🟡 CD PROJEKT Group Q3 2025 earnings 🟡 Today, 26th November: ▶️ 5:20 PM CET - release of earnings ▶️5:30 PM CET - audio webcast youtu.be/Pn6sEsxceqQ

🇷🇺 KREMLIN SAYS IT IS PREMATURE TO SPEAK ABOUT STRIKING PEACE DEAL ON UKRAINE - IF 🇺🇦

Seeing a lot of unusual bullish call activity on $CRCL from Zack Finds, plus some put flow that looks like synthetic calls

Metals dome resting?

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The Great Wealth Transfer Coming Soon Cem Karsan 🥐

My October 9, 2008 letter to my investors, pages 2-4. I have pounded a table or two in my day, and this was one of those times.

CD Projekt RED is hiring for a Lead producer for a MULTIPLAYER game set in the Witcher universe known as Project Sirius. Does require being based in Boston. No pay listed

CD PROJEKT Group Fact Sheet - December 2025

$SNAP getting acquired in 2025? Super low odds in Polymarket.. But the unusual Put activity looks synthetic across the board. Looks bullish

$WEN odd...

Commodities are starting to break out of multi-year consolidation

$RHM distribution phase ? Worth a look into Rheinmetall.Xetra

🥐 fresh crumbs 2026 is a Midterm Election year ✍️ in a populist period Election years ♻️ in populist periods can be incredibly positive driving #populism & secular #inflation Midterm Election years ⚠️ can be meaningfully negative with drawdowns of 20%-50% ... declines often

I'm starting to be a real believer in commodities. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though.

In his latest memo, Howard Marks addresses the question, “Is there a bubble in AI?” He assesses the current landscape, drawing parallels to history and considering whether investors’ current enthusiasm is merited or irrational. #OaktreeInsights Read: oaktreecapital.com/insights/memo/…

Jeff Gundlach on 2026 Positioning TLDR: > Long the belly (2-10 year maturities) > Long commodities > Long $GLD > Long high-quality fixed income > Long EM fixed income > Long non-US equities < Short USD $DXY < Short long-duration $TLT < Short private credit < Short high yield

Barrons 2025 picks vs 2026 picks Clear shift away from tech into defensives

Putting on my Wyckoff hat, the Nasdaq is forming the beginning of a trading range. We already see "stopping action" to the previous uptrend from the April low as this chart shows. Whether this trading range turns out to be one of distribution or reaccumulation remains to be

Fertilizer stocks are clear for liftoff. $NTR