Fthegurus

If you’re serious about understanding physical commodity trading (not just futures charts or guru hopium), read this book NOW: ‘The World for Sale: Money, Power, and the Traders Who Barter the Earth’s Resources’ by Javier Blas & Jack Farchy. Why it’s the best: • Lifts the curtain on the real players: Glencore, Trafigura, Vitol, Cargill – the merchants who move oil, metals, grains across borders, no matter sanctions, wars, or corruption. • Explains physical side: logistics, financing, storage, deals in shadowy corners (Saddam oil, Libya rebels, Putin cash flows). • Shows how these ‘swashbucklers’ connect resource countries to global finance – and why they hold insane power. • Eye-opening stories (Marc Rich origins, embargo busting) that make you see why physical > paper trading hype. • No dry textbook: reads like a thriller, but packed with real insights on how commodities actually trade. If you trade silver/miners/BTC hedging, this explains the upstream reality gurus ignore. Best book I’ve seen for grasping physical commodity world (even in 2026). Who’s read it? What hit you hardest? Or drop your go-to physical trading book below 👇 I warned: most ‘commodity education’ is futures fluff. This is the real deal. #CommodityTrading #PhysicalCommodities #Silver #Metals #NoFinancialAdvice

@OleOines I agree. And we can have a debate about that. Its crazy. But those kind of posts are misleading.

@fthegurus I'm old enough to remember buying silver rounds at $1 under spot from a famous retailer last November. +$3 was the norm. My guy in the strip mall was always +2.50. Paying +$8-10 on generic or constitutional and +$20 for silver eagles is nuckin futs.

Sick and tired of these kinds of posts 🚨 A silver coin, refined from raw materials, transported from the smelter to a warehouse, stored under security, and produced with human labour, will of course be sold at a premium. It’s common sense. Does it mean silver prices are suppressed by evil banks? NO ❌ Does it mean silver prices will rally toward the spot price? NO ❌ We can debate whether a $19 premium is logical (it isn’t!). But that page probably isn’t updated to reflect today’s crash. So, what am I trying to say? Don’t go max long on silver just because you saw a post from a Furu claiming the price is suppressed because physical trades at a premium compared to spot. There are other reasons to long silver—this isn’t one of them! #Silver

@SGTreport Did you marked my post finally? Be more humble next time. 😉

QUOTE: "Silver falls below $70/oz DUE TO RISING INFLATION" and the Iran War. Makes perefect sense, right? Welcome to upside down world... AKA hell.

@vidad742 Hi! This is the link of LME. You can also ask grok to tell you (it’s faster) lme.com/market-data/re…

@fthegurus Salut, tu as un lien pour suivre ces stocks ?

Copper stocks in the LME continue growing at a really fast rate 🚨 If LME stocks keep increasing, it will be very difficult to expect a rise in copper prices. I will wait a little before starting to build a position in $Copper. I think the war situation will trigger a global recession and slow copper demand. #Copper $FCX

@NordicBullX Luxembourg !

@fthegurus Sweden is fucked up in so many cases but also really really good in some. But I will be leaving part-time. Where are you living?

@NordicBullX wow. Wasnt aware of that. Thanks for the comment! Crazy times we live in. (Pd: I guess Sweden is enjoying the benefits of a diversified culture 😂!)

@fthegurus Yeah they steal copper in Sweden mainly because of high prices and quick cash from scrapyards. They cut railway signal cables, causing massive train chaos for a lot of people while they pocket a few hundred dollars 🙃

@ChikuTrdr @clashreport Exactly !!

@fthegurus @clashreport This is surely AI . He can't be alive . X xperts can't be wrong 😂

Netanyahu: I am alive. You are all witnesses.

@NordicBullX Copper scrap ? Do you know what do they do with it ?

@fthegurus In Sweden they steal copper like crazy

@Osint613 So he is Trump’s lil bitch?

Netanyahu on Trump: "I don’t think any two leaders have been as coordinated as Trump and I. Trump is the leader, and I am his ally."

@RichardCabezza You can buy a gold oz at $4563 in any broker account. If you want to buy a gold coin expect to pay a premium. x.com/fthegurus/stat…

Go buy an Oz and tell me what is costs.

@goldseek it was a huge opportunity. $80 next week. x.com/fthegurus/stat…

Silver prices back above $72

@TaviCosta It was an opportunity. Did you buy ? x.com/fthegurus/stat…

The selloff in silver over the past 15 days has been one of the most extreme moves we’ve seen in history. Only two other episodes are comparable: One marked a major peak, the other a major bottom. Personally, I have never seen a true peak in precious metals under conditions like these: · Supply historically constrained · The capex cycle still near record lows · Large new discoveries virtually nonexistent · Stagnant production · No meaningful new projects coming online More importantly, the entire industry still represents only ~1% of global equity markets. Let’s dive into a few ideas: tavicosta.substack.com/p/gold-time-to…

@MikeZaccardi Don't worry! I saw a post from an X “oil expert” saying that in Oman the price of oil is $180, so I’m going full port on oil.

Brent crude oil was near $120 this morning... now under $105

@KobeissiLetter Bad news for the oil experts calling for a $200 oil barrel🛢️

Saudi Arabia is ramping up oil exports amid the Strait of Hormuz closure: Crude oil shipments from Yanbu, a port on Saudi Arabia's Red Sea coast, are up to 4.19 million barrels per day. This marks a +185% increase from the ~1.47 million barrels per day that moved through the port in February, before the Iran War. The surge is being powered by a 746-mile pipeline rerouting crude from the eastern oil fields to Yanbu, bypassing the blocked Strait of Hormuz entirely. Shipments have also more than doubled since January’s 1.29 million barrels per day. As a result, Saudi Arabia has already recovered more than half of its pre-war export capacity of ~7 million barrels per day. Furthermore, at least 32 large oil tankers are waiting near Yanbu to load, with more still heading to the port. Saudi Arabia is aggressively looking to bypass the Strait of Hormuz.

@NoLimitGains We are experiencing a change in the world order. Be prepared.

Nobody can sell their house. Nobody can afford to buy one. Retail can barely afford groceries. Companies can’t afford to refinance their debt at current rates. $9 trillion of US debt rolls over this year. But sure, we’re good.

@MattWallace888 This is clear proof that the video was Ai!! Netanyahu is dead.

Benjamin Netanyahu staffer caught on camera putting his script on the podium. When she looks up and sees it is live, her face goes numb!

@hajiyev_rashad Please tell me what will you do, so I do the exact opposite 🙏🏻

Silver goes from negative 13% intraday to negative 3% recovering most of the decline. The bloodbath is over? Let's wait and see the price action tomorrow for confirmation, but so far so good as silver almost formed a bullish reversal hammer...

@basedposadist1 @AshCrypto It’s not that ALL capital from gold is going to BTC. But a lot of profits were made on gold the last 12 months and it’s not crazy to think that some of it is going to BTC

@fthegurus @AshCrypto So let me get this strait. Gold loses more value than the entire market cap of BTC while BTC has been hovering around 70k this week (with a bump last week from 65k) and you're calling that a capital rotation? No more rate cuts and to cover losses in equity markets imo

This is UNBELIEVABLE. When the war started, everyone thought Bitcoin would crash and gold would pump. But the opposite happened. Since the war began, gold is down -17%, wiping out $6.4 trillion in 20 days. Meanwhile, Bitcoin is up 10%, adding nearly $128 billion to its market cap.

@zerohedge I worked in Trafi. Believe me, these idiots know nothing.

Good work Trafi

@NoRegretNoGain I told you to go long, but you were afraid to hit the buy button. x.com/fthegurus/stat…

NOW IS THE TIME TO FOLLOW I got INCREDIBLE news on why this is dropping. Hit that follow ASAP