Just one more thing...
Cloaca Maxima
Joined January 2022
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Pinned Tweet
Exposing #FinancialShenanigans🚩
In the #Uranium ⛏️ Sector
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Pinned Threads:
$GREN Madison Metals🚩
90-post 🧵
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$FUU 🚩
21-post 🧵
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$SUU 🚩
50-post 🧵
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$NXE 🚩
19-post Intro🧵
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Gold tokenization will grow exponentially over the coming years. This will enable easier global access to borrowing with gold as collateral.
ROAD TO Link:NYC
NEW: The Hong Kong Gold Exchange (HKGX), the world’s fourth-largest gold trading venue by volume, is bringing its gold-backed token to Chainlink CCIP.
@goldzipxgz is integrating CCIP with @midaslabsxyz, enabling HKGX backed XGZ to move securely across blockchains.
I'm genuinely baffled by how many bad takes I've seen on Serbia's election. The student list is being portrayed as pro-EU, pro-Ukraine, and anti-Russia, while Vučić is cast as a Putin puppet or fascist. The actual positions are far more complicated. Propaganda is off the charts.
Truly awesome interview, even for those like me who don't run other people's portfolios. The hedging section is truly good stuff. The physical gold insights, and the consensus about $3,300, and subsequent retail slurping too. Hope to see Robert on interviews more often...
This week @kevinmuir and @PatrickCeresna welcome to the show, Robert Mullen @MRAfunds Marathon Resource Advisors to discuss contrarian investing, portfolio hedging, long volatility, and why energy, copper, shipping, and other resource markets may be setting up for a major regime shift. youtu.be/pH6CR-5PclU
Love these type of videos, and love the Persian/Russian language mix accompanying them.
youtu.be/-tWKm8h_Mdc?is=jLtE…
Reading a lot of comments lately regarding Uzbekistan uranium production increase worries, and im always happy to get served with new bear case, so I started digging in deeper. Will share some thoughts soon.
youtu.be/K-nJE0KENDI?is=JmXU…
Many mistook the "Russian diesel deal" for a literal diesel deal. I argeud it signaled Trump starting to pressure Kyiv/EU to halt 🛢 refinery strikes. Kyiv still sends mass drone swarms into Russia, yet refinery hits have now completely halted for an unusual 11 days. Coincidence?
Is there any better way to explain how retarded and out of sync the Australian 🇦🇺 energy policy is, especially when it comes to nuclear power?
youtu.be/NlxEBd_LL5I?is=qf5N…
IEA: in the 1st 8 months of 2026, a 🇷🇺 refinery was hit once every 3 days. 🇺🇦 is still sending drone swarms deep into Russia, yet refinery strikes have stopped for 9 days straight as targets shift to military/industrial sites. Coincidence, or 🇺🇸 pressure on Kyiv & 🇪🇺 is working?
This must be one of the most bearish $GLO videos i've ever watched. Lmao. Palisades holds $36M stock based on this analysts' due diligence, or buying every financing getting trapped lower and lower? Also, come on, I am sure you met Roman already, girl 🤷♂️
youtu.be/eGJA7yVoQUQ?is=O0ec…
I just broke my rule no. 1 and opened an insignificantly small short on $WTI, and might increase a bit more before close. The whole market is pricing in a restart of US & Israeli attacks on Iran. This is a gut gamble on nothing happening this weekend, or better yet, a huge Taco.
Fully agree. Hearing $NXE's Curyer & McPherson claim "no material changes to costs" since a 2023-dollar FS done at ~45% final engineering is hard to take seriously with costs blowing up all over the curve since latest FS update. They falsely preach transparency while going dark.
At Orano's McClean Lake, Ideon deployed 6 muon detectors in one 300m drillhole for ~7 months. The pods couldn't be imaged directly, but their alteration halo was reconstructed in 3D, matching Orano's geological model. Truly a compelling exploration result. youtu.be/ML-TKtIUi98?is=siHm…
