RT @DannyDayan5: Powell’s error is immense and broad. First, he said all inflation is tariffs and thus he expects it to be transitory.….

Although President Lula is a big risk, Brazil is doing well. Since I bought $BRZU at the end of last year, it ranks third in my stock portfolio. Not only is its YTD performance satisfactory, but what's even better is that it pays an annual dividend of over 5%. If you are.

What do you want to know?.

RT @BenniKim: Easy. Debase the USD and go golfing on weekends. Insanely bullish USD assets like stocks, gold, real estate, commodities, bu….

I can't even remember when August weather was this bearish. The power of mother nature. #Natgas #oott

RT @CRUDEOIL231: UBS on Copper. Copper awakening. Some on Wall Street are waking up to the truth! . #oott #copper $hbm https://t.co/….

I think I saw this in 2021. The moment when he said, “Trasi. ”.

RT @AleRodjfnfo: 숏츠와 릴스에 중독된 세대들이여. 무엇이든 전문을 보라. 표현은 맥락에서 생겨나고, 그 맥락은 몇 마디 단어의 미묘한 조합만으로는 결코 총체적으로 이해될 수 없다.

UBS on Copper. Copper awakening. Some on Wall Street are waking up to the truth! . #oott #copper $hbm

Although the fact that the implied balance is very weak and prices are likely to remain bearish in the future remains unchanged, there is not much room for shorting from a positioning perspective. Be wary of unexpected short-term spikes. It seems better to wait for some of the

RT @IanCorona: @WhiteHouse

Although it is not as significant as the IEA's ~4mb/d surplus, global observable oil inventories are actually increasing. Of course if a surplus of ~4mb/d were expected, as in the IEA's balance, oil prices would have already collapsed. Therefore it is unlikely to be that

Hudbay continued to do their job well in the Q2. In Q2, they reduced net debt by about $434 million and lowered their integrated cash cost guidance from $0.80 to $1.00 per pound to $0.65 to $0.85 per pound, stepping up their efforts to maintain strict cost management and a.

Global LNG export capacity is growing rapidly, but global gas storage capacity is not keeping pace. As structural demand growth outpaces storage capacity limits, global Natgas benchmark price volatility will become vulnerable to weather events. #oott #natgas

The ECMWF ensemble currently forecasts that Tropical Storm Erin will not make direct landfall in the eastern US. GFS also has only one ensemble scenario landing in the eastern US. #natgas #oott #HurricaneErin

RT @PauloMacro: @CRUDEOIL231 @hkuppy I am very far from top man. The battle is internal. Top suggests I am competing against others. So man….

In the commodities space, crude, gold, and copper are all exposed to significant CTA downside risk, which could accelerate their declines. For everyone, the downside risk of CTA is greater than the upside risk. #oott #com

I recorded my biggest loss of the year on #Natgas. Quite a few colleagues and Fintwits had a short-term bullish outlook on Natgas, but the majesty of nature made that disappear. I have been trading Natgas for many years, but this summer has been the most dynamic yet. I would.

September Saudi (and OPEC+) crude exports will be very interesting. Obviously high OSP. There seems to be a clear desire by the Saudis to return paper barrels to the market, but not to flood the market. #oott #com.

Goldman on oil. #oott #com

This also holds true for H1 2026. Despite the low likelihood of a move into contango before inventories begin to accumulate, the strength of the current backwardation remains notable, especially given the widespread expectations of a significantly bearish balance. #oott #com