@messedupfoods Perhaps restaurants in the USA should start paying their employees a decent salary. It really shouldn’t be the customer’s or guest’s job to do that — except maybe when they receive truly excellent service. It’s a very strange system IMO
@Keir_Starmer Perhaps it's time to rethink your immigration strategy?
1) Not all cultures are compatible with European culture
2) Natives should remain the majority
3) Criminals should be deported
4) Illegal immigration should not be tolerated
5) Protect the border-choose wisely who you let in
Paul Tudor Jones opens a fireside chat with Druckenmiller by admitting one of his biggest mistakes:
"after the crash of '87, i was so worried about debt to GDP that it caused me to be short the stock market for the entire decade of the nineties."
an entire decade. one of the greatest bull markets in history. and one of the greatest traders alive sat short through the whole thing because of a macro obsession.
then Druckenmiller adds his own version:
"the one rule i had for thirty years of trading was never let my obsession with the debt interfere with my trading. because it never had market impact."
"and then i looked at the numbers and i threw out my playbook."
two of the best macro traders ever, both admitting that the hardest part of their career has been separating what they believe should happen from what the market actually does. until the math finally forces you to act.
@badcharts1 I like your work, Patrick, but you sound like in late summer 2025 - you probably scared most of your subs out of their longs right before the rally went crazy. Maybe u should fine-tune ur method to really ride strong trends and not just the beginning in low risk setups
@visual_analyst@Smart_Money Ja, bin kein Fan der Banken - die Schweiz ist zum Glück ein Land von Klein- und mittelgrossen Firmen, die oft in Familienhand sind, innovativ und hart arbeiten. Internationale Grossbanken gibt es ja eigentlich nur noch die UBS. Aber vieles läuft natürlich auch nicht so gut hier..
@visual_analyst@Smart_Money Du verwechselst einiges-das alte Bankgeheimnis gibt’s nicht mehr. Die Schweiz hat eines der strengsten Steuer- und Transparenzgesetze weltweit. Steuerwettbewerb zwischen den Kantonen hält die Steuern tief,fördert Effizienz und ist hochsozial-weniger Staat, mehr Wohlstand für alle
Silver miners relative to gold miners appear to be on the verge of a significant breakout.
It doesn’t take a mathematician to recognize what happens when a business is selling metal for $75/oz while production costs remain closer to $15–20/oz.
These are the strongest margins this industry has ever experienced.
https://t.co/S7emky0bKp
Mining companies today are generating the largest profit margins of any sector in the global economy by far.
Much of the market remains asleep and still analyzes mining through an outdated framework from decades ago.
To be clear:
Miners today are producing profit margins nearly double those of tech companies.
At current metal prices, this environment is absolute nirvana for well-run mining businesses.
https://t.co/rRpQ7qqZ5H
@RealRickRule Two main reasons in my opinion, since the political leadership here is not much better than elsewhere: 1) Direct democracy - the people always have the last word on important decisions, 2) Federalism, which creates governmental/tax competition among the 26 cantons/states
And again:
Algos dumped precious metals on hotter-than-expected inflation data.
Then smart money stepped in and bought the dip once again.
Silver now pushing toward $90/oz.
Welcome to an unhinged inflationary era.
Game on.
https://t.co/tvt7jkZIzf
@MerlijnTrader Who is collaborating with the incapable SPD socialists? Who is making the debt curve going even more vertical? Who is not reversing the energy mistakes? Nice words, no actions I would say…
@NorthstarCharts That said, your current big picture charts are right again (super charts), but your trading advice most likely wrong again. Trading signals are pointing upwards
@NorthstarCharts I really love your charts — they’re super useful when applied correctly.
That said, back in 2023-25 your messaging was often more cautious/undecided (“not the real move yet”), even while sharing some strong bullish big-picture charts. Great visuals, but the trading advice was off
The US is pouring more capital into AI data centers in 6 years (~$930B) than the inflation-adjusted cost of the Marshall Plan, Apollo, Manhattan Project, and the Interstate Highway System — combined.
Meanwhile: AI ≈ 45% of the S&P. Energy ≈ 4%.
Everyone is overweight the thing that needs power. Underweight the power.
H/T @ekwufinance
Oops.
I was told the silver bubble burst two months ago and that it was never coming back.
That view failed to understand a simple reality:
Commodities never peak when structural demand is rising while both current and future supply remain heavily constrained.
Classic misunderstanding of a long neglected sector of the market.
Game on.
https://t.co/nAGNGVOt7p