
Günther N.
1.4K posts

Günther N.
@Bang8Breakfast
Legende auf dem Platz; normaler Kerl online




Welcome to the most asymmetric trade in modern financial history. The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade. Get long. Buckle in. Hang on for the ride. Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.










CLAUDE FULL COURSE 4 HOURS This is the most detailed Claude guide I’ve seen online. Bookmark this before you forget. 4 hours. Build tools. Automate work. Learn how people build bots and systems. Claude → Tools → Automation → Products → Money



The plan is to retire US Treasuries & take them out of circulation. Steve Keen & @paulbuitink get it 🤫👇 Forcing nations to sell them below face value requires a $ shortage (deflationary spiral) which triggers a global insolvency crisis similar to 1929. youtube.com/watch?v=9TDSGS…











