🇦🇷 🏠 Los costos de construcción en Buenos Aires casi se han duplicado desde 2015, lo que hace mucho más complicada la recuperación del mercado inmobiliario de Argentina ↓
Cuando aumentan los costos de construcción, las viviendas existentes se vuelven más valiosas porque son más difíciles de reemplazar. El reajuste del mercado de Buenos Aires posterior a 2023 podría respaldar los precios de las propiedades, al tiempo que amplía la brecha entre los propietarios y las personas que intentan comprar o construir por primera vez.
🗞️ lee la historia → https://t.co/tkga7RZdnY
⏰ THIS IS INSANE.
#SILVER#MINERS are at an all-time bottom relative to #Silver.
We are at the same relative levels as:
• The 2016 bottom
• The COVID crash bottom in 2020
• Even lower than the weakest point of 2025
#RSI is also at its lowest level since the 2020 COVID bottom.
Since #SILJ started trading 13 years ago, buying #SILJ (silver junior miners) in this zone has historically delivered life-changing gains.
I never thought we would revisit the “LOAD THE FUCKING TRUCK ZONE”, but here we are.
Right now, #SILJ is cheaper today than it was before it ran +276% over the last 12 months, relative to #Silver.
What are investors waiting for?
This is the window.
THE window.
Possibly the last window for anyone still not exposed to the sector to get in.
RT and get the word out.
So I previously thought I'd seen it all.
I was mistaken.
May I introduce Collateralized Fund Obligations (CFOs).
A CFO involves the issuance of rated debt and equity securities collateralized by a pool of limited partnership stakes in private funds.
It's like CLO/CDO, but stakes in funds as collateral inside the securities, instead of loans 🤯
Lord almighty...
(source: PJT Partners)
If you're wondering where we are in the oil cycle, just look at Saudi Aramco.
It's trading at the same levels as during the pandemic, when we thought we'd never reopen or fly again.
This won't last, of course. I'm viewing it as a solid, slow moving play into 2027–2030, I'd expect substantial special dividends at higher oil prices. I've started to average in.
$2222 - (TADAWUL) Saudi Arabian Oil Co.
Want to buy the dip in silver?
Silver is down -9% today after hitting an All-Time High on Friday.
Here's every case when Silver fell more than -6% from a 1 year high:
Silver up 6 out of 6 times, 1 week later
$SILVER - I had a few followers ask me to forecast a potential top for silver.
A breakout of all time highs and parabolic structure typically tops out around the 4.23 fibonacci extensions.
This would give us a $170-$175 target.
JUST IN 🚨: Federal Reserve just pumped $5.2 Billion into the U.S. Banking System through overnight repos 🤯 This is the 6th largest liquidity injection since Covid and surpasses even the peak of the Dot Com Bubble 👀