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Gold is very dumb, it is like SPX but dumber. The market is segmented into 3 major exchanges - COMEX, LBMA (London), and Shanghai There are some smaller OTC markets like India, but those don't really matter that much
Gold is a physical commodity that has a cost of carry, but it's not volatile. With few exceptions, the futures term structure is very stable, and usually the exceptions are due to exogenous shocks like I think COVID (if I remember correctly) and Trump's tariff stuff.
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Oh, i forgot, 3% applied materials (MP). It's the only position of mine that's not a tech company, but I just figured the entire supply chain was being bought up and China was being sussy baka + I traded it in 2021 alongside NMM, Gamestop and Palantir. Anyway, up 30% so far.
oklo has a gap down at 80-110. decent accumulation zone is 50s-80s and lower, which we may or may not see bc it's got more contracts since that time. until then i'm just farming selling calls on my shares, and @zephyr_z9 has had some good picks lately.
Gumroad in India: Feb 16-20! Save the date
2027*
https://t.co/LmN6sBLkwj it turns out if you take code context engineering very, very, very seriously... it's useful for humans too
launched
btw if you liked DeepWiki, you're gonna love what's coming next for repos like this. trying to see what we can open source too.
https://t.co/LmN6sBLkwj it turns out if you take code context engineering very, very, very seriously... it's useful for humans too