AleSimo

@DsrPrivate Dear Andy, you previously mentioned that in an unresolved worst-case scenario of $150 crude you see more downside in gold (around 3,500) than in equities. Could you please elaborate on the reasoning behind this view?

@DsrPrivate Did you pick up gold in the low 4100s? I missed that train but will not chase

@GoldForecast Gold and other metals are being sold because market now needs liquidity.  Everyone is very overweight assets still and LEVERAGED.  They need to pay for margin calls, etc.  And gold is the one thing they can sell quickly and easily. But I think this is soon a buy opportunity

I guess these countries could offload some gold for liquidity purposes.

@James56487175 Sir, are you buy junior miners these days or too early?

Too late for the UK, whose people already lost the right to complain.

@MacrostratPB are you now back to neutral gold? I gotta say I should have followed you there, my bad :D

@Tradingchannels What’s your view on gold?

$SILVER is selling. You have been warned. Only $85 can save it. $xagusd

@MacrostratPB I am super biased, but I think gold is close to be a buy here

@DsrPrivate Hi Andy, if I recall you were considering being a buyer of gold around 4800, still your view? Any views on Copper here?

@DsrPrivate View on copper is same as commodities?

@MacrostratPB at which levels are you neutral gold?

@DsrPrivate @Jimmyjude13 @DanielSimonyi @NikLentz good luck, sending good vibes

@inigoezponda suggestion to look in to Atico Mining...it is somehow still very very cheap and I think it will no longer be cheap after they will post a delaveraged balance sheet in April :-)

Just bought a good amount of Guanajuato Silver $GSVR $GSVR.TO for my family portfolio after selling $WRN Very nice and clear turnaround story. Good production, reducing costs, resources are there and coming with drilling. Easy buy and hold for this year.

@MacrostratPB Is it foolish to raise cash here?

@DsrPrivate Gsg, gld, acwi

@DsrPrivate I really don’t like crude spike…is it foolish to raise cash here?

@MacrostratPB Why selling WDEF with war ongoing?

Very grateful for all the good interactions I got with the investor community on X. For new followers I will give some examples in below thread what kind of analysis / stock picking that you can get inspiration through following this account. Retweets appreciated. 1/x

@DsrPrivate at which levels would you become neutral gold and at which levels would you be a buyer? :-)