coffe_naps

[coffe_naps @CoffeNaps]

@Sol_CJ888 10/10 on time displacement too…chefs kisses

[coffe_naps @CoffeNaps]

@gannwyck Dot

[coffe_naps @CoffeNaps]

@fkthemiddle @___bresh How’s the dhte journey so far?

[coffe_naps @CoffeNaps]

@YOHAMI gotta be the gay best friend

[coffe_naps @CoffeNaps]

@mr_abundance_ how did they know they crossed over from their old self & habits into the version they always wanted? Feel different or just a normal Tuesday afternoon

[coffe_naps @CoffeNaps]

@melovemoney1 Done 🤌🏻

[coffe_naps @CoffeNaps]

@mr_abundance_ this in same ball park as lithium & graphite?

[coffe_naps @CoffeNaps]

@nerdmond @MaxBecauseBTC jeeezzzzz….thats stupid clean 😮‍💨

[coffe_naps @CoffeNaps]

@nerdmond @prntwrx would you call that a solid wyckoff distribution?

[coffe_naps @CoffeNaps]

alpine beetle eaters

[coffe_naps @CoffeNaps]

@jollygoodlyfe looking forward to updates

[coffe_naps @CoffeNaps]

@jollygoodlyfe would you consider this a bug or a feature of your mindset?

[Abundance | Capital Rotation @mr_abundance_]

Smart Money Is Executing a Global Capital Rotation

The pendulum is shifting:
US → China
Tech → Energy

This is how regime changes begin — quietly, through ratios.

What asset ratios are revealing:

• XLE / SPX → Energy outperforming US equities
• EEM / SPX → Non-US equities gaining relative strength
• USD / CNH → Dollar weakness = China / Asia tailwind

This isn’t just energy strength.
It’s global capital rotating into Asian-linked energy exposure.

If this continues, China-focused energy is positioned to outperform next.
Smart money leaves footprints.
Ratios reveal them.
#CapitalRotation #GlobalMacro #Energy #China #SmartMoney #usdcnh

[Abundance | Capital Rotation @mr_abundance_]

$DXY US Dollar Index - To P03 or Not To P03?....
101.3 the key local level to watch above.

[coffe_naps @CoffeNaps]

@melovemoney1 Something like PSCE be a variable play with XOP or stick with the bigger safer exposure?

[coffe_naps @CoffeNaps]

@mr_abundance_ @Larskooistra_ hope to see you more in there 🤌🏻

[coffe_naps @CoffeNaps]

@HouseofLiana intrigued by this. look forward to more thoughts

[coffe_naps @CoffeNaps]

@mr_abundance_ A more contrast but B easier at quick glance

[Abundance | Capital Rotation @mr_abundance_]

5️⃣ Late-Cycle Inflation / Stagflation Phase (5 of 5)
Front-runners:
☢️ Uranium (again — nuclear scarcity)
🛢 Oil, ⚡ NatGas (supply stress)
🪨 Coal (inflation hedge)
Followers:
🌾 Food, Fertilizers, Water Plays
🚢 Shipping / Logistics
💎 Palladium / Platinum (hold relative strength through scarcity)
Macro: inflation entrenched, tightening bites
Sentiment: panic → blow-off top → liquidity reset

[Abundance | Capital Rotation @mr_abundance_]

$USOIL $BRENT +6% the forecast continues!
#commodities #USOIL #brent #UKOIL