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I should get more copper exposure. Had a little Sprott COPP etf but sold it to by the rare earths. It worked out.
So you like FCX for copper?

Not grubby little socialists on the make.

Now that’s the best description I’ve heard yet.

Trump’s strategy is putting things in place for the future that people have to understand that and not just temp quick fixes  as well as straightening out the disasters already made. Because he’s against dictatorship doesn’t mean he’s against peace.  He will be met with as much resistance as they can make up fighting against cleaning up any mess they caused and frankly they look like they don’t realize they’re their own worst enemy, like Darwinism in motion. .

My brother suggested to me that I need to concentrate it down into 4 of my favorite stocks and put all of the money just in those 4. That way we can hedge them with relative simplicity and it’s easier to exit instead of trying to close 20 positions on a terrible day. I’m disappointed that thinkorswim does not have a “sell all” button like Interactive Broker

Demand in China for silver is off the charts eh? Or are they hoarding? Either way, they control something like 70% of the market and squeezing the west, especially the US probably seems like a good idea. I’m sure Russia isn’t crying about higher plat and pall prices either.

The banksters and the environmental whackos have squeezed us out of the mining industry, the banks preventing profitable silver mining and the whackos preventing mining altogether.

Since silver is in a deficit of 20% per year for the last five years, we have the perfect storm. That’s why this time is different and charts and seasonality doesn’t matter. It stops rising when price and demand hit some sort of equilibrium. Apparently, we’re not there yet.

In the meantime, the banksters will continue to screw with gold until monetary events no longer allow it.

48.92

Picking PM mining stocks has been like ‘shooting fish in a barrel’

eeos – I have a little hymc and usas. Both have been great. Didn’t buy hymc till 20 and 24, concerned I was a little late, but glad I did.
I’m small, but my biggest holdings in descending order. Today. I adjust to not have too much at risk in one individual miner.
SLVR
SGDJ
HYMC
HL
USAS
SGDM
ASM
CDE
AG – SLVR holds a lot of this one too
WPM
RGLD
SA
MUX
EXK
ORLA
Materials/rare earth
MP
USAR
UAMY
CRML
Bought the last 3 on the 7th and all up around 50%

Re Sister in Law…….Don’t worry the US is headed into good times …the Donald and his mates are gonna show the world what happens, when u let smart professionals run countries, not grubby little socialists on the make.

There was a fantastic stock market analyst called Richard Russell, who developed a proprietary index he called the PTI …as long as it was above it’s 89 day Av all was good in the US ….When he passed he gave it to the Aden sisters, who still keep it…..it has kept u in the mkt since @ 2009….and still says stay in……

That way you get some diversity and you get your toes wet and you watch them more closely. If they’re good, keep adding. I bot FCX and USAS today.

FCX b/c https://x.com/thegladiatorhc/status/2014535920347971916

I rode NG to the basement too. sheesh. I told myself if I ever break even, with some of these miners, I’m gonna sell them and never look back. And then I look at NG’s chart and I say damn that looks like a huge flag. haha. Maybe we should be keeping it. It seems that every time it bull flags it craters. So someone knows something.

I don’t know anything about the company, but noticed that it just announced another 20 million  share bought deal financing which will raise some $200 million.

All of us know how main street treats any mining company that is raising more cash by issuing more shares; HAMMER TIME!

In the last 7 months, they’ve also spent $1.2 billion for a 60% share of Barrick Gold’s Donlin Gold…. Huge ambitions ( to make it the largest Gold mine in America, takes a lot of cash!)

Could pay off in the long run if management doesn’t drop the ball……..But again, what do I know???

Oh, they just upped the bought deal amount to $300 million……..

Perhaps their next earnings announcement ( early April I believe) will be pretty important for them….. They do have a little over $100 million cash on hand, but their last quarterly earnings were something like -.25!!!

Especially today.
Any opinions on it here?

Yen up 1.5%, Pound and AUD particularly strong. Yields up.

Looks like this will be the test now for the miners. With the metals up now are they making more money, and if their not it won’t matter much how much the metal prices are.

Someone liked the Q4 report I guess

My sister in law, widowed but working. . I sent her some money awhile back to invest in PMs so if it turned against her it would t be her money. I had a feeling if I sent money instead of the phyzz she would never buy it. They don’t have bullion shops near by in the country. The close one I could see and called them only night it but didn’t sell it and that was near 4 hr drive. Maybe a pot belly stove for those cold winters and can cook on them. She  decided to put it in very short term treasuries and buy it later. I don’t think she understands that small interest won’t keep up with inflation and what she can buy with it later. At least she will have cash on hand to liquidate if needed. If worse comes to worse if I’m still around I’ll have to send her some barter coins. She has Amish farmers, they’re totally independent and skilled to live totally off the grid around her that will watch out for her if she runs into trouble like when tornado winds blew her barn apart. They rounded up her horses, kept them for her and cleared the debree for her. Shes independent but can’t build or farm food in mass for the horses like my brother. She should give them up to the Amish who would take good care of them. Get some egg laying chickens instead but my brother has a business she’s working alone at now too. But the problem I worry about it’s in real estate. My brother knew how to switch business to what’s needed but no longer there. So far okay as people moving away from city’s.

Silver’s being a bad boy!

$200 just down the road …

KOW

Chaos!

That silver didn’t reverse lower after it hit $100? I am. That’s not normal market action for pm’s. 🤔

OTOH, my stock account is flat after a 11% up day yesterday. Them’s the breaks I guess. Good thing my phyzz outweighs my shares. 😅

So what are they gonna do now that they don’t get paid to rob the citizens, rob them for free?

Good question! I think inflation there is already a zillion percent.

With they’re leaders leaving with the gold who’s going to pay their regime?

… is outweighing all other factors at the moment … how long can this continue? … will the West join the party? …

Silver Tops $100 As Chinese Demand Is Literally ‘Off The Charts’ | ZeroHedge

… will industrial demand continue strong at these prices? … can monetary demand replace softness in industrial demand … will silver enjoy Giffen Good demand once it moves above $100 (idiot Westerners love to pay up for things) …  curios minds want to know.

Head scratch … raised eyebrows … chuckle

The majority of ultra-high-net-worth investors have mostly missed out, survey data shows, with family offices reporting an average allocation to precious metals of just 2% last year, according to the UBS Global Family Office Report 2025. 

However, bold bets from a few tycoons including Sprott and Hong Kong-based investor Cheah Cheng Hye have reaped massive return