
Investment Diary
1.9K posts

Investment Diary
@invdiary
Most people think inside boxes. There's little competition if you go beyond that.





Julian Assange: The goal of war in the Middle East is "to wash money out of the tax bases of the United States, out of the tax bases of European countries... and back into the hands of a transnational security elite." "The goal is to have an endless war, not a successful war."


🚨 Why starting a long position on silver at these prices isn’t a crazy idea 🚨 I won’t fool you: silver won’t touch $100 again this year. Mark it. But at these levels, building exposure to silver isn’t crazy for these reasons: 1) 🔴 6th straight year of massive supply deficits Silver is heavily demanded by Chinese smelters. Does it mean $130 next month? No ❌ 2) ⚡ Industrial demand is exploding It will be affected by war and global recession, but the world is shifting toward EVs, solar panels, and AI data centers. Does it mean $130 next month? No ❌ 3) 💰 Investment demand rebounding + macro tailwinds Physical retail investment (bars & coins) is projected to jump ~20% in 2026. Add geopolitical risks, policy uncertainty, inflation worries, and silver’s dual role as industrial metal and monetary hedge. Does it mean $130 next month? No ❌ 4) 💵 Governments keep piling up debt and printing trillions out of thin air Silver can’t be printed, so it acts as a hedge against this risk. Does it mean $130 next month? No ❌ It’s important to understand supply-demand dynamics and how the market actually works. Please, don’t read this post and go full port on silver because you saw a post on X from a dude saying to buy. (Me). Study and understand before doing any financial decision. #Silver #Gold



At open on Thursday, 3/19 SGE #Silver traded at RMB 19150.0/kg ($ 86.674/Troy oz) Spot #Silver is $ 76.390/Troy oz SGE premium at $ 10.284/Troy oz (13.5% over spot) SGE #Gold traded at RMB 1081.2/g ($ 4893.511/Troy oz) Spot #Gold is $ 4840.347/Troy oz SGE premium at $ 53.164/Troy oz (1.1% over spot)



Gold Miners Bullish Percent Index Reading of 3.7 out of an index of 0-100. What a complete collapse in sentiment. From a contrarian perspective, sentiment may be getting washed out.













Gold is selling off During a war. With oil at $100+ Confusing? Here's why 🔴 Fed stays hawkish energy inflation = no cuts 🔴 Real yields rising = headwind for non-yielding gold 🔴 Dollar strengthening = gold under pressure 🔴 Crowded longs unwinding = technical flush below 50-day MA Every time equities dropped since the war began, investors sold gold to raise liquidity. The ultimate hedge. Being sold to cover losses elsewhere. This isn't a collapse in gold's long-term thesis. It's a crowded trade getting washed out. War and $100 oil are bullish for gold. But right now the tape doesn't care about theory. It cares about margin calls. 📉 The long-term store of value case is intact. The short-term chart is ugly. Know the difference. ♟️ #gold


















