Kevin C. Smith, CFA (@crescatkevin) 's Twitter Profile
Kevin C. Smith, CFA

@crescatkevin

Hedge fund manager: global macro, long/short equity, activist metals. Wage-price spirals are not transitory. crescat.net

ID: 586716332

linkhttps://www.crescat.net/disclosures calendar_today21-05-2012 17:28:56

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Crescat Capital (@crescat_capital) 's Twitter Profile Photo

Goliath Resources ($GOT.V) drills multiple high-grade gold intervals up to 10.72 g/t Au over 7.83 meters, including 20.37 g/t Au over 4.10 meters At The 1.8 Km2 Surebet Discovery that remains wide open, Golddigger Property, Golden Triangle, B.C “This year, Goliath started its

Goliath Resources ($GOT.V) drills multiple high-grade gold intervals up to 10.72 g/t Au over 7.83 meters, including 20.37 g/t Au over 4.10 meters At The 1.8 Km2 Surebet Discovery that remains wide open, Golddigger Property, Golden Triangle, B.C

“This year, Goliath started its
Crescat Capital (@crescat_capital) 's Twitter Profile Photo

Kirkland Lake Discoveries ($KLDC.V) hits 31.38 m of 1.22%, 36.5 m of 1.03% and 27.35 m of 1.27% CuEq from surface and makes a new gold discovery 2 km northeast of Winnie Shaft "These are our first holes into a new area, and the results speak to the strength of the system we're

Kirkland Lake Discoveries ($KLDC.V) hits 31.38 m of 1.22%, 36.5 m of 1.03% and 27.35 m of 1.27% CuEq from surface and makes a new gold discovery 2 km northeast of Winnie Shaft

"These are our first holes into a new area, and the results speak to the strength of the system we're
Crescat Capital (@crescat_capital) 's Twitter Profile Photo

FireFox Gold expands Mustajärvi east zone - First hole of 2025 intersects 9.35 g/t gold over 9.55 m and 7.28 g/t gold over 11.1 m firefoxgold.com/news/news-2025…

FireFox Gold expands Mustajärvi east zone - First hole of 2025 intersects 9.35 g/t gold over 9.55 m and 7.28 g/t gold over 11.1 m

firefoxgold.com/news/news-2025…
Jim Bianco (@biancoresearch) 's Twitter Profile Photo

1/5 JP Morgan has identified 41 AI-related stocks, 8% of the S&P 500. These stocks now account for 47% of the Index's market capitalization, a new record. The other 459 stocks, 92% of the S&P 500, are 53% of the Index's market capitalization.

1/5

JP Morgan has identified 41 AI-related stocks, 8% of the S&P 500. These stocks now account for 47% of the Index's market capitalization, a new record.

The other 459 stocks, 92% of the S&P 500, are 53% of the Index's market capitalization.
Otavio (Tavi) Costa (@tavicosta) 's Twitter Profile Photo

We are in a time in history that monetary policy’s main purpose is to keep the government financially solvent. Global fiscal dominance. None of us own enough hard assets, in my view.

Crescat Capital (@crescat_capital) 's Twitter Profile Photo

What else can you be on the lookout for besides valuation? Positioning… Kevin C. Smith, CFA Catch up with our Live Market Call from 10/24/25 youtube.com/live/XB5dsUYvC…

Crescat Capital (@crescat_capital) 's Twitter Profile Photo

Five hedge funds have doubled this year—and gold and tech are at the center of the story. Read what we’re doing at Crescat Capital and why we still see big upside in critical metals. MarketWatch Kevin C. Smith, CFA marketwatch.com/story/all-five… Investing involves risk, including risk of

Bob Elliott (@bobeunlimited) 's Twitter Profile Photo

The AI Boom’s Real Economy Problem While AI CAPEX is exploding, the payoff isn’t. Meta’s $70B/yr is only notching $3-5bln in incremental revenue. The kind of poor sector ROI exposing the diff between the dream and real economy reality. bobeunlimited.substack.com/p/the-ai-booms…

The AI Boom’s Real Economy Problem

While AI CAPEX is exploding, the payoff isn’t. Meta’s $70B/yr is only notching $3-5bln in incremental revenue. The kind of poor sector ROI exposing the diff between the dream and real economy reality.

bobeunlimited.substack.com/p/the-ai-booms…
Subu Trade (@subutrade) 's Twitter Profile Photo

Weak breadth: a Hindenburg Omen was triggered yesterday 🚨 The past 30 times this happened, $SPX fell 83% of the time 2 months later h/t Tom McClellan

Weak breadth: a Hindenburg Omen was triggered yesterday 🚨

The past 30 times this happened, $SPX fell 83% of the time 2 months later

h/t <a href="/McClellanOsc/">Tom McClellan</a>
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

Shocking stat of the day: Currently, ~82% of the US population lives in regions experiencing an economic recession, the highest share since 2020. The analysis uses the Fed Beige Book, a report published 8 times a year based on anecdotal information gathered from businesses,

Shocking stat of the day:

Currently, ~82% of the US population lives in regions experiencing an economic recession, the highest share since 2020.

The analysis uses the Fed Beige Book, a report published 8 times a year based on anecdotal information gathered from businesses,
Barchart (@barchart) 's Twitter Profile Photo

Stock Market Crash "Hindenburg Omen" Triggered 🚨 The Hindenburg Omen, an indicator that correctly detected the 1987 and 2008 stock market crashes, has been triggered!

Stock Market Crash "Hindenburg Omen" Triggered 🚨

The Hindenburg Omen, an indicator that correctly detected the 1987 and 2008 stock market crashes, has been triggered!
Jeffrey Gundlach (@truthgundlach) 's Twitter Profile Photo

Another day, another negative development in Private Credit land. Bloomberg article about PIK (“Pay In Kind”) proliferation masking the stress and likely coming pain/defaults.