Vince Stanzione
@Vince_Stanzione
Trader & Investor 37 years experience, NYT Bestseller Millionaire Dropout, Author, Financial Spread Trading, Derivatives, Tobacco, Gold, Energy, Short seller
$K $KLG 2 years after the spin off both parts have now been taken private (Mars & Ferrero), releasing shareholder value. Sadly not enough spin-offs are happening as few activists are left now we are in the indexing era @BillAckman
$OPEN If I bought this stock on a credit card and drops 30%, can I do a chargeback - asking for a friend? 🤦♂️🙃 #memestocks
$ABVX Abivax S.A. ADR Well done to those that got this one up 500% so far today. Question is does it get taken over and at what price? Maybe $100. Many missed it as its main listing is in Paris. ir.abivax.com/news-releases/…
Unlike the fake Powell letter, the below is 100% real 🫡 Those that reposted yesterday's letter should post this instead
I’M NOT FUCKIN’ LEAVIN’
You can always trust wall street to F up a good idea. Satoshi must be in tears 🥲
JUST IN: $4.3 trillion JPMorgan considers offering loans backed by clients' cryptocurrency holdings.
$SLV $PHYS #silver if we ignore the $50 Hunt brothers 1980 price and use April 2011, when it reached US$47.94 as the high, now factor in CPI - purchasing power we need at least $67 an ounce just to get back to the 2011 highs. Silver still remains very depressed and other 50%+…
$SBSW Sibanye Stillwater up 175% YTD. Bitcoin is not the only game in town... #platinium #palladium x.com/Vince_Stanzion…
$SBSW Sibanye-Stillwater Ltd This has been very beaten up with weak PGM but finally looking better up over 70% YTD stock could see US$10+ in next 12 months maybe quicker. #platinium #palladium thevault.exchange/?get_group_doc…
$SPY The chosen 7 whilst the 493 are just about growing and that is likely thanks to "creative" accounting - I will stick with my #gold rock #usearnings h/t @factset for graphic
$CMG Chipotle Mexican Grill earnings out after the bell, 23rd July. Looking for earnings to be a little light and growth slowing. On a forward P/E of over 37 and PEG 3.2 looking overcooked for now. FD: small short 🌮🌯
$TSLA Trump-Musk row could cost #Tesla billions in crucial subsidies @GordonJohnson19 "without the subsidies, Teslas business is losing money" youtube.com/watch?v=KpOMYC…
$mo I would vote my shares in favour of this Altria is underperforming #tobacco
Altria-JT Merger: This is Day One The prerequisite for this merger is to force the Japanese State to divest its 37.5% stake in JT Japanese State cannot stay forever both as a regulator and a player in the market. It will eventually sell its JT stake. This feels like a good time…
$GLD $PHYS If @realDonaldTrump fires J Powell then #gold goes up at least $250 an ounce from here within 72 hours... and I will wear my gold tie! #FederalReserve #jpow
We are so far removed from the bitcoin white paper - I have always said that Wall Street will take a good idea and F*uk it up. 🥲
🧐 LEVERAGE ON LEVERAGE? SOUNDS SAFE Wall Street just created an ETF that puts leverage on top of @Strategy's already leveraged $BTC play. Roundhill’s $MSTW offers weekly payouts and 20% extra leverage, but you lose 1.2% for every 1% $MSTR drops. The details are wild... 🧵
$GLD $PHYS @realDonaldTrump is going to send Gold and Gold Stocks soaring (we have only got started). He wants low interest rates and a weak USD. By the time November 2028 comes, we are going to be at $7,000+ an ounce. #ingoldwetrust
$mo we need an activist investor to get it going but sadly few of those left Elliott could be a possible. Current management needs a shake up. elliottmgmt.com
Sunday Poll: 58% of the respondents think Altria needs a major strategic intervention. Merger with JT (26%) is the most favored course of action If the Japanese Government divests its 37.5% stake in JT, this could be a real possibility $mo --- Past Polls: tobaccoinsider.com/market-pulse
$SLV $SILJ $PSLV Happy Monday to all the #silver bulls as we close in on $40 - wake me up at $50 we are still so early. Remember $50 is not the same purchasing power as $50 20 years ago. A kilo of Silver at $1250 ish is a bargain. #silver
$SLV $PSLV $SILJ Seasonality of Silver we are in a bullish period to end of September h/t @seasonax to learn more about seasonality. #silver #silversqueeze
$SLV $SILJ $PSV Silver $40 is now looking very achievable. Been a long journey #silver
