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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.
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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 tweet
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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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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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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?
tweet
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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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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."
tweet
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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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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
tweet
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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
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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
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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
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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
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