Perhaps most important chart in macro right now 10y UST yld - 10y JGB yld (blue) v. USDJPY Markets appear to be discounting that the rate that forces BOJ back into YCC to avoid a Japan (& then global) debt crisis may not be too far north of here BTC crash & gold vol = symptoms https://t.co/1hHyKWVJrD

Original source ↗ | February 05, 2026 at 15:28 UTC | Twitter - @lukegromen

IDEA 1 TICKER: $SLV DIRECTION: short THESIS: Historical analysis suggests that $SLV, after 20% corrections from ATHs and major tops, tends to experience deep and long declines. SPEAKER: @markminervini TIMEFRAME: long-term

IDEA 2 TICKER: Crude Oil (or related ETFs like $USO, $WTI) DIRECTION: short THESIS: A significant black-market glut of over 100 million barrels of oil, held in storage and tankers, suggests an oversupply that could depress oil prices. SPEAKER: @burggrabenh TIMEFRAME: medium-term

IDEA 3 TICKER: XLP (Stap

Views 158,223

Retweets 223

Likes 1,561

Replies 92

Quotes 22

Bookmarks 562

Trade Ideas

Ticker	Direction	Speaker	Thesis	Time
CRUDE	SHORT	@burggrabenh	A significant black-market glut of over 100 million barrels of oil, held in storage and tankers, suggests an oversupply that could depress oil prices.	—