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naiive
Whale looking at the #BTC dip https://t.co/LcUi5tWh9C
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Brandon Beylo
Another example of major auto OEMs waking up to the fact that EVs are not economical ... yet.

This means:

• More ICE cars
• More Plug-in Hybrids

And most importantly ...

More PGM demand 📈

#PGMs https://t.co/PAeLEca8l3
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The Long Investor
I get a lot of emails from people wanting to learn Elliott Wave Theory and this is the best book to start with.

I have no affiliated to this book but have always recommended it https://t.co/3kvLruKPR4
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Giuliano
I will be pausing Sunday articles to force myself into finishing this.

My sense is that there are a lot of things we can benefit from. https://t.co/BenRaQHQAC
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Brandon Beylo
RT @TinInvestor: This 👇

S&P materials weighting is 2.4% and even that is mostly a bunch of chemical cos

You can count on one hand the number of mining companies in the index

Though maybe it’s a tree falling in the forest and we never get fund flows because index huggers don’t have to own them

Fascinating to see how the S&P 500 has shifted sector weighting over time.

Take a look at Energy & Materials.

During the 1970s Inflationary Regime, Energy & Materials comprised 30%+ of the S&P 500.

Today, it's 6%.

What happens if fund flows shift again?
- Brandon Beylo
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Antonio Linares
$SPOT regaining the 3 handle. https://t.co/kVKnwMwJY2
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 Q-Cap 
$META All time highs will never be boring https://t.co/pmOI4hgpuI
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The Long Investor
A potential Low Risk 20-30% gain

Is far superior to a

Potential High Risk 70-100% gain.
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Brandon Beylo
I will say this again.

This #tin chart is one of the most bullish developments in commodities.

Read my Tin Industry Deep Dive in the reply below.

$AFM.V $MLX https://t.co/2jSIKmP7E5
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