Jon Binder

Research at testing what investors swear by against 10+ years of insider SEC/SEDI filings.

[Jon Binder @JonBinderr]

I test signals in gold and silver stock filings using event analysis.

Every hypothesis written down before the test runs. No rewriting the rules afterward. No disappearing failures.

52 signals tested so far.

1 survived.

[Jon Binder @JonBinderr]

Danny Moses "We're in a financial crisis" https://t.co/QqvWwXXVtX

[Jon Binder @JonBinderr]

🇫🇷 France’s 10-year government bond yield just crossed 4.1%.

Up 19% in the past year.

France is running large fiscal deficits, carrying a heavy debt load, facing higher borrowing needs, and now has Europe’s broader defense-spending push adding another fiscal pressure.

Investors are demanding more yield to hold the debt.

The cost of borrowing is becoming part of the story.

[Jon Binder @JonBinderr]

The global bond market is flashing warning signs.

🇺🇸 US debt: $40T+
🇯🇵 Japan: 30-year yields above 4%
🇫🇷 France: 10-year above 4%
🇬🇧 UK: 30-year near multi-decade highs

Different countries. Same problem: debt is getting a lot more expensive.

The era of cheap government borrowing is over. Got gold?

[Jon Binder @JonBinderr]

@Polymarket Just say 1.5b

[Jon Binder @JonBinderr]

Why is gold not up more on this news?

[Bald Guy Money @baldguymoney]

"We have good news - we were going through the closet at the treasury and it turns out Mnuchin left an old suit in the closet and we found a trillion dollars in the pocket - we’re good!"

[Jon Binder @JonBinderr]

Eric Sprott owns 14.33% of Americas Gold & Silver $USAS

Most people don’t know the #antimony story.

Sprott previously owned 40% of the Galena Complex in Idaho. USAS acquired his interest in 2024, giving the company 100% ownership of the mine and making Sprott its largest shareholder.

Galena isn’t just a silver mine. It also produces antimony, a critical mineral where the U.S. is heavily dependent on foreign supply.

Now USAS is working to build a domestic mine-to-finished-product antimony supply chain.

Silver + antimony + Sprott owning roughly 1 in 7 shares.

Interesting one to watch.

[Jon Binder @JonBinderr]

@sodman45 Don’t panic

[Jon Binder @JonBinderr]

🇨🇳 China’s 10-year government bond yield is down 41% in 5 years.

Now: 1.69%.

One chart that says a lot about what’s happening underneath the world’s second-largest economy.

The more interesting question is what comes next for this during the global debt crisis?

[Jon Binder @JonBinderr]

RT @GarrettGoggin: My GPIV Gold Stock Portfolio is up 1,348% in less than three years. That's a 177% CAGR!

[Jon Binder @JonBinderr]

@AkosuaBragger @oparah__ Good for China government but also signals slowing economic growth

[Jon Binder @JonBinderr]

@77bncvbsdcg Agree but at least they’re not forced to refi at 4.7%

[Jon Binder @JonBinderr]

@oparah__ Good for borrowing in CNY but bad for investors without much alternative with a slowing economy

[Jon Binder @JonBinderr]

🇯🇵 Japan’s 30-year government bond yield just crossed 4%.

Up 18% this year.

For a country that spent decades synonymous with near-zero rates, this is a remarkable chart.

The global bond market is getting interesting.

[Jon Binder @JonBinderr]

@RiseHarvest Great mining jurisdictions 👍

[Jon Binder @JonBinderr]

Jack Lundin just bought $322K in $TLO.TO

The Lundin family has one of the best known track records in mining, so an open-market purchase is worth paying attention to.

One insider buy isn’t a thesis. But when a Lundin starts buying, I add it to the watchlist.

Source: SEDI filing, Aug. 21.

[AMC💎HYMC DiamondHands @AMCDiamondHands]

$HYMC has a Gold Beta of 2.61 : the highest on the chart.

When metals get stronger, $HYMC has shown it can really respond.

With gold and silver pushing higher, that kind of leverage can get very interesting, very fast. 🌋🥈🔥

Stay tuned for what’s next. 🚀

[Jon Binder @JonBinderr]

@resourcebull @WrongVery1968 It’s a good question probably because they’re thinking about just rolling them all up into one big royalty company, but I could be wrong

[Jon Binder @JonBinderr]

🚨#Tether is quietly buying more gold royalties.

$852K of $VMET Royalties purchased across 2 days.

Not a rumor. Not a press release.

SEDI filings.

The stablecoin company keeps showing up in places you wouldn’t expect…

[Jon Binder @JonBinderr]

Wall St. back on the gold trade

[Barchart @Barchart]

Gold $GLD call options demand hits highest level in 6 months 📈 📈

[Jon Binder @JonBinderr]

@resourcebull Royalties align with Tether’s asset light approach