-26Jun 15 • All things financial...InP & Tungsten: effective supply chain leadership starts with mastering the fundamentals 6-12-2026Jun 12 • All things financial...SPVs, SPEs, SIVs let companies report earnings on steroids as it hides debt/risk in robot firms 6-10-26Jun 10 • All things financial...
