Brandon Beylo
Druck is the GOAT.

He's probably taking his profits in $NVDA and buying gold, silver, copper, and miners.

Druck told small event he is out of $nvda last night. Its gonna get in press and cause 5 pct drop imo - Live Monitor
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Brandon Beylo
The Ultimate Tin Baron. https://t.co/Qdw7vbz93d

A single trader is holding a futures position in tin equivalent to over 90% of the volume held in LME warehouses

@cangsizhi

https://t.co/Uh72SOoysX - Jack Farchy
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Brandon Beylo
This is still one of my favorite threads that I've written on copper.

Over a year old but provides insight into potential Electrification demand drivers.

Hope you enjoy.

#copper

Copper is one of the most exciting metals to study.

We're obsessed with "Electrifying" the world.

But we have completely ignored the MASSIVE metals supply/demand imbalance.

This creates one of the most asymmetric bets in all of markets.

A thread on the copper setup ... 🧵 https://t.co/SDyTrpBEYp - Brandon Beylo
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The Long Investor
$BTC let there be no doubt who has been correct on $BTC for the last year.

Chart below on the 16th of March and today, with no changes.

Wave A is currently underway, 0.38 fib is the target. https://t.co/GcKUVTzYtM

$BTC I brought you up from $19,000 to $73,000

Now I'll bring you down.

This pull back is an opportunity, when this ABC correction is complete, $BTC will start its next aggressive move up. https://t.co/7zGJoZ1ZFV - The Long Investor
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The Long Investor
$SPY peaked at $524 and dropped down to $500 now and lost the 50 Day MA cleanly.

Another similar drop to $474 and it will test the 200 Day MA

Be under no illusion right now
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The Long Investor
$BABA still in its long wedge

I am finding it difficult to ignore these prices and will start adding more shortly. https://t.co/uARTE6GMoJ
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Antonio Linares
Over the coming 4-6 quarters, I believe $PLTR ‘s free cash flow yield will increase considerably, driven by faster deployment speeds and lower costs.
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The Long Investor
RT @TheLongInvest: $SPY has been in an Impulse Wave since 2008 GFC crash.

Even with the Covid Low in March 2020, it aligned with a Wave 2 pull back, holding at the 0.78 Fib perfectly.

Even Wave 4 pulled back exactly to the 0.5 Fib and held the 200 MA.

After every Wave 5, there is a Corrective Wave, which is Primary Wave 2 here of an overall impulse wave.

Generational wealth was made after the ‘08 GFC Crash, after Covid Low and it can be made again after this Primary Wave 2 is complete.

$SPY Chart below from November and following our count.
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The Long Investor
$SPY the chart that got ignored but now everyone is talking about it. https://t.co/ilPI2FG24E

$SPY has been in an Impulse Wave since 2008 GFC crash.

Even with the Covid Low in March 2020, it aligned with a Wave 2 pull back, holding at the 0.78 Fib perfectly.

Even Wave 4 pulled back exactly to the 0.5 Fib and held the 200 MA.

After every Wave 5, there is a Corrective Wave, which is Primary Wave 2 here of an overall impulse wave.

Generational wealth was made after the ‘08 GFC Crash, after Covid Low and it can be made again after this Primary Wave 2 is complete.

$SPY Chart below from November and following our count. - The Long Investor
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The Long Investor
Remarkably I am not seeing panic on X as much as I thought...

Oh Dear

Red flag.
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The Long Investor
Imagine you only started investing in March 2023.

Wave 4 pull back between August and October ‘23 was regarded as hell for you.
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The Long Investor
You need to understand

- Commodities
- The Vix
- The Fundamentals
- The US 10 YR
- Bond Market
- Impact on Inflation
- Geopolitical consequences
- OIL futures

To understand the Market.

I see frustration everywhere because people can not understand the movement of their stocks or the market.

Be careful listening to people who just draw two lines on a chart.

$SPY
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