Alex Sap

[Peter Grandich @PeterGrandich]

New, all-time high in NTCPF @NorthIsle_CG

[Advait Arora @WealthEnrich]

Last year, #Silver started making sense to me when not many were talking about it. This year, #Copper feels like the same....
Physical copper trades 20–40% above futures, AI data centres need 40–50k tonnes, EVs use 3–4x more copper, supply grows <1%, new mines take 7–10 years !
That is why I am getting bullish on Cu : very powerful setup! Maybe even more powerful than silver.

✔️ Global copper demand ~26 Mt today, projected 32–34 Mt by 2035
✔️ Energy transition alone adds +6–7 Mt incremental demand by 2035
✔️ Solar, wind, EVs, grids account for 65%+ of future demand growth
✔️ Average new copper project capex: $15,000–20,000 per tonne
✔️ Copper ore grades fell from ~1.2% to <0.6% over 25 years
✔️ Discovery rate of large copper deposits down >70% since the 1990s
✔️ Only 8–10 major copper mines expected to start globally by 2030
✔️ Recycling meets just 30–32% of total copper demand
✔️ Global inventories below 3 weeks of consumption
✔️ Chile & Peru facing declining output despite high prices
✔️ Water stress affects 40%+ of copper-producing regions
✔️ Copper intensity in EV + charging infra is over 80 kg per vehicle
Just facts. #Copper v/s #Silver

[Peter Grandich @PeterGrandich]

It finally came to me where I saw Trump's Iran War policy before - https://t.co/0zPnLPRvk5

[Peter Grandich @PeterGrandich]

As I wind down my 42-plus-year career, I still occasionally feel tempted to slip back into “Old Petey” mode. Right now, that temptation is to move heavily back into metals and mining.
There are three key reasons to consider it:
1 – In today’s unprecedented financial bubble, it is the only sector I could buy without fearing a serious loss of principal.
2 – My 42 years of experience finally give me an edge I would not have in any other industry.
3 – I became close friends with the smartest person I have ever met in the industry, Michael Gentile, who has already been a true “gold mine” for me and for others who have followed him in recent years.
Still, as compelling as it is to work more closely with Michael and the industry, the call I received from above towers over everything else.
That said, I can still suggest a few ideas and people for clients of our financial planning group, friends, and followers to consider in metals and mining.
· First, copper remains my favorite metal. Unlike gold, silver, and uranium, I never stepped away from it, and I am more bullish on it now than ever.
This video from Robert Friedland says all one needs to know - https://t.co/YNfazgbNx6
My significant ownership of NorthIsle Copper & Gold @NorthIsle_CG is my primary way of gaining exposure. There are also several ways to invest in copper through ETFs and individual producers.
· Gold and silver appear to be nearing the end of a much-needed correction within an ongoing major bull market. I favor shares over physical metals.
· Uranium, a market I have played twice in recent years with 100%+ gains in the stocks I discussed, is not yet a buy again. However, much of the overvaluation in the shares has been removed. Another 10% to 20% decline could make it attractive again.
I strongly recommend following Michael Gentile through his Saturday Morning Email blast: https://t.co/rJIGdxXaAM
Our planning group does not have deep expertise in metals and mining.
I can recommend three financial advisors I trust.
For U.S. residents:
JD Duyck [email protected]
Tim Grable [email protected]
For Canadian residents:
[email protected]
I will continue to comment on metals and mining for the foreseeable future. #gold #silver #copper #uranium #miningstocks

[Gold Ventures 🟡 @TheLastDegree]

I was very much looking forward to the follow up holes at Brunswick's Anatacau project

These did not surprise - in a good way😅

Seeing the footprint grow significantly through wide &amp; H/G lithium intercepts

Summer drilling started as well

$BRW.V
/1
https://t.co/bjCVJeKqjZ

[Lukas Ekwueme @ekwufinance]

Oil may be down after Bessent's latest stunt...

Japanese bond yields couldn't care less.

[Lukas Ekwueme @ekwufinance]

Bessent: Hormuz will be open by tomorrow... Oil down another 4%.

Despite Iran blowing up another ship a few hours ago and saying it isn't even in talks with the US

The US can only fight this war with fake news and market manipulation...

Otherwise, the financialized house of cards comes crashing down.

[David Morgan @silverguru22]

Silver's sixth straight supply deficit and Wall Street's $100-plus price targets make it the precious metals trade no one is talking about https://t.co/WufoFVRZVr

[The Based Mother (née Elena) @TheBasedMother]

Zohran Mamdani was given his rightful place at a soldier's funeral in NY - in the fourth row with no speaking part.

[Mass Daily News @MassDailyNews]

'Will her husband be the project manager?': Social media commenters rip Pressley after she demands $25 BILLION in taxpayer money for free buses

https://t.co/AH8KcqmEHW

[MAGA Voice @MAGAVoice]

🚨 BREAKING: Nick Shirley actually went to Spain to show the world what EXACTLY is happening

“Here is the truth from Ceuta, Spain: 60,000+ migrants stormed the small town”

EXPOSE IT ALL NICK 🔥

[Vivid.🇮🇱 @VividProwess]

🇺🇸🇮🇱 Danny Danon: “Since Zohran Mamdani took office as Mayor of New York City, there has been a troubling rise in hate crimes targeting Jews across the city.

Mamdani, this is on you.”

[Eric Daugherty @EricLDaugh]

🚨 NOW: ICE just smashed an ALL-TIME RECORD for immigration arrests in July 2026, arresting nearly 51,000 migrants, breaking June's record of 43,000 — @BillMelugin_

KEEP GOING!

The daily average is now over 1,600 per day in arrests, newly hired ICE agents are FLOODING US communities thanks to funding under President Trump

MASS DEPORTATIONS. NO AMNESTY. This is the way!

[Mark R. Levin @marklevinshow]

Attention Florida

[Bai, Xiaojun @oriental_ghost]

The Bank of Korea will restart physical gold purchases.

[Wall Street Apes @WallStreetApes]

Wake Up America

This is happening in Michigan

Muslims with Islamic Jihad Flags in Arabic are rallying for Abdul El-Sayed to get elected to the Senate

Everyone needs to vote Republican or our future is to be conquered by Islam and live under Sharia Law

We need mass deportations. Period.

[Macro Alpha @MacroAlphaHQ]

Jim Rogers just outlined the legacy approach to $SILVER: buy it, never sell it, and leave it for your grandchildren. With the metal at $57.28, his preference is a price drop so he can stash more in a closet.

Retail hears this and adopts physical hoarding as a primary strategy. The mechanism they miss is capital duration. When legacy money treats a non-yielding commodity as insurance, the position is a tiny fraction of a portfolio generating heavy yield. Their holding period is infinite.

The crowd tries to replicate this without the necessary balance sheet. Locking limited capital into physical metal under a bed guarantees zero yield. They absorb the total opportunity cost of dead equity. When a commodity consolidates for a decade, that trapped capital bleeds real purchasing power.

Stashing assets in the dark works when you are wealthy enough to ignore them. Are you actually preserving wealth, or just starving a portfolio that still needs to grow?

[Leshka.eth ⛩ @leshka_eth]

🚨BREAKING:

ROBERT KIYOSAKI JUST SAID GOLD WILL HIT $35,000 SILVER $200 IN 2026

$SILVER IS CONSUMED BY SOLAR, EVs AND ELECTRONICS AND CAN'T BE RECYCLED

CENTRAL BANKS ARE BUYING $GOLD AT RECORD PACE AS THE DOLLAR COLLAPSES

HE PREDICTS THE CRASH COMES FIRST, THEN METALS EXPLODE

[Robert Friedland @robert_ivanhoe]

https://t.co/MbaFVvp2yQ

[Rob Schneider 🇺🇸 @RobSchneider]

THIS
IS
NOT
TEXAS!
THIS
IS
AN
INVASION!
WAKE
UP
TEXAS!
KICK
THEM
ALL
OUT!