$FURY - Fury Gold Mines LTH (Long-Term Hold) I'm sure it started moving in sympathy to all other Gold miners, and it is getting interesting. I've done my research, but the fact that Agnico $AEM is buying it made me want to speculate long. Let's see where it takes us. Many

“Markets are never obvious. The obvious trade is usually wrong.” Honma Munehisa, inventor of candlestick charting, author of The Fountain of Gold: The Three Monkey Record of Money (1755)

Brazil Stocks $EWZ and Brazilian Real $BRL I keep hearing how “you can’t make money in this market.” Meanwhile equities are +35% YTD, and the Real is bouncing nicely too. Plenty of chances to catch at least part of this move. All this despite US pressure and tariffs that have

On the streets of Kraków..

Climbed the tower 😀 it was strategically positioned.

Weekly Markets Update – September 8, 2025 Covering Equities, Forex, Treasuries, Energy, Metals and Agriculture Full update now also at cerlogic.substack.com / cerlogicresearch.substack.com

x.com/i/article/1964…

Gold - $GC / $GLD Gold is in clear breakout mode. We have been long since the 2024 structural uptrend, but we also take tactical positions, like the most recent long into the $3,450 breakout. The market is setting up for a push toward $3,800. It could get there without

Silver - $SI / $SLV Silver has broken out and confirmed the upside we have been waiting for. We traded the breakout and already closed part of the position. Once you zoom out, you cannot unsee it, there is no real technical resistance until the $50 level, though a more measured

Copper - $HG / $CPER The tariff driven distortions that temporarily lifted US prices over the global market have now reversed. We traded that epic rug pull, but now it is time to look forward. The fundamental case could not be stronger, not only from the demand side but also

Uranium - SPUT $U.UN / $U.U Uranium is now in an uptrend in both the medium and short term. Some in the sector say many investors bought ahead of the recent World Nuclear Symposium, so the upside will not materialize. We do not share that view. Utilities did not care about

NASDAQ - $NDX / $QQQ Selling pressure hit early in the week, but buyers stepped in exactly at support. That level has held, but we are watching it closely since we're still in sideways move. If support fails, we will look to short the index. Positioning remains stretched with

US Dollar - Decision Time $USD / $DXY The dollar was hit on Friday after weak jobs data; immigration effects distorted the picture but it’s really getting difficult out there. The headline weakness flushed out most of the remaining longs. Even so, $DXY held key support. That

Oil - $CL / $XLE Crude oil remains in short-term downtrend. Managed money has mostly abandoned the trade, leaving the market without a strong speculative bid. Supply is adequate, keeping prices subdued for now. But is it possible that we're building first long-term higher low

$LOT - Lotus Resources LTH (Long-Term Hold) Bought more here at $0.200, new average at $0.162, still 1/2 left to add if we get some sort of broader market correction.

FOREX Trade No. 5, 6 & 7 Closed $EURCHF short at 0.9337, 44pips gain from 0.9381, almost 0.5% (great for forex trades). 5/5 wins so far. Still in: short $EUR at 1.17325 short $GBP at 1.3515

They're talking 75bps cut now on main stream media 😉