Finding Value Finance

The selloff in silver over the past 15 days has been one of the most extreme moves we’ve seen in history. Only two other episodes are comparable: One marked a major peak, the other a major bottom. Personally, I have never seen a true peak in precious metals under conditions like these: · Supply historically constrained · The capex cycle still near record lows · Large new discoveries virtually nonexistent · Stagnant production · No meaningful new projects coming online More importantly, the entire industry still represents only ~1% of global equity markets. Let’s dive into a few ideas: tavicosta.substack.com/p/gold-time-to…

Integrated oil & gas stocks are going vertical

The endgame of deglobalization is a commodity supercycle unlike anything we've seen. Reshoring supply chains into the US and Western allies means trillions in new infrastructure. New grids. New fabs. New defense capacity. New energy systems. Every single dollar of that spend is a dollar of demand for gold, silver, and copper. We're not at the beginning of a trade war. We're at the beginning of the greatest metals demand cycle in a generation. Position accordingly. Overweight USA, overweight jr miners. $BMM.v $AGA.v $GPG.v $INTR.v $GMV.v $IDEX.v $AZT.v

American Oil is Cheap Global oil is in the middle of its biggest supply shock in recorded history. And American crude is trading at its STEEPEST discount to Brent in 11 years.

If you think the USA will allow deflation — sell everything. Every stock, every hard asset, every miner. Get out. But if you think Kevin Warsh will monetize into fiscal dominance and expand the Fed balance sheet while inflation is still running hot? Precious metals aren't just a hedge. They're the trade.

MUST READ: Coal remains king — even in 2026. "... Across Asia, a sharp drop in liquefied natural gas supplies is pushing major importers back toward coal, undermining LNG’s long-held role as a stable energy anchor..." nytimes.com/2026/03/18/bus…

Reality: Most TSXv names are down 40-50% in the last few months. Everyone wants the 10-20x. No one wants the 50% drawdown. That’s the price of admission. Do the work. Know your thesis better than the next guy.

Gold and silver are selling off again because investors realize rising inflation takes rate cuts off the table. But they don't realize that while the Fed holds rates steady, inflation will run away. By the time it acts even a 6% fed funds rate won't be high enough to rein it in.

Stanley Druckenmiller on quickly taking losses: “If the reason I bought a stock is no longer the case, I don’t care what I paid for it and if I bought it at $60 and it’s $50 because the markets discovered the problem before me, I have no emotion whatsoever.”

Markets are reacting to a risk of a global LNG crisis, which is much worse than an oil shock. An oil shock is quickly solved by non-OPEC supply, alternatives, and flexible systems. LNG is only 15% of the total gas market but very tight in supply and much more challenging to solve, adding to the problems of regasification and storage. via Bloomberg

🚨BREAKING NEWS Qatar Gas CEO: We can declare force majeure for up to 5 years on LNG sales to Italy, Belgium, Korea, and China. We have lost 17% of our export capacity. ExxonMobil has a 34% stake in the damaged facilities. LNG exports will decrease by 24%. LPG, naphtha, sulfur, and helium exports have also been similarly affected.

🚨BREAKING: GOLD COLLAPSES AS ARAB GULF STATES SELL THEIR ASSETS TO RAISE MONEY

Anyone pricing in a 20% Volcker rate following Iran driving down metals doesn't understand that the US had a 31% debt to GDP ratio in 1979 It's more than 4x higher today 4% long term rates bankrupts America 20% does it practically overnight Don't sell your metals

🚨 BREAKING: UAE announces its gas production is now zero and operations at major natural gas facilities have been suspended.

After multiple decades of consolidation, oil prices broke out and entered a new reality of higher prices. - 1920–1972: $1-3 range - 1974–1998: $20-40 range - 2000–2026: $60-140 range After each breakout, prices moved higher on a consistent basis. There were only two occasions where the old price range was briefly tested. Will this time be different?

Dear PM investor pros. Riddle me this: Ok so we are in a downtrend, consolidation, pull back for the PM and PM stock within in a bull market that is just getting started. Fine. But since oil is ALSO included that SAME bull market, won't the rising cost of oil negatively impact the performance of these PM stocks? Won't it add to their cost base thus muting their performance?. I would think the developers would especially be impacted by this. Those same developers that some are calling for potential multi baggers. Am I missing something here? Thanks! @DonDurrett @juniorminingpro @ClemChambers @AmandaVandyke13 @Sorenthek @TheGoldAdvisor @IJCarrasco @DVSignals @GoldForecast @TheNextBigRush @MilesFranklinCo @badcharts1 @peter_krauth @LynAldenContact @NorthstarCharts @TaviCosta @PeterGrandich @RealRickRule @duediligenceguy @Oliver_MSA @silverguru22 @barometerca @mbateman @SteveBarton101 @ASX__Trader @capnek123 @DaveHcontrarian @PalisadesRadio @KarelMercx @finding_finance @gnoble79 @GaryBohm5

SPOILER ALERT: The Fed is going to print, then print some more. They will keep doing this until even the 0.1% squeal with pain. It's all they know how to do. They are completely indifferent to your suffering. Plan accordingly.

This is bad. Very, very bad. Besides a significant chunk of Iran and Turkey's NG, this takes ~750,000 bbls of gas liquids off the market...for a very long time.

🚨🚨 OMAN OIL PRICE PUSHING $200 RIGHT NOW 🔥🔥

It’s happening. Agricultural commodities just broke out from nearly 20 years of resistance. I would expect this move to accelerate to the upside. Other thoughts and ideas here: tavicosta.substack.com/p/a-20-year-br…