AuMember

@ElMapaInversor @AndreasSteno Atoms?! Bitcoin literally has “bit” in its name ahaha

Classifying Bitcoin purely as a traditional 'risk asset' to trade around weekend oil volatility completely misses the larger structural shift, Andreas. 📉📊 While retail traders try to play Monday's paper correlations, the 'Smart Money' isn't looking at risk-on/risk-off metrics. They are using these liquidity events to systematically rotate capital out of a melting fiat system and into absolute mathematical scarcity. It's not a short-term risk trade; it's the flight to Atoms. 🧱🚀"

Oil down, risk assets up on Monday now?

@RetirementRight As of 1pm, closed rn for Presidents’ Day so it hasn’t priced the news

@MacroAlf @RaoulGMI For someone who’s less familiar with this market, is there any reason inversion is showing up in the OIS curve first? Any resources you can share on the OIS curve dynamics and it’s implications would be helpful

In the US, we got the first relevant curve inversion The slope between 5y and 30y OIS swaps (reflecting the expected path for Fed Funds future over time) briefly traded below 0 yesterday @RaoulGMI is very attentive to these turns: what do you make of this first inversion? 6/

Your Friday ''wtf is going on in fixed income & macro'' thread. Here you go! 1/12

@Maggers78 Agree — selling seemed overdone — IV was underpriced given the move — long calls was an easy move … fingers crossed on the permit

$FSM Sell off overdone. Below $4 assumes San Jose already doesn't exist, further towards $3.5 prices in dilution and a company with a 2023 Ebitda multiple of about 2.5x with gold $1900. Permit situation probably gets resolved but even if not risk reward here very compelling now.

Spot #uranium 4400/4600 USc/Lb #U3O8 (Delivery at CMO , Chg -275c, -6.11%) CMO = CVD 0c/Lb, CMO = CMX 0c/Lb See numerco.com/NSet

Sprott Physical Uranium Trust Announces Filing of Amended and Restated Base Shelf Prospectus #SPUT $U.UN $U.U #Uranium globenewswire.com/news-release/2… For more information, please visit Sprott.com/Uranium

@BambroughKevin @Official_WSB

Mamma gonna knock you out! #uraniumsqueeze #uranium @Official_WSB

@RodGordilloP @choffstein Thanks lads! As a younger investor, taking on 100% equity risk is enticing and managing a levered diversified portfolio seemed daunting. This provided a potent example of how simple it can be to improve LT risk-adjusted returns through accessible/efficient vehicles

New Paper in collab w/@choffstein Sufficient public funds exist now w/embedded capital efficiency where u may be able have your 60/40 portfolio & STACK diversified returns on top. A possible solution to having to reach for yield while < tracking error. investresolve.com/return-stackin…

@buffvorpington @ThHappyHawaiian Yeah I noticed most bullion dealers and kinesis were still quoting $24 and change — I first saw the quote come out of the Thomas Reuters screen from @DeItaone

@AuMember @ThHappyHawaiian JM Bullion still has the price at $24.77 too. Interesting, I wonder what the source for this quote is.

Fuck it, just spread the news and manifest the #silversqueeze #silver is up 11%! Buy buy buy!

@buffvorpington @ThHappyHawaiian Si=f is the futures quote, futures markets are closed rn — we have to wait until tonight’s open to see how legit this spot quote is

@ThHappyHawaiian Is that for real? Why can't I see it on silver in TradingView or si=f in yahoo finance?

@janwolansky @natefishpa @ring_of_gold @TheLastDegree In addition to $UEC their management team runs $URC which is a pure-play uranium royalty company — inflation protection for the LT holders and $2 strike warrants out to 2024 are available

@natefishpa @ring_of_gold @TheLastDegree I am currently in $CCJ, $UUUU, and $UEC.

i made an exit plan for this U leg, i will take profits at the 2.618 extension from the first leg. we can go higher but $ are made by planning.

@choffstein Now you can start telling people it’s not just a phase

Just realized Newfound Research turned 13 last week. My company is a bratty teenager.

@Michael1016JL Welcome

Happy to be taking part in the #Uranium market for the first time today. $SRUUF

@PierrePoilievre How many takes?

@RealVision Cayman Islands

#FridayQuestions❓ How global is the #RealVision community on Twitter? Drop your city or country 👇

@choffstein @RodGordilloP @GestaltU When’s the drop? Ready for some 🔥

I haven't been tweeting about markets much lately because I've been in the weeds working on a new paper with @RodGordilloP and @GestaltU. Nothing groundbreaking, but a reframing of an old idea that I hope resonates. Stay tuned...

@LamboJohnny @TheLastDegree

@TheLastDegree Bring back the bush baby 🍦🤯

She's ready for the seventies. We are too.

@joshmeyerrx @pizdets17

@pizdets17 I hear ya. Every Sunday I'm like "ok turn around time" and by Tuesday close, its like "why did I do this to myself"

T minus 75 minutes

@UraniumRoyalty This sounds like shit

Uranium Royalty Corp. Announces At-the-Market Equity Program. Read news release: bit.ly/3mcSP9r bit.ly/3AY0MDH

@KirklandLakeGld this is why we play

Kirkland Lake Gold Reports Record Net Earnings in Q2 2021 kl.gold/news-and-media…