Nutstuff @Nutstuffalpha

@SquirrelMacro You are an Australian now….

@agnostoxxx Genius am stealing!

IN THE NEXT FEW DAYS, 2 NUTSTUFF LIVE EVENTS. 1. Today is Bank Holiday Monday, 4.00 PM UK TIME. Nutstuff sits down “Live” with Raoul Pal: Register here: luma.com/nf9fvwg0?_kx=1… 2. Next Saturday, 30th May, 1 PM -5 PM: My old friend Piers Buckworth has put this 1-day event together in Mayfair. Nutstuff is one of the 3 Presenters/Hosts. Register Here: eventbrite.co.uk/e/inside-the-t… Get FREE 30 Day Trial: nutstuff.co.uk

“There is something genuinely rotten about the way modern politics launders people like Martina Anderson into respectable public life as though decades of bombs, blood and terror were merely an awkward youthful phase. This was not some harmless activist waving placards in the rain. She was convicted in connection with IRA bombing operations tied to a movement that left civilians mutilated, hotels destroyed and entire cities living under the constant threat of explosives. Yet now Britain’s political class smiles beside her in photographs as though history has simply expired through boredom. The truly grotesque thing is not even Anderson herself. Violent movements have always produced zealots. It is the moral collapse of supposedly serious politicians who appear beside figures associated with organised terror and expect the public to treat it as normal. Millions of ordinary people still remember the IRA not as an abstract “struggle”, but as screaming sirens, shattered glass, body bags and fear. That anyone aspiring to lead Britain can casually stand beside that legacy without visible discomfort tells you a great deal about how insulated Westminster has become from ordinary moral instinct.”

The electorate is no longer choosing governments so much as hurling bricks at an entire political class it regards as useless, vain, self-serving and faintly ridiculous. Britain now feels like a decaying provincial department store staffed entirely by DEI officers and communications managers. At the same time, the escalators fail, the lights flicker, and someone is being stabbed in the car park. Keir Starmer, with all the charisma of a cancelled train announcement, has somehow become the perfect symbol of it. Britain now feels less like a country with the political class remaining hypnotised by pronouns, “lived experience”, Net Zero sermonising, and whichever imported grievance is currently fashionable among middle managers in North London. This has all the hallmarks of late-imperial decay: too much debt, too little purpose, collapsing demographics and a governing elite which has spent so long marinating in taxpayer-funded abstraction that it no longer recognises reality when it crashes through the window carrying a machete.

👉 READ HERE: commonsensestocks01.substack.com/p/cannabis-psy… In the glittering circus of an indebted, entitled, increasingly materialistic, and morally bankrupt USA, where the masses stay blissfully plugged into their glowing screens, puffing cannabis, and micro-dosing psychedelics like it’s the new national pastime, there’s a deliciously brutal irony at play: President Trump, with his signature blend of chaotic communication and unfiltered bravado, has thrown policy lifelines to both industries. Gosh, Nutstuff cannot think why!? • Subscribe for more: commonsensestocks01.substack.com • FREE 30 Day Trial: nutstuff.co.uk • Get 40% Off: nutstuff.co.uk/pricing-plans/… • Disclaimer: nutstuff.co.uk/about/disclaim…

@gave_vincent Love this. Sadly notttttt

SpaceX will be the biggest wealth transfer in stock market history. Not from rich to poor. Not from poor to rich. From passive ETF investors to SpaceX insiders. Here's the machine: Nasdaq changes its rules → SpaceX joins the index on Day 15. Hedge funds front-run the forced bid → the price explodes. QQQ is legally forced to buy at the top. The Lock-up expires → insiders sell billions. Passive funds are forced to buy again. 1,000x earnings. 125x sales. You are not investing in SpaceX. You are simply the exit liquidity.

@hkuppy They are Kuppy as I said a week ago! And are making out like bandits!

This Business Is About To Explode! Click to watch the full video: commonsensestocks01.substack.com/p/will-nutting… Subscribe here: commonsensestocks01.substack.com FREE 30 Day TRIAL: nutstuff.co.uk Disclaimer: nutstuff.co.uk/about/disclaim…

Reminder: Inside the Investment Minds: Macro, Markets & Opportunity 📅 TODAY 16:00 UK [11:00 EST] Raoul Pal (Real Vision), Nick Finegold (The Fat Gladiator) and Will Nutting (Nutstuff) will share their views on the macro landscape, market positioning and where the next opportunities may lie. This will be an open discussion, members are encouraged to contribute directly and engage in the conversation in real time. Given recent market turmoil, the timing couldn’t be more relevant. Expect a candid exchange between three investors who think independently and aren’t afraid to challenge consensus. 👉 Register: luma.com/xq3o2pxi

As Iran-West tensions escalate, Nutstuff’s Will Nutting breaks down the "Unknown Unknowns" facing the Middle East. From Brent Oil hitting $90+ to a potential "run on Dubai," here is how to position your portfolio for a multipolar world. WATCH HERE: commonsensestocks01.substack.com/p/will-nutting… Subscribe to get more investment insights: commonsensestocks01.substack.com Nutstuff Portfolio: nutstuff.co.uk/subscribe Disclaimer: nutstuff.co.uk/about/disclaim…

@SquirrelMacro Indeed we do

AN OBSERVATION - GOLD MINERS: Are arguably still priced for $2,000 gold. GDX trades at roughly the same multiple it did two years ago, despite gold running from $2,000 to $5,000+. If even a fraction of this revaluation thesis plays out, it is the miners have the most operational leverage.

@agnostoxxx @Citrini7 Best best… made my week!

Let’s talk about Helium ($HNT). 📡 It’s up 65%+ off the lows. Why? Because it’s no longer a "crypto experiment." Today, 3.4M users connected to Helium. 1M added in the last month. That is roughly 1 in every 100 Americans using the network without even knowing it. READ HERE: commonsensestocks01.substack.com/p/agentic-econ… Disclaimer: nutstuff.co.uk/about/disclaim… FREE 30 Day Trial: nutstuff.co.uk

Why energy and logistics beat apparent dominance. Click to watch the full video: commonsensestocks01.substack.com/p/nutstuff-com… Subscribe: commonsensestocks01.substack.com Disclaimer: nutstuff.co.uk/about/disclaim…

@hkuppy Great?

RIG buying VALARIS! Honestly this deal is not a one-off curiosity; it is absolutely the template for how capital reallocates when constraint finally ‘trumps’ narrative. Nutstuff went through this entire rationale this morning. Offshore drillers have survived a decade of starvation, wrote off balance sheets, scrapped fleets and outlasted the ESG purge and are now finally discovering that scarcity has a price. A $5.8bn all-stock take-out is not a cyclical top signal but a simple reset of terminal value: public markets were still pricing decline while corporate buyers are underwriting permanence. Transocean, Noble and Seadrill still trade on optically cautious multiples despite replacement costs and forward cash flows that private buyers already capitalise at materially higher rates. The same mispricing runs through offshore services and OSVs, specialty shipping, and yes even coal ( see thoughts earlier!), all where listed equities sit on 2–3× cash flow while private capital quietly assumes terminal value and harvests yield. I’d own these assets not because they are fashionable, but simply because they are real and cannot be replaced. This is not really a bet on oil prices ( clearly not in 2026! ) or on macro heroics; it is simple arithmetic. When public multiples imply extinction and take-out multiples imply some value of infrastructure, I salivate!