axinocapital

Reporting über Geopolitik, SmallCap-Rohstoffaktien und Edelmetalle

[Otavio (Tavi) Costa @TaviCosta]

Gold is sitting right at its 200-day moving average.

Yes, the last time we were here turned out to be a great buying opportunity…. but I try not to get too fixated on technical levels alone.

What stands out to me is how dramatically sentiment has shifted.

Just a few months ago, gold was one of the market’s favorite trades.

Today, it feels almost completely forgotten.

Not to steal from Buffett, but I'm starting to get greedy while others are becoming fearful.

https://t.co/P4sfxoqBM9

[Peter Krauth @peter_krauth]

This needs no explaining... worth 1,000 words

[In Gold We Trust @IGWTreport]

💣 The global debt supercycle is accelerating.

The IGWT 2026 reveals:
🌍 Global government debt exploded from USD 35T in 2007 to nearly USD 120T today
📈 Debt-to-GDP surged from 60.9% to 96.8%
🇺🇸 The US deficit hit 5.8% of GDP in 2025, which is far above the long-term average
⚠️ Aging populations, military buildup, green transition & geopolitical fragmentation are putting unprecedented pressure on public finances

Furthermore:
🟡 US gold reserves now cover just 3% of federal debt vs. 51% in the early 1940s
🟡 Restoring similar backing today would imply gold near USD 75,000/oz

To sum up, government bonds are increasingly becoming “fair-weather assets” in an era of structural deficits, fiscal dominance, and debt monetization. 🌐

#InGoldWeTrust #GoldInvesting #DebtCrisis #FiscalPolicy #BondMarket #InflationHedge #SafeHaven #SoundMoney #PreciousMetals #FinancialRepression #CreditOrigination #BudgetDeficits #GovernmentSpending #BullMarket #MacroTrends #GoldenDecade

[Ronnie Stoeferle @RonStoeferle]

Real Assets vs. Financial Assets 1925 - 2025

One of my favourite charts from #IGWT26:

https://t.co/BGkjgmL4QW

[Peter Krauth @peter_krauth]

#Silver Coin & Bar demand to rebound in 2026

[axinocapital @axinocapital]

Das sollte jeder im Blick haben!

[Otavio (Tavi) Costa @TaviCosta]

Gold miners are now doing more share buybacks than at any other point in history.

We have never seen anything remotely close to the scale of what is happening today.

This is a direct consequence of the extraordinary profitability the sector is generating at current metal prices.

https://t.co/eoj7D4wiYz

[Peter Krauth @peter_krauth]

Few investors realize this about #Silver miners...

[axinocapital @axinocapital]

@IGWTreport Must-read!

[In Gold We Trust @IGWTreport]

🧵1/33 – ⚔️ IGWT 2023: Showdown

The 17th edition of the In Gold We Trust report arrived at a moment of historic tension.
Inflation was entrenched. Banks were failing. Geopolitical fractures were widening.

And gold?
It was quietly preparing for a decisive breakout. 🥇

🎉 Part of our 20 Years, 20 Threads anniversary series celebrating two decades of the IGWT report.

🔗Revisit the full report:
https://t.co/UZkKVPjFVa

#20Years20Threads #InGoldWeTrust #IGWT23 #AnniversarySeries

[Ronnie Stoeferle @RonStoeferle]

#IGWT26 Preview...

[Jack Prandelli @jackprandelli]

📈 Copper nearly hit a record high per ton this week, outperforming even gold in 2026.

Why?

Because copper is becoming the metal behind everything:

⚡ Electrification
🚗 EVs
🌬 Renewables
🔌 Grid expansion
🖥 AI data centers

The market is starting to realize that AI is not just software.

It is physical infrastructure built on copper.

🌍 Supply is concentrated in countries like 🇨🇱 Chile and 🇨🇩 DRC, while 🇨🇳 China remains the world’s largest consumer.

Demand is accelerating faster than supply can respond.

If you want to understand which companies are positioned to win this supply race and where capital is flowing next, I break down the top opportunities in my newsletter.
Don’t miss it and Subscribe, link in the below comments

[axinocapital @axinocapital]

Goldpreis-Prognosen bis Ende 2026: Banken sehen Szenarien von bis 6.900 USD/oz. #Gold #Goldpreis #Rohstoffe

[In Gold We Trust @IGWTreport]

🪙 🤹‍♂️ Could gold-backed bonds restore confidence in the monetary system?

In this compelling clip from our IGWT 2026 featured interview, @judyshel joins @RonStoeferle to discuss why gold is steadily returning to the center of the global monetary order. 🌍

As governments struggle with rising debt, persistent inflation, and declining trust in fiat currencies, Dr. Shelton outlines a bold proposal: long-term gold-backed US Treasury bonds designed to restore monetary credibility and reintroduce discipline into the financial system. ⚖️

The discussion explores why central banks are aggressively accumulating gold, how a gold-linked Treasury instrument could strengthen confidence in the US dollar, and why sound money principles may become essential in the next phase of the global monetary system. 🏛️🥇

🔁 Could gold once again become the monetary anchor of the international financial order?

🚨Want the full picture? Subscribe to the In Gold We Trust report 2026 (“Back to the Monetary Future”) and get it as soon as it’s released:
https://t.co/ildv6VLgQo

#IGWT26 #GoldReport #GoldInvesting #PreciousMetals #Commodities #BullMarket #Economy #MonetarySystem #FiatCurrencies #SoundMoney #GoldStandard #MonetaryHistory #HardAssets #MacroTrends #InvestmentInsights #WealthManagement #Liberty #FoundingFathers #DollarDebasement #Semiquincentennial #DeclarationOfIndependence #RoadToIGWT26 #MonetaryFuture

[Otavio (Tavi) Costa @TaviCosta]

Mining companies today are generating the largest profit margins of any sector in the global economy by far.

Much of the market remains asleep and still analyzes mining through an outdated framework from decades ago.

To be clear:

Miners today are producing profit margins nearly double those of tech companies.

At current metal prices, this environment is absolute nirvana for well-run mining businesses.

https://t.co/rRpQ7qqZ5H

[axinocapital @axinocapital]

Prof. Dr. Torsten Dennin spricht am 17. April von 15:30 bis 16:00 Uhr auf der AXINO Mining Stage auf der INVEST in Stuttgart. Im Fokus: Gold, Silber und Minen – und die Frage, wo wir im Zyklus wirklich stehen.

#Gold #Silber #Mining #Rohstoffe #AXINOMININGFORUM

[axinocapital @axinocapital]

Dimitri Speck spricht am 17. April von 16:45 bis 17:15 Uhr auf der AXINO Mining Stage auf der INVEST in Stuttgart. Im Fokus: Schulden, Inflation und warum Gold, Silber und Rohstoffe wieder stärker in den Blick rücken.

#Gold #Silber #Rohstoffe #Mining #AXINOMININGFORUM

[axinocapital @axinocapital]

Christian Bubeck spricht am 17. April von 13:00 bis 13:30 Uhr auf der AXINO Mining Stage auf der INVEST in Stuttgart. Im Fokus: Deutschland 2026 und die Frage, ob wir auf dem Weg in eine digital-finanzielle Repression sind.

#Rohstoffe #Gold #Silber #AXINOMININGFORUM

[axinocapital @axinocapital]

Moritz Hessel spricht am 18. April von 13:30 bis 14:00 Uhr auf der AXINO Mining Stage auf der INVEST in Stuttgart. Im Fokus: Hard Assets in einer Paper-World und warum Knappheit gekauft wird, wenn der Markt nur Narrative handelt.

#Gold #Silber #HardAssets #AXINOMININGFORUM

[axinocapital @axinocapital]

Sebastian Hell spricht am 17. April von 10:30 bis 11:00 Uhr auf der AXINO Mining Stage auf der INVEST in Stuttgart. Im Fokus: Steht Silber vor einer gigantischen Neubewertung?

#Silber #Mining #Rohstoffe #AXINOMININGFORUM

[axinocapital @axinocapital]

Peter Krauth spricht am 18. April von 14:45 bis 15:15 Uhr auf der AXINO Mining Stage auf der INVEST in Stuttgart. Im Fokus: Silber und Silberminen – und warum Anleger hier jetzt genauer hinschauen sollten.

#Silber #Silberminen #Mining #Rohstoffe #AXINOMININGFORUM