Inflation Hedge

Mining, energy and shipping via ASX, OSX, TSX, LSE and HKEX

[Inflation Hedge @InflationX]

I discuss the prospects of 20-odd resource stocks with significant potential in in the current environment in this new post
$SU $ARCH $GLNG $TDW $RIG $EQX #HTG #SRB #BMN #PFC
https://t.co/0RDchvcXyu

[Inflation Hedge @InflationX]

@VanIsleInvestor Supposedly this $ECO vessel entered the strait empty to pick up cargo in Basrah

[Inflation Hedge @InflationX]

@MikeFritzell Haha, hard to beat, especially when the sun is out!

[Inflation Hedge @InflationX]

@TigerThesis Great piece, thanks for sharing - very detailed too. This one is on my radar screen, and certainly looks very solid. It's also at an interesting level here (in USD, dividend-adjusted), which is likely to hold.

[Inflation Hedge @InflationX]

@MikeFritzell @TigerThesis Yes, debt, and there has been quite a bit of capex in recent years (eating up all the cashflow). Any idea what they are building?

[Inflation Hedge @InflationX]

@VanIsleInvestor Thanks for this Rick Rule rundown - awesome stuff!

[Inflation Hedge @InflationX]

@pineconemacro Really smart comment right in the beginning of all this!

[Inflation Hedge @InflationX]

@birdseye888 possibly a different pattern if you look at a contract a few months out (ie ICEEUR:BRNZ2026 )

[Inflation Hedge @InflationX]

@frontiervalueh1 I see, too bad, we are in Warsaw now for a bit.

[Inflation Hedge @InflationX]

@NGurushina And that's with gasoline prices being held down for now...

[Inflation Hedge @InflationX]

@tleilax___ Wow, great call!

[Inflation Hedge @InflationX]

@CRUDEOIL231 Thanks for sharing your thoughts in recent weeks. People should watch and learn. The idiots are usually the loudest.

[Inflation Hedge @InflationX]

@Xiphos_Trading Desert Shadow was 750k

Desert Storm was 300k

[Inflation Hedge @InflationX]

@MikeFritzell @trad_west_ @sacredchad_ig Thanks Michael! It's an amazing story, for sure!

[Inflation Hedge @InflationX]

Mind blowing stat from Grant's:

The financialized U.S. economy boasts more private equity funds (19,000) than McDonald’s outlets (14,000)

[Inflation Hedge @InflationX]

@Hawkeye_74 Absolutely #1 risk for UK equities/economy in my view. Hopefully, this will run out of steam as growth gets hit, but then we will have another worry.

[Inflation Hedge @InflationX]

@tleilax___ Great work, and thanks for sharing this amazing data and commentary

[Inflation Hedge @InflationX]

@jurgen_nauditt Bunker? This looks like a submarine.

[Inflation Hedge @InflationX]

@birdseye88 Excellent job flagging this a couple of weeks ago 👏

[Inflation Hedge @InflationX]

@ed_fin hey Ed, I wanted to ask about your private Twitter feed (interested in subs/rates). Is it the same service as the substack or separate? Thank you.