Don’t tell me I didn’t tell you. With shale av cost around 55-60USD and oil stuck between 50-90 there’s no way offshore will not participate in energy dance. Got Valaris (VAL)?

x.com/i/article/2020…

I told you …

BREAKING 🚨: Starting from the last day of February, FOR ALL SILVER CONTRACTS, SHFE participants who have not obtained hedging transaction position quotas for the near- delivery month, will have ZERO LOTS delivery allocation Silver physical shortage is now officially extreme

Can’t stop laughing here

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A(I)NXIETY™️ “A(I)nxiety = A feeling of worry and nervousness related to AI and its impact on Humanity” My thoughts on A(i)nxiety and how I deal with it. It's a FREE article so enjoy. 🌳🙏 open.substack.com/pub/shrubbery/…

🚨CARTEL UNLEASHES ON GOLD & SILVER AFTER CME TRADING HALT🚨 📉Silver Slammed $3 to $88.20 📉Gold Smashed $70 to $5,164 The bullion banks' operation appears to have been launched in an attempt to prevent silver from breaking out above $92/oz. Things are getting VERY

Absolutely normal. Hint - 21:00 and after.

For those who might find it difficult to follow what's happening and digest market nomenclature, this is a simplified, intuitive visual representation of the CME "technical issues."

"TECHNICAL ISSUES": ‼️159 MILLION OZ GOT PAID TO GO AWAY‼️ "What this looks like is a lot of longs who were planning to stand for delivery suddenly decided - sometime during a 90-minute window when the exchange was technically dark but millions of ounces were changing hands -

Ready? Got energy commodities/ metals/ softs?

I mean if that was a forecast from another doomsday couch exonomist I would shrug. But when this comes from Cassandra Unchained I pause and slowly start trimming ...

An old joke, newly relevant: A Finn and a Russian are fishing on opposite sides of a river along the border between their countries. The Finn pulls fish after fish out of the water, to the Russian's growing frustration. Finally, the Russian can't bear it any more and bursts out:

SAVAGE TAKEDOWN — AGED LIKE FINE WINE: One of the most brutal political takedowns in American history. Watch Jamie Raskin absolutely demolish Byron "The GOP Butler" Donalds — exposing his constitutional illiteracy and pathetic Trump bootlicking in real time. Raskin went full

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This chart gets to the heart of today’s inflation problem: Constrained supply. The only real solution starts with a surge in capital investment from commodity producers. With capex still near cycle lows, there’s little chance of meaningful new supply hitting the market