The information here is delayed by a few months, members get the most recent content.Date Found: Sunday, 25 April 2021, 05:34:36 PM
Comment: @crescatkevin We believe it's the dawn of the Great Rotation where investors will be selling overvalued long duration financial assets and buying undervalued hard assets including scarce resource stocks with high near-term growth fundamentals. Rising inflation is self-reinforcing catalyst.
Date Found: Thursday, 29 April 2021, 05:16:22 PM
Comment: @BreesAnna Everyone is talking about #india #ivermectin - I’m not there and don’t feel I can comment. But I do know it was quiet and under control before they started vaccinating two million people a day.
Date Found: Saturday, 01 May 2021, 10:50:53 PM
Comment: @TaviCosta Insane. 73% of the top 50 gold & silver miners are now profitable on a FCF basis. The highest level we've ever seen. One thing is clear: Miners continue to improve their margins, tighten up their cost structure, and generate more money than any other time in history.
Date Found: Sunday, 02 May 2021, 05:22:23 PM
Comment: Ooh so true!
Date Found: Wednesday, 05 May 2021, 06:04:08 PM
Comment: @TaviCosta How in the world can the Fed reverse its monetary policy when the US twin deficit is 25% of GDP.
Date Found: Friday, 07 May 2021, 07:33:01 PM
Comment: Buy backs growth up 200% - what idot is bearish!
Date Found: Thursday, 13 May 2021, 03:44:55 AM
Comment: @TaviCosta All this talk about Fed tightening…. but good luck trying to unwind this: Corporate debt still at historic levels while bond yields remains near all-time lows. All product of easy money.
Date Found: Sunday, 16 May 2021, 06:33:26 PM
Comment: @crescatkevin Note how gold exploration stocks tend to follow changing inflation expectations. Should be exciting times ahead for the premier juniors starting from today’s depressed valuations.
Date Found: Sunday, 16 May 2021, 07:26:31 PM
Comment: Target $200,000 for BTC (middle of the range)
Date Found: Monday, 17 May 2021, 10:14:00 PM
Comment: @UPFINAcom It’s hard to go delinquent on a loan when there are stimulus programs, jobless benefits, high wages, and forbearance programs.
Date Found: Monday, 17 May 2021, 10:21:18 PM
Comment: @LynAldenContact There can be tons of inflation without bank lending, like the 1940s. It involves fiscal spending going around the bank lending channel.
Date Found: Wednesday, 19 May 2021, 02:26:16 AM
Comment: @OrdOracle Monthly XAU/Gold ratio could be breaking out. This implies a surge in $XAU along with $GDX and $HUI in the coming weeks
Date Found: Wednesday, 19 May 2021, 11:30:02 PM
Comment: @RaoulGMI BTC now vs 2017...
Date Found: Wednesday, 19 May 2021, 11:31:34 PM
Comment: @RaoulGMI These might be useful for you... BTC now vs 2013.
Date Found: Monday, 24 May 2021, 06:17:13 PM
Comment: Valutations are Hot!
Original Post: https://ift.tt/2WFOFfN
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