Haze

Just out here doing out here things in the ole #BBN. #CATS —— Ent-Rep-Ren-Eur

[Haze @ZenManHaze]

Check out Blazin's video! #TikTok https://t.co/o5UVCKzIPC

[The Motley Fool @themotleyfool]

Since 2020:

+903%: Bitcoin
+380%: Silver
+234%: Gold
+213%: Technology
+165%: Nasdaq
+131%: Industrials
+131%: S&P 500
+111%: Consumer Discretionary
+71%: International Stocks
+67%: Consumer Staples
+6%: Bonds

[Haze @ZenManHaze]

Check out Blazin's video! #TikTok https://t.co/o5UVCKzIPC

[Haze @ZenManHaze]

https://t.co/4siCcUag7M

[George Noble @gnoble79]

People are going to be SHOCKED by how high gold and silver go from here.

Not in five years. Not in two years.

Starting NOW.

Everyone knows the standard gold bull case. Central banks buying. Dollar debasement. Geopolitical chaos. Fiscal deficits spiraling.

That's the soft, complacent version. The polite dinner party argument.

I'm telling you something different:

The really contrarian view right now isn't that gold pulls back.

The really contrarian view is that it goes up FAR more than anyone imagines.

Gold's total market cap sits around $30 trillion. Silver around $8 trillion.

Global stocks? $125 trillion. Bonds? $300 trillion. Total financial assets? Over $500 trillion.

All it takes is a small fraction of that $500 trillion saying: "I want out of this paper money charade."

And most of that $30 trillion in gold isn't even tradable. It's locked in central bank vaults. The actual buyable float is a fraction of the total.

A $500 trillion ocean of capital with a tiny escape hatch.

Now look at what just happened:

A whale in China deliberately shorted silver. Sloppy, loud, wanted everyone to know. Tried to slam the price and shake out the bulls.

In 2022, a sloppy seller did the exact same thing in nickel. Publicly shorted it. Pushed it down for days.

Then nickel TRIPLED.

Markets love to punish that kind of arrogance.

Meanwhile, the COMEX servers just overheated and shut down.

Again. Same thing happened around Black Friday.

And what followed? A moonshot in precious metals.

The meme bros who piled into SLV last year got rinsed.

And that's good. The market needed to shake out weak hands.

But even after the rinse, gold found a bid. Every single dip got bought. Every selloff reversed.

Strong markets don't let you in.

Gold at $5,200 is trading bid because foreign central banks are structurally reallocating away from dollar reserves.

Now let's talk about what's funding this rotation...

Nvidia just reported $68B in quarterly revenue. Beat every estimate.

But the stock DROPPED 5.5%. Wiped out $260B in market value in a single session.

Morgan Stanley called it the largest, cleanest beat in semiconductor history.

And Mr. Market said: "Don't care."

That's not noise. That's the market telling you something profound:

The hyperscalers are on pace to spend $700 billion in AI capex this year. That's going to consume virtually ALL of their cash from operations. Amazon, Microsoft, Google, Meta - locked in a game of capex chicken where nobody can stop spending because they're terrified of falling behind.

Game theory guarantees this ends in a car crash.

In a bull market, companies get rewarded for spending more. But once you cross the Rubicon, companies get rewarded for CUTTING.

The Mag 7 saw earnings up 145%. The other 493 S&P companies? Up 4%.

That's not a broad market. That's 7 companies selling picks and shovels while everyone else digs empty holes.

And the money rotating OUT of those stocks is going into gold, silver, energy, and emerging markets.

This isn't a blip. China has outperformed the S&P two years running. The equally weighted S&P is crushing the cap-weighted version in 2026.

The next 5 - 10 years will look NOTHING like the last 5 - 10.

Here's what I'd do:

SELL ALL YOUR BONDS. If bonds are rallying, it means the wheels came off the economy. Either way, gold wins.

Switch from SPY to RSP. Stop letting 7 overvalued companies dictate your portfolio.

Own energy. Own precious metals. Own emerging markets.

And above all:

Own gold and silver.

People say it's overbought. But you know what overbought really means?

"I forgot to buy it and it went up without me."

Every driver of gold (fiscal recklessness, geopolitical chaos, central bank buying, dollar debasement) is accelerating.

Someone asked what would make me bearish on gold.

Easy: an outbreak of common sense in fiscal and monetary policy.

Wake me up when that happens.

Until then?

Gold. Don't trade it. Own it.

[George Noble @gnoble79]

People are going to be SHOCKED by how high gold and silver go from here.

Not in five years. Not in two years.

Starting NOW.

Everyone knows the standard gold bull case. Central banks buying. Dollar debasement. Geopolitical chaos. Fiscal deficits spiraling.

That's the soft, complacent version. The polite dinner party argument.

I'm telling you something different:

The really contrarian view right now isn't that gold pulls back.

The really contrarian view is that it goes up FAR more than anyone imagines.

Gold's total market cap sits around $30 trillion. Silver around $8 trillion.

Global stocks? $125 trillion. Bonds? $300 trillion. Total financial assets? Over $500 trillion.

All it takes is a small fraction of that $500 trillion saying: "I want out of this paper money charade."

And most of that $30 trillion in gold isn't even tradable. It's locked in central bank vaults. The actual buyable float is a fraction of the total.

A $500 trillion ocean of capital with a tiny escape hatch.

Now look at what just happened:

A whale in China deliberately shorted silver. Sloppy, loud, wanted everyone to know. Tried to slam the price and shake out the bulls.

In 2022, a sloppy seller did the exact same thing in nickel. Publicly shorted it. Pushed it down for days.

Then nickel TRIPLED.

Markets love to punish that kind of arrogance.

Meanwhile, the COMEX servers just overheated and shut down.

Again. Same thing happened around Black Friday.

And what followed? A moonshot in precious metals.

The meme bros who piled into SLV last year got rinsed.

And that's good. The market needed to shake out weak hands.

But even after the rinse, gold found a bid. Every single dip got bought. Every selloff reversed.

Strong markets don't let you in.

Gold at $5,200 is trading bid because foreign central banks are structurally reallocating away from dollar reserves.

Now let's talk about what's funding this rotation...

Nvidia just reported $68B in quarterly revenue. Beat every estimate.

But the stock DROPPED 5.5%. Wiped out $260B in market value in a single session.

Morgan Stanley called it the largest, cleanest beat in semiconductor history.

And Mr. Market said: "Don't care."

That's not noise. That's the market telling you something profound:

The hyperscalers are on pace to spend $700 billion in AI capex this year. That's going to consume virtually ALL of their cash from operations. Amazon, Microsoft, Google, Meta - locked in a game of capex chicken where nobody can stop spending because they're terrified of falling behind.

Game theory guarantees this ends in a car crash.

In a bull market, companies get rewarded for spending more. But once you cross the Rubicon, companies get rewarded for CUTTING.

The Mag 7 saw earnings up 145%. The other 493 S&P companies? Up 4%.

That's not a broad market. That's 7 companies selling picks and shovels while everyone else digs empty holes.

And the money rotating OUT of those stocks is going into gold, silver, energy, and emerging markets.

This isn't a blip. China has outperformed the S&P two years running. The equally weighted S&P is crushing the cap-weighted version in 2026.

The next 5 - 10 years will look NOTHING like the last 5 - 10.

Here's what I'd do:

SELL ALL YOUR BONDS. If bonds are rallying, it means the wheels came off the economy. Either way, gold wins.

Switch from SPY to RSP. Stop letting 7 overvalued companies dictate your portfolio.

Own energy. Own precious metals. Own emerging markets.

And above all:

Own gold and silver.

People say it's overbought. But you know what overbought really means?

"I forgot to buy it and it went up without me."

Every driver of gold (fiscal recklessness, geopolitical chaos, central bank buying, dollar debasement) is accelerating.

Someone asked what would make me bearish on gold.

Easy: an outbreak of common sense in fiscal and monetary policy.

Wake me up when that happens.

Until then?

Gold. Don't trade it. Own it.

[ThinkingMan @thinkingmanDJ]

This guy is going places. #TikTok https://t.co/rtWND15Dzs

-#PERMPOON #INDvsENG

[Hazen Christensen @hazenchr01]

Lifetime membership: $199. Physical gold & silver in their vaults OR shipped. Fractional purchases... Wallet for quick liquidation if needed. That's huge. Secure, Trusted, Vaulted, Insured. Pass it along to anyone looking. https://t.co/nGktPEH4zC

[Haze @ZenManHaze]

@thinkingmanDJ thank you.

[Haze @ZenManHaze]

thank you

[Haze @ZenManHaze]

Buy Physical gold & silver-store in their vaults OR ship. Fractional- buy lil or a lot. SoundMoney Wallet for quick liquidation if needed. That's huge. Secure, Trusted, Vaulted. Pass it along - thank you. https://t.co/pT3Vo3AxfA

[Haze @ZenManHaze]

Buy Physical gold & silver-store in their vaults OR ship. Fractional- buy lil or a lot. SoundMoney Wallet for quick liquidation if needed. That's huge. Secure, Trusted, Vaulted. Pass it along - thank you. https://t.co/pT3Vo3AxfA

[Haze @ZenManHaze]

@lunarfq Hi..... hahaha... that's awesome

[Haze @ZenManHaze]

The other site wasn't allowing anyone to create an account. Sorry about that. It's all fixed now.

[KyTomCat @KyTomCat33]

Prime Video's documentary on the old ABA, (American Basketball Association), called Soul Power, brought back some great memories as a kid like me. That red, white, and blue basketball had me mesmerized.

[Global Energy Metals Corp. (TSXV:GEMC | OTC:GBLEF) @EnergyMetals]

$GEMC | $GBLEF believes the electrified future is built on critical metals ⚡🔋

⚒️ Cobalt, nickel, copper, silver, lithium amongst others are essential to EVs, storage & clean energy — and demand is only growing!

- Now is the Time -

Find out more 👉 https://t.co/Ng0MgTYgP6

[Haze @ZenManHaze]

Small steps :)

[Haze @ZenManHaze]

The person you marry is the person you fight with. The house you buy is the house you repair. The dream job you take is the job you stress over. Everything comes with an inherent sacrifice — whatever makes us feel good will also inevitably make us feel bad.

[Staceys555 🌊🌊 @staceys5551]

Who is old enough to remember this?

[ESPN @espn]

That was really Tom Brady's first TD in the first quarter of a #SuperBowl

This is the 10th he's played in 😯

[Haze @ZenManHaze]

@CameronMillz They are all weird nowadays. They must say: let’s outweird each other. 😂🤷‍♂️