Computer Assisted Fundamental Analysis (CAFA). Better stock picking via systematic value+growth, expert systems. Cycles. Join us @ https://xitter.cf/t.co/ufbU4pY4d0
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100 year ratio cycle in mines div. gold. Miners will outperform gold next 50 odd years as gold re-enters monetary system. ABC correction lasting 52 years into 2020 compressed miners:gold. Impulsive wave up started 2020, ends around perhaps 2068 as gold now intern. reserves again.
Among the things that price-only TA accounts completely fail to pay attention to..... Correction ended in July. Aug-now just a simple price retest. Gold ownership exploding since July.
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.
FormulaStocks retweeted
Shenzhen gold hub sees crowds as spot prices slip below $4,000/oz
Gold prices fell over the weekend, and the Shuibei market — a gold jewelry manufacturing and trading hub in the southern metropolis of Shenzhen, South China's Guangdong Province — saw a surge of visitors. Photos posted by netizens on Chinese social media platforms showed some aisles so crowded that people could barely move.
Netizens flooded the platforms with posts like "There are more people here buying gold than you'd find at a vegetable market," while "booming" and "packed with people" became buzzwords. (Global Times)
FormulaStocks retweeted
#Gold #Juniors Historical chart of prices paid for M&A . Gold is double the price as 2012 yet juniors still trading 3-5x below that peak. Senior producers desperate for replacement resources. FCF at All time highs ,no debt , cash in the bank ,buying back shares. M&A rush coming
As @NorthstarCharts on a bit of a crusade against PM miners 😉- here is a bit he missed: Ratio of $GDX/ $USO is a *perfect* turning circle, with maybe 12 touches or something like that on 2r*PI. (not user defined arc). And it is fairly close to reversal up in favor or PM miners.
Sector leaders: $NEM ttm cash flow yield 6.68%.- $XOM ttm cash flow yield 3.57%. Our proprietary growth yield $NEM: 68.14%. $XOM: 11.25%. Which means that per sector leader indicators gold miners are twice as good an investment as energy, up to nearly 600% better. $XLE exhausted.
FormulaStocks retweeted
It's subtle, but it's there.
#silver has a positive divergence developing on the RSI. The price is setting a marginally lower low, while the RSI is not. This doesn't mean it can't fall any further, but it does mean that the sellers are becoming exhausted. Unless something fundamental changes, the price is about to bottom.
FormulaStocks retweeted
🔥Silver Flows Back Into India as Import Curbs Ease Before Diwali
🚨INDIA EASES IMPORT RESTRICTIONS ON SILVER AS GLOBAL SILVER SUPPLIES TIGHTEN
"India’s silver imports are set to rebound in time for the busiest jewelry-buying season after the government issued a raft of new permits, easing restrictions that had stifled shipments to one of the world’s biggest markets.
Traders and bank dealers this week received quotas covering as much as 6,000 tons of silver, according to four people familiar with the matter. The permits are valid for six months, said the people, who asked not to be named because they’re not allowed to speak publicly."
bloomberg.com/news/articles/…
FormulaStocks retweeted
That's 20% of annual supply gobbled up in 6 months, and silver prices are down 56%. 😂
🚨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...
Per debate w/ @NorthstarCharts Here is my gold forecast dated October 22, 2025. Cyan line is *projection*, not price. I forecasted gold rising sharply, then ABC down into July, move up into August, down into October around 4000 level. Approximately what happened, less the noise
Nonsense. No "breakdown" & unrelated. 1 item about to go up (miners) vs 1 item to go down (oil, soon enough). Opportunity to lose money twice if one exited miners and went long oil. And a recency bias trendline. Backward looking - will tally result of this in 4 months.
#Silver bottomed it seems within 4 cents of my calculated target/just touched it. I will take it! 😆 $GDX $SILJ
