Jodi Cassidy

Interests: Real Estate/Investing, Graphic/Web Design, Interiors/Architectural Photography

[SilverCrownRoyalties @SilverCrownSCRI]

Silver partner news… in case you missed it
https://t.co/4JSCcOTVWX

[Jaime E. Carrasco @IJCarrasco]

Sharing this interview recorded yesterday morning in which I had the pleasure to share CWM's investment views and client strategy through these volatile markets.

In this conversation, I walk through why we continue to emphasize a disciplined allocation to monetary metals — not as a trade, but as a core strategy in an era defined by currency debasement, rising geopolitical risk, and structurally higher inflation.

At CWM, we are strategically positioned.

30%+ in gold and silver is not aggressive — it is appropriate.
Because no matter the path forward:

• Inflation → metals reprice higher
• War → deficits expand → currencies weaken
• Recession → policy response = more liquidity

Different roads, same destination. Gold wins and silver follows.

This is not about timing the market — it’s about understanding the system.

Repost to help others see it coming — and reach out at [email protected] if you need guidance building a proper allocation.

https://t.co/xbDfZkwKpw

[SilverCrownRoyalties @SilverCrownSCRI]

In case you missed the interview... https://t.co/b3B7TbOnjH

[SilverCrownRoyalties @SilverCrownSCRI]

In the news this morning... https://t.co/Nd6St5Aql1

[Streetwise Reports @SWReports]

Strategic Investor Michael Gentile Commits CA$3 Million to Silver Royalty Firm
https://t.co/vkrDIOUTYq

Silver Crown Royalties Inc. (SCRI:CBOE; SLCRF:OTCQX; QS0:FSE) secured a CA$3 million investment from Michael Gentile, who also joined as a Strategic Advisor. The investment coincided with elevated silver prices and ongoing commentary around physical market supply conditions.

[Jaime E. Carrasco @IJCarrasco]

What’s your suitable allocation?

Said gold was good value at $1,100 in 2015 — nobody cared.
Allocation set to 5%

Said silver was good value at $16 in 2019 — nobody cared.
Allocation set to 10%

Said AEM was good value in the low CAD $50s in 2023 — nobody cared.
Allocation set to 20%

Now it’s Jan 2026,
Gold is ~$4500
Silver is ~$90
AEM is ~CAD$270,
And silver miners are the last remaining great value — Will anybody care….
Allocation set to 30%

Gold equities are already catching up.

Silver equities remain the laggard with the greatest mean-reversion upside.

As gold, silver, and gold producers have already proved these gaps don’t last.

When the metal is up 5× from the lows and producers still trade like it’s 2019, the asymmetry is obvious.

At CWM, we build allocations before consensus, increase exposure only as the thesis confirms, and stay patient while price, fundamentals, and positioning realign.

[SilverCrownRoyalties @SilverCrownSCRI]

In Case You Missed It... Michael Gentile's interview https://t.co/3oa6xa3nft,
Plus see the latest SCRI Investor Road Shows https://t.co/oyN6218U61

[Jaime E. Carrasco @IJCarrasco]

CWM – Prediction for 2026

This is the year producers truly begin their earnings journey.

Gold producers have been quietly benefiting from higher gold prices since March 2024, when gold decisively broke above $2,000. Price always moves first — earnings follow. That transition is now well underway.

In 2025, silver finally broke the paper chains. Rising out of a distorted 100:1 gold-silver ratio, silver is up ~135% YTD — yet it still trades near a 60:1 GSR, massively disconnected from an ~8:1 mining ratio. That imbalance has not resolved.

As gold’s ascent resumes alongside rising long-term interest rates, the signal is unmistakable: monetary metals are repricing reality, not narratives.

Silver sits downstream of that signal.
It doesn’t follow stories — it follows scarcity, cost, and math.
Now add the missing piece most investors ignore:
Today, Western capital has just ~4% allocated to gold and gold producers.

Historically, during periods of monetary stress, rising rates, and currency debasement, prior generations allocated 20–30%+ to this sector. The chart makes that clear.

That gap is the opportunity.
In 2026, gold and silver producers become the primary beneficiaries as two forces converge:
• Higher realized metal prices
• A coming reallocation from severely underweight portfolios
The result is expanding margins, accelerating free cash flow, balance-sheet repair, and valuation re-ratings.

This journey continues for as long as gold continues to rise — because gold is money, and all else is credit.

This is the phase most investors miss — after the breakout, before the crowd.

At CWM, we stay focused on allocation, fundamentals, and patience — following the Yellow Brick Road, not the noise.

Repost to help others see it coming — and reach out to [email protected] if you need guidance building a proper allocation.

[SilverCrownRoyalties @SilverCrownSCRI]

In case you missed ... @northernminer
read more https://t.co/rk5CB4wRKS

[SilverCrownRoyalties @SilverCrownSCRI]

Read SCRi’s Silver Nugget commentary...https://t.co/mv5bYWHRsN

[Jodi Cassidy @JodiCassidy]

I wonder if crime indicators are down (re: @dmrider & @mahdishabibinia) because too many things have been de-criminalized... If I walk outside I see people doing/smoking crack, fentanyl.. And ODs - never saw ODs until this yr -- now I see them frequently (saw few last yr).

[IntegrityTO @integrity_to]

@dmrider @mahdishabibinia Crime is a top concern because the citizens of Toronto feel unsafe with the proliferation of encampments, open drug use, and aggressive behaviour. Voters are increasingly against Olivia Chow and her destructive agenda.

[IntegrityTO @integrity_to]

@dmrider @mahdishabibinia Crime is a top concern because the citizens of Toronto feel unsafe with the proliferation of encampments, open drug use, and aggressive behaviour. Voters are increasingly against Olivia Chow and her destructive agenda.

[Jodi Cassidy @JodiCassidy]

Unbelievable

[Elon Musk @elonmusk]

💯 hate crime

[SilverCrownRoyalties @SilverCrownSCRI]

SCRi Announces $2M Brokered Financing Led by Centurion One https://t.co/64Wd2BbH7I

[Pierre Poilievre @PierrePoilievre]

Charlie Kirk was a 31-year-old father of two, mercilessly assassinated yesterday on a university campus for simply expressing his views.

We must unite around this important principle: political violence is never acceptable. Freedom of speech and expression must be protected.

My prayers are with his wife, his children, and all who loved him.

[SilverCrownRoyalties @SilverCrownSCRI]

Looking forward to seeing you in Beaver Creek and Colorado Springs starting next week!

[Pierre Poilievre @PierrePoilievre]

Your home is your castle.

I call on the government to pass the Stand on Guard law to preserve Canadians' right to defend themselves without fear of punishment.

Sign here to Stand On Guard for your home: https://t.co/UKZBzOYevM

[SilverCrownRoyalties @SilverCrownSCRI]

In case you missed it... view the interview https://t.co/qI5ffVD6a5

[Jaime E. Carrasco @IJCarrasco]

Congrats team $SCRI for having the vision to save some of your shareholders cash in non-FIAT #silver money, at a 100:1 #gold and 2500:1 #BTC saving in #silver is by far the value choice.

#silversqueeze

[SchiffGold @SchiffGold]

Peter Schiff exposes the Fed’s April Fool’s act—Powell’s rate hikes and money printing are mere theater. Free markets and sound money, like gold, remain the true antidote to inflation.

https://t.co/bWwRXyjA07