NicΩTartaglia🧠⚖️

*Allied Critical Metals** correction

What a solid close by $ACM - Allies critical minerals ( ticker: ACM) @alliedcritical #tungsten #nato #criticalminerals

@goldseek Thanks for sharing Peter!

Panama moves to unlock copper from First Quantum mine dlvr.it/TRvJl1

Gold now trades more than most major financial assets in the world: Average trading volume in gold averaged ~$361 billion per day in 2025, nearly triple the ~$134 billion per day seen in 2021. Gold OTC and exchange volumes rose to $180 billion and $174 billion per day, followed by ETFs at $7 billion. Trading volume in gold now officially exceeds Treasury Bills at $186 billion, the EUR/GBP currency pair at $169 billion, and the Dow Jones Industrial Average at ~$100 billion. By comparison, the top 3 most traded US stocks, Apple, $AAPL, Nvidia, $NVDA, and Tesla, $TSLA, combined averaged ~$26 billion per day in 2025. Gold market activity is surging at a record pace.

The European Energy Commissioner is warning that the EU is assessing "all possibilities" including fuel rationing. Things are getting very real now...

“Modern economies are rediscovering a truth they temporarily forgot: You cannot print materials and hard assets. You cannot digitize energy. If the world is entering a new age of strategic resource competition, then hard assets are not a hedge. They are the foundation. The digital economy rests on an analog foundation. And that foundation is mined.” Read my latest piece on commodities: open.substack.com/pub/macroimper… #mining #commodities #stocks #criticalminerals #energy #tungsten #gold #silver #copper #hardassets

BREAKING: 🇮🇷 🇺🇸 Iran's new Supreme Leader Khamenei declares that ALL U.S. military bases in the region must be closed IMMEDIATELY or be attacked

Markets move in cycles—and so does sector leadership. Tech’s S&P 500 dominance has widened the gap versus Energy and Materials, telling a consistent story and what early-2026 rotation may signal for allocators. linkedin.com/pulse/sector-c…

@GoldTelegraph_ Commodies are the building blocks of civilization. We have forgotten that foundation

🚨 THE US DEPENDS ON CHINA FOR CRITICAL MINERALS Energy transition, Defense, Tech. • 100% import reliant on 12 minerals • 95%+ rare earths • 83% antimony from #China • 100% gallium + graphite • 50%+ nickel, magnesium, germanium China is the primary supplier across key inputs. Why it matters: • EVs need lithium, graphite • Solar needs tellurium • Chips need gallium, germanium • Defense needs rare earths This is leverage! #minerals #metals

EXCLUSIVE - Chinese regulators advised financial institutions to limit their holdings of US Treasuries. The People’s Bank of China and the National Financial Regulatory Administration didn’t immediately respond to requests for comment bloom.bg/4to8wKX

Today's Take with Nic Tartaglia: Critical Minerals, Energy Security and The New Resource Reality x.com/i/broadcasts/1…

Live now with @imperium_mind x.com/i/broadcasts/1…

@iGlobalGold We just spoke about what happened in Vancouver. This is the opportunity we wanted to happen. Taking profits was for this moment

No, not the top for silver. 45-year breakouts do not end in 2 months following. Multi-month consolidation likely here, but there are a number of years left for this bull market to go.

Canada's economic growth stalled in November, could contract in fourth quarter reut.rs/4t7eKPg reut.rs/4t7eKPg

$SLV $AGQ $SILVER The morning opened with a clear regime shift. Trump nominated Kevin Warsh for Fed Chair. Warsh is widely viewed as a hard-money hawk. At the same time, a U.S. government shutdown was averted at the last minute. Gold and silver had effectively been propping each other up over the past week. Silver looked vulnerable, but gold’s parabolic move prevented a breakdown, resulting instead in a double-top structure. This setup has historical precedent, most notably in 2006 and 2011. Quietly behind the scenes topping macro news added up: Greenland resolution, Tariff step back, FED chair hawk(ish)... As the macro narrative flipped, the “chaos premium” and “debasement trade” evaporated almost instantly. This came on top of rising margin requirements and billions of dollars in call options being offered throughout the week. With today being Friday, those call positions became trapped. Market makers were then able to delta-hedge back toward neutral by selling underlying shares. That’s when the dominoes began to accelerate. As silver broke below key whole-number levels, where the largest call strikes were concentrated, selling pressure increased exponentially. Billions of dollars in call options rapidly went to zero. The selloff intensified into the 1:30 PM window, driven in part by the $AGQ rebalancing mechanism. As a 2x leveraged ETF, AGQ must rebalance daily to maintain its leverage ratio. A 10% drop in silver leaves the fund over-leveraged, forcing it to sell futures into weakness. The “Kill Zone” (1:00–1:25 PM ET) is where the mechanics turned brutal: 1:00 PM: Order cut-off 1:25 PM: NAV calculation HFTs and authorized participants knew AGQ would be forced to unload significant volume. They front-ran the 1:25 PM window, stripping remaining liquidity. Silver didn’t merely decline, it gapped through multiple support levels. Selling pressure peaked precisely at the 1:25 PM NAV print. Once the mechanical rebalancing was complete, price finally found a floor.

For those curious/intrigued by mining investments with the world battling over resources and a surge in many critical minerals hitting all-time highs. My recent article on substack open.substack.com/pub/macroimper… #gold #metals #minerals #silver #copper #lithium #uranium #criticalmetals #investing #stocks

@business Lol what the fuck is the purpose of describing the jacket he is wearing???

A man wearing a black jacket was tackled to the ground after spraying an unknown substance on US Rep. Ilhan Omar at a town hall she was hosting in Minneapolis on Tuesday, AP reports bloomberg.com/en/news/thp/20…

JUST IN: 🇷🇺 Russian President Putin says "no country in the world has the power that we have in terms of icebreakers, and we're going even further."