Shifting balance in oil output and post-oil days

Even without #Venezuela’s inner struggles, the growing US #oil output is shifting the balance of oil production, globally. I find more interesting to look at the oil-rich Countries that are #futureproofing their current competitive advantage for the post-oil days, like #Norway https://t.co/I4O8Nhmq0P

— Mara Thon (@mezzamaratona75) March 16, 2018

The rise of Cobalt

Cobalt price hits highest level since 2008 on electric car demand https://t.co/kcRvMR3OkV via @financialtimes #cobalt $KBLT

— Cobalt 27 Capital (@cobalt27capital) March 9, 2018

Debt and bulls rise together

..and isn’t it counterintuitive ? The right wing would expect that when the #market does well for years, wealth is redistributed and enough taxes are paid to reduce the #debt, but no. The fat cats get greedier and the middle class and low income take the hit. #ResponsibleInvestor https://t.co/u6BNGvw30O

— Mara Thon (@mezzamaratona75) March 12, 2018

Capital depreciation vs dividend

$BKCC is up 9% today on #earnings beat. This has be a great low-risk stock for me over the years: even in periods of capital depreciation the >10% dividend has returned more than #bonds | BlackRock Capital Investment declares $0.18 dividend $BKCC https://t.co/cEEYEQz4EB

— Mara Thon (@mezzamaratona75) March 8, 2018

US operating on a Chinese credit card

The #usa are operating with a #chinese and a #japanese credit card: how #sustainable is that ? pic.twitter.com/5rCaRa3EgJ

— Mara Thon (@mezzamaratona75) February 21, 2018

A Californian growth stock on a tear

Great to see that the talents of $PANW are being recognised by the market after the latest #earnings beat | Palo Alto Networks +5.7% on Q2 beats, upside guidance; billings +20% $PANW https://t.co/3hpS4uRe3O

— Mara Thon (@mezzamaratona75) February 27, 2018

Don´t get tricked by the FOMO

This graph is indicative of how investing in #cryptocurrencies is driven by #FOMO | #ActiveInvesting #ResponsibleInvestor pic.twitter.com/Zfu5czstYl

— Mara Thon (@mezzamaratona75) February 27, 2018

The next bear market

It will depend on #earnings (for both 2018 and 2019 they are estimated to grow), on the ability of the @federalreserve to properly time the tightening of the cost of borrowing #money as well as on the #bonds market |#ActiveInvesting https://t.co/0eDc7qzOg1

— Mara Thon (@mezzamaratona75) February 24, 2018

The strength of financial derivatives

It is astonishing and somewhat concerning the climb of #derivatives, in this case #ETFs, in recent years: this gives the institutions issuing them a greater power than the real economy that underpins these financial products #ActiveInvesting #ResponsibleInvestor pic.twitter.com/2ZSF2YiB9J

— Mara Thon (@mezzamaratona75) March 3, 2018

Spotify and the music industry revolution

Could Spotify really be worth $23bn? https://t.co/PMwrH6lBWi

— Mara Thon (@mezzamaratona75) March 1, 2018