PSA for the silver folks gesticulating about Shanghai exchange spot differentials; it’s a higher delivery grade 99.99 (four-nines) vs COMEX 99.9 (three-nines). That higher purity actually matters for electronics/tech applications. Feel free to re-refine, then pay the shipping and

This exact situation was touched on by Eric Weinstein back in November 2024, a great, informative podcast. At 6-minutes in he lays out the post-WWII order being stale. Great watch- youtu.be/3fbcOF2tUCk?si…

Current Index weightings of the top 10 of each. QQQ SPY ES NQ

Citrini after this weekend's piece... Citrini

Looking at the current forecasts, this feature film is going to be playing on loop for the next 2-months #natgas

After last month's insanely negligent natgas opex settlement halt by the CME Group, rumors abound of denying filed legitimate claims. Everyone saw where ICE traded (unhalted). "Have you been injured in an exchange trainwreck? Call the Texas Hammer!!" In all seriousness,

BTFD!!

Market being pretty nonchalant about it here? #QQQ #SPY #ES_F #NQ_F

This is the #1 reason the Iranian regime has been able to hold their population hostage for so long; they cannot be materially challenged. x.com/i/grok/share/d…

BTFD!

Would a defeated IRGC pull a Saddam and set their oil wells on fire as a last act of defiance to hurt Iran's finances? #risk

Dip buyers waiting for the next headline

At this moment, the nazcrack is down a whopping 0.6% from pre-war Friday. There is no geopol risk, right? #QQQ #NQ #NQ_F

Turning a blind eye on his fellow SEAL brotherhood was a very short-sighted move.

Harold Hamm-

Amaaaazzzzing! LMAO

In my 30-years, this is prob the most amazing thing I can recall. There is no fear of anything; from valuations, credit crackings, inflation via sudden 35% oil spike, job losses, a big banging of the beehive in the ME, etc..... We cannot muster a proper correction on all of the

The enemy of my enemy is my friend-