F You Mining

Ultimate Pursuit of Fuck You Money!

[Johnny Lambo @LamboJohnny]

JAGUAR URANIUM SUPER CHEAP HERE 🚀🚀

$JAGU MARKET CAP only $18m USD with $18m USD IN THE BANK!!! CASH MONEY NO DEBT

ALL THIS #URANIUM #VANADIUM in ARGENTINA ... friendly country with #USA

LONG & ACCUMULATING...

GREEN SHIFT $GCOM.V $GRCMF own 5.1m shares of JAGUAR #Stocks

[Thomas George @thomasg_grizzle]

This is straight-up grift.

Why on earth would you start an asset manager with the Hedgeye name and not use the Hedgeye process, @mablum?

If the Hedgeye process is so good, isn’t the logical step to extend that to the asset manager? Walk us through your thought process.

Was it purposely set up this way to avoid killing the research golden goose? If the funds underperformed (and they have), you can say you had nothing to do with it… have I got it right?

This industry is filled with deceptive people who avoid taking ownership at all costs.

[Brandon Beylo @marketplunger1]

If you didn’t have Jensen having an affair with a Chinese spy in your DCF model I’m sorry but you’re not gonna make it.

[F You Mining @BullEllis]

@LamboJohnny @Lamborghini @LamborghiniMTL @CNBCFastMoney @CNBC SL = Stop loss

[F You Mining @BullEllis]

@LukeChrisFFL

[Otavio (Tavi) Costa @TaviCosta]

There is a fundamental difference between the 2011 peak in silver and what we are seeing today.

Back then, rising prices were accompanied by a massive increase in production.

Today, that supply response is completely missing.

Don’t confuse a violent correction with the end of a cycle.

https://t.co/VDC5mLf0ag

[Bushels 🌾 Barrels 🛢 & Bullion 💰 @BuBarrelBull]

In August I rotated back out of miners, after a rebound, into energy stocks.

Now I’m rotating out of energy into miners. Gold and copper in particular. I think gold defended these levels before and it will again. The setup into 2027 is perfect.

Copper is trading near all-time highs and Chinese premiums are surging. Yet the equities are a bargain. Why? Because of an AI growth scare that never mattered anyways. Copper is a supply story.

When everyone panic sells I buy. This is the way.

[Thomas George @thomasg_grizzle]

Exciting times ahead for hard assets if Dems sweep

A ton of gold equities are washed out ytd... good hunting grounds (vs. crowded AI trade)

[Josh Young @JoshYoung]

It's the Golden Age of Grift

[F You Mining @BullEllis]

@SamsonLi7 Same with loan shark $$$ that rhymes with mabari

[Bullish Trend 🇨🇦 @trend_bullish]

$SCR.TO Launch

[The Hormuz Letter @HormuzLetter]

BREAKING: Ukraine has struck the bridge carrying one of St. Petersburg's main oil port access routes, the span over the Korabelny Fairway that links the port districts to the Ring Road and the federal highway network.

This makes it the third target in the massive overnight raid, following the strike on the St. Petersburg oil port, and the VK data center near the city.

It is the largest drone attack yet on St. Petersburg.

[Josh Young @JoshYoung]

@GavMcCracken I feel more comfortable owning oil stocks when they're out of favor.

When I started my professional investing career in 2007, there were ~200 oil & gas focused public equity funds.

Now there are almost none.

I'll take it! 🦬

[zerohedge @zerohedge]

Data center junk bond update

[Jeffrey Currie 🆔++ @CommodMkt]

The macro repricing of energy is now underway. Check out today's move in long dated oil - that's calendar 2027 WTI. When long dated oil moves this strongly in tandem with energy equities making new ATHs, financial markets need to listen. This is not a transient spike in prompt oil. It's far more structural. Get long, buckle your seat belt, and hang on for the ride.

[Martin Pelletier @MPelletierCIO]

Given yesterday, why is $TSLA selling off 3%? Thought it was an impressive event. Obviously the market didn't. It's share price sure needs that rocket boost.

[The Hormuz Letter @HormuzLetter]

BREAKING: Brent crude oil surges to nearly $110, its highest level since September 15, as Iran places its armed forces on the highest alert for 72 hours and mobile bomb shelters being rapidly deployed in Tel Aviv.

US oil is now at $100.

[Martin Pelletier @MPelletierCIO]

Warsh and the Fed are not idiots. They know better than hiking into an energy supply shock while wage growth decelerates.

[Martin Pelletier @MPelletierCIO]

this chart floating around. says a lot.

[Martin Pelletier @MPelletierCIO]

Someone tell the algos/CTAs etc. shorting gold stocks that that US real yields have neutralized today's CPI report.