peony
@peonyKingOF
I eat art and shit poor trade ideas
Bloomberg @business / @greenwombat coverage of $TMC vs $OMEX is bullshit. $TMC clearly fits the profile of a grift. 0 rev and burning ballpark 100m a year since going public five years ago. ZERO REV. Yet seemingly every they have a "deep sea mining" story which is a fluff piece…


Fintwit had folks bracing for an apocalypse bc a few shitcos popped off: Market macro drives shitco price action, never the other way around.
15% seems bullish if that marks the end of the rigamarole
TRUMP PLANS TO IMPOSE BLANKET TARIFFS OF 15% OR 20%: NBC
reasonable tariffs, markets crank as folks de-hedge, trump riding high on tariff victory has even less reason to poke the fed around, long-tail risk on that fails off...market soars for a couple months until it can come up with another reason to be paranoid about total market…
$OMEX $TMC WHY IT'S IMPORTANT President Donald Trump signed an executive order in late April aimed at boosting the deep-sea mining industry, marking his latest attempt to boost U.S. access to nickel, copper and other critical minerals used widely across the economy.
from the data center EO. Trump wants coal to be part of the data center boom. I think it happens at some point.

Trump: “It looks like it’s about $3.1 billion. It went up a little bit…The $2.7 is now $3.1.” Powell: “I’m not aware of that.” Trump: “It just came out.” Powell: “This came from us?” Trump: “Yes.” Powell: “You are including the Martin renovation. You just added in a third…