Magonista

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Magonista

@MagonPeter

"I'm a goddamn marvel of modern science." Z28.2 Hombre Libre

Katılım Aralık 2021
601 Takip Edilen251 Takipçiler
G-PA
G-PA@IndianaGPA·
“Did Fred Flintstone order this? Because my cardiologist just fainted… then gave it two thumbs up. Said if you’re going out, might as well go out smiling!” 🥩👍
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Justin Millette
Justin Millette@jmillette77·
I haven’t seen West Red Lake Gold’s ad on Peter Schiff’s podcast in over a month. The last one was April 7th. Just two podcast ad spots and one X post. It seems like there would be more exposure. The chart? It looks like it’s bottoming. $WRLG.v $WRLGF
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Money supply is skyrocketing: Global money supply is now up to a record $121.9 trillion. Over the last 2 years, money supply has soared +$17.1 trillion, or +16%. This also marks a +$27 trillion increase, or +28%, since the 2022 low. This means that global money supply is surging +7% to +8% a year. Meanwhile, US M2 money supply jumped +$1 trillion YoY, or +4.6%, to a record $22.7 trillion. Money supply growth is accelerating.
The Kobeissi Letter tweet media
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JH
JH@CRUDEOIL231·
Just a reminder in case you forgot: despite all the bullshit on Axios and Truth Social, massive production losses are piling up in the Persian Gulf. Considering the logistical delays to restart production, I have no idea how huge the final loss will actually be. It’s absolutely insane. Meaningless time passing and things becoming deadlocked is the best gift of all. Let's just let time do the work :) #oott #iran
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Music Live
Music Live@MusicLive__·
🎶🎶La Villa Strangiato🎶🎶
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Peter Spina ⚒ GoldSeek | SilverSeek
🔥 AbraSilver updates Diablillos to 454 Moz Silver Equiv. (1/4B Silver + 2.5M Gold ounces) +19% Growth Update using drilling results up to year end 2025. MRE using conservative prices: $34.50/oz Ag & $3,200/oz Au. $abra.to
Peter Spina ⚒ GoldSeek | SilverSeek tweet media
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Magonista@MagonPeter·
@FoamOnTheRunway Gonna say $ABRA.V - I know it's unlikely - but it is a very sweet asset.
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GT
GT@FoamOnTheRunway·
Is Lundin Gold $LUG.to going to make a bid within 12-18 months?
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AbraSilver
AbraSilver@AbraSilver·
🎥 NEW INTERVIEW: Catch our latest interview as we advance the world-class Diablillos Project. Key takeaways: ✅ Upcoming Definitive Feasibility Study (DFS) ✅ Permitting milestones & 2027 construction start ✅ One of the world's largest undeveloped silver projects Watch full interview here: youtu.be/gIUlqsg94Hg $abra $ABRA.TO #silver #preciousmetals #commodities #argentina
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AbraSilver
AbraSilver@AbraSilver·
📣 PRESS RELEASE! AbraSilver Intersects 68.5 Metres of 343 g/t Silver, including 17 Metres of 917 g/t Silver Demonstrates continuity of high-grade silver mineralization between Oculto & JAC zones at Diablillos “Our ongoing drill program continues to reinforce the scale and growth potential of Diablillos at a key stage in the Company’s development. The latest broad, high-grade silver intercept between Oculto and JAC further validates the continuity and quality of the existing Mineral Resource, while ongoing drilling at Oculto East continues to successfully target growth and extensions beyond the current conceptual open pit boundaries.” Read more: abrasilver.com/news-releases/… $abra $ABRA.TO #silver #preciousmetals #commodities #argentina
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Patrick De Haan
Patrick De Haan@GasBuddyGuy·
Friends, if you care about gas prices and want to know what’s actually going on and what’s coming, you’ve come to the right place. Please feel free to share my account with other folks that want the most accurate information on gasoline and fuel prices. Appreciate you 🙏🙏
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AbraSilver
AbraSilver@AbraSilver·
📣 Major Milestone for AbraSilver! AbraSilver has officially received key environmental approval (DIA) from the Salta authorities for the Diablillos Project. This represents a significant milestone in the advancement of Diablillos and confirms that the Project has met the rigorous environmental, social and technical standards established by provincial authorities. "This milestone significantly de-risks the Project and further reinforces our confidence in Diablillos as a premier undeveloped silver-gold asset globally.” — John Miniotis, President & CEO Read the full release here: abrasilver.com/news-releases/… $abra $ABRA.TO #silver #preciousmetals #commodities #argentina
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Peter Spina ⚒ GoldSeek | SilverSeek
Abracadabra Permit! AbraSilver hits another major milestone, record price highs incoming! $abra.to John Miniotis, President and CEO, commented, "Receiving the DIA approval is a major achievement for AbraSilver and a key step toward advancing Diablillos to a construction decision. We greatly appreciate the strong collaboration and support from the authorities and local communities throughout the permitting process. This milestone significantly de-risks the Project and further reinforces our confidence in Diablillos as a premier undeveloped silver-gold asset globally."
Peter Spina ⚒ GoldSeek | SilverSeek tweet media
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Shanaka Anslem Perera ⚡
Shanaka Anslem Perera ⚡@shanaka86·
On Tuesday, April 14, at the HSBC Global Investment Summit in Hong Kong, CEO Georges Elhedery said something on live Bloomberg television that should have detonated every energy desk on earth. It did not. Because nobody is reading what it actually means. “The highest I’ve seen, and I’m hoping we don’t see more of that, but the highest I’ve seen is $286 for a barrel of oil that reached Sri Lanka.” Two hundred and eighty-six dollars. For a single barrel. Delivered. While Brent futures closed at $95.61 on April 16 and CNBC’s chyron still shows “oil near $100.” Read the transcript carefully. Elhedery laid out the arithmetic: Middle East crude is now $140 to $150 at origin. Red Sea rerouting adds $30 to $40 per barrel in shipping. Insurance has gone from 25 basis points to 5 percent, a twentyfold increase. War insurance has been scrapped entirely, meaning the 5 percent buys you no war coverage at all. Stack those numbers on top of Dated Brent physical at $131.97 on April 9, Oman crude at a record $152.58 in March, and Dubai crude at $157.66 in early April, and you arrive at a poor importing nation paying $286 to keep the lights on. This is not an oil price spike. This is the death of benchmark pricing as the world has known it since 1988. For 38 years, Brent and WTI futures have functioned as the nervous system of global oil. Every central bank inflation model, every airline fuel hedge, every sovereign budget in every importing nation, every Fed rate decision, anchors itself to these two numbers flickering on a Bloomberg terminal. The entire post-1973 architecture assumed that paper price and physical price converge within a narrow band, that arbitrage closes the gap, that the benchmark tells the truth. On April 14, HSBC’s CEO told the world, in public, that the paper price is now off by nearly 200 percent from the physical price for the countries that can least afford the difference. A $95 Brent headline and a $286 delivered barrel are not the same commodity anymore. They are two different markets, and the poor are trading in the real one. This is why Sri Lanka, which has no domestic production and imports 100 percent of its fuel, turned simultaneously to Russia, India, and China in the first weeks of April. President Dissanayake publicly thanked all three on April 8. India delivered 38,000 metric tonnes on March 28. Sinopec is running sustained shipments. Russia has formalized supply arrangements despite US sanctions. Colombo, a capital of 1.7 million people in a country still recovering from the 2022 sovereign default, has accidentally become the first live demonstration of what post-dollar, post-Brent, multipolar energy sourcing looks like in practice. Not in a think tank paper. In actual cargoes arriving at actual ports. Every central bank pricing inflation off Brent is flying blind. Every airline hedged on WTI is mispriced. Every AI data center operator who modeled a 2030 power buildout on pre-war energy assumptions just watched the assumption disintegrate. Goldman’s 1,350 TWh data-center forecast assumed a world where a $95 Brent headline means $95 oil arriving at the meter. That world ended on February 28. The $286 barrel did not reach Sri Lanka. Sri Lanka reached the future first. Everyone else is still reading yesterday’s screen. Full Analysis - open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡ tweet media
Shanaka Anslem Perera ⚡@shanaka86

Two oil markets now exist. The physical one and the financial one. They are pricing two different wars. Oman crude just crossed $154 per barrel. Dubai sits at $130. Brent at $102. WTI at $93. The gap between the Gulf benchmark that reflects physical delivery through the war zone and the American benchmark that reflects paper contracts in Cushing, Oklahoma is $61 per barrel. Sixty-five percent. The widest divergence in the history of crude oil pricing. That gap is the war expressed as a number. Oman and Dubai price crude that loads in the Gulf, transits the strait, and delivers to Asian refineries. Those barrels are scarce, dangerous, uninsured, and physically gated by provincial commanders with radios. WTI prices crude that sits in American storage tanks connected by pipeline to refineries that have never heard a VHF radio hail from Bandar Abbas. The physical barrel is in a war zone. The paper barrel is in Oklahoma. The market is telling you these are no longer the same commodity. While the benchmarks diverge, Israel struck northern Iran for the first time. The war is expanding geographically while Trump tells Israel to stop hitting energy infrastructure. Saudi Arabia reserved the right to military action against Iran. The United States is considering deploying thousands of additional troops. The escalation ladder has no ceiling and the de-escalation rhetoric has no floor. The market’s response is schizophrenic and revealing. Oil ETF shorts are surging. IEO short interest hit 2.8 percent, nearly a four-year high, tripled since the start of 2026. USO shorts increased by 3 million shares, up 50 percent in the last month. The financial market is betting that oil prices have peaked. Meanwhile the physical market just printed $154 for Oman crude. The shorts are betting against the paper price while the physical price screams. US stocks dropped more than one percent across major indices with PPI hitting a 13-month high. The producer price index is the inflation measure that arrives at the factory gate before it reaches the consumer. PPI at 13-month highs tells you the Fed’s PCE revision to 2.7 percent is not the ceiling. It is the floor. Retail investors are buying gold at a pace not seen in decades. Over $70 billion has flowed into gold ETFs since Q2 2025, tripling in the last six months. Silver ETFs absorbed $10 billion last year. Institutions are doing the opposite: selling $1 billion in gold and $200 million in silver. The retail investor who cannot access commodity futures or war-risk swaps is buying the oldest store of value on Earth. The institution that can hedge is rotating out. The divergence between retail conviction and institutional positioning is as wide as the Oman-WTI gap. Crypto funds took in $1.06 billion last week. Bitcoin ETFs alone received $793 million. The digital asset class that was bleeding ahead of the Fed hold is now absorbing inflows from investors who see the same thing the gold buyers see: the financial system is being repriced by a physical chokepoint that monetary policy cannot reach. Oman at $154. WTI at $93. Gold at $5,000. Bitcoin absorbing billions. Retail buying what institutions are selling. The physical market and the financial market are diverging at the fastest rate in history. And the farmer in Iowa, who lives in the WTI world but depends on molecules from the Oman world, is planting soybeans because the $61 gap just reached his seed catalogue. open.substack.com/pub/shanakaans…

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Eric Nuttall
Eric Nuttall@ericnuttall·
CRITICAL UPDATE - Ninepoint Energy Strategies: the worst energy crisis of our lifetimes...where do we go from here?
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