Chris Stadele @ChrisStadele
Commodity Trader/Analyst. Talks about #markets #trading #investing #commodities #crypto. livesquawkcommoditycorner.substack.com McHenry, Illinois, USA Joined March 2019-
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China's soaring exports and imports: all price, as volumes collapse
CHINA 3Q GDP GROWS 4.5% Y/Y; EST. +4.4% *CHINA SEPT. RETAIL SALES RISE 1.1% Y/Y; EST. +0.5% *CHINA SEPT. INDUSTRIAL OUTPUT RISES 5.5% Y/Y; EST. +5.5% *CHINA JAN.-SEPT. FIXED INVESTMENT FALLS 7.2% Y/Y; EST. -7.3%
US issues travel alert across the middle east from Qatar, Saudi, UAE, Jordan, Israel Ect. Likely larger strikes on Iran coming.
Oh lord, I pray for safety for neocloud bulls.
BREAKING: Ukraine has launched a "massive aerial attack," consisting of over 1,000 drones, striking a major oil terminal in Russia. The attack comes exactly 7 days after President Trump said Ukraine and Russia had agreed to an "energy ceasefire." Following the announcement, Ukraine's President Zelensky quickly stated that he was unaware of such a ceasefire. This comes after President Trump asked Ukraine several times to refrain from strikes on energy infrastructure due to surging US diesel prices, which are up over +80% since January. Oil markets will reopen in 9 hours.
Well, SHIT. QQQ just dropped -7.29% in exactly 7 trading days from a new all time high. You should see the 1-week forward returns and 5 day draw downs after QQQ dropped at least this much in exactly 7 days from an ATH with VXN under 40.
ATTENTION TURNS TO FED CHAIR KEVIN WARSH’S REMARKS FOR CLUES ON WHETHER OFFICIALS ARE PIVOTING FROM A SKIP TO AN OCTOBER RATE HIKE, WITH EVERCORE’S KRISHNA GUHA SAYING ‘ON BALANCE, WE THINK WARSH WILL TALK IN A WAY THAT DOES NOT SUGGEST AN OCTOBER HIKE’, MINDFUL OF THE GLOBAL WOBBLE IN TECH STOCKS, AS ANTHROPIC TOLD PROSPECTIVE INVESTORS ITS Q3 REVENUE HIT $16.8 BLN AND PENSKE AUTOMOTIVE AGREED TO GO PRIVATE AT A $16.3 BLN ENTERPRISE VALUE.
Nasdaq breaks: *NASDAQ CURRENTLY EXPERIENCING A NETWORK DISRUPTION *NASDAQ: DISRUPTION AFFECTING MULTIPLE MULTICAST GROUPS *NASDAQ: DISRUPTION ORIGINATING FROM CARTERET
The chart Sara just showed on CNBC: collapse in investment grade hyperscaler/AI debt issuance in Sept and Oct
Just how full is the hyperscaler/AI IG debt pipeline: there have been zero deals since the start of September. And SPVs not doing better. As a reminder, debt becomes capex, becomes revenue, becomes EPS. Without debt, there is no EPS growth.
PPI Red Hot: PPI 1.3% MoM, Exp. 0.6% PPI 6.3% YoY, Exp. 5.4% PPI Core 0.7% MoM, Exp. 0.3% PPI Core 5.0% YoY, Exp. 4.4%
Evacuation and dispersal orders have been issued to Iran’s Armed Forces.
MAJOR DEVELOPMENT A NUMBER OF BASES IN IRAN HAS RECEIVED EVACUATION ORDERS TODAY 🇮🇷🇮🇷‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️
Evac orders were issued for a number of bases Iran [Delayed Post via FromIran · 120-second delay] fromiran.sh1n.org/incidents/MiXg…
BREAKING: Iran announces a large UAE-owned container ship carrying more than 2,500 containers hit a naval mine, exploded and sank this morning in the US-backed southern Omani corridor of the Strait of Hormuz. It is the first vessel sunk by a mine in the war. Initial reports indicate the cargo ship was carrying luxury perfumes and iPhones from Dubai.
We discovered a sophisticated recording device that was hidden inside one of our offices. We used our models to understand the device and where it had come from, identifying that a specific employee had planted it a few days earlier. We referred the matter to the FBI, and we’re grateful to the agents and prosecutors who moved quickly to make an arrest. The FBI’s investigation is ongoing and we will continue to support their work. At this time, we have no indications of this individual inappropriately accessing or exfiltrating model weights, source code, or customer data. The employee was terminated. We take protecting our technology, data, and people seriously, and as a matter of national importance. Our security program is designed to protect against a wide range of threat actors, from insider risks to cybercriminals to nation states, and this case is an example of how AI can help address these sophisticated security threats.
Oh my God! Was working just found out about RJ I am heartbroken Though RJ didn’t play my TV son, I always looked out for him as a young kid on set. He was a sweetheart of a young man and will be greatly missed. This is so heartbreaking, I can’t believe it. Thinking of him and his family. 💔💔💔💔💔💔
🕊️ "Breaking Bad" star RJ Mitte has died at 34. tmz.me/4yfaoHe
RJ Mitte Dies: 'Breaking Bad' Actor Was 34 deadline.com/2026/10/rj-mit…
Anti-ship ballistic missiles were launched within the past hour from Iran's Yazd province toward the Fujairah port in the UAE: Sabereen News t.me/SabrenNewss/22…
North Korea has launched 2 ballistic missiles into the East Sea, NHK reports. Contributed by @AZ_Intel_.
MAJOR DEVELOPMENT THE HOUTHIS HAVE ATTACKED THE GHAWAR OIL REFINERY IN SAUDI ARABIA IT IS THE LARGEST REFINERY IN THE WORLD 🇸🇦🇾🇪‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️
WARNING: Strong earthquake (possible major earthquake) is likely in the Los Angeles area - 10/10 to 10/11. ((please warn friends))
FarmPolicy @FarmPolicy
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ai_Q @statFutures
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MaryBeth Griffiths @OklianaFarms
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fjfjfjjffjgjfiso @ffvtggtdchj
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David C. Cox, CMT, CF... @DavidCoxsRJ
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dmac @dmac_Marlane11
7 Followers 1K Following Best female trader on Twitter. Change my mind. 🔥 https://t.co/kmkaqBDdw0 #GoCoogs Nothing said here is financial advice.
KirasEpicTrades @KirasEpicTradel
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Jeson Luongo ✪ @JesonL__Capltal
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Jim @Jimnyassi
144 Followers 2K Following I enjoy meaningful conversations, new perspectives, and the chance to meet amazing people from all walks of life. Don't be a stranger.❤️🇬🇲
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212 Followers 1K Following Independent Alberta. Retired construction superintendent, No trust in the main stream media.
Lucy @Mandevuphone
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Lucy @youngjose7
28 Followers 2K Following Simply being alive isn’t the be-all and end-all; it’s about living with resilience
Albert Lucas @AlbertLuca49474
419 Followers 1K Following I am a medical orthopedic surgeon doctor, i work with the United Nations (UN) i am currently in Yemen
Jeremiah Fracson. @JFracsorn
120 Followers 1K Following Just where is it I could find oil, gas, and other minerals worth cash money when skinned? Don't mind the spelling my mind works sorta differently
Dan @Emmospired
26 Followers 2K Following Trading takes years just to start to learn. Decades to understand what you never knew, you didn't know. Time humbles all.
Simon Ree (private) @simon_ree012
1 Followers 53 Following Trading is a martial art: discipline over ego. Ex-Goldman, Jeet Kune Do instructor, bestselling author of The Tao of Trading. Teaching consistency - not hype
KarissaStone @ManYoung0901268
23 Followers 384 Following Living life with a grateful heart Loving every chapter of life.
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453 Followers 4K Following Retired HF Quant Trader - Challenging the Noise Out There!
that stock chick @ausstoclkchiick
317 Followers 6K Following ASX investor + real estate portfolio builder — living beyond financial freedom. Paid for some tweets. Not financial advice. That Stock Chick®
Popprince001 @POP_PRINCE001
162 Followers 1K Following Sales of phone (iPhones,Samsung), Laptop (MacBook,Hp,Dell) & Accessories (speakers, airPods) We Swap E. Dm/call/whatsapp 07013683499 to get started!
Dan Martineau. @dandandanitup
707 Followers 1K Following Politics, Finance, Energy, Arsenal. Social Democrat/Civic Nationalist. No, both sides are not the same and thinking that is stupid and lazy.
SpiritualMarty-Readin... @SpiritualmartyO
10K Followers 4K Following I'm A Professional Tarot Reader 👩🏫 and Reiki Master.🧚🏽Have been practicing tarot it's been few years🔮.YOU CAN DM FOR YOUR READINGS AND GUIDANCE 💌
Andre Kelleners @sriramreddy44
0 Followers 44 Following Kelleners Capital | Co-Founder| Co-CIO Investment Banking EMEA | 20+ yrs | $100M+ deals Helping professionals protect & grow wealth vs inflation.
Jim Bianco @biancoresearch
791K Followers 2K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
FarmPolicy @FarmPolicy
35K Followers 12K Following Farm Policy News — part of the farmdoc project at Illinois — provides updates on current developments in the global farm economy and U.S. farm policy.
Degenerative Agricult... @PlsntVlyFarmer
31K Followers 9K Following If you find things going badly, speed up. It may not improve the situation, but it’ll end the suspense.”
Nick Horob @NickHorob
16K Followers 3K Following I nerd out on business, finance, investing, and software. I built a farm management software company, Harvest Profit (acquired by John Deere in 2020).
ai_Q @statFutures
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Rudy Havenstein, Seni... @RudyHavenstein
141K Followers 1K Following He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. Shaw
Philip Shaw @Agridome
21K Followers 5K Following Philip Shaw Farms Inc.| Farmer | Agricultural Economist | Speaker | Author: Market Trends Grain Report | DTN Columnist [email protected]
Cornbelt Marketing, I... @SamuelBHudson
4K Followers 1K Following Dad, Husband, VP & Market Consultant @CornbeltMarkets - Construe material as commentary observing economic, political and/or market conditions.
Tyne Morgan @Tyne_Ag
27K Followers 3K Following MO girl. Texan through marriage. Ag is my passion and career. Host of U.S. Farm Report while raising 2 precious girls. 🇺🇸 RTs/Likes not endorsements
Josh Linville @JLinvilleFert
53K Followers 24K Following Vice President of Fertilizer @StoneX_Official, 20+ yrs experience in US/International Fertilizer Markets, All tweets are my own, RT≠Endorsements.
Professional Bovine R... @Prairiehauler
10K Followers 1K Following Just a rancher trucking to support the ranching habit!
Ryan Loseke @RyanLoseke
13K Followers 3K Following Cattle feeder, dad,grandpa,veterinarian married to a vet.”He causes the grass to grow for the cattle...so that he may bring forth food from the earth.”Ps 104:14
Jonesy @HedgeyeDJ
36K Followers 2K Following DoR @hedgeye Ex-owner @arizonacoyotes Former legend @Yalemhockey Partner @seven7llc Agent Provacatuer of #FinTwit Not investment advice.
Andrew Freedman, CFA ... @HedgeyeComm
37K Followers 3K Following Comms + Software Sector Head @Hedgeye (Internet, Media & Cable/Telco); SpaceX+ Anthropic + OpenAI NOT Investment Advice
Schuelke @schuelkecorn
20K Followers 4K Following 5th Generation corn farmer, casual grain hedger. #StayDeadInside Elderwood Farms Est. 1889. Former Hair Farmer. State Champion Bowler. Golfer 🏌️♂️
Esteban Moscariello @moscarielloe
16K Followers 355 Following | Operador de Mercado | Corredor de Cereales y Oleaginosas | Analista y Consultor de Mercado | + Inovación + Estrategia
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11K Followers 3K Following Love all things agriculture and football. Wife. Mom to 2 amazing boys. Commodity Broker. Speaker on agriculture commodities.
Eduardo Vanin @EduardoVanin4
15K Followers 74 Following Soybean Analyst for Brazilian Market. https://t.co/WS9Rj2rpG1
The Rational Walk @rationalwalk
38K Followers 63 Following This account only posts links to articles. Replies and DMs are not monitored.
vids that go hard @vidsthatgohard
1.2M Followers 4K Following video archive, memes, music, anime and anything I like or create. stream the music ⬇️ DM for business inquiries
PM's Office of Japan @JPN_PMO
357K Followers 46 Following The official English account of Prime Minister's Office of #Japan. @JapanGov. Facebook: https://t.co/XFZSU8bC8P
Goshawk Trades @GoshawkTrades
79K Followers 422 Following Algorithmic trader | 7 years live | 10+ algos in production Helping traders go algorithmic (300+ so far). Co-founder @AskEdgarIO (AI agents for funds).
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Nothing’s Off The T... @nothingsoffpod
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OSINTWarfare @OSINTWarfare
130K Followers 474 Following Open Source Intelligence • Tracking Real-Time News and Conflicts Across the World. Support me: https://t.co/MLs0hXUQCn
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PGSA | نهاد مد�... @PGSA_IRAN
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Benjamin Netanyahu - ... @netanyahu
4.5M Followers 33 Following ראש הממשלה ויו״ר הליכוד https://t.co/jjO4V91WG1
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107K Followers 510 Following Profit of Doom | Haunted by the future | Economist | Strategist | #Macro #Geopolitics
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G a b r i e l - I g l... @fluffyguy
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World Source News @Worldsource24
124K Followers 3K Following World Source News | Global headlines, geopolitics & current affairs • Real-time updates Support my work: https://t.co/OUeqwwi1Lm
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Iran Embassy in Zimba... @IRANinZIMBABWE
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Christie's @ChristiesInc
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₿itcoin 丰koog aka... @Regooks
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aspisotopes @ASPIsotopes
3K Followers 2 Following A leader in isotope enrichment technology for the medical, green energy and industrial sectors. NASDAQ: ASPI
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75K Followers 55 Following Every journey becomes meaningful when walked with God. With Him, every step is guided, and no path leads to a dead end. 🌿🕯️🕊️🙏
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