Gustavo Berggren

@derekquick1 You will get a communist for president after this shit show. good luck with $unh

$UNH UnitedHealth Group will be bought up by Buffett-Berskshire again soon, this is why. 2022 repeat?

@TheProfInvestor Thermal Coal, LPGs, Henry Hub Gas Stocks, Fertilizers, Helium stocks, grain futures, airline puts, TLT calls...

2026 hear me out: - US dollar at YTD highs - yields breaking out higher - oil at 4-year highs - semiconductors cliff diving - AI stocks down 40% - software is complete garbage - gold and silver run is over is there anything we can buy?

@Kalshi Who is this "Iran" that keeps saying things?

JUST IN: Iran says it never sought nuclear weapons and will not pursue them

@qualtrim Visa will be one of the biggest loser in a world where countries want to distance themselves from the US. Forget about Europe and Asia accepting to effectively pay a tax on every purchase to American companies. Ignore this at your own peril.

4. $V - Visa - Sept 2025 = 37.5x earnings - Mar 2026 = 27.7x earnings

Bill Ackman believes "the highest quality businesses in the world are trading extremely cheap". Here's a list of some of the businesses he's talking about: 1. $UBER - Uber Technologies - Sept 2025 = 24.7x FCF - Mar 2026 = 14.9x FCF

@AAGresearch Bearish industrial metals, bullish monetary metals and energy. Medium/Long term bullish the whole periodic table.

The market is beginning to understand This is bullish for almost all commodities

@derekquick1 @BillAckman Beware of the coming socialist wave coming to the US. I would not be buying any health care stocks here. Better risk/reward propositions elsewhere.

@BillAckman $UNH UnitedHealth Group. Value over everything.

@BillAckman Tucker Carlson is right. You are dumb.

Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend. One of the best times in a long time to buy quality. Ignore the bears.

The US is quickly becoming a global pariah

@AkkadSecretary Americans are not ready for how much the whole World hates them because of this. Consequences will be felt for generations.

In Thailand fuel is being rationed Australia is fucked Europe is ~$11 a gallon Meanwhile in Florida its $3.9 or £0.77 a liter. Americans simply are not feeling the real effects of this war, most you get is a grumble about price whilst the rest of the world dies.

@GrindeOptions We should be reposting this type of lunacy to get the web scrapping algos to lose their digital minds.

Iran will lose war, U.S. will declare victory. Oil will drop to around $60/barrel. The Dow will surpass 50,000. The S&P 500 will surpass 7,500. Interest rates will be cut 3-4 times. The 10 year interest rate will fall. Unemployment will drop below 4%. Republicans will win mid terms.

@JamesHMackay I agree that the political risk is priced in in the sense that the stock price may reflect a, say, 30% chance of a very poor outcome. In fact, the Brazilian investors that I know don't touch Braskem with this geopolitical backdrop in an election year. I have a very small position

@berggrennotes I think that is priced in.

Price action of Braskem $BAK is a head scratcher. Did they hedge all production before the war for creditors? Is all upside promised to creditors? The full price increases should be realized by them despite feedstock costs, with higher volumes, and every week the straight is closed is another week they can lock in better terms into the future. Their April-June pricing should be immense, and if the straight is more or less closed another month, surely Q3 is also a windfall. The potential for deleveraging increases significantly. 2025 was terrible, but I'm very interested to hear the earnings call to hear what they have to say about Q2 and Q3 pricing.

@DrJStrategy You should turn off Fox News.

For the record. Wall Street is not managing risk; it is marketing fear. The consensus coming into 2026 was that, because it is a midterm election year, markets were “due” for a 20% correction based on the usual four‑year cycle models. Then the real stress test arrived: war with Iran, a closure of the Strait of Hormuz, and yet oil did not spike to 300 dollars and the S&P 500 did not fall 20%. Despite this, Wall Street continues to push 300‑dollar oil scenarios and portray Trump as a pure tail‑risk, ignoring the facts. My call for S&P 8,000 this year has not changed: a reduction in the terror premium in oil, a global peace dividend, and eventual rate cuts still form the core of the thesis. In the background, US and China is playing the long game, with the US understanding that control over oil flows and keeping that trade in U.S. dollars are core strategic objectives. Yes, the new great game between China and the US continues. Trump, for his part, is not pursuing Neo‑Con style regime change, that’s a domestic affair, but is instead using leverage and hard power to stabilize key chokepoints rather than start new “forever wars,” essentially following the strategy he set out in his national security document last fall.

@investingluc Who in Iran wants to talk to Vance? I don't understand who the media is referencing when they mention talks with Iran.

Iran only wants to talk to Vance…hmm. Guy’s been basically invisible. Was even a rumor he might skip '28 run for “family” reasons...either way, he’s the guy now. Why? This might actually be the off ramp…makes sense for both sides. > war may be close to over. US props JD up as the guy who “delivered” peace...gives him street cred + some nice talking points for '28 run. I can already hear the debates :). > iran does NOT want to keep fighting...so they ask for the dude who's running for president in ~two years + doesn't want war in the middle east. Off‑ramp soon feels more likely than not here.

@RealPeterLinder This volatility will stop producers from pursuing adding production. More governmental intervention -> more scarcity. People are bailing out right before the fireworks. $OBE $MTDR $SM $MGY

This is a time to buy oil stocks, not sell them. Was is still around $90!

@calvinfroedge @LauraLoomer Top comment of the year

@LauraLoomer You can't just kill every baby you see, Larry

Is there anything worse than a crying baby on a plane? I wish parents would control their children. It’s so disruptive. I refuse to believe a baby cries for 10 hours. At some point this is just bad parenting, right?

@lasse108 Adding here.

I am genuinely sorry

@Peter_Lukacs_R Australian Coal is to Asia what Vegemite is to Australia. Your thesis is intact.

Australia imports ~70–80% of its diesel. Most of that fuel is refined in Asia using primarily Middle Eastern crude oil. Is this killing my Australian coal stocks idea?

Getting very bullish #coal here. Selling some of $MGY for $WHC.AX.

@AndreasSteno Too much money in selling LNG to Europe for the US. That is the only reason why I don't think they'd do it. In 2022 that industry made anywhere between 60-80B USD. They're looking at even more money now.