
Supply constraints don’t make a bull market — sustained, strong demand does. We’re not there yet. #Uranium #Copper #BaseMetals
Casper
1.4K posts

@UraniumCasper
Ex-banker turned cat enthusiast & wannabe uranium/precious metals investor. I talk my book—stocks in my tweets are owned unless stated otherwise.

Supply constraints don’t make a bull market — sustained, strong demand does. We’re not there yet. #Uranium #Copper #BaseMetals




Is Trump really the madman who threatens to annihilate Iran, with a big stuffed rabbit next to him nodding its head? He issues ultimatum after ultimatum… then keeps pushing the deadlines back. What if he’s not that crazy after all? The Strait of Hormuz is not really his problem — or barely. It’s the world’s problem. If Iran is forced to appease other countries and let their tankers pass, that brings oil prices down. And Trump’s real issue is the price of oil, not the supply through the Strait of Hormuz. The United States is the world’s largest producer; it doesn’t need Gulf oil. By constantly delaying deadlines while promising a deal, he contains price spikes and prevents market panic. He may be crazy — but there’s a kind of genius in that madness. While Trump buys time by playing the markets, Israel and the United States are finishing the job in Iran. And when the war ends, there will be almost nothing left standing in Iran. And nearly all the leaders of the old regime will be dead.













Netanyahu is very action-oriented. In the past at critical juncture in the fight against Hamas and Hezbollah he will fly to Washington to meet Trump in the White House or address the US Congress or to appear in person at Fox News. You don't see Netanyahu doing that anymore. HE IS DEAD!



We’re living in a world where Jean Riachi can give his opinion on George Galloway…and it’s called freedom of speech. What a time to be alive




5-day pause conveniently into the weekend. No one wants to shake markets while they’re open. All major escalations follow the same playbook. #Iran #Israel #US #OOTT

Trump orders the Pentagon to postpone military strikes against Iranian power plants and energy infrastructure for a five-day period US and Iran have had very good and productive conversations over the past two days