[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 Kacper Piotr Kaminski Kacper Piotr Kaminski posts on X about forex, $cad, $ivn, $usd the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1201803781530423296/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -XXXX% - X Months XXXXXXXXX +395% - X Year XXXXXXXXX +348% ### Mentions: XXX [#](/creator/twitter::1201803781530423296/posts_active)  - X Week XXX -XX% - X Month XXX +5.50% - X Months XXXXX +141% - X Year XXXXX +90% ### Followers: XXXXX [#](/creator/twitter::1201803781530423296/followers)  - X Week XXXXX +4.60% - X Month XXXXX +16% - X Months XXXXX +172% - X Year XXXXX +290% ### CreatorRank: XXXXXXX [#](/creator/twitter::1201803781530423296/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) #6219 [countries](/list/countries) XXXXX% [currencies](/list/currencies) #1938 [stocks](/list/stocks) XXXXX% [exchanges](/list/exchanges) XXXX% [technology brands](/list/technology-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [forex](/topic/forex) #252, [$cad](/topic/$cad) #1, [$ivn](/topic/$ivn) #1, [$usd](/topic/$usd) #20, [$gbp](/topic/$gbp) #1, [longterm](/topic/longterm) #154, [level](/topic/level) 4.07%, [target](/topic/target) #1071, [$eur](/topic/$eur) #1, [strong](/topic/strong) #2171 **Top accounts mentioned or mentioned by** [@marketsgonewild](/creator/undefined) [@secrets4stocks](/creator/undefined) [@thestocksking](/creator/undefined) [@tonyforever2003](/creator/undefined) [@noalgos](/creator/undefined) [@alihobbalah](/creator/undefined) [@manishsahu1008](/creator/undefined) [@lowo64](/creator/undefined) [@thegodfather98](/creator/undefined) [@cyclestrategy](/creator/undefined) [@deruyter1667](/creator/undefined) [@jsmith8286](/creator/undefined) [@dcb30a](/creator/undefined) [@bobbyb75](/creator/undefined) [@bjornschenk](/creator/undefined) [@slocan68](/creator/undefined) [@chrisxfra](/creator/undefined) [@marcbregevin](/creator/undefined) [@mandark915](/creator/undefined) [@alfons007svw](/creator/undefined) **Top assets mentioned** [Caduceus Protocol (CAD)](/topic/$cad) [Investin (IVN)](/topic/$ivn) [Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [BHP Group Limited (BHP)](/topic/$bhp) [Teck Resources Limited (TECK)](/topic/$teck) [SPINDLE (SPD)](/topic/$spd) [PolkaBridge (PBR)](/topic/$pbr) [Cobinhood (COB)](/topic/$cob) [Pulsechain (PLS)](/topic/$pls) [NovaGold Resources Inc. (NG)](/topic/$ng) [Pixer Eternity (PXT)](/topic/$pxt) [American Realty Investors, Inc. (ARL)](/topic/$arl) [EQIFi (EQX)](/topic/$eqx) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Nutrien Ltd. Common Shares (NTR)](/topic/$ntr) [PAN American Silver Corp (PAAS)](/topic/$paas) [Landshare (LAND)](/topic/$land) [Smooth Love Potion (SLP)](/topic/$slp) [Noble Corporation (NE)](/topic/$ne) [Seadrill Limited (SDRL)](/topic/$sdrl) ### Top Social Posts Top posts by engagements in the last XX hours "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](https://x.com/Kacper_PK_CH/status/1980712675530461389) 2025-10-21T19:07Z 7224 followers, 2110 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](https://x.com/Kacper_PK_CH/status/1990190970516787390) 2025-11-16T22:51Z 7230 followers, 2650 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](https://x.com/Kacper_PK_CH/status/1994854019550839248) 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](https://x.com/Kacper_PK_CH/status/1994855417839595645) 2025-11-29T19:46Z 7225 followers, XXX engagements "Forex Trade No. XX That's the move I was looking for in short $EUR vs long $CAD. Lesson learned" [X Link](https://x.com/Kacper_PK_CH/status/1997001495401693624) 2025-12-05T17:53Z 7240 followers, 2647 engagements "$VAL - Valaris long-term hold LTH Hitting another high here and oil cycle hasn't even started yet. +90% from entry" [X Link](https://x.com/Kacper_PK_CH/status/1996309417944293395) 2025-12-03T20:03Z 7235 followers, 2834 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](https://x.com/Kacper_PK_CH/status/1996328651600859480) 2025-12-03T21:20Z 7240 followers, 1680 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](https://x.com/Kacper_PK_CH/status/1996532669434487113) 2025-12-04T10:50Z 7236 followers, 21.4K 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% $CHF - XX% Gold (Options Strategy)" [X Link](https://x.com/Kacper_PK_CH/status/1997056597621670078) 2025-12-05T21:32Z 7225 followers, 1298 engagements "$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](https://x.com/Kacper_PK_CH/status/1997957765340291488) 2025-12-08T09:13Z 7237 followers, XXX engagements "If anyone wondered where the dollar and easing sentiment is right now. 👇" [X Link](https://x.com/Kacper_PK_CH/status/1998021930516172854) 2025-12-08T13:28Z 7237 followers, 1513 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](https://x.com/Kacper_PK_CH/status/1998392736366628955) 2025-12-09T14:02Z 7240 followers, XXX 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](https://x.com/Kacper_PK_CH/status/1988190408585756971) 2025-11-11T10:21Z 7231 followers, 2901 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 $BHP - BHP Group more every time I dig into the company. Olympic Dam is truly one exceptional project in world history. table via" [X Link](https://x.com/Kacper_PK_CH/status/1991217068797014333) 2025-11-19T18:48Z 7240 followers, 3944 engagements "$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 $RIG" [X Link](https://x.com/Kacper_PK_CH/status/1993401701211291952) 2025-11-25T19:29Z 7217 followers, 8356 engagements "$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](https://x.com/Kacper_PK_CH/status/1993774995932365264) 2025-11-26T20:12Z 7226 followers, 1777 engagements "@dcb30a $SPD Then I really need to do more research on this one" [X Link](https://x.com/Kacper_PK_CH/status/1994886220577738942) 2025-11-29T21:48Z 7217 followers, XXX engagements "@bobbyb75 I like it did more research on $SPD yesterday evening" [X Link](https://x.com/Kacper_PK_CH/status/1995041796758573091) 2025-11-30T08:06Z 7234 followers, XX 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](https://x.com/Kacper_PK_CH/status/1995171178877522254) 2025-11-30T16:40Z 7240 followers, 13.1K engagements "Coffee - $KC short Down again here. I prefer trading the continuous / front-month contract but there are many ways to do it. I personally use the forward curve to pick exits. But remember risk is dynamic and changes with both price and underlying fundamentals" [X Link](https://x.com/Kacper_PK_CH/status/1995508549502591111) 2025-12-01T15:01Z 7239 followers, 2253 engagements "$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 $XXXX CAD" [X Link](https://x.com/Kacper_PK_CH/status/1995573771705745422) 2025-12-01T19:20Z 7226 followers, 2601 engagements "$IVN - "Ivanhoe Mines fires up Africas largest copper smelter" - how about that they'll capture the copper smelting business now. 👇" [X Link](https://x.com/Kacper_PK_CH/status/1995809839960731797) 2025-12-02T10:58Z 7225 followers, 2489 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](https://x.com/Kacper_PK_CH/status/1996668280686166317) 2025-12-04T19:49Z 7240 followers, 14.2K engagements "The Canadian dollar $CAD has also been stronger lately. I'd expect it higher if/when oil picks up" [X Link](https://x.com/Kacper_PK_CH/status/1996926686642991114) 2025-12-05T12:56Z 7232 followers, 1001 engagements "Natural Gas - $NG We're slowly getting past COT data. Imagine how unsurprised I was to see managed money increasing their shorts right at the local bottom. 😉" [X Link](https://x.com/Kacper_PK_CH/status/1997089159777792387) 2025-12-05T23:42Z 7236 followers, 1119 engagements "$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](https://x.com/Kacper_PK_CH/status/1997959494534393995) 2025-12-08T09:20Z 7239 followers, XXX 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](https://x.com/Kacper_PK_CH/status/1998271634151485779) 2025-12-09T06:00Z 7241 followers, 2378 engagements "Natural gas $NG - First Correction Designated the "widow maker" in trading. But I personally like it a lot especially on the upside. It's certainly volatile so position sizing is everything. For those interested in long-term investment equities are far better imo" [X Link](https://x.com/Kacper_PK_CH/status/1998396966540046754) 2025-12-09T14:18Z 7240 followers, XXX engagements "$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](https://x.com/Kacper_PK_CH/status/1998418450243535121) 2025-12-09T15:44Z 7240 followers, XX engagements "Indian Ocean Jeffreys Bay South Africa" [X Link](https://x.com/Kacper_PK_CH/status/1998452062703517715) 2025-12-09T17:57Z 7240 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](https://x.com/Kacper_PK_CH/status/1922757142680940738) 2025-05-14T20:53Z 7236 followers, 8652 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](https://x.com/Kacper_PK_CH/status/1930563286677753902) 2025-06-05T09:52Z 7229 followers, 4448 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](https://x.com/Kacper_PK_CH/status/1946118116716765407) 2025-07-18T08:01Z 7161 followers, 3427 engagements "@BjornSchenk True I took initial position there $IVN. Small as I want to deploy more if we get lower prices" [X Link](https://x.com/Kacper_PK_CH/status/1946248060062802248) 2025-07-18T16:37Z 7176 followers, XXX engagements "$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](https://x.com/Kacper_PK_CH/status/1952286864515252356) 2025-08-04T08:33Z 7176 followers, XXX engagements "New LTH - Long Term Hold $RGLD - Royal Gold We've seen sharp selling after entering into agreement to acquire Sandstorm Gold $SAND and Horizon Copper $HCU. A lot more to talk about not enough space here. I like it a lot very top royalties and streams after merger" [X Link](https://x.com/Kacper_PK_CH/status/1952484091032686671) 2025-08-04T21:37Z 7189 followers, 4901 engagements "Nice try $CVNA - back to green on this short" [X Link](https://x.com/Kacper_PK_CH/status/1954934246532956599) 2025-08-11T15:53Z 7192 followers, XXX engagements "$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](https://x.com/Kacper_PK_CH/status/1967648448670585193) 2025-09-15T17:55Z 7188 followers, 6501 engagements "Find me currency that trends more than Mexican Peso $MXN I dare you. 😄" [X Link](https://x.com/Kacper_PK_CH/status/1970905262191149285) 2025-09-24T17:36Z 7182 followers, XXX engagements "$IVN - Ivanhoe Mines' Platreef deposit is likely the best platinum and palladium deposit I've ever seen. 👇" [X Link](https://x.com/Kacper_PK_CH/status/1972603284474183891) 2025-09-29T10:04Z 7160 followers, 1815 engagements "(11/12) Eastern Platinum $ELR Another one skewed by share count this time trading in Canada. As with $PLG the setup here needs more fundamental digging than pure chart work" [X Link](https://x.com/Kacper_PK_CH/status/1973039811167731799) 2025-09-30T14:58Z 7203 followers, XXX engagements "Markets Update October X 2025 part X 🧵 FOREX SHORT-TERM TREND CHANGES LAST WEEK: CHF/USD SWISS FRANC: Uptrend 🟩 ➝ Sideways 🟨 JPY/USD JAPANESE YEN: Downtrend 🟥 ➝ Sideways 🟨 BTC/USD BITCOIN: Sideways 🟨 ➝ Uptrend 🟩 NOK/USD NORWEGIAN KRONE: Uptrend 🟩 ➝ Sideways 🟨 RUB/USD RUSSIAN RUBLE: Downtrend 🟥 ➝ Sideways 🟨 SEK/USD SWEDISH KRONA: Uptrend 🟩 ➝ Sideways 🟨 SGD/USD SINGAPORE DOLLAR: Downtrend 🟥 ➝ Sideways 🟨 COT POSITIONING CHANGES LAST WEEK: CHF/USD SWISS FRANC: Positive 🟩 ➝ Neutral 🟨 JPY/USD JAPANESE YEN: Negative 🟥 ➝ Neutral 🟨 $USD $DXY $EUR $GBP $CHF $JPY $CAD $MXN $BRL $AUD" [X Link](https://x.com/Kacper_PK_CH/status/1974907259017728300) 2025-10-05T18:39Z 7192 followers, 3562 engagements "In case you missed it - these are the Australian critical minerals companies Trumps team met with as part of the push to end Chinas monopoly: $IG6 International Graphite Ltd (not listed) RZ Resources Ltd $COB Cobalt Blue Holdings Ltd $ARU Arafura Rare Earths Ltd $PLS Pilbara Minerals Ltd $ARL Ardea Resources Ltd $NTU Northern Minerals Ltd $E25 Element XX Ltd Details below 👇" [X Link](https://x.com/Kacper_PK_CH/status/1977695578176831934) 2025-10-13T11:19Z 7203 followers, 3115 engagements "Australian critical minerals names - performance check since the first post just one week ago. 👇 Companies that Trumps team met with all part of the push to shut down Chinas monopoly. $ARU Arafura Rare Earths +61.36% $COB Cobalt Blue Holdings +57.89% $IG6 International Graphite +42.86% $NTU Northern Minerals +19.05% $PLS Pilbara Minerals +1.17% $ARL Ardea Resources XXXX% $E25 Element XX 1.52%" [X Link](https://x.com/Kacper_PK_CH/status/1977696763583578537) 2025-10-13T11:23Z 7203 followers, 9316 engagements "$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](https://x.com/Kacper_PK_CH/status/1978687609002942665) 2025-10-16T05:01Z 7184 followers, 1806 engagements "$GG - Golconda Gold Corp. Broke out and settled over $XXXX $CAD - 2020 high. Entirely different company now but still a speculation for me so will be trimming but not too fast there's no resistance now. Sent around the buy alert to good friends around $XXXXX $CAD. 👍" [X Link](https://x.com/Kacper_PK_CH/status/1978828191964770472) 2025-10-16T14:19Z 7200 followers, 1270 engagements "$TK - Tinka Resources long speculative trade They just did X to X share consolidation so my converted average is $XXXXX $CAD. Would accumulate more if given some panic as I have a small position it's a speculation after all. One of very few tier X deposits in the world. Zinc silver and tin" [X Link](https://x.com/Kacper_PK_CH/status/1978900811871572280) 2025-10-16T19:08Z 7170 followers, 4397 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](https://x.com/Kacper_PK_CH/status/1980279956916637945) 2025-10-20T14:28Z 7204 followers, 7726 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% - $ARL Ardea Resources: -0.79%" [X Link](https://x.com/Kacper_PK_CH/status/1980282236848238647) 2025-10-20T14:37Z 7203 followers, 12K engagements "$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 $CAD I've been waiting to add back on a serious correction ever since. That correction never came. Ill say it again: you can simply stick with the Lundin names and outperform XX% of the funds in this commodity game" [X Link](https://x.com/Kacper_PK_CH/status/1980357351891956097) 2025-10-20T19:36Z 7239 followers, 7044 engagements "$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](https://x.com/Kacper_PK_CH/status/1980361245896200204) 2025-10-20T19:51Z 7161 followers, 4122 engagements "🧵(9/13) African Rainbow Minerals $ARI Staying in South Africa stock market. Last time we were talking about $20K resistance level $ZAR and so far it has proven strong. We''ll need to clear that level for continuation. Do that and the way opens toward $24K" [X Link](https://x.com/Kacper_PK_CH/status/1982154496277901757) 2025-10-25T18:37Z 7171 followers, XXX engagements "Australian critical minerals companies - update: Solid correction after first speculative wave which ones will continue if the second one arrives. Performance since first post: $COB Cobalt Blue Holdings +121.52% $ARU Arafura Rare Earths +93.02% $NTU Northern Minerals +53.66% $NVA Nova Minerals +44.54% $IG6 International Graphite +33.33% $PLS Pilbara Minerals +27.17% $E25 Element XX +21.88% $LYC Lynas Rare Earths +4.21% $ARL Ardea Resources +0.81%" [X Link](https://x.com/Kacper_PK_CH/status/1982170972041150673) 2025-10-25T19:42Z 7203 followers, 4703 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](https://x.com/Kacper_PK_CH/status/1982482290501378166) 2025-10-26T16:19Z 7185 followers, 16.5K engagements "Markets Update October XX 2025 part X 🧵 FOREX SHORT-TERM TREND CHANGES LAST WEEK: EUR/USD EURO: Sideways 🟨 ➝ Downtrend 🟥 RUB/USD RUSSIAN RUBLE: Sideways 🟨 ➝ Uptrend 🟩 NOK/USD NORWEGIAN KRONE: Downtrend 🟥 ➝ Sideways 🟨 COT POSITIONING CHANGES LAST WEEK: None Medium-Term Trend:trailing X months Short-Term Trend:trailing X weeks $USD $DXY $EUR $GBP $CHF $JPY $CAD $MXN $BRL $AUD $NZD $ZAR $AU $BTC $ETH $CNH $INR $SGD $KRW $RUB $PLN $NOK $SEK Highlight for the week shown below. 👇" [X Link](https://x.com/Kacper_PK_CH/status/1982483493897617568) 2025-10-26T16:24Z 7192 followers, 4223 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](https://x.com/Kacper_PK_CH/status/1982492078366933329) 2025-10-26T16:58Z 7194 followers, 1765 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](https://x.com/Kacper_PK_CH/status/1982492930028814710) 2025-10-26T17:02Z 7194 followers, 1696 engagements "Copper Suddenly $X dollars per lbs or $18K per ton don't seem so ridiculous. I got a lot of laughter one year ago. On the verge of breakout here. Supply issues are real. The only thing I'm worried about is automatic cascade deflationary shock but I'm also ready for it. We can't control the markets. What we can do is control our reactions. $HG $COPX $TECK $FCX $IVN" [X Link](https://x.com/Kacper_PK_CH/status/1982600322863317470) 2025-10-27T00:08Z 7180 followers, 30.9K engagements "$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](https://x.com/Kacper_PK_CH/status/1982824731691917658) 2025-10-27T15:00Z 7161 followers, 4316 engagements "Coffee $KC Whatever the final outcome the high tariffs on Brazil are not popular in the Senate. Good news for coffee lovers and those who caught the trade Ive been highlighting for a few weeks now. I didnt unfortunately" [X Link](https://x.com/Kacper_PK_CH/status/1983426307494220235) 2025-10-29T06:50Z 7185 followers, 2102 engagements "Copper And we have a breakout. Supply issues are here. Pair that with almost every major government in debt expansion mode and ongoing global electrification. Like I said suddenly $X per lb or $18K per ton doesn't seem so ridiculous. I got a lot of laughter one year ago. Can we power through in case we get a slowdown in the western economies We'll see very soon in 2026. $HG $COPX $TECK $FCX $IVN" [X Link](https://x.com/Kacper_PK_CH/status/1983590616966545564) 2025-10-29T17:43Z 7174 followers, 11.9K engagements "$GLEN - Glencore long-term hold LTH Up over +5% today after quarterly production report another high for this cycle. Copper output reduced but yearly forecast roughly in line. Of course they have gold nickel cobalt zinc coal - really diversified producer. No changes will sell at the end of this cycle when trends are changing" [X Link](https://x.com/Kacper_PK_CH/status/1983622722178465999) 2025-10-29T19:51Z 7162 followers, 10.4K 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](https://x.com/Kacper_PK_CH/status/1983905581732618546) 2025-10-30T14:35Z 7176 followers, 2217 engagements "As promised I'm preparing first series of posts where we go into detail about agricultural companies. Will publish tomorrow. First on deck - fertilizer producers the backbone of global food security 🌾 Producers $NTR Nutrien Ltd Potash Nitrogen Phosphate Canada $SQM Sociedad Qumica y Minera de Chile Potash Phosphate Chile $MOS The Mosaic Company Phosphate Potash United States $CF CF Industries Nitrogen United States $YAR.OL Yara International Nitrogen NPK Norway $ICL ICL Group Potash Phosphate NPK Israel $SDF.DE K+S AG Potash Germany $2020.SR SABIC Agri-Nutrients Nitrogen Saudi Arabia" [X Link](https://x.com/Kacper_PK_CH/status/1984784236491010065) 2025-11-02T00:46Z 7160 followers, 17.6K engagements "$SBSW volatility between 2019-2021. That would be your road if you invested $1000 dollars. Ultimate prize was 10X or 1000% but be honest who could stand that volatility with a full position " [X Link](https://x.com/Kacper_PK_CH/status/1984798122753626228) 2025-11-02T01:42Z 7185 followers, 6335 engagements "Agriculture Deep Dive Fertilizers - Part X 🧵 $NTR Nutrien Ltd Potash Nitrogen Phosphate Canada Full disclosure I'm a shareholder. It's a go-to name in the fertilizer sector; it has everything one could want. It's also where big funds move first when seeking exposure. They've bought back a lot of stock in the last X years; I assume they can do even more with right profit. Major production in Canada but also in the USA. Still the tariffs situation remains unclear. Earnings are in X days so we'll have more detailed information. It will require patience; technically it's not in an immediate" [X Link](https://x.com/Kacper_PK_CH/status/1985066603323515063) 2025-11-02T19:28Z 7177 followers, 3572 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](https://x.com/Kacper_PK_CH/status/1985082540051628181) 2025-11-02T20:32Z 7185 followers, 2909 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](https://x.com/Kacper_PK_CH/status/1985087958274248936) 2025-11-02T20:53Z 7186 followers, 2671 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](https://x.com/Kacper_PK_CH/status/1985371782077943815) 2025-11-03T15:41Z 7232 followers, 1564 engagements "Agriculture Deep Dive Fertilizers - Part XX 🧵 $PHOR.ME PhosAgro Phosphate Russia Not tradable for Western investors until the war ends. English communication is scarce since 2022. I remember Jim Rogers joined the board once it was a good idea at the time might have been profitable. Anyhow revenue is now almost exclusively domestic. Many expect war resolution to weaken fertilizer markets - and it likely would initially. But most miss that impact would be moderate once the true cycle begins" [X Link](https://x.com/Kacper_PK_CH/status/1985388714999054428) 2025-11-03T16:48Z 7185 followers, 1252 engagements "$NG - Natural Gas It's been +90% since Doomberg said natural gas was given for free in US" [X Link](https://x.com/Kacper_PK_CH/status/1985428255734690103) 2025-11-03T19:25Z 7234 followers, 10.8K 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](https://x.com/Kacper_PK_CH/status/1986427446963343576) 2025-11-06T13:36Z 7161 followers, 2193 engagements "Liquidity Forex Allocation - November X 2025 Slight changes now at: - XX% $USD Dollar (60% $BIL X% $TUA X% $UUP) - XX% $CHF Swiss Frank - XX% Gold (Options Strategy) Details in next post" [X Link](https://x.com/Kacper_PK_CH/status/1986904064303767566) 2025-11-07T21:10Z 7170 followers, 2427 engagements "Offshore Drilling Deep Dive - Part X 🧵 $RIG Transocean Ltd. / Another one I picked up after a sharp drop some time ago though you cant really see it on the chart now. Average entry at $XXXX for XXXX% of the long-term account (also posted here on X). Its a bit higher now and remains in an uptrend. Will it continue That depends on the cycle but also on company-specific factors. Its the leader in ultra-deepwater drilling with a highly capable fleet though debt remains heavy and recent share issuance shows the balance sheet repair is still in progress. Well stay with this one until the trend" [X Link](https://x.com/Kacper_PK_CH/status/1988020508445524245) 2025-11-10T23:06Z 7160 followers, 2485 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](https://x.com/Kacper_PK_CH/status/1988033348271268057) 2025-11-10T23:57Z 7164 followers, 55.4K engagements "@mandark915 That is interesting. I would imagine data centers don't need that much land haven't look into it. :) I know there are data center REITs like $DLR or $EQIX" [X Link](https://x.com/Kacper_PK_CH/status/1988193314223612103) 2025-11-11T10:33Z 7193 followers, XXX 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](https://x.com/Kacper_PK_CH/status/1988715003202118128) 2025-11-12T21:06Z 7186 followers, 2156 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](https://x.com/Kacper_PK_CH/status/1988718262662602929) 2025-11-12T21:19Z 7186 followers, 2961 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](https://x.com/Kacper_PK_CH/status/1988764867684192385) 2025-11-13T00:24Z 7162 followers, 13.9K 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 $IVN" [X Link](https://x.com/Kacper_PK_CH/status/1989012512604381429) 2025-11-13T16:48Z 7172 followers, 2010 engagements "$GLEN - Glencore long-term hold LTH We're at a quite important level around 3.66; it may be some time before we break it and we'll likely need a broader commodity rally. They have gold and copper which are doing great. Cobalt has also woken up. Nickel zinc and coal are still low; it'd be great to see them move as well. It's a really diversified producer. No changes for now; let's see how we trade in the next few weeks. The plan is still to sell at the end of this cycle but we need to watch if the trend changes. We want to keep those gains after all" [X Link](https://x.com/Kacper_PK_CH/status/1989426085310640474) 2025-11-14T20:11Z 7211 followers, 9876 engagements "🧵(6/13) Valterra Platinum $VALT Had to zoom out and move to the monthly chart. Note that it's in South African Rand ( $ZAR ) traded on the Johannesburg Stock Exchange. Levels will never be perfect especially when currencies change. That said it's at a quite important spot here looking as if it's setting up for the next move as long as PGMs stay strong. I think we'll have to wait for the earnings to see if it materializes" [X Link](https://x.com/Kacper_PK_CH/status/1989805963575177690) 2025-11-15T21:21Z 7170 followers, XXX 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](https://x.com/Kacper_PK_CH/status/1989806862691148258) 2025-11-15T21:24Z 7236 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 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](https://x.com/Kacper_PK_CH/status/1989807519829541331) 2025-11-15T21:27Z 7239 followers, XXX 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](https://x.com/Kacper_PK_CH/status/1989810808990425267) 2025-11-15T21:40Z 7202 followers, 1375 engagements "@SantiagoAuFund So many carry trades in $MXN - Mexican Peso now. Not something I wish for but I'll be watching" [X Link](https://x.com/Kacper_PK_CH/status/1989812266959560708) 2025-11-15T21:46Z 7171 followers, XXX engagements "$SLP - Sylvania Platinum No debt dividends buybacks and XX% of revenue from Rhodium . plan it to almost double production by end of 2028. I'm flying to Johannesburg in X weeks the mine few hours north" [X Link](https://x.com/Kacper_PK_CH/status/1989856127551492416) 2025-11-16T00:40Z 7167 followers, 14.7K engagements "@Alfons007svw I like the location $SPD Southern Palladium can be a takeover target for $VALT Valterra or $IMPUY Impala" [X Link](https://x.com/Kacper_PK_CH/status/1990032030760079607) 2025-11-16T12:19Z 7200 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](https://x.com/Kacper_PK_CH/status/1990064519729520646) 2025-11-16T14:28Z 7172 followers, 9468 engagements "For ambitious investors you can read Ivanhoes $IVN Platreef Integrated Development Plan. Warning its XXX pages" [X Link](https://x.com/Kacper_PK_CH/status/1990065307143073814) 2025-11-16T14:31Z 7172 followers, 2651 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](https://x.com/Kacper_PK_CH/status/1990082493504975040) 2025-11-16T15:40Z 7166 followers, 2727 engagements "Markets Update November XX 2025 part X 🧵 Earnings this week: Monday November XX Huazhu Limited $HTHT (NASDAQ) Consumer/Services Aramark $ARMK (NYSE) Consumer James Hardie $JHX (ASX) Materials XP $XP (NASDAQ) Financials Brady $BRC (NYSE) Industrials Big Yellow Group $BYG (LSE) Real Estate Hillenbrand $HI (NYSE) Industrials Solaria Energia Y $ SLR (BME) Utilities J&J Snack Foods $JJSF (NASDAQ) Consumer Compass Diversified Holdings $ CODI (NYSE) Financials Tuesday November XX Home Depot $HD (NYSE) Consumer PDD Holdings $PDD (NASDAQ) Consumer/Tech Trip. com $TCOM (NASDAQ)" [X Link](https://x.com/Kacper_PK_CH/status/1990084925878313305) 2025-11-16T15:49Z 7166 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](https://x.com/Kacper_PK_CH/status/1990197927369683024) 2025-11-16T23:18Z 7200 followers, 13.4K 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 $AFM Alphamin printing money at these levels but there are a few other interesting names worth a closer look as well" [X Link](https://x.com/Kacper_PK_CH/status/1990364155010846965) 2025-11-17T10:19Z 7181 followers, 17.8K engagements "$VIX - Volatility Index I received a lot of fair pushback for moving to cash in the trading account. But I understand it perfectly questions are always justified I rarely do it after all. The last time was in February. Over the past two weeks Ive focused on research and refreshed my knowledge of all the companies I want to own. With elevated volatility cash-secured puts are starting to make sense again. Short-term were oversold but stay cautious. Stay safe $VIX $SPY $QQQ $IWM" [X Link](https://x.com/Kacper_PK_CH/status/1990803043051282787) 2025-11-18T15:23Z 7189 followers, 1586 engagements "Forex Trade No. XX Long $AUD vs short $MXN at XXXXXXX half position. Still in No. XX - Short $GBP vs long $NZD at XXXXXX half position going well risk is CPI data from UK tomorrow. On all of these I have risk for loss at $2K absolute max rarely happens. But more often than not it's a win with average of $XXX per half position" [X Link](https://x.com/Kacper_PK_CH/status/1990869946075918807) 2025-11-18T19:49Z 7166 followers, 1150 engagements "$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](https://x.com/Kacper_PK_CH/status/1990882028490047572) 2025-11-18T20:37Z 7160 followers, 2002 engagements "$PYUSD - PayPal stablecoin casually added another $400M dollars last week or $700M in two weeks. $PYPL" [X Link](https://x.com/Kacper_PK_CH/status/1991077026862616748) 2025-11-19T09:32Z 7197 followers, 4332 engagements "Platreef is truly one of the best Platinum-Palladium-Nickel-Rhodium deposits in the world. 👇 $IVN" [X Link](https://x.com/Kacper_PK_CH/status/1991221806846386513) 2025-11-19T19:07Z 7172 followers, 1801 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 $XX just two months ago" [X Link](https://x.com/Kacper_PK_CH/status/1991239284871872886) 2025-11-19T20:16Z 7186 followers, 2552 engagements "$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](https://x.com/Kacper_PK_CH/status/1991522472852615380) 2025-11-20T15:02Z 7203 followers, 2054 engagements "Tin Deep Dive - Part XX 🧵 TinOne Resources $TORC (TSXV) Micro cap now below $2M CAD and it even completed a private placement recently. The market seems to think it is unsalvageable but we will see about that. It is a high-risk junior explorer yet at these levels it is essentially priced for zero. The company holds several tin projects in Tasmania including Great Pyramid and Aberfoyle. As always with explorers everything depends on resource growth future studies and securing funding when the time comes. Any meaningful discovery or upgrade could move the share price sharply because" [X Link](https://x.com/Kacper_PK_CH/status/1991586285312672248) 2025-11-20T19:15Z 7171 followers, XXX engagements "Tin Deep Dive - Part XX 🧵 Tincorp Metals $TIN (TSXV) Another micro-cap early-stage tin explorer focused on the Porvenir and SF Tin Projects in Bolivias prolific Oruro tin belt. As with all junior explorers the peril is real success depends on drilling permitting financing. At current levels the market is clearly discounting much of that optionality. One worth watching if youre comfortable with a high-risk high-leverage play in the tin cycle" [X Link](https://x.com/Kacper_PK_CH/status/1991587801029308813) 2025-11-20T19:21Z 7171 followers, XXX 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](https://x.com/Kacper_PK_CH/status/1991592680535785574) 2025-11-20T19:41Z 7236 followers, 1188 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](https://x.com/Kacper_PK_CH/status/1991629820758020242) 2025-11-20T22:08Z 7203 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](https://x.com/Kacper_PK_CH/status/1991849049805488131) 2025-11-21T12:39Z 7189 followers, 2391 engagements "Liquidity Forex Allocation - November XX 2025 Slight changes now at: - XX% $USD Dollar (60% $BIL X% $TUA X% $UUP) - XX% $CHF Swiss Frank - XX% Gold (Options Strategy) - X% to X% $EUR entered at XXXXXXX closed at XXXXXXX back to downtrend talking small X% position loss or XXXX% all liquidity loss (in dollar terms). Details in next post" [X Link](https://x.com/Kacper_PK_CH/status/1991980301334008094) 2025-11-21T21:21Z 7168 followers, 3121 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](https://x.com/Kacper_PK_CH/status/1992658106921414741) 2025-11-23T18:14Z 7171 followers, XXX 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](https://x.com/Kacper_PK_CH/status/1992660838424125517) 2025-11-23T18:25Z 7186 followers, 1724 engagements ""BHPs approach comes justless than three weeks before shareholders of Anglo and Teck are scheduled to vote on the $XX billion merger announced in September." $BHP $AAL $TECK" [X Link](https://x.com/Kacper_PK_CH/status/1992661457037885763) 2025-11-23T18:28Z 7185 followers, XXX 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](https://x.com/Kacper_PK_CH/status/1992949539997892886) 2025-11-24T13:32Z 7236 followers, 14.8K engagements "@Secrets4stocks @AmsterdamStocks @ObscurValuation @luke_skiba @LeoNelissen @leo_research1 @david_katunaric @Fin_Eng_Net @unfixed_income @SFarringtonBKC @Arregius @Valuehunte @taobanker @evfcfaddict @Cyclical_invest @cycle_strategy @d_schau @valuehurts @LOWO64 @Tonyforever2003 @lasse108 @DecentralizedDr @seethetrees1 @lavenderroute @deyhatemetoo @Jhadj_theos @ProvenReserves @LatamStocks @BestOnlineName1 @BR_Kelleran @ChedelFund @ShippingJoe @DanOHerrin @InvestInOnG @G_A_Wilson @Apparatchik_1 @tottaway22 I honestly don't even follow the price. I collect dividends and deploy on weakness. $PBR" [X Link](https://x.com/Kacper_PK_CH/status/1993000110968480094) 2025-11-24T16:53Z 7174 followers, XXX engagements "Sweden's Mining Inspectorate has granted Aura Energy an exploration permit for a new 1000-hectare tenement adjacent to Aura's existing Hggn tenement. $AEE -article below" [X Link](https://x.com/Kacper_PK_CH/status/1993394981474865167) 2025-11-25T19:02Z 7194 followers, XXX 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 $ABAN Aban Offshore" [X Link](https://x.com/Kacper_PK_CH/status/1993402925323108474) 2025-11-25T19:34Z 7161 followers, XXX engagements "$PYUSD - PayPal stablecoin up another $200M dollars in the last week. $PYPL" [X Link](https://x.com/Kacper_PK_CH/status/1993707799151513925) 2025-11-26T15:45Z 7197 followers, 10.2K engagements "$SBSW long trade Again here at $XXXXX gotta remind myself to keep things simple. 😉 Let's see how we react here I think we'll need Platinum and Palladium to move towards previous highs for the next leg in Sibanye but we'll see. Had 2/3 - core position. Small trim here to 1/2 now. Even though I didn't play that +25% move I got to stick to my rules trimming at major levels" [X Link](https://x.com/Kacper_PK_CH/status/1993757950134059351) 2025-11-26T19:05Z 7161 followers, 4815 engagements "Agriculture Deep Dive 👇 Now Updated With: Gladstone Land $LAND (NASDAQ) Farmland Partners $FPI (NYSE) Rural Funds Group $RFF.AX (ASX) Rayonier $RYN (NYSE)" [X Link](https://x.com/Kacper_PK_CH/status/1993765962084986929) 2025-11-26T19:37Z 7159 followers, 2047 engagements "$RIG - Transocean Ltd. long-term hold (LTH) Entered at $XXXX a bit late but bought the September panic sell-off. It's a complicated story which is likely why it attracted so many shorts. I think they're about to have a religious experience" [X Link](https://x.com/Kacper_PK_CH/status/1993980302738210816) 2025-11-27T09:48Z 7177 followers, 5635 engagements "Uranium Inherently volatile setting up for another move with SPUT $U.UN / $U.U trading at a premium. We're at $XX long-term price right now one month left until my target of $XXX repricing. I prefer physical myself plus a few selected stocks below but we'll see t's now quite tied to the AI trade. $U.UN $U.U $URNM $URNJ $URA $CCJ $NXE $MGA $LOT $AEE $BOE $PDN" [X Link](https://x.com/Kacper_PK_CH/status/1994008026240450618) 2025-11-27T11:38Z 7177 followers, 1501 engagements "Long-term Uranium price via Cameco" [X Link](https://x.com/Kacper_PK_CH/status/1994008541238005904) 2025-11-27T11:40Z 7177 followers, XXX engagements "Forex Trade No. XX & XX Opened Short $NZD vs long $CAD at XXXXXX half position. Still in No.28 Short $GBP vs long $JPY at XXXXXX half position. In the green" [X Link](https://x.com/Kacper_PK_CH/status/1994012718064353401) 2025-11-27T11:57Z 7168 followers, 2165 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](https://x.com/Kacper_PK_CH/status/1994057030307357074) 2025-11-27T14:53Z 7202 followers, 1116 engagements "Surinames Long-Awaited Oil Boom Finally Takes Shape TotalEnergies and APA approved a $10.5B development plan for the GranMorgu project in Block XX targeting 220000 bpd starting in 2028. $TTE" [X Link](https://x.com/Kacper_PK_CH/status/1994339952763515042) 2025-11-28T09:37Z 7161 followers, XXX 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](https://x.com/Kacper_PK_CH/status/1994534595551981742) 2025-11-28T22:31Z 7188 followers, 3497 engagements "@GreenOriginInv Australian or Canadian listed $MMA and $PEX 🙂" [X Link](https://x.com/Kacper_PK_CH/status/1994711083148345683) 2025-11-29T10:12Z 7185 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](https://x.com/Kacper_PK_CH/status/1994848848296960069) 2025-11-29T19:20Z 7236 followers, 3468 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](https://x.com/Kacper_PK_CH/status/1994851903638049104) 2025-11-29T19:32Z 7236 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](https://x.com/Kacper_PK_CH/status/1994858491429765602) 2025-11-29T19:58Z 7236 followers, XXX 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](https://x.com/Kacper_PK_CH/status/1994859573027471591) 2025-11-29T20:02Z 7169 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](https://x.com/Kacper_PK_CH/status/1994861610075140590) 2025-11-29T20:10Z 7214 followers, 1052 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](https://x.com/Kacper_PK_CH/status/1994862337434817015) 2025-11-29T20:13Z 7203 followers, 1093 engagements "Hiking time. Jura mountains" [X Link](https://x.com/Kacper_PK_CH/status/1995100743146041500) 2025-11-30T12:00Z 7170 followers, XXX 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](https://x.com/Kacper_PK_CH/status/1995170129919795417) 2025-11-30T16:36Z 7239 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](https://x.com/Kacper_PK_CH/status/1995170614152147028) 2025-11-30T16:38Z 7239 followers, 3010 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](https://x.com/Kacper_PK_CH/status/1995174109592932744) 2025-11-30T16:52Z 7194 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](https://x.com/Kacper_PK_CH/status/1995220919791607959) 2025-11-30T19:58Z 7189 followers, 16.3K engagements "Forex Trade No. XX & XX Now added another one so X trades active: No. XX - Short $EUR vs long $CAD at XXXXXXX half position No. XX - Short $GBP vs long $JPY at XXXXXXX half position" [X Link](https://x.com/Kacper_PK_CH/status/1995278174327083143) 2025-11-30T23:46Z 7203 followers, 2783 engagements "$EUR CPI today +2.2% YoY. Unemployment slightly up to 6.4%" [X Link](https://x.com/Kacper_PK_CH/status/1995800669039513987) 2025-12-02T10:22Z 7156 followers, XXX 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." $IVN" [X Link](https://x.com/Kacper_PK_CH/status/1995810044147855683) 2025-12-02T10:59Z 7154 followers, XXX engagements "@marketsgonewild It's certainly a collection of Tier X assets Now also in Platinum Palladium via Platreef mine" [X Link](https://x.com/Kacper_PK_CH/status/1995847758973206910) 2025-12-02T13:29Z 7177 followers, XX engagements "$MLP.V Millennial Potash Corp Potash Gabon From deep dive: If execution stays on track the valuation gap could be substantial I'm very interested. Looks like we're getting there. 👍" [X Link](https://x.com/Kacper_PK_CH/status/1995918113980727466) 2025-12-02T18:08Z 7192 followers, 6758 engagements "@trend_bullish It's possible. How do you express it in Market Cap - I like it more with developers. My AI assistant puts $MLP at $1.2B $CAD if all goes right" [X Link](https://x.com/Kacper_PK_CH/status/1995920043469648028) 2025-12-02T18:16Z 7203 followers, XXX engagements "Copper - Breakout Confirmed 👍 Pick your next target I guess. My basket below. $COPX $FCX $TECK $IVN $BHP $GLEN $FDY $CGNT" [X Link](https://x.com/Kacper_PK_CH/status/1996234299100500243) 2025-12-03T15:05Z 7213 followers, 12.1K engagements "$AA - Alcoa Corporation And breakout here as well first target at $47.00" [X Link](https://x.com/Kacper_PK_CH/status/1996235777596956959) 2025-12-03T15:11Z 7193 followers, 1803 engagements "$RIG - Transoceanic Ltd. long-term hold LTH Shorts may have just given up here" [X Link](https://x.com/Kacper_PK_CH/status/1996262090521166178) 2025-12-03T16:55Z 7217 followers, 2088 engagements "@the_godfather98 Oh yes too early to say for sure. We had quite high prices last time. For $GLEN coal and cobalt are still very low. But copper and gold part of the business may do much better than last time" [X Link](https://x.com/Kacper_PK_CH/status/1996325344446648555) 2025-12-03T21:07Z 7157 followers, XXX engagements "@marketsgonewild That is a great idea Yes I might. $COAL ETF is good quite small though one has to look when it's trading at a premium. It can be further quite local with a lot of regulations. One could spend a lifetime studying it" [X Link](https://x.com/Kacper_PK_CH/status/1996564160683905325) 2025-12-04T12:56Z 7160 followers, XXX engagements "$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](https://x.com/Kacper_PK_CH/status/1996570918408040699) 2025-12-04T13:22Z 7211 followers, 5817 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](https://x.com/Kacper_PK_CH/status/1996575946116084146) 2025-12-04T13:42Z 7195 followers, 5613 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](https://x.com/Kacper_PK_CH/status/1996606204164874638) 2025-12-04T15:43Z 7202 followers, 2192 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](https://x.com/Kacper_PK_CH/status/1996684511028170951) 2025-12-04T20:54Z 7239 followers, 1628 engagements ""Argentinas Shale Boom Is Offsetting Falling Conventional Production" $YPF $CVX $SHEL $TOT $PBR $VIST $GPRK" [X Link](https://x.com/Kacper_PK_CH/status/1996684701273411641) 2025-12-04T20:55Z 7192 followers, XXX engagements "Fed decision coming on Wednesday the 10th. Rate cut is almost certain now with XXXX% probability. Interestingly only two more cuts for all of 2026 are priced in right now at XXXX% so this hasn't moved much in recent months. I think we get one and done then wait and see. $SPX $SPY $IWM $USD $EUR $GBP" [X Link](https://x.com/Kacper_PK_CH/status/1996862029026492892) 2025-12-05T08:39Z 7186 followers, 2405 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](https://x.com/Kacper_PK_CH/status/1996926018762797319) 2025-12-05T12:53Z 7203 followers, 1345 engagements "Forex Trade No. XX - Could have waited a bit longer good data from Canada unemployment drops to 6.5%. $CAD Had bad entry on this one making notes to improve in the future" [X Link](https://x.com/Kacper_PK_CH/status/1996936513171673426) 2025-12-05T13:35Z 7202 followers, 1924 engagements "Silver Long Trade Strong volume lets see if we hit that $XX target. Watching the Fed meeting on Wednesday. A somewhat hawkish one and done could pause or stop the rally but the move is quite strong. Time will tell. $SLV $PSLV $SIL $SILJ $PAAS $AGAG" [X Link](https://x.com/Kacper_PK_CH/status/1997004391321067752) 2025-12-05T18:05Z 7174 followers, 2000 engagements "Beautiful now everyone is confused. 🙂 $SPX $SPY" [X Link](https://x.com/Kacper_PK_CH/status/1997049223989301688) 2025-12-05T21:03Z 7186 followers, XXX engagements "That was fast. 😉 $CAD - Canadian Dollar" [X Link](https://x.com/Kacper_PK_CH/status/1997060204999962631) 2025-12-05T21:47Z 7202 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](https://x.com/Kacper_PK_CH/status/1997065974223130920) 2025-12-05T22:10Z 7213 followers, 3142 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](https://x.com/Kacper_PK_CH/status/1997086130856927595) 2025-12-05T23:30Z 7214 followers, 1515 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](https://x.com/Kacper_PK_CH/status/1997950863801741595) 2025-12-08T08:46Z 7214 followers, 1176 engagements "US dollar - $USD continued Now to the direction on $DXY. It tends to go up when they refill the government TGA account and we're close to max balance right now. I absolutely expect them to empty it all before midterm elections whatever it takes. It has a high chance to weaken the dollar and prop up general markets commodities and risk assets. On top of that we'll get a new Fed dovish chair. That's it that's the narrative. The only question is if it's already priced in. We'll see very soon. On the opposite side a lot of refinancing is happening right now even more in 2026. Plus if they lose" [X Link](https://x.com/Kacper_PK_CH/status/1997953641844539542) 2025-12-08T08:57Z 7214 followers, XXX engagements "@ICT_Whiz Right now what I'm seeing being priced in is new Fed chair easing aggressive cuts large fiscal . and I'd expect dollar way way lower on this narrative. It may happen but when it does it also may be already in the forex" [X Link](https://x.com/Kacper_PK_CH/status/1998033795191357469) 2025-12-08T14:15Z 7214 followers, XX engagements "@biancoresearch Affordability and inflation are serious problems. But I don't think President Trump will have a problem making a 180-degree turn on the "scam/hoax" narrative. It just wont be about the Fed anymore; itll be about corporate greed and urgent need to introduce price controls" [X Link](https://x.com/Kacper_PK_CH/status/1998042943622643739) 2025-12-08T14:52Z 7195 followers, XXX engagements "@Noalgos As I understand they mature so to keep the balance sheet stable they have to buy new ones. Markets think it's QE and run with that. 🙂" [X Link](https://x.com/Kacper_PK_CH/status/1998080193072972111) 2025-12-08T17:20Z 7200 followers, XX engagements "$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](https://x.com/Kacper_PK_CH/status/1942241701340250578) 2025-07-07T15:18Z 7228 followers, 15.4K 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. $CALM much better. Food sector is cheap imo" [X Link](https://x.com/Kacper_PK_CH/status/1972219609865666901) 2025-09-28T08:39Z 7228 followers, 1232 engagements "$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](https://x.com/Kacper_PK_CH/status/1978180733798646074) 2025-10-14T19:26Z 7240 followers, 2253 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](https://x.com/Kacper_PK_CH/status/1982490596460867666) 2025-10-26T16:52Z 7228 followers, 45.2K engagements "What's also interesting is that SPUT is now trading at a premium all day with potentially over X million new shares issued. That's a lot of money; more uranium will be removed from the market thus further limiting supply for utilities. $U.UN $URA $URNM $URNJ $CCJ $NXE $MGA $LOT" [X Link](https://x.com/Kacper_PK_CH/status/1983248186907996566) 2025-10-28T19:03Z 7214 followers, 4217 engagements "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](https://x.com/Kacper_PK_CH/status/1985024412890853657) 2025-11-02T16:41Z 7214 followers, 4435 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](https://x.com/Kacper_PK_CH/status/1985385962180858260) 2025-11-03T16:37Z 7240 followers, 2021 engagements "Uranium Equities They have been nothing short of spectacularly volatile lately. Even more than usual and that says a lot. The long term uranium price keeps climbing but spot remains erratic. We have seen a few XX% swings both ways in the main ETF $URA. Some companies look quite cheap while others have clearly moved far ahead of fundamentals. The bull case remains strong and it will play out over years not months. Selection is key at this stage. I have reduced trading activity and focus on managing positions I still find attractive. $URA $URNM $URNJ $CCJ $NXE $U.U $U.UN" [X Link](https://x.com/Kacper_PK_CH/status/1986197889849434442) 2025-11-05T22:24Z 7214 followers, 3326 engagements "$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](https://x.com/Kacper_PK_CH/status/1993975536742433253) 2025-11-27T09:29Z 7215 followers, 2214 engagements "$USD went right back to XXX on $DXY and was overbought pulled back since then. Theyve started running down the TGA account and choosing extra dovish new Fed Chair it seems that seems to calm the markets and postponing short-term liquidity problems. Longer term we have refinancing issues that are hitting now and will intensify in 2026. No $UUP (dollar bullish ETF) for me then we're likely in sideways phase. As to $TUA (bet on lower 2-year) we'll have to see yields break down first so now at 0%. Two-year yields started to break down but stopped at 3.5%. $CHF reclaimed sideways move here keeping" [X Link](https://x.com/Kacper_PK_CH/status/1994465623267565809) 2025-11-28T17:57Z 7215 followers, XXX engagements "$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 $PRIO3 Petrobras Nubank Vale Embraer Gerdau Prio" [X Link](https://x.com/Kacper_PK_CH/status/1995977652906217850) 2025-12-02T22:05Z 7236 followers, 7689 engagements "$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 $CAD started to move very good push from commodities. I'm interested but both are" [X Link](https://x.com/Kacper_PK_CH/status/1997059402248114644) 2025-12-05T21:43Z 7217 followers, XXX engagements "$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](https://x.com/Kacper_PK_CH/status/1997957007035294030) 2025-12-08T09:10Z 7240 followers, 2108 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](https://x.com/Kacper_PK_CH/status/1977792400174010833) 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](https://x.com/Kacper_PK_CH/status/1979930027543208273) 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](https://x.com/Kacper_PK_CH/status/1979971573701648542) 2025-10-19T18:03Z 7236 followers, 2063 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](https://x.com/Kacper_PK_CH/status/1985373399464419568) 2025-11-03T15:47Z 7232 followers, 1437 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](https://x.com/Kacper_PK_CH/status/1985376794728395185) 2025-11-03T16:01Z 7236 followers, 1308 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](https://x.com/Kacper_PK_CH/status/1994463468133429377) 2025-11-28T17:48Z 7221 followers, 2524 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](https://x.com/Kacper_PK_CH/status/1994856503485108321) 2025-11-29T19:50Z 7228 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](https://x.com/Kacper_PK_CH/status/1994857960728572125) 2025-11-29T19:56Z 7235 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](https://x.com/Kacper_PK_CH/status/1994860658748527081) 2025-11-29T20:06Z 7235 followers, XXX 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](https://x.com/Kacper_PK_CH/status/1994862960926495000) 2025-11-29T20:16Z 7227 followers, 1065 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](https://x.com/Kacper_PK_CH/status/1995171628724994542) 2025-11-30T16:42Z 7236 followers, 16.6K 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](https://x.com/Kacper_PK_CH/status/1995207477273481701) 2025-11-30T19:05Z 7222 followers, 1113 engagements "@JSmith8286 These are the ones I own. Plus others like $IPCO $PXT $GPRK" [X Link](https://x.com/Kacper_PK_CH/status/1995511574950527287) 2025-12-01T15:13Z 7222 followers, XXX engagements "$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](https://x.com/Kacper_PK_CH/status/1996962245993996498) 2025-12-05T15:17Z 7241 followers, 3598 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](https://x.com/Kacper_PK_CH/status/1998079865598132621) 2025-12-08T17:18Z 7240 followers, 1262 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](https://x.com/Kacper_PK_CH/status/1998276236385411110) 2025-12-09T06:19Z 7240 followers, 1070 engagements "Well we almost never have it that low going into Fed rate decision. Will be interesting" [X Link](https://x.com/Kacper_PK_CH/status/1998319226549928068) 2025-12-09T09:10Z 7240 followers, 1340 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 $GBP reached the supply level. I was" [X Link](https://x.com/Kacper_PK_CH/status/1998391576091853166) 2025-12-09T13:57Z 7240 followers, 1310 engagements "$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](https://x.com/Kacper_PK_CH/status/1998421505584304327) 2025-12-09T15:56Z 7239 followers, XXX engagements "Lots of surfers during the day. 🦈" [X Link](https://x.com/Kacper_PK_CH/status/1998452342555865149) 2025-12-09T17:59Z 7240 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](https://x.com/Kacper_PK_CH/status/1998457211245224338) 2025-12-09T18:18Z 7241 followers, 1409 engagements
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@Kacper_PK_CH Kacper Piotr Kaminski
Kacper Piotr Kaminski posts on X about forex, $cad, $ivn, $usd the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XXXX%
- X Months XXXXXXXXX +395%
- X Year XXXXXXXXX +348%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXX +5.50%
- X Months XXXXX +141%
- X Year XXXXX +90%
Followers: XXXXX #
- X Week XXXXX +4.60%
- X Month XXXXX +16%
- X Months XXXXX +172%
- X Year XXXXX +290%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% cryptocurrencies #6219 countries XXXXX% currencies #1938 stocks XXXXX% exchanges XXXX% technology brands XXXX% travel destinations XXXX% automotive brands XXXX%
Social topic influence forex #252, $cad #1, $ivn #1, $usd #20, $gbp #1, longterm #154, level 4.07%, target #1071, $eur #1, strong #2171
Top accounts mentioned or mentioned by @marketsgonewild @secrets4stocks @thestocksking @tonyforever2003 @noalgos @alihobbalah @manishsahu1008 @lowo64 @thegodfather98 @cyclestrategy @deruyter1667 @jsmith8286 @dcb30a @bobbyb75 @bjornschenk @slocan68 @chrisxfra @marcbregevin @mandark915 @alfons007svw
Top assets mentioned Caduceus Protocol (CAD) Investin (IVN) Transocean LTD. (RIG) Validity (VAL) BHP Group Limited (BHP) Teck Resources Limited (TECK) SPINDLE (SPD) PolkaBridge (PBR) Cobinhood (COB) Pulsechain (PLS) NovaGold Resources Inc. (NG) Pixer Eternity (PXT) American Realty Investors, Inc. (ARL) EQIFi (EQX) Freeport-McMoRan Inc (FCX) Nutrien Ltd. Common Shares (NTR) PAN American Silver Corp (PAAS) Landshare (LAND) Smooth Love Potion (SLP) Noble Corporation (NE) Seadrill Limited (SDRL)
Top Social Posts
Top posts by engagements in the last XX hours
"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
"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 7230 followers, 2650 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
"Forex Trade No. XX That's the move I was looking for in short $EUR vs long $CAD. Lesson learned"
X Link 2025-12-05T17:53Z 7240 followers, 2647 engagements
"$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 7235 followers, 2834 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 7240 followers, 1680 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 7236 followers, 21.4K 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% $CHF - XX% Gold (Options Strategy)"
X Link 2025-12-05T21:32Z 7225 followers, 1298 engagements
"$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 7237 followers, XXX engagements
"If anyone wondered where the dollar and easing sentiment is right now. 👇"
X Link 2025-12-08T13:28Z 7237 followers, 1513 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 7240 followers, XXX 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 7231 followers, 2901 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 $BHP - BHP Group more every time I dig into the company. Olympic Dam is truly one exceptional project in world history. table via"
X Link 2025-11-19T18:48Z 7240 followers, 3944 engagements
"$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 $RIG"
X Link 2025-11-25T19:29Z 7217 followers, 8356 engagements
"$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 7226 followers, 1777 engagements
"@dcb30a $SPD Then I really need to do more research on this one"
X Link 2025-11-29T21:48Z 7217 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 🧵 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 7240 followers, 13.1K engagements
"Coffee - $KC short Down again here. I prefer trading the continuous / front-month contract but there are many ways to do it. I personally use the forward curve to pick exits. But remember risk is dynamic and changes with both price and underlying fundamentals"
X Link 2025-12-01T15:01Z 7239 followers, 2253 engagements
"$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 $XXXX CAD"
X Link 2025-12-01T19:20Z 7226 followers, 2601 engagements
"$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 7225 followers, 2489 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 7240 followers, 14.2K 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 7232 followers, 1001 engagements
"Natural Gas - $NG We're slowly getting past COT data. Imagine how unsurprised I was to see managed money increasing their shorts right at the local bottom. 😉"
X Link 2025-12-05T23:42Z 7236 followers, 1119 engagements
"$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 7239 followers, XXX 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 7241 followers, 2378 engagements
"Natural gas $NG - First Correction Designated the "widow maker" in trading. But I personally like it a lot especially on the upside. It's certainly volatile so position sizing is everything. For those interested in long-term investment equities are far better imo"
X Link 2025-12-09T14:18Z 7240 followers, XXX engagements
"$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 7240 followers, XX engagements
"Indian Ocean Jeffreys Bay South Africa"
X Link 2025-12-09T17:57Z 7240 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 7236 followers, 8652 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 7229 followers, 4448 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 7161 followers, 3427 engagements
"@BjornSchenk True I took initial position there $IVN. Small as I want to deploy more if we get lower prices"
X Link 2025-07-18T16:37Z 7176 followers, XXX engagements
"$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 7176 followers, XXX engagements
"New LTH - Long Term Hold $RGLD - Royal Gold We've seen sharp selling after entering into agreement to acquire Sandstorm Gold $SAND and Horizon Copper $HCU. A lot more to talk about not enough space here. I like it a lot very top royalties and streams after merger"
X Link 2025-08-04T21:37Z 7189 followers, 4901 engagements
"Nice try $CVNA - back to green on this short"
X Link 2025-08-11T15:53Z 7192 followers, XXX engagements
"$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 7188 followers, 6501 engagements
"Find me currency that trends more than Mexican Peso $MXN I dare you. 😄"
X Link 2025-09-24T17:36Z 7182 followers, XXX engagements
"$IVN - Ivanhoe Mines' Platreef deposit is likely the best platinum and palladium deposit I've ever seen. 👇"
X Link 2025-09-29T10:04Z 7160 followers, 1815 engagements
"(11/12) Eastern Platinum $ELR Another one skewed by share count this time trading in Canada. As with $PLG the setup here needs more fundamental digging than pure chart work"
X Link 2025-09-30T14:58Z 7203 followers, XXX engagements
"Markets Update October X 2025 part X 🧵 FOREX SHORT-TERM TREND CHANGES LAST WEEK: CHF/USD SWISS FRANC: Uptrend 🟩 ➝ Sideways 🟨 JPY/USD JAPANESE YEN: Downtrend 🟥 ➝ Sideways 🟨 BTC/USD BITCOIN: Sideways 🟨 ➝ Uptrend 🟩 NOK/USD NORWEGIAN KRONE: Uptrend 🟩 ➝ Sideways 🟨 RUB/USD RUSSIAN RUBLE: Downtrend 🟥 ➝ Sideways 🟨 SEK/USD SWEDISH KRONA: Uptrend 🟩 ➝ Sideways 🟨 SGD/USD SINGAPORE DOLLAR: Downtrend 🟥 ➝ Sideways 🟨 COT POSITIONING CHANGES LAST WEEK: CHF/USD SWISS FRANC: Positive 🟩 ➝ Neutral 🟨 JPY/USD JAPANESE YEN: Negative 🟥 ➝ Neutral 🟨 $USD $DXY $EUR $GBP $CHF $JPY $CAD $MXN $BRL $AUD"
X Link 2025-10-05T18:39Z 7192 followers, 3562 engagements
"In case you missed it - these are the Australian critical minerals companies Trumps team met with as part of the push to end Chinas monopoly: $IG6 International Graphite Ltd (not listed) RZ Resources Ltd $COB Cobalt Blue Holdings Ltd $ARU Arafura Rare Earths Ltd $PLS Pilbara Minerals Ltd $ARL Ardea Resources Ltd $NTU Northern Minerals Ltd $E25 Element XX Ltd Details below 👇"
X Link 2025-10-13T11:19Z 7203 followers, 3115 engagements
"Australian critical minerals names - performance check since the first post just one week ago. 👇 Companies that Trumps team met with all part of the push to shut down Chinas monopoly. $ARU Arafura Rare Earths +61.36% $COB Cobalt Blue Holdings +57.89% $IG6 International Graphite +42.86% $NTU Northern Minerals +19.05% $PLS Pilbara Minerals +1.17% $ARL Ardea Resources XXXX% $E25 Element XX 1.52%"
X Link 2025-10-13T11:23Z 7203 followers, 9316 engagements
"$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 7184 followers, 1806 engagements
"$GG - Golconda Gold Corp. Broke out and settled over $XXXX $CAD - 2020 high. Entirely different company now but still a speculation for me so will be trimming but not too fast there's no resistance now. Sent around the buy alert to good friends around $XXXXX $CAD. 👍"
X Link 2025-10-16T14:19Z 7200 followers, 1270 engagements
"$TK - Tinka Resources long speculative trade They just did X to X share consolidation so my converted average is $XXXXX $CAD. Would accumulate more if given some panic as I have a small position it's a speculation after all. One of very few tier X deposits in the world. Zinc silver and tin"
X Link 2025-10-16T19:08Z 7170 followers, 4397 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 7204 followers, 7726 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% - $ARL Ardea Resources: -0.79%"
X Link 2025-10-20T14:37Z 7203 followers, 12K engagements
"$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 $CAD I've been waiting to add back on a serious correction ever since. That correction never came. Ill say it again: you can simply stick with the Lundin names and outperform XX% of the funds in this commodity game"
X Link 2025-10-20T19:36Z 7239 followers, 7044 engagements
"$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 7161 followers, 4122 engagements
"🧵(9/13) African Rainbow Minerals $ARI Staying in South Africa stock market. Last time we were talking about $20K resistance level $ZAR and so far it has proven strong. We''ll need to clear that level for continuation. Do that and the way opens toward $24K"
X Link 2025-10-25T18:37Z 7171 followers, XXX engagements
"Australian critical minerals companies - update: Solid correction after first speculative wave which ones will continue if the second one arrives. Performance since first post: $COB Cobalt Blue Holdings +121.52% $ARU Arafura Rare Earths +93.02% $NTU Northern Minerals +53.66% $NVA Nova Minerals +44.54% $IG6 International Graphite +33.33% $PLS Pilbara Minerals +27.17% $E25 Element XX +21.88% $LYC Lynas Rare Earths +4.21% $ARL Ardea Resources +0.81%"
X Link 2025-10-25T19:42Z 7203 followers, 4703 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 7185 followers, 16.5K engagements
"Markets Update October XX 2025 part X 🧵 FOREX SHORT-TERM TREND CHANGES LAST WEEK: EUR/USD EURO: Sideways 🟨 ➝ Downtrend 🟥 RUB/USD RUSSIAN RUBLE: Sideways 🟨 ➝ Uptrend 🟩 NOK/USD NORWEGIAN KRONE: Downtrend 🟥 ➝ Sideways 🟨 COT POSITIONING CHANGES LAST WEEK: None Medium-Term Trend:trailing X months Short-Term Trend:trailing X weeks $USD $DXY $EUR $GBP $CHF $JPY $CAD $MXN $BRL $AUD $NZD $ZAR $AU $BTC $ETH $CNH $INR $SGD $KRW $RUB $PLN $NOK $SEK Highlight for the week shown below. 👇"
X Link 2025-10-26T16:24Z 7192 followers, 4223 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 7194 followers, 1765 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 7194 followers, 1696 engagements
"Copper Suddenly $X dollars per lbs or $18K per ton don't seem so ridiculous. I got a lot of laughter one year ago. On the verge of breakout here. Supply issues are real. The only thing I'm worried about is automatic cascade deflationary shock but I'm also ready for it. We can't control the markets. What we can do is control our reactions. $HG $COPX $TECK $FCX $IVN"
X Link 2025-10-27T00:08Z 7180 followers, 30.9K engagements
"$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 7161 followers, 4316 engagements
"Coffee $KC Whatever the final outcome the high tariffs on Brazil are not popular in the Senate. Good news for coffee lovers and those who caught the trade Ive been highlighting for a few weeks now. I didnt unfortunately"
X Link 2025-10-29T06:50Z 7185 followers, 2102 engagements
"Copper And we have a breakout. Supply issues are here. Pair that with almost every major government in debt expansion mode and ongoing global electrification. Like I said suddenly $X per lb or $18K per ton doesn't seem so ridiculous. I got a lot of laughter one year ago. Can we power through in case we get a slowdown in the western economies We'll see very soon in 2026. $HG $COPX $TECK $FCX $IVN"
X Link 2025-10-29T17:43Z 7174 followers, 11.9K engagements
"$GLEN - Glencore long-term hold LTH Up over +5% today after quarterly production report another high for this cycle. Copper output reduced but yearly forecast roughly in line. Of course they have gold nickel cobalt zinc coal - really diversified producer. No changes will sell at the end of this cycle when trends are changing"
X Link 2025-10-29T19:51Z 7162 followers, 10.4K 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 7176 followers, 2217 engagements
"As promised I'm preparing first series of posts where we go into detail about agricultural companies. Will publish tomorrow. First on deck - fertilizer producers the backbone of global food security 🌾 Producers $NTR Nutrien Ltd Potash Nitrogen Phosphate Canada $SQM Sociedad Qumica y Minera de Chile Potash Phosphate Chile $MOS The Mosaic Company Phosphate Potash United States $CF CF Industries Nitrogen United States $YAR.OL Yara International Nitrogen NPK Norway $ICL ICL Group Potash Phosphate NPK Israel $SDF.DE K+S AG Potash Germany $2020.SR SABIC Agri-Nutrients Nitrogen Saudi Arabia"
X Link 2025-11-02T00:46Z 7160 followers, 17.6K engagements
"$SBSW volatility between 2019-2021. That would be your road if you invested $1000 dollars. Ultimate prize was 10X or 1000% but be honest who could stand that volatility with a full position "
X Link 2025-11-02T01:42Z 7185 followers, 6335 engagements
"Agriculture Deep Dive Fertilizers - Part X 🧵 $NTR Nutrien Ltd Potash Nitrogen Phosphate Canada Full disclosure I'm a shareholder. It's a go-to name in the fertilizer sector; it has everything one could want. It's also where big funds move first when seeking exposure. They've bought back a lot of stock in the last X years; I assume they can do even more with right profit. Major production in Canada but also in the USA. Still the tariffs situation remains unclear. Earnings are in X days so we'll have more detailed information. It will require patience; technically it's not in an immediate"
X Link 2025-11-02T19:28Z 7177 followers, 3572 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 7185 followers, 2909 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 7186 followers, 2671 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 7232 followers, 1564 engagements
"Agriculture Deep Dive Fertilizers - Part XX 🧵 $PHOR.ME PhosAgro Phosphate Russia Not tradable for Western investors until the war ends. English communication is scarce since 2022. I remember Jim Rogers joined the board once it was a good idea at the time might have been profitable. Anyhow revenue is now almost exclusively domestic. Many expect war resolution to weaken fertilizer markets - and it likely would initially. But most miss that impact would be moderate once the true cycle begins"
X Link 2025-11-03T16:48Z 7185 followers, 1252 engagements
"$NG - Natural Gas It's been +90% since Doomberg said natural gas was given for free in US"
X Link 2025-11-03T19:25Z 7234 followers, 10.8K 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 7161 followers, 2193 engagements
"Liquidity Forex Allocation - November X 2025 Slight changes now at: - XX% $USD Dollar (60% $BIL X% $TUA X% $UUP) - XX% $CHF Swiss Frank - XX% Gold (Options Strategy) Details in next post"
X Link 2025-11-07T21:10Z 7170 followers, 2427 engagements
"Offshore Drilling Deep Dive - Part X 🧵 $RIG Transocean Ltd. / Another one I picked up after a sharp drop some time ago though you cant really see it on the chart now. Average entry at $XXXX for XXXX% of the long-term account (also posted here on X). Its a bit higher now and remains in an uptrend. Will it continue That depends on the cycle but also on company-specific factors. Its the leader in ultra-deepwater drilling with a highly capable fleet though debt remains heavy and recent share issuance shows the balance sheet repair is still in progress. Well stay with this one until the trend"
X Link 2025-11-10T23:06Z 7160 followers, 2485 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 7164 followers, 55.4K engagements
"@mandark915 That is interesting. I would imagine data centers don't need that much land haven't look into it. :) I know there are data center REITs like $DLR or $EQIX"
X Link 2025-11-11T10:33Z 7193 followers, XXX 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 7186 followers, 2156 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 7186 followers, 2961 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 7162 followers, 13.9K 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 $IVN"
X Link 2025-11-13T16:48Z 7172 followers, 2010 engagements
"$GLEN - Glencore long-term hold LTH We're at a quite important level around 3.66; it may be some time before we break it and we'll likely need a broader commodity rally. They have gold and copper which are doing great. Cobalt has also woken up. Nickel zinc and coal are still low; it'd be great to see them move as well. It's a really diversified producer. No changes for now; let's see how we trade in the next few weeks. The plan is still to sell at the end of this cycle but we need to watch if the trend changes. We want to keep those gains after all"
X Link 2025-11-14T20:11Z 7211 followers, 9876 engagements
"🧵(6/13) Valterra Platinum $VALT Had to zoom out and move to the monthly chart. Note that it's in South African Rand ( $ZAR ) traded on the Johannesburg Stock Exchange. Levels will never be perfect especially when currencies change. That said it's at a quite important spot here looking as if it's setting up for the next move as long as PGMs stay strong. I think we'll have to wait for the earnings to see if it materializes"
X Link 2025-11-15T21:21Z 7170 followers, XXX 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 7236 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 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
"🧵(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 7202 followers, 1375 engagements
"@SantiagoAuFund So many carry trades in $MXN - Mexican Peso now. Not something I wish for but I'll be watching"
X Link 2025-11-15T21:46Z 7171 followers, XXX engagements
"$SLP - Sylvania Platinum No debt dividends buybacks and XX% of revenue from Rhodium . plan it to almost double production by end of 2028. I'm flying to Johannesburg in X weeks the mine few hours north"
X Link 2025-11-16T00:40Z 7167 followers, 14.7K 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 7200 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 7172 followers, 9468 engagements
"For ambitious investors you can read Ivanhoes $IVN Platreef Integrated Development Plan. Warning its XXX pages"
X Link 2025-11-16T14:31Z 7172 followers, 2651 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 7166 followers, 2727 engagements
"Markets Update November XX 2025 part X 🧵 Earnings this week: Monday November XX Huazhu Limited $HTHT (NASDAQ) Consumer/Services Aramark $ARMK (NYSE) Consumer James Hardie $JHX (ASX) Materials XP $XP (NASDAQ) Financials Brady $BRC (NYSE) Industrials Big Yellow Group $BYG (LSE) Real Estate Hillenbrand $HI (NYSE) Industrials Solaria Energia Y $ SLR (BME) Utilities J&J Snack Foods $JJSF (NASDAQ) Consumer Compass Diversified Holdings $ CODI (NYSE) Financials Tuesday November XX Home Depot $HD (NYSE) Consumer PDD Holdings $PDD (NASDAQ) Consumer/Tech Trip. com $TCOM (NASDAQ)"
X Link 2025-11-16T15:49Z 7166 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 7200 followers, 13.4K 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 $AFM Alphamin printing money at these levels but there are a few other interesting names worth a closer look as well"
X Link 2025-11-17T10:19Z 7181 followers, 17.8K engagements
"$VIX - Volatility Index I received a lot of fair pushback for moving to cash in the trading account. But I understand it perfectly questions are always justified I rarely do it after all. The last time was in February. Over the past two weeks Ive focused on research and refreshed my knowledge of all the companies I want to own. With elevated volatility cash-secured puts are starting to make sense again. Short-term were oversold but stay cautious. Stay safe $VIX $SPY $QQQ $IWM"
X Link 2025-11-18T15:23Z 7189 followers, 1586 engagements
"Forex Trade No. XX Long $AUD vs short $MXN at XXXXXXX half position. Still in No. XX - Short $GBP vs long $NZD at XXXXXX half position going well risk is CPI data from UK tomorrow. On all of these I have risk for loss at $2K absolute max rarely happens. But more often than not it's a win with average of $XXX per half position"
X Link 2025-11-18T19:49Z 7166 followers, 1150 engagements
"$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 7160 followers, 2002 engagements
"$PYUSD - PayPal stablecoin casually added another $400M dollars last week or $700M in two weeks. $PYPL"
X Link 2025-11-19T09:32Z 7197 followers, 4332 engagements
"Platreef is truly one of the best Platinum-Palladium-Nickel-Rhodium deposits in the world. 👇 $IVN"
X Link 2025-11-19T19:07Z 7172 followers, 1801 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 $XX just two months ago"
X Link 2025-11-19T20:16Z 7186 followers, 2552 engagements
"$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 7203 followers, 2054 engagements
"Tin Deep Dive - Part XX 🧵 TinOne Resources $TORC (TSXV) Micro cap now below $2M CAD and it even completed a private placement recently. The market seems to think it is unsalvageable but we will see about that. It is a high-risk junior explorer yet at these levels it is essentially priced for zero. The company holds several tin projects in Tasmania including Great Pyramid and Aberfoyle. As always with explorers everything depends on resource growth future studies and securing funding when the time comes. Any meaningful discovery or upgrade could move the share price sharply because"
X Link 2025-11-20T19:15Z 7171 followers, XXX engagements
"Tin Deep Dive - Part XX 🧵 Tincorp Metals $TIN (TSXV) Another micro-cap early-stage tin explorer focused on the Porvenir and SF Tin Projects in Bolivias prolific Oruro tin belt. As with all junior explorers the peril is real success depends on drilling permitting financing. At current levels the market is clearly discounting much of that optionality. One worth watching if youre comfortable with a high-risk high-leverage play in the tin cycle"
X Link 2025-11-20T19:21Z 7171 followers, XXX 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 7236 followers, 1188 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 7203 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 7189 followers, 2391 engagements
"Liquidity Forex Allocation - November XX 2025 Slight changes now at: - XX% $USD Dollar (60% $BIL X% $TUA X% $UUP) - XX% $CHF Swiss Frank - XX% Gold (Options Strategy) - X% to X% $EUR entered at XXXXXXX closed at XXXXXXX back to downtrend talking small X% position loss or XXXX% all liquidity loss (in dollar terms). Details in next post"
X Link 2025-11-21T21:21Z 7168 followers, 3121 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 7171 followers, XXX 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 7186 followers, 1724 engagements
""BHPs approach comes justless than three weeks before shareholders of Anglo and Teck are scheduled to vote on the $XX billion merger announced in September." $BHP $AAL $TECK"
X Link 2025-11-23T18:28Z 7185 followers, XXX 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
"@Secrets4stocks @AmsterdamStocks @ObscurValuation @luke_skiba @LeoNelissen @leo_research1 @david_katunaric @Fin_Eng_Net @unfixed_income @SFarringtonBKC @Arregius @Valuehunte @taobanker @evfcfaddict @Cyclical_invest @cycle_strategy @d_schau @valuehurts @LOWO64 @Tonyforever2003 @lasse108 @DecentralizedDr @seethetrees1 @lavenderroute @deyhatemetoo @Jhadj_theos @ProvenReserves @LatamStocks @BestOnlineName1 @BR_Kelleran @ChedelFund @ShippingJoe @DanOHerrin @InvestInOnG @G_A_Wilson @Apparatchik_1 @tottaway22 I honestly don't even follow the price. I collect dividends and deploy on weakness. $PBR"
X Link 2025-11-24T16:53Z 7174 followers, XXX engagements
"Sweden's Mining Inspectorate has granted Aura Energy an exploration permit for a new 1000-hectare tenement adjacent to Aura's existing Hggn tenement. $AEE -article below"
X Link 2025-11-25T19:02Z 7194 followers, XXX 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 $ABAN Aban Offshore"
X Link 2025-11-25T19:34Z 7161 followers, XXX engagements
"$PYUSD - PayPal stablecoin up another $200M dollars in the last week. $PYPL"
X Link 2025-11-26T15:45Z 7197 followers, 10.2K engagements
"$SBSW long trade Again here at $XXXXX gotta remind myself to keep things simple. 😉 Let's see how we react here I think we'll need Platinum and Palladium to move towards previous highs for the next leg in Sibanye but we'll see. Had 2/3 - core position. Small trim here to 1/2 now. Even though I didn't play that +25% move I got to stick to my rules trimming at major levels"
X Link 2025-11-26T19:05Z 7161 followers, 4815 engagements
"Agriculture Deep Dive 👇 Now Updated With: Gladstone Land $LAND (NASDAQ) Farmland Partners $FPI (NYSE) Rural Funds Group $RFF.AX (ASX) Rayonier $RYN (NYSE)"
X Link 2025-11-26T19:37Z 7159 followers, 2047 engagements
"$RIG - Transocean Ltd. long-term hold (LTH) Entered at $XXXX a bit late but bought the September panic sell-off. It's a complicated story which is likely why it attracted so many shorts. I think they're about to have a religious experience"
X Link 2025-11-27T09:48Z 7177 followers, 5635 engagements
"Uranium Inherently volatile setting up for another move with SPUT $U.UN / $U.U trading at a premium. We're at $XX long-term price right now one month left until my target of $XXX repricing. I prefer physical myself plus a few selected stocks below but we'll see t's now quite tied to the AI trade. $U.UN $U.U $URNM $URNJ $URA $CCJ $NXE $MGA $LOT $AEE $BOE $PDN"
X Link 2025-11-27T11:38Z 7177 followers, 1501 engagements
"Long-term Uranium price via Cameco"
X Link 2025-11-27T11:40Z 7177 followers, XXX engagements
"Forex Trade No. XX & XX Opened Short $NZD vs long $CAD at XXXXXX half position. Still in No.28 Short $GBP vs long $JPY at XXXXXX half position. In the green"
X Link 2025-11-27T11:57Z 7168 followers, 2165 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 7202 followers, 1116 engagements
"Surinames Long-Awaited Oil Boom Finally Takes Shape TotalEnergies and APA approved a $10.5B development plan for the GranMorgu project in Block XX targeting 220000 bpd starting in 2028. $TTE"
X Link 2025-11-28T09:37Z 7161 followers, XXX 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 7188 followers, 3497 engagements
"@GreenOriginInv Australian or Canadian listed $MMA and $PEX 🙂"
X Link 2025-11-29T10:12Z 7185 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 7236 followers, 3468 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 7236 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 7236 followers, XXX 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 7169 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 7214 followers, 1052 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 7203 followers, 1093 engagements
"Hiking time. Jura mountains"
X Link 2025-11-30T12:00Z 7170 followers, XXX 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 7239 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 7239 followers, 3010 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 7194 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 7189 followers, 16.3K engagements
"Forex Trade No. XX & XX Now added another one so X trades active: No. XX - Short $EUR vs long $CAD at XXXXXXX half position No. XX - Short $GBP vs long $JPY at XXXXXXX half position"
X Link 2025-11-30T23:46Z 7203 followers, 2783 engagements
"$EUR CPI today +2.2% YoY. Unemployment slightly up to 6.4%"
X Link 2025-12-02T10:22Z 7156 followers, XXX 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." $IVN"
X Link 2025-12-02T10:59Z 7154 followers, XXX engagements
"@marketsgonewild It's certainly a collection of Tier X assets Now also in Platinum Palladium via Platreef mine"
X Link 2025-12-02T13:29Z 7177 followers, XX engagements
"$MLP.V Millennial Potash Corp Potash Gabon From deep dive: If execution stays on track the valuation gap could be substantial I'm very interested. Looks like we're getting there. 👍"
X Link 2025-12-02T18:08Z 7192 followers, 6758 engagements
"@trend_bullish It's possible. How do you express it in Market Cap - I like it more with developers. My AI assistant puts $MLP at $1.2B $CAD if all goes right"
X Link 2025-12-02T18:16Z 7203 followers, XXX engagements
"Copper - Breakout Confirmed 👍 Pick your next target I guess. My basket below. $COPX $FCX $TECK $IVN $BHP $GLEN $FDY $CGNT"
X Link 2025-12-03T15:05Z 7213 followers, 12.1K engagements
"$AA - Alcoa Corporation And breakout here as well first target at $47.00"
X Link 2025-12-03T15:11Z 7193 followers, 1803 engagements
"$RIG - Transoceanic Ltd. long-term hold LTH Shorts may have just given up here"
X Link 2025-12-03T16:55Z 7217 followers, 2088 engagements
"@the_godfather98 Oh yes too early to say for sure. We had quite high prices last time. For $GLEN coal and cobalt are still very low. But copper and gold part of the business may do much better than last time"
X Link 2025-12-03T21:07Z 7157 followers, XXX engagements
"@marketsgonewild That is a great idea Yes I might. $COAL ETF is good quite small though one has to look when it's trading at a premium. It can be further quite local with a lot of regulations. One could spend a lifetime studying it"
X Link 2025-12-04T12:56Z 7160 followers, XXX engagements
"$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 7211 followers, 5817 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 7195 followers, 5613 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 7202 followers, 2192 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 7239 followers, 1628 engagements
""Argentinas Shale Boom Is Offsetting Falling Conventional Production" $YPF $CVX $SHEL $TOT $PBR $VIST $GPRK"
X Link 2025-12-04T20:55Z 7192 followers, XXX engagements
"Fed decision coming on Wednesday the 10th. Rate cut is almost certain now with XXXX% probability. Interestingly only two more cuts for all of 2026 are priced in right now at XXXX% so this hasn't moved much in recent months. I think we get one and done then wait and see. $SPX $SPY $IWM $USD $EUR $GBP"
X Link 2025-12-05T08:39Z 7186 followers, 2405 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 7203 followers, 1345 engagements
"Forex Trade No. XX - Could have waited a bit longer good data from Canada unemployment drops to 6.5%. $CAD Had bad entry on this one making notes to improve in the future"
X Link 2025-12-05T13:35Z 7202 followers, 1924 engagements
"Silver Long Trade Strong volume lets see if we hit that $XX target. Watching the Fed meeting on Wednesday. A somewhat hawkish one and done could pause or stop the rally but the move is quite strong. Time will tell. $SLV $PSLV $SIL $SILJ $PAAS $AGAG"
X Link 2025-12-05T18:05Z 7174 followers, 2000 engagements
"Beautiful now everyone is confused. 🙂 $SPX $SPY"
X Link 2025-12-05T21:03Z 7186 followers, XXX engagements
"That was fast. 😉 $CAD - Canadian Dollar"
X Link 2025-12-05T21:47Z 7202 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 7213 followers, 3142 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 7214 followers, 1515 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 7214 followers, 1176 engagements
"US dollar - $USD continued Now to the direction on $DXY. It tends to go up when they refill the government TGA account and we're close to max balance right now. I absolutely expect them to empty it all before midterm elections whatever it takes. It has a high chance to weaken the dollar and prop up general markets commodities and risk assets. On top of that we'll get a new Fed dovish chair. That's it that's the narrative. The only question is if it's already priced in. We'll see very soon. On the opposite side a lot of refinancing is happening right now even more in 2026. Plus if they lose"
X Link 2025-12-08T08:57Z 7214 followers, XXX engagements
"@ICT_Whiz Right now what I'm seeing being priced in is new Fed chair easing aggressive cuts large fiscal . and I'd expect dollar way way lower on this narrative. It may happen but when it does it also may be already in the forex"
X Link 2025-12-08T14:15Z 7214 followers, XX engagements
"@biancoresearch Affordability and inflation are serious problems. But I don't think President Trump will have a problem making a 180-degree turn on the "scam/hoax" narrative. It just wont be about the Fed anymore; itll be about corporate greed and urgent need to introduce price controls"
X Link 2025-12-08T14:52Z 7195 followers, XXX engagements
"@Noalgos As I understand they mature so to keep the balance sheet stable they have to buy new ones. Markets think it's QE and run with that. 🙂"
X Link 2025-12-08T17:20Z 7200 followers, XX engagements
"$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 7228 followers, 15.4K 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. $CALM much better. Food sector is cheap imo"
X Link 2025-09-28T08:39Z 7228 followers, 1232 engagements
"$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 7240 followers, 2253 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 7228 followers, 45.2K engagements
"What's also interesting is that SPUT is now trading at a premium all day with potentially over X million new shares issued. That's a lot of money; more uranium will be removed from the market thus further limiting supply for utilities. $U.UN $URA $URNM $URNJ $CCJ $NXE $MGA $LOT"
X Link 2025-10-28T19:03Z 7214 followers, 4217 engagements
"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 7214 followers, 4435 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 7240 followers, 2021 engagements
"Uranium Equities They have been nothing short of spectacularly volatile lately. Even more than usual and that says a lot. The long term uranium price keeps climbing but spot remains erratic. We have seen a few XX% swings both ways in the main ETF $URA. Some companies look quite cheap while others have clearly moved far ahead of fundamentals. The bull case remains strong and it will play out over years not months. Selection is key at this stage. I have reduced trading activity and focus on managing positions I still find attractive. $URA $URNM $URNJ $CCJ $NXE $U.U $U.UN"
X Link 2025-11-05T22:24Z 7214 followers, 3326 engagements
"$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 7215 followers, 2214 engagements
"$USD went right back to XXX on $DXY and was overbought pulled back since then. Theyve started running down the TGA account and choosing extra dovish new Fed Chair it seems that seems to calm the markets and postponing short-term liquidity problems. Longer term we have refinancing issues that are hitting now and will intensify in 2026. No $UUP (dollar bullish ETF) for me then we're likely in sideways phase. As to $TUA (bet on lower 2-year) we'll have to see yields break down first so now at 0%. Two-year yields started to break down but stopped at 3.5%. $CHF reclaimed sideways move here keeping"
X Link 2025-11-28T17:57Z 7215 followers, XXX engagements
"$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 $PRIO3 Petrobras Nubank Vale Embraer Gerdau Prio"
X Link 2025-12-02T22:05Z 7236 followers, 7689 engagements
"$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 $CAD started to move very good push from commodities. I'm interested but both are"
X Link 2025-12-05T21:43Z 7217 followers, XXX engagements
"$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 7240 followers, 2108 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
"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 7232 followers, 1437 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 7236 followers, 1308 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
"🧵(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 7228 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 7235 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 7235 followers, XXX 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 7227 followers, 1065 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 7236 followers, 16.6K 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
"@JSmith8286 These are the ones I own. Plus others like $IPCO $PXT $GPRK"
X Link 2025-12-01T15:13Z 7222 followers, XXX engagements
"$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 7241 followers, 3598 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 7240 followers, 1262 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 7240 followers, 1070 engagements
"Well we almost never have it that low going into Fed rate decision. Will be interesting"
X Link 2025-12-09T09:10Z 7240 followers, 1340 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 $GBP reached the supply level. I was"
X Link 2025-12-09T13:57Z 7240 followers, 1310 engagements
"$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 7239 followers, XXX engagements
"Lots of surfers during the day. 🦈"
X Link 2025-12-09T17:59Z 7240 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 7241 followers, 1409 engagements