Billy Bob

@DaveHcontrarian hello sir Can you confidently say the parabolic portion of this bull run has started? At least for equities Ty in advance

@DaveHcontrarian @jammin_jp @KostkaJim @JrMiningGuy That’s fair I don’t expect linear - just pointing out the over-performance of AI, semis, tech, etc in this snapshot of time Nonetheless - 9500 S&P & other indice targets look poised for a summer top still?

@BillyBobInvests @jammin_jp @KostkaJim @JrMiningGuy Just let it play out. Some of you overanalyze and expect linear moves. That's not how markets work. Watch & learn.

Here's my latest interview with @JrMiningGuy recorded 4/29/26. We discussed the conflict in Iran,the Fed & the coming new Chair.Also talked about my economic & inflation outlooks as well as the outlook for stocks,bonds & metals. youtube.com/watch?v=DPC2P7…

@DaveHcontrarian @jammin_jp @KostkaJim @JrMiningGuy Hi sir Whole market is strong Looks like Nasdaq & SMH in particular are parabolic while the S&P is at all time highs but the ROI is lagging though S&P to get parabolic very soon & join the party ? 9500 top still likely this summer in your current view ? Thanks

@jammin_jp @KostkaJim @JrMiningGuy It's possible.

@DaveHcontrarian @TheGladiatorHC No not at all - just clarifying sir I genuinely appreciate your feedback & fast replies I hope my questions don’t come as a slight Thank you!

@BillyBobInvests @TheGladiatorHC No. I still think we could see a top this summer. I'm sorry if that isn't what you want me to say.

David Hunter, Contrarian Macro Strategist, shares his outlook on gold and silver. After silver’s sharp ~50% correction, Hunter says the reset in sentiment may have cleared the way for a powerful final leg higher. He sees silver targeting $180 and gold targeting $6,800 in this cycle. Looking further ahead: “You could see gold get to 20,000.” And on silver: “I have had a long-held, long-term target of 500 on silver.”

@DaveHcontrarian @TheGladiatorHC I apologize if my wording was off Perhaps the thesis has not changed - and I understanding this is a cycle call so timing is flexible - but with that being said Q4/EOY is seeming likely right now ? That’s all Thank you!

@BillyBobInvests @TheGladiatorHC I never said or even hinted at any change.I find many of you project on me what you are thinking. My forecast and expectations are unchanged.I say over & over that any timeframes I mention are "coulds" so when you try to pin down a precise time I never do that.Exactly same view.

@DaveHcontrarian @TheGladiatorHC I hear you sir I guess in this most recent interview it seems that your view has changed From previously markets topping by end of summer to now Q4/eoy - perhaps because of recent war/oil concerns A parabolic by Labor Day/end of summer isn’t high probability any longer?

@BillyBobInvests @TheGladiatorHC I'm telling you what I think we will see. Obviously, it doesn't have to happen that way.

@DaveHcontrarian @TheGladiatorHC Got it Thanks So I guess the premise that this final leg will be happen faster & more vertically than the previous leg (in 2025) doesn’t necessarily have to happen at all The market can just keep having steady, outsized gains into EOY or so - especially with worries of war+oil

@BillyBobInvests @TheGladiatorHC Probably similar timeframe.

@DaveHcontrarian @McG997015818 @Prsnen1 @Abbas62413663 @theandymillette I know you’re being sarcastic sir but I’m sure most of us are genuinely appreciative of your time & how you express your views with the avg retail investor Just from quick hand analysis looks like most of your replies are based in fear while sentiment indicators scream the same!

@McG997015818 @Prsnen1 @Abbas62413663 @theandymillette At least one person does, lol.

Here is my latest interview, recorded 3/18/26 with @theandymillette.Lots of discussion about geopolitics,Iran,oil,the metals,the stock market,a potential top later this year & the global bust. youtube.com/watch?v=_y2qE6…

@DaveHcontrarian Can’t wait sir Thanks as always for your time

@BillyBobInvests It will likely be somewhat more upside (45%-50%) in less time, maybe 3 or 4 months. That's why I still think we could top this summer.

@DaveHcontrarian Hello sir I’ve watched all your interviews the past 1.5 years A consistent theme is that the last leg will be the steepest For the S&P, last year was about 40% in 6-6.5 months I would guess whenever the next leg starts (seems soon) - it will dwarf that

@DaveHcontrarian @Rob030544019578 @meta_slayer @SJones67581 @jessebday Thanks for your input I do not try to have knee jerk reactions I’m looking at the body of the past several months - which has been flat/red for indices Also I understand things take time Even though the idea of a blow off top is exciting for anyone long in various assets

@BillyBobInvests @Rob030544019578 @meta_slayer @SJones67581 @jessebday You guys draw conclusions based on very short-term moves. If all of a sudden the S&P rallies to 7500 in two weeks you'll be asking if we might get to my target in a month. It's a waste of time to speculate based on what's happening right now.

Here's my most recent interview recorded 2/18/26 with @jessebday.Discussed the melt-up into the top,the bust & 80% bear to follow & the commodity supercycle that will follow the bust.Discussed the Fed,the big money pump & the inflation cycle to follow. youtube.com/watch?v=2KD94d…

@DaveHcontrarian @Rob030544019578 @meta_slayer @SJones67581 @jessebday Hello sir Even though some of us have questions regarding semantics - most of us agree that you will be right I guess at this point it’s a when not if sort of question Ik you say watch & learn but feels like this bull can keep extending for many more months (into EOY at least)

@Rob030544019578 @meta_slayer @SJones67581 @jessebday A lot more than just a chance. I will be right.

@BGatesIsaPyscho There are real adults out there who will watch that cgi goyslop & say “yes this is real” FFS bugs life looks more realistic than whatever tf that was

🚨 “Japanese astronaut has shared spectacular footage of a dazzling Aurora filmed from the International space station” Anyone else see the problem here?

@DaveHcontrarian @DouglasCam10123 Thank you David !

@BillyBobInvests @DouglasCam10123 I didn't take it as a slight. If it happens by midyear it will be historic. I just think you will be surprised.

@DaveHcontrarian do you think it’s finally off to the races for TLT or more consolidation expected?

@DaveHcontrarian @DouglasCam10123 Fair enough I guess you think I have no idea because perhaps I’m (vastly) underestimating how fast various markets can run to the top This is no disrespect or slight to you - I appreciate all of your work & insights I agree just on an elongated timeframe is all Cheers

@BillyBobInvests @DouglasCam10123 You have no idea. Just watch & learn.

@DaveHcontrarian @DouglasCam10123 Hello sir Exciting to hear this coming from you So right now it’s fair to say you expect a top in Q3 - albeit that different markets won’t top simultaneously Seems almost unfathomable for a top by mid year though Type inflows for $SPX to do 40% in 4.5M is fever dream-esque

@DouglasCam10123 As I've said over & over the 10yr is headed for 3% and probably below by this summer. The rate consolidation is likely over. The next several months should be fun as the stock, bond & metals markets all rally big-time. Even BTC might finally reverse course and see a nice rally.

@DaveHcontrarian I think I get it DXY, inflation & rates trend lower into the equity top, as longer duration yields go below 3% around then From there - near 0% long rates bottom of the bust I’m just asking in regards to any loose timeframe for all this - 10YR going sub 3% by Q4 seems likely

@BillyBobInvests I don't think you understand my forecast. I have a much more bullish forecast than PTJ & I've said many times that lower rates will be part of the driving force.

@DaveHcontrarian hello sir Despite a sharp pullback in metals & lengthy consolidation in equities - do you still believe its highly likely the mentioned sectors top in the 1st half? Truly would be a historic run if achieved

@DaveHcontrarian True that What do you think about his view that all if not most of the cuts this yr will be bullish? Ofc your call of a global busts suggests cutting will eventually be amidst a big downturn - but that’s far away - logical that cuts serve as a tailwind for 6-12M in the interim?

@BillyBobInvests He finally caught up to my view. He was wrongly skeptical of this market for a couple of years.

@DaveHcontrarian TY for your perspective Paul Tudor Jones recently spoke of a blow off top similar to 1999 - but even more explosive 1 of his major reasons is the projections of the FED cutting into EOY By his view sounds like he’s looking at the totality/bulk of cuts not just next few in 1H

@BillyBobInvests It will top out when it does but yes that's quite possible. I've never said highly likely to any timing of the top. Quite possible is very different from highly likely. Just let it play out.