pascal.charpentier

[pascal.charpentier @pascalcharpent4]

AYA Gold & Silver
https://t.co/wY4VieJRR0
The Odyssey of an Accountant
Here is the story of Benoît La Salle, CEO of AYA Gold & Silver. In 1994, this Montreal chartered accountant and professor of corporate finance at McGill University found himself in Burkina Faso as part …

[金融世界 Financial World @FinWorld]

传奇投资者杰里米·格兰瑟姆，人称泡沫预言家，以精准预测过1989年日本房地产泡沫、2000年互联网泡沫、2008年金融海啸闻名。近日他参与播客，谈到了对当前市场的悲观态度：华尔街永远不会告诉你离场，AI救了市场一次，但羽毛终究会落地。下面是他的观点精选：
1/美股当前估值风险很高，市场可能把高利润率和高市盈率同时放大，形成双重高估。
2/AI打断了2022年的泡沫破裂进程，但没有消除泡沫本身。
3/华尔街很少主动提醒投资者离场，因为看空市场存在巨大的职业风险和商业风险。
4/市场顶部常见信号是上涨集中在少数大盘股，边缘成长股和高Beta股票提前走弱。
5/如果泡沫真正破裂，标普500可能面临较大回撤，通常会跌50%以上。
6/未来10年美国市场可能跑输非美发达市场和新兴市场。
7/真正值得关注的机会在绿色转型、太阳能、电池储能、电动车和相关风险投资领域。

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The 10 largest US stocks now account for a record 41% of the S&P 500's market cap.

This is 14 percentage points higher than at the 2000 Dot-Com Bubble peak.

This means ~41 cents of every Dollar invested in the S&P 500 flows directly into shares of just 10 firms.

~35 cents of every Dollar flows specifically into the Magnificent 7 group.

All while nearly 50 cents of every Dollar are now going into AI-linked stocks.

Mega-cap tech is all that matters right now.

[Terry Lynch @terrybali]

Mining will create more millionaires than AI over the next decade. Yet everyone is chasing chips and software. Here's why the real money is in what powers all of it:

The world is obsessed with AI. Every portfolio, every headline, every allocation decision points in the same direction.

But here's what most investors are missing.

AI runs on infrastructure. Infrastructure runs on metals. Copper, nickel, palladium, platinum. The physical materials that make electrification, data centres, and energy grids possible.

Supply is constrained. From discovery to production, the average mine takes around 18 years. And demand is growing faster than at any point in the last 30 years.

This is the setup for a commodity supercycle. And historically, supercycles are where generational wealth gets built in the resource sector.

Power Metallic sits at the centre of this thesis. A zoned polymetallic system with copper, nickel, and PGEs. Only a handful of comparable systems exist on the planet. Well funded with C$50 million raised and 100,000 metres of drilling through 2026.

While everyone fights over the next AI stock, the real asymmetric opportunity might be sitting underground in Quebec.

Full conversation: https://t.co/icf4kdliTS

$PNPN $PNPNF

[Eric Yeung 👍🚀🌕 @KingKong9888]

Waiting is the game that I am in.

#Gold #Silver #Miners 🔥🔥🔥🎯

[Bruce Ikemizu @BruceIkeGold]

中国のシルバー輸入も税関統計からグラフにしてみました。2月、3月と大きく増加しています。シルバー現物に対する投資熱とソーラーパネル需要ですな。やっぱり需給要因でシルバーはじわじわ上がるのでは。

[SilverTrade @silvertrade]

🚨The Fed Now Regards Gold as an "EXISTENTIAL THREAT!" - James Grant

🏦In this MUST WATCH interview, James Grant, founder of Grant’s Interest Rate Observer, reveals the Federal Reserve now regards gold as an “EXISTENTIAL THREAT” to its discretionary power!

🔥Grant warns that CASH TENDS TO ZERO - $4,600 is JUST THE BEGINNING FOR GOLD!
https://t.co/jR8t7uaok7

[pascal.charpentier @pascalcharpent4]

@RonStoeferle The more they stay the same

[Eric Yeung 👍🚀🌕 @KingKong9888]

#Silver is the new OIL.

I have told you all this for YEARS! 🔥

[Eric Yeung 👍🚀🌕 @KingKong9888]

I am hearing things again…

#Gold #Silver 🔥

[Don Durrett - goldstockdata.com @DonDurrett]

I created a new list for you. These stocks would be the first 25 I would buy. So, it's my 25 Must Own List.

Incredibly, none of them are pricey yet. 🧐

My ratings are based on the expectation that gold and silver will trend to $7000/$200 within 24 to 36 months.

[pascal.charpentier @pascalcharpent4]

@MilesFranklinCo @MichelleMakori David Jensen

[pascal.charpentier @pascalcharpent4]

@peter_krauth @AyaGoldSilver What a extraordanary company ! Great news .

[Don Durrett - goldstockdata.com @DonDurrett]

The Top 4 silver miners. You should own all 4. 🧐

[Rob Kientz | The Freedom Report @freedom_rpt]

Gold is falling because open interest on the COMEX is low. Buyers staying away.

Market is high risk, only smart bidders are active in futures.

When full effects of inflation caused by Hormuz closure and oil shortages are felt, this will reverse.

Gold is building a quiet base and will explode when the market understands how inflation will explode.

[pascal.charpentier @pascalcharpent4]

@RafiFarber We are Lucky that you are here to enlighten us

[Don Durrett - goldstockdata.com @DonDurrett]

You can't invest in gold/silver with the mentality that it will only trend in one direction: higher.

I've been a gold/silver bull since 2004. I've endured dozens of corrections and several extended bear markets. How did I endure? Only one reason: I believe that the debt bubble will eventually pop.

The key is belief. If you believe, then it's easy to wait for the outcome. Why? Because it's a fait accompli. The only unknown is time.

21 years is a long wait. But for you, your wait will likely be much shorter. We are close now. Isn't it obvious?

Belief. That's what makes volatility (corrections) bearable. Corrections are always temporary, although some last for years. Money printing (a bigger debt bubble) always pushes gold and silver higher.

Eventually, the debt bubble will pop, and gold/silver will win. You can buy the S&P 500 and hope that it doesn't, or you can stack gold/silver and wait for the popping sound. 😉

[Willem Middelkoop @wmiddelkoop]

After 15 years, I am happy to be joined by another Dutch analyst telling the silver story 😇

[Steve Hanke @steve_hanke]

Chinese silver imports SURGED 78% MoM to a RECORD ~836 tons in March.

Retail investors and solar manufacturers drove demand increases.

STAY LONG SILVER or GET LONG.

[Jesse Colombo @TheBubbleBubble]

The U.S. and global money supply is growing at an alarming rate, driving the precious metals bull market and contributing to persistently high inflation.

Learn more in my latest report:

https://t.co/PHD2YRGcZ0

$PSLV $PHYS