Futures trader with focus on CL, ZN, NG, NQ, ZS, HG
USA
Joined June 2010
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Make it so
Patrick Stewart, 'Star Trek' Captain and 'X-Men' Superhero, Dies at 86 hollywoodreporter.com/movies…
Mark Johnston retweeted
Defense wins with the uniparty in power
It's been a silly narrative that either party cuts defense spending... the primes have played this game for far too long to let pesky things like elections matter
$LMT $LPTH $RTX
$LMT must be filling Democrats pockets by the bushel the past 2 days!
BLUE WAVE*
*Unless you fill my personal PAC to the top of the jar
1000% agree
No more war... unless it's to mop up IRGC elements after the people have risen up
The Iranian people do need weapons however...
My new @nypost op-ed: The Islamic Republic only survives on war. Don't give the regime what it craves.
I spent years at @USTreasury squeezing this regime and I want it gone. That's exactly why the next round of bombs should stay in the racks.
This regime is built to fight, not to govern. A blackout in wartime is a sacrifice the IRGC can police; in a cease-fire, it's a failure the regime must explain.
Hold the blockade. Make them run the country they broke.
Mark Johnston retweeted
My new @nypost op-ed: The Islamic Republic only survives on war. Don't give the regime what it craves.
I spent years at @USTreasury squeezing this regime and I want it gone. That's exactly why the next round of bombs should stay in the racks.
This regime is built to fight, not to govern. A blackout in wartime is a sacrifice the IRGC can police; in a cease-fire, it's a failure the regime must explain.
Hold the blockade. Make them run the country they broke.
Someone help me find a pattern here... 🤔
$IWM
@ISABELNET_SA
Plus CTAs absolutely wrecked $IWM because rates... with zero balance sheet distinction
You're going to get multiple expansion and better earnings from smalls this year
Mark Johnston retweeted
$IWM daily
However you look
Sell program seems to be done
The trend is changing
Mark Johnston retweeted
Today:
Utility X to Producer/Intermediary Y: “Can you help us to get an additional 100.000 lbs for delivery by early 2027 because our producer Z produced less than expected in 2026 and by consequence will deliver less lbs to us by early 2027?”
Producer/Intermediary Y: “All our #uranium lbs for 2026/2028 are already committed to other clients, but we can try to buy lbs in the spotmarket now at a price under 100 USD/lb and sell it to you for 110 USD/lb”
Utility X: “Ok, lets do that. Paying 20 USD/lb more on 100.000lb while having another 400.000 lb delivered through existing LT contract will not materially impact our fuel cost. And the uranium cost only represents 3 to 5% of our total production cost of electricity. Thank you.”
Mark Johnston retweeted
A Rivian ( $RIVN ) commercial van bearing Walmart+ ( $WMT ) branding was spotted being transported through Indiana toward Chicago, raising speculation about a potential delivery fleet partnership. Neither company has confirmed an agreement, order or pilot program.
•Vehicle sighting:
A Reddit user photographed the blue van displaying Walmart+ branding and the slogan “Same day. Right to your door.” Its purpose remains unknown.
•Commercial expansion:
Amazon remains Rivian’s largest disclosed van customer, with more than 40,000 deployed as of July. Rivian ended Amazon’s exclusivity in late 2023 and opened fleet orders nationwide in February 2025.
•Sales momentum:
Rivian sold an estimated 8,469 commercial vans in Q3 2026, up 221% year over year and 112% quarter over quarter, according to Cox Automotive. Customer breakdowns were not disclosed.
•Walmart’s EV history:
Walmart previously committed to 5,000 GM BrightDrop vans and 4,500 Canoo vehicles. BrightDrop production ended in 2025, while Canoo filed for bankruptcy.
•Other fleet sightings:
DHL- and Cintas-branded Rivian vans have also appeared without confirmed customer agreements. Rivian has publicly confirmed customers including AT&T and HelloFresh.
Third order effects. Germanium is primarily produced as a byproduct of zinc refining... and prices are up 260% over 3 years because, China @skrubin
$LPTH creates germanium free optics for the entire defense industry
