Ridgewood Capital
@nickharrywebb
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Family office of one plus a dog named Blue.
Chicago, IL
Joined March 2014
“You don't have to be brilliant, only a little bit wiser than the other guys, on average, for a long time.” - Charlie Munger
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Consequences for crime? What a horrendous concept! :)
WH Press Sec. details the "all hands on deck" effort by the Trump Administration to crack down on fraud in Minnesota. "It won't just be Minnesota. It will be any state across this country where fraud has taken place."
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Quite the emphatic breakout, as the world is seemingly scrambling for commodities $BTU
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Magic Christmas lines on a chart looking solid for $BTU
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All sources of energy will be necessary over the foreseeable future. Coal demand is going nowhere but up $BTU
The world is burning more coal than ever: Global annual coal demand is up to a record 8.85 billion metric tonnes. Annual coal consumption has surged +1.40 billion tonnes since 2020. This increase has been driven primarily by China, which now makes up ~56% of global
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Oh? The nuclear activities that the US allegedly dismantled?
NETANYANU SAYS IRAN'S NUCLEAR ACTIVITIES WILL BE DISCUSSED WITH PRESIDENT TRUMP
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Fugazi Ceasefire continues. Geopolitical risk remains elevated.
And this is what so many have been expecting: NETANYAHU PLANS TO BRIEF TRUMP ON POSSIBLE NEW IRAN STRIKES: NBC #OOTT
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Both on a closing and candle basis, $BTU appears to be uncoiling to the upside as coal's resilience continues to surprise.
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Would not hate to finally see it :) $RTY
BofA: Small-cap earnings growth now positive, expected to eclipse large-cap earnings growth in 2H25 and 2026
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Rotation into energy equities seems to be building momentum (finally), seeing a number of names beginning to breakout, including $CRGY
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Slight miss on the top line, but solid beat on the bottom line, and strong guidance for Q4 and 2026 $CRM
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Nice bull flag breakout as natural gas prices hit $5/mmbtu $BTU
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With the exception of 2020 lockdowns, when crude oil went negative, the gold to oil ratio is at all time highs...and it's really not even close. $OOTT
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When copper and gold go to record highs, the thieves get creative... :(
😳 Footage shows a Genesis GV80 in Los Angeles completely stripped by thieves overnight. This is Gavin’s California.
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Nat Gas, Coal, and Nuclear gonna be the next Blackwell chips...
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If you ever needed confirmation that the USD is still the king global reserve currency... :)
A bitcoin reserve company is forced to set up a USD reserve Ahhhh the irony
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Quite healthy development, me thinks. The great broadening likely comes at the expense of $NVDA though.
This is unusual: Nvidia, $NVDA, is now down -6% on the day, on track for its biggest drop in 7 months. Meanwhile, the S&P 500 is now UP +0.2% on the day. Such a divergence has not happened since Nvidia was worth less than $500 billion. AI competition is broadening.
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Did nobody tell JPM (or anyone else) that leveraged Buttcorn holdings is the entire Strategy herein? $MSTR
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Rotation underway? Would not hate to see it!
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Not lending too much credence to Burry, though I certainly lend some, but commodities (namely energy) did quite well in the 70s. #OOTT
JUST IN 🚨: Michael Burry, the man who has predicted 50 of the last 2 market crashes, is once again warning of impending doom by citing Warren Buffett's 1969 letter followed by a 30% stock market dump 📉👻🫂
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