Applying math to investing. Passionate about Juniors, PMS and Geopolitics. Buy me a Hot Chocolate with a Cookie on https://xitter.cf/t.co/NUBc8SFxJr ! Thanks !
Antwerp Gold District
Joined May 2014
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#JUNIOR Portfolio
2026 October 23
+ Performance
+ Since 1 Week: -7.1%
+ Since 1 Month: -15.5%
+ Since 1 January: -1.3%
+ During 2020: -27.4%
+ During 2021: +32.1%
+ During 2022: +41.6%
+ During 2023: +78.0%
+ During 2024: +12.6%
+ During 2025: +258.4%
+ During 2026: -1.3%
+ Since 2020: +861.8%
+ Since 2021: +1225.7%
+ Since 2022: +903.2%
+ Since 2023: +608.4%
+ Since 2024: +298.1%
+ Since 2025: +253.6%
+ Since 2026: -1.3%
+ Averages
+ Average AAGR: +56.3%
+ Compounded CAGR: +38.2%
+ 1-Week Best
+ EVER: +4.5%
+ 1-Month Best
+ RDU: +37.5%
+ PRCG: +26.7%
🚨BREAKING HUGE: INDIA AUTHORIZES IMPORTS OF UP TO 209 MILLION OUNCES OF SILVER OVER THE NEXT 6 MONTHS⚠️ 👀
🇮🇳While silver prices endure a BRUTAL BEATDOWN, Indian authorities just quietly authorized imports of 6,500 metric tons of silver over the next 6 months- a full 1/4 of GLOBAL silver production‼️
🏦The bullion banks just collectively shuddered...
When applying #SILVER to your walls then always use your 3 arms and hands.
The #GOLD TEST
#GOLD BUYING
SOMETHING VERY STRANGE IS HAPPENING IN THE GOLD MARKET.
Gold has crashed more than 25% since the US-Iran war began, falling below $4,000 for the first time in over 3 months.
But instead of selling, investors are continuing to pile into Gold ETFs, with holdings climbing toward 102 MILLION ounces.
This is happening while stocks are crashing and investors are selling assets to raise cash.
This means gold downtrend is because of forced selling.
If ETF investors keep accumulating despite the crash, we could see good rebound in gold once panic settles.
#GOLD CORRECTION I STAND
Gold has already corrected nearly as much as it did in 2008.
Yet many are acting as if the selloff has only just begun.
I see an opportunity.
If this is the secular bull market I believe it is, we won’t get many chances to buy after a pullback like this, in my view.
tavicosta.substack.com/p/ech…
Nice #BOTTOM?
Only 10% of miners remain above their 200-day moving averages.
Historically, readings this low have coincided with important bottoms for the industry.
Long-term-minded investors know what to do here.
tavicosta.substack.com/p/top…
#GOLDEN EGG FOR BREAKFAST
Amateur prospector discovers gold nugget worth $150,000 on outback station - ABC News share.google/jRNLk5xlMSKJrUq…
Asia-Pacific Miners Daily - 亚太矿业日报 · Oct. 26, 2026 · Australia's miners rose 2.4% on average, Australia Gold +2.9%, while China's fell 3.2%.
China PM Daily - 中国贵金属日报 · Oct. 26, 2026 · Silver down 0.56% and gold down 0.55% on SGE; SHFE silver stocks fall 3,850 kg; gold/silver ratio 74.1.
Mon AMI is as good as finished now. 22,000 documents on 140 miners.
On a daily basis keeping track of share prices, volumes, insider buys and sales, management and biographies, describing assets with water, roads, power lines, nearby plants, keeping track of permits, drill holes, warrants, options, cash, debt, stage, economics, meetings, circular's, presentations, promotors. .. .
It knows it all. It's the most complex software I have ever created. Next step is learning AMI to find the best and the cheapest picks. I'm confident we will make it happen. La gloire nous attend.
It's fully based on agentic workflows, now doing the work of at least 3-4 people while I work, eat or sleep. Based on what I see, based on all the optimizations I did, it can likely be upscaled to 500 miners and 100,000 documents. Soon finding the best pick every single day based on the latest share prices, metal prices, and company status and financials. La gloire nous attend.
#JIMCRAMER 2.0
Bubbles tend to originate coming out of a major multi year cycle low. Metals had a chance to transition into a true bubble phase but gold needed to recover quickly after the Jan. crash. The Feb. rally needed to recover the all-time highs and then breakout. That didn't happen.
I was willing to give it one more chance. The April rally needed to recover the all time highs. We rode that rally in miners and recovered most or all the losses from our leverage. But it topped way too soon and we exited close to the top. We have been on the sidelines ever since.
At this point I think we missed the chance for a final bubble phase. That means we will have to wait for the next multi year cycle low before metals produce the next setup to produce a final bubble. That 8 year cycle low isn't due until 29-30.
There's been too much technical damage done to metals at this point. It's going to take months or years to base before it can produce the next momentum phase. You should ignore the gold touts telling you that metals are about to rocket launch. Metals are in a cyclical bear market. Not a secular bear market mind you, but a cyclical one that may last several more years. Once the cyclical bear market is finished then we will see $10,000 gold and $300-$500 silver. But investors will need to be patient and let this cyclical bear run its course.
It's time to look for other opportunities.
Working on this software has opened my eyes on lots of things. Grades are only a smart part of the Miner puzzle. So many other things matter when evaluating miners. Management, experience, tier 1 investors, permits, accessibility, resources power water plants people, open pit or underground, capital and capex, cash burn rate, stage, cheap shares, warrant overhang, private placements, promotors, dilution, geology, proximity, compensation, shareholders, the Vancouver lot. And everything I forget to mention. I probably now know twice as much about miners than only a year ago. Et mon AMI en sait même encore plus.
I have been less available lately. But this mission is an important one. Finding the best succesful picks for us all. The current morosity makes this paramount. Quality can survive any storm. Rubbish can't. Santa wants quality. Parce que la gloire nous attend.
The #ALCHEMISTS.
Narratives are constructed. The message is clear: *Don’t buy gold.*
Why? Gold-filled asteroids. Machines that turn mercury into gold. Enormous new gold deposits being discovered everywhere.
The goal? To make you sell, so those in the know can accumulate at bargain prices.
But here’s what hasn’t changed:
Central banks are buying. China is buying. The financial system is reaching a breaking point. The debt is simply unpayable.
Don’t get distracted by the noise. Look at the bigger picture.
**We — yes, WE — are smarter than that.** 🥇
THIS IS INSANE!!!
A San Francisco startup says it just turned mercury into real gold.
The company is Marathon Fusion. This week they announced they'd made stable gold using fusion neutrons, at 10x the record CERN set in 2025.
CERN's record was 29 picograms over four years. So nobody's pouring bars yet.
The method is what got me. You hit mercury-198 with a fusion neutron. It loses a neutron, becomes mercury-197, and over the next few days decays into gold-197. The exact same gold sitting in central bank vaults.
Their 2025 paper says a one-gigawatt fusion plant built this way could make around 2 tonnes of gold a year as a side product, while it's selling electricity.
I've said it for years. Gold is a shiny rock. It's valuable because there's only so much of it and pulling it out of the ground is hard and expensive.
If this holds up, gold's scarcity turns into an engineering problem. And you can only delay technical progress. You can't stop it.
To be fair, the gold comes out mixed with radioactive isotopes and would need to sit for well over a decade before it's safe to touch. Nobody outside the company has verified the result yet, and commercial fusion is still years away.
Peter Schiff has spent years telling everyone Bitcoin has no intrinsic value.
This week a startup says it made gold out of mercury.
There will only ever be 21 million Bitcoin. No reactor on Earth can make one more.
