Herbert’s Burner

2.5K posts

Herbert’s Burner

Herbert’s Burner

@burner_herbert

Katılım Şubat 2022
161 Takip Edilen230 Takipçiler
SilverDegen
SilverDegen@SilverDegen·
What does it mean when global bond yields are all simultaneously rising and gold is selling off while equities are down?
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NoLimit
NoLimit@NoLimitGains·
What the fuck is happening to beef?
NoLimit tweet media
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Massimo
Massimo@Rainmaker1973·
Four students from Purdue University in the USA have created a robot that can solve a cube in 0.103 seconds. A human blink takes 0.2-0.3 seconds, so this is literally being solved quicker than in the blink of an eye.
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End Tribalism in Politics
End Tribalism in Politics@EndTribalism·
Congressman Tim Burchett says Big Oil controls both political parties and manipulates Americans at the pump. “We get zero oil from Iran. Zero.” “Yet the price is going through the roof.” “It’s going through the roof because it can.” “I just think it’s a racket.” “The oil companies, they’ll shake that money tree.” “They know how to do it on both sides of the aisle.” @timburchett
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Hedgeye
Hedgeye@Hedgeye·
The 10Y Treasury yield now exceeds the S&P 500's earnings yield by 90 bps, the second deepest negative spread since 2002.
Hedgeye tweet media
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First Squawk
First Squawk@FirstSquawk·
Gold Could Rise If Fed Guidance Points to Future Easing-wsj
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The Assembly
The Assembly@InTheAssembly·
The 30yr US Treasury yield is doing something very strange right now and I think I know why. Look at these candles. This is not normal volatility. Something is deeply wrong with the bond market right now. Here's my honest take on what's happening: I think China is dumping US Treasuries. And the market doesn't have enough buyers to absorb it. Here's why that matters: When someone sells bonds normally, there are buyers on the other side ready to absorb the selling. The price moves smoothly. What you see in this chart is the opposite of smooth. You see yields spiking and crashing violently within the same candle, over and over again. That's what happens when a MASSIVE seller hits a market with no liquidity. The order book is empty. There aren't enough buyers. So every sell order moves the price violently before someone steps in. China holds nearly $700 billion in US Treasuries. That's down from $1.3 trillion at its peak. They've been quietly reducing for YEARS. If they're now accelerating that exit, and they have every geopolitical reason to, this is exactly what it would look like on a chart. Not a clean selloff, but a chaotic one. The kind that breaks things. I could be wrong about who the seller is. But I'm not wrong that something very unusual is happening in the world's most important bond market. And the stock market hasn't figured it out yet. If you want to know where WE are deploying capital next, turn on post notifications this is VERY important. Many people will wish they followed us sooner.
The Assembly tweet media
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J. Mangual
J. Mangual@MLBShotsFired·
Inflation is completely out of control, you can’t even take 3 kids to a Detroit Tigers game anymore without spending an arm and a leg! Crazy!
J. Mangual tweet media
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First Squawk
First Squawk@FirstSquawk·
URSULA VON DER LEYEN: LOOKING BACK, I BELIEVE IT WAS A STRATEGIC MISSTEP FOR GERMANY TO ABANDON NUCLEAR ENERGY — IF WE ARE SERIOUS ABOUT CLIMATE, BOTH GAS AND COAL ARE FAR MORE HARMFUL THAN NUCLEAR.
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Leading Report
Leading Report@LeadingReport·
Airlines for America President blames Elizabeth Warren and Pete Buttigieg for destroying lower air fares and thousands of jobs by annihilating Spirit Airlines.
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Herbert’s Burner
Herbert’s Burner@burner_herbert·
@CryptoNobler UAE has about 1.5m barrels per day of spare capacity. The Strait moved 20m barrels of oil per day. Lies.
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0xNobler
0xNobler@CryptoNobler·
🚨 WARNING: THE NEXT 24 HOURS WILL CHANGE EVERYTHING!! Tomorrow, UAE will officially leave OPEC and remove all caps on oil production and exports. They spent $3.3 BILLION building a secret pipeline to flood the market with cheap oil. And Iran’s blockade CANNOT touch it. That means oil supply changes overnight. And when oil supply changes, every market reprices. Stocks. Bonds. Crypto. One of the world’s largest oil producers is now positioned to pump at full scale while routing exports around the entire Iran conflict. More oil supply with protected export infrastructure changes global pricing. Oil moves everything. Energy drives inflation. When oil falls, transport costs fall. Manufacturing costs fall. Shipping costs fall. Consumer prices fall. And when inflation falls, central banks move. Now connect it: → UAE pumps more oil → Habshan–Fujairah routes it around Hormuz → Global supply expands without regional bottlenecks → Oil prices fall → Inflation drops → Rate cuts accelerate → Liquidity expands And when liquidity expands, risk assets skyrocket. Bitcoin. Tech. Growth stocks. Capital rotates fast. But there are only two options now: 1⃣ US-Iran war ends. Regional pressure cools. Shipping stabilizes. Iranian exports return. And UAE supply scales at full capacity through Fujairah. That creates maximum supply expansion. No bottlenecks. No quota limits. No blocked exports. Oil drops hard → Inflation falls fast → The Fed pivots → Liquidity returns → Risk assets surge. 2⃣ War escalates. Hormuz becomes unstable. Shipping lanes face disruption. Regional exports get squeezed. But UAE keeps exporting. That makes UAE the most strategically protected oil exporter in the Gulf. While others face chokepoint risk, UAE keeps flowing. That makes Fujairah one of the most important oil terminals in the world. It’s not just a pipeline. It’s an oil war hedge. It’s a supply chain weapon. It’s the infrastructure behind UAE’s OPEC exit. They built their own route. Then they removed the cap. That was the plan. And now the market is repricing it. Pay attention NOW. Because the pipeline changes who controls oil flows in the world. I’ve studied markets for over 10 years and called nearly every major top and bottom. And I’ll call the next market crash too. Follow and turn notifications on. I’ll post the warning BEFORE it’s too late.
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Vexxid.eth
Vexxid.eth@Vexxid_·
@zerohedge Uhhhh actually it would literally flow exactly like it did before…
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zerohedge
zerohedge@zerohedge·
*HASSETT: OIL WILL FLOW LIKE NEVER BEFORE WHEN HORMUZ OPENS
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Herbert’s Burner
Herbert’s Burner@burner_herbert·
@CRUDEOIL231 Oil spikes, rates spike, growth halts, copper needs growth, copper goes down Possibly
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JH
JH@CRUDEOIL231·
Metal bros, as you know i’m a structural bull on copper and a few other minerals. Is there anyone out there who’s super bearish on copper for the next 12-24 months? I’d appreciate it if someone could thoroughly crush my thesis. I’ll be reading carefully.
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Tim Sharp 🍊 🍊 🇺🇸
Tim Sharp 🍊 🍊 🇺🇸@realtimsharp·
I have a feeling that it isn’t aliens the government is hiding. It is the zero point energy technology they use that is being hidden.
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Mazo Cak
Mazo Cak@mazo_cak·
@AshtonForbes I saw the comment that it's not really secret, and I learned they're correct! Just look at the patents that exist, and AI is more than willing to share!
Mazo Cak tweet media
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Ashton Forbes
Ashton Forbes@AshtonForbes·
All my friends are texting me asking me about the missing scientists… Imagine a world where one government figures out thermonuclear fusion and thus limitless clean energy before everyone else. They hide it for decades but use it for military supremacy. Treat the economy like a game of sim city. In such a world it wouldn’t be unusual to see unidentified flying objects or for high ranking military scientists to disappear without the government saying a word. Secrecy is paramount. That’s the world you live in. Don’t you see it?
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Herbert’s Burner
Herbert’s Burner@burner_herbert·
@AshtonForbes You don’t think they would find a way to charge you for “free” energy? You think energy companies rather pay and manage all the people and infrastructure and logistics to extract and refine oil rather than just produce free energy and sell it to you?
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Ashton Forbes
Ashton Forbes@AshtonForbes·
They’re doing this alien stuff because they have no idea how to disclose black project technology so mind bending people would go insane. Hard to explain why we’ve been hiding free energy and spacetime manipulation technology.
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Templar
Templar@GingkoPT·
This market is a fucking shitshow... the biggest oil crises in decades and people are buying the most expensive market ever in a 5% drop... how fucking retard u are really?
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