# ![@GaryBohm5 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1480892785599422474.png) @GaryBohm5 Gary Bohm

Gary Bohm posts on X about gold, silver, market, metals the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1480892785599422474/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1480892785599422474/c:line/m:interactions.svg)

- [--] Week [-------] -56%
- [--] Month [---------] -27%
- [--] Months [---------] +26,689%
- [--] Year [---------] +2,081%

### Mentions: [--] [#](/creator/twitter::1480892785599422474/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1480892785599422474/c:line/m:posts_active.svg)

- [--] Month [---] -4.70%
- [--] Months [---] +703%
- [--] Year [---] +86%

### Followers: [------] [#](/creator/twitter::1480892785599422474/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1480892785599422474/c:line/m:followers.svg)

- [--] Week [------] +1.60%
- [--] Month [------] +44%
- [--] Months [------] +415%
- [--] Year [------] +530%

### CreatorRank: [-------] [#](/creator/twitter::1480892785599422474/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1480892785599422474/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  88.49% [countries](/list/countries)  8.63% [stocks](/list/stocks)  4.32% [currencies](/list/currencies)  2.16% [financial services](/list/financial-services)  2.16% [automotive brands](/list/automotive-brands)  2.16% [celebrities](/list/celebrities)  1.44% [technology brands](/list/technology-brands)  1.44% [social networks](/list/social-networks)  0.72% [agencies](/list/agencies)  0.72%

**Social topic influence**
[gold](/topic/gold) 53.24%, [silver](/topic/silver) 24.46%, [market](/topic/market) #965, [metals](/topic/metals) 11.51%, [money](/topic/money) 10.79%, [in the](/topic/in-the) 10.07%, [mining](/topic/mining) 10.07%, [financial](/topic/financial) 10.07%, [debt](/topic/debt) #1821, [the most](/topic/the-most) 8.63%

**Top accounts mentioned or mentioned by**
[@bearleekungfu](/creator/undefined) [@money_affi_mek](/creator/undefined) [@stocksharetrade](/creator/undefined) [@nomiprins](/creator/undefined) [@dondurrett](/creator/undefined) [@ak07seven](/creator/undefined) [@jasoneburack](/creator/undefined) [@stefan_skippy](/creator/undefined) [@shbsam199752](/creator/undefined) [@rawguru_records](/creator/undefined) [@petergrandich](/creator/undefined) [@macleodfinance](/creator/undefined) [@sachemcove](/creator/undefined) [@crossbordercap](/creator/undefined) [@badcharts1](/creator/undefined) [@tfl1728](/creator/undefined) [@lukegromen](/creator/undefined) [@convertbond](/creator/undefined) [@olivermsa](/creator/undefined) [@eagleresa](/creator/undefined)

**Top assets mentioned**
[Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last [--] hours

"THE GOLD DISCOVERY COLLAPSE: 1st Time Ever No Major Gold Discoveries in [--] Straight Years Ounces Can't Be Printed Central Banks Hoovering Up Supply & 15-Year Lag Means Structural Whiplash Baked In (H/T Tavi Costa for chart) https://open.substack.com/pub/metalsandminers/p/the-gold-discovery-collapse-1st-timer=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/metalsandminers/p/the-gold-discovery-collapse-1st-timer=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GaryBohm5/status/2021020692276293943)  2026-02-10T00:37Z 12.8K followers, 10.7K engagements


"GOLD MINERS EARNINGS TIDAL WAVE: Gold Miners Are Blowing Wall Street Away Margins Are Exploding & This Tier-1 Asset With 40M Ounces Is The Ultimate Leverage Play On The Rising Gold Price https://open.substack.com/pub/metalsandminers/p/gold-miners-earnings-tidal-wave-goldr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/metalsandminers/p/gold-miners-earnings-tidal-wave-goldr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GaryBohm5/status/2022436008692752467)  2026-02-13T22:21Z 12.8K followers, 11.3K engagements


"For the last several decades a powerful narrative has dominated markets: the future is technology and energy is the past. This narrative fueled by the ESG movement and a focus on software-based businesses led to a historic capital rotation. As money poured into the Magnificent Seven and other tech darlings it fled the energy sector. The result is one of the most extreme valuation disconnects in modern market history. The energy sectors weighting in the S&P [---] which averaged nearly 5% from [----] to [----] has collapsed to a mere 2.9% as of February [----]. The trillion dollar mean reversion back"  
[X Link](https://x.com/GaryBohm5/status/2022690144684220648)  2026-02-14T15:11Z 12.8K followers, [----] engagements


"Silver Miners Are Sending Us A Message & Almost No One Is Listening. In reality the silver miners have higher profit margins then Netflix. They dig the rocks out of the ground for about $25 and sell it for $57. Their costs didnt change. The market just handed them a BIG RAISE for doing the exact same job and yet the miners are still trading below where they traded over a month ago. This disconnect will not remain for much longer. https://open.substack.com/pub/metalsandminers/p/silver-miners-are-sending-us-a-messager=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GaryBohm5/status/1995252242811683305)  2025-11-30T22:02Z 12.8K followers, 56.8K engagements


"THIS MIGHT BE THE MOST UNDER-VALUED SILVER DEVELOPER ON EARTH: Its a Hidden Gem Backed by a Billionaire with a Top Track Record with a Massive Deposit & Trading at a Fraction of its Value https://open.substack.com/pub/metalsandminers/p/this-might-be-the-most-under-valuedr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/metalsandminers/p/this-might-be-the-most-under-valuedr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GaryBohm5/status/2015196023258325093)  2026-01-24T22:52Z 12.7K followers, 112.7K engagements


"Peter Grandich partner in a financial planning group rejoins the Metals and Miners pod and dives into the gold and silver parabolic moves details why he remains long-term bullish but is worried about 30%+ drawdowns explains why he is petrified of the general stock market right now speaks to why he believes the U.S. dollar has already died and no one has told it yet that right now it is about capital preservation and not capital appreciation why it is better to be a live chicken and not a dead duck and more @PeterGrandich Watch here --- https://youtu.be/huZIvhUJqD8 https://youtu.be/huZIvhUJqD8"  
[X Link](https://x.com/GaryBohm5/status/2017224062238396556)  2026-01-30T13:11Z 12.7K followers, [----] engagements


"After yesterdays epic silver and gold smash very few will have the confidence to buy silver (and gold) miners any time soon. And that is precisely why they may be the best investment of the next 12-24 months. The fear and hate of this tiny and incredibly profitable sector is now a gift. The discount is our opportunity. https://twitter.com/i/web/status/2017636329375388039 https://twitter.com/i/web/status/2017636329375388039"  
[X Link](https://x.com/GaryBohm5/status/2017636329375388039)  2026-01-31T16:29Z 12.7K followers, 43.4K engagements


"The market has reacted with fear selling off gold and silver on the assumption that Warsh will be the next Paul Volcker raising interest rates to whatever level is necessary to crush inflation and restore total confidence in the dollar. This is a fantasy. It is a narrative that completely ignores the mathematical reality of the U.S. fiscal situation. When Paul Volcker raised interest rates to 20% in the early 1980s the U.S. debt-to-GDP ratio was a mere 30%. The country could afford it. Today the debt-to-GDP ratio is 125% and it is rising at an exponential rate. The U.S. is adding $1 trillion"  
[X Link](https://x.com/GaryBohm5/status/2018317744391799153)  2026-02-02T13:37Z 12.6K followers, 29.4K engagements


"The government is not just a passive observer in the A.I. buildout; it is an active participant and it is willing to use the full power of the state to ensure success. This whatever it takes commitment fundamentally changes the risk profile of the A.I. buildout. It means that the hyper-scalers can borrow with confidence knowing that they have the full backing of the U.S. Government. It means that the buildout will continue even if short-term profitability is elusive. And most importantly for our purposes it means that the demand for critical minerals will not be constrained by market forces"  
[X Link](https://x.com/GaryBohm5/status/2018459730126033190)  2026-02-02T23:01Z 12.7K followers, [----] engagements


"China's President Xi Jinpings recent article in Qiushi titled Following the Path of Financial Development with Chinese Characteristics and Building a Financial Power is the most explicit declaration of their currency and gold strategy to date. While the English translation was sanitized for Western consumption the original Chinese version lays out six core tasks. The very first the top priority is to create a powerful currency. How does China define a powerful currency The article by Xi makes it clear: a currency that is widely used in global trade investment and as a reserve asset. And what"  
[X Link](https://x.com/GaryBohm5/status/2018705828568498637)  2026-02-03T15:19Z 12.7K followers, 59.4K engagements


"RAY DALIO'S WARNING THAT CAPITAL WARS ARE HERE: President Xi's Declaration About the Yuan The BRICS Revolt The War on the U.S. Dollar the Gold Playbook & Epstein's Email https://open.substack.com/pub/metalsandminers/p/ray-dalios-warning-that-capital-warsr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/metalsandminers/p/ray-dalios-warning-that-capital-warsr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GaryBohm5/status/2018728886406676701)  2026-02-03T16:50Z 12.8K followers, [----] engagements


"For decades the precious metals community has been a lone voice in the wilderness warning of currency debasement and advocating for the enduring value of gold. For just as long the titans of Wall Street have dismissed them treating gold as a pet rock or a relic of a bygone era. That era is now officially over. The high priests of the financial system (JP MOrgan Deutsche Bank UBS BofA etc) have not just seen the light; they are now actively leading the congregation in a hymn to gold. They are all calling for at least $6000 gold in [----]. Did you believe you would ever see the day"  
[X Link](https://x.com/GaryBohm5/status/2019087087413448812)  2026-02-04T16:34Z 12.8K followers, [----] engagements


"While the coming retail wave into gold represents the most explosive potential source of demand the foundation of this bull market is being laid by the worlds central banks. For the past several years central banks led by China Russia India and Turkey have been buying gold at a historic pace and just topped [----] tons for the first time in history. This relentless central bank buying acts as a massive price-insensitive bid in the market. They are not trying to scalp a few points; they are accumulating strategic reserves for the long term and are doing so in ever larger numbers. They are the"  
[X Link](https://x.com/GaryBohm5/status/2019087981651386463)  2026-02-04T16:37Z 12.7K followers, [----] engagements


"THE $6000 GOLD CLUB: JP Morgan Deutsche UBS BofA Jefferies et al Are ALL-IN Falling Dollar Uptrend Reclaimed Central Banks Increasing & the Retail Stampede is Coming https://open.substack.com/pub/metalsandminers/p/the-6000-gold-club-jp-morgan-deutscher=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/metalsandminers/p/the-6000-gold-club-jp-morgan-deutscher=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GaryBohm5/status/2019099530319290403)  2026-02-04T17:23Z 12.7K followers, [----] engagements


"China joined the WTO on 11/11/01 and that led to a 35% employment reduction in manufacturing. An entire generation of workers were displaced their skills rendered obsolete by a cheaper more efficient alternative. Remember they had mortgages school loans car loans credit cards and more. Real damage was done. This is the playbook for the A.I. revolution. A.I. is poised to have a similar if not larger impact across a vast swath of the white-collar economy. And it will likely happen in a fraction of the time. The speed and scale that is coming for this displacement will leave no time for a"  
[X Link](https://x.com/GaryBohm5/status/2019374249765404820)  2026-02-05T11:35Z 12.7K followers, [----] engagements


"108435 job cut announcements in January. The psychological impact of rising unemployment cannot be overstated. For the past decade workers have had the upper hand able to demand higher wages and better benefits in a tight labor market. That era is over. The fear of losing ones job is a powerful deflationary force. The markets are flashing something. https://twitter.com/i/web/status/2019770516639305813 https://twitter.com/i/web/status/2019770516639305813"  
[X Link](https://x.com/GaryBohm5/status/2019770516639305813)  2026-02-06T13:49Z 12.8K followers, [----] engagements


"The market vibe is that a deflationary impulse is upon us that liquidity is becoming an issue. How far will Jay Powell and company allow this to go How much pain will they tolerate before they pivot We know President Trump will place the entire blame squarely on Jay if this escalates. He will call him every name in the book even worse than he has already and ratchet up the pressure to incredible levels painting Jay Powell as Americas villain. Can Jay withstand the attacks and watch the system imploding and simply walk out the door doing nothing What would that do for his historical reputation"  
[X Link](https://x.com/GaryBohm5/status/2019777507176726791)  2026-02-06T14:17Z 12.8K followers, [----] engagements


"The career risk for a money manager is not in being wrong; it is in being wrong alone. For the past decade the safe trade has been to huddle together in the same handful of tech stocks to ride the wave of passive inflows to ignore the fundamentals and focus on the momentum. That game is now over. The 150%+ move in the miners last year was a shot across the bow a warning to the consensus that the world has changed. The money managers who ignored that warning who clung to their belief that gold is a pet rock and a relic of a bygone era are now facing a reckoning. The pet rock narrative is dead."  
[X Link](https://x.com/GaryBohm5/status/2019877010152034384)  2026-02-06T20:53Z 12.7K followers, 31.7K engagements


"Despite all the debt deficits and geopolitical circumstances that are putting pressure on the U.S. bond market the need for increased spending is only increasing driven by the A.I. race the need to modernize the military and the electrical grid and the escalating geopolitical conflicts around the world. The circumstances of the largest Treasury buyers over the last [--] years (China Japan Europe Russia etc) point to a precarious future pool of large willing buyers of Treasuries capable of soaking up the escalating supply. The only way out is to print. And print they will"  
[X Link](https://x.com/GaryBohm5/status/2020162071418073285)  2026-02-07T15:45Z 12.6K followers, [----] engagements


"Adrian Day founder of Adrian Day Asset Management rejoins the Metals and Miners pod and shares why he is unquestionably more bullish on the miners than on the actual metals right now why he thinks we are so far from a top both in terms of price and in terms of market dynamics that we need to be paying attention to Tether as in the second and third quarters they bought more gold than any central bank that he is very bullish on silver and a year from now two years three years he thinks silver will be much higher that from all analyses we simply don't have enough copper and that means the price"  
[X Link](https://x.com/GaryBohm5/status/2020483806503813456)  2026-02-08T13:04Z 12.7K followers, [----] engagements


"(H/T TAVI COSTA FOR CHART) The backdrop of sovereign debt crises multi-trillion-dollar deficits and the inevitable need for the Federal Reserve to print money on a scale never before seen is soon to converge with a structural supply issue looming in gold. And the collision is inevitable. A structural supply crisis is converging with a monetary and geopolitical demand crisis. The recent price volatility is merely a tremor before the earthquake. The real barometer of this market is not the day-to-day price action; it is this chart showing the collapse in new large discoveries. It is a clear and"  
[X Link](https://x.com/GaryBohm5/status/2020510322201591891)  2026-02-08T14:49Z 12.8K followers, [----] engagements


"The Bloomberg report is a watershed moment. The instruction for Chinese banks to actively pare their positions in U.S. government bonds is the clearest signal yet that de-dollarization has moved from a long-term strategy to an immediate active mandate. This is no longer about gradual diversification; it is about actively reducing exposure to an asset that is increasingly viewed as risky and politically weaponized. But who will soak up both this debt and the escalating new supply"  
[X Link](https://x.com/GaryBohm5/status/2020843570924495068)  2026-02-09T12:53Z 12.7K followers, 23K engagements


"CHINA INSTRUCTS BANKS TO SELL U.S. TREASURY'S: Converging with Japan's Rising Bond Crisis Tea Pot is Close to Boiling the Fed will be Forced to Print & Gold Becoming Only Tier-1 Safe Haven Left https://open.substack.com/pub/metalsandminers/p/china-instructs-banks-to-sell-usr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/metalsandminers/p/china-instructs-banks-to-sell-usr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GaryBohm5/status/2020852789400703281)  2026-02-09T13:30Z 12.7K followers, [----] engagements


"BofA's Chief Investment Strategist Michael Hartnett has declared that the first half of the 2020s delivered what he terms bond-market humiliation with long-duration government debt suffering unprecedented damage. The numbers are staggering. The iShares 20+ Year Treasury Bond ETF a proxy for long bonds lost a massive 31% in [----] alone; one of its worst years on record. The maximum drawdown from its [----] peak through late [----] was a catastrophic -47.8%. As capital increasingly looks for a safe haven it will almost surely be "anything but bonds.""  
[X Link](https://x.com/GaryBohm5/status/2020883295257460919)  2026-02-09T15:31Z 12.7K followers, [----] engagements


"Golds share of global central bank reserves has climbed from a low of 10% in [----] to 25% today. This is still far below the 70% it represented in [----] but the trajectory is clear. Central banks are front-running the monetary reset. They are positioning themselves for a world where gold once again plays a central role in anchoring the system. https://twitter.com/i/web/status/2021204975930540112 https://twitter.com/i/web/status/2021204975930540112"  
[X Link](https://x.com/GaryBohm5/status/2021204975930540112)  2026-02-10T12:49Z 12.7K followers, [----] engagements


"THE REVERSE NIXON SHOCK: Gold Coverage of Foreign Held U.S. Treasuries at 14% vs. 70-100% Pre-Nixon Price Must Rise to $25K-$35K to Restore Confidence Central Banks Front-Running Monetary Reset https://open.substack.com/pub/metalsandminers/p/the-reverse-nixon-shock-gold-coverager=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/metalsandminers/p/the-reverse-nixon-shock-gold-coverager=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GaryBohm5/status/2021216181667909956)  2026-02-10T13:34Z 12.7K followers, [----] engagements


"MARCO RUBIO WARNS DOLLAR'S DAYS ARE OVER: Secretary of State Says "Secondary Economy Totally Independent of U.S." Forming Sanctions Losing Power & Gold Rising as Only Neutral Reserve Asset https://open.substack.com/pub/metalsandminers/p/marco-rubio-warns-dollars-days-arer=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/metalsandminers/p/marco-rubio-warns-dollars-days-arer=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GaryBohm5/status/2021572522110574677)  2026-02-11T13:10Z 12.7K followers, [----] engagements


"Alasdair Macleod founder of Macleod Finance rejoins the Metals and Miners pod and dives deep into why the fiat U.S. currency is going down that China is no longer holding back and they are now moving into protectionist mode to protect their own currency that roughly $22 trillion of equities in the stock market are held by foreigners and that is a problem how the US Treasury is in a debt trap and that debt trap is being sprung why we will see yields out along the long end of the yield curve rising significantly above that 5% level and then to over 10% and then over 20% how physical silver"  
[X Link](https://x.com/GaryBohm5/status/2021933846665515501)  2026-02-12T13:06Z 12.8K followers, [----] engagements


"Elon Musk is warning that A.I. and robotics will hit the global economy like a SUPERSONIC TSUNAMI and there will be major implications Elon believes that prices will collapse output of goods and services will explode faster than the money supply and governments will frantically print money but wont be able to keep up. He says productivity could hit high double-digit growth every year and GDP metrics will become even more absurd than they already are. And that universal high income wont come from taxes and redistribution; it will come from "radical abundance" where stuff and services approach"  
[X Link](https://x.com/GaryBohm5/status/2021973518196310192)  2026-02-12T15:43Z 12.8K followers, [----] engagements


"The 10-SIGMA crash in silver yesterday is a statistical impossibility. It was engineered chaos that erased $7 trillion in a few hours and yet unleashed a feeding frenzy for the physical metal. Make it make sense. The violent birth-pangs of a new monetary order that is trying to bloom are upon us We should not be afraid. We should not be deceived. We should not lose our conviction. We should not waste this bull market. Just like the height of the panic in the [----] pandemic this 10-sigma engineered crash is not the end. Will you be around for the next chapter to be written"  
[X Link](https://x.com/GaryBohm5/status/2017636021286928454)  2026-01-31T16:28Z 12.8K followers, 49.6K engagements


"This Chicago bank collapsed yesterday and was taken over by the Feds. For months as gold and silver prices have soared it has been rumored that several major Western bullion banks were caught massively offsides holding colossal short positions that were bleeding them dry. The parabolic move to $5600 gold and $122 silver was an existential threat. They were facing insolvency. According to a theory about yesterday's epic beatdown the 10-sigma crash was an engineered event orchestrated by a consortium of central banks and bullion banks to allow these failing institutions to cover their short"  
[X Link](https://x.com/GaryBohm5/status/2017637474084729298)  2026-01-31T16:33Z 12.8K followers, 130.4K engagements


"SILVER & THE 10-SIGMA CRASH: A Statistical Impossibility Engineered Chaos [--] Theories to Why $7T Erased The Physical Frenzy & the Violent Birth Attempt of a New Monetary Order https://open.substack.com/pub/metalsandminers/p/silver-and-the-10-sigma-crash-a-statisticalr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/metalsandminers/p/silver-and-the-10-sigma-crash-a-statisticalr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GaryBohm5/status/2017706866235617406)  2026-01-31T21:09Z 12.8K followers, 52K engagements


"Mike Alkin CIO at Sachem Cove Partners joins the Metals and Miners pod and dives deep into the differences between the spot and contract market shares how the supply- demand imbalances is pretty much economics [---] at this point that the uranium fuel buyers are playing a dangerous game with contracting right now why prices need to go up and permitting times need to be relaxed and all of that comes at a cost that if we look through [----] - they need to buy over a couple of billion pounds - which is the equivalent of [--] years of deficits how economic uranium is not ubiquitous that as he looks out"  
[X Link](https://x.com/GaryBohm5/status/2017947397725274398)  2026-02-01T13:05Z 12.8K followers, 29.1K engagements


"When President Nixon closed the gold window on 8/15/1971 he fundamentally altered the nature of money. The dollar was no longer anchored to anything of tangible value. It became a pure fiat currency its value determined by government decree and the whims of central bankers. The result has been a slow steady and now accelerating erosion of its purchasing power. The 98%+ decline against gold is not a statistical quirk; it is the inevitable consequence of a system designed for inflation. The trend is clear and it is unbroken. The ice cube continues to melt until a new monetary system imposes a"  
[X Link](https://x.com/GaryBohm5/status/2020162749901177091)  2026-02-07T15:48Z 12.8K followers, [----] engagements


"Higher prices are usually the answer for higher prices. The supply response to the current bull market in gold will be shockingly muted not for a lack of trying but for a lack of viable projects. The chronic underinvestment in exploration over the last decade plus has created a structural deficit that cannot be fixed by a higher price alone any time soon. Many analysts still clinging to outdated models believe that as the price of gold rises vast amounts of supply will come off the sidelines to meet demand. They argue that since most of the gold ever mined is still in existence higher prices"  
[X Link](https://x.com/GaryBohm5/status/2020511185473278088)  2026-02-08T14:53Z 12.8K followers, [----] engagements


"ELON MUSK'S "SUPERSONIC TSUNAMI": A.I. + Robotics Will Create Radical Abundance & Deflation BUT You Can't Print Silver Copper etc Which Creates the Great Disconnect & Why Commodities Will Explode https://open.substack.com/pub/metalsandminers/p/elon-musks-supersonic-tsunami-air=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/metalsandminers/p/elon-musks-supersonic-tsunami-air=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GaryBohm5/status/2021992373652533260)  2026-02-12T16:58Z 12.8K followers, [----] engagements


"Dr. Nomi Prins founder of Prinsights Global rejoins the Metals and Miners pod and draws from her experience and shares when you're in a structural situation then patience will ultimately be profitable that the government effectively cannot function without increasing their own printing of debt why the figures for a Fed that wants to ease are much more compelling than for a Fed that doesn't want to ease why commodities the governments are recognizing and they require more than oil such as rare earths copper and silver why she sees the US getting their gold coverage vs. foreign held debt to a"  
[X Link](https://x.com/GaryBohm5/status/2022288229408395416)  2026-02-13T12:34Z 12.8K followers, [----] engagements


"THE COPPER SUPPLY CLIFF: We Must Mine More Copper in the Next [--] Years than in ALL of Human History & THIS U.S. BASED COPPER MINER IS PRIMED FOR TAKE-OFF https://open.substack.com/pub/metalsandminers/p/the-copper-supply-cliff-we-must-miner=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/metalsandminers/p/the-copper-supply-cliff-we-must-miner=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GaryBohm5/status/2022356620643295271)  2026-02-13T17:06Z 12.8K followers, [----] engagements


"The disconnect between the price of gold and the valuation of the companies that mine it has been a source of frustration for years for many investors. But that is about to change. The Q4 [----] earnings season is likely to prove to be a major inflection point where the raw earnings power of the miners can no longer be ignored. Look no further than the recent report from gold mining giant Agnico Eagle Mines ($AEM). It was a blowout across the board and beat on every single metric that matters. They are gushing so much cash they cant return it to shareholders fast enough. This is the new reality"  
[X Link](https://x.com/GaryBohm5/status/2022432520097161459)  2026-02-13T22:07Z 12.8K followers, 12.9K engagements


"Brazil is a commodity superpower a major exporter of oil iron ore metals and agricultural products. By issuing debt in yuan Brazil is creating a mechanism to bypass the dollar entirely in its trade with China its largest trading partner. Brazil will earn yuan from its commodity exports to China and then use those yuan to service its yuan-denominated debt. This creates a closed loop a self-sustaining ecosystem for the yuan that completely excludes the dollar. This is the de-dollarization of key commodity markets in real time. Oil food and minerals are now being de facto priced and sold in yuan"  
[X Link](https://x.com/GaryBohm5/status/2018711293998301441)  2026-02-03T15:40Z 12.8K followers, 121.1K engagements


"In the 1930's in the middle of the Great Depression everything was crashing; the stock market banks employment real estate and the value of the dollar. But there was one sector that thrived during this deflationary sinkhole: gold mining. And the poster child for this phenomenon was Homestake Mining a South Dakota-based gold producer that became one of the best-performing stocks of the decade. In November [----] at the very heart of the Great Depression Homestake Mining paid a $56 per share dividend. Yes.$56 Think of those who had the foresight to purchase thousands of shares for pennies on the"  
[X Link](https://x.com/GaryBohm5/status/2021972664315707842)  2026-02-12T15:40Z 12.8K followers, 32.1K engagements


"Don Durrett founder of rejoins the Metals and Miners pod and dives deep into the current precious metals bull cycle and shares why you don't want to waste it he explains how the status quo is breaking down and yet only about 10% of the people are actually watching he further explains why in his view once the stock market stops going higher that's going to be the end game and when the stock market begins to lose like in [----] the big winners will be the miners about why he believes silver is going to outperform gold by 2X or more why this part of the bull cycle still has 12-24 months why the"  
[X Link](https://x.com/GaryBohm5/status/2023013159112495125)  2026-02-15T12:34Z 12.8K followers, 17.4K engagements


"GOLDS 250th ANNIVERSARY FIREWORKS: The Technical and Repeating Pattern & Macro Setup Points to this BIG Price Target Around July 4th [----] https://open.substack.com/pub/metalsandminers/p/golds-250th-anniversary-fireworksr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/metalsandminers/p/golds-250th-anniversary-fireworksr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GaryBohm5/status/2023169630802469058)  2026-02-15T22:56Z 12.8K followers, [----] engagements


"As the Bank of Japan is forced to retreat from decades of Yield Curve Control a new and far more dangerous phase begins. To defend the yen and prevent a complete collapse of their own bond market Japanese financial institutions will be forced to repatriate capital. They need to sell their foreign assets and bring the money home to buy JGBs creating a domestic bid to replace the waning influence of the BoJ. And what is the largest and most liquid foreign asset held by Japanese institutions The United States Treasury bond. Japan is the largest foreign holder of U.S. government debt with over"  
[X Link](https://x.com/GaryBohm5/status/2010080345123627153)  2026-01-10T20:04Z 12.8K followers, 2.3M engagements


"The investors who bought silver at the [----] and [----] peaks are mostly long gone. They were either washed out by the brutal multi-year bear markets that followed or have simply aged out of the market. This means there is very little overhead supply from old holders looking to sell at their break-even point. In fact the resistance silver faced on its way up through the low $30s was likely stronger as it represented more recent and crowded trading levels. The path above $50 is psychologically speaking clear"  
[X Link](https://x.com/anyuser/status/1976609965814014376)  2025-10-10T11:25Z 12.8K followers, [----] engagements


"The structural forces that have driven gold higher; central bank buying currency debasement geopolitical tensions etc; remain intact and will reassert themselves once the technical correction runs its course. Volatility requires a hard stomach to handle it sometimes but I keep bringing myself back to the macro backdrop and asking myself if anything has changed. That answer is no"  
[X Link](https://x.com/anyuser/status/1979238547241734459)  2025-10-17T17:30Z 12.8K followers, [----] engagements


"Central banks are not just diversifying their portfolios; they are hedging against the very system they have created sworn to protect and see crumbling. They are systematically divesting from the paper assets they themselves issue and accumulating the one asset that lies outside their control. This is the ultimate insider trade it is happening in plain sight and not enough people care"  
[X Link](https://x.com/anyuser/status/1985456782844584304)  2025-11-03T21:19Z 12.8K followers, [----] engagements


"Silver at $51 this morning. It has been near or exceeding the previous all time high of $50 now for [--] weeks. The [--] previous times it touched these all time highs it only stayed at this price point level for a few hours to a few days before plunging hard. What is silver's resilience around $50 this time saying"  
[X Link](https://x.com/anyuser/status/1988248889405644862)  2025-11-11T14:14Z 12.8K followers, 11.7K engagements


"By [----] the solar industry alone will require over [---] million ounces of silver. When you juxtapose this against the stagnant 800M - 1B ounce total annual supply the picture becomes terrifyingly clear. Solar power alone is on track to consume over 40% of the entire worlds annual silver supply. And that is just one source of demand. This does not include the silver needed for the A.I. data centers the [---] million new EVs the billions of new robots the 5G rollout or the trillions in investment demand as the world wakes up to the currency debasement crisis. It is a mathematical certainty: there"  
[X Link](https://x.com/GaryBohm5/status/1998148018449555722)  2025-12-08T21:49Z 12.8K followers, 77.4K engagements


"The year-to-date performance data from Bloomberg paints one of the starkest pictures of a market rotation in modern history. It is a tale of two completely different markets moving in opposite directions at an accelerating pace. This is the markets way of correcting a historic misallocation of capital. The world is finally remembering that wealth is not created by printing money or coding an app; it is created by pulling real things out of the ground and turning them into things people actually need. https://twitter.com/i/web/status/2020583318773793056"  
[X Link](https://x.com/GaryBohm5/status/2020583318773793056)  2026-02-08T19:39Z 12.8K followers, 18.3K engagements


"To restore a 70% coverage ratio of gold held vs. foreign-owned U.S. Treasuries (a reasonable pre-Nixon standard) the market value of U.S. gold must equal 70% of the $9.4 trillion in foreign-held Treasuries. That is $6.58 trillion. Dividing by [-----] million ounces gives us a required gold price of $25044 per ounce. This represents a +396% increase from todays price. This is the direction the world is pushing"  
[X Link](https://x.com/GaryBohm5/status/2021205348367954112)  2026-02-10T12:51Z 12.8K followers, 32.8K engagements


"DEBT DEFLATION TSUNAMI: $3.6 TRILLION Wiped Out in [--] Minutes as Market Shifts From Debasement to Deflation A.I. Unemployment Fears Rise the Fed is Trapped & Their Inevitable Response https://open.substack.com/pub/metalsandminers/p/debt-deflation-tsunami-36-trillionr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/metalsandminers/p/debt-deflation-tsunami-36-trillionr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GaryBohm5/status/2022148360548028778)  2026-02-13T03:18Z 12.8K followers, [----] engagements


"While copper demand is exploding the supply side is facing a generational crisis. Decades of under-investment in new copper discoveries and mines have left the industry extremely vulnerable. Major new copper mines take 15-20+ years from discovery to production; if they even make it to the production stage. Permitting delays political risks and community opposition add years and billions to timelines. Existing copper operations face many problems and disruptions or even flat out production halts routinely occur. By many expert analysis in order to keep up with the quickly growing demand the"  
[X Link](https://x.com/GaryBohm5/status/2022357319934210158)  2026-02-13T17:08Z 12.8K followers, [----] engagements


"TIME TO BUY THE OIL SERVICES BOOM: Smart Money Moving Into Energy OIH up 29% YTD $1.14T Wall of Cash Coming & Smart Money Buying THIS Undervalued Logistics King Trading at a 1.28x P/CF https://open.substack.com/pub/metalsandminers/p/time-to-buy-the-oil-services-boomr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/metalsandminers/p/time-to-buy-the-oil-services-boomr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GaryBohm5/status/2022709769199329612)  2026-02-14T16:29Z 12.8K followers, 14K engagements


"China is not competing with the U.S. tech stack; it is systematically replacing it. This is critical distinction. Huawei is doubling production of its Ascend A.I. chip and a cohort of new chip firms are going public. With $70 billion in state incentives China is mandating that its state-owned telecoms rip out Intel and AMD chips by [----]. Under current U.S. export restrictions Nvidias China market share is projected to collapse from 54% to 8% while Huaweis could surge to 50%. China is rapidly changing the landscape. https://twitter.com/i/web/status/2023433023597719744"  
[X Link](https://x.com/GaryBohm5/status/2023433023597719744)  2026-02-16T16:23Z 12.8K followers, [----] engagements


"Brace yourself for a seismic shift in global markets Michael Howell founder of CrossBorder Capital joins us on the Metals and Miners podcast to unravel the impending liquidity squeeze crisis set to rock the 2nd half of [----]. With his Global Liquidity Index @crossbordercap exposes the debt maturity wall looming in 2026-2028 fueled by short-term debt issuance and stealth QE monetization. Expect gold to surge to $4500-$5000 as inflation rises once again while silver and commodities also move higher. Howells analysis of central bank policies and asset valuations offers critical insights for"  
[X Link](https://x.com/anyuser/status/1933491600388219037)  2025-06-13T11:48Z 12.8K followers, 14.3K engagements


"Patrick Karim co-founder of Northstar Badcharts joins the Metals and Miners pod and dives into his thesis about how rising unemployment signals a mining bull market. Very interesting @badcharts1 runs through the charts including gold silver miners unemployment oil and others and shares about their new YouTube show called MinerCast. Watch here --- #PreciousMetals #Mining #Gold #Silver #TechnicalAnalysis https://youtu.be/LQOiWXMwwcc https://youtu.be/LQOiWXMwwcc"  
[X Link](https://x.com/anyuser/status/1961041089772564715)  2025-08-28T12:20Z 12.8K followers, 13.9K engagements


"PREMIUM The Mining Sectors Perfect Storm: Why the Next Bull Run Could Be "Something to Behold" https://open.substack.com/pub/metalsandminers/p/premium-the-mining-sectors-perfectr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/metalsandminers/p/premium-the-mining-sectors-perfectr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GaryBohm5/status/1965512511358374102)  2025-09-09T20:27Z 12.8K followers, [----] engagements


"The CEO of IKEA was just elected Prime Minister of Sweden. He should have his cabinet together by the end of the weekend"  
[X Link](https://x.com/anyuser/status/1966315399710159344)  2025-09-12T01:38Z 12.8K followers, [----] engagements


"Very real possibility: As gold breaks above $3700 and silver approaches $50 momentum investors and institutions will be forced to chase performance. The fear of missing out on a historic precious metals bull market will drive additional buying that becomes self-reinforcing. Technical breakouts often trigger algorithmic buying that amplifies price movements"  
[X Link](https://x.com/anyuser/status/1967196758305296847)  2025-09-14T12:00Z 12.8K followers, 30.4K engagements


"When roughly half the world's population actively works to reduce dollar dependence the implications for precious metals demand are exponential not linear. Most investors let alone average everyday citizens haven't begun to price in this structural shift"  
[X Link](https://x.com/anyuser/status/1968273815940805002)  2025-09-17T11:20Z 12.8K followers, [----] engagements


"By next year $40-42 silver and $3700 gold will be remembered as the prices that seemed "high" until they became impossibly "low." The question isn't whether this will happen; the in-tact structural forces make it inevitable. The question is whether you'll be positioned before the crowd wakes up"  
[X Link](https://x.com/anyuser/status/1968280186249441765)  2025-09-17T11:45Z 12.8K followers, 32.3K engagements


"The Fed cannot raise rates too far without triggering a financial crisis and they cannot lower rates too far without fueling more inflation. Their only option is to print money and hope for the best. This is not a sustainable strategy and the bond market knows it. Its inevitable. Its coming"  
[X Link](https://x.com/anyuser/status/1968761169264656786)  2025-09-18T19:36Z 12.8K followers, [----] engagements


"The sheer scale of the current global stock market bubble is difficult to comprehend. At $143.8 trillion it is more than [---] times the size of the entire global economy. The $83 trillion in value created since the [----] lows is more than the combined GDP of the United States China Japan and Germany. Since the lows of April [----] a mind-boggling $33.8 trillion has been added to global equity values a 31% surge in just five months. The rotation of even a tiny fraction of this capital into the microscopic gold and silver mining space will create a wealth-generating event of such epic proportions"  
[X Link](https://x.com/anyuser/status/1969020998511952236)  2025-09-19T12:49Z 12.8K followers, 13.6K engagements


"The sheer number of very wealthy people globally that will be wiling to buy gold between $5000-$15000 to protect their wealth and portfolios will be mind boggling"  
[X Link](https://x.com/anyuser/status/1969099565287530824)  2025-09-19T18:01Z 12.8K followers, 52.3K engagements


"In a move that will be remembered as the beginning of the end for the traditional 60/40 portfolio Morgan Stanley's Chief Investment Officer Mike Wilson has just sent a seismic shockwave through the financial world. He has officially recommended a revolutionary 60/20/20 portfolio strategy with a staggering 20% allocation to gold. This is not some fringe analyst or a lone wolf gold bug; this is the CIO of one of the largest and most influential investment banks on the planet telling the world that the old rules no longer apply. Here come the boomers"  
[X Link](https://x.com/anyuser/status/1969113256628535382)  2025-09-19T18:55Z 12.8K followers, 58K engagements


"PREMIUM The Shot Heard 'Round the Financial World: Morgan Stanley's CIO Calls for a 20% Gold Allocation Triggering the Next Rotation Into Gold https://open.substack.com/pub/metalsandminers/p/premium-the-shot-heard-round-ther=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/metalsandminers/p/premium-the-shot-heard-round-ther=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/1969390415938736506)  2025-09-20T13:17Z 12.8K followers, 17.5K engagements


"Gold miners are enjoying some of their best profit margins ever at current gold prices around $3700. With all-in sustaining costs around $1500 per ounce miners are generating production margins of more than $2000 per ounce; a 130+% profit margin that would make tech companies envious. Yet remarkably many of these companies still trade as if gold were priced around $2000. This massive valuation disconnect suggests.higher still"  
[X Link](https://x.com/anyuser/status/1969391521352073497)  2025-09-20T13:21Z 12.8K followers, 59.7K engagements


"Buying silver today is akin to being given a time machine to purchase gold in early [----] before it decisively broke the $2000 barrier and never looked back. The setup is similar: a long period of consolidation widespread investor apathy and a powerful fundamental story that the market is ignoring. Only silver's breakout is longer in the making. Much much longer. The higher the base the higher in space"  
[X Link](https://x.com/anyuser/status/1969392593667559641)  2025-09-20T13:25Z 12.8K followers, 27.3K engagements


"all the banks raising their precious metals price predictions. signal that they are allocated and want retail to move in DB: Gold to Average $4000 Silver $45 in [----] https://t.co/znHlu098tA DB: Gold to Average $4000 Silver $45 in [----] https://t.co/znHlu098tA"  
[X Link](https://x.com/anyuser/status/1969403494055756030)  2025-09-20T14:09Z 12.8K followers, 12.3K engagements


"Jeffries Bank just raised their expected gold price to $6700. Other banks raising into the mid $4-5000's. Morgan Stanley changing portfolio allocation to now include 20% gold. Are the banks now positioned in precious metals (to profit from the rotation) and calling retail in"  
[X Link](https://x.com/anyuser/status/1969719411062763835)  2025-09-21T11:04Z 12.8K followers, 79.5K engagements


"Tom Luongo founder of Gold Goats 'n Guns joins the Metals and Miners pod to discuss the different world we are now living in how the markets are not prepared for this new world that the Fed is going to have to eat all of those trillions of paper (debt) coming due why yield curve control and currency debasement are coming and more. @TFL1728 Watch #Gold #Silver #FederalReserve #Geopolitics #Investing https://youtu.be/L2ua2E5b6aA https://youtu.be/L2ua2E5b6aA"  
[X Link](https://x.com/anyuser/status/1969726534354108880)  2025-09-21T11:32Z 12.8K followers, 13.2K engagements


"There's no doubt in my mind that we'll have a mania in gold (and silver). And because the gold and especially silver markets are so tiny the rush into them will be like trying to push the contents of Hoover Dam through a garden hose. - Doug Casey"  
[X Link](https://x.com/anyuser/status/1969727177160536529)  2025-09-21T11:35Z 12.8K followers, [----] engagements


"Owning silver is a must. It is the most compelling investment of the decade. And if you look out onto the horizon you can see the herd coming"  
[X Link](https://x.com/anyuser/status/1970096767036428440)  2025-09-22T12:04Z 12.8K followers, 12.3K engagements


"Banks now suggesting gold price targets of $4000+. Jefferies bank at $6600. Morgan Stanley shattering the 60/40 portfolio and recommending 20% gold. When institutions that have built their reputations on conservative measured advice suddenly advocate for gold allocations that would have been considered radical just months ago it signals a recognition that the old rules no longer apply and something colossal is headed our way"  
[X Link](https://x.com/anyuser/status/1970126335994458514)  2025-09-22T14:01Z 12.8K followers, 70.6K engagements


"Goldman Sachs warning is stark: "A scenario where Fed independence is damaged would likely lead to higher inflation lower stock and long-dated bond prices and an erosion of the dollar's reserve currency status." In such an environment gold becomes not just an alternative but the only viable store of value that doesn't rely on institutional trust. That's why we are beginning to see the 60/40 portfolio allocation changes coming"  
[X Link](https://x.com/anyuser/status/1970142548980039684)  2025-09-22T15:06Z 12.8K followers, 13.5K engagements


"It's no longer "Drill baby drill." It is now "Mine baby mine""  
[X Link](https://x.com/GaryBohm5/status/1970143881795907721)  2025-09-22T15:11Z 12.8K followers, 10.3K engagements


"We're not just dealing with currency debasement; we're confronting a structural shortage of the very materials that power modern civilization"  
[X Link](https://x.com/anyuser/status/1970456381150109837)  2025-09-23T11:53Z 12.8K followers, [----] engagements


"Gold miners are enjoying some of their best profit margins ever at current gold prices around $3800. With all-in sustaining costs around $1500 per ounce miners are generating production margins of over $2000 per ounce; a 130+% profit margin that would make tech companies envious. Yet remarkably many of these companies still trade as if gold were priced around $2000. This massive valuation disconnect suggests a significant re-rating is not just possible despite the run-up seen it's still inevitable"  
[X Link](https://x.com/anyuser/status/1970828316748718426)  2025-09-24T12:31Z 12.8K followers, 63.1K engagements


"Many mining companies are still valued by the market as if gold were trading around $2000-2500 per ounce. This creates a massive disconnect between fundamental value and market price that represents one of the most significant mis-pricings in modern financial markets"  
[X Link](https://x.com/anyuser/status/1970829009698042224)  2025-09-24T12:33Z 12.8K followers, 18.1K engagements


"The upcoming Q3 earnings season for the gold miners will serve as wake-up calls for investors who haven't recognized their profit margin revolution"  
[X Link](https://x.com/GaryBohm5/status/1970829321138020799)  2025-09-24T12:35Z 12.8K followers, [----] engagements


"So Gundlach Dalio Jones Druckenmiller the major banks et al are all going to give their explicit endorsement and recommendation to gold and risk their reputations followers and businesses only a few months after it was still viewed as a relic from the past and not something to have in your portfolios because it is topping 🤔"  
[X Link](https://x.com/anyuser/status/1970958627378020705)  2025-09-24T21:08Z 12.8K followers, 12.7K engagements


"With gold prices having averaged over $3500 for the quarter and energy costs (a major component of mining expenses) remaining muted keeping AISC growth low the gold miners are printing cash like never before. The years of conservative management of deleveraging balance sheets and focusing on operational efficiency are about to pay off in the most spectacular way. The margins these companies will report will be eye-watering. The free cash flow will be staggering"  
[X Link](https://x.com/GaryBohm5/status/1971264044830163178)  2025-09-25T17:22Z 12.8K followers, [----] engagements


"The precious metals mining sector is one that is not just under-owned; it is almost completely ignored. But that is about to change"  
[X Link](https://x.com/anyuser/status/1971264214171000862)  2025-09-25T17:23Z 12.8K followers, 16.3K engagements


"The mining industry after being starved of capital for [--] years is about to become a national strategic priority. It has to flourish. It has to boom. Its existential"  
[X Link](https://x.com/GaryBohm5/status/1971532563748733042)  2025-09-26T11:09Z 12.8K followers, [----] engagements


"The markets will be allowed to run hot and deficit spending will be 100% embraced because the alternative; losing the new Cold War is an unthinkable outcome. This is why silver gets a double boost. It is both a monetary metal a hedge against the coming currency crisis and a critical industrial metal essential for everything from solar panels data centers robots advanced weaponry and so much more. Silver is the perfect asset for the era we are now entering"  
[X Link](https://x.com/anyuser/status/1971532939478331420)  2025-09-26T11:10Z 12.8K followers, 16.1K engagements


"Copper silver rare-earths and a host of other strategic commodities are no longer just industrial inputs; they are the essential building blocks of national power. The U.S. government by any and all means necessary will ensure that the supply of these underlying commodities is not a bottleneck. It cannot afford to be. They must win the AI race to generative AI. An existential threat requires an existential response. This means that the mining industry after being starved of capital for [--] years is about to become a national strategic priority. It has to flourish. It has to boom. Its"  
[X Link](https://x.com/anyuser/status/1971907097777353026)  2025-09-27T11:57Z 12.8K followers, 18.4K engagements


"The gold miners can keep rallying on balance for years as long as gold doesnt roll over into a secular bear. And golds fundamentals suggest thats highly unlikely. Gold demand remains strong around the world with investors really under-allocated and the central banks providing a demand floor not seen in generations"  
[X Link](https://x.com/GaryBohm5/status/1971977704582140005)  2025-09-27T16:38Z 12.8K followers, 19K engagements


"Despite the high chances of an imminent gold-stock selloff which could be milder than expected miners fantastic fundamentals support bigger gains to come. Their epic record earnings continued to soar on these high prevailing gold prices and lower energy costs while their gold-bull gains remain small compared to previous precedents. So any gold-stock selloff is a good mid-bull buying opportunity. Watch gold prices. Watch energy prices. Watch earnings. Be nimble"  
[X Link](https://x.com/anyuser/status/1971978540804354358)  2025-09-27T16:41Z 12.8K followers, [----] engagements


"The value of gold relative to the US dollar is on a one-way trip higher. None of us own enough gold"  
[X Link](https://x.com/anyuser/status/1972338647644230046)  2025-09-28T16:32Z 12.8K followers, [----] engagements


"Previous gold bull markets sustained elevated margins for the miners for 5-10 years. The 1970s bull market maintained exceptional mining profitability from 1976-1980. The 2000s bull market sustained strong margins from 2005-2011. Current structural factors are stronger than during previous bull markets suggesting margin sustainability could exceed historical precedents"  
[X Link](https://x.com/GaryBohm5/status/1972981668530057448)  2025-09-30T11:07Z 12.8K followers, [----] engagements


"As more and more institutional investors recognize that mining companies are generating profit margins that rival the most successful businesses in any sector and notice their contemporaries are already reaping the benefits capital allocation will shift dramatically toward the mining sector. Their clients will expect it. Once the sector rotation begins in earnest momentum effects could drive mining stocks well beyond their fundamental valuations creating opportunities for exceptional returns during a euphoric phase. It has happened in the past and will happen again"  
[X Link](https://x.com/anyuser/status/1972983654956564944)  2025-09-30T11:15Z 12.8K followers, [----] engagements


"We are witnessing the highest profit margins in gold mining history; by far. And they're about to get even better. This represents one of the most significant investment opportunities in modern financial markets and only some investors seem to be just now waking up to that fact. Companies generating technology-like profit margins while trading at industrial-era valuations cannot persist indefinitely"  
[X Link](https://x.com/anyuser/status/1972985960993333560)  2025-09-30T11:24Z 12.8K followers, 15.3K engagements


"The gold miners have never seen margins like this. They may never see them again. But right now they're here they're real and they're about to get even better"  
[X Link](https://x.com/anyuser/status/1972986341299478985)  2025-09-30T11:26Z 12.8K followers, [----] engagements


"Many mining companies are still valued by the market as if gold were trading significantly under $3000 per ounce. This creates a massive disconnect between fundamental value and market price. When analysts eventually update their models to reflect current gold prices and they will have to at some point the resulting price target increases will drive additional significant stock price appreciation beyond what has already occurred"  
[X Link](https://x.com/anyuser/status/1973348617353130454)  2025-10-01T11:25Z 12.8K followers, [----] engagements


"While the mainstream financial media remains fixated on the daily gyrations of the stock market the worlds central banks are quietly and methodically accumulating physical gold at a historic pace. They are the ultimate insiders the smart money that understands the fragility of the current system. Their actions speak louder than words and their actions are unequivocal: they are slowly dumping sovereign debt and buying gold"  
[X Link](https://x.com/GaryBohm5/status/1973349274772443270)  2025-10-01T11:28Z 12.8K followers, [----] engagements


"The control of physical assets will matter more than control of financial systems in the coming decades"  
[X Link](https://x.com/GaryBohm5/status/1973744641376928025)  2025-10-02T13:39Z 12.8K followers, 13.4K engagements


"Money printing is inevitable"  
[X Link](https://x.com/anyuser/status/1974063732134117486)  2025-10-03T10:47Z 12.8K followers, [----] engagements


"Gold and silver are the first salvo in this generational move. Their recent performance is not a speculative bubble; it is a rational response to the debasement of fiat currencies and the fracturing of the global monetary order. But the rotation will not stop there. It will extend to all critical minerals. The sheer scale of this rotation is difficult to comprehend. The global financial system is orders of magnitude larger than it was in the 1970s the last time we saw a major bull market in commodities. The amount of capital that will be seeking a safe haven in hard assets is almost beyond"  
[X Link](https://x.com/anyuser/status/1974064810661707896)  2025-10-03T10:51Z 12.8K followers, 32.2K engagements


"Once silver exceeds $50 surpassing its all-time high every silver investor ever will be in profit at least nominally. This milestone makes $50 a key psychological barrier likely sparking a surge in investor enthusiasm when silver breaks through"  
[X Link](https://x.com/anyuser/status/1974157046569447887)  2025-10-03T16:58Z 12.8K followers, 15.4K engagements


"There are some physical precious metals shortages being reported in a few places around the world. The shortages we are seeing today are just a preview of the full-blown global supply crisis that is coming"  
[X Link](https://x.com/anyuser/status/1974441204751425975)  2025-10-04T11:47Z 12.8K followers, 12.8K engagements


"With a 5-year supply deficit already in place the addition of a massive new wave of retail investment demand will be like pouring gasoline on a fire. The price of silver could go on a run that will make even the most bullish gold predictions look tame"  
[X Link](https://x.com/GaryBohm5/status/1974441342731514366)  2025-10-04T11:47Z 12.8K followers, [----] engagements


"In the coming gold and silver rush the public driven by a combination of greed and fear begins to pile in overwhelming the available supply and creating a self-reinforcing feedback loop of higher prices and increased demand"  
[X Link](https://x.com/GaryBohm5/status/1974441713960882282)  2025-10-04T11:49Z 12.8K followers, [----] engagements


"Gold's breakout isn't a fluke; it's the canary in the coal mine for a debt supernova that's been building since 2008"  
[X Link](https://x.com/anyuser/status/1974808441731387483)  2025-10-05T12:06Z 12.8K followers, 12.2K engagements


"US debt almost $40 trillion and global debt almost $340 trillion That's code for 'print or perish'. The Fed's last resort will rocket gold (and silver) to unimaginable levels"  
[X Link](https://x.com/anyuser/status/1974808773232312662)  2025-10-05T12:07Z 12.8K followers, [----] engagements


"PREMIUM Pierre Lassonde: Why gold could hit $17250 by [----] in the Most Powerful Bull Market in [--] Years https://open.substack.com/pub/metalsandminers/p/premium-pierre-lassonde-why-goldr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/metalsandminers/p/premium-pierre-lassonde-why-goldr=34rals&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/1974947288763281567)  2025-10-05T21:18Z 12.8K followers, [----] engagements


"As the war drums get louder and money rotates to greater safe havens it will not go into the bonds of nations preparing for war. It will not go into the stocks of companies whose supply chains are about to be shattered. It will go where it has always gone in times of crisis: to the timeless universally recognized store of value that is gold and silver"  
[X Link](https://x.com/GaryBohm5/status/1975167862382690711)  2025-10-06T11:54Z 12.8K followers, 10K engagements


"When the currency is being systematically devalued it creates a disconnect between nominal and real values. Wages may be rising in dollar terms but they are falling in terms of what they can actually buy. The cost of living is not just rising; it is accelerating away from the average persons ability to pay for it. This is not a bug in the system; it is a feature. It is the way that the government transfers wealth from the productive class to the political class"  
[X Link](https://x.com/GaryBohm5/status/1975524488914620564)  2025-10-07T11:31Z 12.8K followers, [----] engagements


"So many keep believing that gold is going to fall hard and yet it has kept rising. Now maybe it will fall right around here at $4000 but folks have been saying this at every round "100" number. Those who wait for confirmation or better entry points will find themselves chasing a gold price that has already moved beyond their reach. The time to act is not when the crisis is obvious to everyone; it is now while the majority still believes in the illusion of dollar stability. The onset of the crisis is here"  
[X Link](https://x.com/GaryBohm5/status/1975525388978684314)  2025-10-07T11:35Z 12.8K followers, [----] engagements


"The choice is yours. But know this: the debasement trade is not waiting for you to make up your mind. It is happening now. And every day that you delay you are falling further behind"  
[X Link](https://x.com/anyuser/status/1975525500018655315)  2025-10-07T11:35Z 12.8K followers, [----] engagements


"Defaulting on the national debt is political suicide so they will choose the printing press. They have no choice. This is when the debasement trade goes from a slow burn to a raging inferno. The velocity of money will increase inflation will likely spiral much higher and the purchasing power of the dollar will collapse in a matter of months not years. Those who wait for confirmation or better entry points will find themselves chasing a gold price that has already moved beyond their reach. The time to act is not when the crisis is obvious to everyone; it is now while the majority still"  
[X Link](https://x.com/GaryBohm5/status/1975908305504489650)  2025-10-08T12:57Z 12.8K followers, [----] engagements


"When silver breaks $50 this time it will not be driven by speculative excess as it was during the Hunt Brothers episode but by fundamental supply-demand imbalances and a global flight to real assets that cannot be printed or manipulated by central planners"  
[X Link](https://x.com/GaryBohm5/status/1976245762276389293)  2025-10-09T11:18Z 12.8K followers, [----] engagements


"History provides compelling precedents for what happens when precious metals break through decades-long resistance levels. In the 1970s silvers ascent from $4 to $50 represented a 1250% gain that occurred in just four years. The result was the mining stocks of that era delivered even more spectacular returns with some companies rising 2000-5000+% as investors recognized the leverage inherent in the sector. Todays setup is arguably more explosive because the starting valuations are lower the supply deficit is more severe and the monetary backdrop is more precarious than anything witnessed in"  
[X Link](https://x.com/anyuser/status/1976246002941071858)  2025-10-09T11:18Z 12.8K followers, 10.4K engagements


"Silver mine production has been declining for three consecutive years and recycling cannot fill the gap. The Silver Institute estimates a structural deficit of [---] million ounces annually; the largest in history for [--] years running now. This physical shortage is occurring just as investment demand is awakening. Unlike gold which is primarily a monetary metal silver faces the double whammy of industrial consumption and investment demand competing for a shrinking supply. This is the setup for a supply shock that could make the coming price explosion even more violent than historical precedent"  
[X Link](https://x.com/anyuser/status/1976610270236512691)  2025-10-10T11:26Z 12.8K followers, 10.5K engagements


"Central banks from China to Russia to India and more are accumulating gold at a pace not seen since the 1960s and 70s while simultaneously reducing their dollar reserves. This is not merely portfolio diversification; it is preparation for a multipolar world where gold reasserts its role as the ultimate neutral reserve asset"  
[X Link](https://x.com/anyuser/status/1976967291649622402)  2025-10-11T11:05Z 12.8K followers, [----] engagements


"The rally in gold and silver is not a celebration of prosperity but a subtle referendum on trust. When real assets rise against paper ones it is rarely a sign of exuberance. It is an expression of doubt. What markets are really repricing is not gold itself but belief belief in the competence of governments the independence of central banks and the idea that the promises embedded in our financial system can stretch indefinitely without consequence"  
[X Link](https://x.com/anyuser/status/1977322344436650297)  2025-10-12T10:35Z 12.8K followers, [----] engagements


"The National Bank of Poland has raised its target gold share from 20% to 30% of its reserves signaling its long-term commitment to the metal. This institutional front-running provides a powerful floor for the gold price creating a launchpad for the next phase of the bull market. The geopolitical chess game unfolding before our eyes is nothing short of revolutionary. Central banks are not merely diversifying their reserves; they seem to be preparing for a post-dollar dominated world"  
[X Link](https://x.com/anyuser/status/1977694950159524320)  2025-10-13T11:16Z 12.8K followers, [----] engagements


"The weaponization of the SWIFT payment system the freezing of Russian assets and the increasing use of sanctions as a tool of foreign policy have sent shockwaves through the global financial system. Nations are realizing that holding neutral reserves in another countrys currency (i.e. USTs) is tantamount to giving that country a veto over their economic sovereignty. Gold with its 5000-year track record as money offers an escape from this trap"  
[X Link](https://x.com/anyuser/status/1977695203654787447)  2025-10-13T11:17Z 12.8K followers, [----] engagements


"Annual gold production is [----] tons globally while central bank purchases are [----] tons annually leaving a remaining supply for all other buyers of less than [----] tons annually. Central banks are now consuming nearly 30% of all newly mined gold on an annual basis putting an unprecedented floor under prices. As more market participants recognize this trend and seek to buy gold for monetary inflationary debt protection and geopolitical reasons there is simply less gold available because central banks are continuously hoovering up supply"  
[X Link](https://x.com/anyuser/status/1977816252690370660)  2025-10-13T19:18Z 12.8K followers, [----] engagements


"Each ton of gold central banks purchase represents gold that will likely never return to the market creating a one-way flow that tightens supply with mathematical precision"  
[X Link](https://x.com/GaryBohm5/status/1977816444189774088)  2025-10-13T19:19Z 12.8K followers, [----] engagements


"Investors were conditioned to believe that mining was a sunset industry that technology would somehow transcend the need for physical materials. The AI and crypto booms reinforced this delusion creating the illusion that digital assets could replace physical ones. The result was predictable: US mining capacity stagnated while global demand exploded. New mine development virtually ceased. Processing infrastructure was allowed to decay. An entire generation of mining engineers and geologists found other careers"  
[X Link](https://x.com/anyuser/status/1978055763894390950)  2025-10-14T11:10Z 12.8K followers, [----] engagements


"Its existential and there is no choice. The US mining sector is about to experience the largest capital investment cycle in its history. Fifteen years of underinvestment have created massive supply deficits that can only be addressed through unprecedented capital deployment. The investment requirements are staggering. New mines take 10-15+ years to develop and require billions in capital investment. Processing facilities must be built from scratch. An entire industrial ecosystem must be reconstructed. The scale of required investment dwarfs anything seen in previous mining cycles"  
[X Link](https://x.com/anyuser/status/1978056535981928700)  2025-10-14T11:13Z 12.8K followers, 24.5K engagements


"Attend this live webinar with Luke Gromen Dr. Nomi Prins Larry McDonald and Kevin Goldstein to get these questions and more answered. @LukeGromen @nomiprins @Convertbond https://www.eventbrite.com/e/americas-historic-electrical-grid-overhaul-how-to-profit-from-it-registration-1777743240889aff=oddtdtcreator&keep_tld=1 The trillion dollar question: How will we generate enough energy to power all of these AI deals The US Department of Energy says US data centers will use [------------] GWh of power per year by [----]. Thats equivalent to the power used by [--] million homes all on JUST data"  
[X Link](https://x.com/GaryBohm5/status/1978128565594972398)  2025-10-14T15:59Z 12.8K followers, 30.8K engagements


"With annual silver production of [---] million ounces and total demand approaching 1+ billion ounces the deficit must be filled from above-ground stocks. Those stocks are finite and rapidly depleting due to [--] years of dipping into them. Physical silver will likely one day soon become a luxury good. Like rare art or vintage wine physical silver will be available only to the ultra-wealthy and institutional buyers. There is a high probability the middle class will be priced out of the physical market entirely"  
[X Link](https://x.com/anyuser/status/1978544438378135721)  2025-10-15T19:32Z 12.8K followers, 18.3K engagements


"Silver production has been stable at about [---] million ounces annually for more than a decade. Existing silver mines face declining ore grades regulatory and geographical complexity and the lead time for new silver mines is 15+ years meaning supply relief is more than a decade away. Meanwhile demand is exploding across every category. Prices up"  
[X Link](https://x.com/anyuser/status/1978770142206009702)  2025-10-16T10:29Z 12.8K followers, [----] engagements


"When physical silver becomes unavailable to retail investors capital will flood into silver stocks with explosive force. We are seeing snippets of this already in pockets around the globe. The sectors extremely tiny size limited float and operational leverage will likely amplify this capital rotation into the most dramatic price appreciation in precious metals history"  
[X Link](https://x.com/anyuser/status/1978771150760198582)  2025-10-16T10:33Z 12.8K followers, 10.6K engagements


"Global central banks are not buying gold as a speculation or because they dont understand tomorrows global financial architecture; theyre buying gold as preparation for a coming monetary system where gold plays a central role for the first time in many decades"  
[X Link](https://x.com/anyuser/status/1979862218616479755)  2025-10-19T10:48Z 12.8K followers, [----] engagements


"The current precious metals bull market will follow similar patterns to previous secular advances with multiple corrections along the path to much higher prices. The fundamental drivers suggest this bull market has years left to run making current corrections opportunities rather than threats for properly prepared investors"  
[X Link](https://x.com/anyuser/status/1980591344495087932)  2025-10-21T11:05Z 12.8K followers, [----] engagements


"The paper price of the metals can be manipulated but physical reality cannot. This 5-sigma event yesterday did not create a single new ounce of physical gold; it only made the existing supply cheaper for the worlds most powerful buyers. Central banks are still buying"  
[X Link](https://x.com/GaryBohm5/status/1981019895790772539)  2025-10-22T15:28Z 12.8K followers, [----] engagements


"Gold remains the only major asset without counterparty risk in a world where counterparty failures are becoming increasingly common and severe"  
[X Link](https://x.com/GaryBohm5/status/1981093874576818537)  2025-10-22T20:22Z 12.8K followers, [----] engagements


"Gold's total current value is about $25T. Compare this to the $38 trillion in U.S. debt the $340 trillion in global debt and the quadrillions in derivatives exposure and the mathematical reality becomes clear: there is not enough gold at current prices to serve as a meaningful backing for even a fraction of the worlds financial obligations. For gold to fulfill its historical role as the foundation of a stable monetary system its price must rise by orders of magnitude. This is not speculation; it is mathematical necessity"  
[X Link](https://x.com/anyuser/status/1981319802011750530)  2025-10-23T11:20Z 12.8K followers, 28.4K engagements


"In [----] silvers rally was driven primarily by monetary demand and speculation. In [----] it was driven by quantitative easing and financial crisis fears. Todays rally combines both monetary and industrial demand creating a more powerful and sustainable foundation for ultimately higher prices"  
[X Link](https://x.com/GaryBohm5/status/1982417507324432775)  2025-10-26T12:02Z 12.8K followers, 10.5K engagements


"The 1970s precious metals bull market experienced multiple corrections of 10-20+% yet each pullback was followed by an explosive rally to new peaks. Similarly the 2001-2011 bull market saw gold correct by 30% during the [----] financial crisis only to surge another 170% to its ultimate high of $1900. It had many other pullbacks along the way. The mathematical reality is clear: corrections in gold bull markets are not terminal events they are accumulation opportunities that precede the most explosive moves"  
[X Link](https://x.com/anyuser/status/1982775936786305298)  2025-10-27T11:46Z 12.8K followers, 13.6K engagements


"It appears we are at the point in the current selloff in miners that is creating a once-in-a-cycle opportunity to accumulate shares of hyper profitable cash-generating companies at prices that assume gold will never recover"  
[X Link](https://x.com/anyuser/status/1982777195182330294)  2025-10-27T11:51Z 12.8K followers, 23.5K engagements


"There has been a -10+% drop in gold over last [--] trading days. There have been [--] similar instances the last 40+ years. In all [--] of the prior instances since [----] gold rallied over the next two months. The average gain was a staggering +8.9% with a 100% success rate"  
[X Link](https://x.com/GaryBohm5/status/1983214024616505415)  2025-10-28T16:47Z 12.8K followers, 145.3K engagements


"Michael Oliver founder of Momentum Structural Analysis (MSA) rejoins the Metals and Miners pod to discuss the outperformance of gold over the S&P over the last 10+ years how a gold vs. S&P breakout signals huge upside and money rotation out of stocks and into the metals that silver is historically undervalued vs. gold and set for explosive catch-up gains (potentially $150$200/oz) how gold and silver miners are massively undervalued to expect 2x3x relative performance that the recent pullbacks in the complex are healthy; no more multi-month consolidations ahead and more. @Oliver_MSA Watch here"  
[X Link](https://x.com/anyuser/status/1983867793352081464)  2025-10-30T12:05Z 12.8K followers, 45.8K engagements


"You can see from this February [--] [----] N.Y. Times article they portrayed it as the price skyrocketing because of speculative buying. It turned out the price would more than 10X from here in that cycle. However this skepticism created the conditions necessary for the explosive moves that followed and for many to unfortunately miss out on the life changing wealth the explosive move would lead to"  
[X Link](https://x.com/anyuser/status/1983976190374506826)  2025-10-30T19:15Z 12.8K followers, [----] engagements


"The next phase in the gold bull will likely be a parabolic advance that is similar to the 1973-1975 move that almost tripled in price and left the disbelievers behind then and will do so again today. That massive run followed the "narrative of the day" that the run-up to $72 in [----] was due to "speculative buying." Sound familiar"  
[X Link](https://x.com/anyuser/status/1984648506091389094)  2025-11-01T15:47Z 12.8K followers, 49.5K engagements


"Those who are selling gold now will be the ones chasing the price higher in the coming months and years providing the momentum for golds ascension to levels that are currently unimaginable to most. The smart money understands this. The central banks understand this. The strong hands in the East understand this. The global bankers understand this. They are quietly accumulating what the fearful hands in the retail West are selling. The parallel to [----] is clear. A record price a narrative of speculative excess and a violent shakeout. What ultimately followed then was a multi-year 11X rally"  
[X Link](https://x.com/GaryBohm5/status/1984649424346255426)  2025-11-01T15:51Z 12.8K followers, 12.7K engagements

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