What am I buying? Below are recent adds, plus all of the news stocks I have bought since the Beaver Creek conference in September.
Added Shares:
Contango Ore (Acquired Dolly Varden).
Nexgold Mining (Two gold development projects in Canada).
Talisker Resources (growing gold producer in Canada).
Sidney Resources (probably too good to be true, but I was a bit underweight and decided to gamble).
New Stocks Added Since Beaver Creek:
P2 Gold (gold development project in Nevada)
Orosur Mining (gold development project in Colombia)
Rua Gold (gold development project in New Zealand)
Asante Gold (gold producer in West Africa)
Apollo Silver (silver development project in California and Mexico)
Silverco Mining (silver development project in Mexico)
Silver Mountain Resources (silver development project in Peru)
Amex Exploration (gold development project in Canada)
Thor Exploration (gold producer in West Africa)
McFarlane Lake Mining (gold development project in Canada)
Norsemont Mining (gold development project in Chile)
Scottie Resources (gold development project in Canada)
Highlander Silver (silver development project in Peru)
Brightstar Resources (gold producer in Australia)
Power Metallic Mines (early PGE/gold/silver/copper drill story in Canada)
Western Exploration (gold development project in Nevada)
Aton Resources (gold development project in Egypt).
Buy/Sell for this week:
Selling SLV (entry $12 a decade ago) and buying SLVR and SLVP. I don't own these two ETFs. I've never had high trust in SLV and always planned to sell it early. It's time.
Buying Blackrock Silver. I was going to wait for the next correction, but my Share Price Forecast Tool says it's too cheap to wait. 🧐
Finviz - Scanning By THEMES 🧠
Is it just me who didn't know you can now scan in the ever excellent @finviz_com using Themes?
Got some modelling,analysis and backtesting homework to do now ...
@RealSimpleAriel
#RIVN ...I've been waiting for a retrace from the 2025 base....now we are getting it but still looks lower - 13 area = T2$ from the Bearish Gartley REACTION.
In 2024 during the last peak EVERYONE I knew was getting into crypto.
Literally at peak I was at an event with a group of newbies telling them "This market can go to shit, you don't know how bad it can get".
They shrugged it off.
1 year and -90% later here's what happened
Outside of 1 guy , every person I knew who was getting in then and "considering going crypto full time" is now FULLY out and intentionally ignoring crypto.
I will tell them "dude it was hot at peak, now its so dead the prices are amazing:
And they will be like NOPE FUCK YOU and even look down at the fact I still participate in crypto and intentionally find ways to avoid even considering the market.
This is why so few people ever make money here.
They only become active and highly engaged when the market is already hot.
In order to make the legendary gains...You have to be LOCKED IN when the market is dead AF and everyone hates it.
The moment is now. This is what oversold bottoms look like.
When the market is up 20x and all your friends are giving you crypto advice/sharing picks...you'll come back to this post and laugh.
A dense cost-basis cluster below $3K marks where much of $ETH has been accumulated – reinforcing it as structural support.
With spot-led buying, lower leverage, and improving structure, any next leg higher is more likely driven by accumulation than short-term momentum.
🚨BLACK SWAN FOR SILVER MARKETS:
10% TARIFFS ON US IMPORTS!! 🚨
⚡️TRUMP ANNOUNCES 10% TARIFF ON ALL IMPORTS FROM 8 EU NATIONS OPPOSING US PURCHASE OF GREENLAND BEGINNING FEB 1, INCREASING TO 25% JUNE 1 IF NO DEAL WITH GREENLAND ⚡️
🔥President Trump Just Dropped a NUCLEAR TARIFF BOMB on Global Silver Markets As the LBMA was just Effectively CUT OFF From COMEX Gold & SILVER Inventory!!!🔥
"Starting on February 1st, 2026, all of the above mentioned countries (Denmark, Norway, Sweeden, France, Germany, The United Kingdom, The Netherlands, and Finland), will be charged a 10% Tariff on any and all good sent to the United States of America.
On June 1st, 2026, the Tarif will be increased to 25%. This Tariff will be due and payable until such time as a Deal is reached for the Complete and Total purchase of Greenland."
We hope you weren't short silver heading into the weekend...
Friday Recap
AU: $4596 ($4508 - Last Week)
AG: $90.04 (79.84)
HUI: 802 (763)
DXY: 99.1 (98.9)
S&P: 6940 7(6963)
10-Yr: 4.2% (4.1%)
Oil: 59 (58)
The S&P remains flat for the month, hovering near its ATH. Gold, silver, and the miners continue to trend higher. Since January 1st, gold is up $300 and silver is up $20. Wall Street is convinced the economy is strong, so the S&P is likely heading above 7000. That's great news for gold and silver, which will follow. It's hard to be bearish gold or silver in the near term. The Q1 rally will continue. In fact, the pressure under gold and silver only seems to be increasing. Trump is shaking the global geopolitical tree, creating uncertainty. Plus, silver inventories are getting tight as strong demand continues.
As I always remind you, this is all about the S&P 500, which represents the US economy and bond market. Gold will follow the S&P higher, and silver will follow. At some point, the S&P will correct, pushing down gold and silver. The question is, how many false breakdowns will we see in 2026, and how deep will each be? My guess is that there will be a few, with the first in either February or March, and then a deeper one in April, and potentially two more before the midterms. All of these will be buy-the-dip opportunities, as investors think gold and silver are overvalued.
For 2026, I initially thought the S&P would top out before May. I now think it is more likely that the S&P won't top out until sometime in the summer. Why? The Mid-Terms. The economy is likely to linger until we get closer to the November election. So, we will get a few corrections in 2026, but the deep one probably won't come until Q4. The first half might be turbulent, but not nearly as turbulent as the second half. August, September, and October look to be the most turbulent months for the stock market. If we enter August and the S&P is sub 6000, then Katy bar the door.
I still believe that 2026 is the final year of American Greatness. When this year is over, the world will worry about our future, and New York City will no longer be the financial capital of the world. The downfall of America will have begun for all to see. It will be apparent that the American Empire has ended. Get ready for massive change. We all know how this ends: economic turmoil. Guess who wins? Got Gold and Silver?
Gold – PnF Analysis
Let’s revisit the Point & Figure counts for gold. How much upside potential remains? Can we apply a more “aggressive” count to project higher targets?