Offshore
Photo
Brandon Beylo
Something that nobody wants to talk about.
What if Chinese copper demand from housing doesn't matter over the next 5-10 years?
What if they replace that demand with militarization/stockpiling?
What if other countries follow suit?
How high could #copper go?
tweet
Something that nobody wants to talk about.
What if Chinese copper demand from housing doesn't matter over the next 5-10 years?
What if they replace that demand with militarization/stockpiling?
What if other countries follow suit?
How high could #copper go?
War is extremely bullish for #copper.
Take the NATO 155 mm artillery shell, for example.
According to the article, "Every shell contains 0.5 kg of copper, and Ukraine is firing up to 7,000 per day."
Wow.
"They can build a new mine in Ukraine with all that copper scrap.” tweet
Offshore
Photo
Brandon Beylo
The same companies virtue signaling about "carbon emission reduction" and "going green"
Are the same companies increasing Carbon Emissions by 50%+.
AI will require more carbon emissions than anyone thinks.
How will we get all that energy?
#energy https://t.co/EcsNN5FPKu
tweet
The same companies virtue signaling about "carbon emission reduction" and "going green"
Are the same companies increasing Carbon Emissions by 50%+.
AI will require more carbon emissions than anyone thinks.
How will we get all that energy?
#energy https://t.co/EcsNN5FPKu
tweet
Offshore
Photo
Brandon Beylo
RT @Cyclical_invest: Wait until you look at tungsten
tweet
RT @Cyclical_invest: Wait until you look at tungsten
War is extremely bullish for #copper.
Take the NATO 155 mm artillery shell, for example.
According to the article, "Every shell contains 0.5 kg of copper, and Ukraine is firing up to 7,000 per day."
Wow.
"They can build a new mine in Ukraine with all that copper scrap.” tweet
Offshore
Photo
Brandon Beylo
In order:
• Medvedev in 5 sets
• Tommy Paul in 5 sets
• Taylor Fritz in 4 sets
• Djokovic in 1.5 sets (De Minaur retires due to injury)
What do you guys think?
#Wimbledon
tweet
In order:
• Medvedev in 5 sets
• Tommy Paul in 5 sets
• Taylor Fritz in 4 sets
• Djokovic in 1.5 sets (De Minaur retires due to injury)
What do you guys think?
#Wimbledon
The final eight at #Wimbledon
Pick your semi-finalists! https://t.co/T6YHfhyh0P tweet
Offshore
Photo
Brandon Beylo
Relative strength is SO IMPORTANT in resource/commodity investing.
You want to own the stocks that are outperforming their underlying commodity.
Idaho Strategic $IDR is one of the best examples of this in the gold market.
Look at this YTD outperformance.
#gold https://t.co/SSnhw4a634
tweet
Relative strength is SO IMPORTANT in resource/commodity investing.
You want to own the stocks that are outperforming their underlying commodity.
Idaho Strategic $IDR is one of the best examples of this in the gold market.
Look at this YTD outperformance.
#gold https://t.co/SSnhw4a634
tweet
Offshore
Video
Brandon Beylo
Honestly, this strategy makes perfect sense to me.
Djokovic has won everything there is to win in tennis.
He can't motivate himself with "yet another Grand Slam."
So he has to improvise, get creative.
He has to believe that the crowd is out to get him.
I love it.
tweet
Honestly, this strategy makes perfect sense to me.
Djokovic has won everything there is to win in tennis.
He can't motivate himself with "yet another Grand Slam."
So he has to improvise, get creative.
He has to believe that the crowd is out to get him.
I love it.
One of the moments of the Championships so far.
And wasn’t on court. https://t.co/PTE3xjd7kT tweet
Brandon Beylo
RT @cycle_strategy: Interesting thought by Brandon
tweet
RT @cycle_strategy: Interesting thought by Brandon
Something that nobody wants to talk about.
What if Chinese copper demand from housing doesn't matter over the next 5-10 years?
What if they replace that demand with militarization/stockpiling?
What if other countries follow suit?
How high could #copper go? tweet
twitter.com
undefined
undefined
Offshore
Photo
Brandon Beylo
Okay I'm going to call it.
We're in Breakout Mode in tin.
Nine consecutive bull bars with above-average buying volume.
You love to see it.
#tin $AFM.V https://t.co/0vVkuTylF1
tweet
Okay I'm going to call it.
We're in Breakout Mode in tin.
Nine consecutive bull bars with above-average buying volume.
You love to see it.
#tin $AFM.V https://t.co/0vVkuTylF1
tweet
Offshore
Photo
Brandon Beylo
RT @RhinoInsight: 1️⃣ Don't miss @marketplunger1 great pitch on Sibanye Stillwater $SLP, a 🇿🇦 South African mining company producing a unique mix of metals including PGMs, battery metal and gold 👇
https://t.co/8yu4yy8cyB
tweet
RT @RhinoInsight: 1️⃣ Don't miss @marketplunger1 great pitch on Sibanye Stillwater $SLP, a 🇿🇦 South African mining company producing a unique mix of metals including PGMs, battery metal and gold 👇
https://t.co/8yu4yy8cyB
tweet