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Guasty Winds

As seen in: Substack, Smartkarma
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Daily Brief Energy/Materials: Bluescope Steel, Rubber Future SGX TSR20, Valero Energy, Propetro Holding, Avient , Riley Exploration Permian, Toyo Ink SC Holdings, MustGrow Biologics , Kpx Holdings, Magna Terra Minerals and more | Smartkarma

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By David Blennerhassett, Vinod Nedumudy, Guasty Winds
| Smartkarma
In today’s briefing: BlueScope (BSL AU): SGH And SDI’s Latest NBIO – What Say You AusSuper? Thai Rubber Exports Fall in Nov After Five Months of Steady Growth Refiner Equities: Long-Term Investment or Short-Term Trade?
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Daily Brief United States: US Treasury (10 Yr Generic), NVIDIA Corp, Servicenow Inc, Valero Energy, Propetro Holding, Fastly Inc, Riley Exploration Permian, Sol Strategies, Pershing Square Tontine Holdings, Avient and more | Smartkarma

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By Kok Peng Chan, Raghav Vashisht, Guasty Winds
| Smartkarma
In today’s briefing: Understanding US Debt Dynamics (2): The $38T Debt Vs the Demand Story Wall Street Ignores Nvidia Is Becoming a Capacity Anchor as the AI Buildout Turns Into a Capital Cycle Primer: Servicenow Inc (NOW US) – Feb 2026 Refiner Equities: Long-Term Investment or Short-Term Trade?
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Short Idea: AURC-US (Better Mortgage)

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By Guasty Winds
| Substack
*By continuing to read this article you agree to the disclaimer at the bottom of this page. This is not financial or investment advice. Do your own research. I am short AURC (Aurora Acquisition Corp), the SPAC that will be bringing Better.com to market next week. I think the fair value of the company is ~81 cents - it is currently trading at $32. Yes, borrow is hard to come by - but it does exist in small quantities.
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