Tungsten CFO

Junior Commodity Trading Adviser

[Tungsten CFO @TungstenOre]

I’m currently ranked 9th in @tradingview ‘The Leap, competition. You can join here: https://t.co/T51mAIcMuP

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 President says it's "time to audit" Fort Knox's $667 billion gold reserves.

[Boring_Business @BoringBiz_]

The President of the United States is telling you to look at your 401K with pictures of a rocket ship and you are bearish?

[Martin Shkreli @MartinShkreli]

@allquantor so what

[Tungsten CFO @TungstenOre]

@DavidLe76335983 "We aren't beholden to the bond market vigilantes"

[Tungsten CFO @TungstenOre]

@btcjvs How else are you monetising other than buying puts on gilts ?

[unusual_whales @unusual_whales]

BREAKING: Trump has said: The whole world has become somewhat of a casino

[Boring_Business @BoringBiz_]

Steve Schwarzman, founder of Blackstone, on how he landed his first job on Wall Street

Simpler times back in the day

[Simon Dixon @SimonDixonTwitt]

If you’ve been following me, you’ll know I said early on: any deal would need an economic layer tied to the Strait of Hormuz.

In Panama, a BlackRock-led consortium moved to acquire control of ports at both ends of the canal, along with a wider network of ports across multiple countries.

It was Trump’s gift to the financial industrial complex.

Because in the U.S., the public funds the conflict through debt.

But the upside flows through private markets onto the balance sheets of asset managers.

BlackRock doesn’t need to “own the Strait.”

It just needs exposure to the assets that monetise it.

Energy:

– ExxonMobil
– Chevron
– Shell

Shipping & Trade:

– Maersk
– MSC (private)
– COSCO

Infrastructure & Ports:

– Hutchison Ports

– DP World

– Global Infrastructure Partners (BlackRock)

Meanwhile, Iran and Oman are far more likely to embed the upside into state-linked revenues or sovereign-wealth funds.

In the US the structure is:

– The public pays

– Private capital captures global upside

– Regional states hold direct control

Trump works for FIC.

It’s called asset stripping.

Watch this space. 👀

[Financelot @FinanceLancelot]

"Why doesn't anyone recommend Chinese going to Canada?" 🇨🇦

"And the response was, well, would you recommend someone going to India?"

[zerohedge @zerohedge]

Turkey has sold 6 years worth of accumulated gold in 3 weeks: Erdogan has dumped a shocking 120 tons of gold (almost $20BN) since the war started, and 70 tons last week.

It's amazing gold is not much lower, and begs the question: who is buying all the gold Turkey is selling?

[Tungsten CFO @TungstenOre]

@Kalshi From what I’ve read, insiders’ needed a liquidity event to offload shares before the AI bubble pops, retail are gobbling up as exit liquidity…

[zerohedge @zerohedge]

Britain Once Led The World. What Happened? https://t.co/CFsQI9Ha3p

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Gold prices are now on track for their largest weekly decline since 1983, down -11.2%.

[Tungsten CFO @TungstenOre]

The art of being facetious

[VBL’s Ghost @Sorenthek]

Things are getting really stupid now.

[Tungsten CFO @TungstenOre]

@LongTplexTrader I’ve had interviews at 3/8 of the category 1 LME, in the last 6 months members and at fast markets (price reporting agency- for metals) was told they pretty much hire 1 person a year - in most cases a nepo hire

[VBL’s Ghost @Sorenthek]

Economic nationalism aka mercantilism aka- make them pay (bullish silver as a nickel byproduct)

[TF Metals Report @TFMetals]

All sorts of legitimate "price discovery" going on here. Yes, that's $1.65 taken out in under two minutes during one of most illiquid periods of the day.

[John Kennedy @SenJohnKennedy]

President Trump is absolutely right.

The U.K. is showing WEAKNESS to China by giving away the Chagos Islands—which have an AMERICAN MILITARY BASE on them—all because Prime Minister Starmer feels guilty about his country’s history.

[Tungsten CFO @TungstenOre]

@DarioCpx Rate cuts are historically bullish for supporting higher gold prices

[VBL’s Ghost @Sorenthek]

If China owns its gold through its people, and United States of America is now investing in corporations it deems are important to the US existence, aka corporatism.. and gold is important to the US existence, then the United States is deputizing companies to buy gold either directly on its behalf or for the benefit of the United States in the long run as held in the corporal body. That means tether, JP Morgan, other select banks are the US sovereign wealth fund accumulating gold. We are hedging our own debasement that has yet to come.
In summary, the United States owns gold through its corporations just as the Chinese own gold through their people.
Eventually, with inflation raging 15% and a global reset of sorts underway visually, you’ll get offered tether back to gold coins because you won’t be able to afford Gold any other way at that point .