@GoldSeabridge Avatar @GoldSeabridge Seabridge Gold Investor (NYSE:SA | TSX:SEA.TO)

Seabridge Gold Investor (NYSE:SA | TSX:SEA.TO) posts on X about $sa, gold, silver, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 100% countries 12.38% currencies 4.76% travel destinations 4.76% stocks 3.81% cryptocurrencies 1.9% financial services 1.9% automotive brands 1.9%

Social topic influence $sa #1, gold #4449, silver 13.33%, in the 12.38%, inflation #1096, market #4817, money 10.48%, bank 7.62%, stocks #4279, bull #1940

Top accounts mentioned or mentioned by @lukegromen @lancejlewis @hussey47325 @pboockvar @davidzanca @123freethinker @redevelopcf @richardwag67343 @garybohm5 @grok @net0nrg

Top assets mentioned Seabridge Gold, Inc. (SA)

Top Social Posts

Top posts by engagements in the last [--] hours

""(Speculative side note: If we were the Trump Administration and Sec. Bessent we would be communicating through back channels to TBTF banks to 'get onside' in silver and goldwhich should ultimately be driven WAY higher. Have we just been watching a 'pump and dump' exercise designed to allow TBTF banks to 'get onside' in silver and gold We think it is entirely possible.)" From @LukeGromen $SA"
X Link 2026-02-08T22:47Z [----] followers, [---] engagements

""While silver and gold have been getting bombed the US government (which declared silver a critical mineral in November) says it is going to buy $12bn in critical minerals and expand a commodity buying group to Wall Street in order to further increase the amount of money to buy finite critical minerals around the worldthis does NOT strike us as long term bearish for gold (or silver and other critical minerals." From @LukeGromen $SA https://twitter.com/i/web/status/2020631409686085890 https://twitter.com/i/web/status/2020631409686085890"
X Link 2026-02-08T22:50Z [----] followers, [---] engagements

"The Fed should re-examine its great mistakes that led to the great inflation. It should abandon the dogma that inflation is caused when the economy grows too much and workers get paid too much. Inflation is caused when government spends too much and prints too much. Money on Wall Street is too easy and credit on Main Street is too tight. The Feds bloated balance sheet designed to support the biggest firms in a bygone crisis era can be reduced significantly. That largesse can be redeployed in the form of lower interest rates to support households and small and medium-size businesses. -Kevin"
X Link 2026-02-08T23:00Z [----] followers, [---] engagements

"Dan Oliver Myrmikan Next phases of the gold bull "As inflation kicks up again and bond investors begin demanding a yield premium to protect against inflation the Fed will find it has to buy ever more bonds to affect interest rates. This will be the second phase of the gold bull market a move that has not yet begun the move to reflect the market realization that the Fed is powerless to save private equity or control interest rates without buying the entire bond market. "The third phase will be when the higher rates create a government bond death spiral: the higher the interest rates rise the"
X Link 2026-02-15T17:00Z [----] followers, [----] engagements

"Chinas holdings of USTs rose 25x from [----] when they entered the WTO until their peak level 2011-13 and then began fallingFor those who had eyes to see the global monetary reset began then. $SA"
X Link 2026-02-15T17:19Z [----] followers, [---] engagements

""Dedollarization is no longer a fringe theory. Its a real shift in global finance driven by a range of factors from geopolitical tensions to sudden monetary policy changes. For decades the U.S. dollar ruled as the worlds main reserve currency. Now a growing number of countries are looking for alternatives. Sanctions the 'weaponization' of the dollar and concerns over the Federal Reserves policy swings have all pushed central banks and governments to diversify." GoldFix $SA"
X Link 2025-01-12T21:02Z [----] followers, 13.1K engagements

"Pierre Lassonde Franco-Nevada founder: If just 1% of global capital moves into gold youre looking at $15000 an ounce. Lassonde defends a $17250 price target as gold quietly re-monetizes inside a debt-soaked global financial system. With deficits exploding and sovereign balance sheets crumbling even a trickle of capital becomes a tidal wave in a stagnant gold market. See $SA http://zerohedge.com/news/2025-11-17/17250-gold-inevitable-billionaire-lassonde-says-were-life-changing-period https://twitter.com/i/web/status/1990489688256159851"
X Link 2025-11-17T18:38Z [----] followers, [----] engagements

"It's not much.yet.but you can't run the US economy hot without increasing money supply. The liability side of Fed asset purchases is more dollars. Gold was able to soar as the Fed reduced its balance sheet. Now imagine returning to expansion. Source: MARKET EAR $SA"
X Link 2026-01-11T13:37Z [----] followers, [----] engagements

"Asia invests trade surpluses into real things while the west fiancializes deficits and promotes virtual financial assets. So gold outperforms BTC despite the Trump administration's Genius Act. $SA Chart from MARKET EAR $SA @LukeGromen"
X Link 2026-01-12T20:01Z [----] followers, [---] engagements

"Since July of last year gold stocks have outperformed gold. Fourth quarter profit reports will probably extend this trend. $SA"
X Link 2026-01-12T20:03Z [----] followers, [---] engagements

"This morning Bloomberg reports "ETFs added [------] ounces of gold to their holdings in the last trading session.equivalent to $1.08 billion at yesterday's spot price." What is driving ETF investing in gold The chart below likely has part of the answer. $SA"
X Link 2026-01-13T17:10Z [----] followers, [---] engagements

""The US cutting rates into rising commodity inflation would likely put further upward pressure on JGB yields (and by extension UST and other western sovereign bond yields) as Japan is a USD-denominated commodity importer." From @LukeGromen $SA"
X Link 2026-01-13T22:17Z [----] followers, [---] engagements

""The DXY continues to surge and is above both the [--] dma and its [---] dma and making another new high for the move this morning. It hasnt mattered to gold and silver yet but it always does eventually. This bears watching" From @lancejlewis $SA"
X Link 2026-01-15T13:47Z [----] followers, [---] engagements

"US investors may be discovering that Fed rate cuts are not the most important reason to buy precious metals. $SA"
X Link 2026-01-16T18:14Z [----] followers, [---] engagements

"Gold-Copper-Silver porphyries have become the favored opportunity in mining with price gains in all three metals two of which have been designated as critical by governments and markets. $SA"
X Link 2026-01-16T18:18Z [----] followers, [---] engagements

"While CPI is celebrated the next wave of inflation is brewing in commodities. $SA"
X Link 2026-01-17T22:49Z [----] followers, [---] engagements

""10y JGB yields are already running away despite contained oil pricesif ANYTHING makes oil spike Japan will likely move IMMEDIATELY into a bond crisis" From @LukeGromen $SA"
X Link 2026-01-18T03:49Z [----] followers, [---] engagements

""The US Is basically not a good credit" says the Danish Pension Fund explaining its decision to sell US Treasuries. The good news: it's only $100 million. The bad news: others are sure to follow. The question: where do they put their money instead.oh ya.gold. $SA Source: Zerohedge 01/20/26 https://twitter.com/i/web/status/2013660579999682768 https://twitter.com/i/web/status/2013660579999682768"
X Link 2026-01-20T17:11Z [----] followers, [---] engagements

""More than 100% of the growth in US exports in October that helped drive a record collapse in the US trade deficit was driven by gold exports out of the US i.e. THE US SETTLED A LARGE PORTION OF ITS TRADE DEFICIT IN GOLD IN OCTOBER DE FACTO" From @LukeGromen $SA"
X Link 2026-01-21T17:59Z [----] followers, [---] engagements

"Correction: Courageous Lake reserves are [---] million ounces of gold at a grade of [---] grams per tonne. The main Courageous Lake deposit is similar in size to the recent Snowline discovery in terms of resources but Snowline only has a PEA while CL has a PFS . $SA"
X Link 2026-01-21T21:06Z [----] followers, [---] engagements

"COMEX gold open interest rose nearly 1% to [------] contracts Wednesday and is indicated to have exploded over 4% yesterday. "The BOJ intervened to support the yen overnight post-BOJ but the yen hasnt retained much of the gains. Monetary chaos continues" @lancejlewis $SA"
X Link 2026-01-23T13:13Z [----] followers, [---] engagements

"Freeport McMoran quantifies the required growth of copper production and the shift in consumption. At this point it's difficult to see where the extra production comes from especially as some of the world's most prolific mines are declining and new prospects are lower grade. $SA"
X Link 2026-01-23T15:53Z [----] followers, [---] engagements

"Well that didn't take long. Now the bullion banks will raise their targets again and say risks have increased. It's been a long time since sellers and shorts have been right. Short term markets can do anything. Longer term it might be safer to stand in front of a train. $SA"
X Link 2026-01-23T16:56Z [----] followers, [---] engagements

"A bipartisan group of U.S. lawmakers has introduced legislation to establish a $2.5 billion Strategic Resilience Reserve for critical minerals aiming to stabilize prices support domestic mining and refining and reduce U.S. dependence on China-dominated supply chains. $SA"
X Link 2026-01-26T15:02Z [----] followers, [---] engagements

"Chinese households are looking for higher-yielding investments as $7T in time deposits are set to mature this year. Many investors are shifting from bank deposits to stocks insurance and wealth management products due to falling interest rates. Will they also buy more gold $SA https://twitter.com/i/web/status/2015806558681092113 https://twitter.com/i/web/status/2015806558681092113"
X Link 2026-01-26T15:18Z [----] followers, [---] engagements

"Exchange-traded funds added [------] oz of gold to their holdings in the last trading session bringing this year's net purchases to [----] million oz according to data compiled by Bloomberg. The purchases were equivalent to $1.7 billion at the previous spot price. $SA"
X Link 2026-01-26T17:51Z [----] followers, [---] engagements

"The Citi economic surprise index (blue line) exhibits strength as DXY falls. Isn't this exactly what the US administration wants Reshoring requires more than tariffs. A weaker currency is also needed. This is gold friendly. $SA Chart from MARKET EAR. $SA"
X Link 2026-01-27T14:14Z [----] followers, [---] engagements

"Gold's COMEX Commitment of Traders for January 6th - 13th exhibited +$5.7B of Managed Money buying the largest [--] week amount since September 2nd. This generally corroborates stronggrowth in open interest and price. Bullish flows persisted through January 20th: +$1.2B. $SA"
X Link 2026-01-27T16:20Z [----] followers, [---] engagements

"We heard rumors today that some hedge funds were anticipating a correction in gold and they were shorting gold stocks to increase their leverage. If so there could be a run on stretchers in the morning. $SA"
X Link 2026-01-27T22:14Z [----] followers, [----] engagements

"Gold is up $95 this morning with the dollar up [--] bps and the FOMC expected to withold a rate cut today. Amazing. $SA"
X Link 2026-01-28T13:22Z [----] followers, [---] engagements

"COMEX gold open interest fell nearly 3% to [------] contracts on Monday and is indicated to have collapsed nearly 6% Tuesday which suggests aggressive spec short covering drove the rally. $SA"
X Link 2026-01-28T15:43Z [----] followers, [---] engagements

"This morning Bloomberg reports ETFs added [------] oz of gold to their holdings in the last trading session worth $692.7 million at yesterday's spot price bringing this year's net purchases to [----] million oz. This was the sixth straight day of growth. $SA"
X Link 2026-01-29T13:19Z [----] followers, [---] engagements

"RabobanK: The Market is Responding to Warsh's Nomination to the Fed But Nothing Has Changed The dollar has regained some strength likely due to Warshs credentials as a former monetary policy hawk prioritizing inflation control and favoring a smaller Fed balance sheet. The record-breaking streaks in gold and silver have ended at least for now. The precious metals are currently down 10%+ despite concerns over possible escalation in the Persian Gulf. The retracements are notable but the debasement trade and diversification from the US have not stopped. $SA"
X Link 2026-01-30T18:33Z [----] followers, [---] engagements

"As you ponder the damage to the precious metals sector on Friday ask yourself if the basic trends like the one below will change. Will confidence in the dollar return Will western debt and deficits moderate $SA"
X Link 2026-01-31T03:40Z [----] followers, [---] engagements

"As Japan begins repatriating its capital it's US financial markets that will bear the brunt of the selling. From @LukeGromen $SA"
X Link 2026-01-31T03:45Z [----] followers, [---] engagements

"This isnt a bull market in gold says Simon Mikhailovich founder of The Bullion Reserve. Its a bear market in trust. Has that bear market turned $SA"
X Link 2026-01-31T13:22Z [----] followers, [----] engagements

"The Metropoitan Capital Bank and Trust of Chicago collapsed yesterday and was taken over by The Federal Deposit Insurance Corporation who brokered most of the banks $261 million in assets to First Independence Bank in Detroit including all deposits. Customers have immediate access to their money. $SA Will there be more https://twitter.com/i/web/status/2017691988158452158 https://twitter.com/i/web/status/2017691988158452158"
X Link 2026-01-31T20:10Z [----] followers, [---] engagements

"Goldman Sachs trader Adam Gillard points out that yesterday felt similar to 21st October sell-off (albeit more extreme) when he thinks the vol move from a large short-dated GLD block triggered model liquidation which was exacerbated by high-frequency market-makers (on GLD). The salient point around the October sell-off was that the GLD did not cut despite then record volume. Gillard says this will be an important signal if holdings again remain broadly unchanged after yesterdays 10% drop. The expiry of February Comex futures was the opportunity for beleaguered shorts to square their books."
X Link 2026-01-31T20:50Z [----] followers, 22.7K engagements

"Looking at Friday Precious Metals Any talk of a top does not fit whatsoever with our technicals.-Michael Oliver Momentum Structural Analysis Michael begins his [---] weekend report reminding readers the current environment is an asset-allocation shift not a tactical or short-term or even a macro trade. He is explicit that the signals in monetary metals and miners are not late-cycle. Instead he notes that the decisive turn UP only began at the November [----] close placing the move early in its lifecycle rather than extended. These metrics are fresh and not overdone by any means. Its not too late"
X Link 2026-02-01T23:21Z [----] followers, [----] engagements

"Deutsche Bank's Michael Hsueh said in a note this moring it was sticking with its forecast for gold to get to $6000 an ounce."Gold's thematic drivers remain positive and we believe investors' rationale for gold (and precious) allocations will not have changed. The conditions do not appear primed for a sustained reversal in gold prices." $SA https://twitter.com/i/web/status/2018356105697464717 https://twitter.com/i/web/status/2018356105697464717"
X Link 2026-02-02T16:09Z [----] followers, [----] engagements

"The gold action over the past few trading days has felt similar to the October [--] sell-off if much more extreme where Goldman believes the vol move from a large short-dated GLD block triggered model liquidation exacerbated by high-frequency traders. The October sell-off was brief when the GLD did not cut despite then record volume. GLD added i tonne today. $SA https://twitter.com/i/web/status/2018473784504643641 https://twitter.com/i/web/status/2018473784504643641"
X Link 2026-02-02T23:57Z [----] followers, [---] engagements

"Noted by @pboockvar: "Fed Governor Stephen Miran on CNBC's Money Movers on Friday was asked about what he thinks about the rising price of gold (outside of Friday's selloff).said the increase was not informative to him. As a monetary metal for thousands of years ignoring what gold does is a mistake I firmly believe." Western 'experts' continue to miss the monetary reset happening right under their noses driven by eastern central banks and investors. We think this is why gold stocks substantially underperform the metal. $SA https://twitter.com/i/web/status/2018674275821969902"
X Link 2026-02-03T13:13Z [----] followers, [----] engagements

"COMEX gold open interest on Monday imploded 6% to [------] contracts and is indicated to have fallen over 2% yesterday to close at a new 52-week low despite unprecednted volatility in the gold market. COMEX speculators are dead and this paper market no longer sets the price. $SA"
X Link 2026-02-03T16:35Z [----] followers, [---] engagements

"@hussey47325 Good question. Perhaps in the order of 50% of NPV That would be consistent with other large development projects moving towards production. $SA"
X Link 2026-02-03T17:33Z [----] followers, [---] engagements

"CITI Explains Why Gold Goes Higher The physical gold market cannot handle wealth shifts into gold. The physical gold market is too small to handle wealth shifts into goldAt present the value of new gold supply is around 0.1% of total household wealth (property equities bonds cash including that managed on their behalf by institutions etc). This means that a 0.1% increase or 1/1000th shift of household wealth into gold would require a doubling in gold mine supply. An increase from global average portfolio levels of 4.1% to 5% or 0.9% pts would require [--] years of mine supply equivalent to half"
X Link 2026-02-03T18:00Z [----] followers, [----] engagements

"JPMorgan views the recent gold selloff as a pause within a structural bull market driven by central-bank accumulation and investor diversification. The bank raises its year-end [----] gold target to $6300 arguing demand remains inelastic and far from saturation while silver faces higher volatility and weaker structural support. Source: GoldFix 02/03/26 $SA https://twitter.com/i/web/status/2018789456182939891 https://twitter.com/i/web/status/2018789456182939891"
X Link 2026-02-03T20:51Z [----] followers, [----] engagements

"The pundits that failed to forsee the bull run in precious metals were the first to declare that the metals had topped in a blow off move. We see a monetary reset in which the metals continue upward as they replace other savings vehicles. Nothing has changed. $SA"
X Link 2026-02-04T15:31Z [----] followers, [---] engagements

""The chart shows SPX in USD (blue) and SPX priced in gold (red) since the end of 3q18 shortly before Powell 'pivoted' from rate hikes at the end of 2018: SPX up 152% in USD terms but down 27% in gold terms." Confirmation of the reset from financials to real things. @LukeGromen $SA https://twitter.com/i/web/status/2019175534475767857 https://twitter.com/i/web/status/2019175534475767857"
X Link 2026-02-04T22:25Z [----] followers, [---] engagements

""QE is needed for a lot more than just calming markets the US will likely lose both the AI race and the ability to reshore and restore its electrical grid in a timely fashion unless a lot more USD liquidity is injected soon." From @LukeGromen $SA You would want to own gold"
X Link 2026-02-04T22:39Z [----] followers, [---] engagements

"UBS Gold Commentary Gold bull markets typically dont conclude simply because fears diminish or prices become too high. They end when central banks establish their credibility and pivot to a new monetary policy regime. Examples: 1980: The gold bull market ended following Paul Volckers aggressive monetary tightening which restored Federal Reserve credibility drove real rates sharply higher and strengthened the US dollar. 2013: Gold peaked after the Federal Reserve convinced markets it could unwind quantitative easing without destabilizing the economy leading to rising real yields and declining"
X Link 2026-02-05T15:45Z [----] followers, [----] engagements

"@DavidZanca Yes exactly the point. The reasons why gold is in a bull market have not changed and cannot change without a cataclysmic change in central bank monetary policy. The market is doing what authorities will not: resetting the monetary system. $SA"
X Link 2026-02-05T16:19Z [----] followers, [---] engagements

"Gold Cleans Out The Excess Without Killing The Trend The latest gold puke triggered historic long liquidation but gold remains above its key trend line. Chart below Goldman notes futures exposure collapsed at an unprecedented pace during the latest crash reflecting heavy speculative liquidation. Aggregate open interest fell by $40.6B over the decline and by $67.5B since Jan [--] well beyond any comparable episode in the past two years. COT OI Chart below Source: MARKET EAR 02/06/26 https://twitter.com/i/web/status/2019763567638069583 https://twitter.com/i/web/status/2019763567638069583"
X Link 2026-02-06T13:22Z [----] followers, [----] engagements

"Where would you rather store your surpluses as a commodity exporter.in gold which has risen 107% v. commodities (GSCI) over the past [--] years or in LT USTs which have fallen 46% v. commodities in the past [--] years and which must fall A LOT further for the US just to sustain its debt/GDP without a crisis H/T @LukeGromen $SA https://twitter.com/i/web/status/2020632668912656696 https://twitter.com/i/web/status/2020632668912656696"
X Link 2026-02-08T22:55Z [----] followers, [----] engagements

"Central bank gold purchases are widely dispersed and persistent especially since sanctions were imposed on Russia after the Ukraine invasion. World Gold Council surveys confirm dollar inflation and sanctions are the key drivers as gold replaces Treasuries in CB reserves. $SA"
X Link 2026-02-12T22:58Z [----] followers, [----] engagements

"Chinas ferocious appetite for gold is influencing the global metals market and that demand is what will keep driving up metal prices says Michael Howell founder of CrossBorder Capital. The Peoples Bank of Chinas official gold holdings total [-----] million oz accounting for just 9% of Chinas total reserves. $SA https://twitter.com/i/web/status/2022084830511460685 https://twitter.com/i/web/status/2022084830511460685"
X Link 2026-02-12T23:06Z [----] followers, [---] engagements

"In [----] a dollar was worth [---] grams of gold. Today a dollar is worth [--] milligrams of gold. Measure your wealth in terms of gold not dollars if you wish to keep it. $SA"
X Link 2026-02-15T18:35Z [----] followers, [---] engagements

"Bloomberg reports Chinese savers will need to roll over about $7T in time deposits this year as interest rates have been falling. Surveys indicate much of this money will go into stocks and gold for better returns. Chinas ever-expanding pool of private wealthroughly 40% of which is held in cash and bank depositsis about twice the size of the countrys GDP and represents one of the fastest-growing accumulations of wealth in modern history. $SA https://twitter.com/i/web/status/2020891525622698273 https://twitter.com/i/web/status/2020891525622698273"
X Link 2026-02-09T16:04Z [----] followers, [----] engagements

"The QE lite the Fed began in December (buying T-Bills to increase bank reserves) continues and its balance sheet is measurably growing. $SA"
X Link 2026-01-24T18:40Z [----] followers, [----] engagements

"Yesterday the gold market decided to take seriously a Kremlin policy discussion document that suggested Russia consider returning to dollar use after the Ukraine war ends as a step towards economic rapprochement with the US. An obvious attempt to stroke Trump. And pigs can fly. $SA https://twitter.com/i/web/status/2022291981192294718 https://twitter.com/i/web/status/2022291981192294718"
X Link 2026-02-13T12:49Z [----] followers, [---] engagements

"".we do have a decent idea as to where the gold price should be in the bull market's second phase. Gold is free market money and therefore its end goal is to balance balance sheets. We do not subscribe to the claim that the Feds balance sheet should be 100% gold which would currently imply a price of $25190/oz. Historically the market forced central banks to maintain gold reserves of between a third and a half which would currently imply a price of between $8395/oz and $12595/oz." Myrmikan $SA Dan Oliver Myrmikan Next phases of the gold bull "As inflation kicks up again and bond investors"
X Link 2026-02-15T17:11Z [----] followers, [----] engagements

""We are.confident that mining companies retain good value: even though share prices have increased dramatically the development companies we follow have seen their market caps-to-NPV ratios decline from 0.2x when gold was trading at $1800/oz to 0.17x assuming gold at $4000/oz. "From the beginning of [----] to [----] the number of shares outstanding for the GDXJ ETF has fallen by roughly a third. GDX ETF shares outstanding have declined by about the same proportion. In other words even as gold mining shares have soared in price gold mining instruments have seen net capital outflows. This lack of"
X Link 2026-02-15T17:30Z [----] followers, [----] engagements

"Bloomberg reports the Peoples Bank of China is boosting money available to banks to ensure they can meet the surge in demand for cash during the Lunar New Year holidays. The central bank injected [---] billion yuan ($86.4 billion) via 14-day repurchase agreements late last week ending a two-month hiatus for such operations. Another up to [---] trillion yuan is expected this week. Before the latest move the PBOC doubled its bond purchases in January and added a record [--] trillion yuan of medium- to long-term funds into the banking system. We expect much of this money will go into gold savings. $SA"
X Link 2026-02-09T13:26Z [----] followers, [---] engagements

"Goldman says the biggest price mover - China - was not responsible for the gold correction on Thursday given regional spreads vs Shanghai improved and there was no significant open interest drop. Commodity strategist Lina Thomas: "In sharp equity drawdowns gold's liquidity makes it a source of funds for margin calls. This can cause an initial drop in price and positioning before rebounding if uncertainty persists as in the GFC (2008) March [----] (Covid) and April [----] (Liberation Day)." Heightened gold price volatility due to elevated options activity YTD and low liquidity due to Chinese Lunar"
X Link 2026-02-16T15:53Z [----] followers, [---] engagements

"The US dollar sits on the edge of a [--] year uptrend. We think gold is anticipating that the dollar breaks below it. $SA"
X Link 2026-01-26T14:19Z [----] followers, [---] engagements

"@123freethinker @LukeGromen The Gromen quote referenced above was from last September. His thinking is now less favorable to BTC. However as Tether and other stablecoins grow in net assets they will likely bid for more BTC. $SA"
X Link 2026-01-31T17:06Z [----] followers, [--] engagements

"Physical gold holdings in ETFs have not collapsed with COMEX open interest. This contradiction has indicated a short term correction and a quick recovery in the past such as the correction of last October. Source: MARKET EAR 02/06/26 $SA"
X Link 2026-02-06T13:34Z [----] followers, [----] engagements

"Gold was the top U.S. export for the second consecutive month (October and November the latest data available) the first time in at least the last [--] years according to Census Bureau data. The gold went largely to Switzerland the global gold refining hub. $SA"
X Link 2026-02-08T22:40Z [----] followers, [----] engagements

"Seabridge Reports on [----] Corporate Objectives For more than [--] years we have set and published annual objectives and reported on the results at the end of each year which we call our report card. For our [----] report see: http://seabridgegold.com/press-release/seabridge-gold-reports-on-2025-corporate-objectives http://seabridgegold.com/press-release/seabridge-gold-reports-on-2025-corporate-objectives"
X Link 2026-02-11T22:43Z [----] followers, [---] engagements

"Both Goldman & JPM See Feverish Rotation Out Of Digital Into the Physical World As markets dump AI stocks they note investors are buying HALO stocks Heavy Assets Low Obsolescence.That's mining finally. $SA"
X Link 2026-02-13T20:35Z [----] followers, [---] engagements

"What we really know is coming is a hyperinflationary reset warns Eric Griffin CEO of ITM Trading. Griffin says the machinery of the market is cracking beneath the surface. He pegs golds true fair value at $15000$16000 and calls todays chaos the prelude not the endgame. $SA http://zerohedge.com/news/2026-02-16/hyperinflation-reset-looms-why-gold-only-safe-haven http://zerohedge.com/news/2026-02-16/hyperinflation-reset-looms-why-gold-only-safe-haven"
X Link 2026-02-16T19:07Z [----] followers, [---] engagements

"@RedevelopCF The very substantial reversal in the US trade deficit is probably the most important factor behind the recent rise in DXY in our opinion. A large short position is also a likely factor. $SA"
X Link 2026-01-09T18:07Z [----] followers, [---] engagements

"What does a financialized economy mean The US has $105T in credit market debt and $31T in GDP. So credit claims against the real economy are more than triple our production of good and services. We create claims and expect foreign producers to accept them. Foolishness. $SA @LukeGromen "The global economy is experiencing a structural breakdown in the conversion of financial claims into physical output. I define this failure as the Hard Bifurcation: the separation of the monetary economy from the physical economy The West faces an adversary who understands "The global economy is experiencing a"
X Link 2026-01-10T21:05Z [----] followers, [---] engagements

"Up up and away Gold is printing fresh ATHs continuing to trade cleanly within a well-defined channel. The 21-day is tracking price almost perfectly while the 50-day remains far below exactly what you expect in a strong trend. Channel resistance comes in around $5000. Source: MARKET EAR $SA https://twitter.com/i/web/status/2010802259152814404 https://twitter.com/i/web/status/2010802259152814404"
X Link 2026-01-12T19:53Z [----] followers, [---] engagements

"COMEX gold open interest is indicated to have risen over 2% yesterday which suggests aggressive speculative short selling drove the decline. $SA"
X Link 2026-01-16T18:00Z [----] followers, [---] engagements

"Japan's [--] year bond yield trend line is beyond steep and the [--] year exhibits total panic. A rate hike at Thursday's BOJ meeting to combat inflation and stabilize long yields may accelerate capital flight back to Japan and push US yields higher. A return to YCC likely supports the run on gold. $SA https://twitter.com/i/web/status/2013676969888448658 https://twitter.com/i/web/status/2013676969888448658"
X Link 2026-01-20T18:16Z [----] followers, [---] engagements

"Courageous Lake Project (CLP) Spin-out Update: Realizing Shareholder Value newco Valor Gold to hold 100% of CLP SA shareholders to receive 100% of Valor Gold shares June target for shareholder approval TSX & OTCQB listings expected for Valor Mark Ashley appointed Valor CEO CLP M&I gold resource [--] million oz at 2.36gpt one of Canada's largets and highest-grade open pit projects See: $SA http://seabridgegold.com/press-release/seabridge-gold-provides-update-on-courageous-lake-project-spin-out"
X Link 2026-01-21T17:25Z [----] followers, [---] engagements

"Will SA's plan to spin out 100% of Courageous Lake generate a significant bonus to our shareholders What is an [--] million oz M&I gold resource in Canada worth in today's market with [---] million ozs in reserves grading [----] grams per tonne Much more as an independent entity we think than under the shadow of KSM. Let's watch. $SA https://twitter.com/i/web/status/2014030931934253226 https://twitter.com/i/web/status/2014030931934253226"
X Link 2026-01-21T17:42Z [----] followers, [---] engagements

"Another way to look at our planned Courageous Lake spinout. Valor obtains [--] million ozs of M&I gold resources. In effect we are distributing this gold to about [---] million SA shares outstanding or about US$48 of gold in the ground per share. What's that worth We shall see. Much work to do to bring this about. $SA https://twitter.com/i/web/status/2014084444710121514 https://twitter.com/i/web/status/2014084444710121514"
X Link 2026-01-21T21:15Z [----] followers, [---] engagements

"Veteran market technician Michael Oliver dropped a warning few are prepared to hear. This is not a bull marketits a regime shift.Oliver says the system has crossed a critical threshold. The tell Novembers violent breakout in silver versus gold snapping a multi-year ceiling.Olivers momentum models point to chaos in paper marketsand targets of silver at $300$500 gold at $8000. Buckle up. See: $SA http://zerohedge.com/news/2026-01-21/michael-oliver-t-bond-nuclear-panic-will-send-silver-violently-300-500-gold-8000"
X Link 2026-01-21T22:35Z [----] followers, [----] engagements

"Silver Positioning: Speculators do not believe Surprisingly low on both CMX and SHFE despite record prices and macro focus. Managed money positioning is at 1y lows in NY and increasing OI in CMX silver puts is sharply outpacing calls; Friday's close was the highest OI in silver puts as a % of calls in the last [--] years. Source: Goldman report from GoldFix $SA Going higher https://twitter.com/i/web/status/2014747974186750390 https://twitter.com/i/web/status/2014747974186750390"
X Link 2026-01-23T17:12Z [----] followers, [---] engagements

""Assuming no electrificationto maintain global 3% GDP growth we have to mine the same amount of copper in the next [--] years as we mined in the last [-----] yearswithout electrification without data centers without solar and wind and the greening of the world economy. You people have no idea whatsoever what we're facing. You're dreaming. - Celebrated mining entrepreneur Robert Friedland as reported by @LukeGromen $SA https://twitter.com/i/web/status/2014833463686316360 https://twitter.com/i/web/status/2014833463686316360"
X Link 2026-01-23T22:51Z [----] followers, [---] engagements

""Gold and silver are spiking because intentionally or unintentionally the Trump Administrations 'might makes right' economic and foreign policy comments and actions have now accelerated what Bidens freezing of Russian FX reserves began triggering: The mother of all short squeezes out of fiat currency-denominated fixed claims (currency and bonds) into gold silver and physical critical minerals has begun." From @LukeGromen 01/23/26 $SA https://twitter.com/i/web/status/2014834291553780187 https://twitter.com/i/web/status/2014834291553780187"
X Link 2026-01-23T22:55Z [----] followers, [---] engagements

"Goldman has upped its [----] forecast to $5400 because the key upside risk they had flagged -private sector diversificationinto gold - has started to materialize. Daan Struyven Goldman's Co-Head of Global Commodities Research says private sector diversification buyers - whose purchases hedge global policy risks and have driven the upside surprise to our price forecast - won't liquidate their gold holdings in [----] effectively lifting the starting point of their price forecast. $SA https://twitter.com/i/web/status/2015800440265265294 https://twitter.com/i/web/status/2015800440265265294"
X Link 2026-01-26T14:54Z [----] followers, [---] engagements

"SocGen's commodity research team led by Michael Haigh is out with a report stating thatgold is now heading to $6000/oz. "This morning gold surpassed $5000/oz reaching almost $5100/oz at the time of writing. This means we have already hit our forecast of $5000/oz by the end of the year. "We now see gold reaching $6000/oz by year-end with the caveat that this is probably a conservative estimate and it could well go higher. While hedge funds dont currently have outsized long positions their notional holdings are at the highest level ever recorded at $78 billion - $2 billion higher than the"
X Link 2026-01-26T14:57Z [----] followers, [---] engagements

"Simon Littmann executive manager of Swiss Investors Corporation in Hong Kong said precious metal sales in January this year were his best ever in around [--] years in the trade. Last year was probably our second-busiest year and this year is looking to get very busy but we have supply problems" he said. Reported in Mining Weekly $SA https://twitter.com/i/web/status/2016185974263263404 https://twitter.com/i/web/status/2016185974263263404"
X Link 2026-01-27T16:26Z [----] followers, [---] engagements

"Silvers record-breaking rally is being supported by swelling physical demand combined with speculative interest in a relatively illiquid market with signs that buyers in China are leading the drive.Prices in Asias largest economy are trading at a premium to London. A leading Swiss-based precious-metals refiner has flagged global demand in a way that weve really not seen before. Chinas only pure-play silver fund says it is halting new subscriptions.Source: Bloomberg 01/27/26 $SA https://twitter.com/i/web/status/2016188164637864216 https://twitter.com/i/web/status/2016188164637864216"
X Link 2026-01-27T16:34Z [----] followers, [---] engagements

"This pm in reponse to a reporter's question (Q) Trump said: I think the value of the dollar look at the business were doing. The dollars doing great.I want it to be just seek its own level which is the fair thing to do." Gold seemed to know in advance and DXY then crashed. $SA https://twitter.com/i/web/status/2016272942414369023 https://twitter.com/i/web/status/2016272942414369023"
X Link 2026-01-27T22:11Z [----] followers, [---] engagements

"DXY took out its massive [--] year trend line this pm breaking well below the [---] day MA. Note RSI has not been this oversold since August [----]. Gold soared $170 and silver rose $8+ after falling 13% earlier in the day. Source: MARKET EAR 01/27/26"
X Link 2026-01-27T22:32Z [----] followers, [---] engagements

"Tether CEO Paolo Ardoino told Bloomberg he expects the world's largest stablecoin to become one of the largest gold central banks in the world. Tether owns around [---] tons of gold worth around $23B stored in a Swiss bunker. Tether intends to continue reinvesting its massive earnings into gold. The company is buying one or two tons of gold per week and will maintain this pace for "definitely the next few months" Ardoino said. Ardoino said gold is "logically a safer asset than any national currency." He expects geopolitical rivals to the U.S. will likely launch a gold-backed alternative to the"
X Link 2026-01-28T22:38Z [----] followers, [----] engagements

"Citi Research has raised its near-term silver forecast to $150/oz after prices surged more than 30% in two weeks driven primarily by China-led retail demand which trades at a premium to other markets and capital allocation into hard assets. The bank argues silver is trading as a leveraged form of gold supported by geopolitical stress and concerns over Fed independence. Despite ETF outflows and lower Comex positioning physical market tightness remains acute. $SA https://twitter.com/i/web/status/2016945404336611664 https://twitter.com/i/web/status/2016945404336611664"
X Link 2026-01-29T18:43Z [----] followers, [----] engagements

"If the run in gold is an asset bubble it's often been exceeded. If you see it as remonetising gold after ending the strong dollar policy gold is not in a bubble it's catching up to inflation everywhere else. To perform its historic functions backing foreign holdings of debt credit creation and money supply gold needs to be +$12000. $SA https://twitter.com/i/web/status/2017352312432255060 https://twitter.com/i/web/status/2017352312432255060"
X Link 2026-01-30T21:40Z [----] followers, [---] engagements

"We argue: gold is catching up to inflation elsewhere "Using the World Gold Councils estimate of [------] tonnes of available gold at $5000 an ounce the gold stock is worth $35.4 trillionabout half the S&Ps $62 trillion. Taking a few liberties I estimate the gold stock was worth [---] times the S&P [---] market cap in [----] and nearly [--] times in [----]. Using the [----] top and todays S&P [---] leaves you with a $30000 price target. At the more modest [----] level of [--] times it works out to $9000 an ounce." Adam A. Rozencwajg reported in Grant's Interest Rate Observer $SA"
X Link 2026-01-31T13:08Z [----] followers, [---] engagements

"The primacy of real things over financial 'wealth' ".many western investors have seemingly failed to grasp.this because they have [--] years of experience investing inertia and dogma that tells them that USDs = commodities. "Western investors have NO experience with commodities becoming 'unobtanium'but whats happening in silver & gold is an awakening: Simply comparing the total number of fiat currency and paper financial claims globally to the amount of physically-available critical minerals suggests that if the music has stopped there will soon be tens or hundreds or even thousands of"
X Link 2026-01-31T20:01Z [----] followers, [---] engagements

"@RichardWag67343 @GaryBohm5 This is the risk. Bessent is trying to thread the needle. He needs Warsh to help. Inflation is going to rise inevitably. Will nominal after tax incomes rise appreciably faster"
X Link 2026-01-31T20:53Z [----] followers, [--] engagements

"China Now Leads Silver Market: Into the Ditch Trading in a major China-listed silver fund was halted for a full session on January [--] as regulators moved to contain price distortions while global silver prices fell sharply from record highs amid elevated volatility and tighter derivatives margin requirements. Chinese financial media reported that the halt followed sustained abnormal trading conditions with the funds secondary-market price diverging materially from its net asset value. Coverage described the suspension as a regulatory response to excessive premiums and repeated risk warnings"
X Link 2026-01-31T21:05Z [----] followers, [---] engagements

""Demand displacement which is temporary occurs when markets fail operationally rather than emotionally. Today golds options market is impaired by extreme volatility while silver faces emerging physical bottlenecks at refiners and dealers. These breaks reduce participation create unstable price action and force exits from speculative positions. The market is pricing this condition now." GoldFix Friday am 01/30/26 https://twitter.com/i/web/status/2017729740694548767 https://twitter.com/i/web/status/2017729740694548767"
X Link 2026-01-31T22:40Z [----] followers, [----] engagements

"The parabolic moves and crash were both due to market dislocations. The precious metals markets were pushed by demand that couldn't be met and the orderly process of price setting failed. Why Unlimited dollars chased limited physical supply. It's likely to hit many commodities. $SA https://twitter.com/i/web/status/2017995770092282135 https://twitter.com/i/web/status/2017995770092282135"
X Link 2026-02-01T16:17Z [----] followers, [---] engagements

"The parabolic moves and crash were both due to market dislocations. The precious metals markets were pushed by demand that couldn't be met and the orderly process of price setting failed. Why Unlimited dollars chased limited physical supply. It's likely to hit many commodities. $SA https://twitter.com/i/web/status/2017996028490760455 https://twitter.com/i/web/status/2017996028490760455"
X Link 2026-02-01T16:18Z [----] followers, [----] engagements

"Shock Silver Price Premium In Shanghai Quickly Drains Western Market Vaults: David Jensen Feb [--] "After the 30% silver price smash on the COMEX Friday January [--] the Western silver cash price provides an arbitrage opportunity to ship bulk silver to China of over $34 per oz. and physical silver will rapidly flow from London and New York vaults to China. "The shock forced silver price reduction in Western digital markets that started on January [--] is driving the enormous price premium and is unsustainable as silver vacates Western vaults to meet voracious Chinese and Asian demand." $SA"
X Link 2026-02-03T15:51Z [----] followers, [----] engagements

"CITI Gold Research "At $5000/oz we estimate global spending on gold is running at over 0.7% of GDP or 2.8% of gross national savings by far its highest run rate in [--] years of data. This may incorporate wealth shifts into gold instead of income/savings allocations but this would also be true in the past. "Should we return to allocating 0.35-0.4% of GDP to gold prices would roughly halve all else equal to $2500-$3000/oz." Will savers find a safer place to allocate their savings anytime soon We don't think so. $SA https://twitter.com/i/web/status/2018748860365975591"
X Link 2026-02-03T18:10Z [----] followers, [---] engagements

"More UBS Gold Update Excepts The typical ingredients required to end a gold cycle have not yet emerged. These include persistently high real interest rates a structurally strong dollar geopolitical stabilization and restored central bank credibility. While Warshs nomination initially appeared hawkish the bank notes that Fed funds pricing continues to imply further easing rather than tightening. We do not believe a Volcker style tightening is likely particularly given the need for consensus within the Federal Reserve and the recent cessation of quantitative tightening. UBS views the recent"
X Link 2026-02-05T15:46Z [----] followers, [---] engagements

"Trump vs Powell "This fight is not about Fed independence; at its core it is because the US debt and fiscal situation is going critical and neither the Trump Administration nor the Fed want to take the blame for what comes next." From @LukeGromen $SA"
X Link 2026-01-17T22:43Z [----] followers, [---] engagements

"Mitsubishi Financial Group (MUFG): Golds steamroller rally is far from overblown "Golds history-making rally looks ferocious.despite persistently notching fresh peaks our conviction remains resolute that we are a distance away from overextended or bubble territory and maintain our above consensus forecasts for gold to catapult even higher and hit USD3850/oz by yearend and breach north of the USD4000/oz threshold by Q2 2026." Source: GoldFix $SA https://twitter.com/i/web/status/1915806734142099816 https://twitter.com/i/web/status/1915806734142099816"
X Link 2025-04-25T16:34Z [----] followers, [---] engagements

"Todays Modern Monetary Theory world with its double barreled fiscal and monetary stimulus is crashing head on with an accumulation of years of declining investment in the basic industries such as materials energy and agriculture"
X Link 2020-12-27T16:42Z [----] followers, [--] engagements

""In our analysis the end game for the Feds twin asset bubbles in stocks and bonds is inflation. We can already see it developing on the commodity front. - Crescat Capital"
X Link 2020-12-27T16:42Z [----] followers, [--] engagements

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