Bruce Poole

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Bruce Poole

Bruce Poole

@TargetedWealth

Helping hundreds of investors hedge against uncertainty with strategic insights into the commodities supercycle I Capital growth I Five decades of experience 🪙

The Commodities Supercycle Katılım Mart 2026
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Bruce Poole
Bruce Poole@TargetedWealth·
To give you the edge, I’ve officially launched the TWC Briefing—a comprehensive biweekly newsletter designed to help you outpace the rotation into hard assets. What you get inside each briefing: ☑️Sector-Wide Coverage: We track hundreds of commodity-related stocks, providing the granular data that generic outlets miss. ☑️The Bias Framework: Clear, technical filtering for every asset—Bullish, Bearish, Caution, or Neutral. ☑️Proprietary Scoring: A 0-100 rating system for every stock with actionable directives. ☑️Institutional Risk Tracking: Identifying systemic vulnerabilities in private credit and fixed income before they become broad market shocks. Stop watching the headlines and start watching the flow. The era of paper-driven growth is meeting a wall of physical reality. 🏛️📉🕯️ #Macro #FinTwit The Tier System That Works: youtu.be/demTbI70eo0
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Otavio (Tavi) Costa
Otavio (Tavi) Costa@TaviCosta·
Gold miners are now doing more share buybacks than at any other point in history. We have never seen anything remotely close to the scale of what is happening today. This is a direct consequence of the extraordinary profitability the sector is generating at current metal prices. open.substack.com/pub/tavicosta/…
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Bruce Poole
Bruce Poole@TargetedWealth·
@FT Most divided Fed meeting in a generation. They want to talk hawkish to fight 3.8% CPI, but the mathematical reality of a $2T interest bill means they're playing a losing hand.
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Bruce Poole
Bruce Poole@TargetedWealth·
@ITMTrading @DanielaCambone @JohnDoodyGold History repeating. Just like the 1970s, you can’t out-print structural supply shortages and flat mine production. Mainstream models aren’t priced for a real stagflationary shock
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Bruce Poole
Bruce Poole@TargetedWealth·
@freedom_rpt Mainstream media loves jawboning, but the math is a dead end. Rate hikes into this much sovereign debt mean a $2 Trillion annual interest bill. They will choose monetization and debasement over a solvency crisis every single time.
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Rob Kientz | The Freedom Report
Rob Kientz | The Freedom Report@freedom_rpt·
In my recent poll, 49% saw a Fed rate cut in 2026 vs 19% favoring a rate hike. CNBC today: "Fed leaning toward hikes if inflation stays high. Officials see rate hike ahead if inflation elevated." Has your view changed?
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Bruce Poole
Bruce Poole@TargetedWealth·
@GoldSilver_com Exactly. It’s the ultimate vote of no confidence in the global debt experiment. They know what's coming.
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GoldSilver
GoldSilver@GoldSilver_com·
Why are central banks buying so much gold right now? It’s not just about diversification — it’s a signal. When central banks increase gold reserves, it often reflects declining confidence in fiat currencies… including their own. Gold remains the ultimate trust asset in an increasingly uncertain monetary system. Watch Now: hubs.la/Q04g-HJW0
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Bruce Poole
Bruce Poole@TargetedWealth·
@Ole_S_Hansen Higher yields will serve as the trigger rather than a headwind. Rising interest costs on a $39T debt load are exactly why the long-term structural case for gold is locked in.
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Ole S Hansen
Ole S Hansen@Ole_S_Hansen·
#Gold is currently showing very elevated inverse correlations with bond yields, the dollar and crude oil, underscoring the reaction function currently driving price action and what likely needs to change for bullion to attract a renewed bid. Rising yields increase the opportunity cost of holding non-yielding assets, a stronger dollar reduces gold’s appeal for non-US buyers, while higher crude prices are feeding inflation and rate-hike expectations rather than supporting gold through their traditional inflation-hedge channel. The recent shift highlights how markets are currently focusing less on gold’s longer-term structural drivers - fiscal debt concerns, reserve diversification, de-dollarisation and central bank demand - and more on near-term macro headwinds. For gold to regain upside momentum, the market needs to see some easing in oil-driven inflation concerns, or renewed evidence that growth risks are beginning to outweigh inflation fears. Charts from Bloomberg
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Bruce Poole
Bruce Poole@TargetedWealth·
@JoshPhilipPhair Agreed. Cut through the noise and it's pretty obvious where the capital has to flow next.
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Josh Philip Phair
Josh Philip Phair@JoshPhilipPhair·
We have been a multi-decade monetary experiment. Many factions are challenging for how this ends, resets, & controls going forward. The world remains underallocated to Gold and it's quietly the alpha move. Meanwhile the public is served non stop noise to distract.
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Bruce Poole
Bruce Poole@TargetedWealth·
To map out this divergence, I am currently expanding my research database—adding 100 high-conviction tickers across precious metals, energy, and uranium to capture the next wave before the crowd. I just logged a deep-dive operational update detailing the macro mechanics behind these moves, my strict rules against chasing vertical green candles, and where the logical pullback buy-zones sit. $Gold $Silver #FinTwit #Commodities
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Bruce Poole
Bruce Poole@TargetedWealth·
The mainstream media is hyper-focused on daily spot price chops, completely missing the massive pockets of speculative liquidity quietly moving under the surface. While large-caps rest, select micro-cap setups on my research dashboard are showing the explosive potential left in this commodity cycle: 🚀 One early-stage explorer: +131% in a single day 🔥 Multi-location explorer: +162% in one week 💎 Multi-commodity play: +650% in 6 months There is always capital rotating in hard assets if you look past the front-page headlines. 🏛️🔍
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Otavio (Tavi) Costa
Otavio (Tavi) Costa@TaviCosta·
Nothing good happens when 2-year yields move above 4% with debt levels this high. Unpopular view: The Fed is probably closer to easing than tightening with the way the Treasury market has been behaving recently. tavicosta.substack.com/p/macro-update…
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Bruce Poole
Bruce Poole@TargetedWealth·
Check out @KatusaResearch’s breakdown on the mechanics of the U.S. gold reserves here: x.com/KatusaResearch…
Katusa Research@KatusaResearch

The Congress “Gold Price” The Treasury books its 261.5 million ounces of gold at $42.22 per ounce. ▪️ That's the price Congress set in 1973. At $4,600 today, That's ~$1.2 trillion of unrecognized asset sitting in the ledger. On the All-In Podcast in March 2025, Secretary Bessent admitted he had considered cashing it in. Then walked it back in the same breath. Five months later... A Federal Reserve principal economist published a paper on the Fed’s own website Analyzing exactly how a revaluation would work. Governments don’t commission how-to papers on transactions they aren’t studying.

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Bruce Poole
Bruce Poole@TargetedWealth·
If explicit YCC is too politically toxic in the near term, look at the speculative backdoor tool the Fed is quietly mapping out: a Statutory Gold Revaluation. The Treasury books its 261.5M oz of gold at a 1973 price of $42.22/oz. Revaluing it to spot reality magically creates a ~$1.2 Trillion asset cushion on the ledger—generating debt-free liquidity without auctioning a single new bond to a saturated market. Whether it's YCC or a balance sheet reset, the end-game is currency debasement. Near-term price fluctuations are gift entry points. $GOLD $SILVER #FinTwit #Macro Outstanding post/image via @KatusaResearch highlights the stark reality of the "Trillion-Dollar Footnote."
Bruce Poole tweet media
Bruce Poole@TargetedWealth

The mainstream treats 5%+ Treasury yields as temporary headline noise. They are completely blind to a structural mathematical bottleneck. With ~$13 Trillion in U.S. debt forcing a refinance over the next 12 months, our average interest rate is violently marching toward the 5% Flashpoint. At a $40T debt load, that means $2 Trillion a year just for interest—dwarfing Social Security, Medicare, and Defense. 🏛️📉

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Bruce Poole
Bruce Poole@TargetedWealth·
Look at the revenue breakdown. A $2 Trillion interest bill means that 40% of all government revenues ($5 Trillion base) will be consumed strictly by interest payments. Ask yourself: What corporation could dedicate 40% of its total income strictly to credit card interest and avoid bankruptcy? Cutting expenses structurally hits a bureaucratic brick wall. The Central Bank faces a binary choice: allow a sovereign solvency crisis, or deploy Yield Curve Control (YCC), cap rates, and pay back savers with lower-purchasing-power dollars. Self-preservation always chooses the latter. 📊🚨
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Bruce Poole
Bruce Poole@TargetedWealth·
The mainstream treats 5%+ Treasury yields as temporary headline noise. They are completely blind to a structural mathematical bottleneck. With ~$13 Trillion in U.S. debt forcing a refinance over the next 12 months, our average interest rate is violently marching toward the 5% Flashpoint. At a $40T debt load, that means $2 Trillion a year just for interest—dwarfing Social Security, Medicare, and Defense. 🏛️📉
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Make Gold Great
Make Gold Great@MakeGoldGreat·
‼️ COST TO BORROW SILVER SURGES TO 6.8% ANNUALIZED AS INDUSTRY STRUGGLES TO FIND ENOUGH PHYSICAL. Nothing says ‘no shortage’ like paying 100’s of percent more than usual to rent it.
Mining Stocks Today@MiningStocksHQ

Silver lease rates just hit 6.8% annualized in London. Most people don't know what that means. Here is the explanation: A lease rate is what borrowers pay to access physical silver for industrial use. When rates are low — 0.5% — silver is abundant and easy to borrow. When rates hit 6.8% — borrowers are paying a massive premium because physical silver is genuinely scarce. 6.8% is a stress signal. At the end of May, June COMEX silver futures hit their first notice day. Institutional buyers can demand physical delivery instead of cash settlement. With silver in its 6th consecutive year of supply deficits and 95 million ounces having left the US in just the first 2 months of 2026 — physical delivery pressure is building. $SIL $PAAS $HL $AG $WPM

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Bruce Poole
Bruce Poole@TargetedWealth·
Imagine the implications for metals and miners if the world’s largest central bank is forced to revalue its gold reserves. While e a statutory gold revaluation remains a highly speculative, "break-glass-in-case-of-emergency" scenario, the fact that Fed economists are quietly publishing technical papers on the mechanics proves it is a real policy tool on the table. Moving the U.S. treasury's 261.5M ounces from its 1973 book price ($42.22/oz) to spot reality would instantly create $1.2+ Trillion in debt-free liquidity, establishing an absolute, sovereign floor beneath the entire gold market. If this speculative end-game plays out, the impact on our sector is clear: The Metals: It triggers a global central bank scramble to accumulate physical reserves to repair their own balance sheets, shattering algorithmic shorts and sending spot sky-high. The Producers: With operational costs remaining sticky, an exploding spot price flows entirely to the bottom line—driving record Free Cash Flow. The Juniors: As majors get flushed with cash, capital rotates down the food chain, sparking an aggressive wave of M&A and multi-bagger repricings for high-quality developers. We are tracking a thesis that takes time to play out, but the structural blueprints are already written. $GOLD $SILVER #FinTwit #Macro
Katusa Research@KatusaResearch

The Congress “Gold Price” The Treasury books its 261.5 million ounces of gold at $42.22 per ounce. ▪️ That's the price Congress set in 1973. At $4,600 today, That's ~$1.2 trillion of unrecognized asset sitting in the ledger. On the All-In Podcast in March 2025, Secretary Bessent admitted he had considered cashing it in. Then walked it back in the same breath. Five months later... A Federal Reserve principal economist published a paper on the Fed’s own website Analyzing exactly how a revaluation would work. Governments don’t commission how-to papers on transactions they aren’t studying.

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Bruce Poole
Bruce Poole@TargetedWealth·
@Barchart Forcing ~$13 Trillion in U.S. debt to refinance at these yields over the next 12 months locks in an inevitable $2 Trillion annual interest bill ...
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Barchart
Barchart@Barchart·
BREAKING 🚨: United States of America U.S. 30-Year Treasury Yield rose as high as 5.16% this morning, the highest level since the run-up to the Global Financial Crisis 📈 Dear God 🤯
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Keşfet

@FT @ITMTrading @DanielaCambone @JohnDoodyGold @freedom_rpt @GoldSilver_com @Ole_S_Hansen @JoshPhilipPhair