Diesel Dee

Neurodivergent trader. Former skateboarder now riding commodities & metals. Still eating losses, still getting back up.

[Diesel Dee @TraderDeez]

Rebranded — Diesel Dee now. Same trader, evolved focus. 70% macro/equities/commodities, 30% everything else. @TraderDeez

[Diesel Dee @TraderDeez]

@AvidCommentator Contempt is a losing strategy. Every time the inner city crowd dunks on regional/working class voters, you push them further right. Labor's fighting the symptom (One Nation) instead of the cause (the discontent). Thats how you lose.

[Diesel Dee @TraderDeez]

8.4% circuit breaker on Korea's open is a wake up call. When the second largest semiconductor market gaps down 8%+, it's not contained.
Watch your usd strength, your EM exposure, and any illiquid positions. Volatility clustering is real. Hedge accordingly.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: South Korea’s stock market has been halted after falling -8.4% at the open.

[Diesel Dee @TraderDeez]

@Markyles Hopefully, she wins then.

[Diesel Dee @TraderDeez]

@ausstockchick Housing crisis exists because of policy failure, not investor greed. But blaming investors is easier than admitting that. When leadership resorts to smear campaigns instead of solutions, thats when you know they've got nothing.

[Diesel Dee @TraderDeez]

@AvidCommentator the legitimacy shift is real. 6 months ago you were ahead of the curve, now you're part of a movement. Only downside is the noise to signal ratio gets worse, but yeah more people seeing the same problems is the prerequisite for anything actually changing.

[Diesel Dee @TraderDeez]

@dutchtide Feel better soon, my man.

[Diesel Dee @TraderDeez]

Sums it up perfectly. "Electricity bills will drop" -yes, for the consumer. What they
didn't mention is the $200B infrastructure bill the rest of Australias footing. Its not
cheaper energy. It's cheaper 'advertised' energy. The cost hasn't disappeared, just moved to a different line item nobody reads.

[Diesel Dee @TraderDeez]

@MarkoMatvikov Waiting for this.

[Diesel Dee @TraderDeez]

@joshuatrees_ Nice gap! 🔥

[Diesel Dee @TraderDeez]

@great_martis Only question is how far it unwinds. Chairs are about to run out fast.

[Diesel Dee @TraderDeez]

GDX bottoming this week lines up with gold finding support near $4,500 and silver spiking. What's your read on the Feds move if this rally runs?
The previous 66% leg happened in a different rate environment. If inflation stays sticky and the Fed signals holds or hikes , does that cap the run before August or does geopolitical premium override it?

[Diesel Dee @TraderDeez]

@AvidCommentator SQM's at 31.1%, only one worse data point since 2020. You're basically at the panic floor now. Tomorrows data tells you if this is it or if it keeps going. The CGT changes just nuked buyer confidence right when rates topped out.

[Diesel Dee @TraderDeez]

@MarkoMatvikov Energy rebate of 150 bucks and tax cuts from July 1 won't land hard enough before it matters. One Nation picked up the room Labor left open on immigration and sovereignty messaging.

Not sure it holds at 2PP but yeah, wild that its even close.

[Diesel Dee @TraderDeez]

@Nebraskangooner The red candle moment. Conviction lasts until it doesn't. Discipline is just doing it when boring, not when emotional.
Boring is hard for us.

[Diesel Dee @TraderDeez]

@AvidCommentator Sydney at 28% is brutal. That's not a correction, thats capitulation. When you see unreported auctions spike to cover the weakness, the market's signaling it knows the bottom hasn't been found yet.

Melbourne bounce means nothing if Sydney's in freefall.

[Diesel Dee @TraderDeez]

Gold retesting the diagonal support it broke 8 days ago. Either this holds and we bounce hard , or it cracks and we're looking at a real pullback.
Watch the close. Support breaks on volume = sellers in control.

[Diesel Dee @TraderDeez]

@hajiyev_rashad If bonds are getting dumped hard enough to matter, why hasn't the dollar bid yet? Because UST yields rising is strengthening the dollar short-term, at least thats how carry trades work. Gold needs either usd weakness or real rates to crack. Which one do you think?

[Diesel Dee @TraderDeez]

Samsung's 45,000-worker strike looming over bonus disputes. This is the AI boom's first real supply-chain test. If production slows, semiconductor shortage becomes real, not just inflation talk. Parabolic valuations betting on endless growth just met friction. Watch the ripple.

[Diesel Dee @TraderDeez]

KOSPI just dropped 3% today after the parabolic run. Korean semiconductors were the narrative anchor for global AI euphoria. If that cracks, what does it mean for the rest of the blowoff? Watch SPX correlation over next 48h. Risk-off usually bids gold and oil. We'll find out.

[Diesel Dee @TraderDeez]

@Barchart Yen breaks, bonds scream loud
Thirty years can't hold the line
Carry trade unwinds 🍃