Wearing my @inthemoneypod market cap on this early morning late season marathon day at #JeanDrapeau island. Wish me and my back office team some luck. I am older, slower and a bit heavier then was in prime but still get 'er done in ~1:45 to 1:50 on a 13.1.
Finished in one piece. Was vying for the #burnsco all time record despite being in twice the weight class but only came close. That's what next times are for.
Nugget Capital Partners (NCP) retweeted
Hope she brings you luck!!
Wearing my @inthemoneypod market cap on this early morning late season marathon day at #JeanDrapeau island. Wish me and my back office team some luck. I am older, slower and a bit heavier then was in prime but still get 'er done in ~1:45 to 1:50 on a 13.1.
Nugget Capital Partners (NCP) retweeted
On a scale of 0 being not gambling and 100 being gambling, id argue betting on oil names here (either direction) is about as close to 100 as you can come in this sector. Obviously it's not craps or slot machines, but it has as little to do with fundamentals as possible here imo
Nugget Capital Partners (NCP) retweeted
Nugget Capital Partners (NCP) retweeted
Here we go
xitter.cf/HormuzLetter/status/21…
BREAKING: Dutch spies hacked Jared Kushner's iPhone and watched him access a Dubai bank account holding hundreds of millions funneled from Azerbaijan, part of at least $2 billion MBS and MBZ placed for him after he promised to push their agenda with Trump, per a Vanity Fair excerpt.
"Jared was looking for shortcuts in his diplomacy. He promised MBZ that he'd push their agenda with Trump if they participated in a fund. He wanted normalization with Israel so that business could take off," a source who knew the arrangement said.
The money was meant to redraw the region's map and lock in normalization with Israel. Roughly $1 billion of it was deposited in Israel's Central Bank for Kushner, with Netanyahu requiring dual-key approval on any transfers.
The two royals initially discussed more than $10 billion for a shared slush fund. That narrowed to roughly $2 billion deposited into accounts Kushner could access, including roughly $750 million at First Abu Dhabi Bank under a UAE charity used as cover for covert operations.
The reveal comes as Kushner is deeply involved in Iran war diplomacy, where Iran has accused him and Steve Witkoff of pocketing $9 billion through market manipulation, using insider knowledge of the talks to trade oil futures, energy stocks, and prediction markets.
$ASTS short interest still astro-nomical, no pun intended. Smart money is positioned proper. Has been a tasty short for our camp. We expect substantial more downside into year-end. $4.80 price target likely proves generous.
$ASTS down another $10 per share since this post only on October 9th. Our $4.80 price target remains, although we consider that a bit generous.
"The Fibonacci is a placebo for confirmation bias, Roger..."
- a BOL @ NCP
All going much lower.
Dont buy commodities at highs.
BNN David Burrows Past Picks Updated:
🌊 $AEM Agnico Eagle Down 2% Today $248.12 (Sold at $290 and rebought at $229)
🌊 $CAT Caterpillar Up 33% Today $705.04
🌊 $CCO Cameco Down 12% Today $110.77
Average return: 7%
We average 30% cash with current market conditions.
Our current largest weight is Energy.
David personally owns $AEM and $CCO, Firm $AEM
Many furus will learn to love bonds the hardway. Tried to warn 'em.
17 bps drop in the 10 year is actually kind of terrifying even if I'm having one of the better days of the year
What's going on?
@Jefffeldman
Agree with @VolteFaceInvest . Our camp is very very bearish on oil and expext a multi-year oversupply. Every mother and dog expects Iran flair up and nobody even turns ear to listen to @axios anymore. Could be savagely painful.
$ASTS down another $10 per share since this post only on October 9th. Our $4.80 price target remains, although we consider that a bit generous.
"The Fibonacci is a placebo for confirmation bias, Roger..."
- a BOL @ NCP
Our camp tried to warn you.
Telecom still getting wiped out
"If you like $asts at $48 you will love it at $4.80...."
It was only a couple years ago the Crescent Point-Whitecap fanboys were bashing $SOIL.TO. The Nugget Capital Partners (NCP) told you Team John Jeffrey was smarter then Bryska & co - 254% to 95% o/p using $WCP.TO since this poll. No position as J. Jeffrey still gave me cold feet.
Chinese still building crude inventories with the Hormuz Strait closed and SoH flows are reportedly nearly back to or at normal levels. What happens to oil prices when shipping costs come down? Has been trade of the year, could be the worst trade of the year for newb entrants.
China uses crude stockpiles, but rising oil imports may curtail draws: Russell boereport.com/2026/10/20/chi…
Nugget Capital Partners (NCP) retweeted
From the @WSJ: “Persian Gulf oil exports have surpassed prewar levels, as an improvised shipping system under U.S. protection is helping tankers move oil through one of Iran’s fiercest waves of attacks in the Strait of Hormuz.”
wsj.com/world/middle-east/mo…
I am with you at $13!!
With the walls closing in quickly on the shady $Hr.un CEO and other cronies like Shimson Gross aka Stephen, next thing is to ensure a big return and juicy special cash distribution into YE with Caledon land sales. My target is $13 1H 2027, in cash or shares of a legit REIT.
With the walls closing in quickly on the shady $Hr.un CEO and other cronies like Shimson Gross aka Stephen, next thing is to ensure a big return and juicy special cash distribution into YE with Caledon land sales. My target is $13 1H 2027, in cash or shares of a legit REIT.
shared.outlook.inky.com/link…
$HR.UN.TO
























