Brandon Beylo
Stansberry is officially shutting down their Gold Stock Analyst newsletter.

In other words, there's zero investor appetite for gold stocks.

Meanwhile, gold prices continue to make new all-time highs.

Gold miners will print cash at these prices, but nobody cares!

#gold
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Giuliano
Does it make sense for me to publish a 30-pages dive into natural selection and investing in my blog?

Could the format generate any friction?

(I will also include the PDF)
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Brandon Beylo
Rhodium is a key component of Platinum Group Metals (PGMs).

It's down 75% from its 2021 highs. But look at that base breakout.

PGMs are basing and heading higher.

ICE cars aren't dead, and hybrids/hydrogen need more PGMs.

Meanwhile, the miners trade for dirt cheap.

#PGMs https://t.co/DXft2GRqgL
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Brandon Beylo
Peter is one of the trading GOATs.

When he speaks, I listen.

Fortunately, he’s bullish silver :)

This (in yellow) is known as an area island. This is a powerful chart signal for high prices. $SLV #SILVER #TheLoneRangerandTonto https://t.co/t5wBieT5vb - Peter Brandt
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Brandon Beylo
I don't know who needs to hear this.

But there are no great businesses.

Only great bets.
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Brandon Beylo
Stanley Druckemiller thinks copper is a pretty simple story.

I obviously agree with him.

Here's the full quote:

"Copper is a pretty simple story. Takes about 12 years, greenfield to produce copper, and you got EVs, the grid, data centers, and believe it or not munitions.

These missiles all got enough copper in them and the world’s getting hot that we just think the supply-demand situation is incredible for the next five or six years."

Ivanhoe Mines CEO @robert_ivanhoe said something very similar in a recent interview (emphasis mine):

"We have two competing tribes. One tribe says 'I want to save the world, I'm green, I need cobalt, nickel, platinum, or palladium'. The other tribe says 'Holy shit, the Army/Navy wants these metals for national defense.'

The intensity of metal demand in conflict is beyond your wildest imagination. In WWI you needed a telescope to see the price of copper." "So we're heading to a world where both tribes have a strong demand for more metals. We're balkanizing the world into two camps, and it's tearing the global supply chains apart."

When two industry GOATs start saying the same thing, it's time to listen.

#copper
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Brandon Beylo
Now I know why George Soros is the trading GOAT.

The dude had a 30% win rate.

So, by the 6th trade, he had a 180% chance of making a profit.

Gosh, I've been doing this all wrong.

in case youtube takes it down https://t.co/wuMahKrrTs - yan
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Brandon Beylo
RT @hkuppy: Wow!! More signs of a bottom in gold miners…

Stansberry is officially shutting down their Gold Stock Analyst newsletter.

In other words, there's zero investor appetite for gold stocks.

Meanwhile, gold prices continue to make new all-time highs.

Gold miners will print cash at these prices, but nobody cares!

#gold - Brandon Beylo
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Brandon Beylo
RT @shinystocks: Mining isn’t cool, you can’t attract young people etc. & also unloved as investment. But things CAN change.

Stansberry is officially shutting down their Gold Stock Analyst newsletter.

In other words, there's zero investor appetite for gold stocks.

Meanwhile, gold prices continue to make new all-time highs.

Gold miners will print cash at these prices, but nobody cares!

#gold - Brandon Beylo
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 Q-Cap 
The most dangerous page on the internet https://t.co/qZrQ2K6RLl
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Giuliano
The Wealth of Nations is the most important book in economics.

Here are some of my main takeaways: https://t.co/UqG6BcD0QU
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