Sean Tufford

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Sean Tufford

Sean Tufford

@SeanTufford

CEO of our awesome family business. Former mining executive who loves investing. If I post for a company - you know it's someone I would invite to my house.

Nova Scotia, Canada เข้าร่วม Nisan 2022
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Sean Tufford รีทวีตแล้ว
Brien Lundin
Brien Lundin@Brien_Lundin·
Go ahead, Ned! One of the smartest gentlemen in the business, and well worth listening to.
Wilfred Frost@WilfredFrost

🚨NEW EPISODE🚨 WHY BUY GOLD & SILVER? “This is about being short the behaviour of your government. If you think they're going to be disciplined & they're going to raise rates above inflation & give you a real return on your cash, then don't do it.” This week on The Master Investor Podcast I am joined by Ned Naylor Leyland – Manager of $3bn Jupiter Gold & Silver Fund, & recently crowned @InvestmentWeek Fund Manager Of The Year. “You can ask yourself – the Treasury Secretary & the Fed Chair, are they politicians? I mean in my view, absolutely. I mean the idea of independence in my view is rather fanciful – these people say one thing & do another. The idea that there'll be a genuine pullback in the scale of central bank balance sheets is in my view unlikely.” GOLD MINERS: “The producers have never been cheaper than they are today. Ever. So these are the most profitable companies in the world - 50% free cashflow margin is probably double & in some cases triple the free cashflow that tech is making.” SILVER: "Silver is like gold in that you are short politicians, but you're also long the future. So your long green tech, tech, the military, everything really that's running the modern economy, but you're also short politicians. So silver has a nice dual feel to it.” IF TECH SELLS OFF? “It's very likely that if the equity market does go lower, then that creates a more dovish background, which is the fuel for the space I invest in. So you see a very big decoupling then of performance between the wider equity market & this particular part of it.” BITCOIN: "My personal investment style is I want to be early & I don't want to be there for the last two months of the pregnancy. I'd rather be there right at the beginning & then once I reach the point where other people are starting to get excited & jump in & there's a kind of critical mass feel, that doesn't make me feel comfortable. This is a genuine contrarian thing where I don't want to be there." GOLD vs BITCOIN: "You own gold & silver because you are thinking about this over the long term, whereas you might want to trade Bitcoin as a way to fund your holiday." WHERE IS THE GOLD: “Should these bars be audited? They should also be checked for encumbrances, which is really the more important point, presuming they're all there, who owns them? How many times over have they been leased, loaned, swapped into the system? There's one thing that is there. The other thing is how many post-it notes on each bar?" Timestamps: 0:00 Intro 3:05 Long term case for gold 6:14 Long term case for silver 7:06 Why no other metals? 9:54 What drove 2025 surge in gold & silver 13:06 Did Gold peak in January? 15:20 Is debasement priced in? 17:15 Central banks are NOT independent 22:00 Gold not risk-on or risk-off – its risk-free 23:15 Gold vs Bitcoin 27:14 Physical commodity + producers + development assets 29:52 Miners cheaper than ever 33:10 Portfolio construction 34:56 Gold & Silver not normal commodities 37:25 Where Is The Gold? 42:26 Physical gold vs his fund? 43:40 Revaluation of US gold reserves? 50:13 Why buy gold & silver NOW? 51:47 Could governments behave? 54:37 Conclusion

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Sean Tufford รีทวีตแล้ว
Empress Royalty Corp.
Empress Royalty Corp.@EmpressRoyalty_·
With a portfolio of cash-flowing precious metals assets, a US$20M debt facility available, and an expanding global business development team, Empress is evaluating more opportunities than ever before. Watch the full interview with Rick Rule ahead of the Rule Symposium to learn more about what's next for Empress. #EMPR #EMPYF #RickRule #RuleSymposium #Gold #Silver #Mining #Royalty #Streaming #PreciousMetals #Investing
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Sean Tufford รีทวีตแล้ว
Wall Street Apes
Wall Street Apes@WallStreetApes·
🚨 Gavin Newsom’s wife was laundering herself so much money from her NGO she was actually in the top 5% for pay from all charities in the entire nation But that’s not all, Gavin Newsom “bought his $3.7 million Sacramento estate, it was done through an LLC, but that LLC doesn't seem to have appeared on his tax returns — There’s a lot of questions” “He’s released at least partly to journalists in closed-door viewing sessions, his tax returns. And if you look at that, his income, it's about $1.2 to $1.4 million a year. And it just doesn't add up for all of his expenses. He's got massive mortgages, $625,000 in mortgage payments and he's got at least $1 million in living expenses, and the two just don't add up” “When I had a look at Jennifer Newsom's charity, I found that she was paying herself since 2012, $3.7 million. And this is a lot of money when you look at the amount that the charity brings in. It's sort of $1-$1.7 million a year. And she's paying up to a third of that to herself and her own company—$300,000 a year. Now, I did a bit of data analysis looking at what charities that size usually pay their executives, and she was in the top 5% of all charities in the nation for pay” In the video I included more instances where Gavin Newsom laundered money to his wife - $1 million to block a casino project - $5 million to an office for his wife that he created - He sent $300,000 from his donor PG&E to his wife’s NGO And more, it never ends. They need to go to jail
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Emily Kate
Emily Kate@ItsEmilyKateIt·
Raise your hand if you think?
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Sean Tufford
Sean Tufford@SeanTufford·
@RepNancyMace Aka THE ONLY POOL on planet earth that ever peeled like that.....I can only imagine what corrosive crap some paid nutjobs poured in it.
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Rep. Nancy Mace
Rep. Nancy Mace@RepNancyMace·
If you are more concerned with a reflecting pool than the fact 250,000 girls have been r*ped by a gang of Muslim men in the UK, check your priorities.
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Sean Tufford รีทวีตแล้ว
JayGen 𝕏 er🇨🇦
Global News is now openly asking Canadians: “Have you thought of leaving?” Watch this. RBC just polled British Columbians and the numbers are brutal: - 59% feel financially paralyzed by rising costs (national average is already a disgusting 55%) - 54% are spending every single dollar they make on essential bills and expenses - 57% doubt they’ll ever get ahead financially Even with inflation supposedly “under control” at the Bank of Canada’s 2% target… costs are still going up. People are getting crushed. The interviews say what millions are thinking: “Why should we stay here just to be overtaxed, underserviced, with healthcare that sucks, education that sucks, and a bloated government?” Quality of life has gone downhill in the last ten years. And the people running this country still act like everything is fine. This is what managed decline looks like. They import record numbers while the ones already here are drowning. Then they wonder why more and more Canadians are quietly asking themselves the same question Global News just put on screen. Canada First isn’t just a slogan anymore. It’s the only way we stop this slow-motion exodus before it becomes a stampede. #cdnpoli #LiberalFail #FinanciallyParalyzed #CanadaFirst #RBC #CostOfLiving
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Sean Tufford
Sean Tufford@SeanTufford·
With so many corrosive chemicals likely poured in that pool, if Forrest Gump did this scene today, their feet would likely dissolve......(How many pool liners have you seen peel off in sheets? Seriously.)
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Sean Tufford รีทวีตแล้ว
wealthmoose
wealthmoose@wealthmoose·
🇬🇧 George Orwell wrote 1984 as a warning. Canada is treating it as a manual. 📌 Bill C-22: secret metadata retention. Backdoor access. No warrant. 📌 Bill C-8: government can shut down internet infrastructure. 📌 Bill C-9: debate on censorship bill shut down. Using censorship. 📌 Online News Act: government decides what news travels. 📌 Kids banned from social media: same law. 14 countries. Same week. 📌 Digital ID coming: UK already arrests people for retweets. 📌 800 judges appointed by one party. 100 senators. 7 of 9 Supreme Court justices. 📌 30% of journalist salaries funded by the government they cover. In 1984 the Ministry of Truth rewrote history. In Canada the CBC rewrites the present. In 1984 the Party monitored everyone. In Canada they call it public safety. In 1984 dissidents were unpersoned. In Canada they’re called conspiracy theorists. Orwell didn’t predict the future. He described a pattern. Canada is following it. Chapter by chapter. #CdnPoli #BillC22 #Canada #Orwell
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Sean Tufford
Sean Tufford@SeanTufford·
Almost every professional I know is asking...."How do I get out of Canada?" It's very sad.
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Christine MJ Lavoie🐦‍⬛
@SeanTufford People are panicking, simply because of the corruption exposure within the government . If the exposure is present, it means the problem has been solved, otherwise it would still be hidden. This is not new. Relax. All will be revealed soon enough.
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