Everyone and their brother will be looking for a pause/pullback at $5k – shorts will be vulnerable.

we are getting a taste in Silver what such long term formations can do…the choas in the JGB mkt, likely printing etc…could easily trash the Yen and the Japanese couldm well move into PM’s, as in PM terms the bull is well alive…..

If serious money comes out of JGB’s into PM’s then standback folks.

https://www.zerohedge.com/news/2026-01-20/japanese-bond-market-imploding

No matter if their current push for performance temporarily lines up with our positions-goals, I could never trust them a tiny bit. They are the SWAMP!

Re Irish

Absolutely……everyday….right on Crimex opening !!!!!!

Good luck with that … Trump and company work for him/them.

Their greed should force them into commodities though.

Their tyrannical approach … ignoring the effects of their crazy policies/desires … will not do well over the next 10 years (ever?).

Mornin folks

Re Gold at 5 K…..that is one brave call….a very famous TA guy Gann…wrote reams on why various numbers had influence on the mkts…..big 0’s had huge power and the more noughts the bigger etc…..

If Gold does blast through, then the shorts will be running around as if their hair was on fire !!!! after all next is 10 K then gulp 20 K !!!

U may be right, there is something inorexable about the Au advance…..Sunday night was intructive …it opened and then moved up over 1 %….

Can everyone imagine what Irish would be posting now

CHAAAAAAAAAAAAAARGE !

Sounds like we need some anti-trust action. Larry Fink is one of the evil ones!

My bet is that Fink won’t be long for the Corparate world…he run Blackrock up a dead end, in ESG….everything ESG is dead so must be many of their investements.

Now they want to pivot great and it will help us tremendously…but he has a huge problem size and percentage returns……the only way you make huge percentage returns is being early and being early rarely offers opportunity in size, if ever…..as the shorts in PM shares are about to find out…small mkts have small bid offer vol….

Fink needs to be early….well he is well late in AI, already…so where go next….and by tommorow the whole world may have watched him be named as one of the major Globlist/WEF problem causers.

he does the same thing every day.

I’ve got two bits that says gold blows right thru $5K and doesn’t look back. That’s where everyone is going to be calling for a pause.

It’s getting to be gold’s turn again to lead. The JGB problem is the first catalyst. The second is the US Bond market.

Re Flynt……Tommorow he is going to the woodshed….The Donald is due to make a speech in Davos…..where I think he is going to read that lot the riot act……it could be epic…one for the ages.

https://www.moneymetals.com/news/2026/01/19/silver-now-ranks-as-the-second-most-valuable-asset-in-the-world-004622

How the Architect of the ESG Movement Just Jumped Aboard The Metals and Mining Super-Cycle Freight Train!

In the world of global finance, there is noise, there are signals, and then there are seismic shifts. What we have just witnessed from BlackRock CEO Larry Fink is the latter.

In a stunning admission that reverberated from Wall Street to the world’s energy capitals, the man who, more than any other individual, architected the corporate Environmental, Social, and Governance (ESG) movement, has publicly conceded that the forced transition to renewable energy will cause a global power shortage. wait, what?! Watch HERE.

This is not a subtle hedge or a minor course correction; it is the chief ideologue of the green transition admitting that the core of his design is fundamentally flawed and no longer applicable to our world.

For years, Larry Fink has been the most powerful and influential voice pressuring companies to divest from fossil fuels, embrace stakeholder capitalism, and prioritize sustainability metrics, often above profitability.

His annual letters to CEOs became a Pope-like communication for the ESG religion, setting the agenda for boardrooms across the globe. Armed with the unprecedented power of BlackRock’s ever-growing mountain of assets; now a staggering $14+ trillion, Fink wasn’t just suggesting change; he was, in his own words, “forcing behaviors.”

The irony is staggering. The very transition he championed has, by his own admission, sabotaged our power supply, raised electricity bills for millions, and left the world dangerously short of the reliable, baseload power that underpins modern civilization.

Make sure you hear his words. Go back and click on the link and listen if you haven’t yet. This isn’t just a change of heart; it’s the most powerful financial signal in the world that a historic capital rotation is not just coming, but is already underway.

BlackRock’s $14+ trillion war chest is pivoting, and to understand where the world is going, we must understand why and where that capital is about to flow. And to appreciate the magnitude of this moment, one must understand the sheer scale of BlackRock’s influence.

• You need to understand Blackrock is not merely the world’s largest asset manager; it is a financial superpower that rivals many nation-states in its economic clout.
• You need to understand its Aladdin risk management platform processes over $21 trillion in assets globally, giving it unparalleled visibility into the world’s financial markets.
• You need to understand that when Larry Fink speaks, the entire financial world listens.
• You need to understand that when he shifts strategy, trillions of dollars follow.
• And you need to understand that Larry Fink’s admission that the green transition is failing is not a minor footnote in financial history; it is a watershed moment that will be studied for decades to come.

We have just witnessed the Larry Fink/Blackrock $14+ trillion pivot! Now we have the architect of the ESG movement also jumping aboard the metals and mining super-cycle freight train! Toot-Toot..

LET’S DIG INTO THE FOLLOWING:

1. Today’s super-cycle story begins will Blackrock helping to starve the world of energy and critical minerals through the ESG crusade. Larry Fink’s now-infamous 2017 declaration, “You have to force behaviors – at BlackRock we are forcing behaviors,” was not hyperbole. It was a statement of intent, a doctrine that has guided the deployment of trillions of dollars and has reshaped the global corporate landscape. The ESG movement, with Fink as its high priest, effectively demonized entire sectors of the economy. How the ESG movement didn’t just delay new critical minerals supply; it effectively destroyed the seed corn of future production!
2. But now has come Larry Fink’s great pivot, forced upon him of course, as ideology has met financial reality. The ESG crusade has run headlong into two immovable objects: political reality and the non-negotiable need for reliable energy. The backlash has been both fierce and effective. Republican-led states, viewing the ESG push as a politically motivated attack on their economies, began to pull billions of dollars from BlackRock’s management and the narrative began to crack. This was only the beginning. I will detail this fissure further below. Why Blackrock was forced to choose between ideological purity and financial survival, and, predictably, it chose survival!
3. Fink’s new crusade is A.I, data centers, and baseload power. Just as the ESG narrative was collapsing under its own weight, a new, even more powerful narrative emerged: the Artificial Intelligence revolution. The buildout of A.I. and the data centers required to power it represents one of the largest infrastructure projects in human history. And this new revolution has one non-negotiable demand: massive, reliable, and inexpensive electricity. Why Fink is, once again, preparing to “force behaviors,” and this time, those behaviors will involve massive investments in the very sectors he spent a decade plus trying to destroy!
4. Now we need to understand his $14+ trillion weapon, so we can skate to where the puck is going, not where it has been. It is difficult to overstate the scale of BlackRock’s influence. With $14+ trillion in assets under management, the firm is not just a participant in the market; it is a market-moving force in itself. When this behemoth of capital begins to rotate, it doesn’t create ripples; it creates tidal waves. Why for us investors, the choice is simple: we can stand either on the sidelines and complain about Fink’s hypocrisy and the damage his last crusade caused, or we can skate to where the world’s largest asset manager is directing the next wave of capital!
5. It should be abundantly clear by now about what the official U.S. government policy is. Larry Fink and BlackRock’s ESG crusade was so successful that it created a massive, structural deficit in the supply of energy and critical minerals. Now, faced with the hard realities of a global power shortage and the non-negotiable demands of the A.I. revolution, Fink is pivoting. Blackrock is now in alignment with the U.S. government. He is redeploying the immense power of his $14+ trillion firm’s war-chest to solve the very problem he helped create. Why the world’s largest and most influential asset manager is officially joining the party, bringing with it the promise of a tsunami of institutional capital!
6. And now we just need to see the whole system for what it is. We need to have “Neo” moment, where the lead character in the movie “The Matrix,” finally sees the code underlying the simulated reality. Everything that once appeared solid and real is revealed to be a construct, a system of control. Neo sees it for what it really is! This Larry Fink/Blackrock pivot offers a similar moment of clarity for us investors. The ESG movement, for all its moral posturing and lofty rhetoric, was never really about saving the planet. It was about control; control over capital allocation, control over corporate behavior, and ultimately, control over the trajectory of the global economy. Larry Fink and BlackRock wielded this control with ruthless efficiency, using the threat of divestment and proxy battles to force companies to comply with their vision. And now, with equal efficiency, they are abandoning that vision and pivoting to a new one. Why the lesson is not to get angry or to feel betrayed, rather the lesson is to “see the system for what it is” like Neo: a mechanism for concentrating and deploying capital in service of the goals of the financial elite!

Wall Street Mav
@WallStreetMav
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1h
20 million Indians with fake degrees are about to flood European labor markets.
Quote
Disclose.tv
@disclosetv
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3h
NOW – Ursula von der Leyen says EU is “on the cusp” of making “the mother of all deals,” with India, “Europe will always choose the world, and the world is ready to choose Europe.”

https://x.com/WallStreetMav/status/2013591319399092551

Wall Street Mav
@WallStreetMav
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10m
Lots of people are talking silver mining stocks lately.

Most of the stocks being mentioned as “silver miners” are not mining much silver. They mine gold or lead or zinc or copper, with a small portion being silver.

Or they are exploration companies that don’t mine anything.

There are perhaps 5 stocks that actually mine silver and it represents more than 50% of revenue.

https://x.com/WallStreetMav/status/2013611327260946685

This is where my Schwab real-time quote system goes haywire, and the bids/ask of SLV start going all over the place. This is also where they like to start testing the stops and softening up the metals before the Crimex opens. Anything they can do to stop the momentum.

Shanghai pm fix dropped a little to $103.57 I’m surprised we’re doing as well as we are.

The dollar is down almost 1% with rates higher. Not supposed to work that way. More trouble in bond land?

Good to see you’re fighting the good fight.

“HODL bro,” they type through tears,
As gold and silver leave the peers.
No glitches, forks, or laser eyes—
Just real weight… and moonward skies.

I miss Wanka and many others

Wish they could be with us

On ward Pilgrims

Winedoc

I guess every day is a test, but usually it’s a test for our patience with them.

PM shareholders are waking up to portfolio’s up around 5%. I really hope they can hold up, especially in a weak SM. Hopefully it will turn out to be the beginning of the real bull market, where the shares provide leverage to the metal price. They did it back in 2001-02 when the HUI ran to 600 the first time from 35. I’ll never forget it because we had to hear from “ment” about how his mother-in-law’s account made so much money because he bought at 35.

I guess if there’s one thing that pm’s have made me aware of – it’s my age, and just how long I’ve been riding this train. This is “the blessed hope” of every gold bug. Some of us didn’t live to see it. Wanka, floridagold, Farmboy?, Some old names. This is where we square up with the phony markets by holding “real stuff.” this is where the music stops and we take a seat.

Let’s hope “THIS IS IT!” as Wanka used to say.

10 yr. here also up to 4.28% was 4.13% last week. Dollar getting hit as well. They are piling into the Euro and Sterling – good luck with that.

PM shares are blowing up on the Globex, as the SM gaps down. No doubt they’ll hit the sell button on pm’s at the open to see if they can tamp things down with the SM.

Silver $95.50. Gold $4730 – What’s not to like?

I’m sure I’ll change my tune at the open. 🙂

JGB yields. Vertical. New PM says “Print, print, print”.

Rates rising. Now 4.27%

Gold is the lone superstar and silver still maintaining most of yesterday’s gains.

Greenland?