Robert Bachmann

Oil and treasury yields.

Imagine 1999-2000. The internet has changed the game. Nothing like it has ever come before, And it still wasn’t any different for the market. Because humans get greedy, chase and panic because they have already spent those gains in their head.

@KingKong9888 Sold in the hole….

Yes, this is real. Cointelegraph posted this (it’s a legitimate account), and the claim is accurate based on recent SEC 13F filings. Via Super Grok

@TheLongInvest Completely overbought. Semis are in a massive bubble

'We are not in an Ai Bubble' $INTC: LOL, ok.

Hundreds of people have been lining up outside Swatch stores in London, Zurich, New York, Singapore, Bangkok, and Osaka, desperate to get their hands on the Audemars Piguet x Swatch collab. Retailing for around $400, it's going to sell out fast and then appear on eBay for thousands Welcome to the latest craze

@mineralsmindset “One of the few commodities where prices are going up”. As I see it most are going up. Copper, Nickel, Ags, cacao, beef, oil, uranium etc..

"Lithium is now one of the few commodities where prices are actually going up..." “You’ve got demand growing, two major sources of supply disrupted in China and Zimbabwe, and a lot of projects that have been shuttered or curtailed in the last down cycle that are yet to be switched back on. So it’s a very positive set-up [for #lithium]." =Canaccord Genuity’s Reg Spencer. Spodumene now trading at US$2960/tonne according to S&P Global Platts. 👇 The highest level since August 2023. afr.com/markets/commod…

@sparkes_dwayne @WVerily Still surprised they sold out of $UNH in Q1 in the hole. Doesn’t look like something Warren Buffett would do.

The amount of red tape and lack of incentives in the exploration/mining industry should be deeply worrying for all Australians. This new budget further discourages the important work of explorers and prospectors. Why is it that Australians don't pay tax on Tattslotto and gambling, but the people using their own money trying to find the next Broken Hill, that will generate billions in revenue, get crushed by taxes and red tape? Exploration and mining is without a doubt, the backbone of Australia. It practically funds everything and has done so, since the gold rushes of the 1800’s. Your cushy government job, your government funded construction project, your youth allowance, the overinflated fee you’re able to charge out as apart of the NDIS, your schools , your hospitals, etc.. It’s all a trickle down from the mining and resources industry, which in turn is thanks to exploration, which is largely in turn thanks to prospectors. It's our main productive industry that generates the country money. Agriculture comes second but its not even close. For those of you who don’t know how it works, every mine here starts with a prospector. A prospector is someone who out of their own pocket, tries to find early signs of mineral deposits. They take on a significant amount of risk. It’s highly likely they’ll go their entire career without finding anything economical. It’s a tough gig and there are no guarantees. Prospects that do get generated generally make their way to the capital markets via exploration companies who will raise millions of dollars to drill and further develop these prospects. 1 in 1000 projects becomes a mine. The problem is, it's becoming more and more difficult for prospectors to do an already very challenging type of work due to the serious amount of red tape and lack of incentivisation. Why would a prospector risk so much of their money when the incentive has become less and less with time. Prior to 1996, prospectors used to be tax exempt back when the government had an ounce of sanity. I mean why would you want to tax the guys who off their own backs are out finding Broken Hill which in turn will generate billions of dollars and thousands of jobs? I’d have thought you’d want to encourage that? Seems the government wants to discourage the generation of prosperity. The new budget just further lowered the incentive for prospectors even more. It makes me think they don’t want Australia having anymore mines. So without prospectors, mining will eventually shut off. The lack of greenfields discoveries already should be alarming every single one of us. There are a few companies drilling out prospects at the moment, but who is generating these prospects and when were they generated? There's barely anybody left doing the early stage work to get drill ready targets. No new ideas, no new prospects, just old regurgitated bits of ground. The country was built off mines such as Broken hill, Mount Isa, etc.. Broken Hill for example was discovered by Charles Rasp in 1883. It’s what founded BHP, a A$300 Billion dollar company. Paddy Hannan, first found gold in Kalgoorlie, leading to the generation billions of dollars in revenue. Lang Hancock discovered the iron ore potential of the Pilbara. EJ Simpson's work alone in the goldfields of WA is said to have largely boosted the entire of WA's economy greatly at the time. A single man's work boosted the entire economy of WA. They all did it with their own money, took massive risks and their government wasn’t working against them. Unfortunately these days, it’s quite the opposite and large sums of capital are going into developing overseas projects (Simandou Iron Ore, etc.). BHP, the company built in Broken Hill, is shifting investments overseas at a rapid rate. This should be very worrying for all Australians. We can’t even do a simple soil sampling program here without jumping through massive hurdles. Yes, that's right, a soil sampling program (not drilling) deeper than just 30cm will cost you ~$100,000 in red tape fees alone, before you even get started. Mines generally have a mine life of 15-20 years, so there will be a bit of a lag before we will feel the full effects. If prospectors die off, discoveries die off, mines die off, the economy dies off, Australia goes third world. Don’t vote for any politician until they have a plan to reduce taxes and red tape. We need to fix this before its too late. Cheers for reading. #Budget #mining #auspol

This is the Revenge of the Old Economy in real time. A super cycle already underway before Hormuz closed. Brent will break out. The security premium is not transitory. Three drivers. Not fading. Intensifying. Deglobalization. Electrification. Redistribution. All three turbo-charged versus our 2020 super cycle call. We are still in the bottom of the first inning. None of the imbalances have been resolved. They grow by the day. Own the grains/softs. Own the metals. Own the molecules. Remember, you cannot print molecules carlyle.com/carlyle-compas…. 10/10

Welcome to the most asymmetric trade in modern financial history. The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade. Get long. Buckle in. Hang on for the ride. Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

@GlobalWatchClub Don’t like the date window on the overseas. Font is ugly and the background color should be the same as the dial.

Vacheron Constantin is the best watch brand in the world at the moment Prove me wrong...

By far the most embarrassing thing about this is that the hedge fund guy was using the MOST CRINGE website on the entire Internet for milf sex 😬 x.com/i/grok/share/4…

@TheLongInvest Do you understand their rationale for selling?

$UNH During Q1 was between $250-$290 This is where Berkshire sold its entire position ON THE VERY LAST DAY OF Q1, $UNH was at $260 and then ran to $401 Meaning. Berkshire sold between $250-$290, missing the ENTIRE +55% gain in 6 weeks. Not a good start for Greg in Berkshire

@_FORAB He likes to focus on raising his profile in public…

这次英伟达老板黄仁勋，没有跟随特朗普 直接跑到胡同去吃方砖厂炸酱面了 该炸酱面荣获多年的米其林推荐

@StockOptionCole well he might be proven right once the semiconductor bubble pops. the issue with shorting is always timing.

Michael Burry charges a fee to tell his Subscribers he's shorting $NVDA since $200 I've never witnessed a bigger idiot than him

@TaviCosta Uranium

Copper. open.substack.com/pub/tavicosta/…

@TheLongInvest yes completely overbought.

$INTC I don't know who needs to hear this but $INTC is not a buy Parabolic moves, regardless of who they are should be avoided.

@Gen777777 yes not taking a bus in Thailand...either fly or drive yourself.

Nice, but Id be at the front the whole time making sure the driver was awake the whole way to Chiang Mai

@MarioNawfal All these videos from Americans that have never been to China…

🇺🇸🇨🇳 Bret Baier coffeemaxxing in China. Would you try a robot coffee?

@Mr_Derivatives @FirstSquawk There is no fear. The fear and greed index is at 66

@FirstSquawk What market volatility?

JP MORGAN SAYS INVESTOR FEAR IS RISING FAST, WITH MANY CLIENTS TURNING FULLY BEARISH ON THE STOCK MARKET DESPITE THE GLOOM, JPMORGAN TRADERS ARE TELLING CLIENTS NOT TO PANIC AND TO STAY CALM AMID MARKET VOLATILITY PER CNBC

@KobeissiLetter Why did the Visa CEO go to China?

BREAKING: The White House has published a full list of business leaders who are joining President Trump on his trip to China: 1. Elon Musk, Tesla and SpaceX CEO 2. Tim Cook, Apple CEO 3. Larry Fink, BlackRock CEO 4. Stephen Schwarzman, Blackstone CEO 5. David Solomon, Goldman Sachs CEO 6. Jane Fraser, Citigroup CEO 7. Kelly Ortberg, Boeing CEO 8. Michael Miebach, Mastercard CEO 9. Ryan McInerney, Visa CEO 10. Larry Culp, GE CEO 11. Sanjay Mehrotra, Micron CEO 12. Cristiano Amon, Qualcomm CEO 13. Brian Sikes, Cargill CEO 14. Dina Powell McCormick, Meta Executive 15. Jacob Thaysen, Illumina CEO 16. Jim Anderson, Coherent CEO There may be additional CEOs who join the trip that are not yet named. We continue to believe the market is underestimating the potential outcomes of the US-China summit.