CR Dean

#Gold #Silver #Copper #Uranium #NatGas #Oil Own physical assets & commodities My thoughts are mine alone. DYODD

[CR Dean @CRDean5]

2025 #Gold #Silver

[CR Dean @CRDean5]

@chigrl Doesn’t matter Tracey. Saudi Arabia move 7 million barrels a day across the desert to the Red Sea. For the past few weeks, the United States government has been moving 7 million barrels a night through Omani waters.

https://t.co/OdfwQm2b5C

[CR Dean @CRDean5]

@DonDurrett https://t.co/OdfwQm2b5C

[CR Dean @CRDean5]

The United States has been moving 7000,000 barrels a day through the straight via Omani waters at night. Iran has not been able to stop that. Add to that another 7 million barrels that have been sent across Saudi Arabia to the Red Sea and Iran is only choking off 4-6million barrels per day. Very different from even three weeks ago.

[CR Dean @CRDean5]

@robin_j_brooks Terrific deal. Thank you 🙏

[CR Dean @CRDean5]

Rising deficits and debt levels have been the scourge in this country for the past decade. We need to teach our youth a better understanding of real financial literacy. Excess money supply always causes inflation. Excess money supply is a result ever increasing deficits of debt loads. Canadians need to learn to become savers again. There is a reason that our gross domestic product per person has not grown for a decade.

[CR Dean @CRDean5]

@zerohedge 😂 look at the map associated with it. Not accurate and it looks like a kid with a crayon drew it.

[Kalshi @Kalshi]

JUST IN: SpaceX is now worth more than Canada

[Alexsei @Alexsei88]

Booom!

Nyt on isoa uutista!

Eiköhän volframibullilla ole kaikki hyvin. Nyt vasta on alkamassa näkymään se todellinen volframipula.

Melkein 1.5 vuotta siihen meni, nyt on varastot kuivana?

https://t.co/1wQukLRY0a

#Tungsten $EQR.AX $GMTL 🍀

[CR Dean @CRDean5]

$UVC.V Big news for the future of healthy indoor environments. Hyundai and Kia have unveiled what they describe as the world’s first in-car Far-UVC sanitization system capable of disinfecting vehicle interiors while passengers are present. This is another powerful signal that Far-UVC technology is moving into the mainstream as organizations worldwide seek innovative ways to reduce airborne pathogens and create healthier spaces. At Illumisoft, we’re proud to be advancing Upper-Room UVGI solutions that help protect people in hospitals, schools, long-term care facilities, offices, and other occupied indoor environments. The future of infection prevention is brighter than ever. 🌟

#Illumisoft #FarUVC #UVGI #UpperRoomUVGI #UVC #IndoorAirQuality #AirQuality #HealthyBuildings #InfectionControl #HealthcareInnovation #PublicHealth #CleanAir #AirDisinfection #HospitalSafety #SchoolSafety #LongTermCare #HealthySpaces #Ventilation #AirborneTransmission #PathogenControl #TechnologyInnovation #SmartBuildings #FutureOfHealthcare #Hyundai #Kia #FarUVCTechnology #InfectionPrevention #CleanIndoorAir #BuildingHealth #Innovation

[CR Dean @CRDean5]

$NEXX.CN #Tungsten 🔥

[Exploration Edge @EdgeExploration]

VanEck flags #tungsten as a 'permanent shortage': China runs >50% of supply and is paying US scrapyards up to 5x to claw back drill bits and tooling. The rally cooled into March but is reaccelerating. Secondary supply can't close a structural deficit.

https://t.co/aPhtanIrwR

[Marcus Stanley @MarcusMStanley]

Legendary journalist Seymour Hersh claims that an Administration insider leaked information to him that Trump raised the possibility of using U.S. nuclear weapons in Iran.

[Ian Zhang @SinaMin_CN]

Here's a visual of China's chokehold on rare earths + Tungsten,and what it looks like for global markets right now.

China is squeezing the mid-stream. Restricting upstream production through quotas, mining regulations, national policy. All while downstream demand stays strong. They're reshaping the mining landscape, 1 move at a time.

China understood something most people missed: Japan is the mid-stream processing hub. So when China announced the dual-use items ban overnight on January 6, 2026, the implications should have been obvious. They weren't. Nobody connected the dots.

Six months later, people are starting to notice. Supply chains faltering. Media outlets finally covering it. The story that was hiding in plain sight is now front page. If you invested in tungsten in mid-late 2025 and haven't been shaken off the tree yet - you've watched China executing each move towards its grand plan.

This is the part most analysis misses: China doesn't do random.

Every move - the quotas, the mining restrictions, the dual-use designation, the overnight ban — is part of a single sequence. Target the upstream. Choke the mid-stream. Let downstream demand do the rest.

I've mentioned again and again that China is executing everything into something bigger. They were three moves ahead. One announcement at a time. Each one telegraphed in the last. Each one treated like an isolated event. They weren't isolated. They never were.

China doesn't react. It calculates. Every move was part of the plan.

Are you impressed at how China works now?

知己知彼，百战百胜

[Rock Bottom Entries @RockBtmEntries]

Silver is washed out.

The last two times it got this oversold, it marked major bottoms: 2023 and 2025.

Bullish Miners % Index is currently at ZERO.

[CR Dean @CRDean5]

@DimitrisSoudas In all fairness, doing an analysis of the Alberta economy with oil at $60 prior to the Iran war and you’ll see something completely different. A black swan macro event is not a way to build a lasting economic success story

[CR Dean @CRDean5]

@robin_j_brooks In actual oil barrels the United States is still a net importer look at your chart it’s priced in USD. The United States imports Canadian and Venezuelan heavy or sour oil, which is priced at a discount and then exports its light sweet crude which is priced at a premium.

[Nihaal Singh @_singhnihaal]

One of my personal favourites.

“To the young men and women of this nation I say, Canada is within your hands. Adventure. Adventure to the nation’s utmost bounds, to strive, to seek, to find, and not to yield.”

[Macro Liquidity by Sunil Reddy @Macrobysunil]

IPO waves are one of the cleanest late-cycle signals in markets.

Because insiders understand liquidity better than retail.

Founders, VCs, PE funds and bankers don’t bring massive supply to public markets when valuations are cheap and nobody wants risk.

They wait for the perfect window.

Cheap money.
Hot narratives.
High multiples.
Retail euphoria.
Low fear.
Everyone desperate to get exposure to the “next big thing.”

That is when private ownership becomes public inventory.

Retail thinks they are buying the future.

Insiders know they are monetizing the present.

Dotcom had internet IPOs.
The free-money cycle had SPACs.
EV mania had endless battery and mobility stories.
Now the same psychology is building around AI-linked listings.

The theme may be real.

The companies may even be real.

But timing matters.

Wall Street does not bring huge inventory to market when demand is weak.

It brings supply when demand is strong enough to absorb it.

And maximum demand is rarely found at the bottom.

It usually appears near the top, when the story is already accepted by everyone.

[CR Dean @CRDean5]

@clement_molin No Russian advancements per many sources like ISW

[CR Dean @CRDean5]

@AllStreetsWolf Good one as always! Enjoy your weekend!