Democraticus

#Uranium $APAAF $URNM $CCJ $FUUFF looks like the administration is going to try and speed up nuclear power installation. Appia is a great resource company, that is criminally underpriced because of combination of rare earth and 50,000,000+ pounds of uranium resource in Ontario at Elliot Lake. Cameco is a rockstar company. F3 has made some recent great discoveries. As Capital Flows away from Mag seven stocks expect more capital to flow towards commodity stocks and especially uranium stocks.

@ericnuttall Oil took a nose dive today on the great news that Israel’s gonna help open up the straight with ground troops.🤦🏻‍♂️

Let's take a step back: global production ⬇️ 9-10MM Bbl/d right now, flows down more. Demand for now resilient. Offshore "glut" has been cut in half in 2 weeks, totally gone in another 2. Inevitable onshore draws + strategic hoarding ➡️rebalancing demand with supply via ⬆️ price.

@robin_j_brooks We are still about 8 million barrels a day short on flow and that’s still the biggest disruption in history and Asian refiners aren’t even missing shipments yet since they would’ve still been on the water get it another week and it’ll be $150 Brent

Brent is back below $110. It's possible we go to $150 or $200 at some point, but those levels assume a return to full disruption of oil out of the Persian Gulf, which is unlikely. See my piece from earlier today on what's priced into oil prices right now. robinjbrooks.substack.com/p/how-high-wil…

@profitsplusid I don’t see how Miners will catch a bid until Oil stabilizes at a higher price

Gold Miners Bullish Percent Index Reading of 3.7 out of an index of 0-100. What a complete collapse in sentiment. From a contrarian perspective, sentiment may be getting washed out.

@DonaldW60852684 By Miners back when gold takes off again and Oil is maxing out

Worldwide liquidity crisis due to the oil price shock. people sell their gold to cover margin calls just like I will be selling my stocks. The gold price drops initially in the crisis and then soars in a month.

@bopanc There is a difference between rooting for Trump to Fuck up versus expecting him to Fuck Up. While I Expect Trump to Fuck Up I am actually surprised at the size of this Fuck Up

Trump is so hated that people and media, and not only on the Left, are basically rooting for Iran at this point.

@Tekeee Integrated Oil & Gas

Gold is crashing. Silver is crashing. Crypto is crashing. Stocks are crashing. The dollar is crashing. Real talk what should we buy now?

@iamtomnash They did

People tend to gloss over the simple fact, that all Iran had to do to prevent this war, was to hand over the enriched uranium and to agree to never develop a nuke…

@calvinfroedge And there’s a sell off before the sell off of all assets indiscriminately that’s about to happen

I think the gold miner sell off maybe overdone

@JenniferJJacobs This is Bullshit

US and Qatar knew nothing about Israel's attack on South Pars Gas Field in Iran, Trump says.

@SineQuotes @grok is this AI generated?

What happened to this building ?

Wouldn’t you say, though that some countries might sell some goal to fund energy purchases right now and some people might sell gold for liquidity issues. I am a long-term gold Bull but I think I’m pull back is looking good here and perhaps meeting support of the 200 day moving average somewhere around 4500 or 4600 with some consolidation might be in order

Gold traders don’t get it. Feb.'s 0.7% surge in producer prices, which annualizes to 8.4%, is not bearish for gold because it delays rate cuts. It’s bullish as it shows inflation is out of control and the Fed won’t hike rates to rein it in! Buy this misguided knee-jerk reaction.

@calvinfroedge Not selling my gold, but sold a lot my gold miners - for now as they’re gonna get thrown out like a baby with a bathwater because they could be affected by higher energy prices will buy them back lower

So why are people selling gold? This one is really hard for me to grasp Only thing I can come up with is rotation to energy

@BradHuston Less chance of rate cuts

Gold down 2.42% because PPI came in really hot and gold is an inflation hedge. Make it make sense.

@StealthQE4 100,000 barrels whoop te do

Here’s why oil just plunged lower. Big news:

@LoveMy7Wood Did our European allies start World War I or World War 2?

World Wars I and II weren’t our wars either, but we made them ours to keep you free. Europe’s memories sure are short.

@oldguy_steve If this were World War II, we would be equivalent to Germany attacking other countries so I don’t think it’s a very good comparison

You know, World War 2 wasn't our war either. Had it not been for the USA, all of Europe would be speaking German.

@LindseyGrahamSC @POTUS FAFO Trump Style - what a loser

Just spoke to @POTUS about our European allies’ unwillingness to provide assets to keep the Strait of Hormuz functioning, which benefits Europe far more than America. I have never heard him so angry in my life. I share that anger given what’s at stake. The arrogance of our allies to suggest that Iran with a nuclear weapon is of little concern and that military action to stop the ayatollah from acquiring a nuclear bomb is our problem not theirs is beyond offensive. The European approach to containing the ayatollah’s nuclear ambitions have proven to be a miserable failure. The repercussions of providing little assistance to keep the Strait of Hormuz functioning are going to be wide and deep for Europe and America. I consider myself very forward-leaning on supporting alliances, however at a time of real testing like this, it makes me second guess the value of these alliances. I am certain I am not the only senator who feels this way.

It’s fine to criticize Trump for making poorly planned and ill-considered foreign wars and failing to anticipate Iranian response and Capabilities - putting the entire globe at risk of a stagflationary Depression. Also he treated our allies so poorly they are not going to help us

I understand opposition to Trump. But I'll never understand how opposition to Trump entails support for tyrannical regimes in Venezuela, Iran, and Cuba. It is a baffling phenomenon.

@Gerashchenko_en I’m no fan of Iran but what was it that was said about Ground Wars in The Princess Bride

Joe Kent, director of the US National Counter-terrorism Center, has resigned from his position. In his resignation letter, he said that he "cannot in good conscience support the war in Iran." Friends from the US, what are the current thoughts in your country on Iran?

@Investagram2 Yes!

As Oil hits $100 a barrel, is it time to consider buying oil stocks? #invest #oil #IranWar @investagram/note/c-229081088?r=3599jz" target="_blank" rel="nofollow noopener">substack.com/@investagram/n…