Offshore
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Brandon Beylo
Copper is up $0.26/lb or 6% since this tweet.
Trading commodities is hard.
Sometimes, the best bull markets look like the best short environments. And they stay that way for a long time.
There's no "right" answer to how to trade these.
What works for me: follow price.
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Copper is up $0.26/lb or 6% since this tweet.
Trading commodities is hard.
Sometimes, the best bull markets look like the best short environments. And they stay that way for a long time.
There's no "right" answer to how to trade these.
What works for me: follow price.
The latest CoT Positioning Data suggests pullbacks in:
• Copper
• Gold
• Silver
This isn't surprising, given their run over the past week.
Pullbacks are a healthy part of any bull market. https://t.co/6nS5vhOtgA tweet
Offshore
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Q-Cap
World Map PE Ratios Excluding USA
The amount of low PE stocks is stunning. https://t.co/ylj71whPrz
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World Map PE Ratios Excluding USA
The amount of low PE stocks is stunning. https://t.co/ylj71whPrz
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Offshore
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Brandon Beylo
My Coal Twitter friends will like this chart.
Coal ETF $COAL forming an inverse H&S basing pattern.
Interesting potential setup here.
What say you @mfwarder? https://t.co/2yq3NF0KHG
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My Coal Twitter friends will like this chart.
Coal ETF $COAL forming an inverse H&S basing pattern.
Interesting potential setup here.
What say you @mfwarder? https://t.co/2yq3NF0KHG
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Brandon Beylo
Rafael Nadal has always played every match like it's his last.
But now, he's celebrating every victory like it's his last.
That is how you know he knows.
Grateful we get to watch him for as long as we still can.
#mutuamadridopen
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Rafael Nadal has always played every match like it's his last.
But now, he's celebrating every victory like it's his last.
That is how you know he knows.
Grateful we get to watch him for as long as we still can.
#mutuamadridopen
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Offshore
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Brandon Beylo
Imagine what would happen to copper prices if the supply deficit expanded to 30% by the end of the decade.
All the easy copper has been mined.
What's left is more expensive, with greater regulatory burdens, and without enough labor to mine it.
Higher prices are inevitable. https://t.co/TMeSyezJNS
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Imagine what would happen to copper prices if the supply deficit expanded to 30% by the end of the decade.
All the easy copper has been mined.
What's left is more expensive, with greater regulatory burdens, and without enough labor to mine it.
Higher prices are inevitable. https://t.co/TMeSyezJNS
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The Long Investor
RT @JamieMcullough: So let me get this straight. $BIDU a $38B company by market cap has increased $TSLA ‘s market cap by $60B with their self driving technology?
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RT @JamieMcullough: So let me get this straight. $BIDU a $38B company by market cap has increased $TSLA ‘s market cap by $60B with their self driving technology?
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Offshore
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Antonio Linares
With $TSLA FSD approved in China, we are getting close to this vision https://t.co/275RW14Q03
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With $TSLA FSD approved in China, we are getting close to this vision https://t.co/275RW14Q03
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Brandon Beylo
Got uranium $U.UN?
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Got uranium $U.UN?
A US official suggests reopening shuttered nuclear power plants in bid to fight climate change https://t.co/xEXxx6FyPj tweet
X (formerly Twitter)
Bloomberg (@business) on X
A US official suggests reopening shuttered nuclear power plants in bid to fight climate change https://t.co/xEXxx6FyPj
Offshore
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Clark Square Capital
Finally, L'Occitane gets an offer from the Chairman at HKD 34 per share.
The Chairman needs 90% approval from disinterested parties. So far, they've only locked up 38%.
Will we see a deal bump to get this through?
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Finally, L'Occitane gets an offer from the Chairman at HKD 34 per share.
The Chairman needs 90% approval from disinterested parties. So far, they've only locked up 38%.
Will we see a deal bump to get this through?
L'Occitane International S.A. $973.HK is a leading global beauty and personal care (BPC) player at ~10x FY25 earnings, growing at a mid-teens plus rate over the next few years.
Below is the summary thesis (link in the next tweet, open to all). Comments appreciated. https://t.co/IYa1H0HlPB tweet