What will gold do when the 10 year bond drops below 4.0%? Will the banksters hit the market and all the stops around $3350 & $3300? Not much support there or below. CoT data is ominous. Golden Fleece coming up? #Tbonds #gold

The ~220kt (~7bnoz) in above ground gold in the world is now worth ~US$25tn (+~US$6tn, +33%) more so far in 2025. CBs with 38kt are $1tn `richer' and the rest ~$5tn. $500bn (~4.5kt) from anyone would buy a lot of T Bonds. Big Beautiful Bond rally. #gold #TBonds

Australia's energy status has been ruined by Luddite NET ZERO and other morons who have meddled in pricing, availability and taxes. 1.5% of mythical global `emissions' won't change sea levels in China. A major renaissance in oil and gas is coming anyway as reality catches up.

Is there any sign of a short term top forming in the Nth American Gold Sector? Asking for a friend. #gold $XAU $GDX $HUI $NEM $AEM $B

Does anyone find these interesting at all? Any idea what they are saying? Asking for a friend. Getting a lot of nagging friends nowadays. #gold $CDNX $XAU $GDX $HUI $NEM $RAU.V

Euro, Pound and Yen collapsing. Garbage economic managers. NET ZERO nonsense. Impoverishing their citizens. Capital flight into US Treasuries and US$. The Welfare State is dying.

Big Beautiful Bond Rally about to pick up steam. 4.4% on 30 year? 3.8% on 10 year? 2.8% on 5 year? Why is a gold analyst in Australia the only Tbond bull? A world of US$ and Tbond bears? Non US bonds and currencies are rightfully crashing. Capital flight to US #Tbonds.

Australians to get seething angry when Aust Govt Bonds get hammered in the very near future. Unrelenting spending and unrestrained debt will soon be coming home to roost for the Trainer-Wheel Treasurer & his dopey leader. US rates falling and Aust's rates rising. You still

Gold has moved higher but not very convincingly. Some Gold Sector indices made new highs but the heavy weights $NEM & $B haven't really yet. Overstretched with parabolic runs now due for pullback. Might be important medium term highs here. #Gold $XAU $GDX $HUI $AEM $KGC

US Bond yields falling rapidly across the maturities. Big Beautiful Bond Rally! 10 yr soon with a `3' handle! What happened to all the +5% 30 yr cheer leaders? US$ bull market coming along nicely. #gold #Tbonds

Bond fund managers seeking high yields have stayed short to benefit from Powell's ridiculous 4.33% Fed Funds Rate. Almost 50% of US Treasuries mature by end 2027. $14tn in the greatest liquidity aggregation in history. After 50bps cut will be rush to LT yields. But

Big Beautiful Bond Rally. 9/11 will be data on Outlays, Receipts and Interest Expense. Could be some positive data to push 10yr well <4.0%. Will gold rise or fall with 10yr #TBonds < 4%? #gold $TLT #TBonds $XAUUSD $GDX

TBond yields are falling sharply. Bond prices have broken 5yr DTs. Budget int exp has peaked and will fall sharply over FY26. What will 10yr <4% mean to gold? Important question. Gold Bull's dilemma! #gold $XAUUSD $XAU $GDX $TLT

Gold juniors on ASX are starting to fire. MPS was Co LM on the Tolu Minerals A$0.50 2023 IPO $TOK.ax. The next K92? ( $KNT.To ) Closed at new high today. Epithermal gold/silver with porphyry Cu potential in PNG. 0.5moz @ 10g/tAu with 1moz @ 15g/tAu historic #Gold $GDX

Another $ASX gold junior about to head higher. Redeveloping Hill End goldfield 225koz @ 16.7g/tAu JORC reserve. +Big potential. 30kozpa start - aiming for 100kozpa The Hawkins Hill mine in a zone above current stoping recovered 435koz @ 309/g/tAu in 1800s. $VTX.Ax #gold

The Australian gas sector is about to throw off NET ZERO insanity. Big ancient flat BCGA give large scale continuous tight dry gas resources. Australia's answer to the Marcellus - better tech specs and single basin. ~30BCF EUR 3000m lateral. First gas sales mid 2026. $TBN.ax

Australian gas sector throwing off NET ZERO insanity. Key developments in Taroom Trough in S Bowen Basin Qld. $OMA.ax in Canyon Project is Australia's Eagle Ford. 0.95MMboe (~68% oil) EUR for 2000m lateral. 250k acres - room for >400 wells. Infrastr in place for gas/liquids