Offshore
Photo
Brandon Beylo
If you think you've missed much of the move in commodities/metals.

You haven't.

May I introduce you to Platinum Group Metals #PGMs.

PGMs are vital in catalytic converters, which help reduce carbon emissions in vehicles.

Demand will inflect via hybrids + emissions standards. https://t.co/dTlQEuKzil
tweet
Offshore
Photo
The Long Investor
$NIO 50 Day MA is aligning with the wedge breakout level.

The drift down continues. https://t.co/v449260jIJ

$NIO
$XPEV
$PSNY https://t.co/zdkd4DU6Sm
- The Long Investor
tweet
Giuliano
The problem with not understanding is that it is not an enduring strategy.

Even if one yields good results, it's unlikely for them to be sustainable.

Under such eventuality, the rational decision would be to stop playing.
tweet
Offshore
Photo
The Long Investor
$PYPL continues to ride the storm. https://t.co/En4p3hSJ8J

$PYPL we are not surprised to see $PYPL battling entirely within the battle zone range.

$67 needs to be flipped to support for the fight to be over. https://t.co/MPaF19IYcr
- The Long Investor
tweet
The Long Investor
This is likely going to be an important 24hrs for the market.

Oil price on watch.

$OXY USOIL $HAL

⚠️ HOSTILE AIRCRAFT INTRUSION ALERTS SOUNDING IN NORTHERN ISRAEL - ISRAEL WAR ROOM ON X
- *Walter Bloomberg
tweet
Offshore
Photo
The Long Investor
GOLD

The last time Gold went this parabolic was:

- Jan 1980
- Sept 2007
- Nov 2011
- May 2020

This is not normal https://t.co/47FSXpBAex
tweet
Offshore
Photo
 Q-Cap 
Because of its franchise model/real estate $MCD Operating Margins are at 47.1% which is higher than Apple , Microsoft, Meta and Google

They have a FCF conversion rate of ~90%

They bought back nearly 50% of their
S/O in the last 20Y

They paid out over $20B in dividends in the last 5Y

Cash Monster
tweet
Offshore
Photo
Brandon Beylo
I'm excited to share a replay of my first podcast conversation with @calvinfroedge.

Calvin is one of the most unique/independent thinkers on this platform.

Our conversations taught me a ton about metals, mining, and energy.

I hope you enjoy it.
https://t.co/xvA7RrBhiX
tweet
Brandon Beylo
A lot of commodities move/trade on trend-following systems.

Most of these are simple moving average programs that buy when a commodity trades above the 50D or 200D MA.

Look at coffee or cocoa futures.

The same thing can happen to gold, silver, copper, etc.

#Commodities
tweet