Bull de Abaxx/ Natural Gas Bull

LNG and Lithium Carbonate

Time is ticking for the shorts. Tick Tock. 🚀🚀

Silver is going to have a very big year next year, IMO. ..And I think this will be the first silver mania that Asia fully participates in as well (in the 80s-early 2000s the lunar caustic metal craze was mostly a North American silver bug phenomenon, but I think Asia really gets going on this one like gold in 2025).

According to CIRO filing numbers, the beach ball boys 🩳were 51.4% of all trades from Feb 15 - March 15 (ex market maker), shorting $20-30mm per month to try to paint a chart breakdown, hoping some naïve shareholders draw horoscope lines on a chart and assume the company/stock is in trouble. But here's the thing, as I pulled the CDS data, when sampling the broker custodians where stock lending flows (often much bigger than total daily volume) aren't overwhelming the daily settlement movements, we find that 7 of 8 custodians were net buyers (only Odlem had a 320 share net outflow, with total net inflow at 15,942 across the 8...and alongside a fund buying 250k). I.e nobody is capitulating on net, and they are simply borrowing blocks of stock larger than normal daily volume and manipulating a price chart, but they're mostly buying and selling from each other with otherwise unobtainable shares at these prices. So why am I writing all of this? Mathematically speaking, the Abaxx chart (my cost of capital) is a totally meaningless mark of the company's value based on the marginal net trade (one shorter buying and selling from another one while shareholders accumulate in the residual). (...oh yeah, and the day that we announced a gold delivery, they borrowed as much stock as they could to stuff the natural flows, but they had to sell so much that they failed to deliver significant stock that day based on US side filing data only -- Canada doesn't publish this but I'm hearing its a massive problem and some big bank lawsuits are in the works...its a dirty manipulated market as anyone watching our trading can see).

Prediction: In less than 90 days, all channels that we thought were safe from spam & automation will be so flooded that they will no longer be usable in any functional sense: iMessage, phone calls, Gmail. And we will have no way to stop it.

There is +$1 trillion in futures initial margin sitting in clearinghouses to make the futures industry and commodity financing go round (commodity futures are not about retail speculation, its about risk transfer for producers totally exposed to top line price volatility with huge CAPEX costs). ‘ Commodity futures are key to every part of the fuel and food supply chains that effect our daily lives. So what is the composition of that $1T in margin collateral? What is its haircut for non cash assets? How fast can it move? This is not a small market or inefficiency. ID++ will help turn more assets than cash into HQLA, lower haircuts, faster asset movements, better risk management, lower cost of capital for the producers that make the world go round.