@FerrousFriend

commodity trader, enjoy selling big boats full of grain

Joined September 2020
  • Tweets1.2K
  • Following494
  • Followers213
242Media
$MIN.ax Not a lot of wiggle room to be a hero, Fe 62% at $80 USD and these guys are losing money across both assets (they are already losing money on Pilbara Hub). Freight to Qingdao has exploded this year with bunker costs so these guys are cooked again.
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$SMCI is an absolute dog and going to $10
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metal bulls especially in Australia really need to take a strong look under the hood of the chinese economy and then balance that against the economies of their export markets. There is no bullish story for copper, lithium or iron ore.
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the most hated rally will be the melt up in hardware we will see over the next few weeks as all the retards that thought they were the next Michael Burry for thinking they understand coreweave CDS get fleeced for everything
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now hardware is in the toilet, let the SaaStober begin
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Guy Ritchie the GOAT by the way
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Ferrous retweeted
TTI
@TikTokInvestorsAug 23
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#gondola
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Ferrous retweeted
miilatoooo
@miiilatoJul 7
Christopher Moltisantimaxxing (wasting my potential, zero impulse control, searching for my arc, overthinking, quick to anger, taking everything personally)
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Ferrous retweeted
Miilato
@litteralyme0Jul 6
real
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#gondola
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$GOOG CFO deserves a most based CFO award after dumping 80bn of equity on retail at the tippy top
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guys the consumer is fine!
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*DATABRICKS TO LAUNCH TOOL TO HELP COMPANIES CAP AI COSTS: AXIOS
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Tanker bulls aren't even making arguments anymore they just look at you like this
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rotation into software begins..
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we are in deep scam territory in the market where even the guys that produce the garbage bins for data centres have a 1500 p/e, crazy to watch
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One of the cool things about owning puts is that as the market moves against you, you lose less and less money every day.
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a lot of angry energy bros on the timeline calling for bloodshed like they are Dick Cheney and co circa 2002. might be time for another profession?
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