Nate Morris @NateMorrisAU
Secondary school teacher 👨🏫 Historian 📖 Finance Enthusiast 💹 Married to @Kathleen_Morris and dad to two 👨👩👧👦 Victoria Joined August 2010-
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Pre-market commentary 3/18/2024 Global liquidity edition. What happens in jPan doesnt stay in jPan. jPan can literally print money that didnt exist last week and turn right around and buy US risk assets or treasuries. This is money printing 101 + global liquidity. 🧵👇
China Taxicab Chronicles: Hard-Working Mr. Wang Yesterday I took a long taxi from Wuxi to a conference hotel near Taihu. My driver was Mr. Wang, a Wuxi transplant from the mountains of Western Anhui. A chatty guy, he had a lot of opinions about EVs, rural hukous, and tea. 🧵
A couple of weeks ago, Queensland Energy Minister @MickdeBrenni cited this @EY_Australia report, to show "independent modelling" that demonstrates a rewewables grid was cheaper when questioned by @EnergyWrapAU. This is a ripper. Buckle in. 1/
Twitter has screwed up badly There is an account pretending to be me. But because I apparently warrant a search suggestion ban, folks cant report the fake scammer account Please @Support get this fixed Please consider retweeting to help get this addressed
Robert Friedland (@robert_ivanhoe) is one of the most important voices in Metals & Mining. When he speaks, we should listen. He recently gave a 40-minute speech on Green Energy, Electrification, Metal Scarcity, and more. Here are my notes from the talk 👇 WHAT DOES "ENERGY…
I’m not quite sure how to explain what’s happened tonight, because it’s still happening - but here goes… At 4:40pm I jumped on a train from London to Edinburgh.. It was comfy, it was quiet In hindsight, too good to last…
Getting closer: myrmikan.com/pub/Myrmikan_R…
France, Niger and Why Five Basis Points Continue to Change the World -- It starts with a whimper... and it grows to a roar. tomluongo.me/2023/08/07/fra…
Burnout economics ladies and gentlemen. One foot on the accelerator (Albanese government), one foot on the brake (RBA) and not a whole lot of positive momentum.
Burnout economics ladies and gentlemen. One foot on the accelerator (Albanese government), one foot on the brake (RBA) and not a whole lot of positive momentum.
**Big** multipolar drop from ECB's Christine Lagarde this afternoon signalling the potential suspension of independent-minded cbanks in favour of aligned interdependence focused on national security objectives (i.e. potential transition to a war economy) ecb.europa.eu/press/key/date…
Masterful thread Peter. Though I can only feel sadness at all of it (situation, events unfolding etc).
Masterful thread Peter. Though I can only feel sadness at all of it (situation, events unfolding etc).
Bank: Hey! Fed, help us!!! Fed: Yo, what's up? Bank: We need some cash, quick! Fed: Hey, calm the fck down... What's the problem?
A thread... I started in this business almost 25 (!) years ago. In that time, I have transitioned through the .com boom/bust, Sept 11, the RE boom/subsequent GFC, the Euro sovereign crisis, the '18 volmageddon, the '19 repo crisis, the Covid crisis & the '22 Fed hiking cycle. 1/
Ok, lets talk about EVs. How much mining is required to make an EV battery? Lithium brines typically contain less than 0.1% lithium, so that entails some 25,000 pounds of brines to get the 25 pounds of pure lithium needed to fabricate a single battery. #GreenEnergy 🧵
The second half of 2022 was historic for the US housing market 🏠 Transaction volumes froze 🧊 Prices started to decline 📉 Here's an unbiased and data-backed update on the US housing market heading into 2023 👇 1/
This is where we are now
@Shaming41722805 Precisely, that's the plan The Fed isn't dumb There are very, very smart people working there Inflation is not an accident, nor policy mistake It's an imperative for survival of our empire When you get to > 100% debt / GDP, it's the only way out And it works, e.g. 1940s-50s
COPPER🧵redux. I live near one of the largest copper mines on earth (Kennecott Utah Copper - KUC). I helped manage a smaller copper mine for 8 years. Observation: Wind/Solar/Battery Proponents & ESG bean-counters are completely out of touch with copper mining & production.
Watching the dynamic between G7 govts and their Central Banks - it’s analogous to slamming on the brake while pumping the accelerator….
Right now, the consensus belief is that global liquidity has been deteriorating rapidly, and intervention by the Federal Reserve will come shortly when "something breaks". But since nobody can decide what that "something" might be, this shows fear remains in its early innings...
lydia @olson_carr31759
1K Followers 4 Following Our fatigue is usually not due to the work itself, but to worry, tension and unhappiness.
Faizah @CeshHelga
18 Followers 112 Following "For me, becoming isn’t about arriving somewhere or achieving a certain aim. I see it instead as forward motion, a means of evolving, a way to reach continuous
Simon @sichs8_
62 Followers 1K Following It's true: Charts help to predict the future ~ “Untethered from Gold, the dollar floats on a sea of hope & guesswork”. Nothing here is financial advice 🇬🇧
Zainab Grusenmeyer @grusenmeye71237
57 Followers 5K Following
Chloe @euroam219735
935 Followers 2K Following If you want to do something, don't declare your idea everywhere
Justin Spittler @jsplitTRades
943 Followers 2K Following Chief Trader @Hedge_Your_Risk Click link to get my best trade idea every week...
Holly Smith @HollySm05281392
2K Followers 2K Following Regardless, life has to move on. Sometimes hurt and failure are not necessarily a bad thing, they make you a better person, and so are loneliness and loss. Ever
Debby @Debby_210
308 Followers 3K Following I'm thankful for my struggle because without it I wouldn't have stumbled Across my strength
Elon musk @Elon_musk199
98 Followers 3K Following thanks for your support in my dream and career I’m happy a fan 🚀
Tiffany Greene @TiffanyGre51718
507 Followers 572 Following
꧁༒☬Azalea☬༒.. @DonnaBovey
1K Followers 2K Following 🌈🎀 Fashion Collector 👠👘💎 Like to make friends all over the world, 🌍✈️🚁 Fitness, skiing, diving 🏇⛷🧘♀️🤿 like cryptocurrency.#BTC #ETH #XRP
Charmaine @Adi77533736
41 Followers 680 Following Technical Things is my forte , former Wallstreet and Coinbase staff, sometimes nerd with humor
Alasdair Macleod @MaacleodFinance
62 Followers 1K Following Head of Research for Goldmoney and SchiffGold. Educator for sound money and demystifying finance and economics. Background: stockbroker, banker and economist.
mi 🐳 rna @mirna_nana69
109 Followers 1K Following The laziness you once stole will become a slap on your face. Work hard and make progress, not to impress others, but to live up to this life.
Garic Moran @GaricsMoran
23 Followers 2K Following Moran Tice Cap Mgmt - RIA - Precious Metals Equities Specialists. Tweets are not investment advice: do your own due diligence. 37 years of macro investing!
The GPT Portfolio @chat_gpttrader
753 Followers 2K Following "Chat GPT can pick stocks better than hedge funds" So we're giving it $50K to see Powered by @joinautopilot_ @BardPortfolio 😉 *Not affiliated w/ OpenAI
Alexia❤️ @Antoniohytna
2K Followers 0 Following There are no miracles in the world, only the power of concentration and focus❤🫰
Rick Rule Rhetoric @RickRulleRulz
3K Followers 2K Following Sharing insights and analysis from the mind of the legendary resource and commodities #Investor and #Speculator for the Rick Rule fans. (Not the real Rick Rule)
Elon Reeve 𝕏 musk @ElonX121
62 Followers 3K Following CEO, and Chief Designer of SpaceX and product architect of Tesla, Inc. Founder of The Boring Company Co-founder of Neuralink, OpenAI🚀🛰️👨🚀
Garbage @slaln22627255
35 Followers 1K Following I will work hard to become excellent and live a proud life
Tom Luongo (Head snee.. @TFLI728
34 Followers 387 Following #Gold #Goats & #Geopolitics. It's time to get serious about collapsing institutions. Long Guillotines, Rope Makers and Lead Futures
Dwayne Sparkes @sparkes_dwaynne
72 Followers 2K Following Prospector. Passion for all things science and exploration. My thoughts are my own. DYOR. Nichols Point Minerals.
Tolga Kumova @KumovaTolgar
151 Followers 4K Following Investor My tweets are my opinions. I am not a licenced financial advisor and what I say should not be considered financial advice.
Otavio (Tavi) Costa P.. @TaviCostapv
39 Followers 921 Following Only private elites here 📍i will mainly talk about stock market, price action analysis etc. ONLY FOR A FEW PEOPLE. 📌MAIN PAGE: @TaviCosta
Otavio (Tavi) Costa @TaviCostai
606 Followers 4K Following Crescat Capital partner & macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/TFA5qw7Wvb
Reesmay @Reesmay186312
193 Followers 3K Following
Lawrence Lepard, “f.. @LawrenceLepad01
1K Followers 5K Following Investment Manager, Equity Management Associates,LIC. Sound money advocate. Gold stock fund manager.Austrian economist. Anti-Federalist. CrossFit Athlete. #BTC
Hailey Sophia Dickson @SophiaDickson58
77 Followers 801 Following Partner @BrownRudnickLLP, Legal Analyst @forbescrypto, Founder @_CryptoConnect_— Previously Regulatory Counsel @Coinbase , @bitFlyerUSA, @SilvergateBank 🔥
bRight Agent @bRightAgent_Aus
786 Followers 2K Following 👉🏼 bRight Agent helps Aussies save money when they’re thinking about selling their property. 📲 The FREE bRight Agent App is available for both iOS & Android.
Vera @Vera11546715749
20 Followers 1K Following
Irene @Irene36891
3 Followers 266 Following I am Irene,I must say i am pretty open minded,affectionate,looking for an honest man who knows what it takes sharing the ups and down in a relationship.
Luke Gromen @lukeGroomen
105 Followers 3K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & I." I never solicit via DM's. RT not endorsements.
Alasdair Macleod @MaceleodFinance
629 Followers 4K Following Head of Research for Goldmoney and SchiffGold. Educator for sound money and demystifying finance and economics. Background: stockbroker, banker and economist.
David Rosenberg Priva.. @DavidRosiePriv
14K Followers 13K Following I'll discuss mainly about the Price Action analyses of the Stock Market. Exclusively for Elite Traders, Just for a Selected Few. MAIN PAGE: @EconGuyRosie
emily anna @jst_proj_x_6
418 Followers 1K Following Don't let yesterday take up too much of today. Travel, fitness and golf enthusiasts take life seriously, lively and cheerful. 🌟🌟🌟🌟🌟
Dwayne Sparkes @sparkes_rdwayne
109 Followers 2K Following Prospector. Passion for all things science and exploration. My thoughts are my own. DYOR. Nichols Point Minerals. © Perth, Western Australia •
Winniepooh💫 @Smile_online6
1K Followers 808 Following It’s not that I’m used to going to bed late! Everyone wants someone who can persuade them to go to bed early🍷
Paola Rojas 🐝 @paola_r0jas
85 Followers 1K Following Talking metals, stocks & tech. Investor, corporate advisor, buy + sell side; $80MM+ in deals. AAusIMM. CEO @synergyrescap • mentor @blackbirdvc Jump in ↓
Richard Fakhry @ScroogeMcd54
223 Followers 3K Following "I don't know how to play chess, but to me, life is like a game of chess"
Errol Hove @errol_hove
51 Followers 700 Following
Anne-Marie Baiynd, Tr.. @AnneMarieTrad
146 Followers 2K Following Believer✝️Grounded, Grateful. Multiple Time Frames Trader, Metastock, MotiveWave, https://t.co/OcNAP5EBgS, BenzingaPro, https://t.co/8JnIwsNvyB, https://t.co/9C7PdegOBf
🥰Erin @LoritaWardup
103 Followers 236 Following 🌈🌈I like traveling, golf, fitness, reading, cars and music. 🌸🌸 silently follow🥰
Stefi Maher @StefiMaher
3K Followers 2K Following Digital Communications Director at @NWRComms. #ASX-listed #resources, #tech, #biotech small to mid caps. Views are my own.
Mining Visuals @MiningVisuals
4K Followers 87 Following Bringing a continuous stream of up-to-date information about mining companies and projects from around the world. [email protected]
wayne bramwell @BramwellWayne
315 Followers 154 Following
Armchair Warlord @ArmchairW
99K Followers 1K Following Weaboo, author and battle theorist. Interactions are not endorsements.
Tom Luongo (Head Snee.. @TFL1728
49K Followers 2K Following #Gold #Goats & #Geopolitics. It's time to get serious about collapsing institutions. Long Guillotines, Rope Makers and Lead Futures
Arnaud Bertrand @RnaudBertrand
216K Followers 1K Following Entrepreneur. Previously HouseTrip (sold to TripAdvisor), now https://t.co/C4SmZQ8JaE Subscribe if you like what I write
Keith Goode @Eagleresa
5K Followers 2K Following Independent research of ASX listed mining companies based on site visits. Gold & Platinum follower / analyst since 1976
John Lee Pettimore @JohnLeePettim13
46K Followers 3K Following Mining mechanic. UG OP 3X Red Seal. Mine Rescue. CAF Vet. From the Tien Shan mountains of Kyrgyzstan to the bitter cold of the Yukon. Mining 40 yrs. retired.
Kathleen Tyson @Kathleen_Tyson_
28K Followers 442 Following Global liquidity plumber (triparty repo, FX & optimisation), former central banker & author of Multicurrency Mercantilism: The New International Monetary Order.
Westgold Resources Li.. @LimitedWestgold
201 Followers 78 Following Westgold Resources Limited ASX: WGX is a progressive, growth oriented Western Australian gold miner
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
MinerDeck @MinerDeck
20K Followers 30 Following ❤️ Lovers of miners & metals 📸 Makers of bite-sized visuals ✨ Checkers of sentiment 💎 Not financial advisors
Keith Weiner @RealKeithWeiner
13K Followers 1K Following Founder and CEO of @Monetary_Metals, Economist, Specializing in gold, money and credit
Gold Telegraph ⚡ @GoldTelegraph_
320K Followers 986 Following Gold, Silver, Crypto, Commodities, News, Macro, Commentary, and The Unmasking of Economic Truths. 🌍
Daniel Oliver Jr. @Myrmikan
11K Followers 237 Following
Grant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
coloradotravis @coloradotravis
69K Followers 1K Following BEARLORD || Philosophy degrees are worth it. CEO of a new thing. On threads; same handle.
The Sirius Report @thesiriusreport
186K Followers 170 Following We laid out plans for the multipolar world years ago and have been detailing all the major developments since then, including the ongoing demise of unipolarity.
LongConvexity @LONGCONVEXITY
33K Followers 526 Following #GlobalMacro PM-20+ years on the buyside. Trade liquid products in both DM & EM. Tweets & Re-Tweets are not financial advice or endorsements.
KKGB Kitty @INArteCarloDoss
174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
contrarian 8888 @contrarian8888
60K Followers 835 Following Former hedge fund manager of a multi billion dollar fund. Interested in commodities & startups. Nothing should be construed as investment advice
Burak @Tradingchannels
18K Followers 13 Following https://t.co/XFG3ohy0hu #stocks #investing #commodities #forex #sp500 #nasdaq #bitcoin #oil #gold #silver #natgas
BuyLowSellHigh @BLSHigh
17K Followers 59 Following Full time Trader I just follow the charts and go with the trend long or short .Always looking for a trade off support and resistance levels. #volume #momentum
Respeculator @respeculator
17K Followers 1K Following Resource Speculator. “You've got to risk it for the biscuit" Everything said is OPINION not fact, DYODD.
JD 🇨🇦 🇳🇱 .. @j0nathandavis
4K Followers 229 Following This is not advice. Writer of The (free) Booms & Busts Reports #freespeech #freemarkets If only. Social conservative.
⭐️ Monica Kingsle.. @Monica___K
13K Followers 385 Following #ES #bonds #gold #silver #oil #USD analyses, swing trading mail alerts, consulting, intraday also with @ellinraul || Site Terms apply || https://t.co/jGlWFGKEkC
DowGoldEquals1 @DowGoldEquals1
14K Followers 83 Following Amateur technical analyst charting the secular PM bull market.
BtL Finance @BtLFin
1K Followers 115 Following ASX/TSX Gold Investor focusing on juniors/mid-caps. Subscribe on Patreon for video analysis of miners and metals.
Epic Maps 🗺️ @Locati0ns
847K Followers 36 Following Educational and informative world Maps 🗺️. Scroll Down & Get More Knowledge. We do not own any content posted. Dm for removal/credit.
Michael Graffin @mgraffin
4K Followers 3K Following STEM & Robotics Consultant. ISTE Emerging Leader, Photographer, PhD Researcher. My dubious claim to fame: surviving a skydiving mishap and a NZ volcano.
Michael Ballanger @MiningJunkie
3K Followers 104 Following Precious Metals Enthusiast since 1978 - editor and publisher GGM Advisory Inc. founded Jan 2000 email: [email protected]
Stefano Bottaioli @stebottaioli
24K Followers 756 Following Financial Advisor - Private Banker - Analyst Visit my international blog: https://t.co/iGyoL2CnMT
Palobar @panpalobar
8K Followers 7 Following Price & Time market cycles | Commodity & FX trader Passed all three levels of the CFA Program "Μηδείς αγεωμέτρητος εισίτω"
Peter Warburton @Dr_P_Warburton
233 Followers 96 Following Applied Economist- direct credit theorist. Author. Occasional lecturer. Independent Consultant.
Simon @sich8
17K Followers 16 Following It's true: Charts help to predict the future ~ “Untethered from Gold, the dollar floats on a sea of hope & guesswork”. Nothing here is financial advice 🇬🇧
TF Metals Report @TFMetals
67K Followers 33 Following Turd Ferguson is NOT a soothsayer, a psychic or a witch. After all these years, he simply has a decent handle on the gold and silver markets.
Gascoyne Resources @GascoyneRes_GCY
285 Followers 329 Following Gascoyne Resources is an ASX-listed gold mining and exploration company, based in Western Australia. Flagship Dalgaranga Gold Project. #ASX $GCY $GCY.AX #GCY
Graddhy - Commodities.. @graddhybpc
67K Followers 19 Following 29y in markets, commodities sector investor/swing trader, unique combination of cycles + technicals = leading charting & edge, 20y in mgmt consulting
Trent Norris @TrentNorris13
3K Followers 435 Following
Patrick Karim @badcharts1
86K Followers 61 Following Chart trader. Scientific "weight of evidence" market analysis incorporating risk & money management. Sound money advocate.
Lance Lewis @lancejlewis
4K Followers 69 Following Lance Lewis manages Lewis Capital's Gold & Gold Equity Strategy and publishes a daily letter focused on gold and gold mining equities at https://t.co/M25AL2wguf
Kieran Barratt @KieranBarratt
1K Followers 282 Following Views expressed are all my own. They should not be considered investment advice.
Gold Ventures 🟡 @TheLastDegree
113K Followers 200 Following 💛 Investor in tenbagger 1.000% Junior #Microcap #Miners #Silver #Gold #Lithium #Copper Retired 38 | not paid not sponsored = unbiased | NOT FINANCIAL ADVICE
Steven Van Metre - AI.. @MetreSteven
61K Followers 73 Following Inventor of Portfolio Shield™, Macro Fund manager, YouTuber, & creator of Momentum Timer Pro™. Disclosure: https://t.co/LNS7LXaoH4
David Hunter @DaveHcontrarian
200K Followers 47 Following Contrarian Macro Strategist w/50 years on Wall Street
Look forward to Australia having US style crumbling public infrastructure as it continues to become more price prohibitive to construct and maintain… but hey at least we will have the developed world’s most expensive poorly built hooms. Play stupid games win stupid prizes.
All of it is happening. 1- Israel reacting before US presence is gone 2- Japan/AU looking to beef up military 3- EU getting ready for post nato world 4- US pulling in reigns and paying exit money everywhere Started with Afghanistan. ends with war in LATAM
BRICS and the US Waning Sphere of Geopolitical Influence
So let's unpack this shall we. Melbourne property prices are stalling because of not enough investors. Yet investors are apparently not driving up property prices. Which is it?* *rhetorical
Melbourne’s property market has stalled with median house prices expected to be eclipsed by almost every other Australian capital city within 12 months. Experts are blaming the slump on high property taxes, which are deterring investment | @jbmaggio
@respeculator Needs a friendly major willing to chip in poss up to ~$1bn for Boda - current gold mine cashflow perceived to be going to it too.
Pre-market commentary 4/30/2024 The currency war continues. Just so you can see it - the purple line is the russian ruble. Blue is china - when the blue line goes down that means the chinese yuan is getting weaker. When the green line goes up that means these g7 countries…
The Roman emperor Augustus once said: "I found Rome built of bricks, I leave her clothed in marble" Considering the huge windfall Australia has enjoyed from commodity exports since 2004, we should have the modern equivalent, but instead we have falling per capita outcomes.…
Picking up quality tier 1 deposits early enough to make bank is an amazing skillset. I don’t have that. I try pick up the flattened turds off the road that no one wants that may be worth more than zero.
‘Millionaire migrants’ flood Aussie property market' A new report has concluded that Australia welcomed more millionaire migrants than any other nation in the world in 2023. Source: couriermail.com.au/property/milli…
$ALK.AX A$350m MCAP, A$300m EV Has a 70kozpa gold mine going to 100kozpa that should (post expansion) justify that price tag (say 100kozpa at A$1.5k/oz margins).. 🤷♂️ Also has the ~15MozEq Boda/Kaiser deposit... maybe out of the money Au/Cu play... or... maybe not??
Beta Hunt, Big Bell, Bluebird-South Junction and Starlight- a portfolio of growth assets in production TODAY… with Great Fingall hot on their heels #todaynottomorrow #unhedged #gold
@jutebox67 @sich8 Serious question. If he's still looking lower, it's probably going lower.
While Gold complied with the Bear Flag, look what happened to the USD 👇
Japan is starting to figure out what it needs to do.
Australian retail spending (ex-food) on a rolling 12 month basis (ex-pandemic) has recorded its weakest result since records began in the early 1980s. And figure doesn't factor in inflation or population growth. More on that next week.
Today's economic news: "growth stalls in Texas service sector while price pressures continue easing"; Chicago PMI continues to tank; consumer confidence way below expectations; employment cost index above expectations: stagflation continues to be the most likely outcome.
Please note, traders are best advised to wait for the close to confirm, I'm just being transparent here with my trades. It's likely I will add to hedges if/once this breakdown gets confirmed.
“Replacement cost” now a very important valuation metric in an inflationary environment (plus regulatory enviro) What was once $4bn to build was $8bn last couple of years and probably $12bn in 3-4yrs if looking to develop today Care and maint infra suddenly looks interesting 👀
The ‘build or buy’ copper maths that could guide BHP’s bid for Anglo on.ft.com/49W4xdL
"What currency will replace the USD?" No currency will replace the USD, but gold continues to replace USTs at the Central Bank level. System evolving to "buy commodities in local FX, settle local FX commodity deficits in local goods & gold that floats in all FX." Via…
BANK OF KOREA CONSIDERS BUYING MORE GOLD IN MID- TO LONG-TERM
"Predictably robust: @PerseusMining has delivered beats on both volume and costs in the March 2024 quarter." Latest report from Barrenjoey below on $PRU with an Overweight rating and $2.50/share price target 📈
As we move closer to becoming a 400,000+ oz pa producer in 2025 as we bring Kiaka online, we would like to take this opportunity to share some of $WAF's highlights from the past few years, and thank our supporters – we look forward to continuing to share this journey with you.
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