Bryan Gomez

7.1K posts

Bryan Gomez

@BSgomez

Posts are not investment advice; daily notes mostly of the market shared in public.

National Capital Region Katılım Haziran 2008

554 Takip Edilen1.5K Takipçiler

Sabitlenmiş Tweet

Bryan Gomez@BSgomez·18 Mar

Yes the emperor really has no clothes. At this point, I surrender to the belief that they have the ability to do Unlimited QE, regardless of the consequences. #trading

Ben Rickert@Ben__Rickert

For those who might be wondering, “Where did the Federal Reserve get the $1.5 trillion they just committed to injecting?” A blast from the past explanation of how it all works. 💻🖱️🖨️

English

Bryan Gomez@BSgomez·19h

@health_seo Usually, countries will have depreciating currencies since they will print more to buy more USD. That has been the case for Ghana if I’m not mistaken but recently, they used their gold holdings to buy commodities, basically avoiding spiraling depreciation.

English

352

Mara Vallejo │Healthcare SEO & content strategy@health_seo·19h

@BSgomez what happens when our dollar reserves run out?

English

386

Bryan Gomez@BSgomez·1d

What happens when you barely produce anything and have to pay more for everything.

Barchart@Barchart

BREAKING 🚨: Philippines Philippine Peso has fallen to an all-time low against the U.S. Dollar 📉📉

English

363

3.1K

126.5K

Bryan Gomez@BSgomez·21h

Race to the bottom for oil. - weak demand plus demand destruction - proliferation of EVs - UAE breakout - US drill baby drill - Venezuela - Russia unsanctioned - nuclear energy - Gulf countries budget deficits What else?

World Affairs@World_Affairs11

BREAKING: 🇸🇦 Saudi Arabia fully restored East-West oil pipeline, bypassing the Strait of Hormuz and pumping 7,000,000 barrels per day. Saudi Arabia says it needs no more strait of Hormuz.

English

245

Bryan Gomez@BSgomez·22h

Cleaning up the war zone before the bombing starts again.

First Squawk@FirstSquawk

OIL PRICES TUMBLE MORE THAN 2% AT MONDAY'S OPEN AFTER TRUMP ANNOUNCED THE US WOULD ASSIST IN FREEING SHIPS STRANDED IN THE STRAIT OF HORMUZ.

English

125

Bryan Gomez@BSgomez·23h

@mangunonmarkets Possible. Ukraine is in the same boar with so much resources. So easy to use oil and USD as excuse, or maybe we are talking of different time frames. But can’t ignore that we went from 1:3 to 1:61 vs USD, thoroughly depreciating every decade.

English

146

John Mangun@mangunonmarkets·1d

@BSgomez So currency depreciation has gone from 'barely produce anything' to a 'structural issue of corruption'.

English

335

Bryan Gomez@BSgomez·1d

@vidaclinic @evaquielion We have a lot of good engineers, why can’t they stay to industrialize the country? A lot of nurses and doctors - develop healthcare industry here.

English

227

DenofThieves@vidaclinic·1d

@BSgomez @evaquielion It’s mostly nurses and domestic workers. Although there are a few professionals who left the Philippines, the job prospects are not encouraging for them worldwide. For an MD trained in PH, it’s back to school for many to practice (in the U.S. and Canada, maybe others).

English

220

Bryan Gomez@BSgomez·1d

@JarkkoHelenius I hope it does get better.

English

316

Jarkko@JarkkoHelenius·1d

@BSgomez Lol Filipinos abolishing corruption? Might as well live in fantasy world, its not getting better its getting more obscene and locals dont do anything about it.

English

351

Bryan Gomez@BSgomez·1d

@P22172Pascal The USD is the currency for almost all major natural resources. It has been that way for decades. The structural hedge for the Ph should have been the export of resources or at least use it for manufacturing.

English

P@P22172Pascal·1d

@BSgomez for those who don't know, the pistol always falls against the US dollar 🤣🤣 That's a normal thing.

English

2.3K

Bryan Gomez@BSgomez·1d

@Konstantinm267 @mangunonmarkets I like Vietnam. Electricity price is half of that in Ph.

English

120

Konstantinm⚪️@Konstantinm267·1d

@mangunonmarkets @BSgomez Vietnam produce a lot tho

English

121

Bryan Gomez@BSgomez·1d

@JarkkoHelenius What should come first, improvement in corruption rankings or mining the resources?

English

Jarkko@JarkkoHelenius·1d

@BSgomez Its frustrating to live here when the land is so rich in resources but there is no way to take advantage of it.

English

2.7K

Bryan Gomez@BSgomez·1d

I thought of this and being a relatively young country can be the excuse. Too young to really be organized and being colonized by multiple colonizers could be the excuse for not yet being able to have that Filipino identity, sense of nationalism. I always think of the resourceless Japan who was able to industrialize, overcoming that excuse of having no resources, was it nationalism that made them prioritize their country’s well being?

English

Starsha's Top Guy@GhaleDessler·1d

@BSgomez Philippines never industralized, and the terms set by its colonizer kept it that way. The Parity Rights Amendment, or the Bell Trade Act.

English

Bryan Gomez@BSgomez·1d

@mangunonmarkets In our case, I can’t think of any structural issue other than maybe corruption? And maybe it’s a better situation where your currency may depreciatr the same as everyone else because of the strong dollar but at least paying cheap utilities.

English

3.8K

John Mangun@mangunonmarkets·1d

Apparently Indonesia, Vietnam, Turkey, also barely produce anything. Currencies at or near historical lows vs. USD (early May 2026): Lebanese Pound (LBP) Iranian Rial (IRR) Egyptian Pound (EGP) Turkish Lira (TRY) Philippine Peso (PHP) Argentine Peso (ARS) Vietnamese Dong (VND) Laotian Kip (LAK) Indonesian Rupiah (IDR) Uzbekistani Som (UZS) Paraguayan Guarani (PYG) Malagasy Ariary (MGA) Guinean Franc (GNF) Sierra Leonean Leone (SLL) Burundian Franc (BIF)

English

6.3K

Bryan Gomez@BSgomez·1d

@vidaclinic @evaquielion The historical terminology is “brain drain”. The best one probably Not a bit encouraged to stay here.

English

2.4K

DenofThieves@vidaclinic·1d

@BSgomez @evaquielion They do produce human capital. Not a bright horizon with that however.

English

2.8K

Bryan Gomez@BSgomez·2d

In my mind, front running possible UAE supply dump.

*Walter Bloomberg@DeItaone

SEVEN OPEC+ COUNTRIES HAVE AGREEMENT IN PRINCIPLE TO RAISE OIL OUTPUT QUOTAS FOR JUNE BY ABOUT 188,000 BPD, TWO SOURCES SAY

English

343

Bryan Gomez@BSgomez·3d

$HIMS

First Squawk@FirstSquawk

NOVO NORDISK WILL LAUNCH OZEMPIC® TABLETS IN THE US ON MAY 4, THE FIRST ORAL PEPTIDE GLP-1 DRUG APPROVED BY THE FDA FOR ADULTS WITH TYPE 2 DIABETES.

QCT

455

Bryan Gomez@BSgomez·4d

Testing market big enough to benefit $AEHR $TRT $INTT

English

699

Bryan Gomez@BSgomez·4d

Loss of appetite could pop the bubble 😅

Polymarket@Polymarket

JUST IN: New study reveals drugs like Ozempic responsible for >850,000 fewer annual truckloads of food & beverage deliveries in the U.S.

English

131

Bryan Gomez@BSgomez·6d

@JavierBlas @DrPippaM UAE is no longer just an oil industry. They support other new industries and they need to balance budgets. They also pledged $1.4T to the US. Time so start pumping.

English

5.8K

Javier Blas@JavierBlas·6d

🚨🚨🚨🚨FULL STATEMENT: UAE says it's leaving the OPEC oil cartel from May 1. "... Following its exit, the UAE will continue to act responsibly, bringing additional production to market in a gradual and measured manner, aligned with demand and market conditions..."

English

149

1.4K

3.7K

758K

Bryan Gomez@BSgomez·6d

If it comes to completely dissolving OPEC, we might see oil producers produce more oil than they would normally do. A flash crash in oil price could give incoming Warsh the opening he needs to cut rates.

zerohedge@zerohedge

BOOM *UAE DECIDES TO EXIT OPEC AND OPEC+

English

244

Bryan Gomez@BSgomez·6d

Several points on $POET: 1. Pre-scaling still puts this in the speculative space. Black swans are common. It pays to sell partial. 2. I believe its technology is still there. I don’t think its technology is easy to replicate. I think the demand is large enough to lift all boats especially the top tier products. 3. The loss of trust on management requires its resignation to gain back. 4. The NDA excuse I think is not to be taken lightly but the cancellation was extreme. It’s just like cancelling a takeout order from Doordash. Possibly MRVL found an alternative. 5. The cancellation makes the potential acquisition price of POET lower.

NightHawk Capital@NighthawkTradez

$POET I found a nice asymmetrical opportunity NO ONE is talking about. Time to fly.

English

375

Keşfet

@health_seo @mangunonmarkets @vidaclinic @evaquielion @JarkkoHelenius @P22172Pascal @Konstantinm267 @elonmusk