Called $COPPER bullish on Apr 18, 2025: $COPPER rose 20% in 3 months.
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Commodities | Stocks | FX | Macro Value + Momentum. Finding asymmetric setups at cycle lows. My investment letter ↓ Not advice.
Cite asCryptoQuant has tracked the directional calls on NATGAS by @ValueSeeker_ on X since Mar 2025: not yet scored on NATGAS (as of Nov 11, 2026).
Other assets covered (12)
Relative view by default: fewer than 30 NATGAS calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @ValueSeeker_ to submit corrections.
Called $COPPER bullish on Apr 18, 2025: $COPPER rose 20% in 3 months.
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NOTE - PORTFOLIO REBALANCING The article is out. Find out the noticeable adjustments I made on Monday with regard to: • EU Natural Gas (TTF exposure) • Oil producers • Sugar • Aluminum producers • Uranium miners Link below ↓
View original →PORTFOLIO REBALANCING Yesterday I have rebalanced my portfolio, and have made noticeable adjustments with regard to: • EU Natural Gas (TTF exposure) • Oil producers • Sugar • Aluminum producers • Uranium miners I will describe those changes in a short Substack article tomorrow. Those interested in receiving it can subscribe using the link below ↓
View original →EUROPEAN NATURAL GAS European natural gas is up >100% since this tweet has been published. Despite this recent performance, it remains 70% below its recent top. Meanwhile, its monthly MACD continue rising while its RSI is slightly above 70. $TTF #OOTT $XLE
View original →EUROPEAN NATURAL GAS Up 100% since I published the note below, the TTF contract still benefits from a strong momentum. While my long position has been profitable so far and natural gas's RSI is now above 70, I do not plan to unwind this trade yet as the supply-demand mismatch might persist for a some time. Not knowing however where would natural gas top, or at least temporary correct, I would gradually take profits as gas rises. In so doing, my exposure will stay long, but as the price climbs and the risk-reward becomes less appealing, my exposure would be gradually reduced, with funds allocated to trades, which would have become more appealing in the meantime. $TFM #OOTT
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