⁠Brandon Beylo
You will never forget where you were today. https://t.co/EgFLAiYQl9
tweet

⁠Brandon Beylo
RT @AyusoValue: When I was asked about top picks for 2024 by @marketplunger1 I highlighted $NGEX & $FIL.TO.

$NGEX did it pretty well and I sold above where it is now, and now $FIL.TO is rumoured to be acquired by Lundins and $BHP …

😉

https://t.co/dkeTNd3sF9
tweet

⁠Brandon Beylo
Reading this book this weekend and it got me thinking.

What is your favorite Distressed Idea currently?

And why will it work? https://t.co/QTXu2KvsjU
tweet

⁠Brandon Beylo
Is the tide finally turning on oil and gas?

Stanford keeping its ties to the Fossil Fuel industry.

Their reason?

“For the foreseeable future, the search for next-generation solutions to the climate crisis may involve fossil fuel industry data, partners, and resources.”

#oil
tweet

⁠Brandon Beylo
RT @marketplunger1: We are at Commodity Cycle Lows in:

• Precious Metals: 4x below cycle highs

• Energy: ~3.5x below cycle highs

• Base Metals: 4x below cycle highs

The next decade will be tremendous for commodities, base metals, and precious metals.

#commodities
tweet

⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Investment & Stock Market Quotes 📝💭

1. “Investing is a business of probabilities, not certainties.” -Benjamin Graham

2. “The biggest risk is not taking any risk.” -Mark Zuckerberg

3. “The best time to buy is when there's blood in the streets.” -Baron Rothschild

4. “Price is what you pay. Value is what you get.” -Warren Buffett

5. “Invest for the long haul. It's the best way to tame the market's volatility.” -Peter Lynch

6. “The stock market is a device for transferring money from the impatient to the patient.” -Warren Buffett

7. “The four most dangerous words in investing are: 'This time it's different.'” -Sir John Templeton

8. “If you can't bear the thought of losing 50% of your portfolio, then you shouldn't be in the stock market.” -Mohnish Pabrai

9. “The most important thing is to understand what you're investing in and why.” -Nick Sleep

10. “Investing is not about being brilliant, it's about being consistent.” -Unknown

#stocks #investing
tweet

⁠Brandon Beylo
Wow, so there it is.

Confirmed breakout in gold to $2,450/oz.

Measured move from here is ~$2,575/oz.

There are a lot of gold miners who make stupid money at these gold prices.

Got #gold?
tweet

⁠Brandon Beylo
Thank you for listening to some deep tracks on Value Hive, Michael!

For those interested, check out the episode here 👇
https://t.co/SYCF1XIpYm

Listened to @PaulAndreola on @marketplunger1 podcast from 2022. Still gold full of nuggets. Biggest kudos is that Paul does the work and turns every stone. I’ve learned a lot from him. - Michael
tweet

⁠Brandon Beylo
Vibe Shift 2024.

BREAKING: Microsoft has reportedly laid off its internal DEI team. - Leading Report
tweet

⁠Brandon Beylo
We know that junior gold and silver miners have underperformed their respective commodity prices.

But that's about to change.

Pay attention to these two ratio charts:

$GDXJ / $GC!

and

$SILJ / $SLV

Junior miners are on the verge of a major breakout. https://t.co/DGszJWwybl
tweet

⁠Brandon Beylo
Precious Metals and Bitcoin.

Then, play the derivatives of both:

• Junior/senior miners
• Developers
• Crypto-adjacent companies like $SQ

Disclosure: Talking my book on everything above.

Trump and Vance are going to TRASH the dollar in 2025.

What kinds of trades work in a weak dollar environment?

I can't be the only person saying this. - Jared Dillian
tweet

⁠Brandon Beylo
Stanley Druckenmiller's Latest 13F is here.

Remember, this is The Druck, so these 13Fs mean almost nothing.

But it's still fun to watch The 🐐 work.

Exhibit A: The dude made $IWM calls his largest position at 15%.

And now $IWM is ripping.

Druck is a legend. https://t.co/cRtLxtIrRO
tweet