Observations: Feels like the blow off top is underway in precious metals. $ debasement continues unabated. Crypto languishes, resulting in some further migration to metals. PMs heading into year end are suffering FOMO and will have to tell the board members why they don’t own

Nearly have seen it all now. You can’t lose money in bitcoin

All these crypto charts continue to look exactly the same. BTC and maybe ETH look a week or two ahead of the next garbage like Solana and Doge and whatever else. The direction of pain is markedly lower for crypto. The market has a funny way of hurting the most people most of the

First there was the MAG7. I now present you the BAG7, a diversified portfolio designed to provide one stop shopping for all your unnecessary purchases $BE $CRWV $MSTR $OKLO $ORCL $RGTI $TSLA

My odds on martial law in some first world countries in 2026 has just gone up to about 15%. I could be low in that percentage. Anyone?

I gotta tell you it feels to me on the days when $IREN, $OPEN, $PLUG, $ASST, $BRR, $RGTI are up, it’s a BS up day, at this stage. I have no stake in any of them, reg FD. My commodity related stuff does its own thing. Some other div payers do too. But when the crappy stuff is

Is there a single stock in the US with a higher key man risk than $TSLA? George Noble Gordon Johnson

Blow off top metals. Wow. Here we are. Are banks really that short physical? Rehypothecate much? Hunt Bros where are you? Now I wonder how many are hanging on till 2026 to avoid the tax man? Wonder if we need to feed the fish as they’re gasping for air. Maybe roll some ITM

As if the critical thinkers didn’t have Tim Walz pegged from minute one from when he appeared on the national stage, only to have it reconfirmed at every utterance from him since. And his wife surely didn’t dissuade any of us from the view.

INTC up 60% since, NVDA up 12% Probably time to add more Opinion not advice

Did y’all see this update when I sent it 1hr ago? Just curious as I feel the algorithm is limiting me. George Noble David Nicoski CMT Arthur Vandelay Jerry Jordan Tony Greer Any feedback/response most appreciated. The shadow banning here has gotten worse imho.

Intel upgraded to Neutral from Sell at Citi INTC 07:28 Citi upgraded Intel to Neutral from Sell with a price target of $50, up from $29. Hated it forever. Now up 150%, from sell->neutral. Wall St lemmings strike again. Useless. Now maybe time to take a few $INTC profits.

AAII data now 48% bulls, 28% bears. Not at 2:1 level yet but nearly 1 of 2 are bulls. 👀

Confession: In my 50 years of watching the Rangers, I’ve never been this disappointed this early in a season. I expect this feeling in April, not January. Last night‘s victory would normally create intense excitement. Not this year. I feel like I’m watching nonstop, preseason

So much market manipulation...sure it's not correlations going to 1 on the inherent underlying smoke/mirrors that is most of the crypto ecosystem.

Observations: Kevin Warsh is a Gen Xer. He was initially booted out of the Fed by Bernanke for being the nail sticking out, and calling out a lot of the free money. In retrospect, Ben’s QE was probably right. That said, I never saw a Warsh as a yes man. This sort of conflicts

In the past year about 200-300 BTC Treasury companies were created. Average BTC price in 2025 around 100k vs BTC 78k last. What TF are those TSY cos even doing? Number go up, but number doesn't actually go up so much, so fast anymore. See a bandwagon, you're too late?

Frank Giustra The number of people talking as if their entire lives depend on the price of BTC indicate to me that these folks entire lives DEPEND on the price of BTC. Pathetic

Help me out. Do we have a problem with software or not? Is AI going to eat software’s lunch? If so, and BTC is just a line of software code, what are we even talking about? Like does 83k, 73k, 63k even matter. Number go up, number go down. It’s just software code. Also, the