Tiasa Mondol

@NakedHedgie Do you log into LinkedIn at all? Couldn't find a way to send message on X (understandably) , and so I sent a message on LinkedIn without checking whether you check it at all. Any way, have been a follower and just want to send some appreciation words. Take care :)

@baldguymoney Also don't jump on the ship too fast! Let Trump announce there is a solid deal with Iran and let oil price to come down to 80$ ish a barrel. Even then it will take a while for the market to figure out an inflation - adjusted bottom for precious metals. So quite a bit of wait :)

Couldn’t hold it - and this is why I said not to chase on Sunday. We consolidate for a bit longer - but don’t waste the pullback this time around.

@baldguymoney It could drop a bit further as liquidity is getting stuck in delusional growth narrative like AI/ Tech stocks.

Bullseye 🎯

@TedPillows Do shorting after Nvidia’s earnings. The sellers are waiting for that.

Why would I buy stocks at all-time highs when billionaires are dumping them? Seriously. The S&P 500 is euphoric right now, and retail investors are acting like risk no longer exists. Meanwhile: • Insiders are selling • Hedge funds are hedging • Buffett is hoarding $380B cash But somehow the average person thinks THIS is the safest time to go all in? This market offers terrible risk/reward. The upside from here is limited. The downside is massive. Smart investing is buying fear. Not buying after everyone already got rich. I loaded up in 2022 when people were panicking. I loaded up again in 2025. Right now, I’m waiting. Because cash is a position too. And I have a BIG short position on $BTC that I shared with my X subscribers. The correction will come fast, and most people will pretend nobody saw it coming. Don’t say I didn’t warn you.

@baldguymoney I think there will be a pullback - once market sees headlines and peace talks can't get oil down to the 60s range.

Watching Gold & Silver's reversal signals closely today. Not quite there yet - but looking good so far. Is this the reversal? Or a fake out before one last pullback? What do you think?

@Glenn_Diesen Someone like Prof. Jiang would say losing the war was the agenda to begin with.

Marco Rubio argues that "Operation Epic Fury is concluded" as the objectives were acheved. In reality, Iran won this war. There was no regime chenge, no nuclear deal, no limits of ballistic missiles and drones, no decoupling of ties between Iran and its regional allies, and the Strait of Hormuz is now under Iran's control. US bases in the region have been destroyed, the US alliance system has been weakened, and the petro-dollar will not recover. This epic failure was not just another failed regime change war, this will severely weaken the position of the US in the Middle East. All that was achieved was the murder of many Iranians and keeping the Epstein files out of the media.

At SIAL in Montreal, visiting the U.S. booth. A delegate said, “Sorry about our idiot president.” I replied... “Idiocy isn’t an exclusive trait of political leaders only in the U.S.”

@baldguymoney It is signalling a NASDAQ + S&P crash. The euphoria is unprecedented. Also a signal that oil is probably going to 150$ to crush this euphoria (if it can).

Can’t decide which period had worse Gold & Silver sentiment. July 2025 or Now. Anyone want to weigh in?

@capnek123 That is a beautiful run-route! Where is it? :)

A quick 5km workout between the interviews.🏃 #uranium #gold #silver #copper #oil

@HedgeFundFomo I thought we would have a black Friday last week but oh well 🤷‍♀️

Just spoke to 2,000 Wall Street Bankers They all told me that tomorrow will be a BLACK MONDAY Crash of epic proportions There is nothing that can be done to reverse this

@capnek123 If i remember the great @RealRickRule , in the decade of the seventies the gold price corrected 50% and it was during the oil embargo i think. History should rhyme and repeat this time as well.

@capnek123 Gold will eventually blow past 5k but not this week i think. Market hasn’t priced in the oil shock.

This week will be interesting for #commodities. We could see #oil back over $100, #uranium over $90 and #gold back over $5K.

@DonDurrett Also don't you think miners are losing play right now - with such high energy prices and stable metal prices, i don't think their margin going to improve in the short to mid term.

I'm in the < $4500 camp. I'm waiting for the next correction. Even if it takes 3 months.

What comes next for gold?

@DonDurrett Good thinking. Stock market sever correction is coming and with that gold correction.

@duediligenceguy Smells like dot com bubble

Okay, it's off a low base... but it's still almost 6x based on a plan, not any actual value added. I'll leave it to independent speculators to decide whether this exuberance is rational or not.

@s_m_marandi @Glenn_Diesen Prof. Marandi , was it a surprise to you that the negotiations were unsuccessful?

@Glenn_Diesen Thank you very much for inviting me.

Marandi in Islamabad: The Negotiations Collapsed and the War Will Resume youtu.be/nRYcvX1eX5k

@capnek123 Lucijan do you have any sulphur producer plays?

The disruption of sulfur flows through the Strait of Hormuz combined with China’s sulfuric acid export restrictions creates a sharp supply squeeze, driving acid prices higher and forcing #uranium producers—especially ISR operators—to either absorb rising costs or slow production, which tightens spot uranium supply and supports higher prices. Over the next six months, if these constraints persist, the market likely shifts from cost inflation to actual supply disruption, with delayed mining output, intensified competition with #copper and #batterymetals for acid, and reduced project development, reinforcing a structurally bullish outlook for uranium as both current and future supply become constrained.

@Bushra1Shaikh Not sure why this was surprising. All this is a theatre to continue the war.

Breaking: Talks in Islamabad have ended and thus far there is no deal. Before JD Vance left the press briefing he said an offer was left on the table. The Iranian delegation say they were far more flexible, while the U.S were maximalist and cannot agree to these terms.

@jacksonhinkle You mean *not* agreed to release frozen assets

🚨🇮🇷🇺🇸🇱🇧🇮🇱 BREAKING: Iran agreed to start negotiations with the U.S. after Israel 'limited' their attacks to Southern Lebanon The U.S. also agreed to release frozen Iranian assets Honestly embarrassing, another 'red line' violated...

@badcharts1 It will curve out an inverted parabola at the top. Nothing follows a straight line upward or downward in this market.

Nvidia has avoided its "Day Of Reckoning"... for now. Always stay objective and unbiased using proper chart analysis.