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Brandon Beylo
Asking mining CEOs if they ever plan on generating cash for shareholders https://t.co/fFkahA1xPQ
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Brandon Beylo
Silver has that look like it wants to rip.

Which makes sense given that we're likely headed for another rate cut.

And rate cuts are very bullish for silver.

The last three instances:

• +412%
• +441%
• +143%

Got silver?

H/t @peter_krauth

#silver
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Brandon Beylo
RT @KonnertM: The set up for silver is very good. This time is different from the last. The record deficit continues to grow. EV and solar demand is extreme and mine supply can’t/wont catch up, and available above ground supply is diminishing.

Silver has that look like it wants to rip.

Which makes sense given that we're likely headed for another rate cut.

And rate cuts are very bullish for silver.

The last three instances:

• +412%
• +441%
• +143%

Got silver?

H/t @peter_krauth

#silver
- Brandon Beylo
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Brandon Beylo
Yet ANOTHER major auto OEM shutting down EV production.

Audi experienced “falling orders” and “high production costs.”

Amazing what happens when you remove subsidies and let consumers decide.

ICE vehicles will be around MUCH LONGER than we thought.

Can’t get enough #PGMs! https://t.co/Emch9lX7Fr
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Brandon Beylo
I’m excited to get @evantindell on the podcast tomorrow.

Can’t believe I haven’t had him on before.

We’re gonna talk stocks, tennis, hedge funds, running money, and more.

What questions do you have for Evan?
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Brandon Beylo
Gold and silver this morning.

#gold #silver https://t.co/tWUuoLKHmR
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Brandon Beylo
Loved this piece from @iancassel on How To Find Ideas.

You can "find ideas" through screens, brute force (starting with the A's), and reading everything.

Or

You can let ideas "find you" through Networking and Relationships

Try to have more ideas "Find You."
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Brandon Beylo
Alright, guys.

Two quarters in the books, two to go.

What are your wildest market predictions for 2H 2024??
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Brandon Beylo
I hope you guys enjoy my podcast with @evantindell.

We spent over an hour discussing:

• Investor Psychology
• Using biases as idea generation
• Position sizing
• Shorting $COST
• Lessons from poker
• Japanese small caps

And more!

https://t.co/2iLE3UDznC
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Brandon Beylo
You will never forget where you were today. https://t.co/EgFLAiYQl9
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