JGMS

Speculation & Investment - Exploration & Discovery - Value & Growth - Gold Silver Mining & Natural Resources ASX-TSX-LSE since 2007 - Cycles - More to Learn

[Vukasin Pekovic @VukasinPekovic]

$HHH.V

[Elliott Wave International @elliottwaveintl]

Pay attention to who's buying gold - and who's selling it.

Large speculators just made a major jump in bullish positioning, an unusual move for a group that typically follows the trend.

Meanwhile, commercial traders - the people closest to the physical gold market - have built one of their largest net-short positions in 16 years.

That's a signal worth watching.

See where Elliott waves point gold next: https://t.co/h9IcAZ9km7

[Oliver Groß @minenergybiz]

The Gold Miners Bullish Percent Index drops to zero. Yes, you read that correctly. Historical 👀🔥
Total capitulation.

[Oliver Groß @minenergybiz]

Gold: COMEX OPEN INTEREST also shows capitulation 👇

[Adam Taggart @adamtaggart]

Whoa

Apparently China just made the biggest purchase of physical Silver in history, buying 847 tons of Silver in 1 month

Previous monthly record: 312 metric tons, in March 2024

(source: @GlobalProTrader)

Any confirmation from an additional source would be greatly appreciated

[Otavio (Tavi) Costa @TaviCosta]

There is nothing more technically bullish than a 40-year resistance level turning into major support.

That is exactly where gold miners sit today.

Act accordingly.

https://t.co/7Y87Aem7Ag

[Bob Loukas 🗽 @BobLoukas]

Besides the gold Cycle count, the tell is Silver. It never holds up like this 5 months after a blowoff unless it's preparing for the next move. In a bull market silver advances via blowoff moves generally 12-24 months apart.

[Junior Mining Network @JrMiningNetwork]

Phenom Announces Letter of Intent for a Strategic Investment Private Placement Financing and Joint Venture with SSR Mining Inc. for 15% Interest in Dobbin Project $PHNM.V https://t.co/Be2HPgeHh4

[Baron Investments @baroninvestment]

A few more paragraphs on this...

STRATEGIC MINERALS #SML at current valuation levels are a sitting duck as one of the highest graded Tungsten plays globally with the deposit remaining open along strike and depth! A multi decade mine life, an orebody that very likely expands and £Billions in cumulative free cash expected at a fraction of todays metal price.

One has to also note that holding TUNGSTEN WEST #TUN (which soon goes into production) is set to make much of its market cap in free cash each year! Analysts are already talking about how it's going to distribute as the optionality will be immense (production capacity, dividends, buyback but also M&A). Zeus in their recent report highlighted that at just $680/mtu the company will make free cash of $100m per annum but pricing right now is c.$3,000/mtu!

High profile investor and Australian billionaire Greg Coffey (“the wizard of Oz”) owns 3.34% of Strategic and 15.57% of Tungsten West. And fwiw, Coffey recently provided funding for the first phase restart of fines gravity processing at Hemerdon.

Very very happy to be in both and I'm sure it's not just me?

[bob coleman @profitsplusid]

Gold Silver Platinum Palladium Futures Alert

CME is lowering margin requirements on Comex Gold and Silver Futures, as well as, Nymex Platinum and Palladium Futures effective at the close of business on May 29, 2026

Gold margin decrease by 16%
Silver margin decrease by 10%
Platinum margin decrease by 18%
Palladium margin decrease by 16%

[Jordan Roy-Byrne CMT, MFTA ⛏⛏ @TheDailyGold]

Gold’s Post-Breakout Correction

Analog studies are most effective when the setups truly match...and these do.

This correction is maturing. We’re in the later innings.

[Junior Mining Network @JrMiningNetwork]

McFarlane Lake Announces $6.75 Million Investment Led by Strategic Investors – Michael Gentile and Pierre Beaudoin $MLM.CN https://t.co/XBRdYlWeSf

[Torchin Capital @torchincapital]

Tom Kaplan finally making his move to IPO his #Silver vehicle, Sunshine Mining & Refining Co at US $2.32 Bln valuation. We're in the age of large scale PM resource IPOs. Minimum order was US $3mln last yrs private round. Should be orders of magnitude higher now.

[Ronnie Stoeferle @RonStoeferle]

20 years. 20,000+ hours. 20+ people.

The 20th anniversary In Gold We Trust report is here. 🪙

I genuinely don't know many documents with more capital, love and devotion poured into them. Everything on #Gold, #Silver, #Bitcoin, #Commodities, #SoundMoney, #AustrianEconomics — and yes, a few questionable sports analogies.

Huge thanks to @MarkValek and to our brilliant guest authors: @izakaminska @michaeljmcnair @judyshel @LukeGromen @ctindale @BullionBrief @TedJButler and many more!

👉 https://t.co/Z69tIT4P0U

[Pippa Malmgren @DrPippaM]

The Head of China’s premier spy agency confirms we are now in a new era of rapprochement between the US and China. Arnaud Bertrand on Substack has done a superb job of bringing this piece to our attention and analyzing it. Of course both sides will say “we won/are winning”. But the reality is that both sides win now and so does humanity.

This confirms what I said in “The Hug and the Circumpuct”. Business leaders get ready for an explosion of growth opportunities in Anerica and China alike. Get ready for China to lift national incomes by building enduring brands. This is what Japan and Europe did. Its what Haier did.

https://t.co/XT2nap5vn1

See China’s Spy Agency thinks the Worst is Over

https://t.co/VoDOyRn6hP

[JGMS @JGMS_Invest]

$WM.TO $AEM along Detour trend and former Balmoral projects

[Junior Mining Network @JrMiningNetwork]

Wallbridge to Advance Fenelon to Pre-Feasibility Study with Strategic Investments from Agnico Eagle and Waratah for Approximately C$56 Million $WM.TO https://t.co/Xj2bkpdvZT

[Junior Mining Network @JrMiningNetwork]

GR Silver Reports Its Best Ever Drill Results at San Marcial: 45.1 m at 1,623 g/t Ag, Including 8.25 m at 8,579 g/t Ag, in Hole SMS26-04 $GRSL.V https://t.co/wEF2wYnmbW

[Kurt S. Altrichter, CRPS® @kurtsaltrichter]

Warsh has signaled he wants to change the Fed’s preferred inflation gauge.

The Fed has used Core PCE, which excludes food and energy, as its benchmark since 2000. Warsh favors Trimmed Mean PCE, which removes the most extreme price movements each month instead of excluding whole categories.

The practical difference: Trimmed Mean PCE currently reads 2.36%, well below the 3.20% reading on Core PCE. Depending on which measure the Fed follows, the case for rate cuts looks very different.

This is not a minor procedural change. The metric the Fed uses to gauge inflation directly determines when it judges the economy to be at target.

If Warsh moves the committee toward Trimmed Mean PCE, he is mathematically moving the Fed closer to a declared victory on inflation, which creates runway for rate cuts even as headline readings stay elevated.

You’d think with 400+ Ph.D. economists and 500+ researchers on the payroll, the Fed would run the most sophisticated macro forecasting operation on the planet, leaving Bloomberg and every major hedge fund in the dust. Not even close. When the data doesn’t cooperate, just change the data.

Same thing I saw in the Army when time or weather worked against higher leadership, and we would quietly move the goalposts rather than admit the standard couldn’t be met. Can you tell why I didn’t stick around for the full 20 years?

[Peter Berezin @PeterBerezinBCA]

Capital-light model, RIP

[Oliver Groß @minenergybiz]

That's a significant investment and commitment to Canada from the country's leading gold producer 🇨🇦
Agnico Eagle to invest $14 billion in its Ontario mining assets by 2030 as mine permit reforms start to pay off ⛏️🪙 $AEM
https://t.co/OovzTcggPb