@WClemente

market enjoyer & student of life. not investment advice, personal opinions which change, etc.

 United States
Joined June 2020
  • Tweets22.5K
  • Following2.9K
  • Followers794K
4.4KMedia

Climbing a Broken Ladder: A message to my fellow Zoomers

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I hope you are all happy now 🥹
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The Spectator Index
@spectatorindex15h
BREAKING: Brent crude rises to $113, the highest since May.
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Houston, we have a problem
Quinn Thompson
@qthompOct 21
The long-term oil chart is absolutely fascinating when considered alongside the fact that the world is 1) draining inventories at a record pace and 2) actively blowing up production capacity on a daily basis.
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this is gold's quantum FUD but it's way worse because you can't software update gold.
Marathon Fusion
@MarathonFusionOct 21
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.
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Here's a chart
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Will retweeted
fejau
@fejau_incOct 20
Long term bond yields are tightening financial conditions
Kevin Gordon
@KevRGordonOct 20
Stunning. Pending home sales in the US fell to an all-time low in September
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Surely peace agreement #1,000 is the real one exactly two weeks before mid terms
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Source: Person
*Walter Bloomberg
@DeItaoneOct 20
*IRAN-US TALKS CONTINUE, REPORTS DEAL IS CLOSE ARE WRONG: PERSON
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*trying not to tweet about btc relative strength to equities*
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Do or die spot here for the most important commodity in the world & input to the cost of almost everything Trump might try to pull something out into midterms (not sure what that could be at this point), but this is about as clean of a "cup and handle" as you can get..
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Jonesy
@HedgeyeDJOct 19
Jet fuel crack (Gulf Coast jet minus Brent): Sept 2026: $70.1/bbl, a record in data back to 1990 Prior high: $66.3 (Jan 2023) 1990-2025 avg: $11.6 The margin alone now tops Brent's full annual average price in 24 of the last 36 years. Airfares, meet math.
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BRENT REVERSES COURSE, WTI EXTENDS GAINS AFTER HOUTHIS CLAIM ATTACKS ON SAUDI INFRASTRUCTURE; BRENT LAST UP 0.15%, WTI UP 1.5%
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Next 12-24 months(?): AI unwind triggers some form of Fed backstop -> BTC shoots to 100k+ -> Incentivize to mine again -> some AI DCs pivot to BTC mining -> production cost rises amidst de-globalization & monetization of energy -> BTC becomes solidified as energy backed SoV
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Growth slowdown expectations from AI concerns bringing down the long end paired with sticky inflation from geopolitics = real rates coming down. Positive on a relative basis for BTC and Gold. Won’t be immune to risk off vol event, but nice to see BTC trading how it “should”.
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Records are made to be broken. But I take no pleasure in other people's pain.
Joe Scarborough
@ScarboroughNowOct 16
Mooch, we hardly knew ye. @Scaramucci @KattyKay_
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Brent breaking out, just pushed back above September’s highs. Oil hedges mentioned in here are starting to print today. Shoutout to the homie @qthomp, much credit to him for the idea🫡
Will
@WClementeOct 8

October Macro and Bitcoin/Crypto Ramblings

Article · @WClemente
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Brent crude launches back above $107/bbl Friday gonna Friday
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This is really interesting actually. Binary options allowing you to speculate on individual components of a company’s performance. For example, going long trading volume on a very polarizing name instead of betting directionally.
Frank Chaparro
@fintechfrankOct 16
SEC just approved binary options tied to company KPIs, like trading volume and revenue. Markets are moving toward a million ways to express a view on a single company. Expect a lot more new products.
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Elon just had a car do a kick flip off a ramp and turbo boost the landing then rip 0-60 in 0.8 seconds and you’re blackpilling??
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