Kevin C. Smith, CFA @crescatkevin
Hedge fund manager: global macro, long/short equity, activist metals. Wage-price spirals are not transitory. https://t.co/ptnKKXA96X crescat.net/disclosures Denver, Colorado Joined May 2012-
Tweets8K
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Now is not the time to stand in the way of this long-awaited historical breakout, in my view. With gold prices at these levels, mining companies are likely to become true cash-flow machines. Newmont's earnings release today was just a glimpse of what's to come.
Why do value stocks outperform growth stocks? Since 1990, growth stocks have traded at an avg. valuation premium of 90% compared to value stocks. Investors pay higher prices for growth stocks in anticipation of higher earnings growth rates. Unfortunately, this expectation has…
A valuable lesson from the 70s that is particularly relevant in a day like today: Gold and commodities consistently outperformed while tech stocks endured numerous setbacks. Although this dynamic appears to be unthinkable today, keep in mind that markets often defy…
This chart is fascinating. Gold miners, arguably the most hated industry in today's markets, are also at their most undervalued state in 40 years based on their price-to-net-asset-value ratio. I call this the perfect storm.
This chart from Goldman Sachs is eye-opening: Asset-heavy stocks have underperformed a great deal. Given the accelerating pace of innovation so apparent all around us, it’s tough to suggest that investors should shun capital-light industries that continue to compound such…
Buy low and sell high. Natural gas is currently re-testing the lows of its prior 7 major bottoms. If you ask me, time to step in.
"Jacks for openers". 😀Nice one, Larry.
"Jacks for openers". 😀Nice one, Larry.
Crescat's Live Market Call x.com/i/broadcasts/1…
$ALEX.V announces final assay results including 5m at 11.03g/t gold at Aburna. Alpha has now completed the first phase of a planned 20,000m, 2024 drilling program at Aburna. alpha-exploration.com/wp-content/upl…
Live at 2pm ET! Crescat returns with our latest Friday installment of our live market calls! Catch up with Crescat and this weeks market moves & subscribe to be notifies of future live streams 🌟 @crescatkevin @TaviCosta youtube.com/live/yxTMW6Y0p…
$LIO.V drills 448.98g/t, 202.34g/t and 108.5g/t gold at Tuvatu. Provides operations update to mining at Tuvatu. liononemetals.com/news/news-rele…
$PUMA.V launches drone high-resolution magnetic survey at Williams Brook. The survey will help map the lithology and structural features that control gold mineralization at the Lynx Gold Zone and translate that data to its extension along the Lynx Gold Trend.…
$SGD.V consolidates 100% of its Einarson project and acquires adjacent gold target with historical drill result of 9.7 g/t gold over 38.7m. Recent staking bolsters Snowline’s Yukon land position by 22,000 ha to >360,000 ha (>3,600 km2), with expansions to its Rogue and Einarson…
Timberline announces acquisition by McEwen Mining. “This is a good ending for this story, I think it has ended up in good hands.” – Quinton Hennigh looks ahead at what will become to Timberline and how he believes this impacts the current market #goldinvesting…
*ACTIVIST ELLIOTT SAID TO BUILD $1 BILLION ANGLO AMERICAN STAKE - Bloomberg. *Someone read "When Markets Speak." Anglo American plc is a British multinational mining company with headquarters in London, England. It is the world's largest producer of platinum, with around 40% of…
Barron's Gold mining / gold ratio (Weekly) 1938 - Today (April 24) how cheap are the mines ! #gold #barrons #mining #mines #producers #developers #exploration #preciousmetals #metals #silver #precious
A comprehensive analysis of BHP's all-share bid for Anglo American.
“I would be careful with equities that have been historically expensive…” - @TaviCosta breaks down NASDAQ vs. Treasuries over the last few years and what this may mean for the market. Subscribe to our YouTube to get reminded of our Friday live streams each week 👇…
$NVX.V reports strong surface samples. 5440g/t Ag and 1.26% Cu, and 14.4g/t Au at Root Spring project. nvgoldcorp.com/news/nv-gold-c…
For those who appreciate key technical levels: The US yield curve steepener trade is on the verge of a significant breakout, and if it comes to fruition, I see considerable potential for upside. To put this into historical perspective: While the spread between 2 vs 30-year…
Otavio (Tavi) Costa @TaviCosta
221K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1A
Luke Gromen @LukeGromen
251K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Peter Spina ⚒ GoldS.. @goldseek
63K Followers 333 Following In Gold There Is Truth | Since 1995, President of https://t.co/m2pGqAgHio @GoldSeekcom ⚒ https://t.co/GKUACW2nF2 @SilverSeekcom ⚒ Gold + Silver Maximalist
David Brady @GlobalProTrader
83K Followers 14K Following CFA holder, ex FX trader, money manager Contributor to https://t.co/NMwZcX92nQ Fund Advisor at https://t.co/St0TRfRWLt Author of The FIPEST Report at https://t.co/8YFJiYl7Fg
Ronnie Stoeferle @RonStoeferle
61K Followers 8K Following Fund Manager, Author of "In Gold we Trust report" & "Austrian School for Investors", Proud father of 3. Suffering fan of Rapid Wien Tweets ≠ investment advice
Daniel Lacalle @dlacalle_IA
147K Followers 13K Following PhD #Economist #Author. Chief Economist, Tressis. #Professor @IEbusiness #Advisor @frdelpino. YouTube: https://t.co/sjWtBdfIT7
Don Durrett - goldsto.. @DonDurrett
41K Followers 1K Following Sharing information on gold/silver miners, along with macro data that impacts gold/silver. #gold #silver
Lance Roberts @LanceRoberts
83K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
Lawrence McDonald @Convertbond
119K Followers 14K Following NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
Jesse Felder @jessefelder
165K Followers 119 Following "I'm just lookin' for clues at the scene of the crime..."
Michael A. Arouet @MichaelAArouet
75K Followers 767 Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.
Rob Kientz | Gold Sil.. @goldsilver_pros
47K Followers 214 Following 🔶 GSPros Bullion Store Owner | Texas 🎙️ Weekly videos on Macroeconomics, Freedom, and Precious Metals Markets.
RJR Capital @RJRCapital
48K Followers 2K Following I'm here to learn and hopefully help retail investors protect & grow capital. Not investment advice. Do your own research. Also fishing. Fishing is good.
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
TheHappyHawaiian @ThHappyHawaiian
35K Followers 596 Following I’m buying silver, platinum, uranium, oil, and metals for the trades of the decade. I don’t live in Hawaii, just enjoy it immensely! Personal opinions only!
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Christophe Barraud�.. @C_Barraud
183K Followers 342 Following CEO and Sales Manager at Market Securities Monaco SAM | Chief Economist | PhD | Bloomberg 🇺🇸 🇪🇺 🇨🇳 "Top Forecaster" for several years | RT ≠ endorsement
Lobo Tiggre @duediligenceguy
32K Followers 133 Following Speculator. Analyst. Author of independent due diligence reports. Free, no-spam, no-hype weekly digest available only here. 👇
محمد دهنو | m.. @mhmdmhry5
103 Followers 99 Following سرمایه گذار | اشتباهکننده حرفهایی! | درونگرای برونگرا... #بورس #اقتصاد
Strivetoprevise @strivetoprevise
147 Followers 2K Following 20 years in finance. M&A, Event Driven and L/S Equities.
Monkeyoney @monkeyoney
1 Followers 165 Following
Alo @Hal90910
0 Followers 2K Following
gabriel @gabriel_argen
234 Followers 4K Following
duna @duna167780
23 Followers 75 Following
Brian Winges @wing60487
21 Followers 38 Following
Dave Chenet @DWillChenet
38 Followers 416 Following
Twc06 @Twc061963
4 Followers 16 Following
golightspeed @golightspeed
221 Followers 779 Following
katydid @xu159411209
190 Followers 5K Following We accept orders from all over the world Wechat：gg15941
Christopher Wong @goldenhillwong
189 Followers 1K Following
Hiek @Hiek
13 Followers 42 Following
crypto daily @Tradec27Daily
68 Followers 390 Following Crypto/NFTs/Investor&Trader.personal views and opinions only
Cadmo Cotta @cadmo_cotta
30 Followers 427 Following
Himanshu jain @himanshusurat1
376 Followers 3K Following CA, CFA(US)L2 , FRM(US)L2 ..Building finportal..Investing across asset classes. Equity (US & India) | Fof ( china) | Startups | Debt on lending platforms| Bonds
Marko Nedic @nedicm
16 Followers 29 Following
Sohail Ahmad @Sohailakhoon
40 Followers 1K Following Passionate about current affairs, Politics, the economy, and good governance. Committed to understanding the forces shaping our society and businesses.
Matthew Reichek @MatthewRei52953
23 Followers 49 Following
Z @z382618314
32 Followers 661 Following
Dim Victory @Of_Dim_V
32 Followers 96 Following
Brave Neo @NeoBrave50705
26 Followers 189 Following
Boring_Business @BoringBiz_
6K Followers 314 Following private equity, credit, venture capital. personal views only. no courses. background in banking & buyside. purchasing SMBs
Lyrics @qianyounet
17 Followers 321 Following
القشلان @zeyad_elkashlan
61 Followers 119 Following
Explorador Libertario.. @DurinLiberty
26 Followers 298 Following Libertad | Socrático y Ancap 💛🖤. Economía y Filosofía. Anti-totalitarismo. Derecho Natural 🗽Dinero Solido 🪙
Tianxiao Hu @sunflower3579
53 Followers 93 Following
Elimelech Kornbluth @simplyexplaind
110 Followers 448 Following
simpletrading @simpletrad17722
411 Followers 7K Following
Robert Leck @robert76886
2 Followers 4 Following
Oak Grove Capital @Oakgrovecapital
165 Followers 1K Following Oak Grove aims to disrupt traditional WM practice. We prioritize growing investors' AUM by outperforming markets, not our AUM by adding new accounts.
Jorge Orvananos - GFR @GFR_Jorge
90 Followers 295 Following Quant Research Think Tank established in 2010. Stock Model uses 4 parameters to analyze the trend of a stock: RISK, LIQUIDITY, POSITIONING, and TECHNICALS.
Anise Khan @AniseKhan3
6 Followers 156 Following
Jaldeep Bhatt @jaldeep_bhatt
207 Followers 5K Following Technology, Finance, Stocks, Investment, news, Gann, philosophy, science, astrology, etc.Longlist.Tryin 2b jack of all, too lazy 2b Masterof1.
Goldbug Barry @fgdaddy1981
346 Followers 1K Following Capitalism will win the day. Don't believe me, look at history.
Rajesh Agrawal @RkagrarawaGm
69 Followers 1K Following
Lakeisha Johnson @LakeishaJo84274
0 Followers 958 Following
Houman @HoumanDe
33 Followers 1K Following
Jeffery Yu, CFA @Intuition_CM
67 Followers 853 Following
🇮🇳V143 @P143143143v
36 Followers 4K Following I am not into any political, personal, global wars , conflicts with anyone ❤️❤️❤️❤️❤️❤️ Indian 🇮🇳fan of modiji 😊😊
John Deniz @Paragon_FM
269 Followers 94 Following
@madronapartners @madronapartners
428 Followers 332 Following Strategist, Madrona Partners, Abu Dhabi Investment Authority 2007 - 2012, 20 yrs buy-side, global equities,commodities, hedge funds
Stock Trends Portfoli.. @trendsportfolio
40 Followers 27 Following Stock Trends Model Portfolios help investors manage risk, gain confidence, and simplify decision-making to stay in sync with the market.
Y @cristnna
1K Followers 260 Following Travel ✈️ |Beach 🌊|Yoga 🧘♀️|Love to read 📚|Hardworking person|Like to explore and experience new things|#windenergy|#travel🇺🇸
Otavio (Tavi) Costa @TaviCosta
221K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1A
Luke Gromen @LukeGromen
251K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Adam Taggart @menlobear
79K Followers 166 Following Founder & host of Thoughtful Money Media inquires: [email protected]
David Rosenberg @EconguyRosie
261K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
Patrick Karim @badcharts1
86K Followers 61 Following Chart trader. Scientific "weight of evidence" market analysis incorporating risk & money management. Sound money advocate.
Peter Spina ⚒ GoldS.. @goldseek
63K Followers 333 Following In Gold There Is Truth | Since 1995, President of https://t.co/m2pGqAgHio @GoldSeekcom ⚒ https://t.co/GKUACW2nF2 @SilverSeekcom ⚒ Gold + Silver Maximalist
Graddhy - Commodities.. @graddhybpc
67K Followers 19 Following 29y in markets, commodities sector investor/swing trader, unique combination of cycles + technicals = leading charting & edge, 20y in mgmt consulting
David Brady @GlobalProTrader
83K Followers 14K Following CFA holder, ex FX trader, money manager Contributor to https://t.co/NMwZcX92nQ Fund Advisor at https://t.co/St0TRfRWLt Author of The FIPEST Report at https://t.co/8YFJiYl7Fg
Ronnie Stoeferle @RonStoeferle
61K Followers 8K Following Fund Manager, Author of "In Gold we Trust report" & "Austrian School for Investors", Proud father of 3. Suffering fan of Rapid Wien Tweets ≠ investment advice
Northstar @NorthstarCharts
88K Followers 650 Following Military meteorologist. Applying scientific, predictive principles to forecast market movements. Macro economics & trading. A picture paints a thousand words.
Daniel Lacalle @dlacalle_IA
147K Followers 13K Following PhD #Economist #Author. Chief Economist, Tressis. #Professor @IEbusiness #Advisor @frdelpino. YouTube: https://t.co/sjWtBdfIT7
Don Durrett - goldsto.. @DonDurrett
41K Followers 1K Following Sharing information on gold/silver miners, along with macro data that impacts gold/silver. #gold #silver
Lance Roberts @LanceRoberts
83K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
Lawrence McDonald @Convertbond
119K Followers 14K Following NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
Jesse Felder @jessefelder
165K Followers 119 Following "I'm just lookin' for clues at the scene of the crime..."
Grant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
Michael A. Arouet @MichaelAArouet
75K Followers 767 Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.
Rob Kientz | Gold Sil.. @goldsilver_pros
47K Followers 214 Following 🔶 GSPros Bullion Store Owner | Texas 🎙️ Weekly videos on Macroeconomics, Freedom, and Precious Metals Markets.
TF Metals Report @TFMetals
67K Followers 33 Following Turd Ferguson is NOT a soothsayer, a psychic or a witch. After all these years, he simply has a decent handle on the gold and silver markets.
StockCats @RealStockCats
6K Followers 562 Following StockCats new account - Instincts - Specializing in market satire - FinTwit - Financial Media Critic - Never take investing advice from your neighbor's cat
Marko Bjegovic @MBjegovic
8K Followers 114 Following Founder/CEO of Arkomina | Investor | Macroeconomist | Stock Picker | Not investment advice (see disclaimer) | Newsletter: https://t.co/9NRz67BK3k
Kevin Gordon @KevRGordon
1K Followers 160 Following Director, Senior Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/5libsyZoqZ
Semper Vigilantes @SemperVigilant1
2K Followers 3K Following Precious Metals, Banks, Commercial Real Estate, Economics, Data Science, Food. Not Financial Advice
Special Situations �.. @SpecialSitsNews
105K Followers 1K Following Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRx
Nick Colas & Jessica .. @DataTrekMB
13K Followers 857 Following Your daily guide to markets, data and disruption. Start a 2-week FREE trial on our site to receive one of Wall Street's most followed daily market commentaries!
Byron Wan @Byron_Wan
28K Followers 2K Following
Brett Harrington @Fogelhund
255 Followers 520 Following Investment Advisor @iaprivatewealth Managing through 4 pillars,; Risk mgmt, Debt mgmt, Asset Mgmt and Tax planning. Our money is power, ESG is your vote.
Financial Times @FT
5.9M Followers 1K Following Big stories and breaking news headlines as they are published on https://t.co/EYmAcRLBHv. Register here to access free articles: https://t.co/NRg2hritkA
Maverick Equity Resea.. @Maverick_Equity
7K Followers 996 Following Independent Investment Researcher & Investor: stocks, bonds & more 🇺🇸🇨🇭🇪🇺🇨🇦 Risk management & hedging. No hype and no advice. A Roger Federer fan ...
Seth Dillon @SethDillon
732K Followers 1K Following Trafficker in misinformation under the guise of satire.
Gary Savage @garysavage1
20K Followers 32 Following President of the smart money tracker investing newsletter.
Macro Twain @macrotwain
2K Followers 635 Following Global Macro PM. Treat my tweets as no more than a trader's journal "I'm not predicting, I'm observing"
Pingu Capital @PinguCapital
375 Followers 460 Following I run a small family office | My values: humility, integrity, courage, generosity, loyalty.
Trevor Smith @TrevorS83900601
9 Followers 25 Following
Cassandra B.C. @michaeljburryBC
41K Followers 0 Following
Value Theory @ValueInvestorAc
47K Followers 243 Following Buying wonderful businesses. Investing. Books. Free toolkit we use for finding wonderful stocks at Value Investor Academy: https://t.co/f2Hsnnhck6
Frank's Zone @Franks_Zone
12K Followers 754 Following Seeking Truth In A World Of Confusion. If you want to find the source of power, look at who is attempting to control the narrative.🇮🇹 🇨🇦
Rowan Cheung @rowancheung
497K Followers 377 Following Founder @therundownai. Sharing the latest developments in the world of artificial intelligence.
Demis Hassabis @demishassabis
357K Followers 125 Following Co-founder & CEO @GoogleDeepMind - working on AGI. Trying to understand the fundamental nature of reality. Also revolutionising drug discovery @IsomorphicLabs
Adam Back @adam3us
575K Followers 1K Following cypherpunk, cryptographer, privacy/ecash, inventor hashcash (used in Bitcoin mining) PhD Comp Sci https://t.co/jYwXPbfqZj Co-Founder/CEO https://t.co/CysB3cs7Pp
CleanTo2ndLien @CleanTo2ndLien
4K Followers 246 Following RE special sits originator focusing on top 25 MSAs
AI at Meta @AIatMeta
532K Followers 255 Following Together with the AI community, we are pushing the boundaries of what’s possible through open science to create a more connected world.
OpenAI @OpenAI
3.4M Followers 0 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6LgzPA
Kevin Patrick Murphy @sirbayes
42K Followers 334 Following Research Scientist at Google Brain / Deepmind. Interested in Bayesian Machine Learning.
Min Choi @minchoi
66K Followers 762 Following AI Educator. 𝕏 about AI, solutions and interesting things. Showing how to leverage AI in practical ways for you and your business.
Job @Jobsmiles4u
25 Followers 224 Following
Momentum @Momentopflop
750 Followers 295 Following Financial empowerment for Entrepreneurs & CEOs ↗️ 25y experience ➡️ Personal views, no advice 🇨🇭🇻🇪🇮🇹🇭🇺
Don Johnson @DonMiami3
26K Followers 450 Following An Internet Enigma | Chief Economist @macroedgeres | Inspiring People Daily | Macro Data & Commentary | Common Sense Advocate *parody
Andreas Steno Larsen @AndreasSteno
228K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.
Jim Reid @JimReid35
3K Followers 1K Following golf, cycling, cricket, skiing, liverpool fc, music, banking.... what a mix
Alex Cohen 🤠 @anothercohen
189K Followers 1K Following Having fun on the internet. Building something new. Side project: https://t.co/XmAstakS3p. Previously led consumer product @carbonhealth
Michael A. Gayed, CFA @leadlagreport
743K Followers 3K Following 5x Dow & Founders Award Winner. Risk-On/Off $RORO ETF, Junk-On/Off $JOJO ETF, & $ATACX Mutual Fund Portfolio Manager. Publisher Of The Lead-Lag Report.
ProvenReserves @ProvenReserves
3K Followers 478 Following Chapman - CPA. Masters of Taxation. Eagle Scout. #nuclear #uranium #oil #deepwater #steel #LNG
Kurt S. Altrichter, C.. @kurtsaltrichter
17K Followers 2K Following Financial Advisor for Wealth Builders and Entrepreneurs | Founder of Ivory Hill | Pension Advisor | RiskSIGNAL™ | https://t.co/djSE20syjz
Macro “KING LEEROY�.. @MacroTactical
23K Followers 1K Following Elite || markets are just positions. macro thinker. intraday cross asset. Simply Effective
Helion @Helion_Energy
38K Followers 18 Following Building the world's first fusion power plant, enabling a future with unlimited clean electricity.
Kashyap Sriram @kashyap286
13K Followers 504 Following Trader/Analyst | Ex - AAO Research, Independent Speculator, The Dollar Vigilante, Value Research Online. Gold, shipping, energy, crypto, tech. MBA - IIT Madras
Dr_Gingerballs @Dr_Gingerballs
16K Followers 295 Following Engineer. Researcher. Stonk Enjoyer. Shit poster. I collect data on options and stuff and post it on X.
Chris Sununu @GovChrisSununu
70K Followers 190 Following Official Twitter account of the Office of New Hampshire Governor Chris Sununu.
James Woods @RealJamesWoods
3.9M Followers 5K Following
David Agus @DavidAgus
37K Followers 1K Following Physician @EllisonInst | Professor @USC | @CBSNews contributor | The Book of Animal Secrets - out now
J Capital @JCap_Research
20K Followers 784 Following Activist short- and long-research shop publishing investigative reports on publicly traded companies. Look for @jcap_research, ahem, elsewhere.
Pod Caste @traderpodcaste
9K Followers 431 Following just a day trader. sometimes I make memes. sometimes I post charts. yes those videos are AI generated. 🏴☠️
Yann LeCun @ylecun
711K Followers 718 Following Professor at NYU. Chief AI Scientist at Meta. Researcher in AI, Machine Learning, Robotics, etc. ACM Turing Award Laureate.Now is not the time to stand in the way of this long-awaited historical breakout, in my view. With gold prices at these levels, mining companies are likely to become true cash-flow machines. Newmont's earnings release today was just a glimpse of what's to come.
Why do value stocks outperform growth stocks? Since 1990, growth stocks have traded at an avg. valuation premium of 90% compared to value stocks. Investors pay higher prices for growth stocks in anticipation of higher earnings growth rates. Unfortunately, this expectation has…
A valuable lesson from the 70s that is particularly relevant in a day like today: Gold and commodities consistently outperformed while tech stocks endured numerous setbacks. Although this dynamic appears to be unthinkable today, keep in mind that markets often defy…
This chart is fascinating. Gold miners, arguably the most hated industry in today's markets, are also at their most undervalued state in 40 years based on their price-to-net-asset-value ratio. I call this the perfect storm.
This chart from Goldman Sachs is eye-opening: Asset-heavy stocks have underperformed a great deal. Given the accelerating pace of innovation so apparent all around us, it’s tough to suggest that investors should shun capital-light industries that continue to compound such…
As long as AI systems are trained to reproduce human-generated data (e.g. text) and have no search/planning/reasoning capability, performance will saturate below or around human level. Furthermore, the amount of trials needed to reach that level will be far larger than the…
Interesting how in all these domains AI is asymptoting at roughly human performance - where's the AI zooming past us to superintelligence that Kurzweil etc. predicted/feared?
Buy low and sell high. Natural gas is currently re-testing the lows of its prior 7 major bottoms. If you ask me, time to step in.
@crescatkevin i stole it from Bill Murphy at Le Metropole!
@garysavage1 Gary, satisfied subscriber and admirer here. I think your trader training is missing how this sector trades. When deeply depressed and than breaking out 39% is jacks for openers. See 2016. somewhat true 2020 although different circumstances. I have short hedges on, but will…
$ALEX.V announces final assay results including 5m at 11.03g/t gold at Aburna. Alpha has now completed the first phase of a planned 20,000m, 2024 drilling program at Aburna. alpha-exploration.com/wp-content/upl…
Live at 2pm ET! Crescat returns with our latest Friday installment of our live market calls! Catch up with Crescat and this weeks market moves & subscribe to be notifies of future live streams 🌟 @crescatkevin @TaviCosta youtube.com/live/yxTMW6Y0p…
$LIO.V drills 448.98g/t, 202.34g/t and 108.5g/t gold at Tuvatu. Provides operations update to mining at Tuvatu. liononemetals.com/news/news-rele…
$PUMA.V launches drone high-resolution magnetic survey at Williams Brook. The survey will help map the lithology and structural features that control gold mineralization at the Lynx Gold Zone and translate that data to its extension along the Lynx Gold Trend.…
$SGD.V consolidates 100% of its Einarson project and acquires adjacent gold target with historical drill result of 9.7 g/t gold over 38.7m. Recent staking bolsters Snowline’s Yukon land position by 22,000 ha to >360,000 ha (>3,600 km2), with expansions to its Rogue and Einarson…
Timberline announces acquisition by McEwen Mining. “This is a good ending for this story, I think it has ended up in good hands.” – Quinton Hennigh looks ahead at what will become to Timberline and how he believes this impacts the current market #goldinvesting…
*ACTIVIST ELLIOTT SAID TO BUILD $1 BILLION ANGLO AMERICAN STAKE - Bloomberg. *Someone read "When Markets Speak." Anglo American plc is a British multinational mining company with headquarters in London, England. It is the world's largest producer of platinum, with around 40% of…
Barron's Gold mining / gold ratio (Weekly) 1938 - Today (April 24) how cheap are the mines ! #gold #barrons #mining #mines #producers #developers #exploration #preciousmetals #metals #silver #precious
A comprehensive analysis of BHP's all-share bid for Anglo American.
“I would be careful with equities that have been historically expensive…” - @TaviCosta breaks down NASDAQ vs. Treasuries over the last few years and what this may mean for the market. Subscribe to our YouTube to get reminded of our Friday live streams each week 👇…
$NVX.V reports strong surface samples. 5440g/t Ag and 1.26% Cu, and 14.4g/t Au at Root Spring project. nvgoldcorp.com/news/nv-gold-c…
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