trying to tweet

nerd

[trying to tweet @accidentalJD]

The dump in miners is interesting. Shows me they are still hated despite spending a year repairing balance sheets and returning $$ to shareholders. Opportunity in my opinion. Maybe not over the next week, month, but what has changed in thesis that makes them a bad buy here?

[trying to tweet @accidentalJD]

The gold thesis in the short run has gotten more complicated as a rate hike becomes more and mkre likely.

[zerohedge @zerohedge]

US nonfarm payrolls 172K, Exp. 88K, above highest estimate

[trying to tweet @accidentalJD]

@TCW_CAP @PeterSchiff @saylor lol

[trying to tweet @accidentalJD]

@TCW_CAP @PeterSchiff @saylor I think there is an issue here- nation states, at least serious ones, won’t invest in something 1 person has so much control over- so what’s the next story for Bitcoin? Saylor can’t really sell his Bitcoin (proven here) so what’s his Bitcoin really worth? Price - 20%?

[Lobo Tiggre @duediligenceguy]

All that freshly-printed money's gotta go somewhere...

Boy am I glad I've never tried to short the US markets, no matter how richly they seemed to deserve it!

[trying to tweet @accidentalJD]

@adamtaggart I’m a gold guy but SP500 gives you some diversification. None of the others do.

[trying to tweet @accidentalJD]

@MKnight_1984 Liquidity meter

[trying to tweet @accidentalJD]

@MKnight_1984 If you’re geographically bond by discipline… and KSM fits your georgraphy… why not

[trying to tweet @accidentalJD]

@judyshel Judy how we feeling about gold backed bonds? Good?

[trying to tweet @accidentalJD]

@QTRResearch @saylor @PeterSchiff Saylor doesn’t have the temperament for it

[trying to tweet @accidentalJD]

@leadlagreport lol we got another 1,000 to go down before we reach your original “gold is fucked”

[Michael Knight @MKnight_1984]

"These companies need growth. They need reserve replacement. Every year they mine ounces, they have to replace those ounces. At some point boards will face pressure to do deals. That is why I think M&A becomes a bigger story from here."

[trying to tweet @accidentalJD]

@SS53611912 @LawrenceLepard @theswansjr No crying. We can see where we are in a year or two.

[MINING.COM @mining]

Hycroft mine in Nevada assessed $10B value, 51-year life https://t.co/tuBD7KEcmz

[trying to tweet @accidentalJD]

@LoganMohtashami Eventually everything will go down- wise words

[MINING.COM @mining]

Copper price: Goldman, Citi make bullish calls on supply woes https://t.co/C2APPgo3Ts

[trying to tweet @accidentalJD]

@LawrenceLepard @theswansjr Larry, big fan and agree with you on Bitcoin- but you stand on the wrong side of history every time you stick up for Saylor. It’s not hard to see.

[Conor Sen @conorsen]

Professional/business services job openings surged — at least while the AI capex boom is going on there isn’t going to be mass labor disruption (kind of by definition):

[Conor Sen @conorsen]

It’s fine to be mega bullish or bearish on AI stocks, you do you, but the late ‘90s comp here is semiconductor stocks, not the Nasdaq. This cycle isn’t about $AAPL or $COST.

[trying to tweet @accidentalJD]

@judyshel Hey Judy, how are you feeling about your July 4th prediction? Fingers crossed

[trying to tweet @accidentalJD]

@thinkingcrypto @GerberKawasaki Difference between a “rug pull” and bull market correction… and a reserve being sold…. Bitcoin has no energy or momentum