Zed

@oguzerkan $KSPI better

Fintech is cheap across the board. $NU is at ridiculous 11x 2027 earnings... These companies are expected to deliver double-digit annual growth for at least the next 5 years. If market sentiment worsens further, we can get 2023-like buying opportunities. Are you buying any?

@goldseek they have plenty of sovereign money, for sure not

Is the UAE selling their 74+ tonnes of gold holdings for USDollars? …to defend their dirham currency = pegged to the US Dollar. The capital flight must be quite large out of Dubai on top of all the financial strains taking place.

@Rory_Johnston no way to trade it

Cash Dubai crude (balance of the month) just broke above $170 per barrel. To my knowledge, no crude has ever commanded more than $170/bbl before.

@MarketMike it will happen

This is why I don't just watch the index. $XLE Energy has been grinding higher all year. A big part of that? Oil spiking on geopolitical risk. That's been the fuel. $XLF Financials, the opposite. Broke its trendline, selling off hard, sitting near the lows. The question worth asking: when this oil spike runs its course, does money rotate back into financials? Because that's the kind of sector rotation trade most people don't see coming until it's already happened.

@AlaliQasem i think some QE might solve every problem

Goldman Sachs just dropped a bombshell: Oil could stay above $100 for YEARS. Here’s why you need to pay attention 🧵👇

@Kacper_PK_CH best stock to play the trend?

Coal. 👇

@Silver__Santa exactly, they are selling winners

Gold is being sold not because it's no longer a safe haven, and not because the macro is bad. No, Gold is only being sold because leveraged funds are getting margin called, and want to sell their best performing and most liquid Gold asset to cover their losses. The last time this happened in 2020 COVID, Gold saw new highs within 3 months. Just sayin'.

$USO Basically the current US Administration is acting like pirates stealing oil already contracted to some party and using the way they want. Another great move! gulfnews.com/business/energ…

Trump just pulled a genius move on Iranian oil and it's savage! The U.S. is letting 140 million barrels of Iranian oil already at sea get sold off. Prices drop, market gets flooded with supply. But Iran gets zero dollars because sanctions block them from the cash.

@SProcissi32298 @GiovanniZibordi esatto. E come al solito gli amici del buffone sostengono la borsa che rimane unico dato positivo di una presidenza da vomito

@GiovanniZibordi La scarsità (che c'è, eccome) non c'entra una palla, è una grave crisi di liquidità, si vendono "alla disperata" gli asset più spendibili per coprire le gigantesche perdite accumulate a seguito dei ribassi sui mercati occorsi a causa della guerra in Medio-Oriente...

oggi l'Argento in particolare ha avuto un crash, ma l'Oro anche è collassato, perde un -5% e rotti La storia famosa della scarsità di Argento era una gran palla alla fine...

@GiovanniZibordi finalmente ottimi livelli per acquisto

@TaviCosta all maturing t-bills will be invested in precious metals. We will see

The selloff in silver over the past 15 days has been one of the most extreme moves we’ve seen in history. Only two other episodes are comparable: One marked a major peak, the other a major bottom. Personally, I have never seen a true peak in precious metals under conditions like these: · Supply historically constrained · The capex cycle still near record lows · Large new discoveries virtually nonexistent · Stagnant production · No meaningful new projects coming online More importantly, the entire industry still represents only ~1% of global equity markets. Let’s dive into a few ideas: tavicosta.substack.com/p/gold-time-to…

@MikeZaccardi perfect sell at previous highs

Brent crude oil was near $120 this morning... now under $105

At current levels $AGRO should make another equity offering and cut leverage. It would be great

@negligible_cap Netanyahu?? Wasn't he dead??

*NETANYAHU: ISRAEL HELPING US OPEN STRAIT OF HORMUZ Markets turn green on the day. What a turnaround. Netanyahu effectively declared victory over Iran

@patientinvestor the stock doesn't pay dividends in kind

I can finally afford a Ferrari!

@icooperTrades quite weird today crude ended at the lows but gold and usd sold!

#Oil (or at least $WTI ) down 4.5% today and currently right at the $95 support level. I started my short last night at just under $100 and now looking to see if it can break down from this $95 level. I still like the triple negative divergence, bear flag formation and peak fear in the media. BUT, this is a volatile asset in a war so it could still spike up and I will add if it gets towards $120. Below, I would probably take profits at around $85 if it gets there. #USoil #Brent #Crude

@SKmacro @michaellebowitz people do not have any idea about what's happening

@michaellebowitz Is this why the dollar is weakening today?

BREAKING: GOLD COLLAPSES AS ARAB GULF STATES SELL THEIR ASSETS TO RAISE MONEY Put differently, in this time of crisis, they are selling their gold in favor of US dollars.

@LiQuidPr0Qu0 @michaellebowitz @grok finally I can buy lower

Narrative Laundering? @grok any evidence of this? We were told #GOLD was a safe haven!? 😆 Most people aren't aware that the MIDDLE EAST is a key DISTRIBUTION POINT for PHYSICAL GOLD Traders in London are dumping because they can't receive the physical delivery with #War If you KNOW GOLD market you would've figured this out The dumping is rampid

@michaellebowitz I don't think so!