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Generated: 18:45:38
I don't trade anymore. But sometimes the game pulls me back in when I see something with **painfully** obvious upside. Oil is HISTORICALLY low in Gold terms. It makes zero sense. Long dated, deep out-of-the-money calls on USO (Jan/27 strikes) are available for prices that would get you a return of 20x plus if we even just mean-reverted WTI/Gold ratios... never mind if they dislocated upward in a conflict escalation. Not financial advice. Just posting a signed message on the best social protocol for future record. image Chart credit: https://www.yesigiveafig.com/p/oils-well-that-ends-wells (I disagree with the thesis that Gold is cheap in the current climate. INCONCEIVABLE!)
2025-10-04 18:56:35 from 1 relay(s) 1 replies ↓
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I think the ratio has permanent blown out. Oil to gold ratio was 7 to 1. Now it’s like 50 to 1. In the next 10 to 20 years. It will 100 to 1. The market dynamics have changed oil is exponentially more elastic than the metals markets. The “peak oil” is becoming a myth.
2025-10-04 22:35:52 from 1 relay(s) ↑ Parent Reply