RBA

Trader

[RBA @corptrader]

Countdown to rally in 1…

[RBA @corptrader]

gold and silver stocks

i add exposure literally every week

large position

[RBA @corptrader]

@davidbateman fwiw... i tried to get an allocation from ML

they laughed at me

i have a decent size account

[RBA @corptrader]

250th anniversary is 1 month away. Gonna ride max long risk into and through... then de-risk big time

[RBA @corptrader]

250th anniversary 3 months away. can't have the world on fire during the celebration.

[RBA @corptrader]

Ok.... bought $CME here... looks oversold. thanks again for the flag @GoldGrumpGranpa ... let's see how it goes

[Gold Grump Granpa @GoldGrumpGranpa]

The ruthless market reaction to the #CFTC opening the door to regulated U.S. #crypto #perpetuals, raising the specter of broader disruption across traditional derivatives exchanges.😵

Some serious juice-squeezing on the weekly charts of both #CME and #CBOE.😌

#FuturesTrading

[RBA @corptrader]

added to my $AMC long

simple thesis: the company is not going bankrupt - not this year at least. box office revenues are outperforming expectations and AMC is rolling out innovative customer experiences (e.g world cup). creditors that shorted the stock to hedge bond exposure might cover if the price runs up into July 4 holiday week.

[RBA @corptrader]

@GoldGrumpGranpa @SemperVigilant1 Thanks for the flag. Will look at these.

[RBA @corptrader]

@GUARDIAN10082 great call

[RBA @corptrader]

@DebraG_Robins looks like patience will pay :)

[RBA @corptrader]

the stock melt up into MDW seems to be bothering a lot of accounts out there.

they are going to be really upset about the price action into and through July 4th and the 250th anniversary.

[RBA @corptrader]

@TFMetals Par for the course

[RBA @corptrader]

@zerohedge long $OWL at $9.5... $10.50 now... think it's going to $13

$IGV has legs...software disruption fear got excessive

rising software equities should alleviate private credit concerns.

just a trade

[RBA @corptrader]

the market offered $AEM post blow out earnings at October prices

mind blowing opportunity

[Mark @Mark_IKN]

Toldya, bitches.

[RBA @corptrader]

absolutely. well said.

[High Grade 🚜⚒🌎🥇🇺🇸🇨🇦 @EconomicAlpha]

What a thing to behold! 🔥

All the major metals miners are now shifting to this shareholder first standard: “targeting the return of 35% to 40% of annual Free Cash Flow” assuming underlying sustains…

And the beauty is that even with this commitment it still leaves plenty of firepower to strengthen the balance sheet, pay down debt, fund sustainable and growth capex, and yes, even chase those M&A opportunities everyone loves to hate.

One by one, they’re getting there. Agnico $AEM is already living it. Newmont $NEM is right there too.

Most are pushing the buyback lever as that is easier to move on and out of unlike a committed dividend.

That said, for someone who’s been invested in the sector a long time, it’s genuinely fun to watch this evolution unfold in real time. Even better to be participating in it. Hoping this cycle is just getting started. But the prior cycle PTSD is real and hard to shake off!

🚜⚒️🌎🥇🇺🇸🇨🇦

[RBA @corptrader]

@CEOTechnician full domination. awesome game.

throw in the flyers last night... great two nights for PHL

[RBA @corptrader]

we'll find out soon.

[RBA @corptrader]

not sure who needs to hear this... but investors saying "no mas" to treasuries... is positive for gold

[RBA @corptrader]

All the macro podcast pros are still bearish and they are most vocal during the weekend when markets are closed

Then they tell us during the week that something that skyrocketed doesn’t make sense

We can learn from their mistakes though

[RBA @corptrader]

long $INTC from $30. doubled it at $45. won't even think of selling until Merrill Lynch takes off their underweight they've held the entire run up.

[RBA @corptrader]

@UnicusResearch War ended 3/31

[RBA @corptrader]

@simonting My base case is market rips into and a week or two through July 4

250th anniversary

[RBA @corptrader]

@simonting They will but not yet … US earnings season will be strong