AntG624

Mechanical engineer / Swing & trend trader / Precious metals Investor

[Luke Gromen @LukeGromen]

Gold (blue, RS) v. inverted US real rates (TIP ETF, red, LS).

There's nothing more bullish for gold than rising real rates in a nation that is...

-in fiscal dominance;

-with debt/GDP >120% & deficit/GDP at 6% (& moving higher);

...b/c rising reals accelerates a debt spiral.

[Lukas Ekwueme @ekwufinance]

Gold mining stocks are the cheapest they've been in 50 years... yet nobody seems to care.

- 10% free cash flow yield
- ~0.8x P/NAV

Despite the pullback in gold, they are still one of the most profitable industries in the S&P 500.

[Macro Charts @MacroCharts]

One of many important charts I'm watching closely here.

[Josh Philip Phair @JoshPhilipPhair]

I believe we may be in the greatest Commodities Supercycle of our lifetime.

[Luke Gromen @LukeGromen]

Preparations continue for “changes not seen in 100 years” - a.k.a. for gold to resume its role as the world’s primary/sole reserve asset, as it was pre-1922 Genoa Conference

Gold likely needs to be way higher than $5,000/oz. to resume that role

This is massively bullish for USA

[₩₳Ɽ ₱₳₮Ⱨ @WarPath2pt0]

Me: *optimistic*

Monday--

[Luke Gromen @LukeGromen]

If the US wants CNY to rise v. USD, the US need only let gold rise sharply against USD - for example, see what gold and USDCNY did in 2025 and early 2026.

Allowing gold to rise a lot against USD will also keep 10y UST yields & oil prices contained (again, see 2025.)

[Namzes Cycles @Namzes_G]

#Silver $SI_F UPD
-Aug 2025 projection is pointing to a low around now (pink area is forecast / out of sample)
-40W cycle low is due now (bottom panel) but could be a choppy bottom. Given dollar strength and potential breakout, an up move in metals could be a short lived counter rally with new lows around Oct where we have next 20W cycle low
-Seasonality (middle panel) turning positive next week with July typically being bullish
Cont...

[Namzes Cycles @Namzes_G]

#Oil Update and outlook rest of 2026:
-The 18M cycle which i was expecting mid-Dec 2025 came on time middle panel) and we likely also have 4-5Y cycle low in place so we are very early in the new up cycle.
-We are now due 40W cycle low (it has a bit of wide range with an average length of 228 days). We might take a few weeks to retest/undercut low and fill 67.83 WTI futures gap (Brent gap was already filled)
-Once low forms, I expect next leg up to last into the fall in line with seasonal strength till ~Oct. (Cont...)

[Tom McClellan @McClellanOsc]

Currency traders are excited about the breakout above supposed resistance in the Dollar Index, and the small "non-reportable" traders of US Dollar Index futures are now net long in a big way. This does not usually work out well for them.

[AntG624 @AntG624]

@Mark_IKN Very sorry to see this. I'm glad your family is okay. Moments like this remind us how little control we really have.

[Rushi @rushicrypto]

Greenland is now asking Trump to invade, hoping to secure a deal similar to the one Iran got.

[Josh Philip Phair @JoshPhilipPhair]

IMO talk of interest rate hikes will turn into cuts as Warsh plays the Trump plan as we approach midterms. Liquidity Injections will be needed.

Fireworks are coming and I don't just mean July 4th.

[Macro Charts @MacroCharts]

"One of the clearest setups in years."

The race is on...

[The All-In Podcast @theallinpod]

LIQUIDITY: Dan Dreyfus on the Future of Critical Minerals

-- Copper as the next AI bottleneck

-- Investing in the commodity supercycle

-- Dollar debasement

-- Blue collar boom, rebuilding American infrastructure

(0:00) Dan Dreyfus Presents: The Future of Critical Minerals

(0:33) America's "Capital Light Era" is over, rapid supply/demand shocks

(5:40) Impact of China cutting off the US from critical minerals

(8:18) Copper's Rise: The next 18 years need as much as the last 10,000

(12:00) Dollar Debasement: $140T in debt and why hard assets win

(13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis

(19:10) How to invest in the commodity supercycle

Thanks to our partners for making this possible!

EY (@EYnews) - Liquidity, growth, and what’s next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value.
https://t.co/nGzhidcUpg

NYSE (@NYSE) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://t.co/cUEk8db7Sw

Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://t.co/PWuXqT4wYa

[AntG624 @AntG624]

Ideal valuation before 2028 cycle exit 🤞

[Don Durrett - goldstockdata.com @DonDurrett]

There will be three phases to this gold/silver/miners bull market.

1) Phase 1 (2026): Achieve fair market value. Newmont will reach 15 FCF multiple. Gold target $5500 to $6000.

Currently, we are early in the phase 1 cycle, with Newmont at a 10 FCF multiple, and extremely cheap. Most miners are 50% of their fair market value.

2) Phase 2 (2027): Achieve high valuations. Newmont will reach a 20 FCF multiple. Gold target $6000 to $7000.

3) Phase 3 (2028): Mania valuations. Newmont will reach 25 to 30. Gold target $7000 to $8000.

[AntG624 @AntG624]

@calvinfroedge $BPGDM last seen at zero: Q4 2009, Q2 2013, Q4 2014, Q3 2015. The 2009 reading coincided with a major bottom and a massive rally, while the later occurrences produced no sustained upside.

[Tom McClellan @McClellanOsc]

Bitcoin is getting oversold, but over its history the REALLY oversold conditions have come at a deeper deviation below the 200MA. Using PPO with (1, 200) settings lets you see that deviation nicely.

[Macro Charts @MacroCharts]

"The public buys the most at the top and the least at the bottom." — Bob Farrell

Time to shine.

[Christopher Aaron @iGlobalGold]

REMINDER -- Development miners are the cheapest they have EVER been compared to large miners.
This ratio cannot go to zero.
This ratio is in a giant 2-decade bottoming pattern.
Bookmark this -- the gains you will make in development miners when this reverts will be silly.