Tom Bodrovics

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Tom Bodrovics

Tom Bodrovics

@competentinv

Markets, macro, and the minds that move money. We bring you deep conversations with the world's top investors. Suggestions: [email protected]

Katılım Şubat 2025
400 Takip Edilen4.7K Takipçiler
Eric Stearns
Eric Stearns@RedPelican22·
@competentinv @mikemcglone11 @Sorenthek I told a 19 year old today three things. 1. I wish I had begun buying some when I was 19. 2. Don’t obsess over the price, even if it drops 50%. 3. Eventually you will stop doing the oz to fiat calculation in your head to calculate worth and you’ll just know your ounces.
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Eric Stearns
Eric Stearns@RedPelican22·
@competentinv @mikemcglone11 @Sorenthek Bullish. When you’re a multi decade forever holder with your metal destined for the kids or grandkids, this is all just noise. Not that I don’t respect the effort or the position. But it has absolutely zero effect on my strategy. (Maybe for miners but probably not).
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TF Metals Report
TF Metals Report@TFMetals·
Posted again as a public service. Seasonality of gold and silver, 2006-2025.
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Mario Nawfal
Mario Nawfal@MarioNawfal·
Central banks secretly bought 15x more gold than they admitted in Q1. World Gold Council says 244 tonnes were added, but official reports only show 16. The rest? Hidden in trade data and vault flows. The great gold accumulation continues. Source: World Gold Council, The Merchant News / Writer: Lucas
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Mario Nawfal@MarioNawfal

🇺🇸 NASA is heading toward Psyche-16, a metal-rich asteroid believed to hold gold and rare metals worth an estimated $700 quintillion. Mathematically, that’s enough to make everyone on Earth a billionaire. Wall Street nightmare.

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CEO Technician
CEO Technician@CEOTechnician·
I enjoyed this conversation with @competentinv--we discussed the Fourth Turning, the current gold market sentiment, and investing in miners at various stages of the mining life cycle. $GDX $GDXJ $GLD
Tom Bodrovics@competentinv

With sentiment hitting extreme lows, Robert Sinn suggests that ‘we're getting very oversold’ in the gold market. This could be setting the stage for a tradable low. #PreciousMetals #Gold Full Video: competentinvestor.com/fed-gold-rate-…

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Tom Bodrovics
Tom Bodrovics@competentinv·
Are you protecting your portfolio the right way? Join @DonDurrett and I if you’re ready to buy the dip and maximize your gains.Most people wait for a crash to panic sell — but smart investors see dips as opportunities. When a stock drops below your set threshold, it's the perfect time to buy more or add to positions you believe in. I keep a personal minimum value for each stock — when it hits that, I step in.Knowing your thresholds can turn losing moments into wins. So, what’s your buy-the-dip strategy? Are you ready to become more proactive?Worth thinking about.Full interview link below👇👇👇 #InvestSmart #StockTips #FinancialFreedom #PortfolioProtection
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Eric Nuttall
Eric Nuttall@ericnuttall·
Global oil inventories are at their lowest seasonal point in recorded history, the US SPR is at its lowest level since the early 80's, the 2027 WTI strip is back in the "red zone" for US shale, restocking demand = +0.4MM Bbl/d for the next 3 years, oil price induced recessionary fears are no more, Chinese SPR buying should be resuming, Iran is fully in control of the Strait and likely to restrict flows, ME productive capacity damage will become more visible over the next few months, Cushing is basically at tank bottoms, Strait of Hormuz export volumes likely impaired forever, energy stocks are discounting ~$60WT, Brent short interest is at its ~ highest level in history,...and you want to be bearish???
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HFI Research
HFI Research@HFI_Research·
Just so everyone knows, this has never happened in the oil market. Cracks are back to the highs, and crude timespreads are in contango. Never happened. Not in 08, not in 18, 19, 20, 22, never. Never ever happened.
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