Dark Lord Trader #TinBaron

Metals trader || Retired athlete || Bachelors: Princeton || PhD: YouTube University

[Dark Lord Trader #TinBaron @The_Evil_Trader]

@DevoMatteo Airport in the 1 slot is criminal

[Dark Lord Trader #TinBaron @The_Evil_Trader]

@TraderPamplona

[SnarkyTrader @SnarkyTrader]

@The_Evil_Trader By the way, that was the top, this post came to mind.

[Dark Lord Trader #TinBaron @The_Evil_Trader]

Dips have been bot $AFM.V $SLV $HCC

[Dark Lord Trader #TinBaron @The_Evil_Trader]

@ShakeyPremis Not financial advice

[Dark Lord Trader #TinBaron @The_Evil_Trader]

You can map out S&D all you want, but most people seriously underestimate the power/potential of investment money coming into these spaces that will be relatively sticky. #Silver still looks cheap compared to other assets & on Friday was up 6% b/c money was pouring into the space

[Dark Lord Trader #TinBaron @The_Evil_Trader]

#Silver never really a primary focus for me BUT I have a funny feeling it could do something retarded here (sorry if I offended you). Lagging gold significantly and no one believes in it. Almost seems too obvious for it to fail again. So much sidelined money that can pour in...

[Dark Lord Trader #TinBaron @The_Evil_Trader]

When I see headlines like this going viral alarm bells start ringing in my head.

The narrative has merit but is mostly just soup.

What happens if we go into a recession?

What happens when people find out that driving an EV is equivalent to sitting in a microwave?

[Robert Friedland @robert_ivanhoe]

Jeff Currie Says #Copper Is the Best Trade He’s Seen in His Career https://t.co/xB6feNj8VL

[Dark Lord Trader #TinBaron @The_Evil_Trader]

GIDDY UP

[Dark Lord Trader #TinBaron @The_Evil_Trader]

#Silver never really a primary focus for me BUT I have a funny feeling it could do something retarded here (sorry if I offended you). Lagging gold significantly and no one believes in it. Almost seems too obvious for it to fail again. So much sidelined money that can pour in...

[Dark Lord Trader #TinBaron @The_Evil_Trader]

@JeffSawick @GhostFroman You’re old news bro

[Dark Lord Trader #TinBaron @The_Evil_Trader]

#Tin Reduced Indonesia shipments due to licensing delays

War in Myanmar slowing flows

Price in Asia not incentivizing many exports from China

Huge LME long position w/ inventories down about 45% YTD

Backwardation steepening

Illiquid markets overshoot to upside

Long $AFM.V

[Tin Bot @TinPriceBot]

#Tin price: 35900 (+1,921, +5.65%)
6:21pm London $Tin https://t.co/bAY5wJPYfN

[Dark Lord Trader #TinBaron @The_Evil_Trader]

#Silver industrial use hit an all time high in 2023 and is forecasted to rise about 9% more this year with supply easing slightly. Managed money longs could double from here. Once it clears $30 look out above, and you might not get an opportunity to buy it much lower from here

[Dark Lord Trader #TinBaron @The_Evil_Trader]

He is so back

[Jack Farchy @jfarchy]

A single trader is holding a futures position in tin equivalent to over 90% of the volume held in LME warehouses

@cangsizhi

https://t.co/Uh72SOoysX

[Dark Lord Trader #TinBaron @The_Evil_Trader]

#Silver never really a primary focus for me BUT I have a funny feeling it could do something retarded here (sorry if I offended you). Lagging gold significantly and no one believes in it. Almost seems too obvious for it to fail again. So much sidelined money that can pour in...

[Dark Lord Trader #TinBaron @The_Evil_Trader]

@SantiagoAuFund Debatable. Real debatable

[Dark Lord Trader #TinBaron @The_Evil_Trader]

@YazkoMotashobi Love it but I actually don't think he knows what pound for pound means

[Dark Lord Trader #TinBaron @The_Evil_Trader]

@cactus_cap Probably worth an allocation but risk/reward not as good

[Dark Lord Trader #TinBaron @The_Evil_Trader]

#Tin use growth rates about to double

Global semiconductor sales forecasted to increase by 13% in 2024

Solar production could double by 2030

New investments pretty much non existent

Geopolitical risk a threat to supply at any time

Demand is inelastic

Long $AFM.V #TinBaron

[Dark Lord Trader #TinBaron @The_Evil_Trader]

@SA_VanInvestor Wont move the needle too much IMO

[Dark Lord Trader #TinBaron @The_Evil_Trader]

#Tin plowing through $30k. $AFM.V about to clear multi-year resistance and huge air pocket above. Mpama South news due any day and likely another dividend announcement soon. Some would say we're back...