Based on the general commentary and DM questions I've gotten re: $abx I think there is a really simple misunderstanding that if you take 2 seconds to think about, will clear this up. The general fear is accounting shenanigans / overinflated sales prices because what securities 'always goes up in value' The answer is, really obviously, a life insurance policy.

Wall Street is making a fundamental categorization error with $ABX. The market is still valuing it as a capital-intensive legacy life insurer, completely ignoring its rapid transition into a high-margin alternative asset manager. With institutional longevity AUM quietly scaling 4x year-over-year to nearly $1B and a forward P/E hovering near 10x, the structural setup for massive multiple expansion is hiding in plain sight. 🧠💼 #AltAssets #ValueInvesting auth.flash.stocksentinel.ai/…

Red to green folks. Just keep pumping it

$7! $7 handle oil

Funny how confused people are today. The market isn’t rallying because of the Iran war. Sorry. It WASN’T rallying before because of the war. People were afraid, so they didn’t chase all the earnings growth and expanding TAM. Now the wars officially-ish over, the market is starting to rally to where it would have been Hope that helps

I can report that some Mid East nations have more oil (in reservoirs) that they can load faster than you think. Time stamp this.

So… if Treasury really did manipulate oil prices lower during the war.. are they basically geniuses and patriots? They bought low, sold high, then shorted high and will buy low, on behalf of the tax payer. Like, that’s awesome, no?

🫡

I imagine the Anthropic conversation with the government went something like: “Companies jailbroke your tech - wtf” “No they didn’t” “Yes, they did” “You’re right to push back, they did. Whoops”

Fighting the masculine urge to start a new account that spews doomerism and converts everything into bad news and anti-America takes Think I could get to 100k followers in 6 months?

Hope you all survived the $spcx ipo and 33rd Iran deal announcement aftermath today! Have a great weekend

Will be a massive up day today, and Monday too. Enjoy!

This is my favorite argument. In Hiroshima, roughly 140k people died due to the nuclear bomb out of 350k. That’s 40% of the city. In Nagasaki, 80k people died out of 263k. That’s 30% of the city. In Gaza, 73k people have died (according to GHM) out of 2.3 million. That’s about 3% of the population. A substantial percentage of that are terrorists. So Israel has dropped an amount of bombs on Gaza that exceeds the power of the nuclear bombs we dropped on Japan and yet the death toll is far lower both proportionally and on a raw numbers basis. How is that possible if Israel is committing genocide? Maybe it’s because they’re not.

What’s so funny about today is earlier this week we saw so many articles about how Trump has promised a deal 32 times, and he can’t just keep pumping the markets like this. Today is the 33rd time. 🤣🤣🤣 Guess what, if it’s all Bs, he’ll just do it again. What, you think the 34th time is the one that’ll finally get em?

Gunna die laughing when oil has a 7 handle

Back in $clov and $ngl

Back in $wolf

Hit a ton of topics today in a 60 minute live podcast. Spent the most time explaining $LESL which is up huge today and doing an NDR tomorrow. We outliend what a coercive exchange looks like and why the term loan was sitting at 40 and why that is oddly bullish for the equity IYKYK... open.substack.com/pub/lakeco…

What the oil bulls are missing is pre war China was artificially supporting the market to the tune of a couple million barrels a day, and yet oil was sitting at $60 Think about that. Where would oil have been without China build reserves? So if this normalizes, yes other countries will wanna rebuild reserves, maybe China too, but what if China… doesn’t? What’s real end demand vs one time reserve building?

$LESL see you in double digits

I’ve slimmed my port way way down Now just own: $lesl $abx $rily $asps And that’s it!