Largá la recompra totono
@Stramarce
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Don't fight the tape & don't own the narrative
Rosario, Argentina
Joined March 2018
Merval CCL perdiendo 1er soporte de la ultima suba vertical Hasta ahora, no hubo 2 dias como el de hoy seguidos. Hay q ver como reacciona el mercado si se da. Yo x mi parte desde la semana pasada no tengo RV argy salvo un pucho de Loma q me quedaron de clavel y unas vist que
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Si firmaste un programa en el que decía que ibas a terminar en casi cero, luego en -3500 y ahora estas en -10.000 (si contamos el swap en -12500), algo no estaría funcionando
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OPEC+ boosts production by 30,000 bpd in Oct; 450,000 bpd short of plan OPEC+ countries participating in the agreement to limit oil production boosted output by 31,000 barrels per day month-on-month in October, though they were 450,000 bpd short of the plan set by production
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What da fack No vos permian, vos no. Vos no
Chevron to Cut Permian Spending 25% as Oil Production Plateaus
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Que raro
Today, the IEA revised up its estimates of growth in global oil demand for 2025 and 2026!
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🚀 Gold miners soaring, but with money flowing out! 💸 YTD fund flows for $GDX & $GDXJ (through Sept 2025) are the most negative since 2020, even as the ETFs are up 𝟏𝟐𝟒% 𝐚𝐧𝐝 𝟏𝟐𝟕%, respectively. ✨ Investors are snubbing mining stocks right in the middle of a massive
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Devastatingly to sentiment, the IEA told us for nearly 5 years that peak oil demand was imminent. Today, they admit under their base scenario that oil demand will grow to at least 2050! Too late/damage done: "the fear of peak demand is leading to the reality of peak supply."™️
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I feel it comin I feel it comin babe
This is likely to be next year's trade: Long Commodities Short NDX
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I love hated assets
Oil divided by the S&P is at the same level as in 1998 and 2020. In both cases, oil massively outperformed the S&P afterward. What’s the similarity? In all instances, oil was hated: - 1998: The dot-com bubble sucked all liquidity out of the market, espec - 2020: Oil went
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No safe heaven today. El oro estuvo verde casi toda la rueda hasta q de repente lo liquidaron casi 2% en 5 minutos. Lo mismo que la plata. No pueden ser esos los safe heaven porque se arma un descalabro se ve.
Perhaps the most notable observation of today’s selloff is that neither the U.S. dollar nor Treasuries rallied as they typically would. Frankly, that’s the kind of behavior we would expect from an emerging market economy. Instead, US stocks led the decline, while EM — the
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Los números de Oracle asustan y si se da lo que dicen la cadena continua Stay tunned 👇
🚨Oracle has a MASSIVE debt and cash flow problem: Oracle’s last 12 months free cash flow fell to -$5.9 BILLION, the lowest in at least 23 years. $ORCL’s debt-to-equity ratio hit ~520%, far above its peers. Recently, Oracle issued $18 billion in bonds and $38 billion in loans.
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BREAKING: BlackRock has purchased over 20.1 million shares of Chevron (CVX) in Q3, worth more than $3,115,000,000 ($3.12 billion). Based on BlackRock’s Q3 13F filings, BlackRock has increased its investment in Chevron Corporation (CVX) by 16.90% in Q3. BlackRock own 7.96%
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If you were crowing about your stocks being up 200-400% Y/Y a few weeks ago, but are now wondering why they are suddenly down 30-50% (with the market 2% off its ATH)…you might want to read-up on beta.
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“Scaramucci’s New Orleans Hotel Bet Likely to End in Total Loss for Clients” “Hedge fund investor Anthony Scaramucci’s firm sent a letter to clients in his so-called opportunity zone fund with a sobering message: You’re likely facing a total loss. The fund’s one investment, a
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Via Citi: A 0.1% increase in household allocations to gold would require doubling annual mine supply. Raising average allocations from 3.5% to 5% would need 18 years of mine supply — about half of all jewellery and coin stocks ever produced. https://t.co/ZAnLbapp4O
zerohedge.com
Upside skew, surging GVZ, and $4,200 resistance in play.
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Hedge funds often augment their investment positions using leverage. The leverage sources can be divided into three categories: prime brokerage, repo, and other secured borrowing. Prime brokerage and repo borrowing have increased rapidly over the past few years, as shown in this
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Salió nomás! Joint Statement on Framework for a United States-Argentina Agreement on Reciprocal Trade and Investment – The White House
whitehouse.gov
President Donald J. Trump and President Javier Milei reaffirm the strategic alliance between the United States of America (United States, or U.S.) and the
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El toto lo dijo tb hoy. Es como cuando te haces el picante operando y te pasan x arriba y te llenan de humildad. Dos rescates dps y con mucho sufrimiento en el lomo se van dando cuenta de la realidad: no importa con que pesos, no hay dolarizacion endogena ni nada de ese bla bla
100% de acuerdo. Por eso es que debemos dolarizar.
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hace mas o menos una hora paso de nuevo, de -0.5 a -2.7 en minutos y con un volumen que representa medio año de produccion de plata Los chinos lo suben, los bancos shorteros lo bajan linda batalla
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esperemos que el totono compre reservas con esta liquidacion de Ons si la marea del mercado se vuelve en contra ya no quedaran bessents ni kristalinas para ir a pasar la gorra
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