Sabitlenmiş Tweet
RBA
5.6K posts
@zerohedge long $OWL at $9.5... $10.50 now... think it's going to $13
$IGV has legs...software disruption fear got excessive
rising software equities should alleviate private credit concerns.
just a trade
English
Gundlach Warns "Bagholders" Will "Lose Money" In Private Credit As BDCs Slash Asset Values, JPM Faces $500MM Loss In Biggest "Hung" Deal This Year zerohedge.com/markets/gundla…
English
the market offered $AEM post blow out earnings at October prices
mind blowing opportunity
Mark@Mark_IKN
Toldya, bitches.
English
@DebraG_Robins bought Northern Star Resources $NSERF and AbraSilver $ABBRF same day, last month. Abra +28%, NSR -5%.
Seems like Oz gold producer stocks are way more sensitive to oil/Iran than producers from other regions.
Best guess not sure.
English
Going out on limb today and calling a bottom in Oz Gold producers
English
@CEOTechnician full domination. awesome game.
throw in the flyers last night... great two nights for PHL
English
Haven’t seen 76ers basketball like this since the 2001 Iverson season
English
When one declares the war is "over," it is always critical that the other side is aware of this decision.
First Squawk@FirstSquawk
IRAN ATTACKS THIRD SHIP IN STRAIT OF HORMUZ - WSJ
English
@simonting My base case is market rips into and a week or two through July 4
250th anniversary
English
@UnicusResearch @SamanthaLaDuc This is all total nonsense.
I sold all my oil stocks on March 31 and went long large cap growth - in size - same day.
Laid out clearly in my feed in a few simple posts.
You were either betting on mass chaos & global famine , or an end to the war. That’s it.
English
@SamanthaLaDuc You, I, and our teams are no match for willful market manipulation.
English
I was feeling really bad about not predicting this melt-up for clients.
Turns out it was an event with .63% probability.
Or as modeled here:
x.com/01101100101001…
1 in 52 billion!!
Data Driven Stocks@stockdatamarket
The S&P 500 just experienced its biggest rally of the century that lasted 13 days - an event with only a 0.63% probability of occurring. To put that into perspective, that’s roughly a 1 in 160 chance-similar to flipping a fair coin and getting heads 7 times in a row.
English
@Macrobysunil but that's the whole point. great reason to sell oil stocks on march 31.
i'll be looking for a time to buy them back but def not now
English
TradingView adjustment is being mistaken for an oil crash.
US Oil was shifted from the May contract to the June contract in Trading view CFD, and since June is trading lower than May, the chart now shows a gap down.
That is a rollover effect, not a real collapse in crude.
A lot of people are reacting to the chart without realizing the underlying contract changed.
English
@maneco1964 The war with Iran is over. It was over on 3/31. The real war is the US / China war for tech/ai supremacy.
This is a long term project.
English
Doesn’t look like peace will be breaking out anytime soon.
Douglas Macgregor@DougAMacgregor
BREAKING: Pentagon approaches GM, Ford and other large auto manufacturers to discuss shifting from auto development to weapons and military supply production.
English
China's sulfuric acid ban starting to move Silver over $80 now
RBA@corptrader
asked Grok 5 questions 1st question: "is it becoming hard, or expensive, to source sulfuric acid?" x.com/i/grok/share/2… $HYMC
English
asked Grok 5 questions
1st question:
"is it becoming hard, or expensive, to source sulfuric acid?"
x.com/i/grok/share/2…
$HYMC
English
@DebraG_Robins Israel is a gas exporter and doesn’t rely on SOH for oil.
USA doesn’t either.
Hence international pressure to fully open it.
English
@corptrader It is open to many countries, just not to enemies US Israel/never will be
English