big perm

@htsfhickey Any thoughts on Alamos?

Apple misses iPhone revenue estimates (iPhone revenue: $56.99 billion vs $57.21 billion expected) - not good in a quarter where there was lots of channel filling ahead of likely price hikes. Research house Omdia (today) noted: "Vendor-led front-loading - as Samsung, Apple, and others accelerated sell-in ahead of expected inflation in memory and component costs" "Vendors accelerated sell-in ahead of further anticipated cost increases, supporting headline shipment growth but creating an inventory overhang. Channel partners also built excess stock to hedge against rising end-prices, amplifying the pull-forward effect." "Front-loading activity across both vendors and the channel lifted shipments in the near term, but this has created an inventory overhang that will weigh on subsequent quarters as demand normalizes,” said Omdia Research Manager Le Xuan Chiew.

@DaveHcontrarian @TimMHField @JrMiningGuy Same with bonds it seems

@TimMHField @JrMiningGuy Yup.

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…

@HD_HellGamer @DVSignals @DaveHcontrarian @Goldfishaccount Another bad move

@HD_HellGamer @DVSignals @DaveHcontrarian @Goldfishaccount Should’ve sold January 1980 in that case

$SILVER For those who missed it, you may want to read this (again). I pointed this out before it happened.. the bear pennant broke a while back, and we are now sitting at the bottom of a bear flag. If this breaks too - which looks increasingly likely at this point - look out below...

@HD_HellGamer @DVSignals @DaveHcontrarian @Goldfishaccount Sorry you missed the PM rally last year

@DVSignals @DaveHcontrarian @Goldfishaccount Everybody knows that David is an idiot. He is the most vague possible and ultra wrong in timing but always says "i told you so". Typical troll that has 0 clue whats going on.

@DaveHcontrarian @ntaval @sameer_only @TheTriggerTrade Sure seems like the bond rally is close as you’ve been saying

@ntaval @sameer_only @TheTriggerTrade Just watch & learn.

New Tom Lee just dropped. 🙌

@pidatow In Muslim countries

You won't find a more accurate visual representation

@FirstSquawk Old news

US MILITARY DESTROYED TWO DISABLED MC-130 PLANES & FOUR HELICOPTERS INSIDE IRAN TO AVOID LEAVING SENSITIVE EQUIPMENT BEHIND; RESCUE MISSION NEARLY WENT OFF COURSE

@EconguyRosie Bad take

I find it hard to believe that the regime will accept Trump’s 15-point plan under any conditions. In fact, the Iranians are openly mocking this proposal. The only question is whether Trump is buying time or is feeling pressured by the public, the markets, and the price of gasoline to find a diplomatic off-ramp.

@DaveHcontrarian @DayPriest @thaxcapital Sure seems like your bottom call is correct

@DayPriest @thaxcapital I'll go will this one, thanks. It's proven itself over many years.

This aged well

@DaveHcontrarian @Leo62937802 @PalisadesRadio And the market will get a sense it’s ending and make a move earlier?

@Leo62937802 @PalisadesRadio It won't end tomorrow but it could end in the next month.

Here's my latest interview recorded 3/11/26 with Stijn Schmitz @PalisadesRadio. Talked about my current market outlook,Iran,my metals outlook,rates,the coming global bust & what lies beyond. youtube.com/watch?v=JYAZq4…

@davesearidge @DaveHcontrarian @Gumshoe991 @DouglasCam10123 @ezchill70 @jevy_jefferson @GlennQ51832 @stevesezz @JaredOneeil @pinnacledigest Lolol

@DaveHcontrarian @Gumshoe991 @DouglasCam10123 @ezchill70 @jevy_jefferson @GlennQ51832 @stevesezz @JaredOneeil @pinnacledigest Would be the first time Blue states were worse off economically than Red ones. Blue states have always been economic power houses compared to the Red states

@DaveHcontrarian returns to lay out his updated thesis for the S&P 500, broader markets, and commodities. Hunter believes a final melt-up in the S&P 500 and precious metals is near, to be followed by a deflationary bust bigger than 2008, and then a policy response so significant it could push the Fed’s balance sheet toward $30 trillion… 📢 This video is sponsored by iTrustCapital. Pinnacle Digest is compensated by iTrustCapital for this sponsorship and may also receive a commission if viewers sign up and fund a new account using our link below. 👉 Learn more about opening an IRA account with iTrustCapital here: itrustcapital.com/go/pinnacle-di… In our latest podcast, David Hunter explains why he believes we are near the start of the final parabolic phase of the 43-year secular bull market, why sentiment is the real tell at major turning points, and why the next decade could feature both a deflationary shock and an inflationary aftermath. Hunter believes the post bust cycle could be led by real assets, industrials, and commodities, driven by reshoring, infrastructure expansion, data center power demand, and long supply lead times. 🎙️ In this episode • Why David Hunter moved his S&P target to ~9,500 • Gold and silver targets • How sentiment signals major inflection points • Kevin Warsh and why the Fed could be slower to react next time • The coming bust: why it may be deeper than a recession • Why the Fed may be forced into massive QE again • Dollar and treasuries as the flight to safety trade during the bust • Why commodities and industrials may lead the next cycle • Nasdaq, semis, and the rotation into small caps 📌 This video is for informational and educational purposes only and does not constitute investment advice. 🖥️ Visit Pinnacle Digest online: pinnacledigest.com ⚠️ Disclaimer and Forward Looking Statements Maximus Strategic Consulting Inc. is the owner and operator of Pinnacle Digest. References in this content to “Maximus Strategic Consulting Inc.,” “Pinnacle Digest,” “we,” “us,” or “our” refer collectively to Maximus Strategic Consulting Inc. and its Pinnacle Digest brand, platforms, and distribution channels. Maximus Strategic Consulting Inc. and Alexander Smith have financial interests in precious metals and precious-metal equities (including gold and silver), base-metal equities (including copper), and in broad equity markets, including S&P 500-linked investments. These positions may be bought or sold at any time without notice and may influence opinions expressed. This video is for informational purposes only and does not constitute investment, financial, tax, or legal advice. Nothing herein is a recommendation, endorsement, or solicitation to buy or sell any security or commodity. Investing involves risk, including loss of capital. Alexander Smith is not a licensed financial advisor. David Hunter is appearing as a guest and is not providing personalized investment advice. Past performance is not indicative of future results. Conduct independent due diligence and consult a licensed financial advisor before investing. Forward-Looking Statements: This podcast contains forward-looking statements about gold, silver, mining equities, the S&P 500, inflation, and broader macro and market trends. These statements include forecasts, targets, and scenario projections, are speculative, based on assumptions, and subject to risks and uncertainties that could cause actual outcomes to differ materially from those expressed or implied. To the maximum extent permitted by law, Maximus Strategic Consulting Inc., the host, and the guest disclaim liability for any loss arising from use of this video. Opinions expressed are subject to change without notice. CHAPTERS 00:00 - Intro 1:27 - Disclaimer and Forward-Looking Statements - PLEASE READ 1:39 - David Hunter's Melt-Up Update and S&P Target 4:54 - Gold and Silver Targets Updated 7:49 - David's Sentiment and Contrarian Framework 10:22 - Concern About Gold Being a Crowded Trade? 12:22 - Global Bust TIMELINE 19:03 - US Bonds, 10-Year Yield and Interest Rates 21:03 - Our Sponsor, iTrustCapital 22:20 - QE and the Fed's $30T Balance Sheet Scenario 24:43 - US Dollar Targets and Treasuries to Hold Up During Bust 30:39 - Deflation First, Then Inflation to Hit 20-25% as Ponzi Scheme Ends 39:34 - Interest Rates Heading Back to Zero and Negative During Bust 41:00 - Gold and Silver to Fall During Bust 42:50 - Commodity Super Cycle Leadership 49:05 - A Greater Depression and the Coming Sovereign Debt Crisis 58:03 - Final Indicator to Watch #davidhunter #stockmarkets #SP500 #NASDAQ #goldprice #silversqueeze #Commodities #federalreserve #macroinvesting #investing #MarketStructure

@DaveHcontrarian @johnnysack95 @BullIzist @MarkCorlet6309 You think this bond rally is the real thing?

@johnnysack95 @BullIzist @MarkCorlet6309 I said it might go to 55,000 before it reverses. So more weakness was expected.

@DaveHcontrarian You mention in your interview about the DXY moving to 120 from here. Is this not at odds given precious metal prices are normally supported with a weaker USD not one that strengthens? Thank you for all your work, all the best from New Zealand

@DaveHcontrarian @alan68284891 Do you think it’s fair that your Patriots are already back in the Super Bowl? As a Vikings fan I don’t 😂

@alan68284891 You guys can worry about that. I'm not.

@DaveHcontrarian hi David, what happens in your opinion with the price of silver if the comex can’t deliver the physical silver that is ordered?

@DaveHcontrarian @Zoey112228 @NatBornVitality Seems to be in free fall

@Zoey112228 @NatBornVitality No I didn't. Successful tests often happen with lower lows. All I said was that a retest could happen from a higher level, not that it would. Please be careful not to misquote me.

@DaveHcontrarian Hi David. Thanks for supporting us during the uncertain times. You called 30 decline on silver, now is is 40% down. Is there a support break where 180 silver is no longer valid? Thanks.

@DaveHcontrarian @coding_thoughts Peter Brandt says it was a bubble.

@coding_thoughts It's now down to the mid 80's. I had targeted low to mid 80's. We're just about there. Somewhere between here and the low 80's is what I would expect. Obviously, it is impossible to know the exact bottom so probably makes sense to be a buyer here.

@WoodTwcapital01 @PeterLBrandt Upset about bitcoin

@PeterLBrandt Peter love you and have been a sub since your inception. But what is with the obsession with silver and its participants? Haven’t seen you like this before.

The saddest tale of the Silver market is yet to come There are those reading this that postponed buying Silver until this week, when you just could not stand watching the market go up everyday So you caved in and went long -- probably above $105k Now that the market has broken down you refuse to sell at a loss. You are determined to regain your losses. In fact you are telling yourself you will buy more at lower levels But the reality is that you put in the top, and now you will put in the bottom The market will not recover, but have false hope rallies You will finally puke out your longs near the bottom in the next few months, promising yourself to never trade Silver again It happens in every huge bull market in commodities. Always has, always will

@PeterLBrandt How’s your bitcoin doing?

@EmmettBrownMD @boomer_rube @davidbateman @DaveHcontrarian Me too!

@boomer_rube @davidbateman @DaveHcontrarian Sounds like you tried to buy some puts and got stomped out. I’m up half a milli this year following him so I’m gunna keep doing that 🤷‍♂️

Interesting that @DaveHcontrarian always underestimates his precious metals forecasts and overestimates his general market forecasts. Probably just a coincidence, but keeping a close eye on him just for fun

@DaveHcontrarian @GordonBaisley @M_Dot_Acro @lovemesexy8 @NirenMichael Yes. I almost feel bad for him. Almost

@Frogman323 @GordonBaisley @M_Dot_Acro @lovemesexy8 @NirenMichael What you really mean is that the one thing he forecast himself without copying he got totally wrong. He called for gold to fall to $1000.

@DaveHcontrarian silver is rising so fast it may just blow past your forecast and soon!