Top Tweets for #nutstuff
https://t.co/IUpbNXGYbW These journalists drive #NUTSTUFF crazy. Just no idea how large the world's energy requ.
are. Every year we need 6m BPD of new oil just to stand still. Even if the article has some hope=truth= reality in it, it would take £billions of capex and 20 years.
If base money/ cash gives you 5%. We all have to be thinking 10%+ returns.
More on this thematic and inflation; rates etc in #nutstuff tommorow.
In commodities that may pour into the shot glass of uranium market cap. If you read #Nutstuff you know the names.
If it is 1 name it is $UEC US but also $CCJ US and $YCA LN and -$DNN and see the Aussie names roaring. Pure “spec sit” uncorrelated alpha here .
Finally, $AMZN $GOOGL and $AAPL kick the 2023 b*ll market firmly in the b***s! $AMZN numbers and guidance to #Nutstuff playbook :)
$AMZN finally the -20%+ implosion. 55x buy ratings and 1x Sell. #Nutstuff has been THE relentless Sell call out there for >2 YRS. AWS margin implosion. Retail bus struggling and ludicrous multiple. -22% a/hrs. Sorry but huge Shameless gravedance here!
To get a seal to balance a ball on its nose give it a fish dont beat it! Finally #Nutstuff also likes having $$$ and Central Banks “choke” insurance here. Have good vehicle here thanks to RM my Macro-man.
For 18mths + #Nutstuff Has had alot of Energy and relateds.
Biden can suck up to Venezuela all he likes but right now he needs OIL companies to drill and pump!
Simple analysis of Uranium price and fcf generation vs EV at various prices. $U/U CN/ $URA/ $CCJ/$URNM/ $YCA LN $UEC.. more on #nutstuff tommorrow
If you love Gold, then you will love this gold nectar - Nature at its best- In one hive we have 48 frames of capped honey ready for harvest #nutstuff
I sense here the Energy bottom is close to being in ( names to buy: $VAL $WFRD $XPO $OIH and Tech ( profitless ones for sure!) highs in. Names to sell…
#NUTSTUFF Content Conviction and Curated narrative.
#nutstuff S&P 500 pausing just below key medium term resistance at the early July high of 4177. A move above 4177/4200 would target 4400, and likely 4600. Note some US indices like the Nasdaq 100, the Russell 2000 and the Russell Microcaps are already above their early June high
#nutstuff Mkt was scared post Newmont cost inflation comment. Best risk rewards since march '20 in PM. Agnico, and Barrick9+3.9%) the best plays....
Barrick Gold Non-GAAP EPS of $0.24 beats by $0.02
revenue of $2.86B beats by $10M
A dividend of $0.20 per share was declared for the quarter on the back of the strong operating performance and net cash of $636 million.
$GOLD $ABX
Lovely evening in Thurlestone-Have a good weekend - strongest jobs report ever didn’t really rock the market as you may have thought? Sure 10y back at 2.87% but it feels the market will wait for confirmation that we are out the woods … #nutstuff
Look at this #nutstuff ! Are you f-n kidding with this? #ResignTrump #Trump #TrumpResign #nitwit https://t.co/OJ1oXXIWfh
@ChazzRavioli @Wise_man425 They must have not got the memo. We officially switched over to #nutstuff on January 1st at 12:00 am CT.
Fav for Brent's house RT for The Nut 🌰 #NutStuff
Most Popular Users
Elon Musk 
@elonmusk
241.5M followers
Barack Obama
@barackobama
119M followers
Cristiano Ronaldo
@cristiano
114M followers
Donald J. Trump
@realdonaldtrump
111.8M followers
Narendra Modi
@narendramodi
107.2M followers
Rihanna
@rihanna
98.7M followers
NASA
@nasa
92.4M followers
Justin Bieber
@justinbieber
91.8M followers
KATY PERRY
@katyperry
89.8M followers
Taylor Swift
@taylorswift13
83.7M followers
Lady Gaga
@ladygaga
75.2M followers
Virat Kohli
@imvkohli
73M followers
Kim Kardashian
@kimkardashian
70.8M followers
YouTube
@youtube
68.8M followers
Neymar Jr
@neymarjr
66M followers
Bill Gates
@billgates
65M followers
Selena Gomez
@selenagomez
62.8M followers
The Ellen Show
@theellenshow
62.3M followers
CNN
@cnn
61.8M followers
X
@x
60.7M followers