Member Info for bonker99

Ha - I did say ...

"BOFA WILL PROVIDE NII GUIDANCE FOR 2025 NEXT QUARTER, CFO SAYS"

Oil really getting battered ahead of the US election - predictable really I suppose - it'll be a different matter from 2nd week in November though ...

Bitcoin breakout on the cards:

https://x.com/bonker_99/status/1845831153204261165

That looks like a decisive move on the intraday.

#OPEC October oil market report

oil demand growth in mbpd

2024 cut by 0.11 to 1.93

2025 cut by 0.10 to 1.64

non-OPEC+ supply growth in mbpd

2024 unchanged at 1.23

2025 unchanged at 1.11

OPEC+ crude production fell by 557kbpd m/m to 40.104mbpd in September based on secondary sources

Keep it simple - you don't see large scale M&A in a sector if the outlook is anything buy good.

They know.

I forgot to mention this last week but Bank of America are thought to be in trouble - Warren Buffet has been dumping his shares as quickly as he can for a while now and it's only the Fed propping them up ...

Us senior TinHats on FinTwit suspect that JPM are circling them - their earnings are reported on Tuesday - keep em peeled.

321p

He bought into a Silver mine on the quite last year and paid for the mine power via his own gear.

Mo money laundering.

I wish they'd just plant more trees - I love trees.

We're not too far off a blow-off top on Gold now IMO - I suspect things may change once that's done.

10-year still climbing ...

Fewer tankers transit the Red Sea in 2024

https://www.eia.gov/todayinenergy/detail.php?id=63446

JUST IN 🚨: China expected to announce a new stimulus package of $283 Billion

Between UK and non-UK entities

That would better explain large, organised swaps of shares between UKnon-UK entities to my mind.

It won't last long though so make hay.

$75.4 on that "news" - I still think they'll try and sit on it ahead of the "election" but equally I'll be amazed if we don't see $90 before November is out.

ISRAELI SECURITY CABINET EXPECTED TO APPROVE ISRAEL’S RESPONSE PLAN TO IRAN - SYNEWS ARABIA

If you think this is good then yer gonna lurve November :)

Hammered back down again - likely going to try and keep oil going sideways until after the election.