Rev. Biggus 'Bird' Tickus

$ES Holy Crow {Gnostic} & Monarchist. Unfollowed by Jim Cramer, twice

Futures bird: 24+ years in markets

📈 Secrets of crow operators
🇵🇱|🇺🇸

[Rev. Biggus 'Bird' Tickus @RareVerend]

Enter through the narrow gate. For wide is the gate and broad is the road that leads to destruction, and many enter through it.

Matthew 7:13

[Rev. Biggus 'Bird' Tickus @RareVerend]

Anything to keep selling to the monkeys 😂

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says the Trump Administration might buy equity stakes in US AI companies and that he will host a meeting with AI executives as soon as next week, per Reuters.

[Rev. Biggus 'Bird' Tickus @RareVerend]

@PauloMacro Crude version of Baudrillard's hyperreal

Reality in the oil markets ceased to have any meaningful referential

[Rev. Biggus 'Bird' Tickus @RareVerend]

@KobeissiLetter Well that's ironic

[Rev. Biggus 'Bird' Tickus @RareVerend]

@imetatronink @DeItaone @grok check Farce News Agency perhaps

[Rev. Biggus 'Bird' Tickus @RareVerend]

@Tyler_Durden77 @SullyCNBC It was no organic uprising, either.

[Global Markets Investor @GlobalMktObserv]

‼️The wealthiest Americans have never dominated consumer spending to this extent:

The top 10% of US earners now account for a record 49% of all consumer spending, up +13 percentage points over the last 30 years.

By comparison, the bottom 80% of earners account for just 37% of total consumer expenditures, down -11 percentage points since 1995.

In other words, ~28 million Americans are driving nearly half of all consumer spending, while 221 million Americans account for just 37%.

Given that personal consumer expenditures account for 68% of total US economic output, the top 10% now effectively drive a record 33% of US GDP.

At the same time, the bottom 80% account for just 25% of the economy.

The US consumer economy has never been so uneven.

[Cassandra Unchained @michaeljburry]

Adjusted for inflation, the SpaceX, Anthropic and OpenAI IPOS will raise as much or more than the 300 internet and TMT IPOs did in 2000.
$SPCX #Anthropic #chatGPT #SpaceX #openai

[Rev. Biggus 'Bird' Tickus @RareVerend]

@RnaudBertrand Wow, an actual neanderthal!

[Rev. Biggus 'Bird' Tickus @RareVerend]

@prageru They are telling you what they are doing in real time, and they leave you with one conclusion

Can't help themselves 😜

[Rev. Biggus 'Bird' Tickus @RareVerend]

@Chris_arnade Meet you there. There's a good place for latin eating right near your starting point! Can't say much for the destination though 😄

[Jeffrey Currie 🆔++ @CommodMkt]

@robin_j_brooks your comments below reveal a profound lack of understanding of the oil market. Commodity futures price inventory, NOT expectations. That isn't ideology; it's a fact grounded in the economics of carry.

The Brent price in your graph is not a risk anyone can actually hold — it's a spot contract stitched together at each expiry. In normal times that's a fair proxy; these are not normal times. Construct a series an investor could truly hold — a rolled BCOM index, or the USO ETF — and the picture inverts: it slopes hard up and to the right, consistent with the largest supply shock in history.

USO keeps climbing because the shortage is showing up in the futures curve — not in the headline price on the screen. The carry pays an investor nearly 50% a year, even if the price of oil never moves.

The SPR was drawn down before commercial inventories — when it is normally the other way round. Strategic stocks are meant to be the last line of defence, not the first, but this time Washington spent them first, managing headlines not risk.

When you have no crude in storage, THEN and only then will the spot price move to a level to destroy demand. I have no idea if it is 150, or 200, or 250. The observed indication from Asia is ~200.

[Rev. Biggus 'Bird' Tickus @RareVerend]

In what world are we living: 'Hormuz will open simply because we need it to'

[Brian Sozzi @BrianSozzi]

JP Morgan on oil prices/Strait of Hormuz:

"A core assumption of our framework is that the accelerating pace of oil inventory depletion will ultimately force the reopening of the Strait of Hormuz, one way or another. Our base case envisions the Strait reopens in June—anchored on June 1 for simplicity—following a clear and credible announcement ratified and confirmed by both sides, such as a statement from the UN Security Council."

[Rev. Biggus 'Bird' Tickus @RareVerend]

@Tyler_Durden77 @DeItaone This is hogwash

[Rev. Biggus 'Bird' Tickus @RareVerend]

Honeywell $HON chart and option play

https://t.co/zZbsAeTsBG

[Rev. Biggus 'Bird' Tickus @RareVerend]

This week's options plays, including $HON $C and $COIN

Unique strikes for the summer as well! Link in bio

[Rev. Biggus 'Bird' Tickus @RareVerend]

@bdomenech I'm more interested to know how the teenage mom had a kid but ended up with a quarter million to spare

[Paulo Macro @PauloMacro]

I remember when ‘perception’ was ‘eyeballs’ but ‘fundamental reality’ was hyperbolic growth in fiber and network gear demand where the order book was insatiable for a world-altering technology. There was no catalyst on 24 March 2000. It just stopped getting bigger, for no reason, that day.

This is just a lack of experience talking, but we all get there eventually when we have lived thru a really epic one

[fejau @fejau_inc]

I feel like not enough attention was paid to the recent JOLTs data and the cratering in business service jobs openings 👀

[Rev. Biggus 'Bird' Tickus @RareVerend]

@BurggrabenH What savings

[Arnaud Bertrand @RnaudBertrand]

Probably the funniest graph ever published by the FT: our 3 possible futures are either 1) infinite wealth and abundance, 2) human extinction or 3) 0.2% faster GDP growth 🤣