KilconaVC

Private Equity • Venture Capital • Commodities #Defence #Copper #Gold #Silver #Ai #SAF #Graphite **Opinions are not financial advice**

[KilconaVC @KilconaVC]

Three likes?! 🤣

Did anyone click the photo?!

Twelve Month Rolling ROI: +1788.35%

With my current locked in PP’s added. Easily 2000%+ in my last 12 months.

The best is yet to come!!

#TSX #TSXv #ASX #FinTwit #MinTwit #BioTwit #Nasdaq #NYSE #OTC

[KilconaVC @KilconaVC]

Just win baby!!

Q1 2021 ROI update!!

Three PP’s unlocking this quarter. All exceed 100%+ in gains.

I highly anticipate next quarters numbers to materially go up! Again! ✌🏻😎

#TSX #TSXv #ASX #Nasdaq #NYSE #FinTwit #MinTwit #BioTwit

[KilconaVC @KilconaVC]

I’ll probably do this one day…

But to whom…

[KilconaVC @KilconaVC]

@BNNBloomberg What should scare 🇨🇦’s most is this recession is based on StatsCan data.

StatsCan data since 2016 has been skewed. This is when the head of StatsCan stepped down. Citing philosophical difference effecting the independence of office.

They moved the goal posts and still missed.

[Marc Nixon @MarcNixon24]

Mark Carney in committee as Bank of England Governor 2014 strategy EXPOSED:

Set one clear goalpost.

Hit it immediately.

Then create 18 new “indicators” so nobody can tell what the goal is anymore.

They called it fuzzy guidance.

I call it weaponized confusion.

[KilconaVC @KilconaVC]

@CanadianCoffey So over a 3 year period we are looking at sub 1%/yr net growth if these targets are hit (they won’t be hit).

Meanwhile our neighbour (USA), who we are now supposed to hate (but I don’t). Will grow 200%+ faster than our economy during the same period.

You’re applauding that.🙄

[KilconaVC @KilconaVC]

@GoldSwitzerland Gold never goes up. Fiat always collapses.

[KilconaVC @KilconaVC]

The metaphor about filling up the stadium as it relates to paper currency is genius!!

[Egon von Greyerz @GoldSwitzerland]

GOLD WILL NOT GO UP IN THE NEXT 5-10 YEARS

[James E. Thorne @DrJStrategy]

For the record.

In Canada, It Matters How the Economy Dies.

The Canadian economy is dead. It just didn’t die with a crash big enough to satisfy the models. No Lehman moment, no Covid‑style cliff, just two negative quarters of GDP, years of falling output per person, negative productivity, and a private sector slowly strangled by rates and regulation while the establishment insists the patient is “resting.”

On the facts, this isn’t ambiguous. Real GDP has contracted for two consecutive quarters on an annualized basis. Labour productivity has been flat or negative since 2021. Real GDP per capita is below its pre‑pandemic level. Ontario has logged its worst non‑pandemic quarterly job losses since the mid‑1970s. The only consistent growth is in government payrolls and compliance, not in private enterprise and investment. If that isn’t recessionary, the word is meaningless.

And yes Macklem threatens rate hikes through all of this insanity.

Yet Canada’s official guardians insist nothing fundamental has broken. The C.D. Howe recession‑dating committee says the downturn is not “pronounced, persistent, and pervasive” enough. The central bank warns against overreacting to “technical” weakness. Bay Street talks about “soft landings” and “resilience.” In some quarters, the answer to this slow‑motion collapse is not relief, but further rate hikes. Ignore the body on the table, we are told, the vital signs aren’t quite bad enough yet to fill out the certificate.

Their rulebook was built for heart attacks, not cancers. It excels at spotting sudden collapses in aggregate GDP and jobs. It barely registers slow organ failure: a few tenths off real GDP per capita each year, productivity edging down, ugly quarters for private‑sector employment and capex offset by public hiring. None of that triggers the old alarms until the damage is permanent.

Meanwhile, Canada has been busy throwing away the advantages that once justified its prosperity. Energy and resource projects are stalled or strangled. Business investment per worker trails peers. A country rich in capital, talent, and geography behaves as if it can live forever off inherited endowments while making it harder to build anything new. That is not “resilience.” It is delusion.
Canada’s economic establishment needs to wake up.

Two negative quarters of GDP, negative productivity, falling GDP per person, historic job losses in the core province, a suffocated private sector and calls for more tightening on top, are not signs of an economy “cooling toward trend.” They are signs of an economy that has already crossed the line from stagnation into decay.

The Canadian economy is dead in the way that matters: as an engine of rising living standards and a place where private capital is rewarded for building the future. It just didn’t die loudly enough for the old definitions. The real question now is not what we call it, but how long our institutions will keep pretending the corpse is “resilient.”

[KilconaVC @KilconaVC]

Has anyone seen the $500 scene in the movie Bubble Boy?

Now picture JG saying $5,000 instead and you’re looking at your gold charts.

Let’s will this sucker (gold) back over five thousand dolllllla!!! Five thousand dollllllla!!! Five thousand dollllllla!!!

😂🤣

[KilconaVC @KilconaVC]

@PierrePoilievre Maybe I’m built differently. But 16.51% annual return in markets lately is frankly an under-performer. Would feel like I’m losing money to inflation making just 16.51% per year.

[KilconaVC @KilconaVC]

@sarobertson_ David Cochran should look at the currency relationship to the USD.

Men lie, women lie, numbers don’t.

[KilconaVC @KilconaVC]

USD buys an extra penny of CAD. This after USD to CAD exchange rates fall, following Canada’s declaration of recession.

[KilconaVC @KilconaVC]

“Is this a dunk tank, what is this!?”

Rubio is authentically hilarious and sharp. I love it!

[KilconaVC @KilconaVC]

@MelissaLMRogers Happening in the mining industry too. Some are even dropping their Canadian stock symbol in favour of just an American symbol.

If this becomes a trend, Canada’s market which is propped up by miners and energy stocks could crash.

Add in over inflated banks = huge index risk.

[Mario Zelaya @mario4thenorth]

BREAKING:

The Carney government quietly reversed its own CRTC streaming tax.

The reason, in their words, it "could ultimately fall on Canadian consumers through higher prices."

We were all right.

That's the same argument every critic has made and was told they didn't understand the policy.

This is where it gets worse: the same Liberal government is spending $600 million of your money to undo what it just did, and is directing the CRTC to review its own ruling.

In other words: every critic was right.

The government wasted everyone's time.

And the cleanup costs you $600 million.

https://t.co/GAMt1lUAVw

[Сarm1ne @carm1nee]

Ron Baron put $1.7 billion into SpaceX while it was private - it turned into $15 billion

he just placed a billion dollar order at the IPO and said "10 trillion, 20 trillion, 30 trillion and I could be very low"

he started with $100 million in 1992, made his clients $61 billion in profit when he was a kid he drove an ice cream truck, now the president of the NYSE comes to him for advice

"I pushed all the chips to the center of the table to be tied to the most successful man on the planet, clearly risky, but that's my game"

"never bet against the guy with superpowers who would never give up"

bookmark and watch it today ↓

[Silver Gold News @SilverGold_News]

The Price Of Gold Is Coiled To Surge Above $6,000:

'Central Banks have been major buyers of #Gold for the past 3 years, as an alternative to the Dollar buying up to a quarter of supplies. 

Their purchases were part of an almost Two centuries old tradition reflecting gold’s role as a safe haven or store of value... China bought 160,000 Ounces in March for the 18th month in a row of continuous purchases.'

https://t.co/RU4Tp39Oxz

[KilconaVC @KilconaVC]

@Vivek4real_ Suddenly the people who owned it, realized that the US Gov can seize their bitcoin.

This after Scott Bessent announced they had confiscated over $1B in Iranian Cypto.

Not really decentralized if the US Gov can make it vanish with a key stroke.

[Ronnie Stoeferle @RonStoeferle]

#GotGoldMiners?

[Mike Netter @nettermike]

🚨 SEATTLE’S SOCIALIST MAYOR JUST HUMILIATED HERSELF IN THE NEW YORK TIMES
She called concerns about millionaires fleeing the new 9.9% millionaire tax “super overblown”… and even said “And the ones that leave? Like, okay.”
Now she’s forced to admit those comments “caused more harm than good.”
Meanwhile, Starbucks is building a massive new headquarters in Nashville, Boeing is moving jobs to South Carolina, Amazon is expanding in Virginia, and Seattle is staring at a $140 million budget hole.
The progressive billionaire who helped fund the tax just said: “Virtually every wealthy friend I have has either left or is planning to. It’s a catastrophe.”
The mask is slipping.
This is what happens when ideology meets reality.

[Robert Friedland @robert_ivanhoe]

Comex copper prices are brushing all-time highs as we hear rumours that a US copper tariff may be introduced from January 2027. The premium that Comex copper is trading at over the LME, for December 2026 futures, is closing in on $1,000 per tonne (the arbitrage is right hand column)