Founder of Vaapad Capital. The only trader on X publicly mirroring his IBKR balance & trades in real time. Not investment advice. Non sine periculo. ↓
Deutschland
Joined January 2018
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Silver 1802 real, official inflation data
I see $500 in 2027
and $1000 in 2028
In the previous centuries the value wasn't coupled to energy as it is beginning now. The competition between monetary and technological value will lead to the greatest rise in its history. This unique situation happens only once in a civilizational development. The coming rise will pave the way for the enormous amounts of silver needed for the technological age. Monetary value will see the last big glow up in the coming years and will then be ousted by gold. And much later by nothing once abundance has arrived.
This chart is useless because it's based on the 5-year expected earnings growth. Because of the AI bubble those expectations are immensely inflated. Just them correcting through massive revisions or reality kicking in would bring this ratio back in line. It's a sign of a bubble and not a sign of the market being cheap. But it gives the bulls an excuse to crank valuations to an even more extreme level in the short term.
Yes, it's a late cycle pick, others will capture the leverage earlier, hycroft will be a dog, later in the cycle they could develop into the turbo option and make up for it.
US is preparing to invade Iran. But the Russians will not play ball with this. They might agree to this deal but the moment the US invades Iran they will invade Ukraine and China will also not be a bystander in this. People read this as deescalation but it is in fact one of the greatest escalatory steps so far.
BREAKING: Trump administration proposes allowing Russia to sell large amounts of natural gas to Europe, offering Putin billions in revenue, with envoys Jared Kushner and Steve Witkoff arguing Ukraine should now consider restarting all pipelines that used to carry it, per the NYT.
The same envoys are weighing the release of up to $100 billion in frozen Russian sovereign assets as an upfront incentive for a limited ceasefire. European officials rejected that outright.
Assets, diesel sanctions, and now pipeline gas.
The Dollar has been badly weakened by the geostrategic loss of oil in the Middle East. The US elite will let Europe collapse in an attempt to prop up the Dollar with the capital fleeing Europe.
Like a body suffering severe blood loss, they redirect blood from the extremities to the core to stabilize blood pressure, cutting off the supply to nonessential organs—such as Europe. Other vassals will follow as US sovereign default draws closer.
Pray for the world and act while you can still decouple. Eventually, they will do it for you—and without warning.
The only way out of this is a world war. They're going to lead us to the slaughter once again. You can either smile and carry on as usual, or you can do something about it. Anyone who thinks this can be resolved without a war is either naive, doesn't have the guts, or is downright stupid. It can be resolved without one but that would mean to take back the power.
This is not 1980... Don't sell your gold.
Back then, US debt to GDP was ~30%, which enabled Volcker to hike rates aggressively to kill inflation.
But inflation wasn't the only thing he killed... He also plunged the US into a recession.
Today, with debt to GDP above 100% and deficits running at 6% of GDP, the US can afford neither a recession nor sustained higher rates.
In a recession, deficits blow out to 7-10% of GDP... at a time when foreign investors are increasingly unwilling to fund endless US deficits...
Forcing the Fed to let the money printer go wild.
Warsh can talk tough like Volcker, but the fiscal situation will force him to inflate the debt away...
So that a future Volcker can eventually hike rates to kill inflation.
Until that happens, we don't own enough gold for what's coming.
You'd have to be pretty clueless not to take a position here. The stock's relative strength is impossible to miss, and a revaluation is just around the corner. Anyone who believes in silver has found the fastest and safest bet here. So undervalued. Silver doesn't even need to rise for them to succeed. The execution alone is worth 3X. $HSLV.NE
Construction decision approaches @HighlanderAg. Largest fully permitted #Silver project globally $HSLV
#Peru #Fujimori
1920 - 1950
This time, gold miners will far exceed their stellar performance during the crash of the 1930s. It will be a hyperinflationary crash, not a hyperdeflationary one. And they will revalue gold as they did in 1934, but this time, not merely doubling its price, but increasing it fivefold or more. Gold and silver miners will print 50-1000X, we haven't even started.
Namib Minerals Completes Commissioning of Expanded Milling Plant at How Mine. 55,000 tonnes capacity, a 36% upgrade.
namibminerals.com/investors/…
2 mines in operation end of the year. And a third one will follow later. All three brownfield mines with proven economics and resources. I've added more shares after the pullback. $NAMM
