Moritz

Another anarch searching for the original tree of knowledge

[Moritz @Moritz_of_Hesse]

@Macrobysunil See, this is where I think you’re now part of the collective. You’re FAR from being the only one calling for a break of the previous low, which tells me the shorts are already in place, buyers are afraid of breaking lower and the “fear low” likely already happened.

[Moritz @Moritz_of_Hesse]

@ValueSeeker_ I wonder how informative these ratio charts are over time. COPX/XLE shows relative performance, not valuation. More relevant is the historical P/FCF spread at normalized commodity prices. COPX has higher FCF margins today despite heavier capex, higher still on sustaining capex.

[Moritz @Moritz_of_Hesse]

@markeatsmeat @NeverDeleteX

[Moritz @Moritz_of_Hesse]

"Houston, we've had a problem"

It's not longer just gold and silver, metals are soaring across the board.

[Campbell @abcampbell]

https://t.co/rKwF6Gn56n

[Moritz @Moritz_of_Hesse]

@CyclesFan Palladium Pd has the weakest momentum, but perhaps that’s the opportunity. Unlike Ag or Pt, it hasn’t broken above the white channel, yet. It’s also almost at its support level offering the best risk/reward IMO. Its ratio to gold is at all-time lows, but know to expand rapidly.

[Moritz @Moritz_of_Hesse]

Nothing better than a nap at the summit of Черни Връх.

[Humble Flow @HumbleFlow]

I've been reading Mere Christianity by C.S. Lewis, and I just came across a paragraph that hit me harder than I expected.

[Moritz @Moritz_of_Hesse]

@great_martis This REPO spike is mostly a normal quarter-end thing. There’s still plenty of cash in the system, but dealers hit balance sheet limits, so the Fed steps in. It looks dramatic, but it’s just plumbing quirks. There’s still a mountain of cash in RRP ($460B).

[Moritz @Moritz_of_Hesse]

@ces921 @FinanceLancelot This REPO spike is mostly a normal quarter-end thing. There’s still plenty of cash in the system, but dealers hit balance sheet limits, so the Fed steps in. It looks dramatic, but it’s just plumbing quirks. There’s still a mountain of cash in RRP ($460B).

[Moritz @Moritz_of_Hesse]

@great_martis Or a triple top 🤣 DXY rallies to 104, gold back down to $2,900 alongside an article titled “yellow rock is dead”. That will be the next low

[Moritz @Moritz_of_Hesse]

@tksinha3 @NorthstarCharts @KinesisMonetary Perhaps, timelines have indeed compressed significantly this year

[Wolfgang Hutter @WolfgangHutter2]

Drieu La Rochelle on the disillusioning and ideal-shattering nature of WWI.

[Moritz @Moritz_of_Hesse]

@great_martis I’m a believe if Gold and Silver, but $USD has a LOT of room to rally, that is unlikely to make this bounce in gold sustainable. Odds are we correct to ~2,850 or so.

[Moritz @Moritz_of_Hesse]

Don't much about crypto, sold all my gold miners to buy #bitcoin $BTC on April 9th. But now... $ETH #etherium appears to have the best setup. Also, all my friends following crypto say it's not loved, hate it, etc... EVEN BETTER! Ratio of ETH/BTC appears to have bottomed.

[Wrath Of Gnon @wrathofgnon]

The easiest way to deprogram your mind, to un-brainwash yourself, is simply to read old books. Authors long gone are uninfluenced by your oligarchy subway ad campaign. They are impartial to the whims of your HR department.

[Moritz @Moritz_of_Hesse]

@trad_west_ Would you be able to share what animation movie that is taken from?

[Moritz @Moritz_of_Hesse]

@robthewaterman @FinanceLancelot That was actually funny, thanks for the laugh haha

[Financelot @FinanceLancelot]

1929, la crise (2009)

The Great Depression