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@kashyap286 "If B2Gold $BTG $BTO.TO can dump Fekola on the balance sheet of a mid-tier producer the way they divested their Nicaraguan mines to Calibre Mining this company has tremendous upside. Industry gossip talks about how Agnico struggled to open up the Arctic TMAC struggled with Hope Bay etc but having covered Sabina Gold & Silver throughout my career at TDV and being intimately familiar with Back River I see the Goose mine as a company maker"
@kashyap286 on X 2025-07-01 08:21:56 UTC 20.5K followers, 2329 engagements

"@nickz34 Why aren't you defending ThyssenKrupp Ticks all the boxes you like"
@kashyap286 on X 2025-07-20 07:10:44 UTC 20.5K followers, XX engagements

"Assam an Indian state which struck oil in 1867 just X years after "Colonel" Edwin Drake's discovery in Pennsylvania is setting another record in India's oil industry. Assam will not just collect royalties and taxes but will own a XX% participating interest in the XXX sq km Namrup Block"
@kashyap286 on X 2025-07-21 06:47:24 UTC 20.5K followers, 1489 engagements

"ThyssenKrupp is one of the greatest companies in the history of Germany and provider of the most indisputably important ships submarine parts armaments and trucks ever built by the Nazi regime. Amazing company with the best engineering team in the history of German industry. If I criticise ThyssenKrupp for using slave labor will you say I'm wrong because they got away with it for X years"
@kashyap286 on X 2025-07-20 05:30:57 UTC 20.5K followers, XX engagements

"@dampedspring Rational actors won't borrow in an appreciating currency unless their return on capital exceeds currency appreciation. There will be very little borrowing at near zero rates. To incentivize borrowing block rewards will need to go up"
@kashyap286 on X 2025-07-20 07:35:25 UTC 20.5K followers, XXX engagements

"Last year Trump flexed by threatening to invade Panama and seize control of the Panama Canal. The reason was Chinese ownership of the ports. In response the private Hong Kong billionaire who owned the ports hurriedly struck a deal with BlackRock. Fast forward a few months China is threatening to block the deal unless Cosco Shipping which is currently under US sanctions gets a seat at the table. China is flexing on X fronts now - maritime rare earths and AI chips. Nobody wins a trade war but China sure is coming out on top"
@kashyap286 on X 2025-07-19 05:00:53 UTC 20.5K followers, 3973 engagements

"In 2018 Egyptian billionaire Naguib Sawiris invested half of his net worth in gold expecting it to go up to $1800/oz. He was wrong. Gold went to $3350/oz instead. This is why I dislike price predictions. Is $5000/oz a good price to sell gold Is $10000 How high can it really go Nobody knows We look back at Sawiris' investing acumen and think he was a genius. At that time Wall Street thought he was nuts for predicting $1800 gold because gold hadn't been that high since 2011. Fact is gold is in a multi-year bull market. Unlike stocks which are prone to management mistakes gold's potential is"
@kashyap286 on X 2025-07-20 05:21:12 UTC 20.5K followers, 3028 engagements

"Aussie rare earth miner Lynas Corp $LYC.AX $LYSDY has put in a bottom and turned on both the daily and weekly timeframe. The catalyst was a license extension allowing it to operate its Malaysian processing facility until March 2026"
@kashyap286 on X 2023-10-25 05:44:51 UTC 20.5K followers, XXX engagements

"The next $XIV. RoundHill offers ETFs that provide weekly income distributions by selling options on popular stocks. The NVidia WeeklyPay ETF $NVDW ETF offers a XXXXX% annualized "yield" while the Palantir ETF $PLTW offers 72.38%. Almost makes me nostalgic for the good old days of Celsius BlockFi Voyager Digital Pillow Fund etc. US capital markets are starting to resemble sports betting but with better tax treatment"
@kashyap286 on X 2025-07-24 04:28:20 UTC 20.5K followers, 1248 engagements

"@PauloMacro Or Powell starts printing and saves his job. He bailed out $SIVB going against precedent and the FDIC rulebook. He cut XX bps in September in a last ditch attempt to support Biden. He tapered QE after Trump threatened his job"
@kashyap286 on X 2025-04-17 04:46:23 UTC 20.5K followers, 3215 engagements

"10 fruitful years with $IBKR. The first stock I ever bought was Yamana Gold. My portfolio was XXX% invested in gold stocks uranium stocks physical platinum and palladium. My day job was responding to RFPs for UK and CE insurance clients. My former colleagues thought I was nuts for wanting to switch careers and go into something where my prior experience had zero value. I had no in. No plan. I took risks the way only a 20-something can take risks. Thanks to my MBA degree I could afford to fall on my ass and get back to corporate life if it didn't work out. Lucky for me it did. And it remains"
@kashyap286 on X 2025-04-17 14:41:31 UTC 20.5K followers, 2452 engagements

"Going by the headlines it appears as if the US govt has approved the sale of $NVDA H20 chips to China. But if you dig deeper the source of this news is an Nvidia blog post where they say: "Huang also provided an update to customers noting that NVIDIA is filing applications to sell the NVIDIA H20 GPU again. The U.S. government has assured NVIDIA that licenses will be granted and NVIDIA hopes to start deliveries soon." Even though the paperwork hasn't been filed yet the media portrays it as if it were a done deal. Based on a biased source - the company itself. I searched and couldn't find"
@kashyap286 on X 2025-07-15 04:56:41 UTC 20.5K followers, 10.8K engagements

"Gaza is facing famine Israel is dealing with bankruptcy and insurance claims"
@kashyap286 on X 2025-07-20 17:11:38 UTC 20.5K followers, 1477 engagements