Keshav Kumar
39 posts


@Singhlicious Which sectors are you adding to your portfolio ?
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@BrianGoodner @honzacern1 What do you think managed money and swap dealer are increasing their short positions for gold /silver every week ( according to cftc ) but all analyst are sticking with fact that it will go high ?
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I think this is commercial traders hedging. The ones that may be short. They want to get out of their short positions, but if they can't and there is a squeeze, they will flip long (even though they still hold shorts), hit these, and then maybe get out of their shorts, maybe even at higher prices. Obviously I could be wrong. They still hold a ton of Gold short positions. Way more than Silver.
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A reminder for precious metals investors.
Don't let traders define your convictions.
Seeing large $6,000 or $8,000 gold call options doesn't mean someone knows the future. These are positions, not prophecies.
Many option traders don't study the physical gold or silver market. They trade volatility, probabilities, leverage and risk/reward.
Long-term precious metals investors often spend years studying monetary history, central bank policy, physical supply, mining, refining, COMEX, LBMA, Shanghai, industrial demand and market structure.
Those are two completely different games.
Respect the market. Listen to different opinions. But never outsource your thinking.
Do your own research. Build your own conviction.
#Gold #Silver #PreciousMetals #SoundMoney #DYOR
MBAeconomics@MBAeconomics1
Comex December gold calls update: Yesterday the $6,000 and $8,000 strikes had unusual activity. The $6,000 strike open interest increased by 817 contracts. The $8,000 strike open interest increased by 1,660 contracts. Traders continue to place OTM bets on #gold before year end..
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@BrianGoodner I think you missed freegold ventures ? Didn’t you?
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OK, since I couldn't find that top 10 list I originally made for you, I made another one. The top 5 are all close. The next 5 too, and you could put Vizsla up in between them if they hadn't had problems with the cartel earlier this year. Here it is:
1. Aya (AYASF) - Highest % of their revenues come from Silver (98%). Solid project
2. America’s Gold & Silver (USAS) 2nd highest % of revenues from Silver (80%) - These top 2 have been probably my best two consistent performers in stock price. High quality project
3. Endeavor Silver (EXK) - 4th highest % of their revenues come from Silver (70%) - very high quality project. It’s an emerging major with still a ton of upside
4. Avino (ASM) - 56% of revenue from Silver (around 8th most…there are very few primary Silver mines) - this is a project with very high quality management AND it has enormous upside
5. Honey Badger Silver (HBEIF) - I like this one for several reasons - Eric Sprott (best mining investor out there who has become a multi billionaire investing in mining projects owns 10% and Rick Rule (who worked for him and is also a billionaire and legendary mining investor also owns 10%) - 55% of projected revenue from Silver, and it is still a pretty small company by market cap so it has enormous upside (there will be huge volatility here but it could skyrocket)...I also think it will spike big time during and after Rick Rule’s symposium (July 6th-10th), so very soon.
6. Silvercorp Metals (SVM) - 3rd highest % of their revenues from Silver (75%)
7. First Majestic (AG) - my favorite major - like the CEO, 58% of revenue from Silver.
8. Hycroft - This used to be higher, and I simply like it because it is Eric Sprott’s largest investor and he is super bullish on it (owns 40%, the limit he can own)
9. Vizsla Silver - This used to be my favorite, as it owns As of mid-2026, the Panuco Silver-Gold Project ranks as the world’s largest undeveloped, high-grade silver asset. They have excellent management. But it is in Sinaloa, Mexico and the cartel there kidnapped 10 of their employees and killed them so the stock price plummeted. I sold at the time and bought back lower, a but it is even lower now after the Silver hit and I will probably add more. They have beefed up security. This could really probably be like 4 spots higher. In fact, maybe it should be 6th. Investors are still a little skittish after what happened with the employees, but in time, especially when Silver starts moving, just simply due to the fact they have perhaps the best Silver deposit along with one of the highest quality management teams, it will do very well. The good thing about the price drop is that it has a lot more upside than it did before.
10. Discovery Silver - Discovery Silver’s Cordero Project is a massive, bulk-tonnage open-pit deposit. Located in Chihuahua, Mexico, Cordero represents one of the largest undeveloped silver reserves on earth. This and the Vizsla mine are the two biggest best mines, so they are almost must owns, even though I have them ranked a little lower.
Others that I think are must owns - The other 3 majors, Hecla (HL), Pan American Silver (PAAS) and Couer (CDE) - Pan American is a very high quality company with great management, but only about 30% of their revenue at this point comes from Silver. Hecla, on the other hand, never had the best management, but they are probably the lowest risk major Silver play, with all their projects in North America and they have about 53% of thei revenues from Silver.
Guanajuato Silver (GSVRF) - 55%+ projected revenue from Silver and Santacruz Silver (SCZM) - 35-40% of revenue from Silver, are both must owns too. They both have a ton of upside. I also really like Silver Storm (SVRSF) - Small company (market cap wise) and the stock really started moving in November, and it has huge upside.
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@keshavkumar1580 Up to you, but it's moving. Might be good to dollar cost average into the ones you like and add to them later after seeing that.
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@BrianGoodner No I haven’t bought yet but going for it . I was waiting for CFTC weekly report for commitment of traders . Maybe that would help . What do you say ?
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@keshavkumar1580 So have you or are you going to buy any? I should have mentioned Silver One Resources (SLVRF) as well. A good one with huge upside. It looks like Silver is about ready to run, so you may not find better prices than these.
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@BrianGoodner Yup .. I can see the ranking .. it’s posted 👍
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@keshavkumar1580 You asked what are my favorite miners, and I did a ranking, but now I don't see it. Did you see that post or did it not post or something? Like my top 10 and the reasons why.
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Yes, I am heavily in AGQ. I don't know that I suggest that. I have a huge risk tolerance and can stomach it, but it's not for everyone and can hit you hard. I do, however, think this is the bottom or near bottom and if you did want to take advantage of the leverage, this is about the best time to do so. I will respond in a second about the miners after looking at them. It partially depends on whether you like safer/lower risk/lower full upside or higher risk but far higher potential upside.
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@keshavkumar1580 Silver follows Gold
Dont look suports on silver
Look where Gold could reverse and compare with silver chart
For me its 49$-50$
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@YuvrajShah02 @YuvrajShah02 what do you think of AGQ ? Currently at 84 .
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Silver supports are strong at $61 and $55.
I see no reason for silver to go lower than those levels.
That being said, position your trades very cautiously. Wait for confirmations and signals from the charts before entering.
Long term aggregators must be loving the prices they're seeing right now.
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@BrianGoodner Thanks for this information. I just have my own thesis that fundamentals for copper are supportive given its tightened supply . Global refined copper production is expected to slow sharply this year and china is changing from surplus to more demand due to stronger consumption
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@BrianGoodner Is it good price to go long for silver at 64$ and copper at 6.33$
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@Singhlicious Hlo paji . What’s your say on copper and silver . I know fed decision has caused this wide downside but given the tight supply for both is it wise to buy them?
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@YuvrajShah02 Your verdict on copper currently at 1310₹ given copper fundamentals remains unchanged due to tight supply ?
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@YuvrajShah02 Wall Street is expecting headline to be at 4.2% ( up from 3.8) ..
There is a very little chance that there would be a ‘cool’ print . Ultimately signifying gold and silver to fall more
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Please do not be in a rush to add gold and silver positions right now.
There is still a lot of strength in the downtrends of both precious metals.
Stay sharp when the CPI data comes out today and monitor the price action.
Any long positions that you guys intend to take should be built gradually. Do not execute more than 30-35% of intended positions initially.
Ideally, I would like to see some weakening of the downtrend or a sign of reversal on the 1D chart.
I also want to see adherence to key levels.
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@YuvrajShah02 Hey bro … is it right time to long for silver ? I know you aren’t an astrologer 😂 but still .. or should I wait till it breaks $80 resistance
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#Silver up 2% today.
You best believe that Silver will continue its journey upward if there's positive news on the war front and if crude comes down

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