Brayden Sutton

Macro · Energy · Metals | Author of Money Mind: Beyond Speculation CEO @DgtlComms

[Brayden Sutton @BraydenSutton]

No One Needs Silver or Gold:

But You Need Oil & Gas — Every. Single. Day.

https://t.co/MHUZp5TtRH

[Hedgeye @Hedgeye]

Gold has overtaken Treasuries as the world’s top reserve asset

[Brayden Sutton @BraydenSutton]

Iran is bigger than Iraq, Afghanistan, and Vietnam — and those dragged on 9, 20, and 20 years.

Worth keeping in mind before betting on a fast Strait of Hormuz reopening.

[Brayden Sutton @BraydenSutton]

@ericnuttall 🎯🎯🎯

[Brayden Sutton @BraydenSutton]

Fort Knox reality check: most of its ~4,600 tonnes is .900 coin-melt, not .9999. Even if every bar's there, you can't hit the market without re-refining. Accounted for isn't liquid. That's the story nobody's telling.

[Barchart @Barchart]

U.S. distillate fuel inventories fall to lowest level in 23 years 🤯👀

[zerohedge @zerohedge]

peak euphoria: “Today will likely be the largest SPX call volume sessions of all time. Calls have made up 70% of every option traded” - Goldman

[Gold Telegraph ⚡ @GoldTelegraph_]

Every great mine begins as an idea on a map and a conviction that the earth still holds secrets worth finding.

A love affair with the unknown.

[Ronnie Stoeferle @RonStoeferle]

There is a time to go long, time to go short, and time to go fishing.

Jesse Livermore

[Brayden Sutton @BraydenSutton]

Update on @HemisphereHME

https://t.co/jYkG9YXJcI $HME $HME.v

[Otavio (Tavi) Costa @TaviCosta]

This is a concerning chart but grounded in reality.

The surge in gasoline prices is likely leading commodity grains.

The next wave of food inflation is already here.

https://t.co/jC5yXTTjzf

[Jesse Colombo @TheBubbleBubble]

Despite the recent turbulence, silver’s breakout from its five-decade cup and handle remains 100% intact, holding above the key $50 level.

This is the time to be optimistic, not pessimistic, and silver is still dirt cheap compared to where it is headed.

$PSLV $SLV

[Brayden Sutton @BraydenSutton]

@ericnuttall @trend_bullish The world will not see $80 WTI again.

[Brayden Sutton @BraydenSutton]

@OfficialTourPro Turns 60, looks 90 acts 25

[Brayden Sutton @BraydenSutton]

No One Needs Silver or Gold:

But You Need Oil & Gas — Every. Single. Day.

https://t.co/MHUZp5TtRH

[Brayden Sutton @BraydenSutton]

@JimKronlund @ericnuttall 1: They can't
2: @anasalhajji rightfully points out that if they did, there will "always be another buyer..."

[Northstar @NorthstarCharts]

Gold, silver, commodities, energy, oil - what we've seen so far is NOTHING compared to what this chart implies is likely to come in stage 1 👇

[Eric Nuttall @ericnuttall]

I now believe it likely that we will forfeit ~1.1BN barrels of production by the end of May, plus lag effects beyond that (+/- 0.2BN bbls). There is no appropriate adjective to use for how historic this is to the global energy market, and what it means for the global economy.

[Brayden Sutton @BraydenSutton]

@tsxmedia Continued focus on buybacks over exploration says a lot

[Brayden Sutton @BraydenSutton]

$42 to $65 and it hasn't even begun yet. $SU

[Brayden Sutton @BraydenSutton]

Suncor $SU just announced it hit its Investor Day targets a full year early.

Name another industry that executes this consistently and returns capital like the Canadian oil majors.

[Brayden Sutton @BraydenSutton]

@claudeai @HemisphereHME

[Brayden Sutton @BraydenSutton]

Ask @claudeai what @HemisphereHME's earnings would look like based on last quarter, but at $100 WCS

[Brayden Sutton @BraydenSutton]

Hemisphere Energy ( $HME $HMENF $HME.v) — most slept-on name in the patch.

• 2.5x cash flow
• 9% covered yield
• Zero debt, stacking cash
• Aggressive buybacks
• Rockstar, proven management
• Oil upside + stable base

Paid to wait. Positioned to run: