TheHedgelessHorseman 🏇

#Gold #silver & #mining ⚒️. Based in #Sweden. Not investing advice. Always do your own due diligence. Email: [email protected]

[TheHedgelessHorseman 🏇 @Comm_Invest]

BCM Resources (B.V): A Potential Tier 1 Discovery in Utah, USA $B.V (HIGH RISK/High Reward) https://t.co/Vu8Hy3Vnks

[MINING.COM @mining]

Silver demand from solar panels is forecast to fall 19% in 2026 to 151 million ounces, down from 186.6 million in 2025, according to the Silver Institute.

BMO expects solar to give back roughly half its demand gains by 2030 as installations stagnate and manufacturers use less silver.

With solar demand weakening, prices will increasingly depend on investment inflows, BMO says.

Its $50–$70/oz forecast for the second half of the decade assumes inflows match 2025's record.

The Silver Institute still expects a sixth consecutive market deficit in 2026, at 46.3 million ounces.

Sources: Silver Institute, BMO

[MINING.COM @mining]

India has banned exports of lithium-ion battery black mass, effective immediately.

The shredded-battery powder holds lithium, cobalt, nickel and manganese.

New Delhi wants it recycled at home, alongside a 15 billion rupee incentive scheme for critical mineral recycling.

India exported none of it in the last fiscal year, according to trade think tank GTRI.

Source: India’s Ministry of Commerce and Industry

[TheHedgelessHorseman 🏇 @Comm_Invest]

😌

[*Walter Bloomberg @DeItaone]

TRUMP: WE WON IN IRAN

[Silver Bow Mining Corp @silverbowmining]

Thank you to all who have served in the U.S. Armed Forces, and to their families. Happy Veterans Day 🇺🇸from the Silver Bow Mining team (NYSE American: $SBMT).

#VeteransDay

[Terrahutton.io @terrahutton_io]

See you at @DtGoldmesse in Frankfurt, November 13–14!

Oskar Gissberg and Anton Lindkvist will be there at the Terrahutton booth, ready to meet exploration companies and investors for a chat or a live demo of the platform.

We’re also excited to see several of our clients taking the stage, with @KLDC_gold, @Tribeca_Copper and @Cu_Giant presenting their projects using Terrahutton.

Friday, November 13
09:15 | Kirkland Lake Discoveries
11:15 | Tribeca Resources

Saturday, November 14
09:15 | Copper Giant

Attending Deutsche Goldmesse? Stop by our booth and see how Terrahutton can help bring your own project story to life.

Book a meeting: https://t.co/BUd9TWs5ku

[TheHedgelessHorseman 🏇 @Comm_Invest]

@polisen_sthlm 👍

[Silver Bow Mining Corp @silverbowmining]

Silver Bow Mining (NYSE American: $SBMT) has started underground exploration drilling at the Rainbow Block, the first in the Butte Mining District in 30+ years. From one station, we can test 12 veins beyond our current resource.

https://t.co/zeUiOpRjrr

[MINING.COM @mining]

US critical minerals funding to withstand congressional shift, advisers say https://t.co/DjxjQh1nsR

[Headwater Gold @HeadwaterGold]

Drilling is ongoing at our 100% owned Whiskey project, located 20 km east of the Borealis Mine and Headwater’s Spring Peak project, in Nevada.

Stay tuned for exploration updates.

#HWG #HWAUF #gold #Nevada

[Homerun Resources | HMR.V @HomerunRes]

Every company begins with a vision, a clear strategy, and the people who work to bring it to life.

At Homerun, that journey begins with our Founder and CEO, Brian Leeners.

Since 2002, Brian has focused on developing companies in the Materials and Technology sectors, providing hands-on business development expertise and strategic guidance to start-ups and growth-stage companies.

His leadership and experience have been instrumental in shaping Homerun’s vision and advancing its vertical integration strategy, spanning high-purity silica, solar glass, advanced materials, and energy storage.

Meet the people behind Homerun Resources and discover the expertise driving our journey forward.

#MeetOurPeople #Leadership #Silica #EnergyTransition #Brazil

[TheHedgelessHorseman 🏇 @Comm_Invest]

Just $2,000 away from $2,000

[First Squawk @FirstSquawk]

SPOT GOLD EXTENDS LOSSES, DOWN NEARLY 3% TO $4,017.21/OZ

[Wilfred Frost @WilfredFrost]

🚨NEW EPISODE🚨with financial historian EDWARD CHANCELLOR - 400 yrs of financial history tells him that we're in a bubble.

"It makes sense to stand back, wait for the bubble burst, observe the shakeout, & then see which companies appear to be gathering a dominant position."

We cover:
- rising rates most common factor before bubble bursts
- poor government finances makes situation particularly dangerous
- bubbles are bad at identifying the long term winners
- Messianic leaders in bubbles - Sir John Blunt in South Sea Bubble 1720s vs #JensenHuang #ElonMusk #DarioAmodei #SamAltman
- "the more information we have, paradoxically, the more irrational our behaviour becomes" - newspapers, telephone, internet inflated bubbles...and now AI?
- Lessons for today from 1630s Tulip Mania; 1720s South Sea Bubble; Railways 1840s; 1920s; 1980s Japan; Dot-Com
- Avoid index funds

Timestamps:
00:00 Intro
05:24 Three stages of a bubble
07:41 Social aspect of bubbles
10:00 Investing vs gambling
12:11 Tulip mania & early 1600s
15:02 1690s – first contrarians
19:00 South Sea Bubble 1720s
21:14 Momentum vs Greater Fool
25:00 Messianic leaders today vs Sir John Blunt in South Sea Bubble
29:12 Midterms – mirrors of history?
32:06 Railway mania 1840s vs today
36:15 1920s: radio, tickers and how faster information fuels speculation
40:33 Japan 1980s & moral hazard
43:23 Dot-com bubble vs today
47:09 Real winners emerge after bubble bursts
49:01 Bubble aspects today
52:24 Government debt makes things worse
55:00 History gives confidence this is a bubble
56:40 Rising rates pops bubbles
59:45 Avoid passive index investing
@chancellor_e

[Mohamed A. El-Erian @elerianm]

And, sure enough, the yield on the US 10-year government bond has jumped, currently trading at 4.95%.
(CNBC chart below.)
#economy #markets #bonds #yields

[TheHedgelessHorseman 🏇 @Comm_Invest]

11% chance the gold disappears in the ground

[MacroTourist @Gloeschi]

Now 11% probability of 50bps rate hike Dec 9 FOMC

[TheHedgelessHorseman 🏇 @Comm_Invest]

$CBR.V

[Nassim Nicholas Taleb @nntaleb]

A high fiber diet outperforms metformin, without the iatrogenics, of course.
This is somewhat statistically OK, so could be big, very big, because it must necessarily directionally apply to GLP-1 --though the latter has a stronger effect than metformin.

[Goliath Resources Ltd. @GoliathResource]

Goliath Resources at Precious Metals Summit Zurich! ⛏️

Our Founder & CEO, Roger Rosmus, is presenting Goliath Resources at the 2026 Precious Metals Summit Zurich, November 9–11, Switzerland.

The event brings together institutional investors and mining executives from around the world.

🔩 Our Surebet Discovery in B.C.'s Golden Triangle continues to deliver:

• Over 200,000 m drilled across 483 holes
• 100% of holes intersected quartz-sulphide mineralization
• 43 drill hole assays pending

👉 https://t.co/RLBWGVtMKI

$GOT.V $GOTRF #Gold #Mining

[Four Nines Gold Inc. @FourNinesGold]

Four Nines Gold has reported its strongest drill result to date at Hayden Hill, and the significance goes well beyond one hole.

HH26-005 returned 67.0 metres averaging 1.78 g/t gold and 13 g/t silver, including 35.9 metres averaging 2.30 g/t gold and 15 g/t silver. The highest individual sample returned 16.90 g/t gold and 182 g/t silver over 0.4 metres.

Four Nines is not just finding gold in one isolated drill hole.

The first three reported holes targeting the Lower Telegraph Corridor have now all intersected more than 30 metres of gold mineralization averaging above 1 g/t gold, and all begin at relatively shallow depths beneath the historic pit.

That consistency is what makes this result important.

HH26-001 showed the system was mineralized.

HH26-003 extended that picture along the corridor.

Now HH26-005 has delivered the strongest combination of width and grade reported so far, giving Four Nines another significant intersection within the same emerging structural system.

The geological picture is becoming increasingly interesting. HH26-003 and HH26-005 were drilled in different directions from the same general area, yet both encountered similar silicification, quartz veining and hydrothermal brecciation associated with gold mineralization. The stronger grades in HH26-005 give the geological team additional information about how gold is being distributed within the corridor.

The next question is no longer simply whether Lower Telegraph contains gold.

It is how large, continuous and vertically extensive this system may be.

And there is still a substantial amount of information to come.

Five additional completed holes in the Lower Telegraph Corridor are awaiting assays. HH26-011 has already intersected approximately 58.9 metres of hydrothermal alteration and brecciation comparable to the geology observed in mineralized holes, with assays pending. A total of 12 holes have now been completed across Hayden Hill, while seven additional exploration zones remain to be systematically investigated.

That is the bigger picture.

The work ahead is about defining how far the corridor extends, how it behaves at depth, where the higher-grade portions of the system occur, and what the other identified exploration zones across Hayden Hill may contain.

The early results are increasingly suggesting Four Nines is onto something at Hayden Hill.

Full release: https://t.co/AHVlNwGvUw

CSE: $FNAU.CN | OTCQB: $FNAUF | FWB: F8NA

#Gold #Mining #GoldStocks #JuniorMining #MineralExploration #Geology #PreciousMetals #ResourceStocks

[TheHedgelessHorseman 🏇 @Comm_Invest]

@StigvdA

[TheHedgelessHorseman 🏇 @Comm_Invest]

Helst sanslöst #Vänsterpartiet

[Inas 🇸🇪 @inashmdn]

Vänsterpartiets riksdagsledamot Mohamed Ali har systematiskt uppgett falska och missvisande uppgifter i sitt cv.

Läs mina kollegor @The_Olsson och @CarlssonMattias

https://t.co/SH0bZFJ2vY