aaron 5
39 posts



@MaxLewisTV Created the virus, tried to hide it, profited off of giving incorrect advice to Americans, made millions exploiting the situation
He should be publicly executed
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Can someone tell me what crime Dr. Fauci allegedly committed? Seriously asking.
TMZ@TMZ
🚨🎥 TMZ's Harvey Levin calls the attacks on Dr. Anthony Fauci "one of the most heartbreaking things" he’s witnessed in government, comparing the push to jail him to the fear and persecution of the McCarthy era.
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@NBGoonz @greg_price11 He created the virus 🦠 but funding the lab you fool
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@greg_price11 All of you guys are a bunch of weak pussies. You’re mad at this man because he was doing his best with a new virus. But you fucking losers and high school dropouts know better…gotcha 😂
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At our five-borough municipal grocery stores, New Yorkers will get a 30% discount on eggs, milk, chicken, fresh produce and other everyday essentials.
In the wealthiest city in the richest country in the world, no one should have to wonder how they’ll afford the food they need to feed themselves or their families.



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@MiningStocksHQ Hope to get some news on barrick spinoff IPO of North American assets
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This week's seven highest-volume gold stocks, according to MarketBeat's screening tool:
Newmont $NEM — World's largest gold producer. $8.8B cash. $6B buyback authorized.
Freeport-McMoRan $FCX — World's largest publicly traded copper company. Gold and silver as byproducts.
Hecla Mining $HL — Largest primary silver producer in the US. AISC $8.17/oz.
Coeur Mining $CDE — First-ever dividend declared. Cash up 11x year-over-year.
Agnico Eagle $AEM — 43 consecutive years of dividends. $3.1B cash vs $197M debt.
Wheaton Precious Metals $WPM — 35 streaming agreements. 16 of 16 analysts rate it Strong Buy.
Barrick Mining $B — Unlocked $6.3 billion through monetization. New dividend policy: 50% of annual FCF.
Seven companies. Seven different business models within the same sector.
All seeing the highest trading activity of any mining names this week.
$NEM $FCX $HL $CDE $AEM $WPM $B
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@NikolaRistanic @MiningStocksHQ IPO of American assets coming up and NEM wants them
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Three ways to own the precious metals recovery in H2 2026 — ranked by risk and reward:
$NEM Newmont — the anchor:
World's largest gold miner. $8.8B cash. $6B buyback. 44% below analyst consensus of $139.35. 12x earnings — discount to historic value and the S&P 500. For long-term investors who want the most established name.
$WPM Wheaton Precious Metals — the compounder:
35% below analyst consensus of $154.73. Buys gold at $650/oz and silver at $12.50/oz — permanently. Production growing 28% by 2030. Dividend tied directly to quarterly revenue. For investors who want leverage to prices without operational risk.
$AG First Majestic Silver — the high-beta bet:
The most sensitive to silver prices of any major miner. 58% of revenue from silver — more than any other major mining company. When silver rallies, AG outperforms larger diversified miners. For investors making a specific call on silver's next leg.
Three different risk profiles.
One sector.
All three down significantly from January highs.
$NEM $WPM $AG
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@NoLimitGains The real yield is negative because inflation is much higher than the cpi
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EVERYONE IS WATCHING THE WRONG YIELD.
This is not the regular 10 year. This is the 10 year REAL yield. What Treasuries pay you after inflation.
It just hit 2.34%. Yesterday it cleared the December 2024 high, making this the highest print on the entire chart going back to late 2023.
Here's why this number matters more than the one everyone quotes.
The nominal yield tells you what a bond pays on paper. The real yield tells you what you actually keep once inflation takes its cut.
For most of the last 15 years this number sat near zero. In 2020 and 2021 it went negative. You were losing purchasing power just for holding government bonds.
Now you get 2.3% above inflation for taking zero credit risk.
Look at the path on this chart.
It bottomed at 1.52 in September 2024 when the market was convinced easy money was coming back. It snapped back to 2.35 by December. Then it spent all of 2025 drifting lower.
In March it was sitting in the low 1.70s. Four months later it's at 2.34, and every dip along the way got bought.
Here's what that does.
Every asset on earth competes with the risk free real return. When that number was zero, everything cleared the bar. Stocks at any valuation, gold, crypto, real estate.
At 2.3% the bar is higher. Gold pays you nothing while Treasuries pay 2.3% real. Long duration tech earnings get discounted against a bigger number. The cheap money math that carried the last decade stops working.
Real yields are how you measure how tight money actually is. And right now they're at the top of the entire 3 year range.
Maybe it stalls here like it did in December 2024. That's the level to watch.
But the market is quietly repricing the real cost of money. This chart is where you see it first.
I’ve been in this game for a long time, and every move I make gets posted in The Assembly.
We’re a team of 8 analysts with one goal: helping you buy the right stocks at the right time.
You also get access to my full portfolio.
Join from my bio.

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@JoeConsorti Peter is correct. If a bond was trading at 75 cents on the dollar, problems would be apparent
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@PeterSchiff @saylor What will happen if you are wrong and this is the buying opportunity of a lifetime? Will you publicly apologize? I've been following you since 2008 crash. Looking back doing the opposite of your narrative was the best choice.
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The demise of Strategy portends far greater negative consequences for Bitcoin and the crypto industry than did the collapse of FTX. For that reason, @Saylor will soon be viewed as an even bigger villain than SBF. Those who covered for him will have a lot of explaining to do.
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Silver at $61. Six-month low. Down 21% in a month.
The cause is simple: the Fed.
Rate hikes back on the table. Dollar surging. Every asset that pays no yield is getting sold — gold, silver, even Bitcoin.
This isn’t a silver story. It’s a rates story.
What hasn’t changed:
6th straight year of physical deficit.
China importing record tonnage.
COMEX inventory at historic lows.
JP Morgan still modeling $81 average for 2026.
Rates move the price now.
Supply moves it later.
The question isn’t whether the deficit matters.
It’s whether you’re still holding when the Fed stops being the only thing the market looks at. 🥈⚡
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