RogueWayve

2.4K posts

RogueWayve

RogueWayve

@RogueWayve

🇺🇸. Western Civ. Energy, shipping, and mining. Markets are inefficient. We are in a 4th turning crisis.

Bergabung Temmuz 2019
498 Mengikuti223 Pengikut
RogueWayve
RogueWayve@RogueWayve·
@LogicalThesis Yes, very helpful. Don’t understand the hate, very good arguments to be in cash right now
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Logical Thesis
Logical Thesis@LogicalThesis·
I get a ton of hate on my posts around risks to markets and my high cash position I'd really appreciate if you could tell me if my commentary has been useful to any of you while navigating this volatility over the last month(s)
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RogueWayve
RogueWayve@RogueWayve·
@JacobShap Get governor Josh Shapiro too and have a Shapiro bowl
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Peter Harrell
Peter Harrell@petereharrell·
Treasury just effectively ended sanctions on Belarusian potash, along with several other actions to ease U.S. sanctions on Belarus. Iran war impact on prices--this time fertilizer prices--continuing to impact U.S. sanctions policy. ofac.treasury.gov/recent-actions…
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RogueWayve
RogueWayve@RogueWayve·
@zephyr_z9 @stfbutnou I thought this as well but then looked through their thematic coverage…. They got some things right. Changed my opinion on sell side research, not all is crap. Would ignore their price targets though
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stf
stf@stfbutnou·
bro GS is coming GS: Asia AI Bottlenecks (GSXABOTL) basket comprises of stocks under key industries that are crucial to AI development such as MLCCs, ABF Substrates, BT Substrates, PCBs/CCLs, Glass Cloth, Copper Foil, Tantalum Powder, InP Substrates, Memory, Equipment & other semiconductor materials (wafers, photoresists).
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RogueWayve
RogueWayve@RogueWayve·
@stfbutnou They have actually had really good coverage on the thematic even in 2024 and mid 2025. Underrated
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RogueWayve
RogueWayve@RogueWayve·
Thinking $alde.v Aldebaran resources can be a great trade here
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Unemployed Value Degen
Unemployed Value Degen@SFarringtonBKC·
@joinyellowbrick If they kissed the wall they're for the war. Just common sense to not attach yourself to things while they are perceived to be negative. This is a huge sign that the war ends very soon IMHO.
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Yellowbrick Investing
Yellowbrick Investing@joinyellowbrick·
Pretty interesting that Rubio (and Vance) have been mostly silent on the war. I think this is literally the first thing Rubio has reposted about it. Pretty clear that some of Trump’s closest officials are not fans of the war.
Secretary Marco Rubio@SecRubio

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Bucket Shop Capital
Bucket Shop Capital@bucketshopcap·
Seeing a lot of “this too shall pass” kind of posts. While correct & I respect the thought way more than being a doomer…this also is really nothing yet. Important to save some of your morale boosts for when we might actually need it.
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govro12
govro12@govro12·
Nintendo versus $SONY: shcking that the brand new console SW2 (outside of 🇯🇵) gets outsold from a 6year old PS5. The attach rate (2.2) is very low. The most popular 3rd party Cyberpunk for SW2 LY sold only 10% of copies on SW2. Swapping all my 28xPE Nintendo to 16xPE Sony Sunday
James@JamiesAct

Xbox getting destroyed. 😭😂

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taobanker
taobanker@taobanker·
I hate to admit this, but seekingalpha premium is highkey one of the best deals / biggest necessities ... hard to go a few months without it without regretting the lack of access to publisher articles + comments sections
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RogueWayve
RogueWayve@RogueWayve·
@kjnkjp Does this assume Hormuz stays closed going forward?
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Kenji Nakamura
Kenji Nakamura@kjnkjp·
I had GPT 5.4 do a research-intelligence-grade analysis of the 2nd and 3rd-order effects of the Iran war, and Nikkei closing prices going forward. By next month, we'll see PE/PP solvent producers 'double-ordering' due to cracker production cuts. Nikkei will fall to 50,900.
Kenji Nakamura tweet media
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RogueWayve
RogueWayve@RogueWayve·
@TraderPamplona I have an open mind, will do so 🙏 Will never turn down engagement in good faith 🫡
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RogueWayve
RogueWayve@RogueWayve·
@TraderPamplona Like for sure Israeli calculus is that this is their one chance to strike at Iran with the U.S. But Kent’s later of resignation was pretty deranged (he blamed the death of his wife on Israel and she was killed by ISIS????) I understand the ideas but I don’t trust him at all
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RogueWayve
RogueWayve@RogueWayve·
Copper: just waiting for that capitulation to buy more $mari.to and $kry.v
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RogueWayve
RogueWayve@RogueWayve·
Thinking about what Japan market open will look like after its long weekend
GIF
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