Hank Rearden

Watching and waiting for the everything bubble to pop. Tweets are not investment advice.

[Hank Rearden @Atlas29Shrugged]

@QuantumGuard17 The Judge is an accomplice to murder. Plain and simple.

[Hank Rearden @Atlas29Shrugged]

@KarelMercx Same!

[Sqeaky Mouse @TheSqeakyMouse]

This is the largest percent Silver has been under the bottom bollinger band since the COVID crash. These moves are not sustainable and are followed by sharp corrections.

[Hank Rearden @Atlas29Shrugged]

@TheSqeakyMouse I hope you are right Mouse... I'm holding but its getting really tough.

[Hank Rearden @Atlas29Shrugged]

@libsoftiktok No, Federal Judge injunction incoming.

[Hank Rearden @Atlas29Shrugged]

@bennyjohnson Good... until a Federal Judge orders the USPS to deliver the ballots.

[Hank Rearden @Atlas29Shrugged]

@data168 I sold down about half of my miners. Very painful few weeks.

[Hank Rearden @Atlas29Shrugged]

@EricLDaugh Great.... until a Federal judge issues a restraining order against it.

[Stephen Moore @StephenMoore]

The Great Property Tax Revolt of 2026 is here.

From Florida to Texas to Indiana, Americans are pushing back as property taxes rise faster than incomes and inflation.

The message from voters is simple: homes should not be taxed out of reach. @davetrabert

[Hank Rearden @Atlas29Shrugged]

@GuntherEagleman The Senate is the ultimate organ of the deep state "uniparty".

Thune was placed there to hold Trump and America back.

[Hank Rearden @Atlas29Shrugged]

@C_3C_3 Republican are concerned over decorum at the Country Club while Democrats are ready for guerilla warfare.

[Hank Rearden @Atlas29Shrugged]

@AriFleischer @joelpollak NY State will be next Ari.

[Hank Rearden @Atlas29Shrugged]

@jimiuorio Does that mean that municipal and state worker pensions are going to be means tested?

[Mr. Star Spangled MAGA @4thOfJuly365]

The reason other countries can afford socialized medicine and long vacations is because we pay for their defense and subsidize their economies with our consumer market and military umbrella.

They’re not more enlightened, they’re freeloaders on American power.

[Common Sense Investing @investinguab]

https://t.co/02y2LeMxYg

[Hank Rearden @Atlas29Shrugged]

@DonDurrett How long until the market figures that out?

[Hank Rearden @Atlas29Shrugged]

@BasedMikeLee Exactly right. FISA 702 will not save our country.

The SAVE America Act will.

Priorities!

[Eric Schmitt @Eric_Schmitt]

President Trump understood something the GOP consultant class never did: Americans do not want timid caretakers of decline.

They want fighters. More than that, they want winners.

Americans do not want leaders who confuse caution with wisdom and surrender with strategy. 🧵

[Hank Rearden @Atlas29Shrugged]

@SenJohnKennedy Or give the President a line item veto.

[Feroce Research @FeroceResearch]

The greatest 6-month stint for Silver is coming up.

History and macro environment both tell you this, not me. The holy grail set up for metals.

For the past half a decade, global macros have found a way to ease 10y yields anytime numbers started to creep towards 4.60 - 4.70%

In this case, WTI Crude played a significant role in creeping yields to 4.7%. Now with WTI Crude heading back to sub $80, as expected and shared my views many times over the past recent weeks, this creates the perfect opportunity for 10y Yields to plateau at that 4.60 - 4.70% mark and fear of hikes are not as strong any longer.

Every cycle from 4.70% down towards 4.00% has ignited a stronger Silver rally each time for a span of 6 months on average.

The idea that metals become a safe haven when inflation is rising is very misinformed. Metals become the safe haven in THIS environment, when Yields, Dollar, and Crude no longer become the safe bets and we enter a "sticky/uncertain" period of inflation.

My view in Feroce Research is that there will be a strong rotation towards Silver, even money leaking from Semis may find its way into Silver.

The fundamental view of supply/demand deficit continues to exist, as well as the technical resistance since 2023 turning into a support for the first time this year.

If silver were to replicate the move that happened last year, which we also had caught, we can expect $180 by the end of this year. My conservative target sits at $130 for now, until later upgraded.

This is one of the few moments where fundamentals, technicals, quantitative positioning, and macros all align for an industry.