汉贼不两立
95 posts
@DRolandAnderson @NorthstarCharts Before the war between America and Iran, I bought a lot of oil futures.Some of them expire in June 2026,some in December 2026 and some in June 2027. I've already made some profits,and I'll keep the rest that hasn't expired.The Middle East war actually happened beyond expectation.
English
@NorthstarCharts @tassel609 And 90% of people who comment have a timeframe of 5-8 minutes.
I have GOT to resist the temptations to read the comments sections.
Just because the OP is smart, doesn’t mean the comments will be!
English
It is HIGHLY UNLIKELY that oil will remain below $200/barrel in the years ahead. Indeed $300+ is probable.
Northstar@NorthstarCharts
If you expect oil to stay below $200/barrel for the next 5-8 years, you're ignoring 150 years of evidence 👇
Nice, France 🇫🇷 English
@tassel609 The timeframe for my forecast is 5 to 8 years.
Nice, France 🇫🇷 English
I hired him after watching him play Warcraft 3 at an internet café. His skills were superb, and he could multitask better than anyone else in the game.
While he worked for me, we had many long discussions about investment philosophy and operational management.
Like I said, he was my top employee by far over two decades. So it’s no surprise that he’s now a multimillionaire real estate investor and developer himself.
I share my knowledge with those who are willing to listen. I block the trolls, burner accounts, and the losers who never grew up.
Eric Yeung 👍🚀🌕@KingKong9888
One of my former employees from decades ago, who was my top performer, just bought 200 acres of farmland. He has since become a very successful businessman. Time flies. (Picture below is just a visualization of 200 Acres of farmland.)
English
@reward4risk @silver207141 If so, long positions should be significantly increased. Everyone will speed up the emptying of comex's silver inventory.
English
@silver207141 Probably right on this. We've been hearing from companies (First Majestic, for example) that they have been selling metal directly to corporate buyers (at higher prices, I might add).
English
Most of the May OI reduction yesterday did not "roll" it just closed. We may be facing a market where only (or mostly) speculators are remaining. Industry and those who need to hedge real metal have gone elsewhere. This aligns with the lack of inflows to COMEX vaults and recent margin reductions. Those who require physical have had enough of COMEX paper games. The question is how long can an exchange without real customers set the price of a commodity.
English
@silver207141 If so, long positions should be significantly increased. Everyone will speed up the emptying of comex's silver inventory.
English
@silver207141 I think there is something very wrong with your inference. If comex's silver price is fake, then they can buy very cheap silver here, and they should like it better.
English
有點可怕😧中國房地產真的有跌這麼慘嗎？有沒有本地的小夥伴可以confirm
Hedgeye@Hedgeye
🚨 China's Real Estate Market has erased all gains from the last 20 years
中文
$NE +8%!
Even before the Iran war, it was clear that new oil fields had to come online fast to avoid an oil shortage.
Doubt it? Look at Noble’s share price before the war.
Today the market wakes up to countries wanting less dependence on the Middle East.
Karel Mercx@KarelMercx
12.9% of my portfolio is now in oil & offshore drilling $VAL $CVX $XOM $RIG $FTI $SDRL $NE $PBR $WFRD $SUBCY $OXY $SLB A mix of oil majors that can keep expanding production and offshore companies benefiting as old fields decline and new deepwater projects become essential🌊⚙️
English
@RiseHarvest Because the market thinks that the price of gold is not sustainable, it will fall back after a while.
English
#Gold miners are still printing cash, but the market’s barely reacting. Q1 free cash flow was a wake-up call, and if Q2 keeps the momentum, these valuations are going to look way off. Something has to give.
Not financial advice. DYOR.
Oliver Groß@minenergybiz
Gold Miners: Gold equity valuation relative to other sectors - Real free cash flow yields remain strong and attractive. Another great chart from RBC 🪙👇
English
Buy #Gold, buy #Silver
You can get it on SD bullion, Hero Bullion, bold precious metals, monument precious metals and from the Libertycoin store on eBay.
The Wall Street Journal@WSJ
Americans are getting more worried about having enough money for a comfortable retirement, because of rising costs and fears about the health of entitlement programs on.wsj.com/4eJ1RGl
English
Back in March I warned about #soyoil being way too cheap. It was then at ard 64,30 or so. If you check my feed, I went on the chase it on up days ard 66,00/67,00, something I rarely do. Friday July Soyoil closed ard 71.30. Oh and 4 years ago, that thing was at 77.50
Christian Klein@clkleinmonaco
#Soyoil #Corn Even though we are green today on both, I’ve added to my long (corn May futures/soyoil july) anticipating some bullish news on Thursday during the White House Party. I mean, you don’t invite farmers at a party to deliver shit news 😂
English
📈SILVER TO 4 FIGURES⁉️
🚀ETF DEMAND WILL DRIVE SILVER INTO A MANIA‼️
🚈Silver guru James Anderson says SILVER WILL SOON BECOME A MOMENTUM TRADE AGAIN - & sees TWO more BIG RUNS for silver ahead- with the MANIA phase potentially sending silver from ⚡️ $700 to FOUR FIGURES⚡️:
silvertrade.com/news/precious-…
English
@henryhuchina 很多国家拿到美元，不投美股，而是在COMEX倒腾黄金，再倒腾到伦敦黄金市场，提现货运回国。。
俄罗斯拿到印度卢比，在印度市场买走黄金白银，运回家存储起来。。
白银的需求，以新能源和AI为最，需求看增
最近上海库存增加(出口限制)，缓解了一些情绪
中文
纸黄和纸白都很少人玩了，CME要刺激下交易量多赚点钱。这个调整不是单纯的利多贵金属，因为这也同时加大了做空的力度。总之这次下调，肯定会放大贵金属价格的波动性。
湖若深@henryhuchina
我长期跟踪COMEX和SGE的贵金属库存，有一个值得注意的新特征：贵金属在国内外都出现了低持仓、高提现、价格韧性强的奇异组合。 境内外的投行在2月份开始，就一致把贵金属的投资仓位维持在历史低位，大家都非常默契地不去炒高黄金的价格，但同时都在低调的提取实物。这些机构中不乏是国家的影子买手。 由于这个纸面低调和实物抢跑的情况出现，因此这也解释了为什么美债收益率越来越压不住黄金，虽然短期仍然对黄金有影响，但他却像金属疲劳在累计的弹簧。 保护好你手里的黄金多仓。我反而期待黄金能够震荡久一些，等机构慢慢抽干实物流动性。
中文
