Emil Baggie.tinkaren

@Edark94 when he finally sees that green day for Largo $LGO

@fredmeister86 Why u hurt me like this

@Edark94 Did you make any decent returns this year? I mean you kept posting about zim without share prife koving now you keep posting about largo. Whereas you had stellar returns a few years back? What happened to you man? 😉

Day 10 posting Warren Buffett quotes until $LGO finally has one (1) green day.

@Johnie36149708 @rekurencja @TinFormer_News

@rekurencja @TinFormer_News And 3 of us that hold LGO @Edark94

The 6 of us are holding oil

@madrush222 Beggars can't be choosers...

@Edark94 Just one green day? 🥺

Y'all just had to fuck around with oil on Friday Ya just had to sell all the Calvin stocks out of spite Now look at you

And this is why critical mineral producers/processors are beginning to be priced like they are defense primes We are no longer in the pre-pandemic global economy where China and the West say to each other the words of Kaa in the Jungle Book "Trust in Me" It's Reagan's "Trust but Verify" to keep each other honest

(longer than I planned) The question imho isn't whether or not Trump *can* TACO on Iran—when push comes to shove I think Trump can still choose to hard-bail and leave everyone else with the mess, what I would have called the "unilateral TACO" a few months ago. Question is at what level of market stress—crude/pump price, equity market rout, etc.—will force Trump to do so? I always thought that the now-dead MOU read a lot like the deal I expected Trump to be forced to make at $150+ crude, and it was strange to me that Trump agreed to it at like $80. But clearly Trump never intended to comply with the key provisions that got Tehran to agree to reopen the Strait, which makes a lot more sense at $80. Hence why the deal—which was fundamentally unstable given competing interpretations of those key provisions—collapsed and we're back to a tightening oil market and a rising price trajectory in an attempt to find the TACO clearing price. There's also always a possibility that Iran eventually taps out first, but I think so far Tehran seems intent on leveraging the Hormuz crisis while they're got it. The month-long post-MOU partial reopening kind of helped give the market a temporary supply hit, but most of that was just the transfer of stranded oil-on-water in the Gulf into the broader system. Fresh Gulf loadings, meanwhile, failed to durably rebound and are falling again. Meanwhile global commercial stock levels have continued to draw, SPRs are lower, and now we have a deepening refined product crisis on top of Hormuz thanks to Russia's Ukraine-assisted refinery fleet implosion. So oil market is now caught between more durably tighter balances and not wanting to get rugged on the upside in an inevitable replay of prior TACO jawbones/head fakes. Finally, there's still that pesky presumed surplus on the other side of this crisis, which makes it easier all else equal to tolerate low stock levels (we can just refill them in the glut! right?!). But future barrels won't matter if we *actually* start getting close to local tank bottoms, which would force prices sharply higher to balance as patience is exhausted. It's a race! Fascinating market, hard to believe I'll ever see another one like it.

@arisroussinos but what do you do when prisons overflow? not like this one was made without reason...

There’s a decent amount of political capital to be found not in actively introducing Good Things but just cancelling Starmer’s pointless Bad Things (the below, non-jury trials, Digital ID, Hermer). It won’t be enough but it’s a start.

@toiletkingcap Largo would NEVER

is that good?

@DavidKe73483404 wdym end in tears im already in tears

@Edark94 This story will end in tears for all bottom fishers.

Are we finally going to have ONE green day for $LGO ?!? Maybe... Just maybe... WAGMI

Seems listening to the frog was right after all, when do we make bags on $AXL.V again @The_Godas ??? I need cash pronto to cover margin calls $LGO 😮‍💨

Wanna know which company? It’s EQ Resources - EQR.AX You’re welcome. Disclosure: am a holder

These last couple months of Labour politics has redpilled me like no other. UK truly going down the accidental communism path like no other.

This is already giving me the impression that Andy’s premiership Is going to be more of the same. He seems to be chasing headlines and polls rather than following any sound economic strategy. It's all good and well scrapping VAT, capping bus fares, mass building council houses etc but he still hasn't addressed the critical question of who is paying for all of this.

Metal...

UK is about to face the leftist version of Liz Truss, yet no one in Labour seems aware of the dangers... Andy B represents utterly deranged anti growth policies to boost benefits above all. Basically killing the balance sheet just as badly as cutting taxes prematurely...

I am sick and tired of hearing about pensioners. People who work, earn and pay the tax that pays for all of this need to be incentivised to produce and earn more. Without them, the whole system collapses. This obsession with geriatrics in UK politics has to stop.

@respeculator @MrJohnnyRainman @LukeyTrags @GoldmanSachs

@MrJohnnyRainman @LukeyTrags @GoldmanSachs @Edark94 😂😂😂✊✊