Wrapor - Kay McEllin

A couple of shout-outs and recommendations for anyone serious invested in metals and mining.

This is real, in case you were wondering.... xitter.cf/MichaelEMann/s

One more

Beautiful weekend in the woods as spring has sprung. Turkeys eluded me, but managed to get some gardening in.

While the spike came on the announcement, two things are obvious: Warsh was no great surprise to the market. Warsh was nothing more than an excuse to spring a trap already set up via margin hikes, etc.

My thoughts on this amazing move in the metals, from the Metals Investor Forum this past weekend. "Two Years In - How Much More to Go?" Brien Lundin presents at the Janua... youtu.be/S88zBDI9ljo?si... via @YouTube

Whatever is is, or was, it wasn't metals-centric. Gold...silver...Bitcoin...Nasdaq and more all rolled over around 9:40 EST. X I can't find a news trigger — any ideas?

And this is why l've waited to update my charts in tomorrow's presentation.

And so it begins. Again.

How was your Saturday?

Quick answer is "Not anytime soon" ...but you'll have to watch this to see why. Rich Checkan and Brien Lundin Q&A | When Will This Gold Bull Market End? youtu.be/ ViposYOVCcA?si... via @YouTube

Apparently gold and silver are the ways to play the Bostic news. X Markets continue to price in the new rate-cutting cycle. Just wait until May draws near.

Good morning New Orleans. Welcome to the first full day of New Orleans '25. neworleansconference.com

See the bear attacks that capped the previous rallies? Looks like they might be capitulating today.

One of the underappreciated trends in macroeconomics is the amazing increase in productivity in agriculture and oil production over the 20th century.

Dinner for me🥰