Long Gamma Aurelius

full time reader - endurance athlete - Commercial RE

[Long Gamma Aurelius @StoicValue]

“The things you can see with even a single open eye, it’s no wonder people want to stay blind.”

[Dr. Zakaria MD @ZakariaMDv3]

CANCER HAS BEEN CURED

Ivermectin & Fenbendazole cure cancer.

Pass it on.

BREAKING NEWS: First-in-the-World Ivermectin, Mebendazole and Fenbendazole Protocol in Cancer has been peer-reviewed and published on Sep.19, 2024!

The future of Cancer Treatment starts NOW.

My thanks to lead authors Ilyes Baghli and Pierrick Martinez for their incredible inspired work, FLCCC’s Dr.Paul Marik for his extensive work on repurposed drugs and every co-author who worked hard to bring this paper to life.

I hope that this peer-reviewed paper lays the groundwork for a brand new future for Cancer Treatment.

Many of you know that I have been helping thousands of Cancer patients with high dose Ivermectin, Mebendazole, and Fenbendazole

FOLLOW ME, THE NEXT DROP WILL BE SHOCKING

[Make Gold Great @MakeGoldGreat]

“The Price Of Gold Would Need To Surge To $26,000 To Equal 1980 High, A Jaw-Dropping $75,000 To Equal The 1940 High As A Percent Of US Government Debt”

[Carnivore Aurelius ©🥩 ☀️🦙 @AlpacaAurelius]

gratitude rewires your brain. laughing is anti inflammatory. crying regulates your nervous system. releasing anger reduces back pain

feeling is how you heal

[Lukas Ekwueme @ekwufinance]

Eric Sprott: There will be a shortage of gold.

- China imported 163t of gold in May.
- We mine ~3,600 and recycle ~1,400t annually.

Annualized, China's May imports alone amount to roughly 2,000t...
That's ~40% of annual global mine + recycled supply.

And that's before considering that China produces another 400-500t annually, virtually none of which leaves the country.

China isn't just buying gold...it's building a financial system around it

With the introduction of interest-bearing gold accounts, accessible through online banking and paying roughly 1% in gold, China is beginning to eliminate one of gold's biggest historical disadvantages: "Gold pays no interest."

At the same time, China is gradually opening international trade through gold.

Trade can be settled in yuan, while surplus balances can ultimately be converted into physical gold.

China is even building gold vaults abroad, allowing bullion to be stored in friendly jurisdictions rather than Western financial centers.

So is basically saying use our currency and if you don't trust us change it to gold and store it locally

In a world where trust is declining, China is using gold's 5,000-year monetary history to gradually increase the international role of the yuan.

[Carnivore Aurelius ©🥩 ☀️🦙 @AlpacaAurelius]

orange juice is the most anti inflammatory, anti endotoxin food known to man

this study showed orange juice completely neutralized inflammation from a high fat mcdonalds meal

OJ a day keeps the doctor away

[Luke Gromen @LukeGromen]

The Iran War (which according to many was going to hurt China most) instead demonstrated that China can quickly reduce oil consumption by 3-4 mb/d without a major hit to GDP while simultaneously giving China a big discount on gold they want to buy anyway.

#MissionAccomplished

[conduct|r @conductr_]

I am OBSESSED with this sentence:

“A head full of fears has no space for dreams.”

damn.

[Carnivore Aurelius ©🥩 ☀️🦙 @AlpacaAurelius]

women only have 5 moods:

1. impregnante me and give me 7 kids immediately
2. leave me tf alone
3. i am not built for 9-5, i am built to frolick and lay naked by the sea
4. feed me a treat
5. i need a new dress

[Prof. Steve Keen @ProfSteveKeen]

8-9 days left in the USA's Strategic Petroleum Reserve...

[zerohedge @zerohedge]

crack spread on crack

[Lukas Ekwueme @ekwufinance]

Rick Rule: There is nothing we can do to prevent copper prices to rise over the next five years.

- The industry needs to invest ~$250B just to maintain current production.
- Current production is already failing to meet demand.
- The industry is investing only ~$150B.

In other words, the copper industry isn't even investing enough to maintain today's supply... while demand continues to grow 2–3% annually.

It's projected that by 2040:

- the world needs an additional 14Mt of annual copper supply
- ~50% more than today’s output
- projected deficits alone approach ~10Mt

To put that into perspective:

- Humanity has mined ~700 Mt of copper in total history
- Over the next 14 years, we must mine ~525Mt more
- That's equivalent of adding 10 of the world biggest copper mine

Higher copper prices are a mathematical certainty

If you enjoyed this post, follow me for more.

[The Kobeissi Letter @KobeissiLetter]

Foreign debt demand is no longer keeping up with America's growing debt:

Foreign official holdings of US Treasuries are down to 12.5% of total Treasuries outstanding, the lowest this century.

This percentage has declined -24 points since the 2009 peak.

Over this period, marketable US Treasury debt has surged +$23 trillion, or +379%, to $29.1 trillion, near an all-time high.

At the same time, US Treasuries held by foreign government entities have increased by just +$1.5 trillion, or +63%, to ~$3.9 trillion.

China's Treasury holdings have more than halved, to $651.1 billion, the lowest since September 2008.

The US is issuing record levels of debt.

[Oliver Groß @minenergybiz]

Gold Miners: Profit margins peaked in Q1 of 2026 and will drop in Q2. The average selling price of gold in Q1 was around $4,900 for most gold producers. However, even with higher energy prices and ongoing cost inflation, most gold producers will still generate world-class margins at $4,000 POG /ounce, especially by historical standards. 🪙⛏️
Newmont's Profit/AISC Margin Per Gold Ounce 👇
$NEM

[Mark @Mark4XX]

GOLD AND SILVER FACE SHORT-TERM PRESSURE BEFORE MASSIVE UPSIDE

Veteran commodities strategist Jeff Currie and Dario, host of the JustDario Cigar podcast,have both mapped out the same clear divergence. Short-term weakness in gold and silver looks likely even if peace talks advance, driven by specific selling flows and the oil situation. Yet the medium- and long-term forces are aligning for immense upside through tighter physical supply and monetary expansion.

THE SHORT-TERM WEAKNESS FACTORS
➡️ Turkey’s central bank is selling gold reserves to defend the lira amid a deepening monetary crisis.
➡️ India is offloading gold to secure dollars for oil imports while the rupee weakens under high energy costs.
➡️ Retail investors in Japan and Korea are rotating out of precious metals into stocks showing stronger recent performance.
➡️ Relief rallies remain largely speculative bets on a fast resolution to the oil crisis rather than broad fundamental demand.

THE MEDIUM-TERM PHYSICAL SUPPLY TIGHTENING
➡️ Higher energy prices will sharply raise mining and refining costs for both gold and silver.
➡️ Silver production, mostly a byproduct of other metals, will face reduced output as energy-intensive operations squeeze margins.
➡️ Miners will need materially higher prices simply to cover elevated costs and keep supply flowing.
➡️ This setup repeats the pattern seen after the 1970s oil crisis, when precious metals prices surged once supply constraints fully emerged.

THE LONG-TERM MONETARY AND DEMAND DRIVERS
➡️ Producer price inflation above 6 percent will eventually pass through to consumers as companies protect their margins.
➡️ Central banks will continue providing ample liquidity to support massive global debt loads and avoid systemic stress.
➡️ Chronic silver deficits near 150 million ounces per year collide with rising industrial demand from EVs, solar, and electronics that cannot be recycled economically at current prices.
➡️ As Jeff Currie highlights, the dedollarization story is still early, with massive upside for gold once monetary conditions turn supportive.

THE BOTTOM LINE
Peace deal or not, short-term downside pressure on gold and silver is probable until the oil crisis stabilizes and immediate selling pressures ease. The combination of physical supply constraints, persistent inflation, and structural monetary growth creates one of the strongest long-term setups in decades.

The same forces that propelled precious metals higher after the 1970s oil shocks are aligning again today from an even stronger base.

HT: @CommodMkt @DarioCpx
#Gold #Silver #PreciousMetals #SupplyCrunch #InflationHedge #Dedollarization #OilCrisis

[mrinank @MrinankSharma]

Today is my last day at Anthropic. I resigned.

Here is the letter I shared with my colleagues, explaining my decision.

[MrBujok @BujokMr]

The crash is going to come in 2 phases :

1. Stock market crash, followed by a massive stimulus package (QE+interest rate cuts).

2. Bond Market implosion; Sovereign debt crisis, US dollar crisis.

[Gold Telegraph ⚡ @GoldTelegraph_]

BREAKING NEWS

THE EUROPEAN CENTRAL BANK IS WARNING THAT THE UNITED STATES RISKS TRIGGERING FINANCIAL CRISIS WITH IRAN WAR

Interesting that they would say this out loud. 🤔

[The Kobeissi Letter @KobeissiLetter]

BREAKING: April PCE inflation, the Fed's preferred inflation measure, rises to 3.8%, the highest since May 2023.

Core PCE inflation rises to 3.3%, the highest since October 2023.

The Fed's top inflation metric is nearly double their target.

Inflation is back in full-swing.

[*Walter Bloomberg @DeItaone]

FED SIGNALS RATE HIKES BACK ON THE TABLE

Federal Reserve Governor Christopher Waller said the Fed may raise rates again if inflation stays high amid rising energy prices tied to the Iran war.

Waller said rate cuts are no longer more likely than hikes and called for removing the Fed’s “easing bias.” The Fed kept rates unchanged in April, but inflation concerns continue to grow.

[ꜱᴛᴀʀᴛᴜᴘ ᴅᴀᴇᴍᴏɴ @startupdaemon]

You haven't seen inflation yet.