David Kudla
30.5K posts

David Kudla
@David_Kudla
CEO & CIO of Mainstay Capital Management, LLC. Tweet content is not investment advice. For personal advice, contact MCM. Retweets & Likes are not endorsements.



@AndreasSteno @MKjrstad Your geopolitics calls are mediocre at best, sorry. To say the crisis is over b/c of some jawboning is absurd.

US is preparing for major escalation, engaging US troops directly with ships with Iran's oil for the first time. We are at a fork in the road, either US backs down and Iran emerges as the 4th center of world power in the near term -- or, escalation to prevent that from happening. Trump is heading to escalation wsj.com/world/middle-e… via @WSJ




Silver jumps to $83 and the shortage shows up immediately. The silver lease rate is rising sharply today.












