@WClemente

market enjoyer & student of life. not investment advice, personal opinions which change, etc.

 United States
Joined June 2020
  • Tweets22.5K
  • Following2.9K
  • Followers794K
4.4KMedia

Climbing a Broken Ladder: A message to my fellow Zoomers

Article · @WClemente
115
342
45
1,299
515,788
this is gold's quantum FUD but it's way worse because you can't software update gold.
Marathon Fusion
@MarathonFusion6h
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.
49
58
12
879
68,922
Here's a chart
21
23
2
165
26,701
Will retweeted
fejau
@fejau_incOct 20
Long term bond yields are tightening financial conditions
Kevin Gordon
@KevRGordonOct 20
Stunning. Pending home sales in the US fell to an all-time low in September
14
9
2
181
19,534
Surely peace agreement #1,000 is the real one exactly two weeks before mid terms
26
18
5
672
70,436
Source: Person
*Walter Bloomberg
@DeItaoneOct 20
*IRAN-US TALKS CONTINUE, REPORTS DEAL IS CLOSE ARE WRONG: PERSON
2
43
6,926
*trying not to tweet about btc relative strength to equities*
28
6
2
561
35,529
Do or die spot here for the most important commodity in the world & input to the cost of almost everything Trump might try to pull something out into midterms (not sure what that could be at this point), but this is about as clean of a "cup and handle" as you can get..
36
22
2
384
51,420
Will retweeted
Jonesy
@HedgeyeDJOct 19
Jet fuel crack (Gulf Coast jet minus Brent): Sept 2026: $70.1/bbl, a record in data back to 1990 Prior high: $66.3 (Jan 2023) 1990-2025 avg: $11.6 The margin alone now tops Brent's full annual average price in 24 of the last 36 years. Airfares, meet math.
2
14
4
52
22,491
BRENT REVERSES COURSE, WTI EXTENDS GAINS AFTER HOUTHIS CLAIM ATTACKS ON SAUDI INFRASTRUCTURE; BRENT LAST UP 0.15%, WTI UP 1.5%
36
46
3
408
161,253
Next 12-24 months(?): AI unwind triggers some form of Fed backstop -> BTC shoots to 100k+ -> Incentivize to mine again -> some AI DCs pivot to BTC mining -> production cost rises amidst de-globalization & monetization of energy -> BTC becomes solidified as energy backed SoV
62
50
7
718
52,756
Growth slowdown expectations from AI concerns bringing down the long end paired with sticky inflation from geopolitics = real rates coming down. Positive on a relative basis for BTC and Gold. Won’t be immune to risk off vol event, but nice to see BTC trading how it “should”.
18
11
320
32,885
Records are made to be broken. But I take no pleasure in other people's pain.
Joe Scarborough
@ScarboroughNowOct 16
Mooch, we hardly knew ye. @Scaramucci @KattyKay_
831
1,918
186
26,865
829,537
Brent breaking out, just pushed back above September’s highs. Oil hedges mentioned in here are starting to print today. Shoutout to the homie @qthomp, much credit to him for the idea🫡
Will
@WClementeOct 8

October Macro and Bitcoin/Crypto Ramblings

Article · @WClemente
6
5
106
26,782
Brent crude launches back above $107/bbl Friday gonna Friday
22
46
2
343
29,826
This is really interesting actually. Binary options allowing you to speculate on individual components of a company’s performance. For example, going long trading volume on a very polarizing name instead of betting directionally.
Frank Chaparro
@fintechfrankOct 16
SEC just approved binary options tied to company KPIs, like trading volume and revenue. Markets are moving toward a million ways to express a view on a single company. Expect a lot more new products.
11
4
93
25,751
Elon just had a car do a kick flip off a ramp and turbo boost the landing then rip 0-60 in 0.8 seconds and you’re blackpilling??
17
25
672
36,011
2026
11
10
4
346
41,926
No where safe to hide anymore > Software at risk of being disrupted by AI > AI at risk of getting commoditized > Gold at risk of being discovered on asteroids in Space > Bitcoin at risk from quantum > Quantum computers at risk of being blown up > Cash at risk of inflation Ahh
201
63
37
1,195
198,233
Bitcoin has held up quite well (both outright & on a relative basis) in the face of AI fears, Asia session puking, Ukraine/Middle East showing signs of potential escalation, quantum concerns, even a plague. Doesn’t mean it goes up tomorrow, but surely macro PMs are taking note.
23
26
5
549
41,912
Load more