Cycle Bottom

38.7K posts

Cycle Bottom

@BULLReturns

Retiring Investment Manager sharing their 10x10x10=1000 methodology

South East Asia Katılım Mayıs 2009

261 Takip Edilen14.3K Takipçiler

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Cycle Bottom@BULLReturns·5 Mar

Thought of the day: Return compounding is all about timeframes in #cyclicals, 10x over 5 years reinvested in 10x over 5 years reinvested in 10x over 5 years with 1-2 year waiting between reinvestment = 1000x over 17-19 years. Are you formulating your compounding plan?

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382.7K

Cycle Bottom@BULLReturns·2h

......#drypowder park = cash with some short ETFs

Rekt Fencer@rektfencer

EVERY SAFE HAVEN JUST FAILED BTC. GOLD. STOCKS. OIL. FIAT. THE WHOLE FINANCIAL SYSTEM IS BREAKING. WHERE DOES CAPITAL GO NOW?

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2.2K

Cycle Bottom@BULLReturns·4h

@HeikkiJohansson For Silver use $60 spot

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Cycle Bottom@BULLReturns·5h

@HeikkiJohansson Those trading on < 0.5x 2028 CF @ $4000 spot will do well

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Cycle Bottom@BULLReturns·1d

...... January was a great scale down opportunity for #preciousmetals as they became over extended... we did push this position, few took us up on doing so. $4600 continues to be our average #gold price assumption for 2026.

cape@capexbt

Gold was the biggest IQ test of 2026 and most people failed it. - Everyone was a gold expert at $5,589. Silence at $4,557. - War in the Middle East and gold is crashing. The safe haven narrative just completely died. - The same people who said “gold to $10,000” can’t explain why it’s falling during a war. When inflation comes from oil and not money printing, gold doesn’t protect you. It punishes you.

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Cycle Bottom@BULLReturns·1d

@marketplunger1 .....these are few and far between, maybe 1 in 500, whereas #10baggers are 1 in 50 from cycle lows with a 12-60 month holding period.

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Cycle Bottom@BULLReturns·1d

@marketplunger1 .....these can be > #50baggers if ones entry was < $10m cap and NPVs prove to exceed $1bn

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Cycle Bottom@BULLReturns·1d

.....when you are investing in real projects commencing at <2% of NPVs with > 100% IRRs, relatively low cost curve positions, one might as well stay for the duration, unless overvaluation kicks in earlier than expected.

Meb Faber@MebFaber

Investing Quote of the Day: “The best investors are not investors at all. They are entrepreneurs who have never sold.” - Nick Sleep

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Cycle Bottom@BULLReturns·1d

@jddonovan_ ....there is substitution and base metal mines coming online with silver as credits.

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Cycle Bottom@BULLReturns·1d

@jddonovan_ .....at 4-5x cost curves there is no running out

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Cycle Bottom@BULLReturns·1d

@jddonovan_ ....at 4-5x the cost curve it was priced in

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jddonovan@jddonovan_·1d

@BULLReturns And silver? We're already running out and think of all those solar panels that still need shipping to Cuba

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Cycle Bottom@BULLReturns·1d

@ZeroSkills .....don't rush

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Zero Skills@ZeroSkills·1d

@BULLReturns It's not unusual for gold to fall sharply during a crisis. I sold 1/3 of my gold in January and am looking to buy it back now.

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Cycle Bottom@BULLReturns·1d

@mrworldwide3056 Post contagion yes

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mrworldwide305@mrworldwide3056·1d

@BULLReturns Lithium going to bounce for secpnd wave sooner or later

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Cycle Bottom@BULLReturns·1d

.....nothing, wait for the cycle to bottom out

Tekee@Tekeee

Gold is crashing. Silver is crashing. Crypto is crashing. Stocks are crashing. The dollar is crashing. Real talk what should we buy now?

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Cycle Bottom@BULLReturns·1d

.....contagion reality is hitting the spot

Spencer Hakimian@SpencerHakimian

🚨BREAKING: GOLD COLLAPSES AS ARAB GULF STATES SELL THEIR ASSETS TO RAISE MONEY

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4.1K

Cycle Bottom@BULLReturns·1d

......vision is required to look through storms.....what's going to be trading on < 0.3x 2028 CF over 2026?

TheHedgelessHorseman 🏇@Comm_Invest

No it is not different this time

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Cycle Bottom@BULLReturns·1d

@drsessasarasota ..... Many are visionless, the rear vision mirror won't help you here

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Cycle Bottom@BULLReturns·1d

@drsessasarasota $112 Brent on our screen

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Cycle Bottom@BULLReturns·2d

.....contagion is accelerating as #oil moves above > $120, pace yourself as 50% sell offs will be incoming.

Brandon Beylo@marketplunger1

Getting really excited about this pullback in the metals and miners. Some extremely attractive companies down 20-30%+ over the past 1-2 months. Great time for those with lots of cash ready to deploy once bases start forming. Love it.

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Cycle Bottom@BULLReturns·1d

@sneakyjuror @marketplunger1 .....easy to state, most dont have the emotional control to deploy as prices drop materially.

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Ssh! I'm a ❄️😭@sneakyjuror·2d

@BULLReturns @marketplunger1

GIF

QME

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Cycle Bottom@BULLReturns·2d

@jimk1901 .....that's a given

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Jim K@jimk1901·2d

@BULLReturns you think we spike to 120+?

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Cycle Bottom@BULLReturns·2d

@PermiOG @marketplunger1 Contagion Vs financial reality are 2 different things, our #gold nano caps would still be trading on 1x 2028 CF at $100 oil and $4000 gold. 2x at $150 & $4k 4x at $200 & $3.5k

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Keşfet

@HeikkiJohansson @marketplunger1 @jddonovan_ @ZeroSkills @mrworldwide3056 @drsessasarasota @elonmusk @BarackObama