[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Kacper_PK_CH Avatar @Kacper_PK_CH Kacper Piotr Kaminski

Kacper Piotr Kaminski posts on X about longterm, forex, level, $ivn the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

Mentions: XXX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence finance #4356 cryptocurrencies #1345 countries XXXXX% currencies #967 stocks #4893 exchanges XXXX% technology brands XXX% travel destinations XXXX% automotive brands XXXX%

Social topic influence longterm #40, forex #528, level #4110, $ivn #1, $usd #7, $eur #2, target #1129, united states 3.09%, strong #2248, $cad #2

Top accounts mentioned or mentioned by @marketsgonewild @alihobbalah @secrets4stocks @tonyforever2003 @jsmith8286 @poporico0007 @sfarringtonbkc @jcindcapital @manishsahu1008 @trendbullish @cyclestrategy @lowo64 @thestocksking @deruyter1667 @lukester588 @slocan68 @chrisxfra @mandark915 @amsterdamstocks @obscurvaluation

Top assets mentioned Investin (IVN) Caduceus Protocol (CAD) Transocean LTD. (RIG) Validity (VAL) PolkaBridge (PBR) Pixer Eternity (PXT) SPINDLE (SPD) BHP Group Limited (BHP) Seadrill Limited (SDRL) EQIFi (EQX) Teck Resources Limited (TECK) NovaGold Resources Inc. (NG) SPDR S&P XXX ETF Trust (SPY) Landshare (LAND) Noble Corporation (NE) PayPal Holdings Inc (PYPL) Freeport-McMoRan Inc (FCX) VALE S.A. (VALE) Embraer S.A. (ERJ) Gerdau S.A. (GGB) NuCypher (NU) PAN American Silver Corp (PAAS) Zions Bancorporation, NA. (ZION) Cleveland-Cliffs, Inc. (CLF)

Top Social Posts

Top posts by engagements in the last XX hours

"Markets Update November X 2025 part X 🧵 Earnings on our radar this week: Monday November X Palantir Technologies $PLTR US Technology Realty Income $O US Real Estate Williams Companies $WMB US Energy Franco-Nevada $FNV CN Materials Diamondback Energy $FANG US Energy Coterra Energy $CTRA US Energy Comstock Resources $CRK US Energy Boise Cascade $BCC US Materials Tuesday November X Advanced Micro Devices $AMD US Technology Shopify $SHOP CN Technology Uber Technologies $UBER US Consumer Pfizer $PFE US Healthcare Mitsubishi $ 8058 JP Industrials BP $BP LN Energy Ferrari $RACE IM Consumer Corteva"
X Link 2025-11-02T16:41Z 7370 followers, 4437 engagements

"@trend_bullish Go $MLP"
X Link 2025-12-02T18:05Z 7370 followers, XXX engagements

"$RIG - Transoceanic Ltd. long-term hold LTH Shorts may have just given up here"
X Link 2025-12-03T16:55Z 7217 followers, 2088 engagements

"$PXT - Parex Resources long-term hold (LTH) Up +50% including reinvested dividends. At the bottom yield reached XX% annualized. Love cheap assets it did that move this despite flat oil prices. Back to fair value now so very easy money has been made. That said I'm happy to hold it till the end of the next cycle; it will likely reprice higher when oil eventually rises"
X Link 2025-11-20T15:02Z 7371 followers, 2098 engagements

"@JSmith8286 Nothing particularly wrong with $SDRL. Has moved a bit up lately. I think the markets are waiting for them to show better earnings"
X Link 2025-12-04T22:18Z 7371 followers, XXX engagements

"Silver Long Trade Suddenly that $XX target doesn't seem that ridiculous anymore. 😉 Now let's see if we get there without shakeouts watching the Fed tomorrow and Chairman change then 2026 debts refinancing and elections. $SLV $PSLV $SIL $SILJ $PAAS $AGAG"
X Link 2025-12-09T18:18Z 7372 followers, 6257 engagements

"#Zinc - grabs my attention for a long time now. Its only making higher lows in the last XX years. Zinc mines are also usually full of silver. My eyes are on $FWZ - Fireweed Metals Corp. from Lundin group"
X Link 2024-09-10T12:40Z 7267 followers, 2439 engagements

"$IVN - still great future cash flow "Ivanhoes updated projections for C1 cash costs now pegged at $1.90$2.20 per lb. Cu for 2025 up from the previous estimate of $1.70$1.90 per lb." I'm however equally interested in their PGM Platreef project"
X Link 2025-08-04T08:33Z 7263 followers, XXX engagements

"$LW Lamb Weston Holdings $CAG ConAgra Brands $CALM Cal-Maine Foods All report in the coming days. $LW and $CAG at X year lows. $CALM much better. Food sector is cheap imo"
X Link 2025-09-28T08:39Z 7286 followers, 1232 engagements

"When I began buying rare earths no one cared they were nearly worthless. I waited patiently surviving the April last shakeout. I seek undervalued commodities almost at depression stage. Right now I like oil iron ore and nickel I am very much interested in graphite titanium coal lead tin zinc manganese. With agriculture it's much more complicated good it's my primary profession. Looking for prime farmland investing in automation via industrial companies drone applications in farming and so much more"
X Link 2025-10-13T17:43Z 7221 followers, 27.9K engagements

"Markets Update October XX 2025 part X 🧵 Earnings on our radar this week: Monday October XX Zions Bancorporation $ZION US Financials Cleveland-Cliffs $CLF US Materials PrairieSky Royalty $PSK CN Energy Tuesday October XX Netflix $NFLX US Communication Services General Electric Aerospace $GE US Industrials Coca-Cola $KO US Consumer Staples Philip Morris International $PM US Consumer Staples Lockheed Martin $LMT US Industrials General Motors $GM US Consumer Discretionary EQT $EQT US Energy Steel Dynamics $STLD US Materials Halliburton $HAL US Energy Matador Resources $MTDR US Energy Wednesday"
X Link 2025-10-19T15:17Z 7236 followers, 7193 engagements

"PrairieSky Royalty $PSK reports tomorrow Im very attracted to royalty business and Im hunting for the best way to get oil & gas exposure for the next cycle. Combination of the two is even better. $PSK operates in Canada but Im doing a broad deep dive into this category particularly in North America - USA but also trying to find global royalty opportunities"
X Link 2025-10-19T18:03Z 7236 followers, 2063 engagements

"Palladium - $PA / $PALL Surged with similar speed and magnitude as Platinum initial target of $1600 reached. Quite different though still far from historic highs. Would be great to see this evolve into a long bull market. The move was fast so I sold one third of the trading position. Rules are rules. Will get back in on a fresh breakout or when buyers show up near closest support. Levels to watch now: $1600 breakout for continuation to $1800 $1500 potential pause / support $1260 medium term trend line in the sand Names we're tracking: $SBSW $VALT $IMPUY $NPH $ARI $PLG $SLP $ELR $SPD"
X Link 2025-10-19T19:22Z 7278 followers, 3521 engagements

"$LUG - Lundin Gold LTH I dont even know what to say. Sold one third a long time ago then trimmed to half a position around $XX $CAD I've been waiting to add back on a serious correction ever since. That correction never came. Ill say it again: you can simply stick with the Lundin names and outperform XX% of the funds in this commodity game"
X Link 2025-10-20T19:36Z 7239 followers, 7044 engagements

"Forex Trade No. XX I'm comfortable to stay with this one we'll see adding here second half at XXXXXXX making new average at XXXXXXX long $AUD vs short $USD"
X Link 2025-10-21T19:07Z 7224 followers, 2110 engagements

"Markets Update October XX 2025 part X 🧵 EQUITY MARKETS INDICES SHORT-TERM TREND CHANGES LAST WEEK: S&P XXX UNITED STATES: Sideways 🟨 ➝ Uptrend 🟩 S&P XXX VIX UNITED STATES: Uptrend 🟩 ➝ Downtrend 🟥 NASDAQ XXX UNITED STATES: Sideways 🟨 ➝ Uptrend 🟩 DOW JONES UNITED STATES: Sideways 🟨 ➝ Uptrend 🟩 RUSSELL 2000 UNITED STATES: Sideways 🟨 ➝ Uptrend 🟩 DAX GERMANY: Sideways 🟨 ➝ Uptrend 🟩 COT POSITIONING CHANGES LAST WEEK: S&P XXX VIX UNITED STATES: Positive 🟩 ➝ Neutral 🟨 NASDAQ XXX UNITED STATES: Negative 🟥 ➝ Neutral 🟨 RUSSELL 2000 UNITED STATES: Neutral 🟨 ➝ Positive 🟩 Medium-Term"
X Link 2025-10-26T16:22Z 7286 followers, 1729 engagements

"Nickel the quiet setup update - Thread 🧵p.1 We'll go through best equities and their charts. All eyes are on precious metals. Its understandable: gold and silver just had their best 2-year run in decades. But to win big in commodities you need to target whats ignored. First in my series of forgotten ones well cover how to play it and the key nickel equities. Assembled by AI analyst it's improving - less mistakes and no hallucinations. High-exposure Producers $INCO Vale Indonesia Indonesia $NIC Nickel Industries Australia/Indonesia $GMKN Norilsk Nickel Russia $3833.HK Xinjiang Xinxin China"
X Link 2025-10-26T16:52Z 7283 followers, 45.2K engagements

"Right in my expertise. I'll soon go through all agricultural companies. Including $FMC $CTVA $NTR $MOS $CF $IPI $DE and more in emerging/sustainable ag plays"
X Link 2025-10-26T18:07Z 7277 followers, 20.1K engagements

"$UAN - CVR Partners In a tough market they continue to deliver. P/E around XX solid dividend manageable debt. You really have to dig into the company for meaningful information one can search for details only in earnings reports / 10-Qs. The latest presentation on the website is from 2022. Strategically located they serve the Southern Plains and Corn Belt. They benefit from low U.S. natural gas prices. On my very short watch list for the next cycle"
X Link 2025-10-30T22:57Z 7278 followers, 2627 engagements

"Agriculture Deep Dive Fertilizers - Part X 🧵 $CF CF Industries Nitrogen United States Another giant this one in nitrogen fertilizers. One of my favorite holdings in this sector with by far one of the best-looking charts. Profitable even in worst conditions with large buybacks and healthy dividend. That said it mainly operates in the USA so I'll be looking for potentially tame quarterly earnings in just X days. But hey they have surprised me to the upside before. The story of CF Industries is as much about nitrogen fertilizer as it is about natural gas. It is after all it can be at times"
X Link 2025-11-02T20:32Z 7290 followers, 2921 engagements

"Agriculture Deep Dive Fertilizers - Part X 🧵 $YAR.OL Yara International Nitrogen NPK Norway Another giant this time across the Atlantic. Yara has truly international presence on almost every continent. No buybacks and periodic high dividends. Not my first choice to buy and hold but a solid cyclical play. Earnings are behind us; they were quite good especially compared to weaker 2023 and 2024. Here I'll look to examine the effects of the Mercosur agreement on European agriculture and to a lesser extent USA tariffs"
X Link 2025-11-02T20:53Z 7290 followers, 2685 engagements

"@RockBtmEntries @MLPotash $MLP is nice but there are maybe 5-7 quality companies in agriculture space that are not speculations"
X Link 2025-11-04T20:42Z 7270 followers, 1027 engagements

"$EQX - Equinox Gold Not bad at all. Q3 earnings just came out. +9% in pre-market trading. Produced 235382 ounces last quarter. Great long for the gold bull market while the trend remains strong. Got to be careful of pullbacks it's why we trade around a core position. Didn't find yet good extra trade entry levels and we avoid trading options through earnings typically. Still watching for the next trade setup in Equinox"
X Link 2025-11-06T13:36Z 7275 followers, 2197 engagements

"Agricultural REITs Deep Dive up next There arent many of them Here is one - $LAND - Gladstone Land Corp. The agricultural land bubble in 20212022 was something to behold especially when you look at how it played out among real estate investment trusts in that space. Next series coming after recent Fertilizers Deep Dive. 👇"
X Link 2025-11-10T23:57Z 7263 followers, 55.4K engagements

"Coffee $KC Last spike was a gift but I only nibbled into that short wasn't worth posting. I had no idea what Trump and Bessent would do regarding tariffs. Regardless you can't keep people from their coffee Highly unpopular policy. I need my XX cups a day. 🙂"
X Link 2025-11-12T21:06Z 7263 followers, 2159 engagements

"Before long the concern may shift from copper shortages to a broader challenge: a lack of any major resources left to develop.👇 $HG $COPX $IVN"
X Link 2025-11-13T16:48Z 7254 followers, 2013 engagements

"🧵(8/13) Northam Platinum $NPH For this one we travel again to Johannesburg its listed there chart in $ZAR (South African Rand). The setup remains simple: the previous cycle all-time high was the resistance to beat and now we have broken higher and are retesting it"
X Link 2025-11-15T21:27Z 7239 followers, XXX engagements

"🧵(12/13) Eastern Platinum $ELR Couldn't clear $XXXX CAD in that last push; juniors are extremely volatile beasts. Needs more fundamental digging than pure chart work but I can see we're reaching sequential higher lows on the last few pullbacks"
X Link 2025-11-15T21:38Z 7282 followers, 1439 engagements

"🧵(13/13) Southern Palladium $SPD This ones in Australia. Shot straight up to the previous high and like we pointed out last time it's consolidating. Message stands - with all pre-production small caps solid fundamental analysis is your only real shield against getting chopped in speculation"
X Link 2025-11-15T21:40Z 7283 followers, 1380 engagements

"@Alfons007svw I like the location $SPD Southern Palladium can be a takeover target for $VALT Valterra or $IMPUY Impala"
X Link 2025-11-16T12:19Z 7283 followers, XXX engagements

"Offshore Drilling Deep Dive Very grateful for all the new and old followers If you're interested we recently went through a full summary of the offshore drilling sector and the key companies in it. Collection of all posts is below. 👇 $NE Noble Corporation $VAL Valaris Ltd. $RIG Transocean Ltd. / $SDRL Seadrill Limited (Bermuda) $BORR Borr Drilling (Bermuda) $ODL Odfjell Drilling $2883 China Oilfield Services (Hong Kong) $2382 ADES Holding (Saudi Arabia) $SHLF Shelf Drilling Ltd. / (HQ Dubai) $APEX Apexindo Pratama Duta (Indonesia) $JINDRILL Jindal Drilling (India) $ABAN Aban Offshore (India)"
X Link 2025-11-16T23:18Z 7279 followers, 13.4K engagements

"$SQM long-term hold LTH Well what can I say Chile seems to be going more free market. We count our blessings and enjoy the ride. That's why I always keep the core position roughly 2/3 of the maximum I put into a single stock - exactly to not be left behind in case position reprices quickly. But what now With earnings in a few days I manage the position by de-risking. The easiest way is to trim common stock; I also like to sell covered calls on a portion of the position in this case Dec XX or Jan XX. Stay safe"
X Link 2025-11-17T16:04Z 7262 followers, 2212 engagements

"$PYUSD - PayPal stablecoin casually added another $400M dollars last week or $700M in two weeks. $PYPL"
X Link 2025-11-19T09:32Z 7281 followers, 4336 engagements

"Platreef is truly one of the best Platinum-Palladium-Nickel-Rhodium deposits in the world. 👇 $IVN"
X Link 2025-11-19T19:07Z 7254 followers, 1807 engagements

"Coffee - $KC Riding that tiny short here volatile beast. Anecdotal: bought 1kg (2 lbs) of the good quality coffee today for $XX it was around $XX just two months ago"
X Link 2025-11-19T20:16Z 7263 followers, 2560 engagements

"Tin Deep Dive - Part XX 🧵 Rome Resources $RMR (LSE AIM) Drilling strategically located tin projects just X km north of Alphamins $AFM high-grade Mpama deposits in the DRC. Results could be expected soon. High-risk jurisdiction but genuine exploration upside; a strong resource announcement could rapidly re-rate the stock"
X Link 2025-11-20T19:41Z 7243 followers, 1188 engagements

"Tin Deep Dive - Part XX 🧵 Eloro Resources $ELO (TSX) Not purely tin play. They are advancing the large Iska Iska silvertin polymetallic project in Bolivia. The project hosts XXX million ounces of contained silver according to the company reports a serious number for any early-stage explorer. On top of that the resource outlines 130000 tonnes of contained tin. Im interested as in any large-scale project. High risk as always at this stage but the sheer scale makes it one of the most compelling tinsilver growth stories in the sector. I'm digging further into fundamentals"
X Link 2025-11-20T19:57Z 7240 followers, XXX engagements

"Coffee - $KC short Up +12% now on this one. Would love to see COT data but it's really not needed gotta trade without it as well. We're still in backwardation it'd suggest full exit around $3.00-$3.20 per pound"
X Link 2025-11-21T12:39Z 7263 followers, 2396 engagements

"State of the oil market right now: just look at Saudi Aramco and you'll know where we are in the oil cycle. Trading at pandemic levels when we thought we'd never fly or travel again. $2222"
X Link 2025-11-24T13:32Z 7236 followers, 14.8K engagements

"Full Offshore Drilling Deep Dive below for those interested. 👇 $NE Noble Corporation $VAL Valaris Ltd. $RIG Transocean Ltd. $SDRL Seadrill Limited $BORR Borr Drilling $ODL Odfjell Drilling $2883 China Oilfield Services $2382 ADES Holding $SHLF Shelf Drilling Ltd. $APEX Apexindo Pratama Duta Jindal Drilling $ABAN Aban Offshore"
X Link 2025-11-25T19:34Z 7249 followers, XXX engagements

"$PYUSD - PayPal stablecoin up another $200M dollars in the last week. $PYPL"
X Link 2025-11-26T15:45Z 7285 followers, 10.2K engagements

"Liquidity Forex Allocation - November XX 2025 Staying at: - XX% $USD Dollar (60% $BIL X% $TUA X% $UUP) - XX% $CHF Swiss Frank - XX% Gold (Options Strategy) Details in next post"
X Link 2025-11-28T17:48Z 7221 followers, 2524 engagements

"@GreenOriginInv Australian or Canadian listed $MMA and $PEX 🙂"
X Link 2025-11-29T10:12Z 7254 followers, XXX engagements

"@ManishSahu1008 Interesting $NEXA. I found only few good majority Zinc by revenue companies out there"
X Link 2025-11-29T14:15Z 7250 followers, XXX engagements

"Time for another PGM update - Thread 🧵 (1/13) After all the past few weeks have been quite eventful Platinum palladium rhodium the forgotten metals until recently that is. Wild volatility thin markets and heavy leverage in the stocks. Well go through the charts metal by metal then stock by stock. Starting with $PL / $PPLT $PA / $PALL and rhodium. Then on deck: $SBSW $VALT $IMPUY $NPH $ARI $PLG $SLP $ELR"
X Link 2025-11-29T19:20Z 7239 followers, 3468 engagements

"🧵(4/13) Rhodium $XRH0 Moves up consolidates moves up and consolidates again. In a way it's good certainly less volatile than platinum or palladium for now that is. Extremely tiny market but critical for many industries. Its price almost doesn't matter; you don't need much of it minimal impact on final product cost. Staying long until the trend changes"
X Link 2025-11-29T19:40Z 7224 followers, XXX engagements

"🧵(5/13) Sibanye Stillwater $SBSW Weve had incredible volatility recently. Buyers came in force around $XX after that last selloff. The next level to watch was resistance around $XXXXX and it now looks like were pushing through it. Next week will be crucial. If we hold here the $XXXXX level is next"
X Link 2025-11-29T19:46Z 7225 followers, XXX engagements

"@dcb30a $SPD Then I really need to do more research on this one"
X Link 2025-11-29T21:48Z 7282 followers, XXX engagements

"@bobbyb75 I like it did more research on $SPD yesterday evening"
X Link 2025-11-30T08:06Z 7234 followers, XX engagements

"Markets Update November XX 2025 Part X 🧵 EQUITY MARKETS INDICES SHORT-TERM TREND CHANGES LAST WEEK: S&P XXX UNITED STATES: Downtrend 🟥 ➝ Sideways 🟨 S&P XXX VIX UNITED STATES: Uptrend 🟩 ➝ Sideways 🟨 NASDAQ XXX UNITED STATES: Downtrend 🟥 ➝ Sideways 🟨 RUSSELL 2000 UNITED STATES: Downtrend 🟥 ➝ Sideways 🟨 MSCI EAFE DEVELOPED MARKETS: Downtrend 🟥 ➝ Sideways 🟨 MSCI EM EMERGING MARKETS: Downtrend 🟥 ➝ Sideways 🟨 DAX GERMANY: Downtrend 🟥 ➝ Sideways 🟨 COT POSITIONING CHANGES LAST WEEK: None Medium-Term Trend: trailing X months Short-Term Trend: trailing X weeks $SPX / $SPY $NDX / $QQQ"
X Link 2025-11-30T16:36Z 7246 followers, 3613 engagements

"Markets Update November XX 2025 Part X 🧵 FOREX SHORT-TERM TREND CHANGES LAST WEEK: EUR/USD EURO: Downtrend 🟥 ➝ Sideways 🟨 CAD/USD CANADIAN DOLLAR: Downtrend 🟥 ➝ Sideways 🟨 AUD/USD AUSTRALIAN DOLLAR: Downtrend 🟥 ➝ Sideways 🟨 NZD/USD NEW ZEALAND DOLLAR: Downtrend 🟥 ➝ Sideways 🟨 CHF/USD SWISS FRANC: Downtrend 🟥 ➝ Sideways 🟨 SGD/USD SINGAPORE DOLLAR: Downtrend 🟥 ➝ Sideways 🟨 RUB/USD RUSSIAN RUBLE: Sideways 🟨 ➝ Uptrend 🟩 SEK/USD SWEDISH KRONA: Downtrend 🟥 ➝ Sideways 🟨 COT POSITIONING CHANGES LAST WEEK: None Medium-Term Trend: trailing X months Short-Term Trend: trailing X weeks"
X Link 2025-11-30T16:38Z 7246 followers, 3010 engagements

"Markets Update November XX 2025 Part X 🧵 INDUSTRIAL METALS SHORT-TERM TREND CHANGES LAST WEEK: SILVER UNITED STATES: Sideways 🟨 ➝ Uptrend 🟩 COPPER UNITED STATES: Sideways 🟨 ➝ Uptrend 🟩 PLATINUM UNITED STATES: Sideways 🟨 ➝ Uptrend 🟩 PALLADIUM UNITED STATES: Downtrend 🟥 ➝ Sideways 🟨 COBALT UNITED STATES: Uptrend 🟩 ➝ Sideways 🟨 COT POSITIONING CHANGES LAST WEEK: None Medium-Term Trend: trailing X months Short-Term Trend: trailing X weeks $SI / $SLV / $PSLV $PL / $PPLT $PA / $PALL $HG Highlight for the week shown below. 👇"
X Link 2025-11-30T16:40Z 7286 followers, 13.1K engagements

"US dollar - $USD We pulled back from XXX on the $DXY (US dollar index) last week. So far theres been only a limited drawdown in the government TGA account so for now Im attributing the move mostly to markets pricing in Kevin Hassett as the likely next Fed chair and an immediate cut in December. Into year-end well see whether the liquidity issues are actually easing or just pausing"
X Link 2025-11-30T19:05Z 7222 followers, 1113 engagements

"$VAL - Valaris long-term hold LTH Hitting another high here and oil cycle hasn't even started yet. +90% from entry"
X Link 2025-12-03T20:03Z 7285 followers, 2847 engagements

"Offshore plays in just the last X months / since that post: $RIG +45.51% $BORR +23.13% $VAL +19.39% $NE +15.80% $OII +10.15% $SDRL +0.70%"
X Link 2025-12-04T13:42Z 7283 followers, 5619 engagements

"$20B LNG mega-project in Argentina good to see. Also their crude oil output keeps rising now 850k b/d for October another all time high. $YPF $CVX $SHEL $TOT $PBR $VIST $GPRK"
X Link 2025-12-04T20:54Z 7262 followers, 1629 engagements

""Argentinas Shale Boom Is Offsetting Falling Conventional Production" $YPF $CVX $SHEL $TOT $PBR $VIST $GPRK"
X Link 2025-12-04T20:55Z 7254 followers, XXX engagements

"Liquidity Forex Allocation - December X 2025 Some important shifts in forex moves but chose to stay this week with the same positions. Will explain in the post below: - XX% $USD (60% $BIL X% $TUA X% $UUP) - XX% $CHF - XX% Gold (Options Strategy)"
X Link 2025-12-05T21:32Z 7225 followers, 1298 engagements

"$USD being sold but not as much as one would expect (new Fed chair jobs data) it's still finishing the week over XX on $DXY. TGA account is still full they're keeping it for the midterms quite likely. But now we have a Fed meeting on Wednesday I would not be surprised if they do one and done wait and see so called hawkish cut then sell the news. Markets are not pricing that in particularly forex and equities. Plus in Longer term we have refinancing issues that are hitting now and will intensify in 2026. $AUD and $CAD started to move very good push from commodities. I'm interested but both are"
X Link 2025-12-05T21:43Z 7217 followers, XXX engagements

"Copper - Breakout Follow-up 👍 We moved even higher here on LME. My basket below. $COPX $FCX $TECK $IVN $BHP $GLEN $FDY $CGNT"
X Link 2025-12-05T22:10Z 7278 followers, 3149 engagements

"@biancoresearch Affordability and inflation are serious problems. But I don't think President Trump will have a problem making a 180-degree turn on the "scam/hoax" narrative. It just wont be about the Fed anymore; itll be about corporate greed and urgent need to introduce price controls"
X Link 2025-12-08T14:52Z 7262 followers, XXX engagements

"@Noalgos As I understand they mature so to keep the balance sheet stable they have to buy new ones. Markets think it's QE and run with that. 🙂"
X Link 2025-12-08T17:20Z 7278 followers, XX engagements

"Quite a violent few days for $OCI.AS as the sell their XX% stake in Fertiglobe to Abu Dhabi National Oil Company (ADNOC). Fertiglobe is important in fertilizer business which is poised to grow steadily"
X Link 2023-12-18T21:31Z 7332 followers, XXX engagements

"Markets continue to reward $OCI.AS in early trading with high volume for recent sale transaction of Fertiglobe. Chart via @YahooFinance"
X Link 2023-12-19T08:51Z 7332 followers, XXX engagements

"When asked why I'm interested in cyclical industries - I'd just show the charts like $WHC - Whitehaven Coal. While many celebrate bubble like mega caps that from time to time can do 5-10X - in cyclicals this is regular and faster"
X Link 2025-05-14T20:53Z 7337 followers, 8655 engagements

"Brazil Stocks $EWZ and Brazilian Real $BRL I keep hearing how you cant make money in this market. Meanwhile equities are +35% YTD and the Real is bouncing nicely too. Plenty of chances to catch at least part of this move. All this despite US pressure and tariffs that have essentially cut a big chunk out of trade. Good start but a "REAL" (pun intended 😀) bull market would start with the broad commodity cycle"
X Link 2025-09-06T20:03Z 7291 followers, 3436 engagements

"$MGA long-term hold LTH Still my largest position in the Uranium sector. Approaching now this cycle high. Taking some trims 1/5 of the original position. Keeping lion share it will stay there until / if we get that triple digit uranium spot repricing weve been looking for"
X Link 2025-10-14T19:26Z 7292 followers, 2257 engagements

"Australia's Prime Minister Albanese is meeting President Trump and his rare earth team today. Australia's vast resource holdings could reduce dependence on China. Equities we're tracking: $ARU Arafura Rare Earths $COB Cobalt Blue Holdings $IG6 International Graphite $NTU Northern Minerals $PLS Pilbara Minerals $ARL Ardea Resources $E25 Element XX $LYC Lynas Rare Earth"
X Link 2025-10-20T14:28Z 7291 followers, 7728 engagements

"Australian critical minerals - performance since first post. Companies the Trump team met with plus other of interest: - $NVA Nova Minerals: +161.82% - $COB Cobalt Blue Holdings: +133.33% - $ARU Arafura Rare Earths: +118.18% - $IG6 International Graphite: +33.33% - $NTU Northern Minerals: +31.71% - $E25 Element 25: +12.12% - $LYC Lynas Rare Earths: +8.98% - $PLS Pilbara Minerals: +4.38% - $ARL Ardea Resources: -0.79%"
X Link 2025-10-20T14:37Z 7291 followers, 12K engagements

"Markets Update October XX 2025 part X 🧵 Earnings on our radar this week: Monday October 27: Nucor $NUE US Materials Indian Oil $IOCL IN Energy Alliance Resource Partners $ARLP US Energy Alpek $ALPEKA MM Materials Tuesday October 28: Visa $V US Financials Southern Copper $SCCO US Materials BNP Paribas $ BNP FP Financials Mondelez International $ MDLZ US Consumer PayPal $PYPL US Technology D.R. Horton $ DHI US Consumer Enphase Energy $ENPH US Energy Centerra Gold $CG CN Materials Wednesday October 29: Microsoft $MSFT US Technology Meta Platforms $META US Technology Alphabet $GOOG US Technology"
X Link 2025-10-26T16:19Z 7314 followers, 16.6K engagements

"Nickel the quiet setup update - Thread 🧵 p.2 $NIKL - Sprott Nickel Miners ETF We have to start with the only Nickel equities ETF - $NIKL by Sprott. One can regret not getting in back in April its risen quite a bit since then. But the real question is whether youll be ready next time such an opportunity comes. It hasnt traded long enough to show the 20212022 nickel equity peak which was much much higher"
X Link 2025-10-26T16:58Z 7309 followers, 1766 engagements

"Nickel the quiet setup update - Thread 🧵 p.3 $INCO - Vale Indonesia Left for dead just X months ago. The stock hit 2020 pandemic low and has since rebounded. Pure play for nickel exposure. Not particularly cheap given where underlying is trading now but can certainly rise with the commodity"
X Link 2025-10-26T17:02Z 7309 followers, 1697 engagements

"Agriculture Deep Dive Fertilizers - Part X 🧵 $ICL ICL Group Potash Phosphate NPK Israel Not a buy for me due to geopolitical risk. Still it deserves analysis: large company with exports to Europe and the Americas. Well-run even in unfavorable markets but not particularly cheap now. Itll likely rise with the whole sector but for now we're just keeping an eye on it"
X Link 2025-11-03T15:41Z 7355 followers, 1573 engagements

"Agriculture Deep Dive Fertilizers - Part XX 🧵 $IPI Intrepid Potash Potash United States Back to the USA a company more of you are probably familiar with. We're reviewing these charts to prepare for opportunities like 2020 when Intrepid Potash rose about 10X in just X years. We're now waiting for the next cycle. This small-cap company sells almost exclusively in the US. It has no debt but doesn't make much money at current prices. You know what that means: every additional margin dollar will matter a lot here - a solid alpha play when markets start moving"
X Link 2025-11-03T16:37Z 7329 followers, 2044 engagements

"Agriculture Deep Dive Fertilizers - Part XX 🧵 $PHOR.ME PhosAgro Phosphate Russia Not tradable for Western investors until the war ends. English communication is scarce since 2022. I remember Jim Rogers joined the board once it was a good idea at the time might have been profitable. Anyhow revenue is now almost exclusively domestic. Many expect war resolution to weaken fertilizer markets - and it likely would initially. But most miss that impact would be moderate once the true cycle begins"
X Link 2025-11-03T16:48Z 7307 followers, 1265 engagements

"Agriculture Deep Dive Fertilizers - Part XX 🧵 $NPK.TO Verde AgriTech Potash Brazil Small cap but still a producer. I really liked playing this one last time. Specialty tropical fertilizer based right where it should - Brazil. Its started moving back up lately but as always the smaller the company the more research required especially in commodities. Im not a shareholder as of today but plan to research it again see whats changed and update our database"
X Link 2025-11-03T16:58Z 7323 followers, 1651 engagements

"Agriculture Deep Dive Fertilizers - Part XX 🧵 $UAN CVR Partners LP Nitrogen United States Finally one of my favorites. I didn't buy the bottom in the last cycle and certainly didn't sell the top. Still I took a solid chunk in the middle. I'm back in since late 2024. Carl Icahn owns almost half the company and for good reason I presume. Some buybacks when the time is right solid dividends and growing profits in the last year. I may wait for a correction if I had no position but otherwise I'll hold what I've got till the end of the next cycle"
X Link 2025-11-03T17:12Z 7323 followers, 1349 engagements

"$EWZ Brazil Equities long-term hold LTH Inflation down to XXXX% high rates are working equities up now over +45% year-to-date. Real commodity cycle hasn't even started yet. $PBR $NU $VALE $ERJ $GGB $PRIO3 Petrobras Nubank Vale Embraer Gerdau Prio"
X Link 2025-11-11T14:10Z 7313 followers, 17.9K engagements

"Tin $SN Always good to zoom out once in a while. Tin has more than doubled in the three years since its 2022 bottom. Top names like Alphamin $AFM are back to printing cash at these levels. Im tracking the trend weekly in the regular market updates"
X Link 2025-11-12T21:19Z 7338 followers, 2977 engagements

"$GEMI - Gemini Space Station down XX% from IPO. They surely have a great ticker and cool-sounding name. :) No idea about the companys value; maybe its oversold. What I want to point out is the prices at which so many companies go public lately. There seems to be a large disconnect with what the market is willing to pay for them"
X Link 2025-11-13T07:52Z 7301 followers, 2434 engagements

"Markets Update November XX 2025 part X 🧵 Key Economic Events This Week Times in GMT -X / New York Time: Sunday November XX 18:50 GDP (QoQ) (Q3) 18:50 GDP (YoY) (Q3) 18:50 GDP Price Index (YoY) (Q3) 21:30 GDP (YoY) (Q3) 23:30 Industrial Production (MoM) (Sep) Monday November XX Holidays: Colombia (Independence Day) Mexico (Revolution Day) Argentina (National Sovereignty & Children Day) 03:00 GDP (QoQ) (Q3) 04:00 German Buba Mauderer Speaks 05:00 EU Economic Forecasts 08:15 Housing Starts (Oct) 08:20 BoE MPC Member Mann Speaks 08:30 NY Empire State Manufacturing Index (Nov) 08:30 Core CPI"
X Link 2025-11-16T15:40Z 7340 followers, 2729 engagements

"Tin Deep Dive in preparation - $SN Largely forgotten metal yet Tin is trading almost back at the great-inflation highs of 2022. There are very few ways to get pure exposure to this price surge. Weve got of course $AFM Alphamin printing money at these levels but there are a few other interesting names worth a closer look as well"
X Link 2025-11-17T10:19Z 7330 followers, 17.9K engagements

"@Tonyforever2003 I'm holding. Got actually both $PXT and $GPRK but couldn't say they are my largest positions. I do plan to allocate XX% of account to energy if we get a solid drawdown"
X Link 2025-11-20T22:08Z 7354 followers, XXX engagements

"$BORR - Borr Drilling Oil may be down but drillers are running strong. Many were extremely oversold earlier this year. Up +58.3% on this one. I also hold $VAL and $RIG"
X Link 2025-11-25T19:29Z 7307 followers, 8399 engagements

"$IVN long-term hold (LTH) It just dropped XX% then rose XX% wild volatility. I'm moving it to long-term hold. I don't have a full position only about 1/3 of my usual max average around $XX $CAD. Let's see where it goes"
X Link 2025-11-26T20:12Z 7314 followers, 1791 engagements

"$SLP - Sylvania Platinum long-term hold LTH There are two outcomes here. Either I misjudged the company and my analysis is wrong or it truly trades at forward P/E of . XXX towards 2028 and will eventually reprice"
X Link 2025-11-27T09:29Z 7311 followers, 2219 engagements

"By the way Canada is bigger than USA in land and much richer in minerals oil or anything you can spell. $CAD - watch the currency"
X Link 2025-11-27T14:53Z 7313 followers, 1118 engagements

"🧵(2/13) Platinum $PL / $PPLT Spectacular price action this year One of the fastest increases in history. We recently reached a high around $1740 and then saw a few weeks of selling. Its likely weve now found support at $1500 we tested it a few times and moved higher. Momentum is on but $1500 is our risk level now. From here we can push back toward the $1740 recent high and above or we end up settling into a longer range-bound consolidation"
X Link 2025-11-29T19:32Z 7317 followers, 1009 engagements

"🧵(3/13) Palladium $PA / $PALL Zooming out we can see that we've completed the first phase of this bull market. We've reached $1600 retraced and are now consolidating. What I'm still looking for next is a few weeks of trading above $1480 (where I was stopped out of the position). It'd signal strength. On the downside I'll be looking for entries around $1350 $1260"
X Link 2025-11-29T19:36Z 7316 followers, XXX engagements

"🧵(8/13) Northam Platinum $NPH For this one we travel again to Johannesburg its listed there chart in $ZAR (South African Rand). The setup was simple: the previous cycle all-time high was the resistance to beat and now we have broken higher best seen on the monthly chart"
X Link 2025-11-29T19:58Z 7354 followers, XXX engagements

"🧵(10/13) Platinum Group Metals $PLG Had a spectacular spike and steep correction after that. We pointed to the $XXXX level for a retest and we've got exactly that now we're moving higher again. This one really calls for deeper fundamental work beyond the chart. I've done mine and I personally like their project it's world-class"
X Link 2025-11-29T20:06Z 7348 followers, XXX engagements

"🧵(11/13) Sylvania Platinum $SLP Quite a consolidation lately let's see if were ready for the next move. If we settle above 87p for good we can target the next level of 115p (British Pound $GBP). Its my largest stock position after $SBSW so its clear Ive done a lot of research on this one. Im interested in their production increase plans fingers crossed"
X Link 2025-11-29T20:10Z 7322 followers, 1069 engagements

"🧵(12/13) Eastern Platinum $ELR Couldnt clear $XXXX CAD in that last push but now its up roughly +50% from the bottom of that last pullback alone. Juniors are extremely volatile beasts. It needs more fundamental digging than pure chart work but from the technical side I can see were getting sequential higher lows on the last few pullbacks"
X Link 2025-11-29T20:13Z 7322 followers, 1113 engagements

"🧵(13/13) Southern Palladium $SPD This ones in Australia. Shot straight up to the previous high from 2020 and like we pointed out last time it's consolidating. With all pre-production small caps solid fundamental analysis is your only real shield against getting chopped in speculation"
X Link 2025-11-29T20:16Z 7332 followers, 1084 engagements

"Markets Update November XX 2025 Part X 🧵 ENERGIES SHORT-TERM TREND CHANGES LAST WEEK: None COT POSITIONING CHANGES LAST WEEK: None Medium-Term Trend: trailing X months Short-Term Trend: trailing X weeks $CL $USO $NG $XLE $COAL Highlight for the week shown below. 👇"
X Link 2025-11-30T16:42Z 7326 followers, 16.7K engagements

"Markets Update November XX 2025 Part X 🧵 Key Economic Events This Week Times in GMT -X / New York Time: Sunday November XX 05:00 OPEC Meeting 18:50 Capital Spending (YoY) (Q3) 19:30 Company Gross Operating Profits (QoQ) (Q3) 20:45 Caixin Manufacturing PMI (MoM) (Nov) 23:00 German Buba President Nagel Speaks Monday December X Holidays: United Arab Emirates (National Day) Romania (National Day) Costa Rica (National Day) Portugal (Restoration of Independence) 02:00 GDP (YoY) (Q3) 03:15 HCOB Spain Manufacturing PMI (Nov) 03:30 procure. ch Manufacturing PMI 03:45 HCOB Italy Manufacturing PMI"
X Link 2025-11-30T16:49Z 7354 followers, XXX engagements

"Markets Update November XX 2025 Part X 🧵 Earnings this week: Monday December X MongoDB $MDB (NASDAQ) Technology Metcash $MTS (ASX) Consumer/Staples Tuesday December X CrowdStrike Holdings $CRWD (NASDAQ) Technology/Cybersecurity Scotiabank $BNS (NYSE) Financials Bank of Nova Scotia $BNS (TSX) Financials Okta $OKTA (NASDAQ) Technology/Security Box $BOX (NYSE) Technology American Eagle Outfitters $AEO (NYSE) Consumer Victrex $ VCT (LSE) Materials Wednesday December X Salesforce $CRM (NYSE) Technology Royal Bank of Canada $RY (TSX) Financials Inditex $ITX (BME) Consumer/Clothing "
X Link 2025-11-30T16:52Z 7354 followers, XXX engagements

"Coffee - $KC short Down again here. I prefer trading the continuous / front-month contract but there are many ways to do it. I personally use the forward curve to pick exits. But remember risk is dynamic and changes with both price and underlying fundamentals"
X Link 2025-12-01T15:01Z 7311 followers, 2287 engagements

"@JSmith8286 These are the ones I own. Plus others like $IPCO $PXT $GPRK"
X Link 2025-12-01T15:13Z 7348 followers, XXX engagements

"$AGAG - Argenta Silver Getting some traction here. I'm quite hoping of $VZLA - Vizsla Silver performance repeat at some point in the future. First entry at $XXXX $CAD average now at $XXXX CAD"
X Link 2025-12-01T19:20Z 7314 followers, 2616 engagements

"$EUR CPI today +2.2% YoY. Unemployment slightly up to 6.4%"
X Link 2025-12-02T10:22Z 7307 followers, XXX engagements

"$EWZ Brazil Equities long-term hold LTH It's becoming a large part of long term account now. I better not outsmart myself and leave it be. $PBR $NU $VALE $ERJ $GGB $PRIO3 Petrobras Nubank Vale Embraer Gerdau Prio"
X Link 2025-12-02T22:05Z 7332 followers, 7742 engagements

"@PracticalHare I'm happy with major index but I see outperformance. With $EWZS I could move it myself not even family offices I advise. DM me about specific equities I like gems"
X Link 2025-12-02T22:29Z 7293 followers, XXX engagements

"Copper - Breakout Confirmed 👍 Pick your next target I guess. My basket below. $COPX $FCX $TECK $IVN $BHP $GLEN $FDY $CGNT"
X Link 2025-12-03T15:05Z 7327 followers, 12.1K engagements

"$AA - Alcoa Corporation And breakout here as well first target at $47.00"
X Link 2025-12-03T15:11Z 7338 followers, 1857 engagements

"Coal - $COAL It's hard to see on the chart but Coal has just made the first higher low here. $HCC $YAN $GLEN $WHC $BTU $NRP $NHC"
X Link 2025-12-04T10:50Z 7304 followers, 21.5K engagements

"@marketsgonewild That is a great idea Yes I might. $COAL ETF is good quite small though one has to look when it's trading at a premium. It can be further quite local with a lot of regulations. One could spend a lifetime studying it"
X Link 2025-12-04T12:56Z 7304 followers, XXX engagements

"$GLEN - Glencore long-term hold (LTH) Weve had the expected correction from 3.66; it was quickly bought up and the latest copper move provided enough momentum to break above that resistance. Gold and copper are strong but Glencores coal and cobalt businesses are only just starting to take off. Lets see where the next commodity cycle takes us"
X Link 2025-12-04T13:22Z 7291 followers, 5829 engagements

"Forex Trade No. XX & XX Closing No. XX Short $EUR vs long $CAD at XXXXXXX started at XXXXXXX around -XXXX% booking first loss in a while bad entry. Still in No. XX Short $GBP vs long $JPY at XXXXXX half position"
X Link 2025-12-04T15:43Z 7297 followers, 2200 engagements

"@NZSIMONMID Gotta love small caps. 🙂 Don't know much about $TER so it's not related but small caps can be great on the upside and equally painful on the downside"
X Link 2025-12-05T10:01Z 7353 followers, XX engagements

"Full-on reflation trade in $AUD - Australian Dollar. I'm happy as my resource equities there are rising both nominally and against the $USD thanks to the stronger $AUD. That said we're approaching the most overbought level since the September panic with the Fed meeting next week"
X Link 2025-12-05T12:53Z 7309 followers, 1355 engagements

"The Canadian dollar $CAD has also been stronger lately. I'd expect it higher if/when oil picks up"
X Link 2025-12-05T12:56Z 7309 followers, 1017 engagements

"@agnostoxxx What is $AOL Not a joke I have no idea"
X Link 2025-12-05T13:27Z 7309 followers, XXX engagements

"Cobalt up another +3% this week now +106% YoY The DRC is currently limiting exports. Sovereigns are building strategic reserves. China has been doing it for years the U.S. just started and the EU could follow next. Worth noting: $GLEN - largest Western cobalt producer"
X Link 2025-12-05T23:30Z 7307 followers, 1540 engagements

"$EWZ Brazil Equities long-term hold (LTH) p.2 So how does Friday's drop look when we zoom out Honestly it looks rather healthy. With a long-term hold I always watch for chances to deploy accumulated dividends. I think I just got another one"
X Link 2025-12-08T09:13Z 7323 followers, XXX engagements

"$EWZ Brazil Equities long-term hold (LTH) p.3 I'm not particularly bullish on the Brazilian Real $BRL and that's not why I'm long Brazil equities. But still it's worth watching. And even after Friday it's not particularly out of range. It may drop further in fact let's remember interest rates remain at an incredible XX% and will decline but if anything that should redirect more domestic flows into equities. I'm staying long $EWZ until medium-term (+4 months turns) to downtrend"
X Link 2025-12-08T09:20Z 7309 followers, XXX engagements

"If anyone wondered where the dollar and easing sentiment is right now. 👇"
X Link 2025-12-08T13:28Z 7332 followers, 1544 engagements

"@ICT_Whiz Right now what I'm seeing being priced in is new Fed chair easing aggressive cuts large fiscal . and I'd expect dollar way way lower on this narrative. It may happen but when it does it also may be already in the forex"
X Link 2025-12-08T14:15Z 7332 followers, XX engagements

"Interest Rate Decisions: RBA - XXXX% $AUD - Australia BoC - 10th Wednesday $CAD - Canada Fed - 10th Wednesday $USD - United States BoE - 18th Thursday $GBP - Great Britain ECB - 18th Thursday $EUR - European Union BoJ - 19th Friday $JPY - Japan"
X Link 2025-12-09T06:19Z 7348 followers, 1110 engagements

"Well we almost never have it that low going into Fed rate decision. Will be interesting"
X Link 2025-12-09T09:10Z 7347 followers, 1409 engagements

"$BORR - Borr Drilling lon-term hold LTH Another push higher this time over $XXXX important level. Let's settle over it first it'd set us for the next move. 7/10 position left"
X Link 2025-12-09T15:44Z 7322 followers, XX engagements

"Lots of surfers during the day. 🦈"
X Link 2025-12-09T17:59Z 7336 followers, XXX engagements

"@FluentInFinance $7450 house in 1950 = XXXXXX ounces of Gold at $XX per ounce price then. XXXXXX ounces of Gold now at $4200 = $894K house"
X Link 2025-12-09T20:34Z 7329 followers, XXX engagements

"Thats going into Fed decision lovely :) Ill keep playing distribution until it stops working. $SPX $SPY"
X Link 2025-12-10T06:09Z 7346 followers, 1222 engagements

"How to play Platinum in my opinion only of course: Valterra Platinum $VALT (LSE) Impala Platinum $IMPUY (OTC US) Sibanye-Stillwater $SBSW (NYSE) Northam Platinum $NPTLF (OTC US) African Rainbow Minerals $AFBOF (OTC US) Platinum Group Metals $PLG (NYSE American) Sylvania Platinum $SAPLF (OTC US) Eastern Platinum $ELRFF (OTC US)"
X Link 2025-06-05T09:52Z 7364 followers, 4450 engagements

"Some of the Platinum and Palladium companies since the post: Valterra Platinum $VALT (LSE) Impala Platinum $IMPUY (OTC US) Sibanye-Stillwater $SBSW (NYSE) Northam Platinum $NPTLF (OTC US) Platinum Group Metals $PLG (NYSE American) Sylvania Platinum $SAPLF (OTC US) Eastern Platinum $ELRFF (OTC US)"
X Link 2025-07-18T08:01Z 7367 followers, 3428 engagements

"@BjornSchenk True I took initial position there $IVN. Small as I want to deploy more if we get lower prices"
X Link 2025-07-18T16:37Z 7363 followers, XXX engagements

"@LOWO64 I do have a small starter position I really like Platreef project $IVN. More below. Going to South Africa for half winter this year :)"
X Link 2025-08-11T14:57Z 7363 followers, XXX engagements

"Find me currency that trends more than Mexican Peso $MXN I dare you. 😄"
X Link 2025-09-24T17:36Z 7362 followers, XXX engagements

"$MTN - Vail Resorts The company reports in X days. I can't help but notice potential trading opportunity"
X Link 2025-09-27T19:48Z 7361 followers, 1171 engagements

"$AYA - Aya Gold & Silver Its up +50% in the last few weeks from the panic sell after Blue Orca short report. Theyre short so obviously biased. They werent polite would be an understatement. Ultimately we think Aya looks a lot like the penny stock it was before it miraculously discovered the suspicious new silver that never seems to materialize"
X Link 2025-10-16T05:01Z 7363 followers, 1809 engagements

"Agriculture Deep Dive Fertilizers - Part X 🧵 $MOS The Mosaic Company Phosphate Potash United States Truly global company with multiple production sites in USA Canada and Brazil - all agricultural giants. Great play for the next cycle. It has sold off ahead of earnings scheduled in X days. Of course not what existing shareholders like to hear believe me I'm one of them but it needs to be said: it offers potential buying opportunity for new investors. As with everything to go big I need a trend change or stupidly cheap assets. This may take a while; it's certainly not a race. I'll be actively"
X Link 2025-11-02T19:52Z 7363 followers, 17.4K engagements

"Agriculture Deep Dive Fertilizers - Part X 🧵 $SDF.DE K+S AG Potash Germany As market cap decreases companies become more interesting for asymmetric opportunities. That said I don't believe K+S is one at this moment but it may be. Revenue stream is a bit more complex but majority still comes from potash and specialized fertilizers. Running on small losses which isn't particularly a problem in cyclicals. If anything it can be an opportunity. Going from very bad to bad is often where significant money is made. But for that we'd have to wait for the whole fertilizer market to turn"
X Link 2025-11-03T15:47Z 7363 followers, 1449 engagements

"Agriculture Deep Dive Fertilizers - Part X 🧵 $2020.SR SABIC Agri-Nutrients Nitrogen Saudi Arabia Here it gets interesting. It's no secret that fertilizer production requires a lot of energy particularly for ammonia and urea with natural gas being an integral component. And Saudi Arabia has a lot of energy. High margins good dividends no debt growing volumes. Many factors line up in the company's favor. There's always certain geopolitical risk which will influence position size but we're always operating in some form of risk. Worth watching as it's trending up"
X Link 2025-11-03T16:01Z 7363 followers, 1316 engagements

"Agricultural REITs Deep Dive - Preview Coming soon we'll cover all farmland and timberland REITs plus listed pure agricultural producers. Screening for them was a big task. Below are some major ones. 👇 FARMLAND REITS $LAND Gladstone Land - Farmland REIT $FPI Farmland Partners - Farmland REIT $RFF.AX Rural Funds Group - Agricultural REIT (Australia) TIMBERLAND / FORESTRY REITS $RYN Rayonier - Timberland REIT $WY Weyerhaeuser - Timberland REIT $PCH PotlatchDeltic - Timberland REIT Plus +40 more companies in Farming / Plantation / Livestock / Aquaculture. Let the journey begin"
X Link 2025-11-13T00:24Z 7365 followers, 13.9K engagements

"🧵(7/13) Impala Platinum $IMPUY Paused at $XXXXX resistance pulled back then broke higher toward the next target of $XXXXX and retraced perfectly all the way back for a retest as we discussed last time. Almost too beautiful technically speaking. Nothing short of spectacular price action lately in PGM equities in general. Next Impala earnings in +3 months; I can't wait to see them"
X Link 2025-11-15T21:24Z 7360 followers, XXX engagements

"🧵(9/13) African Rainbow Minerals $ARI Staying in the South African stock market. We've mentioned the $20K resistance level in $ZAR a few times now and it has proven strong so far. We'll need to clear that level for continuation. Do that and the way opens toward $24K. We'll probably have to wait for earnings in +3 months"
X Link 2025-11-15T21:30Z 7362 followers, 1167 engagements

"$EQX - Equinox Gold I'm out but good to see it finally hit its 2020 bubble high. Difference Now it actually deserves to trade there. As Howard Marks says the higher the price the higher the risk. May be way higher or somewhat lower but I'll be back when sentiment turns sour and nobody wants it. 👍"
X Link 2025-11-18T20:37Z 7366 followers, 2021 engagements

"I like the Pebble deposit a lot. If only it moves forward that would be great XXXX moz contained gold. $NAK - Northern Dynasty Minerals. But for my investing focus I like $BHP - BHP Group more every time I dig into the company. Olympic Dam is truly one exceptional project in world history. table via"
X Link 2025-11-19T18:48Z 7355 followers, 3964 engagements

"That's quite a layered situation unfolding here. 👇 "BHP Group (ASX: BHP) has made another approach to buy Anglo American (LON: AAL) despite the London-listed miners proposed merger with Canadas Teck Resources (TSX: TECK.A/TECK.B) according to reports." $BHP $AAL $TECK"
X Link 2025-11-23T18:25Z 7355 followers, 1725 engagements

"Agriculture Deep Dive 👇 Now Updated With: Gladstone Land $LAND (NASDAQ) Farmland Partners $FPI (NYSE) Rural Funds Group $RFF.AX (ASX) Rayonier $RYN (NYSE)"
X Link 2025-11-26T19:37Z 7366 followers, 2089 engagements

"Copper hits new high in London. More importantly it's also at a major breakout level. This time it may just make it. $COPX $BHP $FCX $IVN $FDY"
X Link 2025-11-28T22:31Z 7355 followers, 3512 engagements

"🧵(9/13) African Rainbow Minerals $ARI Staying in the South African stock market. We've mentioned here the $20K resistance level in $ZAR a few times now but we haven't approached it again yet. It's been weaker than peers let's see. We'll need to clear $20K then the way opens toward $24K. We'll probably have to wait for earnings in X months"
X Link 2025-11-29T20:02Z 7361 followers, XXX engagements

"Hiking time. Jura mountains"
X Link 2025-11-30T12:00Z 7356 followers, XXX engagements

"Oil & Gas The Making of a Bull Market First and foremost its a giant market among commodities nothing really compares with various estimates putting it around $X trillion in 2024. Right now there are coordinated efforts to keep prices down and the longer they stay suppressed the stronger the eventual bull market will be. Im positioning for that possibility. Id welcome lower prices for some of the majors but well see if the market gives that opportunity. Its a prime environment for good fund managers who know how to pick the right equities. $XLE $CVX $XOM $TTE $PBR $VAL $RIG"
X Link 2025-11-30T19:58Z 7368 followers, 16.4K engagements

"$IVN - "Ivanhoe Mines fires up Africas largest copper smelter" - how about that they'll capture the copper smelting business now. 👇"
X Link 2025-12-02T10:58Z 7363 followers, 2495 engagements

""At full capacity Ivanhoe said the 500000-tpa smelter would be the largest on the continent. It would also be the greenest backed by the direct-to-blister flash smelting technology supplied by Metso Outotec and renewable hydroelectric power from the nearby Inga II dam." $IVN"
X Link 2025-12-02T10:59Z 7364 followers, XXX engagements

"$NZD - New Zealand Dollar From last time: One of my favorite forex plays: when the market aggressively sells (or buys) an obvious outcome the initial move is often a reversal"
X Link 2025-12-03T21:20Z 7362 followers, 1695 engagements

"Tin - Repricing in Progress Great two weeks: we're now +40% year-to-date. If you're interested in a deep dive into the companies I'm putting the link in the next post. Producers (majority revenue from tin): Alphamin Resources $AFM (TSXV) Materials Andrada Mining $ATM (LSE AIM) Materials Metals X $MLX (ASX) Materials Malaysia Smelting Corporation $5916 (Bursa Malaysia) PT Timah $TINS (IDX) Minsur S.A. $MINSURI1 (BVL) Yunnan Tin Company $000960 (SZSE) Developers / Explorers: Cornish Metals $CUSN (LSE AIM TSXV) First Tin $1SN (LSE) Elementos Limited $ELT (ASX) Stellar Resources $SRZ"
X Link 2025-12-04T19:49Z 7371 followers, 14.3K engagements

"@lukester588 @Wasim_Pervaiz @RockBtmEntries Great analysis @RockBtmEntries - $MLP 👍👏"
X Link 2025-12-05T14:09Z 7369 followers, XXX engagements

"$BORR - Borr Drilling LTH Another strong week. First target hit here so I take the first trim (3/10 close to +100% up only prudent) let's see how we react here at $4.10-$4.20. 👍 I'm also in $VAL and $RIG"
X Link 2025-12-05T15:17Z 7362 followers, 3850 engagements

"Forex Trade No. XX That's the move I was looking for in short $EUR vs long $CAD. Lesson learned"
X Link 2025-12-05T17:53Z 7361 followers, 2707 engagements

"@SFarringtonBKC There are only so many companies I can research. 🙂 Chart looks great on $TGB. That said I do have some of it through $COPX. 👍"
X Link 2025-12-06T15:48Z 7369 followers, XXX engagements

"US dollar - $USD First we have jobs data tomorrow. Then the Fed rate decision and Chairman Powell's press conference on Wednesday. Last time he said we're not on a predetermined path yet equity markets priced in aggressive cuts anyway. Bonds forex and gold however expect a hawkish "one and done" followed by a wait-and-see approach. Let's see who is right"
X Link 2025-12-08T08:46Z 7367 followers, 1200 engagements

"US dollar - $USD continued Now to the direction on $DXY. It tends to go up when they refill the government TGA account and we're close to max balance right now. I absolutely expect them to empty it all before midterm elections whatever it takes. It has a high chance to weaken the dollar and prop up general markets commodities and risk assets. On top of that we'll get a new Fed dovish chair. That's it that's the narrative. The only question is if it's already priced in. We'll see very soon. On the opposite side a lot of refinancing is happening right now even more in 2026. Plus if they lose"
X Link 2025-12-08T08:57Z 7368 followers, XXX engagements

"$EWZ Brazil Equities long-term hold (LTH) p.1 Lots of talk about Friday's drop due to Bolsonaro's son running for president perfectly understandable. It's good to revisit the thesis regularly. The narrative is that President Lula would easily win next year. Maybe so but remember how great Brazilian equities performed in 20032011 when he was president. $PBR $NU $VALE $ERJ $GGB $PRIO3 $EWZS Petrobras Nubank Vale Embraer Gerdau Prio"
X Link 2025-12-08T09:10Z 7368 followers, 2159 engagements

"Coffee - $KC short Shorting is one of my least favorite trades it's at least twice as hard as going long. That said I use sharp dips to cover some or sometimes even the full position. Shorting gains can vanish quickly; the sharpest rallies often occur in downtrends. We're still in backwardation here with contracts for late 2026 at around $XXXX. But that is a long time to wait"
X Link 2025-12-08T17:18Z 7370 followers, 1313 engagements

"Forex Trade No. XX Only active trade now - Short $EUR vs long $CHF at XXXXXX quarter position. Not half this time - when things go against me for a while I like to reduce trade size until that time I get back "in the zone""
X Link 2025-12-09T14:02Z 7368 followers, 1950 engagements

"$GBP - British Pound Correcting from the most overbought level since September XX - enough for a solid base trade. Let's see the reaction to tomorrow's Fed decision for the next direction"
X Link 2025-12-09T15:56Z 7370 followers, XXX engagements

"The first time during the 1979/1980 commodities bubble it was time to sell both. The second time during the 2020 commodities crash it was time to buy both. Which time is it now"
X Link 2025-12-09T19:35Z 7372 followers, 2601 engagements

"@rmb1214 I'm not smart enough to time it exactly so I rotate in tranches. 👍"
X Link 2025-12-10T11:19Z 7371 followers, XXX engagements

"Swiss Franc $CHF - The Great Repricing Before it's all over we may pay $X $USD dollars for a single Swiss Franc. Before you pushback let me show you 1970s"
X Link 2025-12-10T22:29Z 7372 followers, 1046 engagements

"@financefeed420 @trend_bullish Some especially USA ones majors driven by flight to quality and passive flows"
X Link 2025-12-11T00:29Z 7372 followers, XXX engagements

""The forecast is within the range of price stability over the entire forecast horizon (cf. chart). It puts average annual inflation at XXX% for 2025 XXX% for 2026 and XXX% for 2027 (cf. table). The forecast is based on the assumption that the SNB policy rate is X% over the entire forecast horizon.""
X Link 2025-12-11T08:56Z 7371 followers, XXX engagements

"New Zealand Dollar - NZD Very low rates and low agricultural prices are showing. Until that changes it's best to play bounces here rather than longer trades imo"
X Link 2025-12-11T09:25Z 7371 followers, XXX engagements

"@alihobbalah For allocation that would be shifting from $USD for the time of reflation. For trading it'd be great against $USD $EUR $SGD. 👍 Once trend is established"
X Link 2025-12-11T12:25Z 7366 followers, XX engagements

"Gold has been pricing in that pivot for a while now yes. Other precious metals follow. What they have not priced in yet is eventually much larger deficits and monetary support but that's XXX years from now. I'm prepared for a long secular bull market punctuated by 2030% declines from time to time"
X Link 2025-12-11T13:30Z 7370 followers, XX engagements

""Canadas first large-scale LNG export project firing on all cylinders as it ignites second train" LNG Canada - a joint venture of Shell $SHEL Petronas $PCHEM PetroChina KOGAS $036460.KS and Mitsubishi $8058.T - has started up its second LNG train in Kitimat British Columbia reaching XX mtpa capacity with plans to potentially double it to four trains in Phase X. Link to article in the next post 👇"
X Link 2025-11-11T10:21Z 7371 followers, 2906 engagements

"🧵(6/13) Valterra Platinum $VALT Had to zoom out and move to the monthly chart. Note that its in South African Rand ( $ZAR) traded on the Johannesburg Stock Exchange. Levels will never be perfect especially when currencies change. That said as we noted last time we were at a quite important spot setting up for the next move off $105K as long as PGMs stay strong and we got it. Let's see if there's a follow up in the next few weeks"
X Link 2025-11-29T19:50Z 7370 followers, XXX engagements

"🧵(7/13) Impala Platinum $IMPUY First paused at $XXXXX resistance pulled back then broke higher toward the next target of $XXXXX and retraced perfectly all the way back for a retest as we discussed before. And now were moving right back again. Lets see when we move out of this range. Almost too beautiful technically speaking"
X Link 2025-11-29T19:56Z 7370 followers, XXX engagements

"Forex Trade No. XX - Loss & Summary No. XX - Shorted $GBP vs long $JPY at XXXXXX (half position). Added quarter at XXXXXX. Stopped out of all at XXXXXX slightly above -X% loss. Losing trades require more detailed analysis. First I accept full responsibility which allows me to identify what I could have done differently. Key points: 1) Entry - suboptimal; could have waited for more overbought conditions before shorting. 2) Escape point - I missed two chances to exit. Though not a strict rule this is often the best choice. I waited for economic data after $GBP reached the supply level. I was"
X Link 2025-12-09T13:57Z 7370 followers, 1491 engagements

"Natural gas $NG - First Correction Designated the "widow maker" in trading. But I personally like it a lot especially on the upside. It's certainly volatile so position sizing is everything. For those interested in long-term investment equities are far better imo"
X Link 2025-12-09T14:18Z 7370 followers, 1032 engagements

"Indian Ocean Jeffreys Bay South Africa"
X Link 2025-12-09T17:57Z 7370 followers, XXX engagements

"A barrel of oil is now cheaper than an ounce of silver. This has happened only twice before: during the 1979/1980 bubble and the oil massacre in the COVID pandemic"
X Link 2025-12-09T19:31Z 7371 followers, 65.5K engagements

"@POPORICO0007 Invested or investing in right now these would be different answers :) But these ones I have / like: $XOM $PBR $EQNR $TTE $IPCO - from bigger ones. $VAL $BORR $RIG - drillers. $GPRK $PXT - smaller ones"
X Link 2025-12-10T18:07Z 7371 followers, XXX engagements

"@venturewriter At the time when $PYPL reaches $XXXXX I will do assessment if there is more upside"
X Link 2025-12-11T00:26Z 7371 followers, XXX engagements

""Swiss National Bank sticks with zero interest rate Inflation in recent months has been slightly lower than expected. In the medium term however inflationary pressure is virtually unchanged compared to the last monetary policy assessment" $CHF"
X Link 2025-12-11T08:52Z 7372 followers, XXX engagements

"@n1style Troubled but growing. Commodities bull market always helps :)"
X Link 2025-12-11T17:24Z 7370 followers, XX engagements

"$IVN - Ivanhoe Mines Theres a lot to say about this company certainly far more than fits in a single post. But today I want to highlight the Platreef deposit in South Africa which is truly one of a kind. Its very likely the lowest-cost Platinum and Palladium future operations out there. On top what catches my eye is also the Nickel and Gold grades here. Looking more broadly Ivanhoe is still largely a copper story but it's also clearly evolving into a multi-metal multi-country company. The jurisdictions arent easy thats putting it mildly. The stock has retraced here quite a bit due to recent"
X Link 2025-07-07T15:18Z 7369 followers, 15.5K engagements

"$PXT - Parex Resources Its +40% now plus dividends crude oil. I like companies that nobody cares about. Their buybacks have been insanely good as well"
X Link 2025-09-15T17:55Z 7369 followers, 6547 engagements

"$EQX long trade Almost there at the $XXXXX all-time high. No changes just trying to enjoy the ride. I keep reminding myself to stay with the winners. Im always more nervous when things go parabolic even when like in this case it is fully justified. We keep learning all our lives"
X Link 2025-10-20T19:51Z 7368 followers, 4137 engagements

"$EQX long leaps trade Trailing stops triggered on last Jan XX 2027 $X calls. Sold at $XXXX purchased at around $2.00-$2.20. Will look for another long setup now after consolidation is over"
X Link 2025-10-27T15:00Z 7368 followers, 4326 engagements

"Ivanhoe Mines $IVN earnings are in. Revenue: $XXXXXX million Net income: $XXXXX million But it's not about the numbers at this stage. Short term it's about fixing problems at Kakula Mine. Long term it's about their collection of world-class mines/projects/deposits. I'm particularly interested in the Platreef deposit which is truly one of a kind. Its very likely the lowest-cost platinum and palladium future operation out there also with good nickel and gold grades. More information below"
X Link 2025-10-30T14:35Z 7369 followers, 2256 engagements

"$NG - Natural Gas It's been +90% since Doomberg said natural gas was given for free in US"
X Link 2025-11-03T19:25Z 7370 followers, 10.9K engagements

"@SantiagoAuFund So many carry trades in $MXN - Mexican Peso now. Not something I wish for but I'll be watching"
X Link 2025-11-15T21:46Z 7368 followers, XXX engagements

"When talking about platinum palladium and rhodium we can't forget Ivanhoe's $IVN Platreef deposit by far the largest undeveloped and most spectacular PGM one in the world. Company presentation figures 👇"
X Link 2025-11-16T14:28Z 7369 followers, 9549 engagements

"For ambitious investors you can read Ivanhoes $IVN Platreef Integrated Development Plan. Warning its XXX pages"
X Link 2025-11-16T14:31Z 7370 followers, 2705 engagements

"Mexican Peso - $MXN I will not pretend to know exactly what is happening politically in Mexico right now. But there are knowledgable people on that topic and I listen to them closely. With that in mind it would be irresponsible from me not to issue a warning about a possible carry-trade unwind just like weve seen multiple times before. It doesnt have to happen of course but if it does one can move past the initial shock phase with a ready plan in place on how to navigate it. $EWW"
X Link 2025-11-16T22:51Z 7368 followers, 2655 engagements

"Markets Update November XX 2025 Part X 🧵 Key Economic Events This Week Times in GMT -X / New York Time: Monday November XX Holidays: Japan (Labor Day) 00:00 Core CPI (YoY) (Oct) 00:00 CPI (YoY) (Oct) 02:30 Employment Level (Q3) 04:00 German Business Expectations (Nov) 04:00 German Current Assessment (Nov) 04:00 German Ifo Business Climate Index (Nov) 07:45 ECBs Elderson Speaks 09:15 Industrial Production (MoM) (Oct) 09:15 Industrial Production (YoY) (Sep) 09:50 ECB President Lagarde Speaks 12:45 German Buba President Nagel Speaks 13:00 2-Year Note Auction Tuesday November XX Holidays:"
X Link 2025-11-23T18:12Z 7369 followers, XXX engagements

"Markets Update November XX 2025 Part X 🧵 Earnings this week: Monday November XX Naspers $NPN (JSE) Communication Services Agilent $A (NYSE) Healthcare Keysight Technologies $KEYS (NYSE) Technology Zoom $ZM (NASDAQ) Technology/Communication Woodward $WWD (NASDAQ) Industrials Semtech $SMTC (NASDAQ) Technology Central Garden & Pet $CENTA (NASDAQ) Consumer Compass Diversified Holdings $CODI (NYSE) Financials Tuesday November XX Alibaba $BABA (NYSE) Consumer/Tech / Analog Devices $ADI (NASDAQ) Technology Dell Technologies $DELL (NYSE) Technology Autodesk $ADSK (NASDAQ) Technology "
X Link 2025-11-23T18:14Z 7370 followers, XXX engagements

"Natural Gas - $NG We're slowly getting past COT data. Imagine how unsurprised I was to see managed money increasing their shorts right at the local bottom. 😉"
X Link 2025-12-05T23:42Z 7371 followers, 1134 engagements

"Forex Trade No. XX & XX Still in No. XX - Short $GBP vs long $JPY at XXXXXX half position. I have set sell order at XXXXXX to add quarter more to that trade see the chart. Started also No. XX - Short $EUR vs long $CHF at XXXXXX quarter position. Not half this time - when things go against me for a while I like to reduce trade size until that time I get back "in the zone""
X Link 2025-12-09T06:00Z 7370 followers, 2505 engagements

"$PAAS - Pan American Silver LTH (long-term hold) Up +10% today we're getting that repricing we discussed for some time. Now firmly above the 2020-2021 highs no technical resistance to speak of. Became my favorite large-cap silver stock after acquiring MAG and my largest silver stock. Let's see where this journey takes us"
X Link 2025-12-09T16:18Z 7370 followers, 2996 engagements

"Forex Trade No. XX Win closing here at XXXXXXX started short $EUR vs long $CHF at XXXXXX so +0.38%. It'll probably keep running after Fed meeting but good to book it and not be dependent on external factors. It's also very important psychologically to have that win after recent loss"
X Link 2025-12-10T13:57Z 7370 followers, 1770 engagements

"$TECK and $AAL merger:"
X Link 2025-12-10T16:23Z 7371 followers, 1290 engagements

"@POPORICO0007 I like $EC but a little too much state ownership for my taste. Good for trading for sure and will be lifted with oil cycle"
X Link 2025-12-10T18:15Z 7368 followers, XX engagements

"@colon4893 @POPORICO0007 They'll do well in a bull market. I'm just looking for producers with higher leverage"
X Link 2025-12-10T19:18Z 7368 followers, XX engagements

"Before the US went off the gold standard one $USD dollar bought almost XXX Swiss Francs $CHF. Just eight years later it bought only 1.5"
X Link 2025-12-10T22:32Z 7370 followers, XXX engagements

"Oil Equities - Buying the Hate These are my positions below. $XOM $PBR $EQNR $TTE $IPCO (larger ones); $VAL $BORR $RIG (drillers); $GPRK $PXT (smaller ones). Of course being invested doesn't mean I've added them last week I've been accumulating for a while now; every entry is different and depends on value. I currently hold close to XX% of my long-term investment account in this sector hoping to increase to XX% if I get that chance"
X Link 2025-12-10T23:08Z 7372 followers, 18.3K engagements

"Forex Trade No. XX This one keeps on running - short $EUR vs long $CHF. I'm out"
X Link 2025-12-11T10:40Z 7372 followers, XXX engagements