JULIAN WAYSER

entangled quantumly with George Eliot, among others

[JULIAN WAYSER @VIKINGMASS]

@LobsterFinance @soakedcrumpets The market fundamentally disagrees with you on the price of oil.

You are self-admittedly a novice in the commodities, bonds, & options markets.

Maybe consider your own blind spots before charging people money for your incomplete views?

[JULIAN WAYSER @VIKINGMASS]

@DaveHcontrarian @SJones67581 @pocono2455 @k_valancius @Caz1177 @LeksandsIF1 @TheAdvanta16839 @MarcinS55107928 @goldsurfer2020 @Pat_Vierra Yes I can absolutely feel that. I am fighting my own instincts right now, am going to turn off the screen & be productive elsewhere.

[JULIAN WAYSER @VIKINGMASS]

@DaveHcontrarian @SJones67581 @pocono2455 @k_valancius @Caz1177 @LeksandsIF1 @TheAdvanta16839 @MarcinS55107928 @goldsurfer2020 @Pat_Vierra Looking at the 1 year chart — maybe I’m missing something. Seems like a breakdown but I’m genuinely glad you don’t see it that way! I feel like capitulating the position so hopefully that’s close to the bottom haha

[JULIAN WAYSER @VIKINGMASS]

@DaveHcontrarian @SJones67581 @pocono2455 @k_valancius @Caz1177 @LeksandsIF1 @TheAdvanta16839 @MarcinS55107928 @goldsurfer2020 @Pat_Vierra The silver chart looks completely broken down, unfortunately. Huge air pocket. What a crazy reaction to the jobs report

[JULIAN WAYSER @VIKINGMASS]

@BowTiedLobster @GavMcCracken This is a truly dumb statement

[JULIAN WAYSER @VIKINGMASS]

@luis_garci71455 @InvestingAddict Btw, I forgot to ask: would you mind sharing a few of your favorite tickers? The stuff you’d be OK with accepting the drawdowns on

[JULIAN WAYSER @VIKINGMASS]

@soakedcrumpets @LobsterFinance Russia, USA, Venezuela, etc etc etc.

Plus demand destruction on top.

https://t.co/wikt5FlwUB

[JULIAN WAYSER @VIKINGMASS]

@luis_garci71455 @InvestingAddict @RemindMeBot ping me in 8 months

[JULIAN WAYSER @VIKINGMASS]

@luis_garci71455 @InvestingAddict bookmarked. Will check in on you in 8 months…

[JULIAN WAYSER @VIKINGMASS]

@osclitos You got extremely served up in the comments lmao

[JULIAN WAYSER @VIKINGMASS]

@BowTiedLobster Warsh will find rate cuts in 2026. Oil is a short from here & AI is absolutely deflationary.

Please be my counterparty

[JULIAN WAYSER @VIKINGMASS]

@rickjeff78 5 is true. But you’re way early on the rest.

I think you have a humiliation fetish

[JULIAN WAYSER @VIKINGMASS]

@davevermilion @RDR8ER I want to pay for this list! I like ABBV, BMY…

[JULIAN WAYSER @VIKINGMASS]

@luis_garci71455 @InvestingAddict There is absolutely a crash coming. Not yet but probably in next 6-8 months. Sounds like you’re willing to absorb 80% drawdowns without selling. I wish you all the best with that plan

[JULIAN WAYSER @VIKINGMASS]

@BowTiedLobster @0xbigmikey Don’t worry, we know.

[JULIAN WAYSER @VIKINGMASS]

@notabigdeal111 @Z06Z07 I guess I just think the industrial aspect of it has tailwinds with all this infrastructure spend. Feels like it trades with risk-on & if SPY cracks 8k, silver might hit 90 again

[JULIAN WAYSER @VIKINGMASS]

@notabigdeal111 @Z06Z07 Maybe I shouldn’t be long all the metals on leverage here 🤣

[JULIAN WAYSER @VIKINGMASS]

@LobsterFinance Again, this is when you posted 2/20. Keep the goalposts where they were.