Rand Marsh retweeted
BREAKING: Trump has revealed his new anti-fraud program set up to reward people who expose fraud with a 1% commission on the money uncovered. "If you turn somebody in and you, let's say report and you find $1 billion, we are giving a commission to that person of 1%."
Rand Marsh retweeted
Gold has already corrected nearly as much as it did in 2008.
Yet many are acting as if the selloff has only just begun.
I see an opportunity.
If this is the secular bull market I believe it is, we won’t get many chances to buy after a pullback like this, in my view.
tavicosta.substack.com/p/ech…
Rand Marsh retweeted
Canada’s energy minister says the world is entering the largest investment super-cycle in the history of the metals and mining industry…
Bingo.
Rand Marsh retweeted
Before she joined his team, @judyshel sent Treasury Secretary Bessent a Kwasi Kwarteng piece arguing China could be the first to relink its currency to gold.
"It shouldn't be China. It better be the United States," she told @RonStoeferle in our IGWT 2026 interview.
Rand Marsh retweeted
Replying to @TaviCosta
Ray built the $100B hedge fund.
His own family office just filed this:
87% gold.
$419M in the metal.
$61M in everything else.
Not a hedge.
The position.
When the guy who spent 50 years mapping debt cycles puts nearly the entire disclosed book into the asset with no counterparty, the chart stops being a portfolio and starts being a statement.
Rand Marsh retweeted
Part of a longer conversation with @CryptoRichYT regarding liquidation. @TFL1728 @the_irascible youtu.be/06xsn2WUM3Q?is=jX02…
Rand Marsh retweeted
Meanwhile…
If gold miners were a standalone sector, they would be the cheapest group in this comparison of US equities.
Roughly a 10% free cash flow yield.
No other sector shown comes close.
tavicosta.substack.com/p/sho…
Rand Marsh retweeted
The Dollar's 'Not Gonna Die' - GOLD to $20K, BITCOIN to $1 Million 'Mini... youtu.be/h0-Z3N9Lc-Q?si=n2vw…
Rand Marsh retweeted
‼️ CENTRAL BANKS BOUGHT THE MOST GOLD IN NEARLY TWO YEARS IN SEPTEMBER.
AS GOLD PRICES FELL 8.5%.
An estimated 63 tonnes, according to preliminary World Gold Council figures.
62% more than August.
TELL YOUR MUM. TELL YOUR LANDLORD. TELL THE GUY YOUR WIFE TOLD YOU NOT TO WORRY ABOUT.
THEY ARE BUYING THE DIP 🍿
Rand Marsh retweeted
No American should lose access to a bank account because of their politics or their industry, and that includes the digital asset businesses wrongfully targeted under Operation Chokepoint 2.0. Thank you @SecScottBessent and @USComptroller for working to ensure Americans have fair access to banking.
Under the leadership of @POTUS and @SecScottBessent, @USComptroller Jonathan V. Gould is ending the weaponization of finance. Read about the OCC’s supervisory review of debanking activities in its nine largest national banks and its efforts to guarantee fair banking for all Americans. occ.gov/FairBanking
Rand Marsh retweeted
Great time Shaun!
My conversation with @Sorenthek which spanned a bar, a walk and a park
Rand Marsh retweeted
Market Report 10-14-2026: Respect Whose Authoritah, Vladdie?
At some point everyone has a 'come to Jesus' moment. That moment is nearly here for Ukrainian "President" Vladimir Zelensky. Kiev (not Kyiv) is getting a right thrashing now that Elon Musk and the US government have shut off all military satellite assistance to the UAF via Starlink.
The tracksuit midget that thinks he has the right to demand the resources of the world to press his vendetta against Russia on behalf of the slimiest of slimy globalist (mostly British, French and German, with a side of Blackrock) douche canoes has worn out his welcome not just in the White House (which was long gone) but really with the rest of the world.
The only people who hate what is happening here are the Bluesky'ers who hate anything and everything Trump does, and the aforementioned douche canoes ... on both sides of the US political aisle.
So, as we watch the markets this morning over-react to a completely predictable CPI number, which drove US bond yields higher and sparked the requisite meltdown in financial commentators, remember folks the first rule of markets, "He who is screaming is losing his ass!"
The sooner the Tracksuit Midget of Kiev is cut off from his cocaine suppliers, the faster we can get to a much better, more stable world. Otherwise, he really doesn't want to say hello to either Trump's or Putin's little friend. That will be quite an uncomfortable day for anyone.
patreon.com/GoldGoatsNGuns/p…
Rand Marsh retweeted
This morning's talk with @TuckerMax and @_tommyspodcast regarding the path to manhood. Tommy has my genuine respect for taking all this on in public, in order to pursue his own path, while hearing what many need to hear.
Rand Marsh retweeted
This chart, courtesy of Alex Topouzoglou at @Stifel, shows that drilling activity has noticeably recovered in the past 3 months, which is GOOD...
However, over the past two years, the share of drilling dedicated to copper exploration, arguably the most important of the metals listed in the chart, has remained largely unchanged... which is BAD.
Despite copper prices having risen >50% since October 2024, the incentive price is clearly not high enough to encourage others... whereas it seems to be high enough for precious metals, which dominate drilling activity.
No matter the copper price, our dedicated team of geologists at @IvanhoeMines_ and @ivanhoeelectric continue to drill for the next tier-one copper discovery... and it's only a matter of time before they find one.


























