Founder of Vaapad Capital. The only trader on X publicly mirroring his IBKR balance & trades in real time. Not investment advice. Non sine periculo. ↓

Deutschland
I'm going in this hard because I expect silver to double, maybe even triple, by Christmas. And historically, that's even conservative: September 1979: $11. January 1980: $50. It has happened before. I believe this is the setup for the strongest impulse anyone alive has traded.
65% of my net worth is now invested in Highlander Silver $HSLV. The best silver miner in the world with the fattest tail. Years ago I said "wherever Corani goes, I go." So be it. Non sine periculo.
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He's right. It doesn't even matter anymore if they hike or cut. All roads lead to the roman scenario.
🚨THIS IS HOW HYPERINFLATION BEGINS⚠️ -Luke Gromen "We're not talking about years-most likely about MONTHS until we reach the turning point‼️ This is how ALL CASES OF HYPERINFLATION IN THE WORLD BEGAN. This is what people say at the BEGINNING of hyperinflation!” silvertrade.com/news/preciou…
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They won't fix the energy crisis. They need the inflation to keep their perverted credit and interest system alive, to inflate away the monumental credit overhang. The diesel agricultural spread is one of the greatest asymmetries in the market right now. I've identified anomalies in the option chain of $WEAT, funnily enough it's the contract I'm betting on. $WEAT will experience a blowout into year end. My vehicle of choice are $35 Jan15 call options. A very aggressive bet with a high risk of total loss in case I've timed it too early or if it get's capped at this level. But I am not alone and I might roll into year end. And even if this is a call spread anomaly it doesn't mean the price will stop at $35. The $Weat Fund is only 2% of the wheat futures market. Adjusted for inflation wheat is trading close to an all time low. It's so low that farmers are going out of business in masses as we speak.
Diesel vs. Agriculture Still one of the most striking charts out there. Our view, of course, but if they don't fix the energy crisis soon, then we'll see a violent catch-up in 2027. Farmers are losing money here, and a lot, cutting down on whatever they can. Yields are typically next. The Bloomberg Agriculture Subindex (BCOMAG) here, components are Corn, Soybeans, Soybean Oil, Soybean Meal, Wheat, Coffee, Sugar, and Cotton. $WEAT $CANE $CORN We need much higher prices to incentivize production. Once these are established, then there'll be time for the true fertilizer cycle. $NTR $MOS $CF $UAN
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US is trying to encircle Brazil.
Replying to @USAmbassadorARG
A través del EXIM Bank, Estados Unidos destinará hasta $7.000 millones para minerales críticos y energía en Argentina. Esto apoyará proyectos de beneficio mutuo y cadenas de suministro energético estratégicas y seguras. MAAGA 🇺🇸🇦🇷 @DeputySecState, @WHAAsstSecty, @JJovanovicUSA, @pabloquirno, @LuisCaputoAR, @alejandrito, @GerryDBartolome
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I now think the correction in gold and silver is over. Gold will double into January, towards $10,000. Silver will triple, towards $180. Oil will double as well. Mining stocks are about to start their strongest advance in recorded history.
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I'll diversify my oil and gas exposure towards Greenland. Africa and Greenland.
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Tim Hack retweeted
Trump is a piece of shit
John Loftus
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Tim Hack retweeted
Replying to @Cummingham45519
I don't think metals will be better in the first leg. You can already see that some blue chip miners get a strong bid. It's the vancouver dam garden hose analogy. The capital flowing into gold/silver will be so enormous that there will simply be not enough of it in physical form. The elites won't buy paper claims this time because they fear that their system will blow up in the process and in miners you get more metal than if buying it directly (because they are greedy). They will keep the system alive to be able to shove their wealth into commodities and get the claims on it. But if it goes really wrong physical will be better at a certain stage. You always should have physical.
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Brazilian Critical Minerals in the Top 5🔥 $BCM.ax
🇦🇺ASX Miners: Weak Breadth, Strong Leaders The week ended with weak breadth across the ASX mining universe, but the leaders continue to hold up remarkably well. Of the 90 companies analysed, 34 rose, 49 fell and 7 finished unchanged, with an average weekly return of -1.22%. Despite that weakness, the Top 20 stocks in the overall ranking gained an average of +2.67%, and 14 of those 20 finished the week higher. That divergence remains the key feature of the market: capital is still concentrated in the strongest names. Benz Mining remains No. 1 after gaining another 9.98% this week. Solstice Minerals (+9.60%), Brazilian Critical Minerals (+9.52%), Southern Palladium (+5.18%) and Turaco Gold (+5.45%) also continued to show strong momentum. Great Boulder Resources was the strongest performer of the week, rising 17.82% and moving up to No. 19 in the overall ranking. The broader correction, however, remains significant. Over the last four weeks, the full universe has produced an average return of -6.64%, with only 17 of the 90 companies in positive territory. Yet the Top 20 continue to behave very differently, with an average four-week return of approximately +10.1%. The medium-term picture also remains strong. Over three months, 66 of the 90 companies are still positive, with an average return of +25.1%. Silver remains one of the weaker areas. Andean Silver, Silver Mines, Sun Silver and Unico Silver all finished the week lower and remain well below the strongest names in the ranking. For now, I still see this as a short-term correction and internal rotation rather than a broad breakdown in trend. The key question for next week is whether strength begins to broaden beyond the current leaders. The problem is not the leaders. The problem is breadth. #ASX #MiningStocks #GoldStocks #SilverStocks #PreciousMetals
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Don't be stupid, follow the money. $HSLV
Freshly filed Warke purchase on $HSLV.TO
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I am firmly convinced that the media are deliberately blowing the peace trumpet right now, just so the elites have enough time to build their war positions in the market and pocket the money of the gullible. Anyone who believes, for example, that we've seen the top in oil probably also believes in Santa Claus. The preparations for troop movements expose the plan to set the whole thing on fire.
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For the Bitcoin disciples among you, here is an excerpt from my monetary model, with which we may just manage to enter a new age of prosperity. My idea of a fair monetary system has never existed in human history. And I believe God will let Bitcoin fail, because it is not suited to making the next leap and carries an inherent design flaw (you can study the whole model in english and german on my website): Addendum: Bitcoin and the prison of absolute scarcity If verifiable scarcity is what makes money strong, an objection suggests itself: Bitcoin is scarcer than gold. Its maximum supply of 21 million units is fixed in the protocol, its issuance schedule is public, and its authenticity can be verified without a vault or an assay laboratory. Why not Bitcoin as the monetary bridge? The answer is not that Bitcoin is insufficiently scarce. It is that its scarcity is completely decoupled from the development of civilisation. Gold can abolish itself over centuries. Bitcoin cannot. It becomes a prison. Coupled and absolute scarcity The scarcity of gold is tied to the technical capabilities of humanity. The same machines, energy sources and processes that make food, housing and tools cheaper also open up deeper deposits and lower ore grades. If gold's purchasing power rises strongly, additional mining pays. Progress on the goods side and progress on the money side remain connected. This scarcity is physically coupled. In Bitcoin, this connection is deliberately severed. If chips become more efficient or energy cheaper, no additional coins result. Roughly every two weeks, the protocol adjusts the difficulty of mining so that new blocks appear at the same rate regardless of how much computing power is deployed. Every technical gain evaporates in the competition among miners. The quantity issued follows the halving schedule alone until the cap is reached. Progress never changes the quantity. This scarcity is absolute. Precisely here lies the difference that matters for this thought experiment. Gold has a valve: as the world grows richer, its scarcity can diminish with it, and the metal can gradually withdraw from the exchange of goods. Bitcoin has no valve. Its scarcity persists however far civilisation advances. The prison tightens with progress In a world of moderate growth, a fixed money supply may be bearable. The model of this Fieldnote, however, aims at the opposite: at automation, energy abundance and a production of goods that grows faster than ever before. With a fixed money supply and strongly growing production, the price level falls at roughly the rate of that growth. At two per cent, that is the productivity deflation this Fieldnote defends. At twenty or thirty per cent, it becomes a brake. Simply holding then yields the growth rate in real terms, and every investment must clear that hurdle. Even sensible ventures go unfunded because waiting is safer than building. Debts, rents and wages would have to fall continuously in nominal terms, and it is precisely there that prices adjust most slowly. The more successful the technology, the harder the fixed quantity throttles the economy. Gold would respond differently in the same situation. An extreme rise in purchasing power would make deposits, dumps and tailings profitable that count as waste today. Mining would rise with a delay but strongly, and relieve the pressure. Bitcoin cannot do that. The frozen distribution Then there is the question of power. With gold, new mining continually distributes part of the scarcity rent to new miners, workers and participants. Whoever holds gold early sees their share of the total stock diluted over time. With Bitcoin, the initial distribution is final. Whoever holds the early units participates in all future progress without new issuance ever reducing their share. The real sharpness, however, arises only within the abundance scenario itself. When food, energy and many everyday goods cost hardly any money, money increasingly buys only what remains scarce: land in desirable places, unique goods, influence, human attention. The entire purchasing power of an absolutely scarce money is then directed at these residual scarcities. The claim of the fixed holders on what remains grows with every step of abundance. Gold withdraws as the world grows rich. Bitcoin concentrates on what is left. Two objections One might reply that Bitcoin, too, would lose importance if abundance reduced the need for money overall. That is true, but it changes nothing about its scarcity. A less-used Bitcoin remains an absolutely scarce Bitcoin. The distribution remains frozen; it merely governs less of everyday life and all the more of the remaining scarcities. One might equally object that the community could raise the cap by changing the protocol. But that would be exactly the discretionary decision about the money supply that Bitcoin set out to overcome. An exit that leads only through politics is not a mechanism of self-regulation. It confirms that the system itself has no exit. Bridge or prison Bitcoin is a remarkable technology for verifiable, censorship-resistant transfer. As the monetary anchor of a civilisation on its way to abundance, however, it carries a design flaw that follows precisely from its greatest strength. Its scarcity is protected against every change, including the progress that is supposed to make scarcity obsolete. Coupled scarcity can pass away with progress; absolute scarcity cannot. Gold is a bridge a civilisation can leave behind. Bitcoin is a prison whose walls grow with prosperity. vaapadcapital.com/en/field-n…
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In case you haven't noticed yet: The credit system has once again been driven completely into the wall. So the elites will engineer a monumental crisis to make inflation double-digit. That means they have to cause severe oil and food crises, and you only do that through massive war efforts. And that's why oil, wheat and many other commodities will double in a short time, and gold and silver will multiply even further. Because it could well be that in the attempt to inflate away the debt, the whole thing blows up with it.
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You should watch this clip, all you need to know. Money will flow from everything else into gold, silver and miners.
The global debt crisis is approaching fast, which could also lead to the cracking of the stock market according to @Oliver_MSA
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RT @wmiddelkoop: Every family is unhappy in its own way 😇
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Yeah, probably goes one step lower first. The question is will the miners as well or will they anticipate the bottom in advance...
Until #Silver have surpassed $67.50 again there is no need to be overly excited. May take us around 10 trading days to be there again. Any further dips to be bought.
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Namib Minerals has finished dewatering its flagship Redwing mine ahead of schedule! If you want to squeeze the maximum out of this cycle, there is no way around Namib Minerals: no other mining stock on the market offers more leverage to the gold price. It took me over half a year to confirm that. $NAMM namibminerals.com/investors/…
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GSR looks like horseshit as well. Breakdown imminent.
$180 silver by January. It will triple because the bond market is leaking like a fucking sieve.
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$180 silver by January. It will triple because the bond market is leaking like a fucking sieve.
Even though gold and silver investors are taking a beating right now, I see the latest developments in the bond market as the missing spark we have been waiting for. We are witnessing a global bond sell-off that confirms the erosion of confidence in the fiat monetary system. I still expect gold and silver to reach new all-time highs by Christmas.
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Bond holders know one thing is certain at the current stage of the cycle: They will never get their money back. And the stock market is too pricey. Fiat is pricey as well because of inflation. So there is only one option left: gold and silver.
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