Jason

flâneur

opinions only, NFA

[Jason @DukeInShadows]

P2 Gold
https://t.co/yLniJzcFUo
$PGLD.V $PGLD

[Jason @DukeInShadows]

@Kevin_AGraham @VikingVan100 Nah it’s wicked cheap

[Jason @DukeInShadows]

@wealthmatica $CSU.TO

[Jason @DukeInShadows]

something big is brewing

[Brown @BrownMarubozu]

I hope this is for buybacks!

$FFH.TO

[Jason @DukeInShadows]

@bhar8670 @67Dodge agreed

[Jason @DukeInShadows]

@nachkari gov debt will not be solved in 3-5 yr.

breaking point should force change in the 2035-2040 timeframe

[Jason @DukeInShadows]

@clashreport Gripen is full of American tech. This is all narrative & performance.

A country the size of Canada has no business having split fighter fleet.

[Jason @DukeInShadows]

@marketplunger1 $PGLD.V $PGLD.NE

[Jason @DukeInShadows]

@antonmamonov_ @fammetaX should follow @BrownMarubozu

[Jason @DukeInShadows]

@WallStRollup

[Jason @DukeInShadows]

@PythiaR agreed.

however so much nuance to these general rules, it's more entertainment than anything.

reminds me of @jeremygiffon saying all general advice is bad...all advice cancels out, can easily find opposite working.

[Jason @DukeInShadows]

@readswithravi The Score by @add_hawk

[Jason @DukeInShadows]

@SouthernValue95 Getting yoked to light shareholder capital on fire

[Simon Sarris @simonsarris]

To understand them better you must know that when our seniors were Zoomer-aged they were actually the richest age demographic in the nation.

Now that they are all retirees they are still the richest age demographic in the nation.

[Jason @DukeInShadows]

great pull from @RockBtmEntries of the Gabonese Port Official

“We have confirmed potash reserves that are certainly among the most strategic in the world, which means we need to organize a new port activity in the southern Mayumba zone.”

$MLP.V

[Jason @DukeInShadows]

@ErnestWongBWM I think you want it

[Jason @DukeInShadows]

@Polymarket when the S&P does roll the capital inflows internationally/commodity wise will really begin

[Jason @DukeInShadows]

$PGLD.V up ~9% intra-day on (relatively) low vol

[Jason @DukeInShadows]

@thinkingwest what happens when the consultants replace the architects

[Jason @DukeInShadows]

recent $FFH.TO insights from COBF forum
1) reserves = hidden equity (over-reserving understates BV...quants view as debt)
2) hard market lag (releases lag 3+ yrs, pipeline bigger than ever $751M in '25)
3) double discount (undermarked assets add billions on top of the reserve gap)
4) paying ~1.2x an already-understated book. adj. P/B is <1x
https://t.co/b4DtgafKEg