Klebber

This is how I see $BTC long term #TA

Just the beginning. This guy will do anything to lower oil. At least try to. 😄

@JoshYoung Oil equities are climbing a wall of worry!

There are great opportunities in oil and gas stocks here. Pessimists sound smart. Optimists get rich.

@AahanPrometheus Well done the 🤖 played this beautifully

It's been a good week for the Prometheus Multi-Strategy Program. Max long energy + short global equities + short industrial metals In a week or two, we might enter the zone where even a TACO can't do much to stop the economic repercussions. Time to go FULL MACRO?

@tsxman Biggest difference between $MRC.TO and $MRG.UN?

$MRC.TO George Armoyan continues to buy. He has taken down $2.8 million worth of sleepy Morguard in March. Almost everybody who held this has capitulated on it due to the inaction over the years. He's rich enough to wait and prob triple his money w/ wide margin of error I guess.

@BergMilton I read this and see “long soybeans”

Institutional research and Strategy:miltonbergedge.com Individual investor service: MiltonBergEdge.com — a proprietary risk‑on/risk‑off model for long‑term investors. See attached Report of January 30. Note we re-shorted Gold and Silver on 2-27

@calvinfroedge And the long bond is higher, can’t make this shit up 🤣

So the dollar is down, oil is down, and gold is down a lot, all at the same time

@calvinfroedge Countries sell whatever they can to buy oil?

So why are people selling gold? This one is really hard for me to grasp Only thing I can come up with is rotation to energy

@trend_bullish I bought more

$MER.TO Long term target 6$, just need investor attention...

Still very bearish in the medium to long term but expecting a short squeeze this week $spy

@NuggetCapital With the facts on the ground today best estimates say ~8% of oil supply is roughly offline. Still the largest energy disruption in history. Obviously a ceasefire would help and that’s priced into equities. If it wasn’t we’d already be in a bear market.

No doubt, this is a serious issue but what the permabullz aren't telling you is some key facts.. massive loadings from Saudi Arabia, Iran's oil exports higher now then before. What happens if ceasefire of some sort + 400 million barrels of global release?

@MWG_Jamie Isn’t it the unemployment rate that is more relevant and less revised?

The LFS data in Canada is pure noise. In Sept 2025, CA added 118k jobs and later revised down to -58k. For comparison with US data, that’s like saying we had the best jobs month in history (+1M) and then revising it, actually it was one of the worst in history (-500k). Maybe it was a terrible report but it might turn out to be a nothingburger.

@SowingAlphaSeed The banks are ripe for shorting

Somebody tell me why canadian banks are not the easy short right now $xfn

@deepvalueco $cfod short the cad banks and thank me later 👍🏻

Can't remember being this cynical about the Canadian market Banks are expensive, oil is expensive, Gold is expensive Tough to find big stuff that makes sense

@YellowLabLife Own so much of it and don’t mind waiting things out and collecting a dividend

Have to say the Koala is legitimately surprised how much AlphaMoon $AFM.V has pulled back given LME tin price is $48-51k the past few weeks The marsupial goes on a high altitude mountain retreat for a week & doesn't comment about one news release and everyone panics? It's ~25% dividend yield at these levels

@marketplunger1 @real_MikeBarnes $TAL.TO has insane torque to oil price

Two nights ago @real_MikeBarnes tweeted: “I feel like there is a chance we are going to make so much money in small oil stocks it’s going to make gold shares seem tame." My question: “Suppose my friend here is right. What names should I own?” 50+ ideas for you to research.

It’s over.

@trend_bullish Have owned this in size for a while, thanks to @RealRickRule

$MER.TO unfollowed name... with huge upside. P&F target 6$

@blondesnmoney Already up 20% on this name and I keep adding 👍🏻

People are plowing into $LXU, $UAN, $IPI on fertilizer concerns, and if we do end up having a year like 2022 I get why those names would benefit, but $IFOS is already trading at 5x earnings, has a pristine balance sheet with a net cash position, and a heavily aligned management team (Castlelake owns 60%). I think Itafos trades at a sizeable discount to peers likely due to the fact it's listed on the Venture exchange and not accessible to most US investors, but as the company continues to put up record numbers and returns cash via special dividends (now that they have reduced a $250 Million net debt position to close to zero over the last 5 years), I think it'll finally garner some attention. Cheapest in the peer group, clean balance sheet, aligned owners, and now a decent tailwind.

@TgMacro Respect you being able to change your thesis with new info 👍🏻

I didn't have Iran blowing up our tankers on my BINGO card so that was an immediate DE-RISK moment for me. Oil = chest out. E&P = OUT of gas. Homebuilders = interesting. Financials = broken. DXY = breaking shit. Gold = totally unphased. Choose your fighters. $SPY $XLE $PHYS