Fund Manager AG Capital Value Flexible fund; Director of Value Asset Management (Pty.) Ltd. ; Elliottwave chartist, father of 3 ; tweets are not advice.
Cape Town
Joined March 2014
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Rod Lowe retweeted
1/3 Gold is in a 5th and final primary wave.
It has broken above the long term trendline and may be developing a 5th wave extension.
I honestly do not know how much further. $3400 was my target, but higher seems possible. We may just have to take this one step at a time.
Rod Lowe retweeted
At some point we will get a correction in the gold market. The trolls will of course lose their mind and find some way to extrapolate this into losses. But as any of you who have been following me know I've been trying to get people to buy for weeks and weeks.
A short term correction is normal. Look at the chart below of the miners during the last intermediate run and you will see 5 short term corrections. None of them were the start of an intermediate degree pullback. They were just short term pullbacks to clear sentiment and set the stage for the next leg up.
Ignore the dumb money that will be panicking when our first pullback gets underway. These people still have a lot to learn about how markets behave, and especially how bull markets behave.
The first pullback will be a buying opportunity for anyone who has either gotten left at the station, or has more capital to put to work.
Rod Lowe retweeted
The comex had ZERO deliveries on a #silver smash day. The LBMA had 460. It’s remarkable people think this is a legit market and can’t see the manipulation. This game is coming to an end and silver will be gone and revalued soon. #silversqueeze
Rod Lowe retweeted
There is a 683 million ounce paper #silver naked short. The most important strategic metal on earth is still 60 percent of all time high from 1980. 70 percent of Ag mined comes as a byproduct from mining other metals. How can you turn on production? #silversqueeze
Rod Lowe retweeted
CC2024
No change at the top. Leaders entrenching themselves.
Need some big M&A deals to shift the balance.
Rod Lowe retweeted
#SILVER NEW SOLID STATE BATTERY REQUIRES 1 KG OF SILVER. DON'T WORRY. NO ONE WILL WANT 600 MILES CHARGING IN ONLY 9 MINUTES, AND IT WILL ONLY CONSUME 67% OF THE WORLD SILVER PRODUCTION.
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Rod Lowe retweeted
What if I told you that junior gold miners have outperformed the Nasdaq 100 over the past year?
This industry is so despised that people have a hard time believing it until they see the data.
Rod Lowe retweeted
Silver having recovered monthly losses entirely looks very bullish. Silver's $40 price is coming very soon...
Rod Lowe retweeted
CC2024
A little over 10 weeks to go. Bjorn still has a 5% margin over Rod and a 13% lead over Yaakov who is back in the running after Renergen’s big leap this week. Brad and Ryan still being held up by their Bells 😁
Rod Lowe retweeted
BREAKING: The US government deficit hit a massive $1.5 trillion in the first 10 months FY 2024, according to the Treasury Department.
In July alone, the US deficit spending reached a whopping $244 billion.
Total outlays came in at $5.6 trillion and total receipts were $5.6 trillion over the last 10 months.
Social Security was the largest expenditure amounting to $1.2 trillion.
Net interest was the second largest cost, exceeding health, Medicare, and national defense expenses.
Government spending remains at crisis levels.
Rod Lowe retweeted
$JSESOL trading statement brought the price into the middle of my expected buy range of 120-130. Positive divergence has been building since DEC on the daily chart.
New leadership and Middle East escalation could turn sentiment on this share around.
Long 6-12m Buy here above 114.
Rod Lowe retweeted
CC2024
In a market where everything is falling in a heap, our leaders are holding their gains.
New leader - Bjorn Ruppelt, 5% above Yaakov whose Renergen holding him back. 4 of the top 5 hold Bell.
Karooooooooooo also making an appearance. Been creeping up.
Rod Lowe retweeted
Fresnillo PLC (the largest primary Silver miner) reported EBITDA of $544MM vs. $351MM & Operating Cash Flow of $547MM vs $322MM; (UK listed companies report half year earnings; this is a blend between Q1 & Q2): Silver prices are 10% higher now. Quality miners cash flows are exploding. The stock is trading at 5x annualized cash flow. Not investment advice; do your own due diligence.
Rod Lowe retweeted
BREAKING: Total US Federal debt has officially hit $35 trillion for the first time in history.
Since 2020, the US has now added ~$12 TRILLION in Federal debt.
In other words, the US has added an average of ~$280 BILLION of Federal debt EVERY MONTH since January 2020.
This means that the US now has ~$105,000 in Federal debt for every person living in the country.
All while deficit spending as a percentage of GDP is currently at World War 2 levels.
How can this possibly end well?
Rod Lowe retweeted
Wow, this article is outstanding. Excellent read. It should be on ZH. 🧐 @Crescat_Capital @crescatkevin @TaviCosta
crescat.net/the-bear-case-fo…
