Commodities
53 Threads
China #lithium spot prices: “breather”? Or beginning of a “price apocalypse”? Currently, Lithium makes up 25% of my portfolio. But are Lithium prices here to stay? 5 key charts...
Wifey Trend and Momo ***************************** EQUITIES $SPY S-T strong bull 5/5 L-T bear 4/5 $QQQ S-T bull 4/5 L-T strong bear 5/5 $DIA S-T strong bull 5/5 L-T bull 4/5 $IWM...
Quadruple whammy coming up for Altiplano $APN.V @AltiplanoMetals This 'snowballing' copper-gold-iron ore producer is set for a rerate higher in 2023 as they've got multiple win...
The London Metal Exchange has the lowest stockpiles in 25 years, with shortages of copper, zinc, lead, and tin You know which country is a top producer of those? Peru, where the...
The Current State of Markets. A Thread.
How to calculate the 6 month COT-Index from Larry Williams 1.Go to https://t.co/go9LfOayM7 2.Pick a currency/Commodity or whatever. I use Crude Oil WTI in this example. https://t....
Musings of the Day, 1/9/23: The Pivot Trade is in full swing in High Duration Risk, Gold, Bonds, and the USD it seems. Yet, Oil's tepid bounce suggests another head-fake. What w...
Musings of the Day, 12/30/22: The question I have for ChatGPT is whether it can suggest a vacation for me that involves ancient temples, scuba diving and metal all at the same tim...
Re: Oil-The Great Re-Opening (Or NOT) As I've been saying, I would LOVE to be proven wrong on my ST bear view on Oil given my LT bull positioning, but anyone betting on a big rebo...
1/ I’m in early stages of research and typically avoid commodities, but a basket of Aussie coal stocks is becoming intriguing. $YAL.AX seems to be the stand out name, which has be...
Musings of the Day, 11/29/22: Amazing. I remember having a huge convert arb position in $AMZN in late 90's. We called them the "Ama-No-Gamma's" given how busted they were (~40c)....
1/ @kittysquiddy thread on Indonesia for the group, should be something on everyone's radar. To start, it's usually not top of mind when people think "emerging markets", but in a y...
Musings of the Day, 11/18/2022: Oh nice. Twitter is still here.
Ok, how do I do a global search/replace of all my Ourobouros references with this? https://t.co/gb3yj8iGMp
Musings of the Day, 11/4/22: Early observations: -Risk Assets/Gold higher based on ever so softer employment #'s. -Long Bonds getting crushed, not sharing the same "optimistic app...
10 ways to invest your first $1,000: (with the exact plan laid out for you)
Musings of the Day, 10/27/22: Gonna be pretty tough for the other major economic zones and associated CBs to outhawk the Fed. 🔥 🔥🔥 https://t.co/lpaJHExbnS
Musings of the Day, 10/25/22: Imagine a world where market signals are not distorted by CBs trying to play god. Requires real imagination, I know.
1.MUHURAT PICKS:Concentrating almost entirely on Macros.MOST LIKELY scenario which may play out till next Muhurat. No Guarantees, but High Probability based on my perception after...
Musings of the Day, 10/17/22: The only Risk Rip that won’t ultimately be self-defeating will be one that doesn’t also include OIL in the mix. https://t.co/oy4wLAM5xI
Musings of the Day, 10/13/22: “Hello Darkness, my old friend…” 🔥🔥🔥 https://t.co/waY3VM6bPN
What's going on in the MOST important market world-wide currently? Let's have a look at commodity markets! A thread 1/n
Gold & US Dollar REER nearing historical turning points. https://t.co/DLRaPGHYNf
Musings of the Day, 10/3/22: Different day, same exact thought. OIL is the key to everything, and with OPEC+ seemingly ready to defend here (seems premature), it's "every man fo...