JK
5.4K posts

JK
@commodity47_79
Project Manager | Engineer | Manage $100M+ Capital | Watching Stocks, Commodities and Real Estate | #Silver, #Gold, #Copper, #Uranium, #Bitcoin, #Energy
Not Investment Advice Katılım Haziran 2020
192 Takip Edilen555 Takipçiler

@Nebraskangooner It is escalating and changing every day, so I don’t think that narrative justifies that
It is more of a liquidity event
English

@crescatkevin @Crescat_Capital This is what people have been waiting for to get into #gold but since they don’t know what is taking down the gold price they will be too scared to buy the dip
English

Sell the S&P 500 and Buy Gold Mining Stocks
I think the recent correction in gold mining stocks presents a timely buying opportunity. For the reasons outlined in this research thread, I believe now is a great time for investors to consider selling their S&P 500 Index funds and buying gold mining stocks.
Since February 28, when Israel and the United States began a series of missile strikes against Iran, front-month West Texas Intermediate crude oil futures have risen 46.7%. On Thursday, CNBC ran the headline: "Gold and silver sell-off accelerates as inflation fears grip global markets." It reads like an oxymoron.
Normally, one would expect new inflation fears, even from an oil shock, to be a bullish catalyst for gold and mining equities. Such fears can also be a trigger for a selloff in an overvalued large cap US equity market. That was the case on both counts from the start of the 1973 Yom Kippur War and ensuing Arab Oil Embargo, as I show in the chart below.

English

@JavierBlas Isn’t this expected, reacting to the situation at hand? Coal is more readily available right now
English

More evidence of Asian counties performing a LNG-to-coal fuel switch: Thailand has reactivated two coal-fired units that had been mothballed.
The switch is important to put a lid on global LNG (and European gas) prices.
bangkokpost.com/business/gener…
English

@BenGrahamUK When life has been too easy for too long, you lose sight of what made it easy in the first place
English

Britain produces <1% of global CO₂.
China: 30%.
US: 14%.
India: rising fast.
We’ve already cut emissions 50%+ since 1990.
Now we’re paying more for energy, shutting our own gas, and relying on wind/solar which are unreliable.
Even if Britain hit net zero tomorrow, global emissions barely move.
Build nuclear.
Use our oil & gas.
Lower costs.

English

@JinglaiHe It’s not about liberal or conservatives, it’s about getting votes
English

@asxpeasant I needa to happen during North America trading hours to have a better effect
English

#gold is about 5% away from the bottom. In fact this could even be it.
US $4,300
A short term and sharp correction was eventually coming. It ran way too far from a steady trend.
But if you’re bearish gold and selling all your gold stocks you’re going to miss out on a historic run to $10-$12k gold soon enough.
Given how poor the small spec gold stocks reaction to the upside has been, I’m surprised their reaction to the downside is so severe given were STILL over $6000 AU gold.
Nobody believes this is the new price
English

@Silver__Santa Didn't we get this poll 2 days ago?
English

@ravi_chander To be fair though, it’s not more expensive than any other developed country
English

@Milinkoeterno @AndUranium If the question is #gold going to go up this week, well the market is telling you no
English

Will $GOLD begin to act as a safe-haven asset this week?
Public debt in the US and Europe was already unsustainable before the war, so imagine what it will be like after the war with high inflation, low economic growth, and a debt level that grows uncontrollably.
In a context like the one described, gold should begin a slow journey towards $6,000 per ounce
English

@Herminator96691 @TheApeOfGoldST Unless you live in US and don’t need to buy plane tickets otherwise it’s the most expensive country to visit - big city vs big city
You need to rent a car, you have to pay the most tips, strong US dollar
English

@TheApeOfGoldST 3 week Europe trip booked and paid for 3 months ago. Will be a very long time, if ever again, we vacay to the US. Vacay’ing in the US was always less expensive…affording us an annual trip however we’ve decided on bi-annual trips to anywhere other than USA.
English

@TheApeOfGoldST Book your airline tickets, but probably can wait on hotel bookings if less people travelling due to higher costs
English

@calvinfroedge Texas should be the cheapest if not one of the cheapest states for gas
English

@Irenezhao_ Only housing and if you wanted to own a vehicle are expensive
English

Singapore is the best country in the world
I like it all:
🇸🇬 Culture: Joining a 45-minute queue because "if there is a line, it must be good."
🇸🇬 People: Professional complainers who will still defend the country to the death if a tourist joins in.
🇸🇬 Hawker food: Sweating under a plastic fan to eat a $5 Michelin-starred chicken rice
🇸🇬 Safety: Using a $2,000 iPhone to reserve seat at a food court.
🇸🇬 Efficiency: Touching down at Changi and being home before the flight crew has even left the plane.
Name a better country, I’ll wait
English

American UREA producers is probably going higher. $CF
Waha hub natgas trading negatively, urea rising, CF margins grow.
European LNG is probably going higher. $ANNA $ANNAW.
Bidding for LNG cargoes between Asia/Europe, TTF spot is rising.
Indian urea plants curtailing production 50% BUT energy consumption up 40%, urea plants risk at failure, not designed to curtail production.
They probably need to shut down completely or ramp up LNG imports to keep the urea production running at 100%.
No matter what, looks like urea is going higher.
Natural gas everywhere but in the US looks like it's going higher as well.




English



















