Commodities Investor. Very Long Oil and Coal. 60% Commodities, 20% Special Sits and 20% Short Garbage. *Not Investment Advice* Now kind of a Bitcoin douche!
SW Florida
Joined April 2022
- Tweets17.6K
- Following1.8K
- Followers6.8K
- Likes351K
Pinned Tweet
Have said this downturn (or whatever you want to call it) will essentially be a 'white collar recession'.
To date, layoffs have been almost entirely in WC workforce which is UNIQUE in 🇺🇸 History.
All previous slowdowns/recessions have started in BC workforce & bled into WC.
Are you too expensive?
Are you too human?
👇
I used to say:
Don’t worry about ageism. (so many posts and videos on this) I helped 55+ land great jobs all the time.
I don’t say that anymore.
The last 18 months have been brutal. People with 15–25 years at one company? CUT.
I'll call it for what it is:
• They make too much
• They’re not AI-native
• They lead people... now replaced by dashboards
That’s the new layoff filter.
The stats are just as brutal:
- Avg job hunt at 55+? 26 weeks
- Avg pay cut? 11%
- Many never recover... forced into part-time “retirement”
HR’s seriously broken.
Recruiting? Mostly useless.
I’ve seen the best people erased like they never mattered.
If you’re not scared yet, you’re not paying attention.
Commodities MacGruber retweeted
BLS says only 414,000 Americans are "discouraged workers."
Their own data says 5.8 million people outside the labor force want a job.
1.5 million more looked in the past year and quit searching.
None of them count as unemployed.
This is why I don't trust the numbers.
It used to work outside of the game too but I think that era is likely over!
Started to layer some Political bets w/a week until the election
Senate & Guvs only
Putting on some 60-70% plays to fund some longer shot plays
My gut is that R turnout will have nothing to do w/🍊👑 but everything to fo w/total contempt for the Socialists, Marxists & shitlibs
'24 was unique in that Polymarket had just launched & 🇺🇸 was excluded. It was a completely different era (which I read correctly).
Now, small sized bets can dramatically alter odds & I think this is a campaign strategy being used to boost D morale.
Massive dispersion b/w Guv &
Sold all of my Calumet between $58.50-$59.50 as I watched the Ukr & Rus peace machinations take hold.
Began buying again last week & let our fave 🚽 know.
Bought more on this dip today.
Should become my #2 POS behind 🚀 (bot more today too).
Each is a good hedge to the other
I've previously mentioned how important a HIGH QUALITY water filtration system is.
This vid below is great.
Alot of societal issues stem from this.
This is particularly necessary if you have boys AND live in a dense Metropolitan area.
You can probably extrapolate why.
INSANE 🚨 Water testing in America shows the birth control drug Mifepristone is found throughout out tap water supply in America
Here’s where it gets even crazier:
“We all know we're drinking pharmaceuticals in our water. Most people are drinking tap water, and there's a lot in our water. I mean, there was one city, New York City, we actually tried to test the water in and the water testing test company said there was so many pharmaceuticals in the water that they didn't think they could ethically just isolate one contaminant.
I wanted to test in New York State because it's like the abortion capital, and we literally couldn't test because they said it was so bad it would be too difficult to actually trace just one contaminant”
If you’re wondering how the birth control drugs get into the water supply I can tell you
Women take hormonal birth control, they then urinate. That goes into the water system. A lot of cities recycle their water, but we don't have any specific filtration mechanism for those hormones. So they just get recycled and pumped back into the municipal water supply
Acutely the CEO of rainmaker even confirmed it was “a significant amount of birth control” and they it’s contributing to our infertility problem in America
Commodities MacGruber retweeted
Every day, I'm tracking the Oil price, 10-year yield & silver price
Alot of people that see this tweet do as well
I can pretty much guess my account moves based on these moves alone
In Sept/Oct I think it's also VERY wise to track one of the Volatility ETFS
HUGE moves 👀
Commodities MacGruber retweeted
*IRAN SUPREME LEADER CALLS FOR MEETING CONDITIONS TO END WAR
*IRAN'S KHAMENEI AND REZAEE DISCUSS UNITY, HORMUZ MANAGEMENT
Commodities MacGruber retweeted
KOREAN MEDIA: MAJOR CHINESE CLOUD SERVICE PROVIDERS (CSPS), INCLUDING ALIBABA, TENCENT, AND BYTEDANCE, HAVE REQUESTED LONG-TERM SUPPLY AGREEMENTS (LTAS) FOR SERVER MEMORY FROM SAMSUNG ELECTRONICS AND SK HYNIX.
BEYOND THE TYPICAL THREE-TO-FIVE-YEAR TERM, SOME CUSTOMERS ARE SEEKING ULTRA-LONG-TERM CONTRACTS SECURING MEMORY SUPPLIES FOR 10 YEARS THROUGH 2035. THE REQUESTED LTAS COVER DDR5 AND LPDDR5.
Commodities MacGruber retweeted
PUTIN: WE NEED TO CONSIDER BRINGING AN END TO ONGOING CONFLICTS AND LIFTING SANCTIONS
Commodities MacGruber retweeted
Men have gained essentially no jobs since Trump took office.
Since December 2024, the US has added about 760,000 jobs, and nearly all of them went to women, per government payroll data
Commodities MacGruber retweeted
I don’t think we need two factor authorization to sign up for the Jersey Mike’s reward program. I think we can play that one a little loose.
Nonna MacGruber working the kitchen tonight. Kids came home from the weekend & requested spaghetti, meatballs & Texas toast.
I'm more than happy to oblige.
Pound for pound, maybe the biggest crowd pleaser on the MacG menu.
Great for lunchboxes too!
You put an @olivegarden on these unused seats at the back (for an authentic Italian experience) and you're going to run 13% gross margins and have:
#unlimitedbreadsticks
#neverendingpastabowls
(THIS IS NEGRONI'S TALKING)
Commodities MacGruber retweeted
Iran Signals Rare Flexibility Toward US In Talks With Mecca Pact Representatives zerohedge.com/geopolitical/m…
Commodities MacGruber retweeted
I've been on an endless loop:
Almost none of these people will file for an 'unemployment claim' & show up in the U/E stats
Economists on here + far & wide will study that U/E # CLOSELY & explain to us that the job market is IN BALANCE & HEALTHY
But alas, it's the worst WC job
Commodities MacGruber retweeted
2025 job growth was revised from 1.2 million to 116,000.
A 90% haircut.
2024 got cut 44% too.
I said on Sunday that hiring is what's stalling. Turns out it stalled a lot earlier than anyone reported.
And this is us payroll- this is why I don’t trust the numbers that come out. I’m already seeing the real deal quarters before the revisions. Data is beautiful.
2026…. well I think we all know how this is going.
The ‘headline’ numbers don’t tell the full story. The info I hear from the executives I work with. I hear the true insights- h*ll, I help them figure out what to do next career wise and sometimes just advise on the company growth... So I know what is really happening, and these numbers- DAMN.
When you look at the composition of job gains—what industries are they in? How many are temporary or part-time roles? Are we seeing growth in strategic positions that indicate long-term stability, or just seasonal hiring to bolster short-term metrics?
This is where executives need to pay attention. This is what I help executives with. Growth on paper doesn’t always translate to a stronger bottom line.
I’d argue it’s not just about employment numbers but about the quality of those roles. If the job market shifts too much towards low-skill positions, it can signal underlying issues in economic health and corporate investment trends.
#leadership #consulting #jobsreport #labormarket #Employment
Commodities MacGruber retweeted
SAUDI ARABIA REPORTEDLY OFFERS HOUTHIS $1 BLN IN IRAN-BROKERED DEAL TO HALT ATTACKS – ISRAEL HAYOM
Commodities MacGruber retweeted
Remember the recent US meeting with Russia.
On top of todays meeting with Saudi Arabia, Pakistan and Turkey.
Things are moving.
No attack these past 2 weekends despite strong and weird insider looking flows. This weekend Benjamin is being denied attacks by his military while elections turn against him.
Things are being put in place that don't make sense if you were to attack.
If the US was about to attack and help the Saudis in regards to the Houthis, why would they offer $1b today?
If the US was about to attack, why wouldn't they do so in front of midterms to make it look like the nuclear threat is neutralized? Why not do it to help Benjamin?
A lot of things are happening and almost none look like actual escalation.
