Discover and read the best of Twitter Threads about #Wallstreetsilver
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#srebro #Comex #shortsqueeze
1/27
Gdy nie wie się jak zacząć, najlepiej rozpocząć od początku. Czytam zatem twity o srebrze, będąc absolutnie świadomym sposobu działania Wall Street Bets w przeszłości w kontekście Game Stop oraz romantycznej legendy wojowników jaką im dorobiono.
1/27
Gdy nie wie się jak zacząć, najlepiej rozpocząć od początku. Czytam zatem twity o srebrze, będąc absolutnie świadomym sposobu działania Wall Street Bets w przeszłości w kontekście Game Stop oraz romantycznej legendy wojowników jaką im dorobiono.
2/27
Zdaję sobie też ze sprawy narracji jaka towarzyszy kruszcom. Zapewniam szanownych czytających że rozbierałem ją na czynniki pierwsze nie raz. Poniższe będzie zatem pisane z perspektywy kogoś kto w temacie siedzi, lubi metale i jednocześnie umie podejść do nich z rozsądkiem.
Zdaję sobie też ze sprawy narracji jaka towarzyszy kruszcom. Zapewniam szanownych czytających że rozbierałem ją na czynniki pierwsze nie raz. Poniższe będzie zatem pisane z perspektywy kogoś kto w temacie siedzi, lubi metale i jednocześnie umie podejść do nich z rozsądkiem.
3/27
11 listopada zamknęliśmy Comex ze stanami 35 mln oz registered i 263 mln eligleble.
Registered są zarejestrowane w magazynach zatwierdzonych przez Comex i najkrócej można je wytłumaczyć jako należące do giełdy Comex. Są w obrocie, to na nie składa się zamówienia. W skrócie.
11 listopada zamknęliśmy Comex ze stanami 35 mln oz registered i 263 mln eligleble.
Registered są zarejestrowane w magazynach zatwierdzonych przez Comex i najkrócej można je wytłumaczyć jako należące do giełdy Comex. Są w obrocie, to na nie składa się zamówienia. W skrócie.
It's time.
🚨🚨MARKET TOP WARNING🚨🚨
MULTIPLE INDICATORS HAVE TURNED FOR THE WORSE!
I've got enough confirmations now to warn for a correction - the asymmetrical crash i've been talking about. 👇
#Gold #silver #rhodium #bonds #nasdaq #Fintwit #wallstreetsilver #silversqueeze
🚨🚨MARKET TOP WARNING🚨🚨
MULTIPLE INDICATORS HAVE TURNED FOR THE WORSE!
I've got enough confirmations now to warn for a correction - the asymmetrical crash i've been talking about. 👇
#Gold #silver #rhodium #bonds #nasdaq #Fintwit #wallstreetsilver #silversqueeze
First up the most important one, Rhodium.
Rhodium tends to go ballistic in the final phase of market bubbles. Nobody knows why, but it happened before the 2000 bubble blew, same with the 2008 bubble...
...and it's showing clear topping patterns.
Rhodium tends to go ballistic in the final phase of market bubbles. Nobody knows why, but it happened before the 2000 bubble blew, same with the 2008 bubble...
...and it's showing clear topping patterns.
But it's not just Rhodium.
All INDUSTRIAL precious metals are showing similar topping patterns.
AND! The strength of those tops correlates with the industrial element of each metal.
Palladium looks like Rhodium, while Gold is going straight up. Silver offers the awnser:
All INDUSTRIAL precious metals are showing similar topping patterns.
AND! The strength of those tops correlates with the industrial element of each metal.
Palladium looks like Rhodium, while Gold is going straight up. Silver offers the awnser:
$BTC longs looking to park money during the bear market should consider #silver
Another dollar-bear, inflation hedge, scarcity asset play
21 million total bitcoin, only 2 million of the 1000 oz silver bars. Respective prices are ~$50k vs ~$26k
10x as scarce, 1/2 the cost
Another dollar-bear, inflation hedge, scarcity asset play
21 million total bitcoin, only 2 million of the 1000 oz silver bars. Respective prices are ~$50k vs ~$26k
10x as scarce, 1/2 the cost
not to mention the fact that a majority of annual silver that gets mined is used in swiftly growing high-tech industries such as EVs, solar, chips, batteries, satellites, etc
It has a baseline demand that's functional and burns supply
It has a baseline demand that's functional and burns supply
As you will prefer a highly liquid, digital form, $PSLV is one of the easiest ways
Some sites do direct crypto to silver when ordering physical, or keep it tokenized and go with Kinesis or other crypto-focused platforms
I buy $PSLV because that's my personal favorite
Some sites do direct crypto to silver when ordering physical, or keep it tokenized and go with Kinesis or other crypto-focused platforms
I buy $PSLV because that's my personal favorite
NEW RESEARCH!
This time, going after $ARKK - Well, the lot of em.
I heard that #Cathiewood had obtained a large amount of the float of some Illiquid stocks, and i wanted to see how big the problem was.
And i found out this woman has no clue what she's investing in. Thread 👇
This time, going after $ARKK - Well, the lot of em.
I heard that #Cathiewood had obtained a large amount of the float of some Illiquid stocks, and i wanted to see how big the problem was.
And i found out this woman has no clue what she's investing in. Thread 👇
So what i did;
Courtesy of arktrack.com and seekingalpha.com, i went through $ARKK's most illiquid names, to see how difficult it would be to liquidate those positions - AND to see if the companies are valued anywhere near correctly.
So i looked at some stats.
Courtesy of arktrack.com and seekingalpha.com, i went through $ARKK's most illiquid names, to see how difficult it would be to liquidate those positions - AND to see if the companies are valued anywhere near correctly.
So i looked at some stats.
I looked at shares per company and the float, then calculated how much of that float ARK has across all funds (using the "individual stocks" tab on the site).
That's necessary because *multiple ARK funds own ALL of them!*
Also looked at 3month and 7day average volume.
That's necessary because *multiple ARK funds own ALL of them!*
Also looked at 3month and 7day average volume.
I'll do you one better. There WAS a catalyst. It's just already passed:
"When real yields go positive, the correlation between negative yields and gold will break."
Lo and behold. Since the 8th, the 10 year has gone more negative.
And #gold is up...
"When real yields go positive, the correlation between negative yields and gold will break."
Lo and behold. Since the 8th, the 10 year has gone more negative.
And #gold is up...
And just to put in in simple terms this time, cause people have been asking for clarification:
Bond yields aren't going up for technical reasons anymore.
They're going up cause of the solvency crisis having morphed into a crisis of faith.
No one WANTS bonds anymore!
Bond yields aren't going up for technical reasons anymore.
They're going up cause of the solvency crisis having morphed into a crisis of faith.
No one WANTS bonds anymore!
So why hasn't the market crashed *today*?
Well, conversion rates and legacy rules. Pension funds can't just start selling their treasuries en-masse.
The Fed is still buying $90B a month, which isn't enough, but it's something which still affects the markets.
Well, conversion rates and legacy rules. Pension funds can't just start selling their treasuries en-masse.
The Fed is still buying $90B a month, which isn't enough, but it's something which still affects the markets.
🚨IMPORTANT PSA: Gonna start writing again!🚨
Not articles though... Starting work on my books!
TITLE DROPS AND INFO BELOW! 👇
It's time.
#Wallstreetsilver #silversqueeze #Silverbacks #Fintwit @WallStreetSilv @Galactic_Trader @PalisadesRadio @goldsilver_pros @TheEarlyStage
Not articles though... Starting work on my books!
TITLE DROPS AND INFO BELOW! 👇
It's time.
#Wallstreetsilver #silversqueeze #Silverbacks #Fintwit @WallStreetSilv @Galactic_Trader @PalisadesRadio @goldsilver_pros @TheEarlyStage
So, twitter activity will drop down to a more palpable level. I know i've been tweeting/retweeting alot :D Alot's been going on though.
However i think this is a good time for me to start work on the books, because something in me tells me it's important to finish them this year
However i think this is a good time for me to start work on the books, because something in me tells me it's important to finish them this year
I wanna write 3 of them before years end (releasing all at once) so i'd better get started :D
Besides there's not that much left for me to do in the markets at the moment.
SLV wouldn't have changed the prospectus if Comex could supply. The silversqueeze has gone widespread.
Besides there's not that much left for me to do in the markets at the moment.
SLV wouldn't have changed the prospectus if Comex could supply. The silversqueeze has gone widespread.
Alright. I promised something shocking, and i'll deliver:
NEW #BUBBLE DETECTED!
I'm not sure how to call this one since it's part of the Options/Stockmarket bubble, but what isn't at this point.
So for this one, ima go with:
"The Counter-Party Risk Bubble"
I think it's big.
NEW #BUBBLE DETECTED!
I'm not sure how to call this one since it's part of the Options/Stockmarket bubble, but what isn't at this point.
So for this one, ima go with:
"The Counter-Party Risk Bubble"
I think it's big.
Rather then just tell you (since that usually doesn't work) lemme just talk you through my line of thinking:
It started when i replied to this post:
My comment was that a bloomberg terminal is expensive, but spending rent money on options is no problemo.
It started when i replied to this post:
My comment was that a bloomberg terminal is expensive, but spending rent money on options is no problemo.
But that made me think...
Hang on. I've seen news posts before about how options volume has exploded, even exceeded normal share trading. People are ACTUALLY doing it, i'm not just being facetious here.
Now i don't use options myself, but i *have* looked into them.
Hang on. I've seen news posts before about how options volume has exploded, even exceeded normal share trading. People are ACTUALLY doing it, i'm not just being facetious here.
Now i don't use options myself, but i *have* looked into them.
Yknow i gotta comment on this.
@MacleodFinance Help me out here. I'm reading more and more that "hyperinflation is defined as 50% a month" - but that's *new*.
Years ago when i looked it up i found "economists don't agree on where it starts, but the general line is 10% a month".
@MacleodFinance Help me out here. I'm reading more and more that "hyperinflation is defined as 50% a month" - but that's *new*.
Years ago when i looked it up i found "economists don't agree on where it starts, but the general line is 10% a month".
I can't remember *EVER* reading about ANY consensus for the decade i've been studying economy and looking up US financial history and general world economic history.
And i'm sorry, but 50% a month is 600% A YEAR!
I'm pretty sure the common man isn't gonna wait that long.
And i'm sorry, but 50% a month is 600% A YEAR!
I'm pretty sure the common man isn't gonna wait that long.
IMO this is just another warping of the economic language by the establishment.
Hyperinflation *cannot* be defined as having a set boundary, because it's largely *psychological* in nature.
LONG BEFORE you lose 50% of your purchasing power a month are you gonna exit the system!
Hyperinflation *cannot* be defined as having a set boundary, because it's largely *psychological* in nature.
LONG BEFORE you lose 50% of your purchasing power a month are you gonna exit the system!
$PSLV $SLV #Shorts volume update! Tags first explanation below!
#Fintwit #Wallstreetsilver #Silver #Silversqueeze #Silverbacks #PSLV #PSLVChallenge #PSLVMarathon @WallStreetSLVR @Galactic_Trader @TeminatorTrader @jameshenryand @PalisadesRadio @GoldTelegraph_ @goldsilver_pros
#Fintwit #Wallstreetsilver #Silver #Silversqueeze #Silverbacks #PSLV #PSLVChallenge #PSLVMarathon @WallStreetSLVR @Galactic_Trader @TeminatorTrader @jameshenryand @PalisadesRadio @GoldTelegraph_ @goldsilver_pros
So there's some confusion between short volume and short interest. I pretty much made the same mistake the first time around, because believe it or not.... there's just a fuckton of data to track at this point.
So, short volume is NOT short interest, but, it does tell us things.
So, short volume is NOT short interest, but, it does tell us things.
Very simply put, "what isn't there cannot be traded".
This goes for us, as we're literally buying silver to take it off the market. Whatever's part of "market volume" doesn't include *my* PSLV shares, because i'm not actively trading them.
So you're looking at buys and sells.
This goes for us, as we're literally buying silver to take it off the market. Whatever's part of "market volume" doesn't include *my* PSLV shares, because i'm not actively trading them.
So you're looking at buys and sells.
#BOND WATCH!
🚨🚨MEGA ALERT!🚨🚨
#USA 30 YEAR REAL YIELD GONE POSITIVE!
@HustlerHindu reminded me i once said;
"The only thing i fear is US real rates going positive"
We're here.
#WallstreetSilver #Silversqueeze $PSLV #PSLVChallenge #fintwit @WallStreetSLVR @Galactic_Trader
🚨🚨MEGA ALERT!🚨🚨
#USA 30 YEAR REAL YIELD GONE POSITIVE!
@HustlerHindu reminded me i once said;
"The only thing i fear is US real rates going positive"
We're here.
#WallstreetSilver #Silversqueeze $PSLV #PSLVChallenge #fintwit @WallStreetSLVR @Galactic_Trader
The reason i said that is simple.
"Once real rates go positive, they won't be able to be stopped."
"When real rates go positive the negative rates/gold correlation will break, as it's not causation"
"Rather going up with yields going down, gold will go up with yields going up"
"Once real rates go positive, they won't be able to be stopped."
"When real rates go positive the negative rates/gold correlation will break, as it's not causation"
"Rather going up with yields going down, gold will go up with yields going up"
We're here.
The bond market collapse is upon us.
BUY SOME FUCKING PRECIOUS METALS!
@PalisadesRadio @goldsilver_pros @GoldTelegraph_ @TheLastDegree @TheEarlyStage @LawrenceLepard @TeminatorTrader @jameshenryand @GlobalProTrader @maartenverheyen @Ben__Rickert @SilverChartist
The bond market collapse is upon us.
BUY SOME FUCKING PRECIOUS METALS!
@PalisadesRadio @goldsilver_pros @GoldTelegraph_ @TheLastDegree @TheEarlyStage @LawrenceLepard @TeminatorTrader @jameshenryand @GlobalProTrader @maartenverheyen @Ben__Rickert @SilverChartist
#Silver #Comex #shadowcontracts #Update!
Nailed it.
Benefit of experience boys. If you were wondering why shadowcontracts continued in Silver; This is why.
They knew.
#silversqueeze #WSS #Wallstreetsilver #PSLV $PSLV #PSLVChallenge #Fintwit @WallStreetSLVR @Galactic_Trader
Nailed it.
Benefit of experience boys. If you were wondering why shadowcontracts continued in Silver; This is why.
They knew.
#silversqueeze #WSS #Wallstreetsilver #PSLV $PSLV #PSLVChallenge #Fintwit @WallStreetSLVR @Galactic_Trader
With 28k on the docket, probably reducing to -19,5k/-20k on the final report, they're about 10k away from their previous high, with today and tomorrow to go to roll over.
WHATEVER OPEN INTEREST IS LEFT ON THE 25TH, STANDS FOR DELIVERY!
Today, the 24th, is of the biggest import.
WHATEVER OPEN INTEREST IS LEFT ON THE 25TH, STANDS FOR DELIVERY!
Today, the 24th, is of the biggest import.
As i said, the biggest rollover day happens 2-3 days before the end. We just had it.
Under normal circumstances, i would imagine anywhere between 3 to 8k rollover today and then 2-3k tomorrow, putting final delivery around 15k - Quite substantial but probably not enough.
Under normal circumstances, i would imagine anywhere between 3 to 8k rollover today and then 2-3k tomorrow, putting final delivery around 15k - Quite substantial but probably not enough.
Alright. FIRST SHORT REPORT!
THIS IS NOT FINANCIAL ADVICE! I say this because i've never done this before; And i wanna see if i can find absolute dogshit at or near the top as good as i find absolute gold at the bottom, based on fundamentals alone.
AND THE TICKER IS 🥁
$IRM
THIS IS NOT FINANCIAL ADVICE! I say this because i've never done this before; And i wanna see if i can find absolute dogshit at or near the top as good as i find absolute gold at the bottom, based on fundamentals alone.
AND THE TICKER IS 🥁
$IRM
As you can see, 1,100%+ debt to equity is quite excessive. Combined with my favorite measure, Book value per share, at an eye popping -16.8, i decided to immediately take a closer look. Especially at $32.26 a share! This is no penny stock.
There's more that didn't line up.
There's more that didn't line up.
Market cap is $9,27 billion, but enterprise value is $20,27 billion. This is quite a spread, and usually indicates undervalue (which is how i got attracted to it in the first place).
However. P/E ratio is 69.91!
Now they can't both be right. There's gotta be a reason.
However. P/E ratio is 69.91!
Now they can't both be right. There's gotta be a reason.
#Silver #Gold #Platinum #Comex #Shadowcontracts UPDATE!
#Silversqueeze/#PSLVChallenge edition!
With interesting data on $PSLV and $SLV shorts. Data first, analysis below! 👇
#WSS #Wallstreetsilver #PSLV #goldsqueeze #platinumsqueeze #Fintwit @WallStreetSLVR @Galactic_Trader
#Silversqueeze/#PSLVChallenge edition!
With interesting data on $PSLV and $SLV shorts. Data first, analysis below! 👇
#WSS #Wallstreetsilver #PSLV #goldsqueeze #platinumsqueeze #Fintwit @WallStreetSLVR @Galactic_Trader
First the one everyone wants to know: #Silver.
77 shadowcontracts, meaning +385,000 ounces found and put up for delivery *this month*, before the delivery wall hits in just a few days. Calendar says "last day of delivery 26th of February" - these ounces will be delivered by then
77 shadowcontracts, meaning +385,000 ounces found and put up for delivery *this month*, before the delivery wall hits in just a few days. Calendar says "last day of delivery 26th of February" - these ounces will be delivered by then
Preliminary rollover of -10,8k which'll go up to ~-11,5k in the final report. I've seen these numbers before and it was expected, the question is, is that gonna happen more?
To hit the previous record of ~16k, they need to shed another ~32k contracts in 4 days.
To hit the previous record of ~16k, they need to shed another ~32k contracts in 4 days.
Personal health update: Got results back. All clear on the Xray and bloodtests. Nothing.
Got a referral for the stomach, gut and liver specialist to look at my gut next.
But i wanted to tell a story about #Healthcare in the Netherlands #WSS #Wallstreetsilver @WallStreetSLVR
Got a referral for the stomach, gut and liver specialist to look at my gut next.
But i wanted to tell a story about #Healthcare in the Netherlands #WSS #Wallstreetsilver @WallStreetSLVR
First of all: Pain is no reason for expediency. I'm not even gonna list the empirical evidence for that i'll be here all day.
But, what i wanted to talk about is the conversations i *just* had with my GP and my father.
Ysee, the doctor asked me what i wanted to look at next.
But, what i wanted to talk about is the conversations i *just* had with my GP and my father.
Ysee, the doctor asked me what i wanted to look at next.
And i said my gut, because if there's nothing wrong with my blood/stomach, then maybe that's the reason why *i can't eat anything*.
I'm on a diet of eating nearly only french fries cause it's the most i can handle.
She said she was worried about that, saying i should vary it up
I'm on a diet of eating nearly only french fries cause it's the most i can handle.
She said she was worried about that, saying i should vary it up
I love the hashtag #silversqueeze. It awakened a young generation to Silver. But at the risk of drawing fire, is it time for a rebrand? @S_Mikhailovich called me out on this, quite fairly pushing for #realpricediscovery. My logic to follow
People joining #wallstreetsilver and the movement very quickly understand that this is about ending price suppression. In a shortsqueeze, forcing the shorts to buy higher is a temporary thing, before the shorts cover and price comes back down. Perhaps slightly higher.
For silver it's about multiple claims on the same asset. It's about overly leveraged positions. Perhaps a desire to keep the price down to make inflation seem under control. As a commodity it's clearly underpriced with more demand than supply. Low prices create this deficit.
Great panel discussion on #silversqueeze / #wallstreetsilver. Great quote from Robert Kientz: “It’s not just a trade for them, it’s a movement”.
Another great quote - from @ArcadiaEconomic: I love the Wallstreet silver, these guys are inspiring. Totally agree. #wallstreetsilver.
Done watching. Fantastic job done by all!
