Gamecock-YT

Tough to beat Reuters for what you described.

Must be a slow news day, got to love the 24 hour news cycle. If you want to read up on something that matters that isn’t getting any publicity anywhere look up the recent developments in Myanmar. More productive use of your time than caring about college kids protesting.

The Germans said the same thing about that one guy too

the problem is we are spending as if the music stopped. If the music ever does stop, even more spending will be required to support the economy. Traditionally when the economy is in good shape, government spending should decrease. The calculus has changed since the GFC/Trump's tax cuts/Covid. Now there's no interest by either political party to put the cat back in the bag because doing so would hurt their election chances. Conversely, this is how a government should be behaving:

If the repubs were smart they'd approve the funding but give it all in money to buy drones so the Ukrainians keep going after refineries. alas.....you figure they're so great at finding wedge issues to get their base to the polls that $4.00+ gas would be a slam dunk. Then again it is the repubs we're talking about. Maybe if a ruskie burns a trump bible while giving an abortion to an illegal immigrant.

The previous Sunday was the last edition

wasn't it geopolitical risks?

Some might call it "reputational risk" Having sat on investment committees, it's a real thing.

also teaches the dangers of fluoridation

Only American apps are allowed to corrupt the minds of Americans!

and I'm sure less KYC review as well

what's the old saying? you buy gold when people think of it as just a rock and you sell it when people think of it as something other than a rock.

Keep what I need for the next month or two in a money market account Rest is usually rolled in T-bills from 4-16 weeks in maturity for the added yield and the tax advantage Anything in brokerage tax free accounts I keep in a cash sweep or tempcash fund for the liquidity

149 pages lol

Not necessarily screens but you can get a lot of sector information just by reading a lot. Just this week you've seen Glencore and BHP cutting dividends. A lot of nickel mines are looking to shut down, or asking for government intervention, due to a supply glut coming out of Indonesia. So the mining sector seems interesting, maybe still a little early. There's already talk of a copper shortage in the next year or two. And as you mentioned O&G consolidation in the permian. Is it likely to spread to other areas? You're seeing consolidation even today in Williston basin/Bakken so early returns seem like so. I could see the canadian O&G companies getting in the act as the TMX pipeline becomes operational. But those are probably the two I'm focused on currently.