Thread by @hendry_hugh

I'm incognito hiding my appearance for this week's podcast because I'm taking on the wrath of the BTC community. Love to all - now give us a good spanking so we can reload positions in the 30,000s. I'm really stoked on the opportunities to make money right now.

So many stocks are screaming EPIC BULL MARKET. Gold has endured a super correction. Time to reload. I'll discuss / review next time.Silver, uranium, big miners like Billiton and Rio look v sexy. This is the final explosive Third Act for the commodity complex. You need OTM calls.

But China? It's not rallying...maybe I'm being super cautious and the charts are still hanging on (just!) and they've come back +20%. But those Princes of the Yuan might they just dare to remove the credit lube?

That $1.2 trillion edifice of debts maturing onshore next year...it wasn't supposed to be like this. I don't see China as a covid beneficiary. Ever since 2009 they've bet big that the West would boom. Instead we got low growth and deepest economic slide ever.

That's the real reason behind their debt cliff.

And steel. Steel's a steal. This week, I take you from BTC's less than secret, dirty secret to explain why the mothballing of dirty Chinese steel could prove a boon to the moribund steel sector.

Who would have damn thought..?

400 Positions and no Diversification.

Genius is...to change your mind.

Join us here to see me prostitute myself with the new slimmed down version - I'm fed up being ignored and so I've attempted to cut all my meanderings and get straight to the point.

Elon is the gift that keeps giving. This week I compare the ESG mood to the anti-bank sentiment that ran from the 1930s to the end of the 1960s, and ask, Is Bitcoin today as incongruous as launching Lehman Brothers in the 1930s?

And we move from a critique of dirty bitcoin to a deep dive into the Chinese steel industry - showing why the global ex China moribund steel sector could be poised to enter a rare bull market.

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