Dave Kaufman
2.7K posts
@DavesWavez Corn is lagging, but Hormuz is the real bottleneck. If the strait shuts, everything reprices. Tracking the shipping lanes or the macro impact?
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Tungsten tripled since my joke tweet, so it's time to re-adjust my asset allocation to:
50% Sugar, 50% Hormuz
Le Shrub🌳@agnostoxxx
I’m 50% Tungsten, 50% Greenland
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$PTM $PLG
Still consolidating above the IHS neckline, just as I predicted last year. Good low risk entry here, with a cut if we break beneath the s/r.
Would like to see more consolidation here before the big move up. IF we break this support, a 50% drop is likely.
Part-Time Trader@PartTimeCharts
$PTM $PLG This one has been a great performer this year. Still very bullish long term, but hoping we get some consolidation here while tech stocks boom. The rotation trade when inflation returns could be beautiful.
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@ChristKing72013 @NHL_Muse Cmon you gotta have all the tkachuks on one line. That would be insane.
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$FXI $KWEB not smart enough to know why - or if it is even meaningful but China 20yr bond yields soaring fwiw
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$HON Amazing example of smaller and larger scale repeating over time IMHO. Price continues to be on track.
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$CRV green on a red day for $BTC.
You love to see it.
Long in profit.
Also a good reminder that LTF "weakness" on an asset is irrelevant if we are approaching HTF support zones- that "weakness" can flip to strength overnight in these conditions.
CrediBULL Crypto@CredibleCrypto
Long filled. $CRV
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$JD 2-week candles
Ichimoku cloud continues to be resistance
It's looking for a moment of vulnerability to penetrate, which could be in January of 2026 or beyond
Until then, likely to consolidate a bit more?
I'm not a magician
I'm not a King
I can't tell you when $JD will consummate his marriage
Vandale@vandale2121
@cantonmeow Thx Cat. Would love if you could give an chart update on $JD
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@McClellanOsc Since 1982, in the years where the Dow Jones Industrial Average (DJIA) finished up for the calendar year, the average gain has been approximately 16% annually (not including dividends).
This year the Dow is up 12.5%. below avg up years.
that wouldn’t be “very strong”.
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My latest Chart In Focus article, "Decennial Pattern", is posted at my Home page. Direct link will follow in a reply.
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@LateRoundQB What the heck is going on with our beloved Steelers?
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This will take them from maybe making the playoffs and losing in the first round to maybe making the playoffs and losing in the first round x.com/tompelissero/s…
Tom Pelissero@TomPelissero
Two-time Pro Bowl WR Adam Thielen was claimed off waivers by the Steelers, per source. Thielen, 35, wanted one more shot at a Super Bowl in his final season and now lands with longtime NFC North rival Aaron Rodgers in Pittsburgh.
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@ThePoniExpress thielen? at this point of the season at this point of his career? are they kidding? ummm guys. the steelers uhhh dont know what theyre doing
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BREAKING: STEELERS CUT FREE AGENT FLOP DARIUS SLAY. Our live reaction NOW.
93.7 The Fan@937theFan
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$MSTR call me crazy but I believe the premium to their BTC bottoms into next year from here.
TheChartGuys@ChartGuys
@AKalekona Call me crazy but I believe the premium to their BTC may have peaked for this cycle.
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@NorthstarCharts @KinesisMonetary Question Is ‘bear flag’? Or ‘dbl bttm’?
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Bitcoin Breakdown - progress update 👇
Northstar@NorthstarCharts
Bitcoins current breakdown is also very clear on the 4-hour candle chart 👇
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@HistoryBoomer I mean it’s an easy move. Keep tisch so all the moderates will say mamdani isn’t so bad. Then fire her 6-8 mths later. Brilliant move by him. Nothing to lose by keeping her through the election.
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That’s it, I’m calling it. I’m voting Mamdani.
Lots of questions, lots of concerns, he’s far from my ideal candidate, but he’s been steadily backtracking on his insane youth (infuriating the left), and good god, Cuomo and Sliwa suck.
Nicholas Fandos@npfandos
SCOOP: Zohran Mamdani intends to ask Jessica Tisch to stay on as the police commissioner if he is elected NYC mayor in November, according to two senior campaign aides + two others briefed. nytimes.com/2025/10/22/nyr…
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@HistoryBoomer in short- embolden ne'er do wellers to "globalize the intifida" against citizens in the streets. 'defund the police' could mean pulling security resources from schools, houses of worship etc. allowing the protests turn alot more anti S (like during the "occupy college campuses").
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What *precisely* do people like Posner think Mamdani will do to Jewish people in New York City? Bring up "globalize the intifada" if you wish, but what *exactly* will that mean for Jewish New Yorkers if (when) Mamdani wins?
What specific crimes will occur?
Gerald Posner@geraldposner
It’s shocking that more than a third of Jewish voters say they’ll back Zohran Mamdani. It’s the equivalent of black voters supporting Ku Klux Klan Grand Wizard David Duke when he got elected to the Lousiana assembly in the 1970s. It’s suicidal.
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