Peter Gianulis
361 posts
@bosterogriego
CEO of @A2GoldCorp. Founder and Director of Organto Foods. Love People. Love Freedom. Free Speech Advocate. Former hedge fund manager. $AUAU.V
Yesterday, I discussed NSE.V as a way to speculate on the Venezuelan oil market. It appears that HFI Research came to the same conclusion. See below👇 Venezuela Regime Change And The Impact On The Oil Market, by @HFI_Research open.substack.com/pub/hfir/p/pub…
🚨Peter Schiff: China🇨🇳 is silently dumping the dollar, a US🇺🇸 dollar crisis is coming soon! ‘China is gradually weaning themselves off of the dollar. That’s why, if you look at their holdings of US Treasuries, they’ve actually gone down a bit over the years. If you look at all the new Treasuries we’ve issued over the years, the fact that the Chinese haven’t bought any of them is a big deal because they used to be a main buyer of these assets. Instead of buying more Treasuries, they’ve bought more gold. So if you look at US dollar debt as a percentage of all the reserves the Chinese own, Treasuries are a much smaller percentage of their total reserves than they once were, especially if you consider the appreciation of gold. I would guess the reason they’re not moving more dramatically is because they probably don’t want to cause a crash, the dollar to implode, the Treasury market to implode, because they are trying to sell and want to get a decent price. So I think they’re happy to slowly bleed it off to try to get that good price. They just have to worry about the impact on the dollar, because if they try to dump too many dollars at once, the dollar could go down, and especially if a lot of other countries see that and want to get out. There could be a run on the dollar. If all the holders decide they want to get out, they don’t want to be the last one holding the dollar, and so it becomes a rush, and we could be in a US dollar crisis relatively soon anyway… I think we’re heading for a real crisis in the US, and I think countries that are smart would be trying to get ahead of that by selling whatever they can, as quietly as they can, out of US dollars and any US dollar-denominated debt.’ -@PeterSchiff on @GUnderground_TV
UPDATE - M. OLIVER: WHY GOLD & SILVER MINERS ARE “FREE” RIGHT NOW One of the sharpest voices in precious metals just explained why he's quietly reducing leveraged positions and piling into gold and silver mining stocks. His reason? They are absurdly cheap compared to the metals they produce—and the charts are screaming breakout. THE HISTORIC VALUATION GAP ✅ Gold & silver miners (XAU index) are trading at only 4–8% of the price of an ounce of gold. ➡️ Compare that to historical averages: 25% of gold price during the 1980s, 1990s, and 2000–2008 bull runs. 🔥 Right now, miners are “dirt cheap” relative to the metal in the ground. THE TECHNICAL SETUP IS PRIMED ✅ The XAU/gold ratio has been trapped in an 11-year ultra-low base. 📈 We're now challenging and rallying above that long-term resistance near 8%. 🚀 A decisive breakout from this level has historically triggered massive investor flows into miners. SILVER MINERS LOOK EVEN MORE EXPLOSIVE ✅ When you zoom in on silver miners versus gold miners, the relative strength setup is even more compelling. ➡️ The leverage to silver prices is massive—if silver keeps running, silver-focused producers stand to outperform dramatically. THE PORTFOLIO SHIFT UNDERWAY ✅ “I've already been lightening my position and moving more into junior miners.” ➡️ Preference is shifting toward unleveraged miners for the rest of this year and likely into next. 💥 “That's where the real bang for the buck comes.” THE BOTTOM LINE Gold and silver miners aren't just undervalued—they're at some of the cheapest levels in decades versus the metals they mine, with technicals flashing a potential explosive breakout that could attract a flood of capital. Time to stop calling them “cheap” and start calling them opportunity. HT: YouTube Jimmy Connor @Oliver_MSA Current portfolio (DYODD)👇 x.com/Mark4XX/status… #Gold #Silver #MiningStocks #PreciousMetals #XAU #JuniorMiners #BullMarket
Trump has it backwards. The U.S. doesn’t subsidize the world; the world subsidizes the U.S. The dollar’s reserve-currency status allows us to live beyond our means. Soaring debt, tariffs, and military threats jeopardize that status. When it’s lost, economic collapse will follow.
Silver was up 6.5% today, closing at a new record high above $92. Yet most silver mining stocks were down today. Gold also closed at a new record high, yet many gold mining stocks were down too. This is a gift. Buying precious metals miners now is like taking candy from a baby.
With silver above $80 and gold about to rise above $4,500, it’s really amazing how cheap precious metals mining stocks still are. In the very near future, investors will likely look back on today’s low prices and wonder why they didn’t take advantage of the obvious opportunity.
US OIL STOCKS REACT TO VENEZUELA: 1. Chevron, $CVX: +11% 2. Valero, $VLO: +11% 3. ConocoPhillips, $COP: +10% 4. Marathon, $MPC: +10% 5. Exxon Mobil, $XOM: +7% 6. Phillips 66, $PSX: +6% 7. Occidental Petroleum, $OXY: +4% 8. EOG Resources, $EOG: +4% 9. Devon Energy, $DVN: +4% 10. Kinder Morgan, $KMI: +3% These stocks have now added +$100 BILLION in market cap on the news President Maduro being captured by the US. US big oil has won again.
🚨 Doug Casey says the real upside is in mining stocks, not just gold itself. He points out that miners currently have massive margins with gold around $4,000 and production costs near $1,500. Even after recent moves, miners are still historically undervalued and there is zero public participation, meaning the trade is still early. He reminds us of past cycles: "We've had about five major bull markets... when the crappy little stocks all go 10-to-1 as a group and some stocks go 100-to-1." "I've actually had a thousand-to-one shot which has actually happened to me."
Wild day.....my expectations are for a nice bounce in equity markets upcoming later today or early next week (VIX currently at 42, QQQ down to $427....21% down from highs in a very short period.
VIX just hit 40! QQQ now down 10% in 36 hours. 20%+ correction has been reached. Sophisticated and experienced investors/traders should think about writing puts against any short position to slowly cover (or a cheap way to go long). Not investment advice. Do your own DD.
Gold mining margin expansion since January 2023 is impressive. The big three costs: Labor, Energy and Cost of Capital are essentially flat since that period with gold prices up an impressive 50%. Huge cash being generated.
