re Fundraiser
i have to figure out how best to do it …I will call my bank and see if I can take numerous dollar payments ….That is if anyone wants to !!!
re Fundraiser
i have to figure out how best to do it …I will call my bank and see if I can take numerous dollar payments ….That is if anyone wants to !!!
Thank you again for .
Keeping us informed what’s going on because other wise were pretty much in the dark. Even if I don’t know who some of these people are or their position of power it gives us a general idea of what’s going on especially if there was trouble. I believe we are all interconnected in some way good or bad politically and economically It also helps me learn a little of who’s simply put the good guy or bad guys std although I don’t quite have a handle on that. The right could be left here, don’t know, the different groups and vise versa or who makes the rules or has the last word. I at least get some understanding of the issues.. Ferrett has helped too.
Thank you for the funding of the tent I just read. We who are still able are willing to chip in. A issue under the circumstances of your government where they always use the real criminals as a excuse to take the rights and private away from everyone else and probably why they let it happen till it’s over for them too but too late for everyone else if there is a secure way you can figure out. Hope this is readable.
It makes me think that Silver is extremely undervalued. Clearly evident, on a day like today, that the cretins have their boots on the neck of Silver and won’t let it go anywhere.
Are well managed Silver companies a good play then????
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For more than a decade, the investment world has been mesmerized by the MAG7 companies; Apple, Microsoft, Amazon, Alphabet, Tesla, Meta, and NVIDIA. These tech titans have delivered spectacular returns, capturing the lion’s share of institutional and retail investment flows while the mining sector languished in relative obscurity. But as we stand at the precipice of the greatest technological transformation in human history, a stark reality is emerging: the very foundation of our digital future, critical metals and minerals, may be in desperately short supply. The Great Capital Allocation MistakeWhile investors poured trillions into software and services companies that require minimal physical infrastructure, they largely ignored the companies that dig the raw materials out of the ground. This preference for “asset-light” businesses over capital-intensive mining operations seemed logical at the time. After all, who wants to invest in century-old extractive industries when you can own a piece of the metaverse? The numbers tell the story starkly. From a peak of $145.7 billion in capex by the top 30 miners in 2013, spending crashed to around $109.2 billion in 2023; still well below the previous peak despite a decade of inflation and rising project costs. Meanwhile, the MAG7 companies alone have market capitalizations exceeding $15 trillion, (TRILLION!) representing more wealth than the entire GDP of most nations. The 15-20 Year Reality CheckHere’s the inconvenient truth that financial markets have largely ignored: it takes 15-20 years to bring a mine from initial discovery to full production. This isn’t like spinning up a new data center or launching a software update. Mining projects require geological surveys, environmental impact assessments, permitting processes, infrastructure development, and massive capital investments; all before a single ounce of metal reaches market. Consider what this timeline means in practical terms. Any mine that begins production in 2030 would have needed to start its development process around 2010-2015. But that was precisely when the mining industry was in full retreat, slashing capital expenditures and mothballing projects after the last commodity super-cycle peaked. The Perfect Demand StormAs mining companies were pulling back on investment, the seeds of unprecedented demand were already being sown. Today, multiple technological and societal MEGA-TRENDS are converging to create what can only be described as a perfect storm of metals demand. © 2025 Metals and Miners, LLC. |
I see what you mean about the ‘Core’..but symbolically it would be massive if France were to take down the Euro/EU……plus they will almost certainly print a solution…which just confirms a bullish PM view…
The other factor is that the ECB cannot bail out France by issuing debt, well not legally anyway, even though it does now issue debt, which buyers buy, knowing that legally nothing backs it…which any French crisis will bring into the open……
In short the EU /Euro only exist, so long as no-one looks to closely at what they are upto…..
No hard feelings at all…..Has Trump contacted you yet to take over the Fed yet….if not we should remind him. !!!!!!
Wall Street Mav
@WallStreetMav
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1h
Civil war in Europe when they realize they made a mistake and try to deport the millions of fake refugees they allowed in.
@Maddog:
Sorry Maddog, now I understand and I feel for you.
I would like to thank Maddog for funding goldtentoasis.com! I’m sure the others here are appreciative as well.
Fundraiser in the future?
Mr. Copper you know that Maddog lives in the UK right?
No man is an island! 🙂
Well … if the left blow up the system and then they aren’t cohesive enough to rule, that sounds like chaos and mayhem. Perfect environment for some “Strongman” to come about!
Why do you care about France and Europe? They have been draining wealth away from the USA, they pretty much absorbed the USA before WW II. My grand parents came from Italy back in 1908. And I don’t care about Italy or any other country other than the USA.
It’s not a coherent force. There is no “left” to take control, the factions may band together to topple a government and then revert to their factionalism and the country stagnates with no leadership. Like Italy, and, surprisingly to me, now Germany too.
Maddog, I’m not sure about France being part of the core any more. Or even Germany. The Blob has acquired a life of its own and festers in its own bureaucratic dominance, immune to disruptions from institutions which are now on its periphery – which was always the intent. That’s why it needs the war with Russia, a final proof of its relevance on the world stage. Hopefully such arrogance will be its downfall. Having said that I can’t see how the Euro survives a French bond collapse. The EU has long been trying to issue its own debt and maybe this will be the catalyst. Whether it will succeed or not – who knows, but there is plenty of history showing that currency markets are much bigger than governments.
ipso 10:10 🙂
Shares are strong. I can’t imagine they won’t battle over HUI 500, but we’re just about there.
Thing is that the metals have still have plenty of room to run.
No tax loss selling this year for a change!
Re Armstrong
He ain’t wrong….they have been advocating that for a long time and may well have spent Vlad’s dosh…..they also need the war to keep going, or Vlad and the Donald will sit down and compare notes, as to how the Globalists have been setting them up, as the Worlds bad guys, which makes all this personal….then add in all those missing Dollars and yes we can see just why they are shiiteing themselves…then add all the dirt he has on their personal habits…..like just what is Micron living with and why doesn’t Mrs Starmer seem to around ever ????
Vlad is well known for how he deals with enemies…….Once this is over I suspect , none of ’em will be buying anything but bungalows…..
“France has a lot of Gold….$ 15/20,000….would be most welcome !!!!!”
Merveilleux, fantastique! 🙂
It could happen.
I’m not sure if you guys already posted this Armstrong from ZH, but I found a couple things interesting. Europe needs war with Russia because if there’s a peace deal they will have to pay back the $350 billion in Russia’s frozen assets. He says they’ve been spending them.
The EU always was built on sand…..it is only a matter of time, before it falls apart….whether France will be the catalyst, we have yet to see….the EU is hated by most, only the few that benefit like it….What this latest crisis shows, is how the mkts are now confident enough to attack the core, not just minnows like Greece….
France has a lot of Gold….$ 15/20,000….would be most welcome !!!!!
So naturally the dollar coming back, although rates have come back down to flat. Riddle me that.
PM shares look decent, and we haven’t been mauled at the 9 am hour yet.
Never know.
What a mess! It’s sad to see. It’s almost as if the left is trying to destroy the country so that they can take control. It brings to mind Napoleon … firing cannon into crowds of protestors and some time later becoming Emperor.