Jeffrey Lebowski

8K posts

Jeffrey Lebowski banner
Jeffrey Lebowski

Jeffrey Lebowski

@to_borg

Finance and Accounting for 30 years. Worked for S&P, worked in VC, enjoy studying and analysis of the markets. My observations and opinion.

Colorado Katılım Temmuz 2022
926 Takip Edilen1.1K Takipçiler
Jeffrey Lebowski
Jeffrey Lebowski@to_borg·
@Silver__Santa The general population has no real grasp of the small risk/huge reward scenario with the metals and miners here. Especially Silver.
English
0
0
0
6
Paul A. Szypula 🇺🇸
Paul A. Szypula 🇺🇸@Bubblebathgirl·
Chris Christie loses his mind over President Trump correctly criticizing Robert Mueller following his passing: “To say what the president said about Bob Mueller just shows you how completely self-consumed he is. It comes from his own sense that the only thing that matters in the world is him. That’s what a child does.” If Christie is criticizing you then you’re doing something great!
Paul A. Szypula 🇺🇸@Bubblebathgirl

President Trump just posted this about Robert Mueller dying.

English
215
49
179
12.2K
Jeffrey Lebowski
Jeffrey Lebowski@to_borg·
@Silver__Santa $PSLV Best way to make sure you have physical. China buys everything it can, Right away. Banks are still short... Huge. Physical demand for industrial use keeps climbing. QE coming. Petrodollar in question, BRICS getting stronger. Perfect storm.
Jeffrey Lebowski tweet media
English
0
0
0
12
Silver Santa
Silver Santa@Silver__Santa·
Is buying right now a #CRAZY thing to do ? Explain why !
English
26
0
16
5K
Keith Ellison
Keith Ellison@keithellison·
I’m running for re-election to keep Minnesota fair — where the rule of law wins over power and privilege. At the Carver County Convention at Waconia Middle School today, the energy in the room made it clear: we’re in this fight together.
Keith Ellison tweet mediaKeith Ellison tweet mediaKeith Ellison tweet media
English
855
40
217
38.4K
Jeffrey Lebowski
Jeffrey Lebowski@to_borg·
@eronimania Silver also sold out immediately in the Far East, and when you consider the industrial demand for physical Silver, the environment doesn't get any better. $PSLV
Jeffrey Lebowski tweet media
English
0
0
0
11
Eronima
Eronima@eronimania·
THE WEST IS PANIC-SELLING PAPER WHILE THE EAST DRAINS THE VAULTS IN 60 SECONDS 🚨 They want you staring at the red candles on your screen while 1.4 billion people are quietly staging the greatest physical wealth transfer in history. @PeerMetals just exposed the massive disconnect. 🕵️‍♂️ THE PLAYERS - Subject: The total exhaustion of physical gold inventory in Chinese banks. - The Victims: Western "paper" traders shaking out of their positions on every dip. - The Villains: Bullion banks manipulating the spot price to provide a "discount" for Eastern accumulation. 🔥 THE PATTERN The script has been flipped. In the West, gold is treated as a "fear trade"—the moment headlines scream, the leverage liquidates. In China? A price dip isn't a crisis; it’s a flash sale. While Western markets were crashing hard, Chinese citizens were lining up at 9:00 AM sharp. By 9:01 AM, the entire daily allocation of 600kg of physical bars was wiped clean. Shelves empty. Gone. 📊 THE EVIDENCE The math is undeniable. Each Chinese bank has a strict daily limit of 600kg for retail buyers. With a population of 1.4 billion, that only services roughly 20,000 customers buying a single ounce each. This isn't a retail trend; it’s a systemic drain. Central bank buying continues month after month, and physical premiums in Shanghai are screaming while London and New York "paper" gold takes a hit. They aren't buying derivatives—they are taking delivery of the ultimate hard asset. 🛡️ THE COVERUP The mainstream media focuses on "mixed official numbers" and "slowing growth" to keep you away from the metal. They want you focused on ETFs and digital promises. Meanwhile, the Eastern physical markets are draining vaults on sight. This is a global arbitrage where real, tangible gold is moving from weak Western hands into the unbreakable conviction of the East. The "true floor" isn't being set on a screen in Chicago; it's being set at the bank counters in Beijing. 📅 THE CLIMAX Every single weekday at 09:00 AM, the shelves reset and the 60-second countdown to zero begins again. The gold rush isn't slowing—it is accelerating on every single pullback. 1. Retweet if you trust physical metal more than digital promises. 2. Reply with DRAIN THE VAULTS to join the shift. 3. Tag someone who thinks Gold is "dead" because of the paper price. #Gold #Silver #China #SoundMoney Entertainment purposes only • DYOR
English
5
19
79
5.2K
Jeffrey Lebowski
Jeffrey Lebowski@to_borg·
You want a floor on $Silver? Here you go. You want a way to work against the paper vs physical manipulation? $PSLV Quad witching manipulation is done. There's never been macro economic conditions like we're currently seeing. There's never been a better time to start buying.
🇭 🇺 🇬 🇴@InProved_Metals

🇨🇳#China pulls #Silver from global markets to meet surging demand 💡The world's biggest buyer pulled in over 790 tons in the first two months, including nearly 470 tons in February, the highest ever for that month. #silversqueeze #bullion #preciousmetals #Commodities bloomberg.com/news/articles/…

English
0
0
1
113
Jeffrey Lebowski
Jeffrey Lebowski@to_borg·
@vinodsrini_ @GorakhIn The brunt of the drop just occurred during a quad witching week, Complete manipulation. And it's Silver which is going to be the true rocket. China keeps grabbing as much as possible. The Comex is about to run dry.
Jeffrey Lebowski tweet media
English
0
0
0
30
Vinodsrinivasan
Vinodsrinivasan@vinodsrini_·
Gold is down 15% since the Iran conflict started. That is not a hedge working. It is forced liquidation. Large funds selling gold to cover equity losses and move to dollar cash. The debasement thesis for gold is structurally intact but tactically this is not the entry point. Buying a falling asset because it feels safe is still speculation.
English
1
0
6
1.8K
Vinodsrinivasan
Vinodsrinivasan@vinodsrini_·
Everyone is asking me the same question right now. “Should I just hold cash and wait this out?” I understand the instinct. Markets are falling globally. Iran. Oil. Rate hike fears. It feels safer to step aside. But cash is not neutral. Let me explain what I am actually doing instead.
English
8
10
165
57.8K
Jeffrey Lebowski
Jeffrey Lebowski@to_borg·
@Jethroe111 @Puncher522 Bitcoin? Really?!? Ever heard of Silver? That metal that's both a store of value and has industrial demand? The most manipulated commodity on the planet and Comex is running dry. $PSLV
Jeffrey Lebowski tweet media
English
1
0
2
52
George Bodine
George Bodine@Jethroe111·
Governments can't print oil. Fertilizer. Natural gas. Rare Earths. Bitcoin. In the 70's as a young man I worked in the Wyoming oil fields. It paid very well. On site you worked as long as it took. 70 hours was the norm. One week I put in 108 hours. I could have spent my life in the fields until physically worn out like a valve on top of the "Christmas Tree". And what would I have come away with? A few years later as I drifted out of the oil patch, inflation hit 14%. A car loan 21%. Mortgage 18%. What have I learned from a long lived life? You can't outrun the printer. We are going to see major inflationary impulses in the next few months. If this war continues and the Strait of Hormuz remains closed we will see a global recession. YOU MUST HAVE THINGS THE GOVERNMENTS OF THIS WORLD CAN NOT PRINT. And of all of these hard assets, only Bitcoin is provably scarce, portable across borders at the speed of light and held in self custody has no counterparty risk. Stack like a smart psychopath. HODL. Self custody. And then let these pricks play their games.
George Bodine tweet media
English
26
58
469
10.8K
Jeffrey Lebowski
Jeffrey Lebowski@to_borg·
@MtnViewsCO @9NEWS Journalist? Hardly... Please. He's a limp wristed, soy boy, beta activist who will soon lose his whining platform. Maybe he can go sit with Don Lemon and they can keep convincing each other how important they are.
English
1
0
1
18
Mountain Views 🗻👀
It’s hard to find a better example of why many of us have abandoned MSM than this from Kyle Clark of @9NEWS. Based on today’s standards, Kyle is deemed to be a good journalist. He has certainly built a loyal following within certain demographics since arriving here from NY 🧵
Mountain Views 🗻👀 tweet media
English
45
46
398
13.1K
Jeffrey Lebowski
Jeffrey Lebowski@to_borg·
@SenFettermanPA It's become blatantly obvious now. The biggest dilemma John faces is he still respects the Constitution and laws, where 95% of the Democrat Party and leaders do not.
English
0
0
0
1
U.S. Senator John Fetterman
U.S. Senator John Fetterman@SenFettermanPA·
I refused to vote for a shutdown last year and have been the lone Dem against shutting DHS down. This needs to end.
U.S. Senator John Fetterman tweet media
English
1.8K
2.2K
17.8K
181.9K
Jeffrey Lebowski
Jeffrey Lebowski@to_borg·
@SpeculatorPL1 Instead of stacking, I have bought into $PSLV. Do you think there's any potential issues with that approach?
English
2
0
1
192
Resource Alpha
Resource Alpha@SpeculatorPL1·
The weekend is for homework. It is a perfect time to take a much closer look at silver mining stocks. Here is a list of some very interesting ones, though keep in mind there are many more out there. For now, I am evaluating them strictly based on three key metrics: Revenue, Upside, and Debt to Assets. Let's break them down from the biggest cash machines to the highest-leverage juniors. THE GIANTS & MID-TIERS (High Safety, Massive Cash): $PAAS - The giant. $3.62B revenue, highly controlled 8.75% debt, and a solid 57% upside. $CDE - The machine. $2.07B revenue, safe 7.64% debt, with an explosive 57% upside. $HL - The fortress. $1.42B revenue, stable 7.62% debt, and exactly 57% upside. $AG - The cash generator. $1.26B revenue, lowest debt in this group (6.58%), and safe 55% upside. $FSM - The heavyweight closer. $1.04B revenue, safe 8.73% debt, and 59% upside. SMALL PRODUCERS (Bigger Leverage, Great Balance Sheets): $DSV - Phenomenal risk profile. $905M revenue, practically zero debt (0.37%!), and 78% upside. $EXK - The aggressive play. $460M revenue, higher debt (19.74%), but a massive 102% upside reward. $ASM - Pure efficiency. $85M revenue, ridiculously low 2.09% debt, and a huge 96% upside for the patient. THE JUNIORS (Max Risk, Max Reward): $SSV - Pure exploration leverage. Zero operational revenue, zero debt, and an astronomical 183% upside to the metal price. $EQTY - Maximum speculation. Carrying 26.73% debt, but offering an absolutely crazy 288% upside for those who want pure paper leverage. These companies are currently priced like they are radioactive, despite printing cash with minimal debt. The structural macro deficit will eventually force a historic upside repricing. Which of these are you aggressively stacking right now? #Silver #GoldMiners #Macro #SilverSqueeze #ValueInvesting
Resource Alpha tweet media
English
6
14
52
3.8K
Jeffrey Lebowski
Jeffrey Lebowski@to_borg·
@DVSignals There's issues with this analysis. The demand for physical from the Far East is not stopping. The continuing strength of the BRICS and uncertainty of fiat currencies. The US debt and bonds causing stress. And the paper vs physical mess. The USA is only 4% of the planet.
Jeffrey Lebowski tweet media
English
0
0
6
415
DeepValue Signals
DeepValue Signals@DVSignals·
$SILVER If you are not emotionally prepared for an overshoot toward 35-38, you should be. The 3-month chart is respecting that level almost to the T on a closing basis, and it also lines up with broader Fib confluence.. I am not saying we need to close there... I’m saying a spike / blip into that zone would be perfectly in line with the structure.... just like the brief 64 overnight print a few weeks ago. Structure had already warned you
DeepValue Signals tweet media
English
54
32
283
64.6K
Jeffrey Lebowski
Jeffrey Lebowski@to_borg·
There's just no way the banks are going to be able to stop the coming launch, once the general public realizes the process. $PSLV
Jeffrey Lebowski@to_borg

@SpeculatorPL1 @StuOnGold "The macro reality" is what's going to matter. Quad witching is over, Weak hands shaken, Still plenty of short covering buying to come, And as mentioned, the huge amount of paper representing vs the physical availability. The demand for physical will launch it to new ATH's.

English
0
0
0
59
Jeffrey Lebowski
Jeffrey Lebowski@to_borg·
@SpeculatorPL1 @StuOnGold "The macro reality" is what's going to matter. Quad witching is over, Weak hands shaken, Still plenty of short covering buying to come, And as mentioned, the huge amount of paper representing vs the physical availability. The demand for physical will launch it to new ATH's.
Jeffrey Lebowski tweet media
English
0
0
4
254
Resource Alpha
Resource Alpha@SpeculatorPL1·
Let's step back and look at Silver with pure logic, zero emotions. -Look at the RSI—by itself, it doesn't mean much without context. -But combine it with the volume profile: compare the weak volume on this current dump to the massive volume we saw on the way up. -Now look at the chart and ask yourself a simple mathematical question. -What is the actual probability of continuing a heavy, straight-line drop after 8 consecutive down days? -Especially when we are right at the retest of a major structural support line. Now, take your eyes off the paper chart for a second and look at the macro reality. -Analyze how rapidly physical silver is vanishing from the Shanghai vaults and the COMEX. -Then ask yourself the most important question of all: -What exactly happens to the price of a hard asset when the physical inventory is being completely drained? The paper market is trying to shake you out. Stay rational. #Silver #COMEX #Macro #PreciousMetals #SilverSqueeze
Resource Alpha tweet media
English
40
111
651
35.7K
Jeffrey Lebowski
Jeffrey Lebowski@to_borg·
@BDCryptoGuru @allthingsf74065 I slept well last night, I'm pretty sure it's because late Friday I was buying into $PSLV. Quad witching is done and very soon, very quickly, the masses will realize the demand for the physical metals is going to skyrocket.
English
2
0
1
132
Crypto Guru
Crypto Guru@BDCryptoGuru·
🚨🚨🚨 THE GLOBAL BOND MARKET IS COLLAPSING. THIS IS BIGGER THAN 2008. HERE ARE THE NUMBERS. 🚨🚨🚨 Governments borrowed $300 trillion when money was free. Money isn't free anymore. Here's the global damage report — 10-year bond yields, right now: 🇬🇧 UK — 5.00% — FIRST TIME SINCE APRIL 2008 (months before Lehman) 🇦🇺 Australia — 5.04% — HIGHEST SINCE JULY 2011 🇮🇳 India — 6.77% — 5-WEEK HIGH, oil inflation spiral 🇿🇦 South Africa — ~9.00% — multi-year high, risk-off 🇺🇸 USA — 4.39% — highest since July 2025 🇳🇿 New Zealand — 4.76% — multi-year high 🇬🇷 Greece — 3.98% — elevated sovereign risk 🇮🇹 Italy — 3.96% — spread widening vs Germany 🇫🇷 France — 3.77% — 68 basis points above Germany 🇨🇦 Canada — 3.56% — rising despite 83,900 jobs lost in February 🇪🇸 Spain — 3.58% — highest since March 2025 🇧🇪 Belgium — 3.59% — rising 🇩🇪 Germany — 3.05% — HIGHEST SINCE JULY 2011 🇵🇹 Portugal — 3.54% — elevated 🇳🇱 Netherlands — 3.13% — rising 🇦🇹 Austria — 3.37% — rising 🇮🇪 Ireland — 3.35% — rising 🇫🇮 Finland — 3.35% — rising 🇩🇰 Denmark — 2.96% — rising 🇸🇪 Sweden — 2.86% — rising 🇰🇷 South Korea — 3.72% — up 0.81% since Jan 1 🇯🇵 Japan — 2.28% — at 1999 levels, BOJ losing control 🇨🇳 China — 1.83% — rebounding That's 23 countries. All moving in the same direction. Every government is now refinancing debt at crisis-level costs. US alone paying $1.23 TRILLION per year just in interest. That's 42% more than just two years ago. The last time these signals all fired together: late spring 2008. Four months later: Lehman. Global financial system nearly collapsed. This time the debt is 30x bigger. You will regret now following me.
Crypto Guru tweet media
English
40
245
595
43.2K
Heidi Ganahl
Heidi Ganahl@heidiganahl·
Well, well, well. 😏 9NEWS is getting a new owner — and Kyle Clark's reign of terror on Republican women may finally be coming to an end. 🎉 Honestly though? I owe Kyle a thank you card. 🙏 Because after 9NEWS spent the entire 2022 governor's race treating me like public enemy number one — the biased coverage, the gotcha interviews, the relentless spin — I got so fired up I launched 𝗥𝗼𝗰𝗸𝘆 𝗠𝗼𝘂𝗻𝘁𝗮𝗶𝗻 𝗩𝗼𝗶𝗰𝗲. And now? RMV is one of the fastest growing news sources in Colorado. 🚀 Funny how that works. So thank you, Kyle. Thank you, 9NEWS. You handed us the inspiration on a silver platter and we ran with it. 🐾 Colorado deserves a news source that actually covers ALL Coloradans — not just the ones that fit the liberal narrative. That's what we built. That's what we're growing every single day. Nexstar calls itself "the anti-fake news." 👀 Colorado already has one of those, it's called @theRMVoice, but we're happy to have more of that in our beautiful state 🇺🇸
Heidi Ganahl tweet media
English
168
310
1.6K
99.1K
Jeffrey Lebowski
Jeffrey Lebowski@to_borg·
@Silver__Santa Quad witching is over, Downward manipulation is done. Weak hands shaken. NOW, there's no more sellers, only buyers. Dip buyers see the opportunity, shorts covering, weak hands getting back in. And those who are aware of the paper/physical ratio. The launch will be astonishing.
Jeffrey Lebowski tweet media
English
0
0
2
72
Silver Santa
Silver Santa@Silver__Santa·
If the war ends, then reality will come back. More money printing, more recession, more inflation, lower rates. Give it a few days or weeks. #MELTUP
GIF
English
9
7
142
5.5K
Jeffrey Lebowski
Jeffrey Lebowski@to_borg·
@zerohedge Once the masses realize this is a tremendous opportunity, Which will be during the Monday trading session, the bid volume will overwhelm the selling... By Wednesday open, we may be seeing the price at 110. The Silver market has NEVER seen these macro economic conditions.
Jeffrey Lebowski tweet media
English
0
0
6
280
Jeffrey Lebowski
Jeffrey Lebowski@to_borg·
@zerohedge Quad witching is over, The downward manipulation is done. Weak hands shaken. NOW, there's no more sellers, only buyers... Dip buyers that see the opportunity, shorts covering, weak hands getting back in. And those who are aware of the paper/physical ratio.
Jeffrey Lebowski tweet media
English
0
0
5
238