Scott Williamson
2.6K posts

Scott Williamson
@scottiwillo
Managing Director & CEO @Horizongold_ | NED @Leeuwinmetals & @Corazonmining | Mining Engineer | Passionate about Minerals Exploration & Development
Perth, Western Australia Katılım Eylül 2016
1.8K Takip Edilen1.1K Takipçiler
Scott Williamson retweetledi

BREAKING: Global gold funds posted +$6.2 billion in inflows last week, the 3rd consecutive weekly intake.
Year-to-date, gold funds have attracted a record +$148 billion in annualized inflows.
In other words, at this pace, investors will pour more capital into gold funds than the 2025 record of +$101 billion.
This would also be +200% higher than the 2020 pandemic year.
Gold funds saw +$19 billion in inflows in January, the strongest month on record.
Asset owners are accumulating even more assets.

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Scott Williamson retweetledi
Scott Williamson retweetledi
Scott Williamson retweetledi
Scott Williamson retweetledi
Scott Williamson retweetledi
Scott Williamson retweetledi

A reminder that periods of extreme debt consistently breed geopolitical tension and conflict.
This is a recurring historical pattern.
Through that lens, deglobalization is not a transitory phase driven by headlines, but a structural shift unfolding in real time.
In this kind of environment, politically neutral hard assets move from being tactical exposures to becoming core portfolio allocations.
I expand on this further in this piece:
open.substack.com/pub/tavicosta/…

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Scott Williamson retweetledi
Scott Williamson retweetledi
Scott Williamson retweetledi
Scott Williamson retweetledi

$HRN Horizon Gold has appointed Scott Williamson as CEO and Managing Director from 2 February 2026 as the company continues advancing the Gum Creek Gold Project in Western Australia.
@Stew_Walters
#ASX #Gold #Leadership
marketopen.com.au/horizon-gold-a…
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Scott Williamson retweetledi
Scott Williamson retweetledi

Copper deficits are building.
Outside the US, the world is increasingly short of copper.
Refined copper balance after trade:
- 2025: US ~700 kt surplus vs. World ex-US ~250 kt deficit
- 2026: US ~700 kt surplus vs. World ex-US ~450 kt deficit
In other words, US inventories are largely trapped in warehouses,
while the rest of the world faces a growing supply shortfall.
The world needs significantly more copper.

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Scott Williamson retweetledi
Scott Williamson retweetledi
Scott Williamson retweetledi
Scott Williamson retweetledi

You just can't own enough Copper. Billionaire Robert Friedland sums it up perfectly..... You people have no idea whatsoever what we’re facing.
“We’re consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth, with no electrification, we have to mine the same amount of copper in the next 18 years as we mined in the last 10,000 years, combined.
In the next 18 years, I’ve got to mine the same amount of copper as we mined the last 10,000 years. This is without any new electrification, without data centers, without solar and wind and the greening of the world economy. You people have no idea whatsoever what we’re facing.”
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Scott Williamson retweetledi

"The monetary order is breaking down." - Ray Dalio
A golden reset is coming...
Oguz Erkan@oguzerkan
Ray Dalio: "Global monetary order is breaking." Dalio thinks the US and the allies are losing trust in one another, so central banks don't want to hold the US bonds. This is why commodities are skyrocketing, and it's not going to reverse anytime soon. His advice? Buy gold.
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