Vulture of Wallstreet

One asset's bust is another's boom. There's always opportunities if one knows where to look.

[Vulture of Wallstreet @Vulturewallst]

Current Holdings

[Vulture of Wallstreet @Vulturewallst]

@JoshYoung Yields:

[Vulture of Wallstreet @Vulturewallst]

@leevalueroach Its called efficient market theory

[Vulture of Wallstreet @Vulturewallst]

@philippilk Such a glut they need to release more spr barrels

https://t.co/pl8RH24d1O

[The Hormuz Letter @HormuzLetter]

BREAKING: Trump administration offers a release of up to 40 million barrels from the Strategic Petroleum Reserve.

The SPR sits at 283.8 million barrels, the lowest since 1983, leaving about 31 million above the congressional minimum of 252.4 million. The US is offering to release more than it has room for.

The offer comes despite Trump and US officials claiming flows through the Strait of Hormuz have surged to above pre-war levels.

[Vulture of Wallstreet @Vulturewallst]

@LambDownUnder And dont forget taxes

[Vulture of Wallstreet @Vulturewallst]

@DarioCpx Funny to see how mad people get in the comments about commodities being cyclical.

[Vulture of Wallstreet @Vulturewallst]

@thesilverhermit "...the Fed will have no choice but to intervene and renew QE..."

Yes, but who says that needs to happen now, and not at 5,5%, 6% or 7%.

[Vulture of Wallstreet @Vulturewallst]

@JoshYoung Those who payed the 100k early tweet access are getting their money worth.

[Vulture of Wallstreet @Vulturewallst]

@HormuzLetter @DeItaone Those who payed the 100k for early tweet access are making bank.

[Vulture of Wallstreet @Vulturewallst]

@ThierryBorgeat 6,9% minus taxes and inflation. Merry christmas

[Vulture of Wallstreet @Vulturewallst]

@zerohedge They are probably looking to offload. Just sayin

[Vulture of Wallstreet @Vulturewallst]

@PrognosticApex Everyone bearish dollar, but bearish vs what. DXY is heavily weighted vs worse of currencies. Cleanest dirty shirt. Going higher with energy and yields.

[Vulture of Wallstreet @Vulturewallst]

@Lemonface999 @PrognosticApex @realTimHack @finding_finance Sounds good. I wish you good luck.

[Vulture of Wallstreet @Vulturewallst]

@ValueSeeker_ Copper is way above avg AISC, and i think riding the tailwind of the AI trade. Yields continuing might put pressure on it.

[Vulture of Wallstreet @Vulturewallst]

I agree. Holding some pm equities would probably smooth out some volatility for the portfolio, but also possibly detract some of the potential return.

I am also very concentrated on energy and agri, but the volatility has been intense lately. As the portfolio gets bigger i must admit it takes more of a toll mentally.

Btw, Iron ore and lumber is starting to look interesting aswell. What do you think ?

[Vulture of Wallstreet @Vulturewallst]

@ValueSeeker_ Yes, if i owned miners already i would not sell. But piling into them now vs energy and agri i think is a mistake.