Ben Chivers

Hi @DaveHcontrarian Can you please let me know your view on Aluminum. A higher leg or topped for the cycle ? Cheers Ben

The Pelican - Please Explain The government flies in an ageing national treasure to shoot a new tourism ad — one that sells Australia to the world by the boatload. Paul gets his big bag of money. Then he tries to spend it. What follows is a guided tour of where it all went: Snowy Hydro 2.0, the NDIS, a Rugby League team for Papua New Guinea, and a trillion dollars of debt — narrated by a red-headed pelican from Ipswich.

@philschmidtke @Gren_Dyzer @DaveHcontrarian @VIKINGMASS @Erikvdor @beachainbtc @Elitedon79 @Bob048776875510 @data_goats7 @royroyga @1forDoug @2057adnan @Marbella_Media Nvidia did this a few years ago (I believe) collapsed following fed rate rises and ended up where it did

@Gren_Dyzer @DaveHcontrarian @VIKINGMASS @Erikvdor @beachainbtc @Elitedon79 @Bob048776875510 @data_goats7 @royroyga @1forDoug @2057adnan @Marbella_Media If silver explodes higher above 120 any time soon, it would be the first time a parabola in any asset collapsed and another parabola formed in a few months. Has that ever happened...for any asset?

Had a wide ranging conversation with Christian White @Marbella_Media recorded 6/10/26. Talked about Iran, the market melt-up, the coming bust & what will follow. youtube.com/watch?v=BEfxMA…

Trump killed 50 of Iran's top leaders, did at least $1 trillion worth of damage to their military equipment and infrastructure, totally wiped out their naval fleet and air fleets, put their government in a state of endemic internal conflict, and left them totally incapable of meaningfully attacking their neighbors in the region any time soon. By the end of it, all Iran could do is rig the strait with mines and take pop shots at passing ships. The loss of insurance coverage had more of an impact on the flow of marine traffic than Iran did. I personally would have preferred the total destruction of the IRGC (which technically isn't off the table if they decide to FAFO) but it would have been difficult to accomplish without more civilian casualties -- something third worldist leftoids were already complaining (and campaigning) about. In the meantime, consider the following: No boots on the ground. No prolonged conflict. No permanent occupation. No military draft. No lasting impact on energy prices. No multi-trillion dollar boondoggle. None of the things anti-war retards with Israel tunnel vision like Dave Smith and Candace Owens predicted would happen. In addition: - Oil and gas prices are falling in time for summer and the midterms. - "Free Palestine" third worldists like Graham Platner have less ammo on which to campaign for Congress. - Russia is bringing in less revenue. - The U.S. got a foot in the door to block China's Belt and Road projects. - Trump has greater latitude to tighten sanctions on Russia without exacerbating supply shocks to energy markets. - Europe and America have agreed to increase cooperation in providing for the national defense of Ukraine. - Israel isn't a signatory to the MOU and isn't bound by its terms, leaving it free to independently defend itself from threats if necessary. - America isn't creating a power vacuum for China and Russia to fill by absconding and surrendering its own influence over the region. The people who say this is a "humiliating defeat" for Trump? - Russia - China - Iran - Democrats - The leftist Drudge-led media establishment All the worst people you know have joined arms and are pretending like Iran pulled one over on the Bad Orange Man in hopes that it will piss off Republicans and Israelis enough to get them to kill the deal themselves. It's very transparent. Don't let your enemies control you with such a stupid and obvious Reflexive Control op.

@DaveHcontrarian @csernaggia @LucianoDiNapol5 @Kingskqz @_OutlierTrading David do you forecast indices and PM’s top before the dollar reaches your downside target cheers Ben

@csernaggia @LucianoDiNapol5 @Kingskqz @_OutlierTrading My target remains 82-83. Should see that over the next 8-12 months.

Here's my latest interview with Erik Smolinski @_OutlierTrading recorded 6/4/26.Good discussion about the markets but also my track record and my methodology. As always, Erik asks lots of good questions. youtube.com/watch?v=Tb6sRW…

@puppyeh1 @patrickadownes

@bluewolfpack1 @ShitValueFund Either you or me getting taken out the back and shot tn 🫡

@ShitValueFund 3 week cease fire Israel and Lebanon . Nothing is getting sorted . No fcking deals will get made . Cool buy crude . Absolute muppet show .

Crude is fcking cheap . Fire 🔥 sale cheap .

@bowtiedstocks $BHP - let’s not forget old faithful

There must be some boomer ASX portfolios out there comprising nothing more than Commonwealth Bank, CSL and Cochlear Two have sold off more than 50% already, just one to go now Will happen, just a matter of time Cruise ship bookings in tatters !! $CBA.AX $CSL.AX $COH.AX

@puppyeh1 London I think based on his Substack which I subscribe to

@BenChivers6 Good call but does he live in Aus?

other than Senjin, who are the most active Aussie fund managers looking at Japanese engagement/activism as a theme?

@bluewolfpack1 Maybe, or maybe not - I reckon the US has another round of bombing to go to finish them off. S&P500 all time highs right now … oil sub 90 I’m positioned for an end to the war. I Could be wrong

@BenChivers6 Is the Strait of Hormuz open ? Let me know when it is . Can Iran bomb all the Gulf states oil fields and take crude 200+ and world into a depression ??

Happy Friday ! Trump keeps telling us the deal is wrapped up better than a Xmas present - meanwhile deathly silence from Iran . Guess they love it so much - they already celebrating doing models and bottles . Other news - crude problem ain’t going away . Whatever 💋

@ALBACapMgmt Hahaha lol

@Larryjamieson_ @matt_barrie > psycho social imperative to own hoom (no action from your partner without hoom)

So much of the bad hoom discourse is just people stressing one causal factor. Hooms in Australia are special because they have EVERY causal factor acting in concert: > APRA lending standards > widespread mortgage fraud > daisy chaining equity from other hooms > non economic bid from Asian expats (no KYC) > structurally increasing replacement cost inflation (labour absorbed by infrastructure projects) > structurally increasing taxes as a percentage of new build cost (more than 50%) > unfettered immigration (except if you’re a skilled labourer) > FHB grants and 2% down government guaranteed mortgages > owner occupied tax exemptions > hooms are sold at AUCTION (hot house bidding environment) > nimby planning authorities (less of a problem now) > govt demand side stimmy to any perceived down turn > govt willing to erode purchasing power of the currency measured in usd by teens percentage per year to defend hoom prices > psycho social imperative to own hoom (no action from your partner without hoom) > I could go on

@Kacper_PK_CH Assuming you use a simple MA cross you would have also been out between your buys and also would still be in

Gold Miners - $GDX I don’t push any asset or stock, and I never will. I also almost always sell too late; that is the price of staying with the trend. What I won’t do is hold downtrends.

#silver #gold #preciousmetals The silver bugs have never seen anything more powerful, timely, and reliable than the professional A/D (see my article) in their lives. When silver broke $26.07, I said, "The cat is out of the bag". Since the 2020 high, I made only [one call] in which I warned that silver was preparing for the VERTICAL move. Once silver broke that level, it exploded and never looked back. 240% in 8 months. Of course, none of the widely followed PM accounts will ever retweet this, bc they want you to follow some clueless analysts in their circle, and they are constantly promoting their BS. ps I am not referring to Patrick

@uncommontoken76 @desertman388 Without hijacking desert man’s thread I think maybe this year. If it breaks that trend line h Le drew it could get moving pretty quickly especially if Iran resolves and silver gets back above $100/oz. It could also get taken out too

@BenChivers6 @desertman388 Time frame Ben or a broad target? I don’t disagree btw…

Same as ever. @BenChivers6 $USL

@desertman388 Thanks for posting - can you tell me your price target

$USL Follow up. Excuse chart, bit noisy, my working chart. Bang on time.