Iván Oubiña

Inversor por necesidad. Mis comentarios no son avisos financieros. Solo expresan mi opinión

[Otavio (Tavi) Costa @TaviCosta]

This is a storm, not the end of a cycle.

I’m staying firm.

The hard asset cycle likely has much further to run.

For perspective:

Previous commodity supercycles unfolded during periods when the dollar was tied to gold, debt burdens were far lower, and globalization was accelerating.

Those were fundamentally different environments.

This cycle is being driven by monetary debasement, record leverage, fiscal excess, and the most significant wave of geopolitical fragmentation since the WWII.

Not the time to be shaken out of one of the most important macro theses of this decade.

https://t.co/yCHXf9QiO3

[Nostra, House of Gold @Nostre_damus]

Jim Cramer calls Gold "bad money"

Thank you, Jesus

[Bryan Johnson @bryan_johnson]

never waste a good crisis

[Barchart @Barchart]

Warren Buffett looking at the market today:

[Nostra, House of Gold @Nostre_damus]

Bankers woke up and chose violence

[SilverTrade @silvertrade]

🚨269k OUNCES OF SILVER FOR DELIVERIES ADJUSTED OUT OF COMEX REGISTERED VAULTS TUES!

🏦COMEX SILVER DEPOSITORY REPORT🏦

⬆️1,201,233.1 oz Received By Asahi
🔥49,346.2 oz Adjusted OUT of Asahi Registered
🔥15,255.187 oz Adjusted OUT of BRINKS Registered
🔥5,005.356 oz Adjusted OUT of CNT Registered
🔥2,017.5 oz Withdrawn From Delaware
🔥4,846.73 oz Adjusted OUT of IDSD Registered
🔥48,178.7 oz Adjusted OUT of Malca-Amit Registered
🔥36,333.026 oz Adjusted OUT of MTB Registered
🔥109,924.1 oz Adjusted OUT of Stonex Registered

🚨TOTAL COMEX REGISTERED SILVER -268,889.299 TO 81,430,935.897 oz

🚨TOTAL COMEX SILVER +1,199,215.6 TO 315,712,897.499 oz

[Rynok Insight @rynokinsight]

I BOUGHT MORE. The Mar27 TTF quote is >42 EUR/MWh and Tenaz sold off like THAT? Shifted some of the Cenovus weighting to bulk the position. If you liked Tenaz at $60 you should love it at $49. $TNZ.TO $ATUUF

[Lobo Tiggre @duediligenceguy]

Interesting move...

[Bloomberg @business]

Hong Kong plans to launch a new gold-clearing system by July, advancing the city’s ambitions to become a global hub for bullion trading https://t.co/HGfXvXzvO6

[SilverTrade @silvertrade]

🔥GOLD AND SILVER MADE LEGAL TENDER IN ALASKA 🗻

[Jaime E. Carrasco @IJCarrasco]

“If you can’t spot the sucker at the poker table, it’s probably you.”

Funny how the COMEX’s internal stop triggers never seem to trigger in the silver market flushing out weak hands and scare investors out of the sector.

That’s why those who truly understand this ongoing monetary paradigm shift don’t obsess over the paper price — they focus on maintaining a meaningful allocation to what has historically been one of the best hedges during times like these, unless it's different this time they always rig the game against the weak hands.

[Gustavo Martínez @GustavoBolsa]

Cuando el bono a 30 años ha triturado la resistencia del 5%, pero sabes que tu mandato se acaba.

[Otavio (Tavi) Costa @TaviCosta]

Oops.

I was told the silver bubble burst two months ago and that it was never coming back.

That view failed to understand a simple reality:

Commodities never peak when structural demand is rising while both current and future supply remain heavily constrained.

Classic misunderstanding of a long neglected sector of the market.

Game on.

https://t.co/nAGNGVOt7p

[Nostra, House of Gold @Nostre_damus]

US claiming responsibility for bombing Bandar Abbas and Qeshm Island

But ceasefire is still in effect and not a continuation of war

the jokes write themselves

[Negocios TV @negocios_tv]

“El oro y la plata están en un superciclo y lo mejor todavía no ha llegado" Gustavo Martínez, economista y gestor de patrimonios

[SilverCrusader @RichardCabezza]

Why am I stacking physical silver?

Because I don’t trust paper promises.

Debt is exploding. Dollars keep getting weaker. Banks, brokers, ETFs, and politicians all want you to believe their numbers on a screen are the same as real wealth.

They’re not.

Physical silver has no password.
No counterparty.
No banker permission slip.
No app outage.
No “trust us.”

You either have the ounces or you don’t.

Silver is real money, real metal, and real insurance against a fake system built on debt.

I’m not stacking because I think silver moons tomorrow.

I’m stacking because one day people are going to realize paper was the gamble.

The ounces are the exit.

[Rynok Insight @rynokinsight]

Not just energy, but the right energy. $TNZ.TO $ATUUF

[Pobre Millenial @pobremillenial]

Si hoy no te preparas, de viejo igual vives en la calle.

-Compra una vivienda
-Invierte

No es opcional ya, somos inversores por necesidad.

[Bushels 🌾 Barrels 🛢 & Bullion 💰 @BuBarrelBull]

NATO, OPEC, the Petrodollar and every other institution of global order is collapsing you’re selling gold?

[Gustavo Martínez @GustavoBolsa]

No es sostenible un mercado en máximos históricos con un petróleo completamente disparado, no se están cotizando correctamente los riesgos de inflación que inevitablemente dispararán las segundas rondas.