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
Based in Germany
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Ist zu 100% KI, hört man an den Stimmen und sieht man an den leblosen Gesichtsausdrücken. Ich programmier damit, ich weiß wovon ich rede.
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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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Well, you can call it that, it's my internal world model processed by a 20 watts biological computer.
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US is trying to encircle Brazil.
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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John Loftus
Tim Hack retweeted
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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