Trader H

Deep value investor focused on the capital cycle. Truth Seeker. Global Citizen. Personal views only. #Commodities #Energy #Metals

[Trader H @Trader_H1]

Precious metals and miners exhibiting an attractive technical setup and a stronger fundamental story given the deteriorating loss of trust across central banks and western governments.
#GOLD #Silver

[Mr. Nobody @MmisterNobody]

8 billion people watching 100 people rule and destroy the world is wild.

[Ben Rickert @Ben__Rickert]

Real estate prices are inversely correlated to rising bond yields. In some parts of the European countryside homes sell for the price of a used car. This will spread to cities into the future as birthrates decline and demographics remain unfavorable.

[Ben Rickert @Ben__Rickert]

Gold will peak in 2032.

[Capitalist Exploits @capitalistexp]

Stop Believing Politicians and understand molecules

Trump announced the Strait of Hormuz is "completely open" tomorrow and — right on cue — told you gas will be $2.50 by Friday, Monday at the latest.

It won't be. Oil doesn't teleport.

Tankers aren't Uber. A ship that held position or rerouted during a chokepoint crisis doesn't just turn around because someone said "open." Aside from the obvious fact, which is that this is what...the 20th time that "the Iranians are desperate for a deal". Meaning no shipper is currently changing course right now.

Additionally. Insurers need to reprice war risk. Laden VLCCs take one to two weeks to reach Asia, three to four weeks to reach the US Gulf Coast. "Open tomorrow" means barrels start moving tomorrow (again caveat being who believes this clown anymore) — not that they land in your tank by Friday.

Most Hormuz crude was never headed to Americans anyway. The bulk of it flows to Asia and Europe. If USD local pump price wasn't driven by a US-bound Hormuz shortage, reopening the strait doesn't magically reroute that oil into American refineries.

Refineries, not oil fields, set your gas price. Crude is the raw ingredient. Refineries turn it into something you can burn. If refining capacity is tight — maintenance season, outages, damage — cheaper crude sitting offshore does nothing for you. The bottleneck isn't the well. It's the plant.

Gas prices go up like a rocket, down like a feather. This isn't folklore — it's a documented pattern. Retailers don't dump inventory they bought high just because crude futures moved. Taxes, distribution, and margin stack on top regardless of what crude does.

Do the math on the timeline. Hitting a flat $2.50 nationally in two to five days would require an instant full-magnitude crude crash, zero shipping lag, zero refining bottleneck, and immediate 100% retail pass-through. Even the worst crude crashes in modern history — 2014, April 2020 — took months to fully hit the pump. And those didn't have a chokepoint remobilization lag stacked on top.

Could the reopening ease prices eventually? Sure — directionally, over months, maybe. A specific number by a specific day this week? That's such embarrassing nonsense any thinking man should treat it with the disdain it deserves.

Fill your tank on your own schedule. Ignore these clowns

[Michael Yon: Callsign BIG HONEY @Michael_Yon]

Iran is hammering away at “Israel’s” support bases in the region. Meaning US forces, and the Gulf States. Iran likely will attack water infrastructure soon. Desalinization, etc. This will advance a Zionist goal of creating massive famines.

If Iran succeeds against puppet US forces and Gulf States, Iran can concentrate on Israel. If this comes to pass — and this is the direction at the moment — Israel will be left naked against more local challengers such as Turkey.

No telling how this unfolds. Zionists are working hard to create massive famines and are gaining ground on that intermediate goal.

This is World War III. Cooking and growing. How this goes, nobody knows. Will Israel still exist as a political nation-state in ten years? Fools know the answer. Others must wait to see.

[Trader H @Trader_H1]

Buy what's cheap (less popular), sell what's expensive (most popular). Theory versus practice are two different things.

[raiden @raidenfomo]

THE MAN WHO TURNED $10,000 INTO $8 MILLION EXPLAINS IN 7 MINUTES WHY MOST PEOPLE NEVER GET RICH

his name is Joel Greenblatt, one of the best investors of the last 30 years. no motivation talk, no "believe in yourself". two facts, and you'll never think about money the same way

fact one. the best fund of the 2000s made 18% a year. the ordinary people who put their money in it LOST 11% a year. same fund. they panicked on every dip, came back after every rise. the fund was right. their nerves weren't

fact two. the S&P 500, the thing everyone calls the safest investment on earth, automatically buys more of what's already too expensive. the "safest" instrument in the world makes the same mistake scared people make. nobody at your bank will say this out loud

the market never took anyone's money. people hand it over themselves, at the worst possible moment

watch the 7 minutes before you invest a single dollar anywhere. it will save you more than any advisor ever will ↓

[In Gold We Trust @IGWTreport]

The 1970s silver bull ran 38.9x. This one is up 3.5x.

Same chart, two runs, each indexed from its own starting point. The dark line is November 1971 to January 1980. The gold line starts October 2023 and has not finished.

In 2025 silver delivered its strongest yr since 1979, up 146.8%. It broke USD 100 for the first time in January 2026, then corrected to around USD 75 after the Iran war.

An analog is not a forecast. But the shape of the last one is worth knowing.

[Energy Burrito™️ @energyburrito]

@grok or X took down 6 posts asking this question.

How many barrels of oil has the @iea been off since 2015.

I forced the app to admit this

The @IEA has missed global oil demand for 18 straight years.
Cumulative error: over 1 billion barrels off in aggregate since 2015 consistently underestimating real demand while over-weighting renewables and EV impacts.
This distorts policy and investment.

Love,
Burrito

[Energy Burrito™️ @energyburrito]

It’s open!
Right‽
Guys???

[Capitalist Exploits @capitalistexp]

The awakening continues

[Ben Rickert @Ben__Rickert]

Ignore these mainstream mafia hit pieces on gold. The fundamentals are still in place. Nothing has changed. Currency debasement is accelerating. Investor sentiment is at its lowest levels and that is when the bottom is almost in. Then the secular bull market will continue.

[Eric Nuttall @ericnuttall]

Global oil inventories are at their lowest seasonal point in recorded history, the US SPR is at its lowest level since the early 80's, the 2027 WTI strip is back in the "red zone" for US shale, restocking demand = +0.4MM Bbl/d for the next 3 years, oil price induced recessionary fears are no more, Chinese SPR buying should be resuming, Iran is fully in control of the Strait and likely to restrict flows, ME productive capacity damage will become more visible over the next few months, Cushing is basically at tank bottoms, Strait of Hormuz export volumes likely impaired forever, energy stocks are discounting ~$60WT, Brent short interest is at its ~ highest level in history,...and you want to be bearish???

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

Energy doesn't move with the market. It moves against it. And that's exactly why you want it.

Look at energy's performance versus the S&P 500 over 35 years. It doesn't drift. It swings in long secular waves. Nine years up. Nine years down. Then twelve years down. Each leg lasting the better part of a decade.

The last bottom was 2020. Energy had been left for dead, written off as a melting ice cube while everyone crowded into tech.

Now look at the right edge. A major, high-momentum breakout in oil stocks, and by the look of these cycles, just the start of a new secular outperformance run.

Here's the part that matters for a portfolio. Energy and tech rarely lead at the same time. Their drivers point in opposite directions. So when one finally rolls over, the other is often just getting started.

That's not a trade. That's a reason to always own some.

[Kirk Lubimov @KirkLubimov]

Since Q1 2025, over 85k Canadian citizens & PRs left Canada.
Net numbers.

Their demographics:

>67% of the are 20-44 year olds.
>3x more likely to be in Sciences than avg population.
>31.1% have a masters degree.
>61.4% left to the US.

Talent isn't counting on photo ops.

[Troll Football @TrollFootball]

Egypt against New Zealand

[Jeremy @jeremyct]

My mom paid off her house in 2003.

Thought that was it. Thought she was done. Thought it was finally hers.

Property taxes were $1,800 a year back then.

She’s retired now. Fixed income. Same house. Same neighborhood.

Property taxes are $24,000 a year.

That’s $2,000 a month.

On a house she already paid for.

She’s 71 years old and the government sends her a bill every year just to stay in her own home.

You never really own anything in America.

You just make payments to a different landlord.

[Ben Rickert @Ben__Rickert]

Relax, these price declines are normal in bull markets. It's nothing to panic about. It repeats in history all the time and recovers exponentially.

[Terry Lynch @terrybali]

More millionaires will be made in mining and commodities over the next 5 years than in AI.

I know that sounds wild. Hear me out.

AI runs on copper, nickel, lithium, uranium. Every datacenter, every robot, every EV.

The catch: we haven't sanctioned a major copper mine in over a decade. Discovery curves are flat. Discovery to production takes 15+ years.

Exploding demand meeting structurally constrained supply. Textbook setup for a generational commodities bull run.

AI gets the headlines.
The shovels get the returns.

Full conversation: https://t.co/icf4kdliTS

[Ben Rickert @Ben__Rickert]

The downfall of the west explained.

[Asuka @asuka_aryan]

Israel will bleed the U.S. dry of resources in order to secure Israeli hegemony in the Middle East and in order to prepare for the next stage of a larger plan.

Israel will at some point no longer require the U.S. military for support, when that happens Israel / the Jews will use the Democrat party to finish off the demographic death of the U.S. via open borders and mass migration. The U.S. economy will collapse to a new low (the presence of enormous hordes of unproductive third world "people" and possibly also Civil War will do this).

At that point Israel will become the global hegemonic power (they already are by proxy but this will become absolute and more obvious).

Israel will use this hegemonic power to flood White nations with random assorted browns until Whites face total physical extermination as is already happening in South Africa.