Deviinder Gupta
145 posts


Silver - This is a market I have called brilliantly for 2 years. Even after selling, I called the move higher with some precision... (debate below)
However, I have been COMPELTELY wrong about a smash into the 16th January. And I am COMPLETELY shocked by this.
Because of this, I have no idea what comes next. None.
Why, Aidan?
...Because silver miners are about to report a profits that have NEVER been seen before. And they have been on a sustained, measured move higher.
I assumed that we would get a smash into options that would present a buy opportunity for Q4 reporting. That would provide a short term win, but no sustained follow thorough.
But now, Silver is high, silver miners are generationally undervalued versus silver, and they are about report their best quarters ever.
What happens? They double/ triple in Q1? In theory they should. And if we don't get a smash, I can only assume they will.
I am an arrogant swine. Do things my own way with high confidence. But I genuinely have no clue here.
I flip between 'just watch', 'short they HAVE to smash it', 'buy calls - these results are going to be once in a life time...'
Not harvesting - just a genuine call.
If you held into Jan call expiry - you have my absolute respect.
Ride well Silver degens - we are watching history.
P.S - Ruth Crowell has gone quiet...
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@stockifiabhijit China's figures are misleading if you check how much money they have put in Euroclear you will find that major part of their withdrawals are deployed back through that route. They have some strategy being played out in this big game
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Who Actually Owns America’s $38 Trillion Debt?
In 2026, America’s debt crossed $38 trillion
It’s growing by $92,912 every single second
That’s more than the GDP of the US, China, and Germany combined in the early 2000s.
But here’s the real question…
Who actually OWNS this debt?
You’d think America owes it all to itself.
But 24% — over $9.1 trillion — is held by foreign countries.
That includes:
China ($765B)
Japan ($1.13T)
UK ($779B)
And shockingly… Canada ($426B)
That’s over $10,200 for every Canadian citizen.
But why would other countries fund America's overspending?
Because it’s a global currency dependency trap.
Here’s how it works:
Foreign nations buy US Treasuries
↓
America gets cheap capital
↓
It spends on imports (cars, clothes, electronics)
↓
Foreign nations get dollars
↓
They send those dollars back by buying more US debt
It’s a loop.
And the moment it breaks, the fallout could be historic.
Let’s zoom in on the top foreign creditors:
● Japan – The Foundation
Largest foreign holder of US debt. This keeps their currency low, exports strong, and interest rates suppressed.
● UK – The Rising Partner
Post-Brexit, UK financial institutions became aggressive buyers to hedge against domestic volatility.
● China – The Strategic Seller
Has been slowly offloading its US holdings. Down from over $1.2T in 2012 to $765B today.
● Canada – The Trusted Neighbor
Fifth-largest holder. Quietly funding America while trading most of its oil, wheat, and autos in USD.
America needs foreign creditors.
Why?
Because if global nations stop buying its debt…
→ Interest rates spike
→ US budget collapses
→ Global markets panic
→ Your salary, savings, and stocks start bleeding
Welcome to what economists call The Great Exit.
Imagine this scenario:
Canada and Japan stop buying US Treasuries.
Here’s what happens next:
Funding Gap: No new buyers = liquidity crunch
Interest Spike: To attract new buyers, US must offer higher rates
Currency Collapse: Dollar falls, imports cost more
Global Recession: America cuts spending, dragging everyone down
And in the middle of it?
India, Brazil, South Africa, all paying the price.
But wait… Why do countries STILL buy US debt?
Because of what economists call the 3 Global Dependencies:
Lower Interest Rates
Buying US bonds keeps the USD cheap. That helps exporters like Japan & Canada.
Currency Stability
US bonds = safe haven. Even during war, recession, or political chaos, people trust the dollar.
Trade Recycling
You sell to the US → get dollars → reinvest those dollars back into US Treasuries.
It’s a beautiful trap. Until someone decides to exit.
Here’s the dangerous part:
If this foundation cracks…
Even a small pullback in foreign buying can cause massive disruptions:
● Borrowing costs rise
● Credit markets freeze
● US may default on short-term obligations
● The entire global interest rate ecosystem collapses
Because every economy — from Toronto to Tokyo — is priced in relation to US rates.
India isn’t directly exposed.
But we’re tied through:
● IT exports
● Pharma contracts
● Global investor flows
● Commodity pricing
If the US enters a debt crisis, Indian equities, bonds, and the rupee will feel the heat overnight.
Remember:
2008 was a US housing crisis
But India lost over ₹23 lakh crores in months
This could be 3x bigger.
The scariest stat?
In 2026, America’s interest payments crossed $1.17 trillion annually.
That’s more than the entire Indian Union Budget.
Which means:
America is now borrowing just to pay interest.
That’s not growth. That’s a financial pyramid scheme.
And when the base stops funding the top, the whole thing collapses.
What happens next?
Watch for 3 signals:
Countries reducing US debt holdings (especially China, Saudi Arabia)
US raising interest rates beyond market expectations
Sudden demand for gold, oil, or alternative currencies
Because if even 5% of foreign creditors stop buying…
The US doesn’t just wobble.
It shakes the entire global system.
America’s debt has passed $38 trillion
Interest payments now exceed the Indian Union Budget
24% is owned by foreign nations who can crash the party anytime
This is the quietest threat to global financial stability

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Congratulations! to Money Grow Alpha Fund on becoming the first Indian fund to invest in Deccan Gold Mines, following S&P Emerging Markets SmallCap ETF and Jupiter (Top-50 global hedge fund).
Deccan offers a rare, debt-free exposure to India’s gold mining and critical mineral story with a global footprint at a pivotal stage of the cycle.
Visionary funds look beyond short-term noise—and true conviction is shown when fund managers invest their own capital alongside investors.
Kudos Viraj Mahadevia 👏
#DeccanGold
#GoldMining
#GoldETF
#AIFs
#CriticalMinerals
@ModaliHanuma
@DhawanFund
@GauravChikane
@PagariaAditya
@ABisen27
@theonesachin
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I often see comments questioning promoter selling in Deccan Gold Mines.
For detractors, here’s a factual peek into promoter & management commitment 👇
trendlyne.com/equity/insider…
My view: recent acquisitions may be by Mark Creasy—the legendary discovery-driven miner, Guinness record holder, and a founder shareholder via Rama Mines, Deccan’s promoter entity
x.com/GoldDiscovery1…
A personal note: when I first visited Ganajur & satellite prospects in 2007, Mark had visited ted the same areas just a month earlier. Deccan’s geologist Harish later shared Mark’s observations—insights that significantly strengthened my conviction in the Deccan story.
If Mark Creasy, at 80+, is indeed increasing exposure, I’m comfortable with my decision to apply for additional shares in the rights issue.
Also worth noting: no employee selling in the last 3 years, unlike earlier ESOP arbitrage phases.
Not an investment advice
@ModaliHanuma
@DeccanGoldMines
#Gold
#GoldETF
#MiningStocks
# Precious Metals
#IndianMining #PromoterHolding #InsiderTrades #GoldInvesting #SmallCapIndia #NaturalResources #LongTermInvesting
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Everyone who believed in Deccan Gold Mines and subscribed to the rights issue—even after borrowing—patience will be the biggest asset.
The Bubble Report’s analysis is outstanding, and what’s discussed here feels destined to unfold. its not a question of if but when. May 2026 fulfil shareholders dreams.
@ModaliHanuma
@TheBubbleBubble
@DeccanGoldMines
Jesse Colombo@TheBubbleBubble
I'm highly bullish on gold and silver mining stocks and believe that they are like buying Amazon, Google or Nvidia in 2010 just before their massive surge. My theory is that miners will truly take off once the S&P/TSX Venture Composite Index, which tracks Canadian micro-cap securities including many junior gold and silver miners, breaks out of its 12-year trading range, and it's about to happen very soon. This is a very exciting setup that I’m closely watching and waiting for. $GDXJ $SILJ
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Big milestone for Deccan Gold Mines! Pre-commissioning trials begin at Altyn Tor Gold mine — just as Kyrgyzstan launches a $50M gold-backed USDKG stablecoin.
A local buyer for the gold to be produced.
reuters.com/press-releases…
With Jonnagiri already transitioning to commercial production, Gold > $4,300 and AISC < $1,100, time to show cash flows, EBITDA & EPS. Let markets re-rate India’s only listed gold miner. Congratulations Team Deccan
#GoldETF
# Bullion #InstitutionalInvesting
#PortfolioManagement
#ETFManagers
@ModaliHanuma
@DeccanGoldMines
@_anujsinghal
@AnilSinghvi_
@CNBC_Awaaz
@CNBCTV18News
@ETNOWlive
@business_today
@ReutersBiz
@business
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Thanks for the insightful poll & candid share—middle-class prudence is smart, but opportunities like Deccan's ₹80 rights issue (RE just ₹4!) demand bold allocation amid gold near life time high especially if one does not have allocation of 10% to precious metal that is my personal opinion not a recommendation
Like most of us I am full invested I feel stupid that I was buying @140 + when Hira was selling at those rates I wish I had that inside information so I would have waited for the rights issue
If i bought at 140+ will not miss opportunity to buy @80
As written in my email to some shareholders & Deccan directors my endeavour is to fully subscribe for the right issue though I currently don't have full funds available still in the process of mobilizing partly by borrowings.
Heartening to see some shareholders helping others in raising finance through loans. My compliments to them
My investment rationale both at 140 & now at 80 is same as i wrote in the same email. 1% reallocation of global funds to precious metals will increase the price of gold by 500/1000 per ounce
Now this research through various AI tools is validated by Goldman Sachs report which says 0.01 % reallocation
will result in 1.4% increase in gold price
markets.businessinsider.com/news/commoditi…
In such a scenario Hira should have paid premium for Deccan Shares but Rich corporates can get things done their way
Not an investment advice
#GoldETF
#Gold Mining
@ModaliHanuma
@DeccanGoldMines
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Deccan investors are stuck in the same boat fully invested, waiting for 2 mines to go into production.
Most don’t have free cash.
So be honest: Would you BORROW 2 apply 4 rights?
@ModaliHanuma
@DeccanGoldMines
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WORLD'S FIRST BLACK FRIDAY GOLD MINER SALE
Deccan Gold Mines: Jonnagiri transitions to commercial production; Altyn Tor trial production imminent
S&P Emerging Markets SmallCap ETF & Jupiter (top 50 hedge fund) already invested
Rights issue at ₹80/share (52-week low)—RE just ₹4 CMP Funds debt-free growth targeting 350kgpa FY27 (AISC $1,045/oz) & 2tpa by 2030 Global portfolio: Gold + critical minerals (Finland, Mozambique Li-Ta-Cu, Tanzania, Bhalukona Ni-Cu-PGE) amid $4,000+/oz gold
Institutional investors: Review BSE filings/annual report. Not an advice. #DeccanGold #GoldMining#GoldETF
@ModaliHanuma
@DhawanFund
@GauravChikane
@PagariaAditya
@ABisen27
@theonesachin
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#google_vignette" target="_blank" rel="nofollow noopener">moneycontrol.com/sports/lionel-…
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