NavSingh

Ex London Metals Exchange and ICE (exchanges and analytics platforms)

[NavSingh @BastiatResearch]

"Each of us has a natural right, from God, to defend his person, his liberty, and his property" Frederic Bastiat

[NavSingh @BastiatResearch]

@Infinite__Sigma You have been very early in many of these names, and I'm glad to be following you. Apart from Sol, Zec, Hype, are these shitcoins or geniune potential beneficiaries of blockchain and agentic finance ?

[NavSingh @BastiatResearch]

@adam3us metaplanet here looks like a steal. What you think ?

[NavSingh @BastiatResearch]

@wolfcapitalist Agreed, it sounds like good capital allocation. But many were disappointed last year with some poor investment decisions around Bitcoin last year where management bought when btc was high and took on debt etc…

Let’s hope they have turned a new leaf and execute.

[NavSingh @BastiatResearch]

This oil rally is a hated one...
The rally in Mar was not hated...

That is worrying.

$USO

[NavSingh @BastiatResearch]

My system is telling me that we witnessed record bull sentiment on $BWET yesterday 10th Sep

It was a good short yesterday

chances are, it will be much lower in the next few days/weeks

[NavSingh @BastiatResearch]

This attempted short of NVDA was two days too early.
I did the pleb thing and the market shook me out.

My stop was the same as all the others and the same as all the algos and the AI bots... there is no edge in that

But there is an edge in planning for a shakeout...

$nvda

[NavSingh @BastiatResearch]

closed... that didn't work out ! may be next time $nvda

[NavSingh @BastiatResearch]

Ag stocks did not react as much to the ZW wheat god candle yesterday… let’s see what happens today/tomorrow

[NavSingh @BastiatResearch]

@ScottishHodler Floor looks great. How did you manage to sort the walls out ? Is that old or new wall paper ?

[NavSingh @BastiatResearch]

@Sanderandersenn Marathon Minings pivot to AI data centers and HPC is a step in that direction.

[NavSingh @BastiatResearch]

@Infinite__Sigma That was an epic call on $zec

[NavSingh @BastiatResearch]

closed... that didn't work out ! may be next time $nvda

[NavSingh @BastiatResearch]

Short $NVDA at $225

Stop at $230

Target: $180 - $200

[NavSingh @BastiatResearch]

Short $NVDA at $225

Stop at $230

Target: $180 - $200

[The Economist @TheEconomist]

Jensen Huang is truly the magician at the heart of the AI boom. Many fear he is an illusionist inflating a dangerous bubble. Look more closely, however, and the worries are mostly unjustified https://t.co/kmQW082gMW

Illustration: Tim McDonagh

[NavSingh @BastiatResearch]

Coking Coal rocketing higher

I’m positioned in $glen

Keeping an eye on $amr

[NavSingh @BastiatResearch]

Ag stocks did not react as much to the ZW wheat god candle yesterday… let’s see what happens today/tomorrow

[NavSingh @BastiatResearch]

Went into soybean oil (ZL) today and positioned in some ags

$cf
$uan
$adm
$de

This sort of positioning is not optimal, we are quiet late, but better late than never given the weather and the Russian sea-born exports being choked

[NavSingh @BastiatResearch]

ZW and ZC god candle loaded

[NavSingh @BastiatResearch]

Closed for a small gain.

CL still seems to react to bs statements from iran, us and pakistan.

I continue to hold on to ZW and ZC for potential god candles :-) lets see

[NavSingh @BastiatResearch]

$LWB

reached 25. Closed

[NavSingh @BastiatResearch]

Long polish Thermal Coal company: BOGDANKA SA
$LWB It should go from 22.2 now to 25 in days...

Whilst Euro Nat Gas prices are elevated, Thermal Coal stocks will run up...

Also Long Thungela $TGA

[NavSingh @BastiatResearch]

Long polish Thermal Coal company: BOGDANKA SA
$LWB It should go from 22.2 now to 25 in days...

Whilst Euro Nat Gas prices are elevated, Thermal Coal stocks will run up...

Also Long Thungela $TGA

[NavSingh @BastiatResearch]

Went into soybean oil (ZL) today and positioned in some ags

$cf
$uan
$adm
$de

This sort of positioning is not optimal, we are quiet late, but better late than never given the weather and the Russian sea-born exports being choked

[NavSingh @BastiatResearch]

I have never bought Orange Juice (OJ) but it looks ready for a move Up

$OJ

[NavSingh @BastiatResearch]

Closed for a small gain.

CL still seems to react to bs statements from iran, us and pakistan.

I continue to hold on to ZW and ZC for potential god candles :-) lets see

[NavSingh @BastiatResearch]

cautiously long Energy and cl here... we tend to see these near bottoms

$USO $cl