Part Time Investing

Skate where the puck is going.
Disc: Not investment advice.

[Part Time Investing @PartTimeInvstms]

2026 crystal ball trades:

- Critical metals trade alive and well (overweight in tungsten & rare earths)

- Precious metals will trend higher (Gold 5500, Silver 125, Copper 6.5 by year-end)

- Re-shoring and manufacturing boom still intact

- Interest rates to trend lower (3.5% on the 10y by year-end)

- Technology and AI still firing on all cylinders, physical AI becomes a reality

- Space exploration kicks into another gear

Top holdings: $RKLB $PL $SILXY $LPTH $LUNMF $GOOGL $BWXT $NEM

[Part Time Investing @PartTimeInvstms]

@JS_Invests_ @DrJStrategy Has already ended, Iran only had 1 card and that is expiring by the day.

[Part Time Investing @PartTimeInvstms]

@gbrew24 What are they waiting for to lash out then? Lol that's such a dumb take. The "3rd way" is CRUMBLING the regime from within. They need to tighten the screws a bit more and just sit back and wait.

[Part Time Investing @PartTimeInvstms]

@BarakRavid @axios This was always the best option by far. Good move by @POTUS

[Part Time Investing @PartTimeInvstms]

@anasalhajji What about the huge loss over sustaining artificially low prices of gasoline and diesel in Brazil?

[Part Time Investing @PartTimeInvstms]

@AndreasSteno Waller and his buddies after seeing the market shrugging off the initial sell reaction

[Part Time Investing @PartTimeInvstms]

@dailydirtnap They're corrupt and partisan to the surprise of no one

[Part Time Investing @PartTimeInvstms]

It's crazy that most of the media and the markets in general still treats #RareEarths as one single thing with so much price dispersion depending on which metal you're talking about

[MINING.COM @mining]

Yttrium costs 125 times more in Europe than in China, Argus Media data show.

In October, a ton cost about $1.15 million in Europe, against $9,144 in China.

Before China’s export curbs, global prices were only marginally higher.

Dysprosium, used in high-tech magnets, now costs overseas buyers 20 times more than in China.

“Within the next year or two, really there is very limited ex-China supply which is going to be available,” a Project Blue research director said.

[Part Time Investing @PartTimeInvstms]

@DrJStrategy He is letting them expose how stupid, political and backward-looking they are

[Part Time Investing @PartTimeInvstms]

@dailydirtnap Waller trying to force Warsh's hand doesn't look good. It gives jealousy vibes

[Part Time Investing @PartTimeInvstms]

@AndreasSteno And some Fed watchers are mad that Warsh ended the Fed-watching game

[Part Time Investing @PartTimeInvstms]

@Estadao

[Polymarket @Polymarket]

JUST IN: Maryland activist helps block a $5B AI data center planned for the site of an abandoned shopping mall that closed 24 years ago, after gathering over 25,000 signatures.

[Part Time Investing @PartTimeInvstms]

@JesseBWatters Fair enough, he tried pleasing his MAGA extremists but apparently was not enough, now it's time to try the other way

[Part Time Investing @PartTimeInvstms]

@AndreasSteno Don't you dare saying the AI bubble won't blow up and we'll not have a global DEPRESSION Andreas

[Part Time Investing @PartTimeInvstms]

@michaeljburry Yes! Lots of good hard-working people in the bunch

[Part Time Investing @PartTimeInvstms]

@ericwallerstein That's bc the war is mostly over, even if the current status quo persists

[Part Time Investing @PartTimeInvstms]

@AndreasSteno Face-ripping rally today, Mr. Market was caught wrong-footed with all the doomerism and panicking

[Part Time Investing @PartTimeInvstms]

And some folks think #crypto is a more scarce asset than #gold 😂

[Mathelirium @mathelirium]

Gold is forged when two neutron stars merge

[Part Time Investing @PartTimeInvstms]

@pepemoonboy

[Part Time Investing @PartTimeInvstms]

@dee_bosa