Kaius

just a bird looking for a fish.

[Kaius @kaius]

This is going to the biggest bull market for gold for years.

[Kaius @kaius]

@visegrad24 https://t.co/3ykTkuJG3b

[Kaius @kaius]

@PauloMacro https://t.co/3ykTkuJG3b… US intelligence is still THE best!

[Kaius @kaius]

@RBAdvisors Enter european debt crisis into that chart when 10T€ eu sovr debt wanted to switch into GER 2T€ debt market during that time.

[Kaius @kaius]

@hkuppy try using ECMWF models, have been spot on for your part of the world. try ‘windy’ app for example and use ECMWF model. only properly funded weather model, way better than any US model

[Kaius @kaius]

@TheStalwart if you relate that to attention economy (screen time market share), then android controls some 70% of the mobile screens, add chrome. Eventually the one who controls the eyeballs, can control the whole eco?

[Kaius @kaius]

@kevinmuir @Michigandolf fun fact, Ivar Kreuger's listed company (Swedish Match) was taken over by Philip Morris last year.

[Kaius @kaius]

@fmajzoub1 @joshyoung it's even 70$/mmbtu in EU already for feb contract. https://t.co/ycCM9Mkndj

[Kaius @kaius]

@hkuppy esg=energy, sht, gone!

[Kaius @kaius]

@themacrotourist YCA is trading at 40.4$ spot uranium reference price :D

[Kaius @kaius]

@themacrotourist YCA is trading at ca 10% discount to uranium spot (52). Less liquid thou (10mcad per day).

[Kaius @kaius]

@kevinmuir biggest tire company in the world is … LEGO!

[Kaius @kaius]

@hkuppy but yesterday's px action shows u well that most market participants are sleeping behind the wheel when it comes to EU rates and its impact.

[Kaius @kaius]

@hkuppy but they can still fck it up in 10 different other ways like they usually do 😂

[Kaius @kaius]

@hkuppy Most of them are flush with deposits like US banks (not that extreme like BAC thou). So the funding cost from deposits will not move a bp :)

[Kaius @kaius]

@HauserDougie @hkuppy That's exactly the point that banks have sold the duration to CBs. There has been zero incentive to buy duration at those neg yields by the banks.

[Kaius @kaius]

@PineconePremium that could be an opportunity as well, US export ban would be the most probable policy mistake, for that you can be short wti and long brent. spread will go nuts on that.

[Kaius @kaius]

@themacrotourist Journalism is still arguing that it's non-event b/c trade was not epic profitable.. but from optics point of view.. your point is even more valid, Jpow is done! U just don't trade between FOMC and minutes in that seat.

[Kaius @kaius]

@hkuppy @1ahmedh1 @KEDM_COM It’s a global market. UK listed phys uranium spv Yellow Cake (YCA) is buying 100m$ annually from kazatomprom for example. YCA has been front running Sprott 😆

[Kaius @kaius]

@hkuppy @DonutShorts https://t.co/eoVLFBoDEx