LendingLord

$gold not rising on re-escalating conflict. Real yields rising fast enough to overwhelm war premium. Short term bearish, tp'd the gold stocks

Update: printing, execution game getting stronger

Nibbling metals miners last 24h. Some nice charts out there, ferociously bullish long term metals regime. Will continue to scale in at lower prices

$wheat

$wheat playing out. Having a great year, seems the game is getting easier given strural drivers at play

Printing

Looking to long copper. Trigger being decisive 4h close above 6.20, this is my signal demand overpowering exchange warehouse inventory (LME, CME etc)

Pulling the ladder up by taxing people who are just trying to stay level with inflation is a systemic failure that erodes the social contract and threatens the long-term stability of our society. And that affects all of us. Dont drink their koolaid.

🇦🇺The Math of Inequality: 1) ​Gov spends/prints money (or starts war) > inflation go up. 2) ​You invest just to keep your savings from losing value. 3) ​New CGT rules tax those "gains" > you’re now actually further behind than when you started.

@jasonpizzino Retard take big man

Australia should have gone further this budget rather than holding back on CGT, negative gearing and trusts... remove ALL taxes on economic productivity (personal income tax, business, employee, etc), add more tax to unproductive wealth creation (hoarding land, metals, BTC, etc). Nothing really changes until there is a fundamental change.

@trader1sz Looks like the shire boss

GM

Space stocks r next

$RDW interesting

Guess its time to start paying attention to crypto again. Everyone sleeping. Industry hated, deeply oversold territory. Good hit rate on these setups

@JesseCohenInv @iv_technicals Alive cat bounce

What do you call this chart pattern?

Added more size on $BML and $ASL (GDXJ flows) before close. Miners up 30% since bottom fishing weeks back. Still long oil and producers from much lower along with my soft commod exposure which looks to be starting its move

@Crypto_McKenna It seems so obvious but so few see it

I think there is no difference between what scientists call cellular autonoma or computational irreducibility than the religious notion of the divine. Matter is imbued with intelligence and in my framing I believe this is what mystics have called life force. That every atom in this cosmos has the ability to create complex systems and that this intelligence permeates all matter. There is no divine design but there is divine complexity.

Result: higher than forecasted local inflation and yet another flow-on effect of need for structurally higher interest rates as a result. #GeelongFire #EnergySecurity #AUKUS #AusPol #MacroStrategy #Inflation #Geopolitics

Personally this reminds me nordstream pipeline bombing during the last energy crisis, forcing Germany to buy expensive US LNG. Which was conveniently swept under the rug without conclusive investigation results.