Spalding

$U don't need a weatherman to know which way the wind blows. #gold #silver

[Palobar @panpalobar]

#gold #silver
My email to KWN in 2014. No change, a broken clock. Has Michael Oliver ever been bearish on gold and silver? When a "few" chartists rang the bell in January, he told us that silver would go to $500 by June. A few days after the major top, he told us to "ignore the topcallers". Later, "many" chartists saw the obvious.
He has no shame and still pretends to be smart, making all the others seem wrong.
Any methodology that predicts a market will go up 5x in five months, only to watch it lose ~60%, might be unique, but it is useless.
These guys have caused so much damage to retail investors.
When gold and silver bottom, I hope that we will leave behind us all these clowns and their religious followers.

[Spalding @korvhandlarn]

This is bullshit/misleading (bränslecykelns ledtider och säkerhetskrav bortses) men det finns ingen verklig lönsamhet i sikte för 90 % av alla urangruvor.

[Uranium2035 @Uranium2035]

🇺🇸 Google $GOOGL just signed for 3,590 MW of #nuclear power from Constellation $CEG. For #uranium, only 890 MW of that matters. Here is why 👇

The deal has two parts. The bigger one, 2,700 MW, comes from reactors that already run and already burn fuel today. It changes who buys the electricity, not how much is produced.

The other 890 MW is new, but no reactor gets built. Constellation will upgrade turbines, steam generators and control systems at 11 existing reactors in Illinois, Pennsylvania and New Jersey, so each one produces about 80 MW more on average. This is called an uprate, and the first one is due by 2028⚙️

Google is not paying for the work. Constellation invests more than USD 4.3 billion, and Google's 20-year purchase commitment is what makes that spending worth it.

In pounds, that is small: up to roughly 0.4 Mlb a year, around 0.2% of global reactor requirements (Red Book 2026 requirements over GEM capacity).

The bigger story is who is buying. This is Google's third nuclear deal in about a month, after Fortum's Loviisa plant in 🇫🇮 Finland and the uprates at Vogtle and Hatch in Georgia. Amazon $AMZN signed for Calvert Cliffs last week, and Meta $META and Microsoft $MSFT already hold 20-year contracts of their own.

Look at what Google accepted to get this power: a 20-year commitment and a clause to cut non-critical consumption when the grid is under stress. PJM, the largest US grid, has proposed that big consumers bring their own supply. When the best-funded companies in the world sign on those terms, electricity is the constraint on AI, and nuclear is where they are going to solve it. 💡

[Spalding @korvhandlarn]

Without Trump #spx would have been at 8000, maybe 9000 by now. With breadth.

[Spalding @korvhandlarn]

There is really not any #uranium bug talking about how any miner - except the 3 making money today - will even begin to make money.
What are your dreams, boys?

(The rally in 2007 was a bubble, will not happen again.
The deficit, if it even exists, can’t be filled by shitcos.)

[Spalding @korvhandlarn]

@RealRickRule Sweden's socialist experiment (had) created one of the most productive economies in the world. You ”forgot” that part. Also it was not experiment as much as (democratic) engineering.
Rick, stick to mining.

[TheApeOfGoldStreet @TheApeOfGoldST]

Gary you seem to come out of the woods everytime something has done good.

I have plenty amount of followers DM:ing me just months ago showing your messages to them where you threw in the towel and basically gave up on your service and left them basically with "I was wrong, you win some you lose some, im rich anyway, ill be back in 4 years when metals put in a 4yr cycle low, bye"

Now after things bounced off the lows you are out here lecturing people on X.

I believe you have a talent for catching cycles, for sure. But its not sexy to come out and pretend to be jesus with results in your hand after you basically destroyed your following and left them hanging.

@DVSignals I believe also shared a lot of this a few months ago

[Spalding @korvhandlarn]

Älskar $SCZ.V eftersom det är så förutsägbart hur New Jersey-firmorna manipulerar kursen. Det är bara att hänga med. Alla vet att varje nedgång är kortvarig, pengarna flödar in.

[S.V. Dáte @svdate]

This is now the fifth time he has cited "geopolitics" in his explanations of both the rate hike and the 10-year note.

It appears that "geopolitics" = Iran war.

[Ten_Bagger @Ten_Bagger]

Veckans video är här!

https://t.co/1zKwXVD6XH

"Fortsatt bullish syn in mot början av oktober med bra potential för nya ATHs"

Trots alla motvindar fortsätter börserna att handlas starkt där speciellt Nasdaq rekylerat väldigt överlappande (starkt). Vi ser även stigande volym på positiva dagar vs negativa dagar senaste veckorna. S&P 500 tolkar jag fortfarande som en "bull flagga" som har bra potential till ny ATH i början av oktober.

Stor Q3-opex på fredag som är den största eller näst största för året där mängder med "gamma" rullar av, vilket gör att börserna kommer röra sig mer "fritt" från måndag. Min utgångspunkt är att det fria rörelsen kommer på uppsidan in mot början av oktober, innan förnyad nedgång i oktober (köpläge för Q4).

Det bästa vore om Fed höjer räntan ikväll likt marknadens tro (+90% sannolikhet) och det mest intressanta blir således "dot ploten". En höjning ikväll visar att Fed agerar självständigt från presidenten, vilket vore bra. Som alltid är dock marknadens reaktioner de mest intressanta.

Bondrally på G? US10Y trycker på 5% samtidigt som allokeringen i bonds är på multi year low och CTAs är korta. Det krävs således inte mycket för en bondrally kommande veckor = långräntor ner = dollar ner = Pro risk assets.

Oljan noteras strax under 110 usd med tendenser till negativa divergenser i daily. Jag tror att en rekyl i oljan är att vänta kommande veckor.

Jag gillar som ni vet att sticka ut hakan med tydliga analyser och som alltid kan jag ha fel.

Mycket nöje!
/David

[Spalding @korvhandlarn]

It’s astonishing! The Charts k n e w the U.S. would be stupid enough to start a war against Iran.

[Northstar @NorthstarCharts]

If you think technical analysis is voodoo/garbage/astrology for men, you're going to have a hard time explaining what's about to happen 👇

[Lobo Tiggre @duediligenceguy]

China is losing the trade war so badly, I'm sure Xi will call Trump to surrender any moment now...
;-{)}

[danimac67 🇺🇸 🇨🇦 🇬🇧 @danimac67]

This is what a democratic socialist system like Denmark, Canada, and many other countries do.

[Spalding @korvhandlarn]

Cantor, Red Cloud, Segra - they are really good. At manipulating retail. #uranium

[Spalding @korvhandlarn]

@JekyllCapital @xenergynuclear How much of these have you shorted? I would bet a big deal!

[Spalding @korvhandlarn]

@quakes99 Sure. They are (seems to be) sell side and buy side all at once. A mess.

[Spalding @korvhandlarn]

This rally - not even the smart ones guessed it. Only the idiots like me did. $sil #silver #gold

[Spalding @korvhandlarn]

@TBirdV The non-producers is the shit in this sector. Funny.