GlobalTrendInvestor @GlobalTrendInv
Navigating global trends, markets and life for fun, profit and spiritual contentment! Manhattan, NY Joined January 2012-
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Do we get a hype-driven rebound on broader market over week to allow some general lightening?
$SPCX The SpaceX IPO is scheduled for this Friday, June 12th. Interesting to do it right before the weekend. Will you buy this Friday or wait until the buzz drops a bit?
Ninepoint Energy Strategies Update: the "battle for the barrel"™️ and why oil product shortages in the coming weeks are likely, resulting in a price spike
Scott Bessent spent 20 years at Soros betting against governments that destroyed their own economies. Now he IS the US government's economic policy. 56-min and you'll understand every major macro decision coming out of Washington in 2026 bookmark - the most interesting Treasury Secretary interview in a decade
@unusual_whales Sigh. Question is as w dot com bubble when and for how long?
@TheMars13959760 @TheApeOfGoldST Key question.
@TheApeOfGoldST That’s true - and energy a major mining input. Key question though is whether we need to see cessation of hostilities to relaunch gold/silver - or store value exceeds higher energy costs.
This has never happened before in the modern era. Central banks now hold more gold than US Treasuries as reserve assets. Gold: 27% of global reserves. US Treasuries: 22%. When Washington froze Russia's dollar reserves in 2022, central banks around the world started moving systematically into gold. Three consecutive years of buying over 1,000 tonnes each year followed. De-dollarization own goal.
Indonesia's social media age limit forces platforms to gatekeep for minors asia.nikkei.com/business/techn…
@PythiaR @ContrarianCurse ENR meaning Siemens?
For those exposed or want to learn more about semiconductors and ai trends and investing a good talk and follow!
Really fun interview with my friend Jas Khaira at Sohn. Great cause and I recommend donating. youtu.be/2Ryr95iiYNk?si…
@saso_capital Great list and analysis but what about Fanuc? 6954.Tokyo $FANUY
For those exposed or want to learn more about semiconductors and ai trends and investing a good talk and follow!
Really fun interview with my friend Jas Khaira at Sohn. Great cause and I recommend donating. youtu.be/2Ryr95iiYNk?si…
That’s quite clear now that Europe is preparing for a future without the US. Where America is no longer the center of the Western alliance. Trump spent years demanding loyalty from allies. Instead, Europe is slowly building systems designed to function without Washington, FP. 1/
🇯🇵 Japanese crude oil reserves post the largest drawdown in the country’s history
Matched with a girl in Gangnam and I think she just rejected me for owning Samsung. She asked what’s in my portfolio. I said Samsung, SK Hynix, the big names. She tilted her head and said “so you bought Korea the way a tourist buys Korea.” I asked what she holds. She said a shipbuilder in Ulsan, a chemicals company nobody’s heard of, and a battery maker that’s down 70% from its high. I said that sounds painful. She said “pain is just conviction you haven’t been paid for yet.” then she asked if I’d ever held through a chaebol governance scandal. I said no. She said “then you’ve never been tested.” bro the kimchi jjigae hadn’t even arrived yet
@leevalueroach Why I focus part of portfolio on junior mining companies!
Does this explain or contribute to anemic performance of Chinese equities when underlying potential of companies would seem to improve?
Beijing is stripping away the financial defenses of its wealthiest elite, proving a foreign passport cannot save your fortune from the Communist Party. In the largest cross-border tax dragnet in decades, authorities are hunting down billions in offshore wealth to plug massive
The Middle East supplies the world with 3 inputs & the Iran war is disrupting all of them: 1. Energy: oil & gas 2. Trade routes: the Strait of Hormuz 3. Capital My essay is on the 3rd one, and why petrodollars from the region are now under threat 1/5 bloomberg.com/news/newslette…
@PSworldwide13 Why would one want to do that?
Elena G @Onurrhcglu
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The Stellar Rippler�... @theStellarRippl
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投資 の 千里眼 @LEtvUlfBNa0PMyB
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Jenny - GoldSilver.ai @goldsilver_ai
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Abhi Rajendran @ARaj_Energy
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Trevor Rose @trevor_rose_
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Vulture trades 🦅 @vulturetrades
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