Strategycally @Strategycally
Defence, geopolitics and Finance. My view. Europe Joined January 2021-
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Question for the #FinTwit community: Whats the most mispriced asset out there and what catalyst will lead to a repricing?
@RonStoeferle Eurozone government bonds should have zero spread vs Bunds imo. The huge debt burden will force Germany to guarantee for more debt of peripheral countries or simply issue common debt. Once that happens, markets realize that if one goes down, they all will and spread —> 0
#shortsqueeze $panr right now. Can't wait the RNS.
If you are a Student, open this it's important 👇
@JamieNimmo63 @muddywatersre In all likelihood they shorted $panr above 100 pence and they are conveniently dropping this report in front of the drilling results. They will capture their "report alpha" and cover tomorrow, making themselves a pretty penny. It is how the game is played.
La Cina continua a stoccare materia prima. A oggi detiene il 93% delle scorte mondiali di rame, il 74% di quelle di alluminio, il 68% di quelle di mais e il 51% di quelle di frumento. Viceversa il livello di scorte in Europa e USA rimane bassissimo. Quando ci sveglieremo?
25 most powerful concepts everyone should know to understand the world: h/t @SahilBloom
@carloafavero Which are the main indicators of an imminent default that we could observe? @carloafavero
Italy has lost its opportunity with Mario Draghi. Bad news for all Italian firms, also sovereign default becomes more likely. The stock and the bond markets collapse. Where is the line between market discipline and fragmentation? Tough call.
This is why I think a MASSIVE BULL MARKET is coming in for #Silver SOUND ON🔊 @InvResDynamics @DaveHcontrarian @FGMR @peter_krauth @silverguru22 @ArcadiaEconomic @TaviCosta @SilverChartist @RafiFarber @kurtwuckertjr @DesoGames @TFMetals @silverhmr @SilverVarden
#Commodities vs. the S&P500: an update from Cantor Fitzgerald. Chart 1: 79% below 2008 commodities supercycle peak Chart 2: 96% below the 1970's peak vs. #SP500, last time stagflation was the prevailing economic backdrop.
Who is the Warren Buffett of our generation?
@AndreasSteno Largest discovery in U.S. since Prudhoe Bay will be in production soon. $PANR $PTHRF
Hydropower's output numbers in March are staggering. Due to the lack of rainfall during this winter, several countries suffered impressive amounts of hydropower missing from the mix: TWh March 2022 vs. 2021 🇮🇹 1.6 (-44.2%) 🇪🇸🇵🇹 2.5 (-51.8%) 🇫🇷 4.4 (-20%) 🇸🇪🇳🇴🇫🇮 17.6 (-10%)
@LuBuchi @TimJ_Koala @PensanaRE Time frame for $pre ? I do truly Appreciate your effort and research @LuBuchi
Extremely encouraging results from the Coola and Sulima West exploration programme. Very large ring structures reporting TREO and NdPr grades higher than those for Longonjo. #Pensana #RareEarths #ESGInvesting #CriticalMinerals #NdPr
@nqtfa Moreover people can find here the unofficial investors group for $panr t.me/pantheonresour…
@GeodesRock49 Here you can find unofficial investors group for $panr t.me/pantheonresour…
I worked at the SEC for 18+ yrs, the last 11 as Chief of the SEC Office of Internet Enforcement. I have taught cyber law at Georgetown and Duke Law Schools for 20 yrs. I spent 5 yrs at Stroz Friedberg fighting cyber crime. Why I believe the bulk of Web3 is both scourge & scam.🧵
@contrarian8888 @PantheonResour1 @AlaskaPanr
proactiveinvestors.co.uk/companies/news… #panr $panr $pthrf New Video out.
Sibyl @Orxatnal028602
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FedWatchPro🇺🇸 @Arzrawkit02281
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Amy Pass @AmyAmyxhh
39 Followers 960 Following Found different beauties from all US states 😇 Ready for a 1 on 1 meeting Some have naked profile photos! Watching this https://t.co/dgvBG0pipY
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UNEXUP @UNEXUP_EIT
604 Followers 586 Following @UNEXUP_EIT will improve, test, and commercialize a #robot-based surveying technology for underground flooded #mines. Supported by @EITRawMaterials.
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252K Followers 1K Following Part official account of Muddy Waters, LLC & affiliate Muddy Waters Capital LLC; part personal account of the CEO and Founder of MW.
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115K Followers 2K Following GS/J. Aron➡Canyon➡Akanthos➡Kao Family Office➡https://t.co/6Us4owom5j📊Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿NO INVESTMENT ADVICE
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83K Followers 442 Following Founder, Steady Compounding. Author, The Lunch Break Investor (Aug 18, 2026). Building wealth in one lunch break a day. ↓
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Il Caffè Geopolitico @CafeGeopolitico
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Disclose.tv @disclosetv
2.2M Followers 1K Following Observing world events unfold in the grand theater of our time.
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996 Followers 38 Following Basketball Coach, Amateur Cyclist and University Professor
Italy at OSCE @ItalyatOSCE
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Sebastiano Cardi @sebastianocardi
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UNEXUP @UNEXUP_EIT
604 Followers 586 Following @UNEXUP_EIT will improve, test, and commercialize a #robot-based surveying technology for underground flooded #mines. Supported by @EITRawMaterials.
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HEC Paris Business Sc... @HECParis
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kpak @kpak82
76K Followers 118 Following $SPX $SPY $ES_F Options trader. Charts. Newsletter & Swing Trade/private X: https://t.co/HA8XGXvX6f About Telegram: https://t.co/srYeYTWg1n
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