Geoff Gourd

Professional investor in natural resources. Contrarian analysis and research, not investment advice.

[Geoff Gourd @GeoffGourd]

If a growing share of global oil trade moves into yuan, euros, or other currencies, long-term demand for dollars will crash

[Geoff Gourd @GeoffGourd]

The most active thing about the DXY is the effort spent keeping it flat. Meanwhile, silver and the miners are left wondering whether this is market equilibrium or an expensive game of ping-pong.
99.68… 99.69… 99.68… 99.69…
The spin cycle continues.

[Geoff Gourd @GeoffGourd]

Silver is doing well, pleased I opened up plenty of positions recently

[Geoff Gourd @GeoffGourd]

I am assessing today that it will be a weak US 30-year bond auction which should usually strengthen DXY

[Geoff Gourd @GeoffGourd]

When credit confidence weakens, people sell what they can — not always what they want to.

[Geoff Gourd @GeoffGourd]

Silver : You are not only buying a metal story; you are buying into the credit cycle.

[Geoff Gourd @GeoffGourd]

https://t.co/8ww49oHyAg is a scam company

[Geoff Gourd @GeoffGourd]

Trading silver today - don’t forget it could be a hot CPI tomorrow- get ready today to possibly buy into the dip tomorrow.

[Geoff Gourd @GeoffGourd]

This is getting interesting in the silver market with good bargains developing

[Geoff Gourd @GeoffGourd]

DXY is 100 not out. Silver holders are appealing to the umpire

[Geoff Gourd @GeoffGourd]

Eufy security I do not recommend. Technical issues and Chinese government spying

[Geoff Gourd @GeoffGourd]

Re: FOMC minutes + DXY already near 99.40. But if they are more hawkish than expected, then yes: 99.50 becomes a very realistic next target, and 100 becomes the psychological magnet.

[Geoff Gourd @GeoffGourd]

Nigel Farage - the most dangerous man in England? Re; Farage’s schooldays. ITV reported in 2013 that Channel 4 had obtained a 1981 Dulwich College letter about Farage was a prefect, including allegations of racist and fascist views and a claim about shouting Hitler Youth songs;

[Wolf of My Street🏡 @Ryan__Rigg]

$HYMC Hycroft CEO Diane R. Garrett Appointed Executive Chairman

Diane R. Garrett assumed the position of Executive Chairman, and will continue her role as Chief Executive Officer.

The appointment of Ms. Garrett as Executive Chairman is expected to further align Board and management leadership, enhancing the Company’s ability to execute on its strategy and drive long-term value.

[Geoff Gourd @GeoffGourd]

Few individuals have destroyed Britain as profoundly as Nigel Farage. By normalising grievance-driven populism and driving Brexit without a long-term national strategy, he helped push the country into political fragmentation, institutional mistrust, and economic self-harm.

[Geoff Gourd @GeoffGourd]

Trump (Russian agent Krasnov) Had campaign associates with repeated Russia contacts, some of whom lied to investigators; Mueller found Russia interfered “in sweeping and systematic fashion.”

[Geoff Gourd @GeoffGourd]

Trump (Krasnov) Undermined confidence in U.S. elections and institutions, matching Russia’s long-term aim of weakening Western democracy.
Planned/ordered U.S. troop reductions in Germany, which critics say weakens NATO deterrence against Russia.

[Geoff Gourd @GeoffGourd]

Trump (Krasnov) has shifted Ukraine aid burden on Europe, with no major new U.S. Ukraine aid authorization after Jan. 2025, according to CFR.
Pressed for quick Ukraine-Russia negotiations, raising fears of a settlement that rewards Russian occupation. Praised Putin always

[Geoff Gourd @GeoffGourd]

Trump : (Russian Agent Name Krasnov)
Has Stopped Ukraine support, including 2025 stopped military aid/intelligence sharing, which critics said helped Russia’s battlefield position.

[Geoff Gourd @GeoffGourd]

Trump : (Russian Agent Name Krasnov)
Repeatedly questioned NATO and pressured allies, which weakens the alliance Russia most wants divided.
Publicly sided with Putin over U.S. intelligence at Helsinki in 2018, saying he saw “no reason” Russia would interfere.