The Gold Falcon

Macro realist! Nothing I share is financial advice. DYODD

[The Gold Falcon @The_GoldFalcon]

@BuyingMyFreedom @RupertLowe10 Tom is down to earth and a real person! hes a grafter! we need more people like him in this world

[The Gold Falcon @The_GoldFalcon]

@RyanCla71284542 @hinds_stuart They are also debt free and have a significant cash balance and a tier 1 asset in Haveiron! In the long term - it should deliver!

[The Gold Falcon @The_GoldFalcon]

@RyanCla71284542 @hinds_stuart fair points but i did some high level analysis (just on the AISC which i think is the biggest factor for the decline) and they are expanding the resource at Telfer, so should deliver higher returns long-term.

[The Gold Falcon @The_GoldFalcon]

@AtomicEconomics @AntonKreil Stable bond market??🤣🤣you must be joking!! The 40 year bull market for bonds is over and has been for the last few years. It's all downhill from year!!

[The Gold Falcon @The_GoldFalcon]

@Investingcom why do u make M/M comparisons!! its so misleading! we need to see YoY comparisons for the month!

[The Gold Falcon @The_GoldFalcon]

@AntonKreil Plus they have some of the greatest natural resources on the planet but choose not to exploit them!🤣🤣

[The Gold Falcon @The_GoldFalcon]

@_samdb Seems like a massive overreaction. it looks like a lot of the AISC relates to extra capital expenditure on expanding resource at telfer. How is this a bad thing? Also they have no debt and big cash balance!

[The Gold Falcon @The_GoldFalcon]

@goldseek This is hilarious!! how can people not realise or understand this??🤣🤣🤣 you are giving your dollars away and have counterparty risk for absolutely nothing in return!

[The Gold Falcon @The_GoldFalcon]

@Investingcom return to normal!!

[The Gold Falcon @The_GoldFalcon]

📈 Retail sales rose 0.6% in June vs May and 3.9% YoY. But with inflation at 7%, real sales are down nearly 3%. More dollars spent, less bought. #Economy #RetailSales #Inflation

[The Gold Falcon @The_GoldFalcon]

@Investingcom you would expect sales to increased due to inflation!!😅

Retail sales up 3.9% YoY in June sounds good — but with 7% inflation (real inflation), real sales are actually down ~3%. We're spending more, but getting less.

[The Gold Falcon @The_GoldFalcon]

@AntonKreil discusting

[The Gold Falcon @The_GoldFalcon]

@BuckyDroid @Investingcom why is month on month a good benchmark to use??

[The Gold Falcon @The_GoldFalcon]

@goldseek so its not at a all time high basically!!😅😅

[The Gold Falcon @The_GoldFalcon]

@BBCWorld how does this affect B2Gold and Endeavour mining

[The Gold Falcon @The_GoldFalcon]

@Investingcom https://t.co/Y4PkeEuern

[The Gold Falcon @The_GoldFalcon]

🚨 Don’t be fooled by the June jobs headline 🚨
+147K jobs sounds solid — but nearly half came from government hiring.
📉 Private-sector jobs: +74K (–48.4% YoY)
📈 Gov jobs: +73K (+24.6% YoY)

The labor market is cooling fast — propped up by the public sector.
#JobsReport

[The Gold Falcon @The_GoldFalcon]

🚨 Don’t be fooled by the June jobs headline 🚨
+147K jobs sounds solid — but nearly half came from government hiring.
📉 Private-sector jobs: +74K (–48.4% YoY)
📈 Gov jobs: +73K (+24.6% YoY)

The labor market is cooling fast — propped up by the public sector.
#JobsReport

[The Gold Falcon @The_GoldFalcon]

Berkshire Hathaway is sitting on $350B in cash — more than the entire market cap of the top gold producers combined. They can’t find anywhere big enough to deploy it…

👉 Imagine what happens if even a tiny slice flows into gold miners.
(Chart via @TheGoldAdvisor )#Buffett #Gold

[The Gold Falcon @The_GoldFalcon]

Gold should be off to the races if this happens!! watch!!🚀🚀

[Investing.com @Investingcom]

*FED'S WALLER: COULD CUT RATES AS EARLY AS JULY MEETING