Tim Hack

Founder of Vaapad Capital. The only trader on X publicly mirroring his IBKR balance & trades in real time. Not investment advice. Non sine periculo. ↓

[Tim Hack @realTimHack]

New interview with @Oliver_MSA by @capnek123. I fully back Michael Oilver's assessment, to 100%. The entire debt and equity market is going to discharge into gold, silver and miners. The financial market is simply DONE! You can see it in the debt market but also everywhere around you. We are now entering a new era. Gold will wash away the great pile of lies of the past decades in one massive flood and let the free market be born anew. Make sure you watch this if you want to survive this cycle.

[Tim Hack @realTimHack]

In the best case szenario China will revalue Gold before the US does. If they know what they are doing they'll bust the US economy through such a move and prevent WW3 by it.

[Willem Middelkoop @wmiddelkoop]

Broker comment on Gold:

‘Price Discovery Moving East: Valcambi, one of the world's largest gold refiners, plans to establish its first refining operation outside Switzerland in Hong Kong, according to Bloomberg .. The announcement supports Hong Kong's broader ambition to strengthen its position in the global gold market, with authorities also pursuing initiatives including a gold clearing system, a new bullion benchmark and yuan-denominated gold futures. Hong Kong now has over 30,000 tonnes of gold storage (LBMA’s total incl. ETFs is just 9kt with a rolling float of just 1.2kt), with 1Q27 planned as the official international launch of Hong Kong’s system (currently in pilot mode)’

[Tim Hack @realTimHack]

This chart is so fake, only there to prop up the U.S. AI bubble. But this one gets closer to the truth and explains why the sell off happened. China is gaining market share at an unprecedented speed. Their token costs are substantially lower and soon they will also dominate wafers. Another big reason for the US Dollar to collapse. Btw, the U.S. has lost 25% of their Reaper drones over Iran and Yemen because China and Russia are supplying man pads en masse.

[The Long View @HayekAndKeynes]

Still no AI slowdown...

[Tim Hack @realTimHack]

@HayekAndKeynes @nipacrand And China is also not shown, totally fake graph designed to prop up the US bubble.

[Tim Hack @realTimHack]

Minervini bragging about his silver exit has to mark the low in silver.

[Mark Minervini @markminervini]

I love when the crowd disagrees with me. Jan 29, 2026 was one of those days.

[Tim Hack @realTimHack]

I've amassed so much silver and gold exposure, Ray Dalio would be jealous. Highly confident that the low is in.

[Tim Hack @realTimHack]

United States trying to flip Myanmar, a key pro China rare earth hub. Could trigger a rare earth export ban by China.

[Tim Hack @realTimHack]

Those short-sellers are the US elites by the way, Blackrock, Vanguard and the people behind them. They try to keep commodities down so China doesn't get the leverage in the market. It will backfire hard and they will accidently engineer the largest commodity melt-up in history.

[Oliver Groß @minenergybiz]

Even after the massive sell-off over the past few weeks/months, the short interest in many U.S. critical minerals, lithium, uranium and rare earth stocks remains extremely high. It seems that most short sellers have not yet covered. 👀🇺🇸
They're playing with fire..

[Tim Hack @realTimHack]

@ralf7825 Necessity drives up prices

[Tim Hack @realTimHack]

Silver 1802 real, official inflation data
I see $500 in 2027
and $1000 in 2028
In the previous centuries the value wasn't coupled to energy as it is beginning now. The competition between monetary and technological value will lead to the greatest rise in its history. This unique situation happens only once in a civilizational development. The coming rise will pave the way for the enormous amounts of silver needed for the technological age. Monetary value will see the last big glow up in the coming years and will then be ousted by gold. And much later by nothing once abundance has arrived.

[Tim Hack @realTimHack]

@GoldenVibes2025 Yes, both will oust fiat but silver will rise stronger bc of dual use in tech.
I think it comes sooner than most think but still believe it is years out (unless to universe implodes)

[Tim Hack @realTimHack]

@JosephBlaugh1 Do you have a chart/ data row?

[Tim Hack @realTimHack]

Plotted back to 1693, silver appears to be in a massive, 300-year cup and handle formation. We are still at the early stages of the breakout.

[Tim Hack @realTimHack]

@BrianGoodner It's caused by the stockmarket sell off

[Tim Hack @realTimHack]

@BULLReturns Highest annual future projected growth rate next to Brazil by Zurich banks.

[Tim Hack @realTimHack]

This chart is useless because it's based on the 5-year expected earnings growth. Because of the AI bubble those expectations are immensely inflated. Just them correcting through massive revisions or reality kicking in would bring this ratio back in line. It's a sign of a bubble and not a sign of the market being cheap. But it gives the bulls an excuse to crank valuations to an even more extreme level in the short term.

[Mindset for Money @Mindset4Money_X]

Peter Lynch said “If the P/E ratio is less than the growth rate, you may have found yourself a bargain”

Well what if that’s true for the entire S&P 500?

[Tim Hack @realTimHack]

Averages Wages / Gold will likely go down a lot more. Caused by the total destruction of fiat money.

[Tim Hack @realTimHack]

Every religion has this anchored as a sign for the messianic era.

[Nic @puckrin]

This chart shows you exactly how much the real value of labour has collapsed over the decades.

The number of hours the average worker would need to work to earn 1 ounce of gold is at a record high.

Fiat money is becoming worthless

[Tim Hack @realTimHack]

@quakes99 1,2 TW is a joke. China is doing this in one year with solar + sodium

[Tim Hack @realTimHack]

@DonDurrett @JasonH45147582 @BlameGamerr Yes, it's a late cycle pick, others will capture the leverage earlier, hycroft will be a dog, later in the cycle they could develop into the turbo option and make up for it.

[Tim Hack @realTimHack]

US is preparing to invade Iran. But the Russians will not play ball with this. They might agree to this deal but the moment the US invades Iran they will invade Ukraine and China will also not be a bystander in this. People read this as deescalation but it is in fact one of the greatest escalatory steps so far.

[The Hormuz Letter @HormuzLetter]

BREAKING: Trump administration proposes allowing Russia to sell large amounts of natural gas to Europe, offering Putin billions in revenue, with envoys Jared Kushner and Steve Witkoff arguing Ukraine should now consider restarting all pipelines that used to carry it, per the NYT.

The same envoys are weighing the release of up to $100 billion in frozen Russian sovereign assets as an upfront incentive for a limited ceasefire. European officials rejected that outright.

Assets, diesel sanctions, and now pipeline gas.