Jack R.

Living my best life!

[Jack R. @relativistics]

@DaveHcontrarian @john_kurgan @FoodHou67882697 @NamiHedazi @Real_SinghSahib @westmusk @Casey12248 @5n0wl3op4rd IMO this blockade during a cease fire was a brilliant move by Trump. It forces China to the table-one of the few countries Iran listens to-and chokes off Iran's funding for the IRGC and Basij. Now, time is no longer on their side, so they're more likely to negotiate a way out.

[Jack R. @relativistics]

@DaveHcontrarian @Jason73821 @MNewms6 @TnYO6jp9u9VPLxt @chester7234 Is the "risk is high" caveat true for all of SMH? I know your target there is still ~40% away, but is this sector in particular subject to greater risk?

[Jack R. @relativistics]

@DaveHcontrarian @subbuspeaks @MathewSteele17 @OliverNessa2 @mad_panos @FinavigatorMe @theandymillette Speaking for myself, it's impossible to find objective analysis of the military campaign. Trump and Hegseth speak hyperbolically and can be hard to make sense of. The MSM is almost entirely focused on the risks.

Any suggestions on where to get good info, Dave?

[Jack R. @relativistics]

@Silverbark3 Thanks for all your posts -- brings clarity in the panic. But I haven't seen you post about $AG much lately. Still bullish? Expecting a bottom soon?

[Jack R. @relativistics]

@DaveHcontrarian Understood. Thank you for your patience and for teaching us all that you do. I know lots of us are really, really grateful to have you around.

[Jack R. @relativistics]

@DaveHcontrarian If the IRGC were to destroy major gulf oil infrastructure as they have threatened, would that affect your forecast, especially for the miners?

Fingers crossed that Trump crushes them first, but their belligerence knows no bounds.

[Jack R. @relativistics]

@DaveHcontrarian Sure. Your forecast and teachings have taught me tons and made me a life-changing amount of money--I'm forever grateful for it.

I was just looking for insights that would help me learn from the dread I've felt the last few weeks. Didn't mean to piss you off.

[Jack R. @relativistics]

@DaveHcontrarian @mathiamathia @ezchill70 @cisko73mosca @Then_Beyond @TheAshishJalan @IK2379128548 @FoodHou67882697 @chuckrich777 @kabirsvoice That's a fair point. I was thinking of the Greenland stuff in January and the insults he routinely lobs at our allies.

I know it's his style. I just can't help but think he would be more effective if he was less antagonizing.

[Jack R. @relativistics]

@DaveHcontrarian @GaryAus52195229 @NormalisingNud1 @ProfitGhoul @OliverNessa2 @mad_panos @MathewSteele17 @FinavigatorMe @theandymillette I'm guessing it's the big drop in PMs and miners. Lots of folks who follow you probably made a lot of money on the way up and it hurts to see it evaporate so quickly. (Speaking for myself!)

[Jack R. @relativistics]

@DaveHcontrarian Thanks, Dave. These are not hypotheticals. The IRGC just hit Qatari LNG facilities yesterday and are taking shots at Saudi pipelines.

I'm asking about the clear possibility that one or more of these missiles hits their target. As I understand it, the damage takes years to repair

[Jack R. @relativistics]

@DaveHcontrarian @mathiamathia @ezchill70 @cisko73mosca @Then_Beyond @TheAshishJalan @IK2379128548 @FoodHou67882697 @chuckrich777 @kabirsvoice The media is ridiculous--they make money by baiting our rage and attention.

But I would have liked Trump to have not antagonized our allies before this. Many of Trump's intentions are great, but his execution feels like an unforced error sometimes.

[Jack R. @relativistics]

@DaveHcontrarian @FinavigatorMe @theandymillette David I revere you and have learned so much, especially from your calm during calamities. I pay attention more than anyone.

In an uncertain and rapidly changing situation, I wonder if the (war) outcomes you expect change as well. That's all I was asking.

[Jack R. @relativistics]

@DaveHcontrarian @FinavigatorMe @theandymillette Unlike other recent events, this one isn't entirely in Trump's control. Nobody really knows how this plays out, though some (like you) approach it more rationally.

Can you say more about the (war) outcomes you expect? Have they changed since Feb 28?

[Jack R. @relativistics]

@DaveHcontrarian @intheox6030 @Leo62937802 @PalisadesRadio Is that what you think about the PM miners as well?

[Jack R. @relativistics]

@DaveHcontrarian @Down2Feather @MrD07ags @irwinfortune @gwyrddyn @Kingskqz @PalisadesRadio @grok David does finishing the job mean regime change? I saw in the WSJ that Trump and Netanyahu are backing away from that goal, instead focusing on eliminating Iran as a threat.

[Jack R. @relativistics]

@DaveHcontrarian Hi Dave, are you seeing a potential breakdown in the Mag 7 here that may cause them to lag the rest of the melt up? E.g., I think I see GOOG testing the neckline of a H&S on the daily, but I know we should expect the Mag 7 to lead into the top.

[Jack R. @relativistics]

@DaveHcontrarian @litecoinlion @m24ffa @Phillip48582441 @Maxthecat41948 @Pete444A @pinnacledigest I was trying to understand your statement, not looking for mentorship (beyond what you generously provide here).

I just hope to understand what part of tech you believe will lead and what part will not make new ATHs.

[Jack R. @relativistics]

@DaveHcontrarian @litecoinlion @m24ffa @Phillip48582441 @Maxthecat41948 @Pete444A @pinnacledigest How do we distinguish between the leaders that move up 50%+ vs those that don't make new ATHs? You've written that Mag 7 will lead, and IGV will not make new ATHs. Is there a better way to think about it?

[Jack R. @relativistics]

@DaveHcontrarian @litecoinlion @m24ffa @Phillip48582441 @Maxthecat41948 @Pete444A @pinnacledigest David you've also written that tech will lead into the top. Forgive my ignorance, but what is the difference between tech and software stocks?

[Jack R. @relativistics]

@DaveHcontrarian Your forecast has been shockingly accurate; every single call seems spot on, other than some qualified timing guesses.

Were you always this good? Was some of this just luck? I'm curious how you reflect on your record. It's strange that nobody else comes close.