Bichael Murry - Gold & Silver Bug

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[Bichael Murry - Gold & Silver Bug @BichaelMurr]

@KarelMercx First Nvidia and AMD (GPU's), now memory producers are printing green candles. Which companies will follow next due to AI demand? 🤔

[Bichael Murry - Gold & Silver Bug @BichaelMurr]

@KarelMercx Bedankt Karel! Ik had deze helemaal gemist

[Bichael Murry - Gold & Silver Bug @BichaelMurr]

@KarelMercx What would be a realistic free cash flow in 3/5/10 years?

[Bichael Murry - Gold & Silver Bug @BichaelMurr]

@KarelMercx Stagflation incoming?

[Bichael Murry - Gold & Silver Bug @BichaelMurr]

@KarelMercx Is the AI bubble finally going to burst?

[Bichael Murry - Gold & Silver Bug @BichaelMurr]

#GOLD $GOLD 🔥

[Don Durrett - goldstockdata.com @DonDurrett]

Aris Mining. Q4 results. 210K oz at $1485 AISC. Segovia expansion ramp up in Q2, taking production to 250K oz in 2025. Marmoto expansion in 2026 to 450K oz. Plus, Toroparu at 5M oz and Soto Norte at 4M oz to both be built. Currently, trading at 3 FCF multiple.

In Q2, they will have a $300M FCF runrate. Current FD mkt cap is under $900M. At the beginning of 2026, they will be producing 325K oz. At the end of 2026, they will be producing 450K oz. They could easily have a 450M FCF runrate in 2026. This stock screams 10-bagger if gold reaches $4K in 2026.

https://t.co/L6D4TvuaSz

[Jan Nieuwenhuijs @JanGold_]

COMEX deliveries through the roof!

Via https://t.co/HtN8Z0ghKQ

[Karel Mercx @KarelMercx]

Gold to $5000?

The U.S. faces a massive problem: a debt burden of $36 trillion and promises of around $200 trillion through Social Security and Medicare.

There are two options: either drastic cuts to Social Security, Medicare, and defense, or shifting the burden onto other countries. One thing is clear, something has to give. In December 2024, Fed Chair Jerome Powell himself stated that U.S. debt has become unsustainable.

If you listen to the U.S. government and its advisors, the solution is obvious: other countries will have to pay.

Stephen Miran, chairman of the Council of Economic Advisors, has proposed a "debt swap," converting U.S. bonds into 100-year, non-marketable bonds with zero interest.

Why would other countries accept this? Simple, they’ve enjoyed decades of free military protection from the U.S. A debt swap is now being framed as their overdue bill.

Those who refuse will face an ultimatum: no more U.S. military protection and steep import tariffs. Trump makes no secret of his intentions, he is openly signaling where this is heading.

This idea is increasingly being referred to as the "Mar-a-Lago Accord", a nod to Trump’s luxury resort in Florida. Just like the Bretton Woods system in 1944 was named after the upscale resort in New Hampshire where the agreement was signed. The message is clear: the strongest player sets the rules.

Reshaping the international system would weaken the dollar. But no one wants the Chinese yuan or any other currency to take over. That leaves only one alternative: gold.

If the global order is rewritten, gold could hit $5000 before you even realize it.

[Bichael Murry - Gold & Silver Bug @BichaelMurr]

@DonDurrett So why don't mining stock PE ratio's and FCF look that good right now?

[Bichael Murry - Gold & Silver Bug @BichaelMurr]

@BullionBrief @KarelMercx what are your thoughts about this? Is it worth the extra cost to pay for allocated storage instead of ETFs?

[Bichael Murry - Gold & Silver Bug @BichaelMurr]

@_WOOFi 🍐

[Bichael Murry - Gold & Silver Bug @BichaelMurr]

@millionaur @KarelMercx Don't underestimate emerging markets. People will want to buy combustion engine cars. Won't surprise me if it takes many decades to make their electric grid suitable for EVs

[Bichael Murry - Gold & Silver Bug @BichaelMurr]

@nsquaredvalue @KarelMercx interesting paper

[Bichael Murry - Gold & Silver Bug @BichaelMurr]

@KarelMercx Interesting. Can we interpreter this as retail has just started to accumulate silver?
How does the amount of outstanding shares of GLD and IAU look like?

[Bichael Murry - Gold & Silver Bug @BichaelMurr]

@KarelMercx Patience will be rewarded 🚀

[Bichael Murry - Gold & Silver Bug @BichaelMurr]

@BM_Visser Een van de redenen waarom het interessanter is om in de VS te investeren dan in de EU

[Bichael Murry - Gold & Silver Bug @BichaelMurr]

@KarelMercx How about the yield curve? It's about to flip positive again, which is quite bearish based on historical data

[Elon Musk @elonmusk]

Inflation is caused by the Federal government spending more than it earns, because they just print more money to make up the difference.

To solve inflation, reduce wasteful government spending. Your tax dollars should be spent well, not poorly.