Fritz

@OluwaHefner @Dexerto besides from the running this is a modest workout, 5 sets of 20 reps each takes max 30-40 minutes per day. the running is crazy though, kills your knees and joints.

@Dexerto Please stop spreading this bullshit, no one is doing 100 situps, pushups,squats and RUNNING 10 miles every day for 3 years. What kind of fucking nonsense are we doing.

A Japanese YouTuber has gone viral after spending three years doing Saitama's infamous One Punch Man workout every single day Tasuke reportedly ran over 10,000 miles and completed 109,600 push-ups, sit-ups, and squats

Another thing I learnt is I always hated tourist areas for good reason, especially after living in Amsterdam for almost a decade as a Dutch person and we'd generally avoid the center because it was such a tourist dump, and very few things that the foreigners there did had much to do with the things we as Dutch people did which presumably is what they came here for, Dutch culture right? Realizing that's the same in most countries I liked to travel and try find the somewhat local areas outside the tourist zones, I just wanted to live like a local (as pretentious as that sounds) 10 years ago that was fun and I still try to! What I never realized that yes the tourist areas are a net negative and as you see in the Europe of 2026, they easily turn into unliveable areas of criminals, junkies, drug cartels and generally low-lifes you don't wanna be near Why? Because if a neighborhood slowly becomes only tourists and not locals, the businesses change to only cater for tourists, the quality goes down because tourists are transient and businesses won't care if their customers have a bad experience, they have a fresh supply of tourists on Thursday and Friday they can rip off Essentially the soul of a city dies in tourist districts, and with it any care and love to maintain the area's upkeep, and then you get shady people setting up shop there It's a rotten ecosystem of tourists who think they are experiencing something local while not and the lowest tier bottom feeders of society preying on them to make money by ripping them off or as you see now just robbing them, it's a net negative A good neighborhood is a healthy mix of majority locals, some foreigners and some tourists, once that % goes off balance, things go to shit fast as you can see in parts of Barcelona and other European cities How to enforce that though I am not sure either One thing I know is that the hipster (I guess now called trendy/artsy/cool, yellow on Hoodmaps) areas are usually a nice balance of that and are nice to live to for both locals, foreigners and fun to visit for tourists

@swamy400 @RKelanic 200 oil and 10 $ gasoline

@RKelanic Demand destruction will kick in at some price point to offset the 12-13 million bpd supply loss and it won’t be below 200$.

JP Morgan: Hormuz opened by Deus Ex Machina June 1, oil prices *still* above $100/barrel throughout 2026. Reality: Hormuz stays closed past June, global inventories deplete to critical by July/August, global economic meltdown by end of summer -- teeing up the midterms.

Even those who seek to defend europe don’t seem to understand GDP

@_desarmada Where in Finland exactly?

En Holanda,Finlandia y otros países están haciendo edificios de cohousing. Jóvenes comparten departamentos con adultos mayores. Ellos pueden ahorrar y los adultos tienen más vida social. También hay comedores donde se turnan para cocinar (niños incluídos) Ejemplos a imitar

Japón le dió una solución a un problema mundial

@LynAldenContact The norwegian shelf is the SPR of Europe

Interesting that Japan has more strategic petroleum reserves than all of Europe.

@sulfur_rom @GavMcCracken It was running at 1-2 before the war

@GavMcCracken Saudis have repeatedly said that heir pipeline is running on full 7mbd capacity, am i something missing here or were they just lying for some reason?

Nice. My model was that Saudis lost 40% of production. Glad to see I hit.

@realhagetaka @JoshYoung We will see new ATHs in coal benchmarks this year $NEWC $API2 $API4

@JoshYoung the torque in gas to coal.... 🫰🤑

The longer the Strait stays closed, the higher oil and related equities are going to go

@TraderPamplona It’s not the 1$ but the permanent threat of closing it at will. Iran can then manage the oil market by allowing it not allowing marginal through the strait.

@Edark94 I sold too. I learned that 3x over cost curve is a good time to sell a metals producer

Is this why $EQR.ax is down today? I feel slightly responsible 😹 Guess my thread the other day spooked y'all a bit... But as mentioned, not a bad valuation to sell at tbh! Still, reckon tungsten prices haven't peaked just yet! Keep an eye on China quotes in ~2 weeks 👀

@TraderPamplona Buying $tga.l with both fists again

@CRUDEOIL231 Do you track the storage levels or have a rough estimate about remaining days to hit storage maximum?

Just a reminder: in terms of global supply equaling exports, those supply losses are stacking up as we speak. And for the GCC countries, the clock is ticking. Every hour that passes, their storage tanks are hitting capacity. If the flow through the Strait of Hormuz doesn't get back to normal, we’re looking at a massive wave of oil field shut-ins. It’s pathetic how they cheer every time a single Aframax is "estimated" to have passed through a strait crawling with GPS jamming and AIS blackouts. They’re ignoring the fact that even MarineTraffic—their own source—is constantly flagging these AIS failures. What they aren't telling you is that this Strait usually moves about 20mb/d of liquids. What’s the point of a random 500kb or even 2mb transit every few days? It’s a drop in the bucket. Stop drowning in the noise and focus on the facts. Watch what they do, not what they say. The reality is the Strait is still effectively under a blockade, and we’re running out of time before the next round of shut-ins hits. #oott #iran

@BULLReturns When you say „3xcost curve“, do you mean the highest cost producer on the curve?

We sell out all < 3x PE stocks on > 3x Cost curves prior to the #commodity cycle peak as these generally -75% or greater through cycle lows. Note the previous #lithium cycle if you wish to understand this process, many were down 97%, > 5x cost curve through to -25%.

.....using > 5x cost curve assumptions on NPVs or mid term cashflow will generally let you down, don't use above 2x cost curve as an average assumption to ground you for the down cycle. #commodities

The beginnings of a beautiful deleveraging are visible. Massively rotated my portfolio into companies that will benefit rising TTF and JKM

@Kacper_PK_CH Again, thanks for guidance. Am 80 percent cash now, while 80 percent of my long exposure is $tga.l for JKM, $vet for TTF and some fertiliser cos.

Well, I've gone to cash, all but my core positions. People may call me a coward or risk-averse, most likely a coward. I may miss some of the upside if a "we won" post appears, but I'm fine with that. Last time I made this statement was February 2025.

@Mike10947310 Thermal coal: i went max long $tga.l. Their coal price is more skewed to JKM than to TTF, which is good in our case

I like to think about what 1) hasn’t moved much from conflict, 2) based on history and mechanical factors should move up 3) won’t get crushed if conflict ends. My top themes: 1. Urea (much more than oil, global production relies on Hormuz, and fertilizer is pretty inelastic demand - people like eating) 2. Thermal coal — this becomes a substitute for gas/oil for dependent economies like Korea when prices of those fuels increase 3. Missile production input… I am legitimately shocked some of these names have not rocketed with the “depleted stockpiles” narrative. Just this morning Trump announced a $50B emergency expenditure to increase production, and he’s meeting with defense execs 4. Weapons detection systems… the kickoff of the World Cup is a mere 100ish days away. 5. Beta to GPS denial and spoofing/jamming prevention… once again US systems are having issues. This is just such a clear long term need.

@resourcebull Oil up, margins down

Weak performance from gold miners this morning. $AEM $KGC $WPM. Pathetic actually.

@SantiagoAuFund From what I hear from Brussels insiders, it went well and in an unanimous fashion. Main conclusion was to stay outside of the conflict, not morally condemn the US govt but support with infrastructure. Focus lies on gas and oil prices, price thresholds for activity were defined.

Any update on how that game changer of an EU meeting went?

@RealPeterLinder I just recently came across your $TNZ call. Unreal

European natural gas price (TTF) so far today is up 28% and rising. With much of the LNG supplies cut off, analysts have stated that this gas could jump by 100% to an equivalent $20+/Mcf. One of my two favourites $TNZ’s production is 100% offshore Dutch natural gas production.