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Treat trading as a business where you only want the best merchandise for the shortest possible time in order to have the maximum profit with the least possible chance of failure
English
Jimmy's Trust Fund 🏦
2.1K posts
Jimmy's Trust Fund 🏦
@JimmyTrustFund
Dad. Husband. Trader. Reader. Explorer. Founder. Tinkerer. Money-manager. DM open.
Seoul, Republic of Korea Katılım Aralık 2023
4.9K Takip Edilen566 Takipçiler
this is such a problematic one-dimensional way of looking at life where you tie your self-worth to the status of a company and the money that you make. the money that you make also lends itself to the self-worth. determination that you have. your kids tease you because they know that they can hurt you. you should lay the smack down on them. impress your power upon those dimwits.
English
올 1월, 내 인생 직장생활의
마지막 승진에 실패했습니다.
좌절감에서 회복중인데..
이젠 나가라고 하네요..
희망퇴직 신청서를 받았습니다‼️
저도 대상이라네요. 생각지도 못했는데..
일단 버티면 생존하겠지만, 월급이 끊길수 있다는 압박감이 어깨를 짓누릅니다.
애들 둘 학원비부터 걱정입니다.
슬픕니다.
나름 잘 해왔는데,
회사에서 이따위 취급이나 받다니..
그래도 조금은 다행입니다.
2020년, 전재산을 미국주식에 넣어놔서..
하나님 아버지!
작은일에도 늘 감사한 마음으로 살겠습니다.
Boring Investor@US_STOCK_LOVE
승진에 실패했다. 수석 승진.. 사실상 나에게 남은 마지막 승진.. 내년은 없다. 4번째 도전에도 실패했고, 승진 연한이 끝났기 때문에 나에게 이 회사에서의 승진은 더 이상 없다. 만년 과장.. 아니 만년 책임.. 그게 내가 될줄은 꿈에도 몰랐다. 우울감을 떨쳐내려해도 곧 머리속을 휘감는다. 올라갈 직급이 없으니, 돈 더 벌수 있는 방법은 더 오래다니는 길 뿐이다. 아이들도 대가리가 굵어서 아빠 과장이야 부장이야 이러는데, 지금 미리 챙피해지는 건, 부끄러운 행동일까? 일이나 하자. 시간이 해결해주겠지..
한국어
キオクシア。なんでこんなに上がっていくかと言うと、時価総額10兆円もある銘柄。もしもそんな銘柄が10%上がっていくときに、ファンドマネージャーがこの株をアンダーウェーとしていたら、指数に負けてしまう。指数に負けないために買わざるを得ない、かわざるを得ないから上がっていく。上がっていくからまた買わざるを得ない。この構図は、ITバブルのときのソフトバンクや光通信、それこそ古河電気工業などの動きと一緒。時価総額が大きい銘柄が動くと、ファンドマネージャーは持ってないと自分の首が飛んでしまうのだ。だからこういう風に上がっていく(時がある)。もちろん一度天井をつけ下がり始めれば逆の現象が起きる。持っていたらそれだけで指数に負けてしまい、やっぱり自分の首が飛んでいくのだ。チャートはキオクシア。
日本語
@jbulltard1 @dolores_capital They gave it up for the Obama Iran deal
English
@dolores_capital thats a cool fluff piece floated by the trump admin, but whats in it for iran?
English
I get we always have to save stocks but this is silly, they could agree on 3000 points, Iran is never handing over their uranium. Either trump does a ground invasion to get it which would be wildly unpopular or he's just posturing for nothing
x.com/zerohedge/stat…
zerohedge@zerohedge
IRAN IS WILLING TO CONTINUE DISCUSSIONS WITH THE US, SAYS ENVOY.
English
I was too idealistic to imagine doctors to get into this field for saving lives and alleviating pain
It feels odd knowing that Korean doctors are concerned with relative pay and relative status, enough for a totally unrelated industry bonuses to ruffle their feathers
Years ago I was shocked to hear that Korean med residents look forward to be cosmetic surgeons for more pay. I disregarded it because it was hard to believe. Now I see the materialism in this culture creeps deep
English
요즘 전공의들 사이에서도
하이닉스 성과급 얘기가 핫하다
물론 남들이 봤을 때 전공의들도 월급을 많이 받는다
얘기할 수 있겠지만
우리 병원은 성과급이라는 개념이 없고 그냥 계약금에 적힌 월급을 그대로 받는 느낌이다
(추가로 나오는 당직비는 매우 적다..)
하이닉스 다니는 나이 비슷한 또래들과는
이미 추월할 수 없는 격차가 생겨버렸다
내 나이가 30살에 지금까지 모은 돈이 브로드하게
1~2억 수준이다
(부모님께 선물 드린 것 외에는 과소비한적 없음
투자는 24년 말에 시작ㅎㅎ..)
졸국하고 나서 군의관 or 공보의 3년 정도 갔다 와야하기에
HBM 을 필두로 하이닉스의 우상향을 그릴 가능성이 높다는 점에서, 제대하고 나면 그들과의 격차가 훨씬 벌어져 있을 것이라 생각한다
나는 하이닉스가 잘 번다는걸 비꼬거나
의사들 돈 잘 못 벌어요 징징거리는게 아니다
그냥 내 입장에서 현실을 얘기하는 것 뿐이다
이제 결혼도 생각해야 하고
여자친구와 내 근무지를 고려해서
서울 또는 접근성 좋은 경기도쪽에서 살고 싶은데
가뜩이나 서울 부동산 공급 << 수요 시장에
성과급 대거 풀리면서 그 돈이 그대로
서울 부동산 시장으로 들어갈거라 생각하니 아찔하다
내가 이 상황에서 할 수 있는 선택지는 딱 하나다
리스크가 있더라도 몇 배는 먹을 수 있는 주식에 투자하는 것
그거 아니면 답이 안보인다😅
설령 삼성전자, 하이닉스 주식에 투자해서
올해 2배 먹을 수 있다고 해도 성에 안 찬다..아니 못 찬다
내년에 전문의 시험 봐야하는데
투자 공부를 더 열심히 하게 생겼다ㅋㅋ;
한국어
DHT Holdings (NYSE: $DHT) stands out as the stock with the most direct oil tanker upside in the current scenario of Persian Gulf/Strait of Hormuz disruptions and surging US crude exports to Asia.48
This ties directly to the MarineTraffic map in the original post (empty supertankers heading to US ports): VLCCs (Very Large Crude Carriers, the supertankers >200,000 dwt) are the primary vessels for these long-haul routes. US Gulf-to-Asia voyages are roughly 50+ days vs. ~21 days from the Persian Gulf, dramatically increasing ton-mile demand, required fleet capacity, and spot tanker rates. VLCC spot rates have already spiked to multi-decade highs (reports of $100k–$400k+/day in March 2026 amid the crisis), with sustained elevation possible if disruptions linger or rerouting persists.15
Why DHT specifically has the most upside
•Pure-play VLCC exposure: DHT owns and operates ~27–28 modern VLCCs (with additional newbuildings delivering in 2026), making it essentially 100% tied to crude oil supertanker rates. Peers like Frontline (FRO) have the largest absolute VLCC fleet (~42 after recent renewals) but are diversified across Suezmax and LR2/Aframax tankers (total fleet ~81 vessels), diluting pure VLCC leverage. Other names like Nordic American Tankers (NAT) focus on Suezmax only, while Scorpio Tankers (STNG) or Teekay Tankers (TK) lean more toward product tankers.55
•High spot-market exposure: DHT targets 70–75% spot voyages (with the rest on shorter charters). This gives it maximum torque to the current rate surge—unlike companies that have locked in more fixed-rate time charters. In Q1 2026, it already booked strong spot TCEs ($78.9k/day on 76% of days), and further VLCC rate strength flows straight to earnings.54
•Fleet modernization edge: DHT’s young, scrubber-fitted, fuel-efficient VLCCs (plus ongoing newbuild deliveries) position it well for sustained high utilization and lower operating costs in a tight market, without adding net global supply pressure.67
Comparison to close peers
•Frontline (FRO): The “alpha male”/bellwether crude tanker stock with massive scale and spot exposure. It benefits hugely (and has been called out for upside potential in analyst notes), but its diversification means slightly less pure VLCC beta than DHT.51
•Okeanis Eco Tankers (ECO): Another VLCC/Suezmax player (~8 VLCCs), but much smaller fleet and less pure-play focus.
•Others (NAT, INSW, etc.): Strong but not as concentrated in the VLCC segment driving this specific rerouting dynamic.
Tanker stocks as a group (FRO, DHT, NAT) have already delivered massive 2026 YTD gains (~60%+ through early March) on rising oil prices and Hormuz risks, though some pulled back recently on “peace prospects.” The ongoing US export surge shown in the map suggests the setup for higher rates and ton-mile demand remains intact.4
Caveats: Tanker rates are volatile and cyclical—peace in the Middle East, newbuild deliveries over 3–5 years, or demand slowdowns could reverse gains quickly. DHT (and peers) also pay variable dividends tied to earnings, adding yield appeal in a strong rate environment.
Jim Bianco@biancoresearch
Yes, it appears supertankers are heading to the US to get oil. The US exports 5 million barrels a day. So, the US has it. BUT.... The majority of Middle Eastern crude oil goes to Asia. That is a 21-day trip from the Persian Gulf versus a 50+ day trip from the United States. (A fully laden supertanker tops out at 14 to 17 MPH) So, if the world is going to get its crude from the US, it needs twice as many oil tankers. Expanding the fleet is a 3- to 5-year process.
English
@biancoresearch @SatoStocksTips $OII thesis in a nutshell
English
Yes, it appears supertankers are heading to the US to get oil.
The US exports 5 million barrels a day. So, the US has it.
BUT....
The majority of Middle Eastern crude oil goes to Asia. That is a 21-day trip from the Persian Gulf versus a 50+ day trip from the United States. (A fully laden supertanker tops out at 14 to 17 MPH)
So, if the world is going to get its crude from the US, it needs twice as many oil tankers.
Expanding the fleet is a 3- to 5-year process.
Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴☠️@mercoglianos
@russp Every empty crude oil tanker over 150k+ tons.
English
Top 24 Market Leading Industry Groups by 1-Month Relative Strength
$SOXX – Broad Semiconductors
$SPMO – S&P 500 Momentum
$XSD – Semiconductors (Equal Weight)
$SMH – Semiconductor Giants
$GRID – Infrastructure & Electrical Equipment
$PAVE – U.S. Infrastructure
$EWZ – Brazilian Equities
$ILF – Latin America 40
$IDGT – Digital Infrastructure & Data Centers
$DRIV – EV & Autonomous Vehicles
$SLX – Steel
$BAI – AI & Tech Active
$QTUM – Quantum / AI
$WGMI – Crypto Mining
$COPX – Copper Miners
$FDRV – EV & Future Transport
$XTL – Telecom
$ROBO – Robotics & Automation
$REMX – Rare Earths
$LIT – Lithium & Battery
$XTN – Trucking
$KRE – Regional Banks
$XHB – Homebuilders (Equal Weight)
$GDX – Gold Miners
Note: Chapter 5.3, "Top Down Approach From Industry Group Level"
jfsrev.substack.com/my-trading-too…
Jeff Sun, CFTe@jfsrev
116 tickers of groups and sectors to your spreadsheet for those requested XLV VEGI UNG IHF FXI GUNR MOO IBB XPH KRBN LIT IYK RSPS CHIU PPH XLP IYZ PBE COPX PBJ XLB IGN XHS FTXG EVX XTL GNR BOAT ICLN ERTH BJK FRI XHE CHIQ IHI FDRV XLI GDX KURE WOOD PHO SCHH XTN GRID RSPD IGF SIL XLE XLRE TAN XRT PEJ IAI ROBO ITA MTUM XLU JETS GLD XBI IYT CHIH IYG XLSR XLF KWEB ENFR VPN XAR MJ ARKX BETZ XME KIE AMLP IAK XOP USO SLX XSD FCG ARKG XES IYC XSW OIH BOTZ CIBR KBE WCLD CLOU KRE XWEB XLY ARKQ ESPO EWZ ARGT SOCL XHB FDN MSOS ARKK XLC XLK IGV ITB BLOK URA ARKF SMH ARKW URNM WGMI GBTC BITW
English
@meimeikabu I am a foreigner buying Japanese stocks
I buy following @SatoStocksTips
It's really not that bad. I am also not a spambot
English
個別株で資金が100万円の場合何銘柄ぐらいに分散した方がいいですか？
私は20銘柄ぐらい持ってて一つ上がってもあんまり恩恵うけれない🥲
だからと言って1銘柄に50万円とか入れられないし😩🥹
日本語
@KO_Punch @playground777 Thanks for replying
Yes. High inflation erodes the value of loans
English
@JimmyTrustFund @playground777 찰리멍거와 워런버핏을 존경하지만, 한국의 어마무시한 돈 풀기를 고려하면... 비둘기집은 구경도 못하고 저기 변두리로 밀려나게 됩니다. 대출 최대한 받고 사는 게 장기적으로 남는 장사입니다. 특히, 원화가 쓰레기가 되고 있는 한국은 더더욱...
한국어
신용대출. 중도금대출. 잔금대출 등 뭐하나 안전하다는 생각 하지마시길 ㅋㅋㅋ
집이 안팔려도 예외가 없음.
3달 있다가 팔린다 치면 90일 연체되고 이미 은행권 거래 아무것도 안됨 ㅋㅋ 카드도 싹다 정지고 ㅋㅋ
어느날 갑자기 대출 연장 안되서 신용불량자 될 수 있습니다ㅋㅋㅋㅋㅋ
n.news.naver.com/article/366/00…
한국어
@yuki_toushika Better to leave the house
The work becomes open game mode
Play any mode you want
English
@traderwillhu @SatoStocksTips we are using his dashboard too
English
This is the latest version of my Discord order panel. It features tickers from my watchlist, preset order types, and automated share calculation based on account risk percentage, with various stop-loss options included.
Placing orders by talking to my agent is cool but buying stocks by pressing buttons is fast. It is very easy to deploy it on Discord if you have already built a desktop execution app. For mobile-only traders, this panel provides a highly efficient alternative to traditional apps.
English
@hesp365 Try leaving a bicycle
Somehow that's fair game
English
One of the reasons I have lived in Korea for 21 years is this: people rarely take what is not theirs. You can leave wallets or smartphones on coffee shop tables and they'll be there when you return.
It's so commonplace, Korean people don't even have a name for this behavior.
대한고양이😼@kwonchoistory
한국은 택배를 문 앞에 두고 간다 며칠씩 쌓여 있어도 누가 훔쳐가는 일은 거의 없다 가끔 잘못 배송돼도 연락이 와서 다시 찾을 수 있다 한국 사람들은 정말 놀라울 정도로 남의 물건에 관심이 없다
English
@KO_Punch @playground777 Charlie munger and Warren Buffett out here saying take no leverage take no loans
Here we have Korean home owners buying a suspected pigeon hole abode and getting Jewish trapped for half a century, thinking that is a good idea
English
🟢 New Signal: PSK Inc 319660.KQ 🇰🇷
1. Global Strip Monopoly: Holds the #1 worldwide market share in Dry Strip equipment, a critical component for every advanced logic and memory fab.
English
It took only a weekend before the koreans and jappys start arguing over history
近藤 武蔵⛩️ #朝鮮人は竹島を返せ@iikn_yoritomo
『日本の植民地だったことをめっちゃ嫌がる朝鮮人』だけなら、まだ分かる。 それを、 『日本人が朝鮮人からハングルを奪った』等とウソを吐くから、全力で否定しなくなる。それは、あんたら朝鮮人の『無知』の問題。 日本人と仲良くしたいなら、歴史を学べ。『無知だから無罪』は通用しない。
English
@justinsuntron Bro tried to dump WLFI by sending to HTX
Got caught
Got frozen
Now crying in the casino
English
Whoever is hiding behind this official account, step forward and identify yourself. Every action taken by the WLFI team to secretly implant backdoor controls over user assets, to freeze investor funds without disclosure or due process, and to treat the crypto community as a personal ATM, someone must be held personally accountable for these actions. As the largest investor in this project, I demand that those responsible come forward by name, instead of hiding in the shadows.
WLFI@worldlibertyfi
Does anyone still believe @justinsuntron ? Justin’s favorite move is playing the victim while making baseless allegations to cover up his own misconduct. Same playbook, different target. WLFI isn't the first. We have the contracts. We have the evidence. We have the truth. See you in court pal.
English
𝗗𝗼𝗻𝗮𝗹𝗱 𝗝. 𝗧𝗿𝘂𝗺𝗽 𝗧𝗿𝘂𝘁𝗵 𝗦𝗼𝗰𝗶𝗮𝗹 𝗣𝗼𝘀𝘁 𝟬𝟴:𝟱𝟮 𝗔𝗠 𝗘𝗦𝗧 𝟬𝟰.𝟭𝟮.𝟮𝟲
So, there you have it, the meeting went well, most points were agreed to, but the only point that really mattered, NUCLEAR, was not. Effective immediately, the United States Navy, the Finest in the World, will begin the process of BLOCKADING any and all Ships trying to enter, or leave, the Strait of Hormuz. At some point, we will reach an “ALL BEING ALLOWED TO GO IN, ALL BEING ALLOWED TO GO OUT” basis, but Iran has not allowed that to happen by merely saying, “There may be a mine out there somewhere,” that nobody knows about but them. THIS IS WORLD EXTORTION, and Leaders of Countries, especially the United States of America, will never be extorted. I have also instructed our Navy to seek and interdict every vessel in International Waters that has paid a toll to Iran. No one who pays an illegal toll will have safe passage on the high seas. We will also begin destroying the mines the Iranians laid in the Straits. Any Iranian who fires at us, or at peaceful vessels, will be BLOWN TO HELL! Iran knows, better than anyone, how to END this situation which has already devastated their Country. Their Navy is gone, their Air Force is gone, their Anti Aircraft and Radar are useless, Khomeini, and most of their “Leaders,” are dead, all because of their Nuclear ambition. The Blockade will begin shortly. Other Countries will be involved with this Blockade. Iran will not be allowed to profit off this Illegal Act of EXTORTION. They want money and, more importantly, they want Nuclear. Additionally and, at an appropriate moment, we are fully “LOCKED AND LOADED,” and our Military will finish up the little that is left of Iran! President DONALD J. TRUMP
English
I have always been an ardent supporter of President Trump and his crypto friendly policy.
As an early supporter who invested heavily in World Liberty Financial, I did so because I believed in the vision that was presented to the public: a decentralized finance platform that would promote financial freedom, remove intermediaries, and bring the benefits of DeFi to mainstream Americans.
What was never disclosed — to me or to any investor — is that World Liberty embedded a backdoor blacklisting function in the smart contract used to deploy WLFI tokens. This function gives the Company unilateral power to freeze, restrict, and effectively confiscate the property rights of any token holder, without notice, without cause, and without recourse.
This is the opposite of decentralization. This is a trap door marketed as an open door.
I denounce the ongoing token scandals by the bad actors at WLFI.
I am the first and single largest victim, as a result of their wrongful blacklisting of my WLFI token wallet back in 2025, that violates basic investor rights and blockchain principles of fairness.
Every action taken by the WLFI team to extract fees from users, to secretly implant backdoor controls over user assets, to freeze investor funds without disclosure or due process, and to treat the crypto community as a personal ATM — all of these actions are illegitimate and were never authorized by any fair, transparent, or good-faith community governance process.
The governance votes cited to justify these actions were not conducted through a fair or transparent process. Key information was withheld from voters, meaningful participation was restricted, and the outcomes were predetermined. These votes do not represent the will of the community — they represent the will of those who designed them.
These actions have nothing to do with me. They have nothing to do with the investors who believed the promises this project made. We oppose every one of these actions in the strongest possible terms.
The WLFI team’s actions erode trust in the project. Unlock the tokens and uphold transparency for the community. Let’s build with integrity, not misconduct.
English