Billy Ray Valantine

2.6K posts

Billy Ray Valantine

Billy Ray Valantine

@speedcycle

CIO, Duke & Duke Commodities Strong opinions, weakly held Viva La Libertad Carajo!!

Beigetreten Eylül 2010
2.9K Folgt351 Follower
Christina
Christina@gulf_christina·
Everytime I see post about people selling their plasma it reminds me of how the absurd paradox that exists between people’s perception of donating blood & selling plasma. American Red Cross has done a fantastic marketing job convincing people it’s moral & charitable to give them their whole blood for free, yet those being paid for just their WBC are somehow trashy. (I don’t do either due to chronic anemia, but i just always bewildered by the moral inconsistency around these 2 things)
English
1
1
6
1.4K
Kurtis Lee
Kurtis Lee@kurtisalee·
Across the United States, plasma centers are opening in wealthier areas as more people struggle with the high cost of housing, groceries and health care. Here's a look at the middle-class suburbanites who sell their blood plasma to get by financially: nytimes.com/2026/03/20/bus…
English
87
546
1.2K
373.1K
Mr. Alpha
Mr. Alpha@be4_the_h3rd·
I have to admit, I did not have precious metals as one of the worst performing sectors since the war started on my bingo card.
English
1
0
10
724
Billy Ray Valantine
Billy Ray Valantine@speedcycle·
@yieldsearcher Restrictions = tariffs which will no doubt be applied on an ad hoc discretionary basis as a trade cudgel
English
0
0
1
13
First Squawk
First Squawk@FirstSquawk·
US WILL NOT IMPLEMENT A CRUDE EXPORT BAN - POLITICO
English
6
18
62
36.5K
Just Another Pod Guy
Just Another Pod Guy@TMTLongShort·
That’s the beauty of the plan. They don’t get that choice. It’s abrupt. It forces them to completely shift their economy away from China and whoever is in Chinas sphere including Russia. In or out. There’s no half assed placate Trump and then turn on us in a decade. You choose dollars or yuan. F-35s or J-20s And if you say it’s not fair… of course it’s fucking not. We are done playing fair. We are done trying to keep the veneer of benevolence. Ask Maduro or the Ayatollahs 🫡
English
12
22
318
26K
Lukas Ekwueme
Lukas Ekwueme@ekwufinance·
Omani oil futures are trading at ~$135, and even year-end futures are at ~$98. Meanwhile WTI trades at ~$95, and year-end futures are at ~$74. Historically, Omani oil futures trade within a ~$2-$10 range vs WTI.
Lukas Ekwueme tweet media
English
10
72
302
28.6K
Billy Ray Valantine
Billy Ray Valantine@speedcycle·
@FinEconGlobal 💯 agreed this has yet to be fully written. Knife twist will be if US asserts control of transit not simply std freedom of navigation
English
0
0
1
18
Billy Ray Valantine
Billy Ray Valantine@speedcycle·
@TFL1728 @johnkonrad @JavierBlas EVERY commodity has to have a reference price against which the INHERENT components of the end physical price unfolds against, mostly transportation and usage. When a shock occurs it introduces friction unevenly into the global system which filters thru to a final physical price
English
0
0
0
10
Tom Luongo
Tom Luongo@TFL1728·
Yes. why would we be looking at $200 here in the US when we produce so much we are an exporter? It makes no sense. People look at the futures and think ... it must be that price! Brent is a financial contract... no one delivers oil against it. Therefore its price isn't real in that sense. I agree, the global price will fracture.
English
24
12
174
8.3K
John Ʌ Konrad V
John Ʌ Konrad V@johnkonrad·
I disagree @JavierBlas Worst case scenario is not $200 oil. Worst case is $200+ in some nations and -$50 oil in others. As long as we are discuss one global price the system is recoverable.
English
22
19
200
46.4K
Correlation Economics
Correlation Economics@GoldForecast·
You can't consume oil when you don't produce any. You can't sell gold when you don't have any.
English
5
1
42
3K
HYPEconomist | Theo Arc
HYPEconomist | Theo Arc@HYPEconomist·
CT is gonna have a huge advantage once AI takes all the jobs, we've literally been practicing unemployment for years at this point
English
13
4
103
2.4K
@Dreadnought
@Dreadnought@Sdh247·
@MarioNawfal How come China alone refines 85-90% of the world's supply of these rare earths
English
1
0
1
43.6K
Mario Nawfal
Mario Nawfal@MarioNawfal·
Here’s a clear explanation of why Trump attacked Iran, and why I think the war will end soon. The war isn't about nuclear weapons. It's not about helping the Iranian people. It’s not about doing Israel’s bidding. And it's not about Iran being a threat to the U.S. It's about China. China imports 45-57% of its oil through the Strait of Hormuz. Iran has the capacity to shut it down. A U.S.-aligned Iran means an Iran that would choke off that strait if there's ever a real power struggle between Washington and Beijing. And there already is one. The U.S. and China have been locked in a tariff war for over a year now. Also remember when China threatened export controls on rare earths, encompassing any company anywhere in the world that uses Chinese rare earths? Yes, China essentially said that any company that uses their rare earths (China refines 85-90% of the world’s supply) must seek their permission before exporting their products. This means if a German manufacturer uses rare earths fro China to create chips for American companies, China can block the export of these chips. That’s how much leverage China has over the U.S., and that’s dangerous, especially if China finally decides to reunify with Taiwan. So controlling the Strait of Hormuz becomes critical for the U.S. It's the same reason Trump wants China out of the Panama Canal. The same reason Venezuela matters. The same reason he's eyeing Greenland, where shipping routes to China pass through melting Arctic ice. Energy is everything now. The AI arms race is the most important strategic competition on the planet. Limiting China's access to energy is how the U.S. wins that race, and anyone who believes in freedom and democracy should want America to win. China is investing heavily in domestic energy, building nuclear reactors, solar farms, wind power. They're leapfrogging the rest of the world. But they still import the majority of their oil. And a significant chunk of it comes through the Strait of Hormuz. Iran was reportedly nearing a deal for supersonic anti-ship cruise missiles from China, which would make it easier for Iran to threaten shipping in the Strait and strike U.S. naval vessels. That accelerated the timeline. Trump's comment today about doing in Iran what he did in Venezuela makes perfect sense in this context. He wants influence over who comes next. A regime that's workable for Washington. If he succeeds, this would be a massive strategic win for the U.S. and for Trump.
English
1.7K
1.8K
9.4K
6.3M
Bob Iaccino
Bob Iaccino@Bob_Iaccino·
@jimiuorio @biancoresearch @LukeGromen A part of it is definitely margin call, but if it breaks the support it's at right now, it could mean rate cuts are being priced out, yes. Keep an eye on today's meeting between Trump, Besant, and Energy Secretary Chris Wright. Possible SOR release.
English
3
2
18
2.3K
jim iuorio
jim iuorio@jimiuorio·
@biancoresearch @Bob_Iaccino @LukeGromen gentleman(and anyone else who cares to weigh in)…gold hammered..why? Is it just selling of an asset they made money on to cover margins in ones that are declining? Is it rising inflation expectations (due to higher oil) taking away the ability to ease?
English
23
0
21
3.3K
MatrixMysteries
MatrixMysteries@MatrixMysteries·
“I’ve milked cows my whole life. Built this farm from nothing. Followed every RULE they gave us.” Now she’s being told to hand over a year of herd, feed, and energy data to meet NET ZERO “standards.” They call it voluntary. But if she doesn’t COMPLY, she can’t sell.
English
537
5.1K
10.9K
183.7K
Billy Ray Valantine
Billy Ray Valantine@speedcycle·
@dvldog0352 @mansourtarek_ Exactly! If you carve out an inherently oppositional resolution at MINIMUM it must be SPECIFIED IN THE WORDING OF THE WAGER. Kalshi fking knew this when it admitted to "grammatical ambiguity " resulting in a "scalar outcome" - ALL BS WEASEL WORDS.
English
0
0
2
123
Dvldog0352
Dvldog0352@dvldog0352·
Ahh yes because a dictator was going to willingly just “step down” Your rules were ambiguous regarding death and intentionally wording it in a way to cause confusion. If you didn’t want people to bet on death of a leader, then there should have been a giant red warning “In the event the supreme leader is killed or dies, we will not be paying out.” Stupid fucks
English
14
12
1.8K
76.2K
Tarek Mansour
Tarek Mansour@mansourtarek_·
On Khamenei: We don’t list markets directly tied to death. When there are markets where potential outcomes involve death, we design the rules to prevent people from profiting from death. That is what we did here. I know some of you disagree and prefer that we list these markets without a death carveout because it keeps the rules simple and because many traditional markets, like oil futures, can be proxy markets for war and death. But we believe that’s different than having a market directly settling on someone’s death, which is not allowed for US regulated entities. What’s the point of the market, then? A market on Ali Khamenei out as Supreme Leader was important because leadership changes in Iran have major impact on the world order: • geopolitical implications • economic consequences • national security considerations • oil and commodity prices, many of which move based on news and expectations around this outcome And it’s always possible for a ruler to step down or transition power without death, even in autocracies. It just happened in Venezuela. In these instances, we make the caveat clear in the rules and in the market page, but today is a good learning that we can do more in terms of improving the UX and adding more ways to surface the rules. We are committed to improving. In the meantime, here’s what we’re going to do: • We are reimbursing all fees from this market • If you have a position from before Khamenei died, you will be paid out on the last-traded price before his death. (This was clear in our rules) • If you have a position from after he died, we’re going to fully reimburse your cost of entry
English
997
63
1.1K
3.8M
Billy Ray Valantine
Billy Ray Valantine@speedcycle·
@mansourtarek_ Why dont you explain the $0.29 "scalar resolution" Or are you going to further BS everybody claiming that those were the closest true odds then, when it was well over $0.60 hours earlier this morning?
English
0
0
1
26