Aszenis

Digital transformation, #aviation, #finance, #FIRE, art, running. Posts in English & some in Spanish.

[Aszenis @aszenis]

Wall Street puts a number on your stock. You believe it. Should you?

A Harvard study tracked 100,000 price targets. Only 1 in 4 hit their mark by the deadline.

We broke down why — and what we actually do with these numbers.

https://t.co/PJpvbVNJDi

[Tansu Yegen @TansuYegen]

China just turned a stomach exam into an 8 minute swallowable ai capsule, no tubes, no anesthesia, about $280 to get checked 🧪

[Aszenis @aszenis]

@NorthstarCharts Not just the dollar — price it in euros, yen or sterling and you get the same chart. The debasement is global and likely coordinated. Which makes a long-term mortgage one of the greatest hedges ordinary people have access to. Solvency is the only condition.

[Chase @0xChaseTM]

The most important video a trader can watch

"Nassim Taleb - Kelly's original paper"

It's only 8 minutes. Quants built entire careers on it

The formula is public:

f* = (b×p − q) / b

f* — % of bankroll to bet
b — payout odds
p — probability of winning
q — probability of loss (1 − p)

bookmark and watch it tonight

[Aszenis @aszenis]

@NorthstarCharts Breakout confirmed above the 1998–2000 floor. If this holds, the ratio has a lot of catching up to do. Miners were priced for destruction; that thesis is breaking down.

[Aszenis @aszenis]

An options trader shared 4 rules for buying stock #options. Simple, not perfect, but it removes the most common mistakes before you even place the trade. Worth reading if you’re just starting. https://t.co/pbwigOVdg6

[Aszenis @aszenis]

#Turkey sold 56 tonnes of #gold in 2 weeks to defend the lira. That’s not gold failing. That’s gold working exactly as designed. 👉 https://t.co/pbwigOVdg6

[Aszenis @aszenis]

I like this webpage: https://t.co/x7GLawTos8 #buffettindicator #buffett #bubble #stockmarket

[United Airlines @united]

The entire row is alllllll yours.

Welcome to United Relax Row, three adjacent United Economy seats with adjustable leg rests that can each be raised or lowered to create a cozy lie-flat space for stretching out...

You'll also get a mattress pad, blanket and two pillows. If you’re traveling with kids, a plushie too! United Relax Row will be available starting next year on more than 200 of our 787s and 777s, each with up to 12 of these brand-new rows.

https://t.co/bzHodhQ5Y8

[Aszenis @aszenis]

The hard part isn’t being right. It’s being patient. 12–18 months of violent bounces ahead. Don’t mistake a relief rally for a bottom. The SMA never lies. ⏳ #Gold #Trading

[Aszenis @aszenis]

$GDX just printed a textbook parabolic blow-off. Purely theoretical — not advice. But the chart is clear: first watch zone $67–75. Real conviction entry when the 200 SMA arrives. Setup is clean. 👀 #GoldMiners

[Aszenis @aszenis]

🇨🇭 While the world races toward cashless, #Switzerland just wrote #cash into its constitution — with a thundering 73.4% majority.
Not just nostalgia. It’s about privacy, autonomy & making sure physical #CHF can never disappear.
Direct democracy at its finest. 🗳️💶🔒
#CashIsKing

[Crazy Moments @Crazymoments01]

Great job! Heroic effort ❤️

[Aszenis @aszenis]

#Asset Class Rotation: Tilting Stocks Toward Real Assets in 2026. https://t.co/pbwigOVdg6 #stocks

[Travis Gatzemeier, CFP® @T_Gatzemeier]

Most individual stocks lose money over the long haul.

The market's gains come from a small number of winners.

This is why diversification isn't optional. It's how you build a quality investment portfolio to reach financial goals.

If you hold concentrated single-stock positions, know your risk capacity.

Diversification isn't about avoiding upside. It's about making sure you actually capture the market's returns instead of hoping you picked the right needle in the haystack.

[Aszenis @aszenis]

Macroeconomics masterclass #gold #inflation. Totally worth it.

[Tucker Carlson @TuckerCarlson]

Gold has so dramatically outperformed the S&P this century that you’d think CNBC would be recommending it to investors. But they’re not. Peter Schiff explains why.

(0:00) Why Schiff Decided to Start Buying Gold
(10:45) You're Being Lied to About Inflation
(23:39) How the Government Secretly Rigs the Economy
(25:25) The Unemployment Rate Is Much Higher Than You Think
(27:27) What Was the Result of the Big Beautiful Bill?
(30:10) Is the Housing Bubble About to Pop?
(36:20) The Real Reason College Got So Expensive
(40:30) The Real Reason Healthcare Got So Expensive
(43:50) Crypto vs. Gold
(58:11) Will Bitcoin Be the New Global Reserve Currency?
(1:02:11) Why Corporate Financial Channels Hate Gold
(1:15:04) The Secret Gold Scam Stealing From Americans

[Jack Prandelli @jackprandelli]

THE MINERALS MAP THAT RUNS THE WORLD🌎

🔋 Cobalt
• 🇨🇩 DR Congo controls 76% of global supply
One country. One chokepoint.

🔌 Nickel
• 🇮🇩 Indonesia produces 60% of the world’s nickel
The backbone of batteries and stainless steel.

⚡ Lithium
• 🇦🇺 Australia 37%
• 🇨🇱 Chile 20%
• 🇨🇳 China 17%
Mining is diversified. Processing is not.

🧲 Rare Earths
• 🇨🇳 China controls 70% of production
And an even higher share of refining. This is the real leverage point.

☢️ Uranium
• 🇰🇿 Kazakhstan ~39%
• 🇨🇦 Canada ~24%
Nuclear security is already multipolar.

🪙 Copper
• 🇨🇱 Chile 23%
• 🇨🇩 DR Congo 14%
• 🇵🇪 Peru 12%
Exactly where political risk and ESG friction are highest.

The West does not have a reserves problem.
It has a control problem.

Mining is fragmented across:
• Africa
• Latin America
• Central Asia

Processing, refining, and downstream leverage are highly concentrated, often outside the US and Europe.

That is why:
• Industrial policy is back
• Supply chains are being militarised
• “Friend-shoring” matters more than price
• Minerals are replacing oil as the strategic constraint

Which mineral do you see as the biggest hidden bottleneck over the next decade. Copper, lithium, rare earths, or uranium?

(Do not forget to subscribe to my newsletter link in my bio)

#CriticalMinerals #Geopolitics #Commodities #Mining

[Aszenis @aszenis]

#Airbus vs. #Boeing https://t.co/nUA2fYzrGB