RogueWayve

2.4K posts

RogueWayve

RogueWayve

@RogueWayve

🇺🇸. Western Civ. Energy, shipping, and mining. Markets are inefficient. We are in a 4th turning crisis.

شامل ہوئے Temmuz 2019
498 فالونگ223 فالوورز
RogueWayve
RogueWayve@RogueWayve·
@James56487175 Damn, the alpha you created on here has been wild. Many thanks, enjoy the travel, come back soon hopefully…
English
0
0
0
310
Keyser Soze
Keyser Soze@James56487175·
Slowly winding down on here after solid ~6 year run. Once my last big inv soon adds another digit behind the family net worth, it’ll be time for a substantial break until the next target rich environment appears. Minimum stress + maximum travel, sun, steaks & weights = best IRR.
English
17
0
124
5.3K
RogueWayve
RogueWayve@RogueWayve·
No bargains yet. Market still too orderly
English
0
0
0
32
RogueWayve
RogueWayve@RogueWayve·
@LogicalThesis Yes, very helpful. Don’t understand the hate, very good arguments to be in cash right now
English
1
0
2
45
Logical Thesis
Logical Thesis@LogicalThesis·
I get a ton of hate on my posts around risks to markets and my high cash position I'd really appreciate if you could tell me if my commentary has been useful to any of you while navigating this volatility over the last month(s)
English
48
1
125
8.8K
RogueWayve
RogueWayve@RogueWayve·
@JacobShap Get governor Josh Shapiro too and have a Shapiro bowl
English
0
0
3
50
Peter Harrell
Peter Harrell@petereharrell·
Treasury just effectively ended sanctions on Belarusian potash, along with several other actions to ease U.S. sanctions on Belarus. Iran war impact on prices--this time fertilizer prices--continuing to impact U.S. sanctions policy. ofac.treasury.gov/recent-actions…
English
2
16
20
4.9K
RogueWayve
RogueWayve@RogueWayve·
@zephyr_z9 @stfbutnou I thought this as well but then looked through their thematic coverage…. They got some things right. Changed my opinion on sell side research, not all is crap. Would ignore their price targets though
English
0
0
0
35
stf
stf@stfbutnou·
bro GS is coming GS: Asia AI Bottlenecks (GSXABOTL) basket comprises of stocks under key industries that are crucial to AI development such as MLCCs, ABF Substrates, BT Substrates, PCBs/CCLs, Glass Cloth, Copper Foil, Tantalum Powder, InP Substrates, Memory, Equipment & other semiconductor materials (wafers, photoresists).
English
3
5
39
5.5K
RogueWayve
RogueWayve@RogueWayve·
@stfbutnou They have actually had really good coverage on the thematic even in 2024 and mid 2025. Underrated
English
0
0
0
138
RogueWayve
RogueWayve@RogueWayve·
Thinking $alde.v Aldebaran resources can be a great trade here
English
0
0
0
73
Unemployed Value Degen
Unemployed Value Degen@SFarringtonBKC·
@joinyellowbrick If they kissed the wall they're for the war. Just common sense to not attach yourself to things while they are perceived to be negative. This is a huge sign that the war ends very soon IMHO.
English
6
0
14
1.1K
Yellowbrick Investing
Yellowbrick Investing@joinyellowbrick·
Pretty interesting that Rubio (and Vance) have been mostly silent on the war. I think this is literally the first thing Rubio has reposted about it. Pretty clear that some of Trump’s closest officials are not fans of the war.
Secretary Marco Rubio@SecRubio

English
4
0
20
7.1K
Bucket Shop Capital
Bucket Shop Capital@bucketshopcap·
Seeing a lot of “this too shall pass” kind of posts. While correct & I respect the thought way more than being a doomer…this also is really nothing yet. Important to save some of your morale boosts for when we might actually need it.
English
6
0
61
12.2K
govro12
govro12@govro12·
Nintendo versus $SONY: shcking that the brand new console SW2 (outside of 🇯🇵) gets outsold from a 6year old PS5. The attach rate (2.2) is very low. The most popular 3rd party Cyberpunk for SW2 LY sold only 10% of copies on SW2. Swapping all my 28xPE Nintendo to 16xPE Sony Sunday
James@JamiesAct

Xbox getting destroyed. 😭😂

English
8
3
21
10.7K
taobanker
taobanker@taobanker·
I hate to admit this, but seekingalpha premium is highkey one of the best deals / biggest necessities ... hard to go a few months without it without regretting the lack of access to publisher articles + comments sections
English
14
2
134
16.7K
RogueWayve
RogueWayve@RogueWayve·
@kjnkjp Does this assume Hormuz stays closed going forward?
English
1
0
0
63
Kenji Nakamura
Kenji Nakamura@kjnkjp·
I had GPT 5.4 do a research-intelligence-grade analysis of the 2nd and 3rd-order effects of the Iran war, and Nikkei closing prices going forward. By next month, we'll see PE/PP solvent producers 'double-ordering' due to cracker production cuts. Nikkei will fall to 50,900.
Kenji Nakamura tweet media
English
3
3
15
1.8K
RogueWayve
RogueWayve@RogueWayve·
@TraderPamplona I have an open mind, will do so 🙏 Will never turn down engagement in good faith 🫡
English
1
0
1
67