riskFULL ☣️ (session lows)
@_riskFULL
Followers
476
Following
7K
Media
941
Statuses
5K
'There can be no covenants between men and lions, wolves and lambs can never be of one mind'// Jamie Mai is my hedge, you wouldn't understand.
Joined September 2021
It was assumed that the US was in a structural change with it's privilege of global attraction to the USD however when we look at history these eras are never permanent. Historical events show even though money can be printed and financial markets can be controlled what cannot be
1
1
6
Early but some price validation
I wish I had data but the gut feeling that something dynamically changes the energy complex next year is overwhelming. At a time when every major report perfectly sees the glut,mucho confidence in OPEC status quo, bet that US producers ignore gravity and amount of oil on water...
0
0
1
Goes up 800% > Buybacks > Dividends
Buybacks > Dividends
1
0
3
I guess now is the time to say that in the next 2-3 weeks $abxx will see something happen.
@Rtsaathoff @abaxx_tech @JoshCrumb @LeahWald @JoeRaia5 @Greenacres1000 *this is only math related to time and price, no fundamental reasoning This is what my system supported if* Fridays open remains higher than next week closes(which just says that trend line is respected) and 3m volshelf is still defended: you have a time and range to target.
2
0
18
SFL’s idle Hercules semisub (2008) is a logical candidate for Vår Energi’s 3–5 year work in Norway, though a drawback is its limited track record of development drilling on the NCS 🇳🇴 Upgrades may help and Vår is also v active in exploration. Positive results w/ Goliat last week
VÅR Energi has issued a tender for a high spec tier 1 Semisub for a 3-5 year job starting early-27. Bids said to be due by January-26 $ODL $NOL $SFL
3
1
35
*squints at text
“i have no faith in this company for good reason. anyways….who would like to pay for it?”
0
0
1
0
0
2
$FRMO Announces non-reliance on previously issued financials. The time includes years ended 5/31/24 & '25. Also filed a notification of late filings. https://t.co/l4Dh0DeBOO
2
1
2
You want to take 200,000 shares off the table? *Laughs in shit liquidity You want to put on a 200,000 position? *Laughs in shit liquidity You are stuck until liquidity improves on both sides.
1
0
10
All that data helping big fella?
Notable to see how much recession odds for '26 have fallen in the last couple months, reflecting the unwind of concerns about the economy ahead.
0
0
1
@PurpleDrink_LLC $slb probably provides better r/r with Venezuela call option. https://t.co/9z53zxmABs
1
1
4
Beretta Holding is gearing up for a proxy contest at Sturm $RGR after becoming its largest shareholder. Beretta, which now holds nearly a 10% stake in Ruger, is collaborating with advisors to nominate board candidates ahead of the annual meeting.
0
0
3
Almost $14 at $6 copper
Copper $5.35lb 1,150,000 S/O 4% NSR $kewl $11 per share potential
0
0
3
"Nobody has EM!" Yet someone owns it... You know because of the obvious. 🤡
EM equities (with or without China included) have crushed US stocks over the last year. Interesting since pretty much everyone I speak with either has no allocation or is significantly underweight.
2
0
2
TIL people pay for Josh Young insights. I wonder if the entertainment content is better than his fund returns?
josh young is around top 50 in finance best sellers and he has around $500k ARR. the amount of money being made on substack is wild.
0
0
1
Listen you were there at the session lows or you weren't. @Bprivateers69 was indeed there with me trying to provide liquidity in a harsh time.
3
2
24
The most annoying investors in no particular order fixed: 1. Ian Cassel
The most annoying investors in no particular order😂 1. Silver investors 2. Anyone loud that is doing better than you 3. Bitcoin investors 4. YTD bros 5. Tesla investors 6. Cannabis investors 7. Resource investors in general 8. Shorts in a stock you're long 9. Smallcap value
1
0
4
Historical events show even though financial markets can be controlled what cannot be controlled are physical commodites. What we see today are physical commodites are the ones that break the control of central banks. Pressure on commodity prices become more prevalent.
President Trump sits down with the NYT for a 2-hour long interview. Lots on Venezuela, including: "... We’re going to be using oil, and we’re going to be taking oil. We’re getting oil prices down..." https://t.co/HEMQd4hLKw
1
0
0
It was assumed that the US was in a structural change with it's privilege of global attraction to the USD however when we look at history these eras are never permanent. Historical events show even though money can be printed and financial markets can be controlled what cannot be
1
1
6
What if the keen focus on energy at this time is related to something coming for the energy markets in the near future...
Venezuela There is a significant risk in demanding too much, too quickly from Venezuela: Experts caution that insisting on immediate, sweeping reforms—including rapid free elections, the unconditional release of all political prisoners, comprehensive democratic overhauls, and
0
0
0