royalspringbok

searching for the next trading opportunity

[royalspringbok @royalspringbok]

@badcharts1 OXY

[royalspringbok @royalspringbok]

@BambroughKevin Fabulous content and interviews

[royalspringbok @royalspringbok]

@BambroughKevin Always appreciate your thoughts

[royalspringbok @royalspringbok]

@HFI_Research So true! Always impressed by your work and posts

[HFI Research @HFI_Research]

To those of you doubting the oil supercycle, please remember that there were ~260 million bbls of SPR released in 2022 to combat elevated oil prices. If it were not for this record SPR release, oil prices would have approached closer to $140/bbl, which would have resulted in serious demand destruction. While oil prices have remained depressed since then, oil companies are still generating good returns allowing for shareholders to "wait" while things normalize. With OPEC+ still incentivized to cut production, production growth from non-OPEC will start to wane, which will result in the imbalance to return. OPEC+ spare capacity is elevated, but this too will run out as global oil demand growth continues. I understand that the volatility is tough to swallow now and watching tech outperform may give you an acid reflux, but just know that this is a commodity business, and supply-led imbalance will happen.

[Apple @Apple]

The new iPhone 13 and iPhone 13 Pro. Four devices. Three sizes. Two new camera systems. One that’s just right for you.

[MR SHIFT 🦁 @KevinWSHPod]

Remi Tetot/ Real Vision talks to Yield Labs - Crypto markets, macro and network effects https://t.co/Wrn7OqMQlN

[royalspringbok @royalspringbok]

@JTSEO9 time to buy

[royalspringbok @royalspringbok]

@lincolnsamelson @LukeGromen @SantiagoAuFund @amlivemon @TCPeglow @siasees @Halsrethink If you want asymmetry buy Long dated USD call options and gold miners

[royalspringbok @royalspringbok]

@TihoBrkan these numbers are completely insane! Won’t end well

[royalspringbok @royalspringbok]

@HenrikZeberg enjoy following your work. What is your long term count on USDJPY?

[royalspringbok @royalspringbok]

@marketminute great call on DDD, also enjoyed your RVTV interview

[royalspringbok @royalspringbok]

@Peter_Atwater congrats! Enjoy this special day

[royalspringbok @royalspringbok]

@Sunchartist you can add leveraged USD senior loans and European Bank CoCo bonds to that

[royalspringbok @royalspringbok]

@Daniel_March3 long USD long GOLD

[royalspringbok @royalspringbok]

@marketminute Enjoyed your RVTV interview. Great call on DDD

[royalspringbok @royalspringbok]

@SantiagoAuFund the alternative is that both go up at the same time. Charts of gold against most CCYs suggest that this is possible

[royalspringbok @royalspringbok]

@TihoBrkan great catching up as always Tiho. Safe trip to Bali

[royalspringbok @royalspringbok]

@allstarcharts happy birthday. Hope to see you in Singapore on your next trip to Asia

[royalspringbok @royalspringbok]

@AsymmetryFinder great chart!