mup

Toronto

[mup @Jessiewileyman]

@CRUDEOIL231 Had a nice run but I took a pause the moment the ME war started. I am protecting against oil led recession. Purely trying to manage risk, though intent on entering new position on the other side

[mup @Jessiewileyman]

@EnergyPeddler FWIW I think you may be on to something. When will a terrorist organization like IRGC be in a position to inflict pain on their long term enemy again? I think they will press what leverage they have, and the ceasefire only supports oil prices creeping higher

[mup @Jessiewileyman]

@ArrakisGlobal Glencore has treated me well over the past year, but I am becoming concerned that Qatar Investment Authority owns about 8-9% of Glencore

[mup @Jessiewileyman]

@adamtaggart Equally important question - how does Iran react? Do they normalize in some manner? Or do they continue to press oil higher and seek to destabilize American treasury/markets?

[mup @Jessiewileyman]

@ArrakisGlobal @moneyofminepod Thanks for doing this podcast. I listen to a lot of podcasts and this is one of the best I’ve heard in awhile. Love the process, very aspirational

[mup @Jessiewileyman]

@Mr_Husky1 Run away

[mup @Jessiewileyman]

@Rory_Johnston Your coverage of this mess has been exceptional. Well done and please continue to share your observations!

[mup @Jessiewileyman]

@ErikSTownsend Long time listener of your fantastic podcast. Based on a google search, Iran gets less than 3% of its water from desalination plants on the Persian Gulf. How can one suggest the strait is not “closed”. Would like to suggest Rory Johnston as guest.

[mup @Jessiewileyman]

@SpencerHakimian Make American tacos great again (matga)!

[mup @Jessiewileyman]

@realDonaldTrump I hope this bill has set aside sufficient funds for all you can eat tacos at the White House

[Julian Komar 🚨 Market Update Premium @BlogJulianKomar]

Here are my 15 risk management rules in trading 👇

[mup @Jessiewileyman]

@tomowenmorgan You’re not the only one. I’ve gone cash and hold. Though I’m a little nervous with the run up in gold and whether it will sustain, though I’ve got a bit of a cushion as I’ve been in it for awhile

[mup @Jessiewileyman]

@dollarsanddata Just keep buying gold!

[mup @Jessiewileyman]

@jimcramer Microsoft turned one of my laptops into a brick after a forced Windows upgrade a few years ago. They tricked users like me to click on the little “x” to escape but it actually activated the upgrade instead. Such a greedy organization, they’ve totally lost my trust forever.

[Bitstein @bitstein]

@samcallah @NYDIG FWIW, a log y-axis helps differentiate between the cycles much better. https://t.co/63Er1aGwcY

[Sam Callahan @samcallah]

Bitcoin's price has been tracking right in line with the last two cycles, but when I think about the fundamental set up today, my base case is that this doesn't continue for much longer.

[mup @Jessiewileyman]

@jessefelder Not enough info to make a conclusion here. What does seasonality look like, and are we coming off peak travel binge?

[mup @Jessiewileyman]

@willywoo Good call!

[mup @Jessiewileyman]

@POTUS Time to go Joe

[mup @Jessiewileyman]

@hkuppy Are on call centers. CRM looks good