Market cycles - Bubble's of old and new. Looking into different assets / corners of the world. X - Thoughts. Stack - Conviction. https://xitter.gq/t.co/bIFMb84Jam
Joined May 2017
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My new article is out!
I explore the esculating tensions in the South China Sea, critical minerals, and my favourite way to play it..
Now that's out the way..
It's time for the revenge of the old economy.. alongside the emergence of the new economy underwritten by government funding.
Red or blue.. It matters not.
Got gold, critical minerals, and BTC?
I hope so..
I can tell you this ain't no 2022 here.
Although there are many similarities.
Don't ignore what has changed since then.
Heading into the end of year don't be short $BTC.
For anyone who doubts me... read my 2022 peice from Jan 4th 2022:
macrocloud.substack.com/p/a-…
What a speech @Christineyerrin!
What a company Tivan is shaping up to be.
The mining sector has much to learn from Tivan and will 'attempt" to copy the blue print.
Please note attempt.
“We don’t just look for the right ore body. We look for the right people"
...Sumitomo
Who are you, and how do you do things?
Foundational questions that Christine addressed for @Tivan_Limited at the AusIMM Critical Minerals Conference this week.
Have a great weekend! 🐊
tivan.com.au/wp-content/uplo…
Crypto Cloud retweeted
Just as everyone leaves crypto this would be the most hilarious outcome.
Lets get to work bulls.
$TVN
Still the most undervalued critical mineral stock globally.
Part II of the critical mineral series incoming.
Books will be written and studied about @grantfwilson and @Tivan_Limited
Until July 14th.. The little things:
Speculative silver holds today as gold makes a new low which is now bid.
BTC holds w/ increase in buys yesterday.
Silver with a recent 1D close outside the Keltner Channel marching higher.
Wouldn't want to be short commodities / BTC.
To put the last 6 months in context in how fast China's export controls are moving..
Lets look at Tungsten Hexafluoride (WF6).
High purity Tungsten powder exports from China have basically stopped since January.
Chinese industrial specialty gas companies are currently surging from speculation of them capturing the recent market share with some going x4 in the last month alone.
This is where anyone who wants to do the work should research @Tivan_Limited $TVN
Which is where you and Western AI Companies ask..
What is..
Western AI companies keeping their supply chains.. Western.. worth?
Tivan is your answer.
The Anti-fragile trade.
Crypto Cloud retweeted
No, this is completely wrong.
A CEO is a not a hedger of plain vanilla financial risks; that's a derivatives wonk in a treasury dept.
A CEO inspires, sees, tells, imagines, leads, solves problems, fights, takes risk & delivers.
C'mon Australia, do better. 🇦🇺 @Tivan_Limited
Mining companies cannot control commodity prices.
They cannot control FX.
They cannot control freight.
They cannot control geopolitics, market sentiment, input costs, or ore body variability.
So the CEO’s job is not to pretend those things are controllable.
It is to ruthlessly eliminate the volatility that is.
That is the core of Brendan Harris’ Sandfire philosophy.
We think you will get a lot from this conversation.
Full episode out now.
YT → youtu.be/DSdom_MQijA
Spotify → open.spotify.com/episode/6Zv…
Focus → focus.marketech.com.au/#/
Just as everyone leaves crypto this would be the most hilarious outcome.
Lets get to work bulls.