Founder of Vaapad Capital. The only trader on X publicly mirroring his IBKR balance & trades in real time. Not investment advice. Non sine periculo. ↓
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Joined January 2018
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New interview with @Oliver_MSA by @capnek123. I fully back Michael Oilver's assessment, to 100%. The entire debt and equity market is going to discharge into gold, silver and miners. The financial market is simply DONE! You can see it in the debt market but also everywhere around you. We are now entering a new era. Gold will wash away the great pile of lies of the past decades in one massive flood and let the free market be born anew. Make sure you watch this if you want to survive this cycle.
In the best case szenario China will revalue Gold before the US does. If they know what they are doing they'll bust the US economy through such a move and prevent WW3 by it.
Broker comment on Gold:
‘Price Discovery Moving East: Valcambi, one of the world's largest gold refiners, plans to establish its first refining operation outside Switzerland in Hong Kong, according to Bloomberg .. The announcement supports Hong Kong's broader ambition to strengthen its position in the global gold market, with authorities also pursuing initiatives including a gold clearing system, a new bullion benchmark and yuan-denominated gold futures. Hong Kong now has over 30,000 tonnes of gold storage (LBMA’s total incl. ETFs is just 9kt with a rolling float of just 1.2kt), with 1Q27 planned as the official international launch of Hong Kong’s system (currently in pilot mode)’
This chart is so fake, only there to prop up the U.S. AI bubble. But this one gets closer to the truth and explains why the sell off happened. China is gaining market share at an unprecedented speed. Their token costs are substantially lower and soon they will also dominate wafers. Another big reason for the US Dollar to collapse. Btw, the U.S. has lost 25% of their Reaper drones over Iran and Yemen because China and Russia are supplying man pads en masse.
Those short-sellers are the US elites by the way, Blackrock, Vanguard and the people behind them. They try to keep commodities down so China doesn't get the leverage in the market. It will backfire hard and they will accidently engineer the largest commodity melt-up in history.
Silver 1802 real, official inflation data
I see $500 in 2027
and $1000 in 2028
In the previous centuries the value wasn't coupled to energy as it is beginning now. The competition between monetary and technological value will lead to the greatest rise in its history. This unique situation happens only once in a civilizational development. The coming rise will pave the way for the enormous amounts of silver needed for the technological age. Monetary value will see the last big glow up in the coming years and will then be ousted by gold. And much later by nothing once abundance has arrived.
This chart is useless because it's based on the 5-year expected earnings growth. Because of the AI bubble those expectations are immensely inflated. Just them correcting through massive revisions or reality kicking in would bring this ratio back in line. It's a sign of a bubble and not a sign of the market being cheap. But it gives the bulls an excuse to crank valuations to an even more extreme level in the short term.
US is preparing to invade Iran. But the Russians will not play ball with this. They might agree to this deal but the moment the US invades Iran they will invade Ukraine and China will also not be a bystander in this. People read this as deescalation but it is in fact one of the greatest escalatory steps so far.
BREAKING: Trump administration proposes allowing Russia to sell large amounts of natural gas to Europe, offering Putin billions in revenue, with envoys Jared Kushner and Steve Witkoff arguing Ukraine should now consider restarting all pipelines that used to carry it, per the NYT.
The same envoys are weighing the release of up to $100 billion in frozen Russian sovereign assets as an upfront incentive for a limited ceasefire. European officials rejected that outright.
Assets, diesel sanctions, and now pipeline gas.
The Dollar has been badly weakened by the geostrategic loss of oil in the Middle East. The US elite will let Europe collapse in an attempt to prop up the Dollar with the capital fleeing Europe.
Like a body suffering severe blood loss, they redirect blood from the extremities to the core to stabilize blood pressure, cutting off the supply to nonessential organs—such as Europe. Other vassals will follow as US sovereign default draws closer.
Pray for the world and act while you can still decouple. Eventually, they will do it for you—and without warning.
The only way out of this is a world war. They're going to lead us to the slaughter once again. You can either smile and carry on as usual, or you can do something about it. Anyone who thinks this can be resolved without a war is either naive, doesn't have the guts, or is downright stupid. It can be resolved without one but that would mean to take back the power.
This is not 1980... Don't sell your gold.
Back then, US debt to GDP was ~30%, which enabled Volcker to hike rates aggressively to kill inflation.
But inflation wasn't the only thing he killed... He also plunged the US into a recession.
Today, with debt to GDP above 100% and deficits running at 6% of GDP, the US can afford neither a recession nor sustained higher rates.
In a recession, deficits blow out to 7-10% of GDP... at a time when foreign investors are increasingly unwilling to fund endless US deficits...
Forcing the Fed to let the money printer go wild.
Warsh can talk tough like Volcker, but the fiscal situation will force him to inflate the debt away...
So that a future Volcker can eventually hike rates to kill inflation.
Until that happens, we don't own enough gold for what's coming.
You'd have to be pretty clueless not to take a position here. The stock's relative strength is impossible to miss, and a revaluation is just around the corner. Anyone who believes in silver has found the fastest and safest bet here. So undervalued. Silver doesn't even need to rise for them to succeed. The execution alone is worth 3X. $HSLV.NE
Construction decision approaches @HighlanderAg. Largest fully permitted #Silver project globally $HSLV
#Peru #Fujimori
