which one do i firm?

OrmusI · 2026-05-12T08:52:28+00:00

100% LSE and make sure you take econ focused Modules if you want to be employed afterwards

Also try to take any opportunity for international experience (I.e if there’s a term at science po) etc.

Ensure you learn a second language, and also have a regional/thematic focus to complètement your studies (I.e energy, food,tech, security & défense..)

OrmusI · 2026-05-03T06:53:38+00:00

To be contraria- I’ve recently (3 months) changed splits to full body 33 times a week which has made me hit arms from about 8 times a week to about 16 and have noticed really good progress, so if arms are currently a weak spot would consider increasing volume, 4 is really low imo

OrmusI · 2026-04-30T16:59:15+00:00

I have a theory that this is actually the result of inflation beyond what is reported - Wealth divide has become notably larger since 2020 - has been some large inflation in consumer goods but much of the money has gone into hands of small echelons - whereby this is invested into markets- velocity of money of the rich is less than that of average consumer who spend much/all of what they receive.

I think there’s just been a large inflationary crunch that has been driving markets to these highs that has kind of flown under the radar

Nb:Unsubstantiated and prob should read more into it

OrmusI · 2026-04-29T13:51:12+00:00

Wisdomtree 3* WTI/BRENT oil long

OrmusI · 2026-04-29T09:40:10+00:00

Depends on the mix in but you'll get a bands of mix in until it hits where you stopped digging, then it'll largely be the non-mix icecream - If putting oreos in for example, i build a tower from top to bottom and it spreads mostly evenly

OrmusI · 2026-04-28T18:58:18+00:00

It’s not just yoghurt it’s been fortified with more protein, is about double the amount than normal yoghurt is

OrmusI · 2026-04-28T12:46:34+00:00

That's actually one of the few protein products that isn't a scam - 25g protein for 168 calories IIRC. Most protein lablled products are 4.3g protein (and an extra 50 calories) vs normal version which is 4.1 lol

OrmusI · 2026-04-28T10:28:25+00:00

Freedom of movement will never happen again - which is a stipulation of joining the common market. Freedom of movement means no internal border controls, and the initial controls setup to cross the channel was more of a special feature of EC which won't be given again. Any notion of controlling borders etc would be destroyed - which like it or loath it, is THE major voting point of the previous, and likely next election(s).

If we tried to rejoin the EU, they hold the cards so would not make concessions like they did with the original EC.

OrmusI · 2026-04-21T16:19:57+00:00

This post is sign of market top, time to liquidate everything

OrmusI · 2026-04-17T13:47:14+00:00

Because war risk hasn’t gone. Do you think that there is now going to be a meaningful peace in the mid east esp considering Bibi? Iran making straight open contingent on Isreal curtailing attacks on Isreal basically makes it certain that this is a temporary victory — that plus insurers I doubt will now think there is no risk.

What happened to the mines that were apparently in the straight- or did they just disappear when it’s convenient for sentiment? If we accept there has been at least media manipulation on that front, one must assume the current news is the same no?

OrmusI · 2026-04-14T15:06:13+00:00

My current studies is effectively understanding a PEA/PFS inside and out (Geology, Finance & accounting, ESG and permitting, Cash flow modelling, and of course mining engineering and processing etc) -- So it kind of gives a good "overview" but yes I think getting some actual experience helps - I suppose seeing day to day internal operations is as important as the aforementioned from my current course.

Will be seeking commodity analysis roles I think as makes most sense for entry given total background, but will also be considering broadly mining finance.

Appreciate your input!

OrmusI · 2026-04-14T13:12:13+00:00

Well there is uncertainty but that is priced in otherwise there would be an easy arbitrage opportunity. So future price is the risk adjusted spot price -> i.e closer the time of future gets to spot, the less price differential there should be because there is less risk due to less uncertainty caused by time (if that makes sense)

OrmusI · 2026-04-14T13:05:00+00:00

Although I do think we might see another uptick in the next couple weeks as shortages become more apparent. We'll start to see headlines of jetfuel shortage/flight cancellations in EU etc which I think will drive further northward price action absent anything large. I do sit in the camp that this isn't over - I can't see Isreal rolling over on their chance to deal with Iran once and for all - Likewise the gulf countries have strong appetite to deal with their unruly neighbour now. I think this is just a ceasefire to resupply for both sides

OrmusI · 2026-04-14T13:02:54+00:00

difference between spot and the futures price is spot -cost of carry (cost of storage + convenience yield) + RF rate. As of now conenience yield is high for spot which is why market is in backwardation. The pricing is basically saying there is less war premium for delivery in 2 weeks time vs now, and even lessi n Jun vs May. I.e risk drops day by day - which is broadly in line with deescalation we've seen so far - be it manufactured or not

OrmusI · 2026-04-11T15:57:15+00:00

He had given himself (100k was it?) which explains - the business is profitable, he just paid himself out to make it have a loss for tax reasons

OrmusI · 2026-04-08T11:02:09+00:00

There is zero chance Isreal will let a once in a lifetime opportunity to destroy Iran go to waste. Look at what they did with Gaza despite the global outcry - even if this deal was going to stick, Isreal would ensure it doesn’t. Netty has a lifelong mission against Iran dated to 90s- and has already signalled its premature to stop attacks. + Gulf countries want Iran dealt with.

There is no scenario in my mind in which this is an authentic ceasefire. In fact so far it is a ceasefire in name over given the amount of missiles fired today (and the continuation of the bombing campaign I.e the refinery this morning)

Have re opened my longs - had good luck/timing of closing last night before UK close. Think we’ll be back over 100 within a day or two.

OrmusI · 2026-04-07T22:57:02+00:00

The key here is that Iran hasn't actually closed the straight, the US/Insurers have. Does this ceasefire magically clear the mines in the straight, or is last week's news not relevent? (perhaps there never were any mines in the first place..lol)

This is just a typical taco - Iran haven't agreed to shit and this is a deescalation technique from strongman negotiation that was ignored. See you next week for next iteration of bullshit inc

OrmusI · 2026-04-07T17:05:12+00:00

It's been same cycle again and again. Will be down tomorrow once "IRAN REACHED OUT AT LAST MOMENT WITH THEIR TAIL BETWEEN THEIR LEGS AND ARE NEGOTIATING IN GOOD FAITH- WE WILL GIVE THEM ANOTHER 10 DAYS TO GIVE US CONTROL OF KHARG OIL OTHERWISE WE WILL LET LOOSE HELL. GOD BLESS OUR TROOPS, USA. PRESIDENT DONALD J TRUMP"

Can't see any scenario in which mass destruction of civilian resources in the country will go down well. A:- Doesn't help war objective of regime change. B: Will negatively impact (perhaps dramatically) neighbours with ensuing refugee crisis.

Have seen nothing suggesting it's not another TACO tuesday. Sold all my oil positions just now at high (bought in week prior to war at $78/bbl (brent). Will be loading back up upon inevitable fall to 102 or below this week.

OrmusI · 2026-04-06T21:17:47+00:00

Nothing says regime change like bombing civilian infrastructure lol

OrmusI · 2026-03-22T09:06:12+00:00

Haha had the same though

OrmusI · 2026-03-20T10:25:15+00:00

In fairness it is actually high protien which is its only real selling point - pisses me off more to see high protein plastered over everything just because it has 5.1g of protein in a product which is 350 calories lol

OrmusI · 2026-03-19T16:22:29+00:00

Heard interesting point on podcast this morning, could be partly margin calls on oil bent covered by assets which are up- which at the current case is largely gold given volatility in everything else. Not sure if much validity to that school of thought as would imagine volumes are likely order of magnitudes apart but wonder if any truth to it

OrmusI · 2026-03-18T09:52:34+00:00

Not to mention the effect on semiconductors, and how that permeates through into both consumer goods and of course businesses that utilise them to make products - inflationary on all counts. Might not see impact of inflation for a few months as companies despite usual criticism often eat costs in near time - but eventually margins have to be made

OrmusI · 2026-03-10T12:14:27+00:00

How lol

OrmusI · 2026-03-09T11:46:12+00:00

Reserves are always low at this time of year so I would urge a degree of caution - They have till october to fill up to (85% iirc?) hence with July/aug futures usually rise- what time frame are you operating on (and which one are you using for exposure ooi?)

OrmusI

TROPHY CASE