Bruce Poole

Helping hundreds of investors hedge against uncertainty with strategic insights into the commodities supercycle I Capital growth I Five decades of experience 🪙

[Bruce Poole @TargetedWealth]

To give you the edge, I’ve officially launched the TWC Briefing—a comprehensive biweekly newsletter designed to help you outpace the rotation into hard assets.

What you get inside each briefing:

☑️Sector-Wide Coverage: We track hundreds of commodity-related stocks, providing the granular data that generic outlets miss.

☑️The Bias Framework: Clear, technical filtering for every asset—Bullish, Bearish, Caution, or Neutral.

☑️Proprietary Scoring: A 0-100 rating system for every stock with actionable directives.

☑️Institutional Risk Tracking: Identifying systemic vulnerabilities in private credit and fixed income before they become broad market shocks.

Stop watching the headlines and start watching the flow. The era of paper-driven growth is meeting a wall of physical reality. 🏛️📉🕯️

#Macro #FinTwit

The Tier System That Works: https://t.co/OyDknjEGWm

[Barchart @Barchart]

Global Central Banks have boosted their Gold holdings to the highest level this century

[Bruce Poole @TargetedWealth]

@MarioNawfal Weaponizing fiat is a short-sighted magic trick that destroys systemic trust.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Global central banks acquired +17 tonnes of gold in April, the 2nd monthly purchase this year.

This marks a sharp reversal from March, when central banks sold -30 tonnes of gold driven by Turkey and Russia.

Poland led purchases at +14 tonnes, bringing its year-to-date total to +45 tonnes, with gold reserves now at 595 tonnes.

China added +8 tonnes, the biggest monthly addition since December 2024, bringing official gold reserves to a record 2,322 tonnes, or ~9% of total reserves.

China has now purchased gold for 18 consecutive months.

Central bank demand for gold remains incredibly strong.

[Bruce Poole @TargetedWealth]

@KatusaResearch The cleanest shirt in the dirty laundry bag ... This is artificial paper strength from a temporary market flush, nothing more.

[Bruce Poole @TargetedWealth]

Just dropped a deep dive into the current metals correction, and I had to give a massive shoutout to @TheDailyGold. Jordan’s technical analysis in his latest video "Silver & Gold Just Reached a Critical New Stage" is absolutely spot on.

I featured some of his excellent chart setups right here at 19:37 (fully credited) to map out how this correction is building a massive wealth-generation window. Exceptional work as always, Jordan. Would love to sync up and collaborate sometime! 🤝

For additional technical context on current market sentiment and a deep technical look at how cycles unfold, you might also find Jordan's own video Everything You Need to Know about Silver (and Gold) in June highly relevant.

Watch the breakdown featuring my commentary on his charts here: https://t.co/4nS9pk34HA

#Gold #Silver

[Daniel J. Williams @DanielJWilliam]

@DonDurrett Time to do a little gold and silver shopping for physical and stocks.

[Don Durrett - goldstockdata.com @DonDurrett]

🧐

[Bruce Poole @TargetedWealth]

@DeItaone Hiking into an economy already buckled under record margin debt and historic delinquencies is an absolute policy error. It won't stop stagflation, and real rates will stay negative. It’s an artificial narrative that will only serve to crush what’s left of the real economy.

[*Walter Bloomberg @DeItaone]

US RATE FUTURES STILL PRICE IN FED ON HOLD IN JUNE POLICY MEETING

[Bruce Poole @TargetedWealth]

History often rhymes, and we can look to the 1970s "stop-go" cycle as an example. Thinking inflation is beaten just sets up a massive second wave driven by rising energy costs. When CPI pushes higher and cash actively loses purchasing power, history shows a stampede into gold is the inevitable end game.

[The Kobeissi Letter @KobeissiLetter]

US inflation is set to rise further:

ISM Services Prices rose +0.6 points in May, to 71.3, the highest since August 2022.

Since February, the index has risen +8.3 points, the biggest 3-month increase since 2021.

Diesel, gasoline, oil, and related commodities were the most frequently cited as "up in price" in the survey.

In May alone, no commodities were reported as "down in price."

Historically, rapidly rising services prices have led CPI inflation with a ~3-month lag.

The current reading suggests CPI could rise above 5.0% for the first time since early 2023, from the 3.8% seen in April.

Inflation pressures are mounting.

[MINING.COM @mining]

Frank Giustra: Position in Junior Miners Before the M&A Cycle Returns.

With only a limited number of world-class copper deposits remaining, Frank Giustra warns that increasing scarcity will drive consolidation, with majors acquiring junior explorers as M&A activity picks up.

Watch the full Top of Mine interview to hear his outlook on mining M&A: https://t.co/OkH0Fg5Xnq

[Bruce Poole @TargetedWealth]

@FirstSquawk Translation: They are officially sweating. When Tokyo openly admits a weak currency cuts both ways, they are telling you the multi-trillion-dollar carry trade is trapped in a corner.

[Bruce Poole @TargetedWealth]

🚨 BEYOND THE HEADLINE: Why a Rising Dollar/Yen Cross is a Coiled Spring for Gold

The mainstream retail playbook says hot U.S. jobs data drives a stronger dollar, which means you should dump hard assets like gold. This is surface-level thinking. A surging Dollar/Yen cross doesn’t weaken the macro thesis—it accelerates it.

Here is the contrarian reality check:

The Yen Carry Trade is a Ticking Bomb: A surging dollar pushes the yen to dangerous lows, placing immense stress on trillions of dollars in global assets funded by cheap yen. A violent unwinding will trigger a systemic liquidity shock.

Sovereigns Crave Pure Collateral: Central banks don't buy gold based on monthly payroll headlines. They accumulate it because extreme volatility in major fiat pairs exposes the structural fragility of the paper monetary system.

The Coiled Spring: Let the short-term algorithms dump paper gold on daily noise. They are fighting for pennies while the heaviest capital allocators on Earth hoard physical metal to insure against systemic fracturing.

#Macroeconomics #Gold #YenCarryTrade

[WSJ Markets @WSJmarkets]

U.S. Jobs Data May Offer Bullish Catalyst for Dollar Vs. Yen https://t.co/EttMHmXGg0

[Lobo Tiggre @duediligenceguy]

Not exactly "X marks the spot," but an interesting divergence...

[Bruce Poole @TargetedWealth]

Insightful guide from NuScale Power on the structural breakdown of nuclear fuel types and enrichment levels powering the SMR rollout.

This maps out perfectly with my broader macro outlook: the AI supercycle and global electrification require immediate, reliable baseload energy, and the path forward relies heavily on the physical realities of the existing uranium supply chain.

#Uranium #AI

[NuScale Power @NuScale_Power]

From familiar uranium dioxide pellets to emerging options like TRISO particles and molten salt fuels, the world of nuclear fuel is evolving alongside reactor design. See how it all fits together in our latest SMR 101 article.

https://t.co/V8lLSH22YA

#SMR101 #ExploringSMRs

[Bruce Poole @TargetedWealth]

Informative article (and corresponding video) from Alasdair Macleod on the shifting dynamics of the global physical silver market.

#Gold #Silver

[Alasdair Macleod @MacleodFinance]

Silver mispriced https://t.co/TNrN7uOOQh

[Bruce Poole @TargetedWealth]

THE GLOBAL PARADIGM SHIFT IS NOW OFFICIAL.

If you’ve been following my macro thesis, everything we have been mapping out is coming to fruition in real time. Presently, the global bond market is shouting a warning that cannot be ignored.

The Bond Breakout: UK 30-year yields just surged to 5.85%—their highest level since 1998. This isn't an isolated UK story. Global bond markets are signaling severe panic over persistent inflation and compounding debt costs.

The Yen Domino: We watched the Bank of Japan try to artificially suppress yields for decades to fund their massive debt, fueling trillions in the cheap yen carry trade. Now, Japanese yields are smashing multi-decade highs, cutting off the flow of cheap foreign capital to Western debt markets.

The Core Crisis: Central banks are trapped. They can either let soaring yields bankrupt their federal budgets, or they can print trillions more fiat to artificially cap them (Yield Curve Control). They will choose printing every single time.

The Ultimate Confirmation: When the long end of the paper market breaks, the world runs to real collateral. The ECB openly stating that gold has replaced US Treasuries as the world's top individual reserve asset is a historic paradigm shift. The era of US debt serving as the foundational "risk-free" asset of global finance is officially dead.

Sovereign nations are recognizing that weaponized, debased fiat promises cannot compete with un-backable, tangible value.

#Macro #Gold

[GoldSilver @GoldSilver_com]

UK 30-year government bond yields just surged to 5.85% — their highest level since 1998.

That’s nearly 30 years of history being rewritten in real time.

More importantly, this isn’t just a UK story. Global bond markets are signaling growing concerns about persistent inflation and rising debt costs worldwide. When long-term yields spike across major economies, investors should pay attention.

What does this mean for markets, central banks, and gold?

Watch now: https://t.co/DgDfzdXGrm