Purveyor of the finest shitcos & the very worst takes. Rabid coincidence theorist. Pronouns are BagHolder/Rugged. #NotMiddleClass

Joined April 2020
Because all commodities are going to zero. That's why. Hormuz has shown us that we didn't need oil, products, fertilisers etc. This learning can be extrapolated to all other physical things. We don't need them. Nasdaq futures are all society needs to prosper.
If you are seriously concerned about your mining stocks today, do more work on them. Has the underlying value changed? If not, why are you not buying? In my view, most concern around stocks comes from not understanding the fundamentals well enough. If these were private companies, you would not care nearly as much about daily marks. Of course, gold going down is never good, but again, you need to have a longer-term view on the commodity.
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Live look at EuroPoors getting in that last bit of fun (and Campari) before energy lockdowns: youtu.be/KOR1w0umfDQ?si=bJbM…
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N.b. This assumes that international/even local travel is still legal/possible & Campari is still available to buy with digital ID CBDCs
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ShakeyPremis #TinBaron retweeted
Replying to @BBCNewsnight
Here’s what you need to know about Net Zero: Decarbonising the grid is very expensive. Doing so will not impact the climate. Nobody will follow Britain’s lead. It will make your energy bills more expensive on a permanent basis. For every job it creates in the energy sector, it will kill three in the real economy. More importantly, it’s not going to work. Britain is a “world leader” in offshore wind. It does, occasionally, make an impressive contribution to Britain’s energy supply. But that’s no use if it’s not predictable and if it’s not available when you need it. Supply shortfalls somehow must be plugged. This is becoming increasingly precarious as we’ve dismantled much of our baseload generation. We’re reliant on gas (at times when it’s the most expensive). Grid scale battery storage can cover a few hours at best. But sometimes we have weeks of low wind. Over the last few years, we’ve had more and more squeaky bum moments. The more intermittent sources you add, and the more baseload you remove, the greater the grid instability, and the more precarious the grid becomes. That means we have to squeeze every last drop of juice from wherever we can get it – be it diesel generators, antiquated coal stations or interconnectors from Europe. That’s a big gamble. Several countries are making the same bet, outsourcing security of supply to French nuclear – assuming it’s working and assuming there’s a surplus. Last winter was touch and go, and we got lucky because it was a mild winter. But every serious analyst I’ve spoken to thinks next winter could be crunch time. There is great uncertainty about security of supply if we have a cold winter. Of course, the grid has planned for such eventualities. With no additional capacity to call on, their only option is to ask heavy industry to switch off. And we must pay them to do so. This, though, is a policy failure that harms Britain’s productivity. The grid is supposed to adapt to demand, but instead we’re reorganising the economy to meet the demands of the grid. At the best of times this would be bad policy. Only this is worse because it coincides with a government drive to electrify home heating and transition to EVs, for which there is nothing like the necessary grid infrastructure. That can only mean rationing by way of price increases. Net Zero advocates claim the solution is to distribute peak demand by way of smart meters, where the less well-off are coerced to rearrange their schedule around the needs of the grid. Put simply, you’re going to pay more for a reduction in living standards. The average pro-Zet Zero MP, as you’ve probably noticed, is thick as mince. They think wind energy is cheap and green. They haven’t thought at all about whether the grid has the capacity to charge EVs. Thinking is something they do not do. They’re surrounded by know-nothing eco-wonks from the blob, and they believe what they’re told. There is now serious doubt as to whether a national crisis can be averted. The only interim policy until new nuclear comes on stream in sufficient quantities is to build gas power stations as quickly as we can. But this will be expensive because over fifty percent of the cost of gas is green taxes. They’ve made energy permanently expensive which is why inflation is not coming down. Since the media isn’t going to do its job, and the BBC will stick to the “clean energy” narrative, it’s up to you to spread the word. Write to your MP. Try to make them see sense. Shout it from the rooftops. Net Zero is the path to economic ruin. #ClimateScam
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You literally could just Amerigo and chill. You could do that. You absolutely could. With ease. But but instead you choose to spend days r3sEaRcHiNg toaaarquey copper shitcos and then underperform.
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We can't rebuild it. We've lost the technology. We don't know how.
We can’t rebuild it. We’ve lost the technology. We don’t know how.
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I was a mining investor from 2007-2015. Between 2012 and 2015 was not fun. Between 2016 - 2024 I had amazing success in shipping. Late 2023 I returned to mining. I think and often tell friends, that those that stayed with mining, including technical analysts, 2011-2023, that they were to some extent "damaged" by the experience. All humans are shaped by their near term experiences and expects history to repeat, a bias. Some TA analysts try to compensate by looking at longer charts, but I doubt they manage to get rid of the fear. The results are comments & fears we saw Friday last week and this weekend.
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O&G investors after hearing this:
Oil bulls can rejoice. Inshallah Cramer.
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"We got a errr, 10.23 shitpoaster down on Hyacinth Close. Be advised that suspect is meming and dangerous. Repeat, meming and dangerous." @Edark94
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Anyone with @IBKR who has received something called dpm.gbp in place of their $adt1.l stock???
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ShakeyPremis #TinBaron retweeted
Chief economist at major investment bank PanmureLiberum calls for Ed Miliband to be sacked. @Frencheconomics
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Mining stock investors celebrating 15% up after 70% down:
Crypto Guys celebrating a +15% up after a -70 down xitter.cf/memenodes/status/18823…
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More like the AIM @Edark94
Video of how it feels to invest on the ASX.
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#Tinbarons feel left out.
🔮 2025 forecast: Heading towards major market top ⚠️ -📉$SPX: overall structure is up early in the year, 10%+ correction, then melt up into major top, followed by ~17% drop that kicks off a bear market: ⬆️ Up till ~Jan 17 (~6250) then 10%+ correction by end of Q1 (~5600 target) 🎁 Buy points ~Feb 26 and second half of Mar (ideal date is Mar 28). This is primary buy point for the year setting up final leg up for the cycle 🎁 Minor buy point ~June 27 ⚠️ Major top ~July 17, then Aug 22 ether lower high or double top/divergent high with 6500 min target I outlined a few times past 3 years & ~7000 upside target 🎯 🔽 Down into ~Oct 27 (seasonal low & nested cycle lows), then bounce which fails 📉 $SPX ends the year red setting up disastrous 2026. YE Target 🎯 5650 -🅱️ $BTC: Deep retest into March low, followed by 1 more run at the highs early summer; after which crypto starts multi year bear market. IMO high probability that next 4 year cycle (2026+) will be left translated and Saylor & $MSTR will be liquidated and $USDT #tether fraud will also likely be exposed, while almost all alts lose 99-100%. Right now it’s unclear if BTC will act more as a NASDAQ proxy or monetary hedge in the years ahead. Many alts have potentially peaked for the cycle but some like $ETH have more upside. -💲 $DXY: Dollar likely to remain in uptrend into 2025-26. There is a potential pullback early in the year helping risk assets to push higher, then a rally into spring (risk assets sell off). Then big correction in $USD into July-Aug low which should coincide with the market top -💶 $EUR: 18M low is due and likely falls ~March '25. The subsequent 18M cycle is likely left translated with a drop into 2026 4Y cycle low where targeting below par vs USD -💹 $JPY : I’m still looking for #yen to start a secular multi year uptrend which will results in trillions in capital to be pulled back from US back to Japan 🇯🇵 during years ahead -📈 $TNX: bonds remain in a secular bear market so any rally in bonds will be cyclical (growth scare/recession) followed by a big rates rally. There is a potential counter rally in bonds in Q1 2025 which will fail. $TNX technical target is 5.5% -💰 #Gold: given that 2022 was 8 year cycle low, we have bullish IT/LT bias. There is a potential low in spring with ~$2400 support, then push higher towards high $2800-$3000+ into 2026. CBs won’t stop buying as war cycle and geopol tensions intensify while governments debase currencies. -🪙 #Silver: post consolidation, next target is $38 next 6Qs -⚡️🛢️☢️ #Energy: all energy should be in uptrend next 6-8Qs; NatGas likely being the leader (new ATH in ‘26), oil 80s in spring and 100, then 150 in 2026, uranium back to 100+ in 2025, coal as well. My oil leading indicators and cycles suggest a big move next 2 years but exact timing of expansion is hard to pinpoint, potentially ~end of 2025 into 2026. -🏦 Macro: GDP growth ideal cycle top is mid-2025 while unemployment should continue rising into 2026 suggesting recession could come in early 2026 or even end of 2025. -💦 Liquidity 5Y cycle peaks ~mid-2025 and should roll over which will a major issue for historically overpriced equities and crypto. The big question is with RRP drained, if/when Fed will provide liquidity to support asset prices without real economic reason to. -Commentary below 👇
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Quote twatted the wrong post.
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Researching how to declare to HMRC a capital loss that can be carried forward, asking for a friend though obviously 👀. Came across this that made me laugh. Guy was definitely buying resource shitcos on the AIM @Edark94 @ElliotDodson @JohnTheFascist @Johnie36149708 @kelvinmann
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ShakeyPremis #TinBaron retweeted
Replying to @respeculator
Me YOLOing shitcos, it going horribly wrong with no chance of recovery, yet inexplicably coming out the other side unscathed, better off & full of an unearned & totally irrational sense of confidence that can only result in me doing the same thing again: xitter.cf/Nugjokes/status/186260…
Me driving home after Thanksgiving
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ShakeyPremis #TinBaron retweeted
~150 kbpd m/m US crude production decline in September (200 kbpd m/m from where we initially thought August output sat)
US crude production was at 13.204mbpd in September vs 13.361mbpd in August (revised down from 13.401mbpd) - EIA #OOTT
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