FireFox Capital Inc.

#SystematicGlobalMacro Hedge Fund (Multi-Strategies) || Family Office || CIO || CMT || Personal Musing Journal ||

[FireFox Capital Inc. @supercatmy]

https://t.co/LJSFXqSQqS

[FireFox Capital Inc. @supercatmy]

@SamanthaLaDuc Micron electornic, SK Hynix...extremely cyclical now assuming the price hikes won't sustained.

People are fooled into these "cheap valuations".

[FireFox Capital Inc. @supercatmy]

@AlaliQasem But, the outcome will be a binary one, not according to the $120 range...

[FireFox Capital Inc. @supercatmy]

@SamanthaLaDuc Inflationary first, then deflationary bust in year(s) to come.

[FireFox Capital Inc. @supercatmy]

@BFMradio Dudes, You have to really know what China EVs had done to the global car industry…

[FireFox Capital Inc. @supercatmy]

@BFMradio Any wonder why Emas5 will be a CKD from June onwards? 😉

[FireFox Capital Inc. @supercatmy]

@CommodMkt But you never considered China’s EV evolution that disrupted the marginal crude oil demand curve that had shifted to the left since 2021…

The Hormuz driven supply chain issue is for real but in a few quarters going into 2027, a supply normalization could well to be had.

[FireFox Capital Inc. @supercatmy]

@PeterLBrandt Am absolutely brilliant story telling framing!

[FireFox Capital Inc. @supercatmy]

@GraphCall Here goes:

https://t.co/xxkowy97Ui

[FireFox Capital Inc. @supercatmy]

@SputnikInt The only problem is, it’s just one missile away from destruction, if the U.S wants to do so…

[FireFox Capital Inc. @supercatmy]

@MichaelMOTTCM Because it’s machines driven. Period.

[FireFox Capital Inc. @supercatmy]

@edzitron What’s wrong with these since the underlying consumers like me is driving the demand???

[FireFox Capital Inc. @supercatmy]

@SamanthaLaDuc OMG…Ajinomoto is my staples!!

[FireFox Capital Inc. @supercatmy]

@0xbeehive Pure coincidence…but you’re lucky that it’d be right again 😈

[FireFox Capital Inc. @supercatmy]

@masuzafi Wait, didn’t Israel just bomb several bridges linking China ~ Iran railway?

@grok fact check this

[FireFox Capital Inc. @supercatmy]

@_aussie17 @grok factcheck this and on the list of this post

[FireFox Capital Inc. @supercatmy]

@DerekJGrossman If you think China will be as crazy as Iran when waging war against its Asian neighbourhood, speechless dude...

[FireFox Capital Inc. @supercatmy]

@DerekJGrossman Since when Singapore is in a dangerous neighbourhood? Excuse me...

[FireFox Capital Inc. @supercatmy]

Isn't Bibi supposed to be dead already? C'mmon folks, do a better job in debunking A.I rumours...

[Benjamin Netanyahu - בנימין נתניהו @netanyahu]

I'm here with Israel's Defense Minister, our Chief of Staff, the head of the Mossad, the Chief of Air Force, our senior commanders. In the past 24 hours, we knocked out two of the terrorist chieftains, the top terrorist chieftains of this tyranny.

Our aircraft are hitting the terror operatives on the grounds, in the crossroads, in the city squares. This is meant to enable the brave people of Iran to celebrate the Festival of Fire.

So celebrate and Happy Nowruz. We're watching from above.

[FireFox Capital Inc. @supercatmy]

Whoever that doubts if Netanyahu is alive or not? Perhaps you wanna factcheck this…

[FireFox Capital Inc. @supercatmy]

@FinanceLancelot All nations submits? Hard to think that it'd include Russia & China...nice story though...haha