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Value investor | Working at Bain |
Aspiring Points & Miles nerd ๐ณ
Everything interesting under the Sun ๐๐ป
SilverโThe New Strategic Industrial Chokepoint
The Pivot: If Gold is the "Hedge," Silver is the "Engine." In 2025, Silver outperformed almost every asset on earth, surging ~150% to peak near $84/oz (or โน2,38,000/kg). It is no longer just "poor man's gold" - it's a critical industrial chokepoint.
Why the "Crazy" Volatility?
The Structural Deficit: We are in the 6th consecutive year of a global silver deficit (~200M oz shortfall). 70% of silver is a byproduct of other mining; you cannot simply "turn up the tap" even if prices double.
The Solar Shift: New solar technology requires 50% more silver than previous generations. With China and Europe mandating massive solar expansion for 2026, the industrial "grab" for physical metal is relentless.
The China Export Controls: Effective TODAY (Jan 1, 2026), China has tightened export licenses for silver. Since they are a primary global refiner, this creates a "squeeze" on physical delivery in London and New York
#silver
My first ever hotel redemption!
Mementos by ITC, Jaipur @mementosjaipur is a fairly new property.
Room rent was ~15k, all paid up using green points earned from Atlas
The property itself is very premium, with lots of well maintained greenery and royal Rajasthani ambience.
The villas, the peacocks, the quiet โ pure magic.
Spread across 12 acres of Mughal-inspired gardens โ this hotel doesn't just offer a stay, it crafts a memory. Highly recommended!
#ccgeeks #jaipurdiaries
More videos from the property!
1 - Room tour
2 - Washroom (which felt more beautiful than the room itself ๐)
3 - Pool area
4 - Ollie's club (a play area with table tennis, snooker and other games)
Just 1 day at this hotel does not feel enough at all
My first ever hotel redemption!
Mementos by ITC, Jaipur @mementosjaipur is a fairly new property.
Room rent was ~15k, all paid up using green points earned from Atlas
The property itself is very premium, with lots of well maintained greenery and royal Rajasthani ambience.
The villas, the peacocks, the quiet โ pure magic.
Spread across 12 acres of Mughal-inspired gardens โ this hotel doesn't just offer a stay, it crafts a memory. Highly recommended!
#ccgeeks #jaipurdiaries
@ChaiAndMiles The overall ambience, service and hospitality was very pleasant, as far as my experience goes.
But I think, they can improve on the quality of in-room dining food.
I had ordered a pizza, but it wasn't upto the mark
My first ever hotel redemption!
Mementos by ITC, Jaipur @mementosjaipur is a fairly new property.
Room rent was ~15k, all paid up using green points earned from Atlas
The property itself is very premium, with lots of well maintained greenery and royal Rajasthani ambience.
The villas, the peacocks, the quiet โ pure magic.
Spread across 12 acres of Mughal-inspired gardens โ this hotel doesn't just offer a stay, it crafts a memory. Highly recommended!
#ccgeeks #jaipurdiaries
@mementosjaipur@ITCHotels Here are the details of reservation.
PS.- I had requested for a suite upgrade, as I have Gold status, but the hotel was booked to capacity, hence the staff politely denied! ๐ฅฒ
Kirloskar Oil Engines at 20% UC today.
It has given more than 105% returns since the last time I posted about this ~7 months ago
I see still more momentum in this one
Comment if you're holding onto this company ๐
#stockalert#stocknews#uppercircuitstock
Just curious to know, if I got the Bob Etihad card and become silver member in April, and now am planning to do a transaction on Etihad for Gold upgrade, will the gold status be valid till June or only till April?
#ccgeeks
@milespointspro Can we book this Advance purchase deal using Amex Taj vouchers? Instead of the member rate (8550)?
It's asking for online booking upfront