Discover and read the best of Twitter Threads about #preciousmetals

Most recents (14)

THREAD: A picture is worth a thousand words. Let's look at a few of the globe's largest #ETF's & their graphs & see if we can make some sense of the current market environment.

What a year it's been for #Oil & #Energy! Only positive YTD #MSCI #Sector.

$IXC
2/19

#Global #CleanEnergy #ETF relative to Global #Energy shows an interesting picture.

$ICLN vs $IXC
3/19

#EmergingMarkets #ETF seriously lagging #DevelopedMarkets ETF, mostly due to disinvestment from #China.

#SouthAfrica might be down over 1YR, but $EZA performance in USD (-15.9%) is still way ahead of both $URTH (DM -22.2%) & $EEM (EM -28.9%) over the same period.
Read 19 tweets
1/17 En este hilo vamos a repasar la tesis de la #plata #silver y pensar porque podria ser unas #inversiones a tener en cuenta. Sobretodo porque puede ser una opción mas interesante que el #gold si pensamos en #preciousmetals 🧵
2/17 El #bear case esta soportado por un #dolar fuerte y unos #bonds yields altos gracias a las subidas de tipo de la #FED, ya que esta a dejado claro que va a subir tipos en noviembre y diciembre y mantenerlos en 2023 Image
3/17 Por otro lado, el #dolar hará peak pronto porque no puede si esta muy fuerte destruirá demanda ya que la mayoria de #commodities se compran en dolares Image
Read 17 tweets
1/ Ever wonder how Commodities melt up in price? Or How prices of #Gold and #Silver blowout between New York and London? #LME

Please retweet to help others learn.
2/ For many buying physical #preciousmetals, the London price is the primary market for pricing transactions. Although the New York Commodity Exchange (#COMEX) is widely reported and publicly available, this is a derivatives market
3/ How these markets differ can be defined by their users. London’s market provides a pricing mechanism for the physical investor, producer, user, fabricator, etc around the world. The Comex was designed as a hedging market.
Read 18 tweets
Now is the time to be bullish on #gold #silver and #preciousmetals Many experts like @antonioatanasv @SilverChartist @RealRickRule or @TaviCosta has been bullish on #preciousmetals but I truly believe that NOW is the time!👇🧵 1/15
We are in at the begging of an inflationary decade. January #CPI rising at 7,5%, we need to look at previous inflationary periods like the 40s and the 70s. 2/15
Those periods were very different, at the 40s the governmental debt was high due to #WWII but in the 70s the corporate and private #debt was much important and this effect to the monetary decisions of the #FRED 3/15
Read 15 tweets
THREAD: A picture is worth a thousand words. Let's look at a few #ETF graphs & see if we can make some sense of the current market environment.

What a year it's been for #Oil & #Energy! Sharing only positive YTD #MSCI #Sector performance with #Financials.

$IXC $IXG
2/15

#EmergingMarkets #ETF seriously lagging #DevelopedMarkets ETF, mostly due to disinvestment from #China.

#SouthAfrica might need a lot of catch up, but $EZA 1YR performance in USD (+9.9%) is still ahead of $EEM (-11.3%)

$URTH
3/15

#Global #Value #stocks (#ETF) recently enjoyed short-term recovery, but still got some serious catch-up to do over the longer term.

$IWVL
Read 16 tweets
Bitcoin Maxi's like @michael_saylor, @APompliano often refer to other asset classes to compare %.

I understand, and it's important as 99% of the people are building wealth = speculating.

They want to get rich. It's not about staying rich.
I am here to explain my strategy.

1.
Over the last 13 years, i have specialised in #preciousmetals

Most still seem to grasp that focus = delivers.
Off course, sometimes there are long periods of no gains, but also no losses.

The time to win huge is once again there, with the weekly breakout on #gold.

2.
Bitcoin maxi's always compare yields to #Gold

Which is plain BS (distraction) as using the right junior #miners, a small % in gold can deliver spectacular returns in miners.

Speculating in crypto equals speculating in miners.

Gold itself has nothing to do with that.

3.
Read 12 tweets
Gold is dead.

And that’s exactly why I am positioned.

The turn is in, a wrap-up of evidence here in this thread ⬇️

#preciousmetals #metals #gold #silver

1.
the dominant intermediate #gold cycle in the new bull market runs 1y (it was shorter last bull)

while we claimed the 2 bottom 'live'when it happend, Nov 30 and mid March, this yearly cycle retraced 0.618 to the tick, while indicators are all turning UP on weekly levels

2.
#gold with 3 trading days left, the monthly candle is shaping up as a reversal.

watching close early next week

3.
Read 17 tweets
after digging deeper than ever over the last few months,

the Silver Sitfolio is like seeing Naples and die
we have arrived to the point of perfection. mindfullness.

take out $30 and this goes nuts

1.
#gold #silver #juniormining #preciousmetals #mining
goldventures.org/blog/silver-si…
Patrick @badcharts1 is right. After having numerous calls with management, digging on fundamentals I can only say: it's all in the charts.

Also the future, visible by past strength.

having a hard time holding my top 10? I don’t think so. Unlocking value month after month.

2. Image
Add some spice with the positions 11-20 and further.

These will outperform to the upside, once momentum kicks in. More risk, more fun.

Why? it's all in the charts. Spurt higher, then consolidate for many many many months. Violent setup.

positions 11-20:
#mining

3. Image
Read 4 tweets
Anybody feels like looking at a few #Global #ETF graphs? Or are you all sitting in front of a big fire, ready for that Sunday braai or potjie?

If there's interest, I'll be happy to show 1 graph for every like or retweet?

#MonthEnd #Markets
That's nr1 (5 likes & retweets). Nice one @RocknDad 😂- saw you sneak in both a like & retweet, but rules are rules.

#SouthAfrica dropping down to 10th in the #Country #ETF YTD rankings. #China losing the lead to #Taiwan. #Brazil new current holder of the wooden spoon.
That makes it 2.

#DevelopedMarkets (+2.5% in US$) making a bit of a comeback against #EmergingMarkets (+0.8% in US$) in February. #MSCI #SouthAfrica however outperformed both with 5.3% (in US$) over same period.

$URTH $EEM $EZA
Read 19 tweets
Who was Hugo Stinnes?

In the early 1920’s in Weimar Germany, Hugo Stinnes became the richest man in Germany earning the title the ‘Inflation King’ How did he do it? Time for a #Thread 🧵 🪡 👇 1/ Image
For reference, whenever I say ‘Inflation King’ 🤴, I am saying the words with a ‘Sausage King of Chicago’ accent from Ferris Buellers day off. 2/ Image
Hugo Stinnes was born in Germany 🇩🇪 in 1870. Stinnes inherited his father’s coal #mining ⛏ business in 1890 at the age of 20. He began to purchase seagoing vessels 🚢 to transport his coal and other materials. 3/ Image
Read 15 tweets
(1) So let me try to write something down on #options, more specifically #LEAPs (Long-term options).

Options?

Options give you the 𝗿𝗶𝗴𝗵𝘁 to buy (call) or sell (put) an underlying asset (= stock/ETF) at a fixed price (= strike price) up to a spec. date (= exp. date).
(2) Premium.

Ofc. options aren't free. You'll have to pay a premium for this right. Important to keep in mind is the multiplier, which often equals to 100 (every option covers 100 of the underlying shares).

𝗣𝗿𝗶𝗰𝗲 𝗽𝗲𝗿 𝗼𝗽𝘁𝗶𝗼𝗻 = 𝗽𝗿𝗲𝗺𝗶𝘂𝗺 * 𝟭𝟬𝟬 (+ 𝗰𝗼𝘀𝘁𝘀)
(3) Pricing
Options pricing is determined by the four greeks (separate thread in the future). Important to take into account is that options will be more expensive if:
1. Your expiration date if further out (#theta).
2. The closer the strike price lies near the asset (#delta)
Read 13 tweets
#SILVER | #GOLD | #URANIUM

1/

It's been well said that a commodities 🐂 market will either "wear you out" or "scare you out"

It has now been over 100 days since the Aug 7th $2089 high in $gold & the $29.92 interim top in $silver

Many are worn out and have thrown in the towel
2/

As bull markets mature, shares of quality companies and physical #preciousmetals become increasingly concentrated in fewer and fewer hands.

Unfortunately, most retail participants are shaken loose way too early as the "smart money" accumulates when the market is quiet.
3/

A firm understanding of the fundamentals can give one the conviction to hold (or add) through gut-wrenching pullbacks and longer than expected consolidations.

💎My personal conviction in this bull market has never been stronger.
Read 7 tweets
1/n - Firstly, an apology. I should've been quicker to realise what was happening. The penny dropped yesterday when I looked at prices of physical gold and silver. They haven't been smashed. Not only that, but demand has sky-rocketed and suppliers can't keep up. The gap...
...between the quoted paper price and the actual metal is widening. Rather than me explain what's going on, I beg you to read this goldtadise.com/?p=459779 I have followed 'Plunger' for years, and I highly value his work. He nailed this 100%. In summary...
...avoid the paper ETFs. Invest in physical gold/silver or quality 'investment-grade' producers. Thanks to the recent manipulation they will be available at enormous discount. That will change though. They will be making handsome profits with the metals at these levels...
Read 5 tweets
Hey all! Attention if you are up for an update on my perspective on markets. Deflation and massive moves ahead! Stay tuned #HZupdates
Let's start with #CRB, which created a nice shooting star on weekly chart, and leaving gap open below. Wave "e" often overshoots trend-line only to turn hard the opposite direction. The likely coming decline in #CRB is deflationary #HZupdates
This week we had an #Oil crisis according to some analysts. It played out on Monday😄Like #CRB, #Oil is consolidating in a sideway-consolidation (wave B) before a strong move lower. Target in Ending Diagonal remains <20USD. This will be secular bottom. First #deflation #HZupdates
Read 14 tweets

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