Resource Bull

Trump tacitly admitted defeat on 60 Minutes last night. Iran and the Dems cooked him. He sounds like he is conciliatory mood. Rates to drop like a rock. Oil done. Gold to rip. (Will delete if wrong)

What are some smaller mid-cap gold or silver producers that absolutely killed it in Q3 but are still trading like crap?

A lot of retail investors getting into private equity, meaning that they are keeping their equity (losses) private.

$NEM and others green today. I think people are waking up to the fact that the Woke Money Printer just got turned on.

Good time to allocate more to gold miners, guys? G Mining was under 30 just the other day.

Excited for the DSA gold miner rally. Socialists love dilution

Claude code just saved me $953 due to a contractor error it noticed on an furnace install invoice

From a book about IBM. This is around 1963 when IBM was rolling out its new System 360 computers. Sounds familiar to today’s hyperscalers—cash flow problems and share issuance

I love 9.9%s $HBM

Who’s ready for the generational run in Playboy? $PLBY

I’m getting wrecked in the gold mining and royalty trade too, but it’s only 15% of my portfolio. And the companies that I own are top notch — I’ll be buying more shares when the dust settles. This is how I sleep at night owning AMEX Gold, G mining, Banyan, Heliostar etc

Xerox trading like well....Xerox $XRX (Glad I sold a few months ago. Would've gotten "Braziled"

I was on Match.com in 2005 and my friends made fun of me for it. Today, when I tell people I use AI all the time, they give me that skeptical look We are so early

I think one Sphere costs about $2 billion —do you think a junior mining co with a $200m market cap will get $1 billion to build a mine in the middle of nowhere in the face of massive opposition?

Everything this guy touches turns to gold - Paul Matysek $FMAN.V

Get a hardcopy Financial Times each weekend. Go into debt if you have to.

Hemlo Mining $HMMC.TO (never heard of it) Gold producer bought mine from Barrick; 121koz Au 2025 1H26 53koz at $2150 AISC Capacity to increase output at mill 75% institutional ownership; exploring US listing look for updated MRE

You have a consumer that is not eating, drinking, or buying houses...and my portfolio reflects that.

Had AI analyze portfolio: -Significant exposure to resources and physical assets. -Industrial infrastructure and equipment businesses. -Semiconductor and AI-related exposure. -A smaller collection of healthcare, software and information biz. -Substantial liquidity available

Who else bought the $ALB and $UUUU dips? Dumpster diving at its finest