Said in the linked post below that gold will break to the upside from its blue triangle. That is now happening. As been saying, the miners recent bullishness was one of many clues that metals was going to break to the upside here. We have been playing this move all along since

The No. 1 gold miner Newmont is now the second-best performing stock in the S&P 500 year-to-date, behind only Palantir. Will the American gold giant soon surpass the AI darling? Exciting! It's already one of the best years for the more than 100-year-old gold mining company, with

Market Crash Indicator 30y:2y (August Final Print): This indicator, which measures the spread between the 30y & 2yr treasuries, has called the biggest crashes of the last 30 years every time it fired off...And it just fired off this afternoon...The final August monthly print for

Silver’s quiet weekly close above the key $40 level — its first in more than 14 years — is one of the most important yet underappreciated macro developments of this week, in my view.     All eyes are on gold’s breakout, and rightly so, but silver’s move is a critical signal that

⚪ Silver miners: $23B ⚒ Gold miners: $626B ⛽️ S&P 500 Energy: $1.5T 💻 NVIDIA: $2.65T 🔎 The entire global silver mining industry is a rounding error next to mega-caps. If "whales" or institutions move into physical silver, supply shock dynamics could be explosive. 💣

Gold at all-time highs and the party is only getting started, in my view.

Ray Dalio sees the future. He warned, "Something worse than a recession is coming." It's already happening. Gold prices are soaring while the USD index is collapsing. What Ray Dalio sees coming next is disastrous: 🧵

When I hear sayings like these: ►"Big patterns lead to big moves." ►"The bigger the base, the higher in space." I think about this silver chart. Getting in before the general public is always key. It has now cleared pink line. And, now trying to get above blue line.

Gold & silver miners starting to crush general equities

There are a lot of $Silver charts out there, but have you seen this? The depth of the cup is equal to the vertical height of the 30-year ascending channel. Elegant TA would give us a measured move hit right at the top rail around $666 in April, 2029.

Metals & Mining sector has already outperformed US Tech/Nasdaq for 5 years, since the commodities bear market low back in 2020. And, now the ratio has a huge breakout, so now the outperformance should accelerate. So it begins.

Silver next? $GLD $SLV

Gold opens the flood gates. Silver follows.

Russia is warning that the United States will leverage stablecoins backed by Treasuries to offload $35T debt. Pushing global adoption, then devaluing the dollar, leaving the world holding the bag. I explained this “genius act” weeks ago. Well…

A compelling chart for silver. The outperformance of hard assets over financial assets is, in my view, one of the most significant macro trends unfolding today. While we’ve seen similar shifts in the past, years of prolonged underperformance have conditioned investors to

We’ve just returned from a week packed with meetings with mining companies and investors... And the most common question I heard: “Are mining stocks in a bubble?” Anyone seriously asking this hasn’t lived through — or studied — a real mining cycle, in my view. The ratio of

The History of Gold Mining Stocks There is a precedent for a multi-decade breakout. First, there must be a multi-decade breakout.

“In the near term, concerns are fixed on China…” Source: bloomberg.com/news/articles/…

Gold Miners are having one of the best years in history, with the VanEck Gold Miners ETF GDX up over 100% year-to-date YTD. However, $GDX fund flows are (still) deeply negative at -$3.80 billion. 🟥🪙 How is this even possible? $NEM $AEM $B

It's mathematical. The stock market will go in a decade long hibernation.