# ![@KarelMercx Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::8038182.png) @KarelMercx Karel Mercx

Karel Mercx posts on X about silver, in the, flow, stocks the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::8038182/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::8038182/c:line/m:interactions.svg)

- [--] Week [---------] +47%
- [--] Month [---------] +108%
- [--] Months [---------] +1,032%
- [--] Year [---------] +623%

### Mentions: [--] [#](/creator/twitter::8038182/posts_active)
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- [--] Week [---] -4.80%
- [--] Month [---] -43%
- [--] Months [-----] +182%
- [--] Year [-----] +209%

### Followers: [------] [#](/creator/twitter::8038182/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::8038182/c:line/m:followers.svg)

- [--] Week [------] +9.50%
- [--] Month [------] +40%
- [--] Months [------] +106%
- [--] Year [------] +113%

### CreatorRank: [------] [#](/creator/twitter::8038182/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::8038182/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #2307 [stocks](/list/stocks)  18.49% [cryptocurrencies](/list/cryptocurrencies)  12.61% [countries](/list/countries)  10.92% [travel destinations](/list/travel-destinations)  3.36% [technology brands](/list/technology-brands)  2.52% [exchanges](/list/exchanges)  1.68% [currencies](/list/currencies)  1.68% [automotive brands](/list/automotive-brands)  0.84%

**Social topic influence**
[silver](/topic/silver) #113, [in the](/topic/in-the) 15.13%, [flow](/topic/flow) #2722, [stocks](/topic/stocks) #4644, [cash flow](/topic/cash-flow) #218, [investment](/topic/investment) #5050, [gold](/topic/gold) 7.56%, [strong](/topic/strong) 6.72%, [metal](/topic/metal) 6.72%, [more than](/topic/more-than) 5.88%

**Top accounts mentioned or mentioned by**
[@jorg22375](/creator/undefined) [@grok](/creator/undefined) [@clutch1114](/creator/undefined) [@jamiemcullough](/creator/undefined) [@djphileblunt](/creator/undefined) [@4pfinance](/creator/undefined) [@atlas29shrugged](/creator/undefined) [@live2learn24](/creator/undefined) [@nikolayspp](/creator/undefined) [@jvluijmans](/creator/undefined) [@red4treble](/creator/undefined) [@peterchung13](/creator/undefined) [@belbelnl](/creator/undefined) [@ajaycan](/creator/undefined) [@whartonitewg](/creator/undefined) [@mattsch7](/creator/undefined) [@danielr42970427](/creator/undefined) [@dasvee](/creator/undefined) [@dmxinc](/creator/undefined) [@amcdiamondhands](/creator/undefined)

**Top assets mentioned**
[Validity (VAL)](/topic/$val) [Frontline Ltd. (FRO)](/topic/$fro) [PolkaBridge (PBR)](/topic/$pbr) [Schlumberger NV (SLB)](/topic/$slb) [Weatherford International plc Ordinary Shares (WFRD)](/topic/$wfrd) [VALE S.A. (VALE)](/topic/$vale) [Transocean LTD. (RIG)](/topic/$rig) [Exxon Mobil (XOM)](/topic/$xom) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Bitcoin (BTC)](/topic/bitcoin) [Convex Finance (CVX)](/topic/$cvx) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [CME Group Inc (CME)](/topic/$cme) [Uber Technologies, Inc. (UBER)](/topic/$uber) [MercadoLibre Inc (MELI)](/topic/$meli)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Silver lease rate in London jumps to 6.1% for one month That tells you everything about the recent crash. This was leverage in paper getting flushed not a collapse in physical demand If supply were loose professionals wouldnt be paying top dollar to borrow silver right now The 1-year silver swap minus US interest rates shows silver market imbalances larger than during the [----] financial crisis and the [----] silver mania. New highs may come sooner than expected. A sell-off driven by over-leveraged paper positions is not the same as real oversupply https://t.co/WeyJImW1bU The 1-year silver swap"  
[X Link](https://x.com/KarelMercx/status/2019745670198894976)  2026-02-06T12:11Z 26.9K followers, 378.1K engagements


"All-time high for $CME Chart includes regular dividends and super-dividends yet valuations havent expanded. Free cash flow yield still above 4%. CME updated its capital allocation strategy and can now buy back shares a clear sign management sees room for a higher valuation. Bought CME. The free cash flow yield of the world's largest derivatives exchange CME has risen in recent years. The reason is that CME is an investment that benefits from inflation only investors don't see this and the shares are down from $257 to $173 #KarelsStockPicks $CME https://t.co/uJBfjrTtYu Bought CME. The free"  
[X Link](https://x.com/KarelMercx/status/2019372352270643541)  2026-02-05T11:27Z 26.9K followers, [----] engagements


"The collapse in silver from $121 to $64 did not signal the end of a bull market. It marked the forced exit of reckless cowboys in the futures market. On the COMEX some traders control a full silver http://x.com/i/article/2020135385670529025 http://x.com/i/article/2020135385670529025"  
[X Link](https://x.com/KarelMercx/status/2020166396605252069)  2026-02-07T16:02Z 26.9K followers, 635.2K engagements


"#UBER is getting aggressive with buybacks as shown in the Q4 results. Rightfully so. The stock has never been this cheap. Trailing free cash flow yield: 6.4% Not based on forecasts. Based on the last four quarters. Free cash flow will grow double digits in the coming years. 🚀 $UBER's free cash flow is skyrocketing and its free cash flow yield is a straight line from the bottom left to the top right. It's fascinating how this market splits stocks into two extremes: some are priced so high that I doubt they'll generate any returns over the next https://t.co/OtEEnllqum 🚀 $UBER's free cash flow"  
[X Link](https://x.com/KarelMercx/status/2020504801298071756)  2026-02-08T14:27Z 26.9K followers, 11.5K engagements


"Things are starting to look extreme. The dividend yield for $VALE has reached 10%. The chart shows the free cash flow cash left after all costs expenses and investments. This makes the dividend as sustainable as it gets. If interest in commodities or Brazil returns $VALE could soar. Even if the P/E ratio doubles from [--] to [--] that's a 100% upside plus any earnings growth on top of that. Renewed Confidence in Brazil The Central Bank of Brazil raised its interest rate by a full percentage point today. In the chart this is represented by the white line. This decision comes as inflation (blue line)"  
[X Link](https://x.com/KarelMercx/status/1867993264416010336)  2024-12-14T18:01Z 25.8K followers, 191.5K engagements


"#17 $SAABY (Saab) Swedens defense tech leader known for the Gripen fighter jet and advanced radar systems. With a record order backlog of 190B SEK and 23.4% organic sales growth in [----] Saab is poised to benefit from Europe's rearmament and NATO Expansion. #16 $TPL (Texas Pacific Land) Owns 880000+ acres in the Permian Basin. Collects royalties on oil & gas and sells water for fracking. An energy play without operating risk land-rich cash-heavy and built to benefit from long oil cycles. #16 $TPL (Texas Pacific Land) Owns 880000+ acres in the Permian Basin. Collects royalties on oil & gas and"  
[X Link](https://x.com/KarelMercx/status/1926892765918507351)  2025-05-26T06:46Z 24.6K followers, [----] engagements


"$FRO is up more than 7% today. And honestly it still feels disappointing. YTD the stock is up a bit over 10%. Now think about what has actually changed since year-end. The U.S. has massively stepped up pressure on Venezuela including the forced removal of Maduro. This matters because roughly a quarter of the global tanker fleet is now part of the shadow fleet sailing without insurance and without transponders. In practice only three countries really depend on this system: Venezuela Iran and Russia. Venezuela will almost certainly drop out. Iran could be next as U.S. rhetoric is clearly"  
[X Link](https://x.com/KarelMercx/status/2008922242508267742)  2026-01-07T15:22Z 26.5K followers, 13.5K engagements


"@Wimc11 @jvluijmans @driesb14 I already own Petrobras :-) Ive never done any research on Saipem. Do you own the stock Why are you so bullish on it https://x.com/KarelMercx/status/1999783918413791438 $PBR is next in line further up the oil value chain. The chart shows Petrobras on a total return basis including dividends. Over the past [---] years the stock has built a solid consolidation in the upper right of the chart. Over the next decade I expect a lot from Petrobras. https://t.co/AeoiS8JSgJ https://x.com/KarelMercx/status/1999783918413791438 $PBR is next in line further up the oil value"  
[X Link](https://x.com/KarelMercx/status/2009746655449329900)  2026-01-09T21:58Z 25.9K followers, [---] engagements


"I think this time its different because miners are investing less and less. In the past higher gold prices would automatically lead to more capex and new often crazy projects. Now higher gold prices mainly translate into higher free cash flow for shareholders. Just look at for example: https://x.com/KarelMercx/status/2010863330739773951 https://x.com/KarelMercx/status/2010863330739773951"  
[X Link](https://x.com/KarelMercx/status/2011927027457409292)  2026-01-15T22:22Z 26.5K followers, [----] engagements


"Im surprised how everyone is surprised by Trump imposing tariffs on [--] European nations over Greenland. This guarantees another strong week for gold silver and European defense stocks. Dont tell me this is temporary. When things are broken theyre broken. All-time high for SAAB The consensus still assumes the United States will not annex Greenland and that the U.S. will remain Europes reliable friend and protector. I think the real re-rating of European defense stocks comes the day Europe says: were on our own. https://t.co/owWkni9OGD All-time high for SAAB The consensus still assumes the"  
[X Link](https://x.com/KarelMercx/status/2012608597373415482)  2026-01-17T19:30Z 26.2K followers, 234.2K engagements


"The $SLB chart suggests oil is next to join the commodity bull market. Schlumbergers results were strong and management expects deepwater activity to surge in [----]. Silver platinum and copper already broke out. Oil is next. The energy transition is hitting resource limits. Oil Is Waking Up From the Bottom Up Drillers like $VAL moved first. Services beyond the drillers like $WFRD followed. Now $SLB the brains and tools of the oil sector is waking up. The chart confirms it. This is how a cycle rebuilds. Im positioned across the entire chain. https://t.co/uZ9UEARzfh Oil Is Waking Up From the"  
[X Link](https://x.com/KarelMercx/status/2014728051225948185)  2026-01-23T15:52Z 26.2K followers, [----] engagements


"Silver is now trading in triple digits in the West: $103.11. Not just an intraday spike but a daily close above $100. And not just a daily close but a weekly close above $100. To celebrate here are [--] reasons why the silver rally is far from over 🧵 https://twitter.com/i/web/status/2014821518555931020 https://twitter.com/i/web/status/2014821518555931020"  
[X Link](https://x.com/KarelMercx/status/2014821518555931020)  2026-01-23T22:04Z 26.2K followers, 339.7K engagements


"Its insane how many opportunities there are in the market right now. Im a long-term shareholder of $FRO and today the CEO said: We are in unprecedented times and these are charter-out levels not seen for decades. Oil demand will keep growing for decades and you can already see that the entire oil sector is starting to run into bottlenecks. A few quarters from now things could really start to break. Ive long been fascinated by the idea that the 1970s were a paradise for active investors and that many of the legendary investors we know today planted the seeds of their success back then. Take"  
[X Link](https://x.com/KarelMercx/status/2015835169769275618)  2026-01-26T17:12Z 26.5K followers, 25.7K engagements


"Just bought $MELI Had the pleasure of spending an hour over drinks with @FromValue. He has way more followers than I do and rightly so: extremely smart very knowledgeable and genuinely kind. I already had plenty of LatAm exposure but thanks to Kirs I now also own $MELI. One Brazilian stock after another is moving north. Today its $PBR up over 4%. The chart includes dividends. After two dead years being a Petrobras shareholder is fun again. Oil is still cheap. Every time gold rallied oil followed. If oil moves too this becomes a jackpot. https://t.co/Wso2HMd1cf One Brazilian stock after"  
[X Link](https://x.com/KarelMercx/status/2016799618797850629)  2026-01-29T09:04Z 26.3K followers, 28.9K engagements


"$BTC priced in silver shows that each Bitcoin cycle is weaker than the previous one. The red arrow marks the move from cycle low to peak. The blue arrow shows the move from low to low. I profited from three Bitcoin cycles. Now Im content watching from a distance. The verdict is in: the debasement trade is Gold & Silver not Bitcoin. A frontal attack on the FED sends metals to fresh ATHs while BTC sits 20% below its peak. The narrative is broken. Investors are choosing the original hard money over the digital experiment. Book closed. The verdict is in: the debasement trade is Gold & Silver not"  
[X Link](https://x.com/KarelMercx/status/2017709795252244711)  2026-01-31T21:21Z 25.9K followers, 11.7K engagements


"I think miners will start to run when theres an actual physical shortage and by shortage I mean it doesnt matter how much money you bring the metal simply isnt available. Thats when capital floods into miners because unlike physical silver you can still outbid each other for the shares"  
[X Link](https://x.com/KarelMercx/status/2017721915587063921)  2026-01-31T22:09Z 25.7K followers, [---] engagements


"@DanielR42970427 @TheLastDegree My only point is that its remarkable that the largest silver price drop in decades was already fully recovered by Fresnillo by Tuesday. The all-time high is still far away but reaching it does not require $120 silver. It may already happen around $100 silver"  
[X Link](https://x.com/KarelMercx/status/2018642563297874150)  2026-02-03T11:07Z 26.1K followers, [---] engagements


"@red4treble @dasvee Gold fell from $5600 to $4400 so you can definitely call that a crash as well. Fresnillo has also recovered better than the gold price"  
[X Link](https://x.com/KarelMercx/status/2018904394725568948)  2026-02-04T04:28Z 25.4K followers, [--] engagements


"@djphileblunt I have two kids under the age of two. At [--] a.m. the oldest decided she was done sleeping and everyone was awake. By [--] a.m. we were up for good so I just started working"  
[X Link](https://x.com/KarelMercx/status/2018954058510319745)  2026-02-04T07:45Z 24.6K followers, [---] engagements


"This has absolutely nothing to do with price manipulation. If youre a cowboy borrowing $95 for every $5 of your own capital to speculate in the silver market prices shoot up and your equity explodes. With every price increase you borrow even more to max out leverage. When volatility rises CME raises margin requirements because risk has gone up. If youre then forced to sell because you literally have no room left thats not manipulation. Thats simply too many people treating the silver market like a casino. https://twitter.com/i/web/status/2018978351440961902"  
[X Link](https://x.com/KarelMercx/status/2018978351440961902)  2026-02-04T09:22Z 25.3K followers, [---] engagements


"In inflationary environments the inverse correlation between growth equities and commodities is unmistakable. While the Nasdaq is down 2.5% today my commodity allocation is outperforming. Green across the board visible both today and in strong YTD performance. Oil Is Waking Up From the Bottom Up Drillers like $VAL moved first. Services beyond the drillers like $WFRD followed. Now $SLB the brains and tools of the oil sector is waking up. The chart confirms it. This is how a cycle rebuilds. Im positioned across the entire chain. https://t.co/uZ9UEARzfh Oil Is Waking Up From the Bottom Up"  
[X Link](https://x.com/KarelMercx/status/2019116371326693442)  2026-02-04T18:30Z 26.5K followers, [----] engagements


"@silvertrade The longer I study the indicators this week the more I conclude that last week was just a correction. It sounds extreme a 40% drop but in the context of where silver is likely heading a $50 move from $121 to $71 is not that dramatic"  
[X Link](https://x.com/KarelMercx/status/2019375887339385317)  2026-02-05T11:41Z 24.8K followers, [----] engagements


"@TheStalwart The great rotation out of US stocks has only just begun. For more than a decade foreign investors bought tens of trillions more in US equities than in their own markets. That trend has now reversed under Trump. See the chart. This move is not a blip. Its a regime shift"  
[X Link](https://x.com/KarelMercx/status/2019388025860681752)  2026-02-05T12:29Z 25.8K followers, [----] engagements


"The dollar is strongest when the United States acts as a global superpower. It now looks as if the U.S. wants to shift from being a global superpower to more of a regional power focused on the Western Hemisphere. That automatically means less soft power in the Eastern Hemisphere which is negative for the dollar. https://twitter.com/i/web/status/2019391732492693764 https://twitter.com/i/web/status/2019391732492693764"  
[X Link](https://x.com/KarelMercx/status/2019391732492693764)  2026-02-05T12:44Z 24.9K followers, [---] engagements


"@4PFinance @dmxinc Thank you for your response. Is this really something the average person buying crypto takes into account Most of them just want to get rich because they believe its the future right"  
[X Link](https://x.com/KarelMercx/status/2019528178478510507)  2026-02-05T21:46Z 26.5K followers, [---] engagements


"@4PFinance @dmxinc Thank you for the extra explanation. Interesting. Ill take some time to think about it as well. Have a great day"  
[X Link](https://x.com/KarelMercx/status/2019534289814368413)  2026-02-05T22:11Z 25.4K followers, [---] engagements


"What do you mean by challenged Because I know plenty of examples of companies where revenue growth slowed in percentage terms while profits exploded. For example what I wrote a while ago about Spotify. What happens when a company grows [--] percent per year and then sees its percentage growth slow sharply into single digits. Cash flow tends to explode during that transition. The reason is simple: margins improve and absolute revenue keeps rising. And percentage growth is irrelevant without context. Fifty percent growth on [---] million adds [--] million. Ten percent growth on one billion adds 100"  
[X Link](https://x.com/KarelMercx/status/2019749282148937990)  2026-02-06T12:25Z 25.4K followers, [----] engagements


"@jerrywokes No. The data leads. If at $50 the lease rate is 0% theres no scarcity. If COMEX inventories rise theres no scarcity. Then I sell and it was a good investment. Ive been in silver for years. Im not a tourist who only noticed it once it hit $100"  
[X Link](https://x.com/KarelMercx/status/2019762284516561039)  2026-02-06T13:17Z 25.7K followers, [---] engagements


"@djphileblunt Where do you live in the UK Ive got plenty of reasons to visit now and then including my favorite gym. https://x.com/KarelMercx/status/1987541809128472620 Bucket-list gym moment 💪 Went to Liverpool for only one reason. Its home to the worlds biggest dumbbell rack from [--] kg to [---] kg in perfect [--] kg steps. First time ever holding dumbbells heavier than [--] kg https://t.co/jjgA9LNlUm https://x.com/KarelMercx/status/1987541809128472620 Bucket-list gym moment 💪 Went to Liverpool for only one reason. Its home to the worlds biggest dumbbell rack from [--] kg to [---] kg in perfect [--] kg"  
[X Link](https://x.com/KarelMercx/status/2019763509572120753)  2026-02-06T13:22Z 25.8K followers, [----] engagements


"If Im not mistaken lease rates in London were only introduced in the 1980s. That means that during the last major silver bull market in the 1970s there were no lease rates. You could buy silver but not really borrow it I assume. So this is the first silver bull market where lease rates are providing a signal. https://twitter.com/i/web/status/2019766246934220996 https://twitter.com/i/web/status/2019766246934220996"  
[X Link](https://x.com/KarelMercx/status/2019766246934220996)  2026-02-06T13:32Z 25.5K followers, [----] engagements


"In silver lease rates were basically around 0% in the years leading up to [----] while in platinum they tend to be elevated much more often. Platinum is a very different beast. Its far rarer and the market is much smaller. Silver has about $4.2T market cap while platinum at roughly $0.5T is more than eight times smaller. And if you want to borrow it theres simply far less available which is exactly why you pay up for it. See chart. https://twitter.com/i/web/status/2019771219659137137 https://twitter.com/i/web/status/2019771219659137137"  
[X Link](https://x.com/KarelMercx/status/2019771219659137137)  2026-02-06T13:52Z 25.8K followers, [---] engagements


"@grok @rynokinsight Didnt expect to see my silver post in patois today 😄"  
[X Link](https://x.com/KarelMercx/status/2019774389982511592)  2026-02-06T14:05Z 24.7K followers, [--] engagements


"@calvinfroedge The strongest proof theres no manipulation is that all the data points in the same direction: the silver bull market isnt over and the price is likely to make a new all-time high later in 2026"  
[X Link](https://x.com/KarelMercx/status/2019778102985908493)  2026-02-06T14:20Z 25.5K followers, [----] engagements


"@AMCDiamondHands @HycroftMining Two weeks ago $HYMC was my top investment for [----] up 120%. Now its only up 44% YTD"  
[X Link](https://x.com/KarelMercx/status/2019877997030043877)  2026-02-06T20:56Z 26.2K followers, [---] engagements


"Thank you for your kind words. Its good to hear my updates arent disappearing into the void of the internet. Shorts are a complicated topic. There are plenty of short positions that can easily be covered with physical silver. Think of a silver miner that needs cash today. They know they will bring silver to market later so they short a futures contract now and deliver the metal when production comes in. That silver isnt on the exchange yet because its still in the ground. At the same time I read all kinds of stories about a large Chinese whale being more short than the physical silver"  
[X Link](https://x.com/KarelMercx/status/2020178791218266408)  2026-02-07T16:52Z 26.5K followers, [----] engagements


"@deepgoyel Am I understanding correctly from your story that the silver ETF listed in India doesnt actually hold physical silver"  
[X Link](https://x.com/KarelMercx/status/2020180023622226142)  2026-02-07T16:57Z 25.9K followers, [---] engagements


"@Jackson25962755 A well-known saying is that the cure for high prices is high prices. The question though is what counts as high for silver. There are currently large shortages so apparently the price still isnt high enough"  
[X Link](https://x.com/KarelMercx/status/2020181486666936347)  2026-02-07T17:02Z 25.9K followers, [---] engagements


"However labeling it just a 'Metals VIX' misses the point. When implied rates go vertical alongside a triple-digit price move its not just 'volatility' or 'creditworthiness' it is the market pricing in the extreme cost of immediacy. If there was plenty of metal the forward curve wouldn't collapse into such deep backwardation. The 'implied' signal is reflecting a very real physical reality. https://twitter.com/i/web/status/2020247218855280871 https://twitter.com/i/web/status/2020247218855280871"  
[X Link](https://x.com/KarelMercx/status/2020247218855280871)  2026-02-07T21:24Z 25.9K followers, [---] engagements


"@Atlas29Shrugged A high free cash flow yield does things to me. Some people like dividends. Some like growth. I like cash piling up on the balance sheet"  
[X Link](https://x.com/KarelMercx/status/2020513064563466716)  2026-02-08T15:00Z 26.1K followers, [---] engagements


"@trbodeez I dont think its possible. Exchanges are making more and more money from selling data and I suspect thats why it isnt published for free"  
[X Link](https://x.com/KarelMercx/status/2020827272257863835)  2026-02-09T11:49Z 26.4K followers, [--] engagements


"@Brookhouse_WF Thats exactly why I remain invested in Japanese equities. After [--] years of multiple contraction its finally time for multiple expansion"  
[X Link](https://x.com/KarelMercx/status/2020984505503449369)  2026-02-09T22:13Z 26.5K followers, [--] engagements


"@PeterChung13 Major shortages are coming in offshore for years to come. So stay invested tender your shares and enjoy the strong combination with $RIG"  
[X Link](https://x.com/KarelMercx/status/2020985789073494268)  2026-02-09T22:18Z 26.5K followers, [---] engagements


"@Sonnysideup22 Can you explain why you think Japanese equities are going to crash"  
[X Link](https://x.com/KarelMercx/status/2020988975842787330)  2026-02-09T22:31Z 26.5K followers, [----] engagements


"@biggestsemite @Live2learn24 Where can I send my invoice"  
[X Link](https://x.com/KarelMercx/status/2021296342987862188)  2026-02-10T18:52Z 26.5K followers, [---] engagements


"@clutch1114 I always focus exclusively on registered silver the deliverable inventory backing futures contracts. That is COMEX to me. Anything that is not available for delivery such as ETF silver does not count in my view"  
[X Link](https://x.com/KarelMercx/status/2021597192864072052)  2026-02-11T14:48Z 26.6K followers, [---] engagements


"The toughest moment of [----] so far was Gotham City Research attacking $LB and $TPL with two extensive short-seller reports suggesting fraud I just wrapped up a multi-page article for the magazine Beleggers Belangen with my investment advice on LandBridge and Texas Pacific Land. New position $LB A few weeks ago I wrote a tip for @belbelnl about Land Bridge and bought the stock myself. Price at the tip: $61.51; yesterdays close: $80.20. After a 30%+ gain Im sharing it publicly. Valuations still solid: Free Cash Flow Yield dropped from 6.2% to 4.7% https://t.co/geM2ggVrU2 New position $LB A few"  
[X Link](https://x.com/KarelMercx/status/1956685248151847231)  2025-08-16T11:51Z 26.8K followers, [----] engagements


"Every time I see the name Joey Im reminded how happy I am with Euro Sun Mining. Im really grateful you put that stock on my radar. Bought it at [--] cents a few months ago and now its already at [--] cents I tried Memrise about [--] years ago but Im sure the app has improved a lot since then. Ill definitely take a look soon. Thanks for the tip https://twitter.com/i/web/status/2010373987176489172 https://twitter.com/i/web/status/2010373987176489172"  
[X Link](https://x.com/KarelMercx/status/2010373987176489172)  2026-01-11T15:31Z 26.6K followers, [---] engagements


"Saab is taking off. And if the F-35 has a hidden kill switch this is only the beginning. This weekend I watched three episodes of Argos a Dutch investigative journalism program. They investigated whether the F-35 contains some form of hidden kill switch. The Dutch state secretary literally called it bullshit. But the former head of French military intelligence says he believes this is real. My take is simpler: you dont need a physical button. The source code is secret and such a kill switch could easily be embedded in software. Three fascinating episodes. If you speak Dutch: highly"  
[X Link](https://x.com/KarelMercx/status/2013181763741229159)  2026-01-19T09:28Z 26.7K followers, 222K engagements


"One Brazilian stock after another is moving north. Today its $PBR up over 4%. The chart includes dividends. After two dead years being a Petrobras shareholder is fun again. Oil is still cheap. Every time gold rallied oil followed. If oil moves too this becomes a jackpot. 100% total return on $VALE since this post. Fun fact: Brazilian stocks are the cheapest equity market in the world when you look at earnings dividends cash flow and book value. I can already tell you this: if the commodity bull market runs for a few more quarters Brazilian https://t.co/ZJPflXNij9 100% total return on $VALE"  
[X Link](https://x.com/KarelMercx/status/2016167796967641147)  2026-01-27T15:13Z 26.6K followers, 83.6K engagements


"@Mark4XX If silver keeps getting tighter and we get a real run on silver stocks which one is your favorite"  
[X Link](https://x.com/KarelMercx/status/2016420586679943285)  2026-01-28T07:58Z 26.8K followers, [----] engagements


"Last Friday was one of the largest silver selloffs of the past [---] years yet physical silver still left the COMEX. Since early September COMEX Silver Registered has dropped from [---] million ounces to [---] million ounces. The [---] million ounces that left last Friday were not stopped by one of the biggest silver declines ever. Total COMEX inventories fell by [---] million ounces. This means COMEX Silver Eligible increased by nearly [--] million ounces. For clarity the definitions: COMEX Silver Eligible Silver that is physically stored in approved COMEX vaults and meets all requirements (purity"  
[X Link](https://x.com/KarelMercx/status/2017972982640001320)  2026-02-01T14:47Z 26.6K followers, 218K engagements


"@RogierTaylor Ik had nooit gedacht dat Wolters Kluwer in hetzelfde mandje als Duolingo zou belanden. Bij Beleggers Belangen gaan we hier uitgebreid aandacht aan besteden rond de aankomende cijfers"  
[X Link](https://x.com/KarelMercx/status/2018905864816484438)  2026-02-04T04:34Z 26.8K followers, [---] engagements


"Back in October when 175K silver futures were outstanding silver reached $50. Well-known silver investors warned of a triple top at that level. That warning proved wrong. The $50 level was taken like a hot knife through butter causing many speculators to stay on the sidelines waiting for a dip that never came. There was no correction. Instead the number of outstanding silver futures kept declining even as prices continued to rise. The explosive move toward $121.50 was driven by far fewer futures contracts than the earlier rally toward $50. This clearly shows that leverage was already being"  
[X Link](https://x.com/KarelMercx/status/2019133767349125479)  2026-02-04T19:39Z 26.8K followers, 109K engagements


"Me wondering if I want to play a fourth Bitcoin cycle. The chart shows Bitcoins monthly RSI-14. The three green arrows mark the periods I owned it. This cycles RSI-14 peak is [--] points below the previous one. If that gap holds it implies a monthly RSI around [--]. Im receiving an overwhelming number of reactions so I need to clarify a few things regarding my stance on Bitcoin: I have successfully traded three Bitcoin cycles and Ive shared each move publicly at the time. 2017: Named it "Asset of the Year" on Dutch TV in Jan [----] ($1k https://t.co/Zi8Gdl3K8e Im receiving an overwhelming number of"  
[X Link](https://x.com/KarelMercx/status/2019519000368029984)  2026-02-05T21:10Z 26.7K followers, [----] engagements


"Kongsberg +17% today after a strong Q4. All divisions delivered double-digit growth with defense and aerospace driving the beat. Missiles and air-defense demand remain very strong and the order book jumped to NOK 31.8B. Maritime spin-off details next. Kongsberg finishes the day up 10% in Oslo After analysts sharply raised their price targets following the companys plan to list its maritime business separately. This would create a pure-play defense technology company with strong growth potential well into the 2030s. 🚀 https://t.co/zFgAYsZUy4 Kongsberg finishes the day up 10% in Oslo After"  
[X Link](https://x.com/KarelMercx/status/2019740313560953067)  2026-02-06T11:49Z 26.8K followers, [----] engagements


"@WSBGold It gives me peace of mind. Silver can drop from $121 to $63 and Im not worried at all because every single indicator I follow points to new all-time highs returning later in 2026"  
[X Link](https://x.com/KarelMercx/status/2019776204778221693)  2026-02-06T14:12Z 26.8K followers, [----] engagements


"Asked AI how it sees me. Coffee. Silver charts. Lease rates. Space stocks. COMEX inventory. Physical silver bars everywhere. Zero stress. Cant argue with that"  
[X Link](https://x.com/KarelMercx/status/2019868152973164876)  2026-02-06T20:17Z 26.8K followers, [----] engagements


"@vollemelk @grok Youre being a little bit paranoid :-) Anyone getting a margin call has always so little cash left that they could never afford to take delivery anyway. A silver future is still [--] cents of your own money and [--] cents borrowed"  
[X Link](https://x.com/KarelMercx/status/2021285738382311603)  2026-02-10T18:10Z 26.8K followers, [----] engagements


"@Live2learn24 Friend I literally say that in my piece: That never happens in practice because positions are closed or rolled"  
[X Link](https://x.com/KarelMercx/status/2021288489925431525)  2026-02-10T18:21Z 26.8K followers, [----] engagements


"@kavern23 From the 15th century (Ming dynasty) until [----] China was on a silver standard. My point is that there is more to silver than just speculation and industry"  
[X Link](https://x.com/KarelMercx/status/2021289361015226630)  2026-02-10T18:25Z 26.7K followers, [----] engagements


"@LouDo91041636 @Live2learn24 Thats my whole point"  
[X Link](https://x.com/KarelMercx/status/2021298024702459973)  2026-02-10T18:59Z 26.6K followers, [--] engagements


"Thank you for your detailed reply. Investing in bottlenecks might be the most interesting form of investing there is. And however you look at electricity its one giant bottleneck for so many themes. You can debate who wins: ChatGPT or Claude. Tesla or BYD. But the companies that make this boom possible are going to win either way. https://twitter.com/i/web/status/2021527815728832546 https://twitter.com/i/web/status/2021527815728832546"  
[X Link](https://x.com/KarelMercx/status/2021527815728832546)  2026-02-11T10:12Z 26.7K followers, [--] engagements


"@p_ppieter This account is way too sensational for my taste. Sure you can scream [--] million ounces left COMEX. Thats correct. But in the past [--] hours more than [--] million ounces were also added to COMEX"  
[X Link](https://x.com/KarelMercx/status/2021537077855470025)  2026-02-11T10:49Z 26.8K followers, [---] engagements


"@clutch1114 People who believe the manipulation narrative only look at whats leaving COMEX. Maybe this is new to you but silver can also flow into COMEX ;) Yesterday more than [--] million ounces were delivered into COMEX"  
[X Link](https://x.com/KarelMercx/status/2021586111345119435)  2026-02-11T14:04Z 26.7K followers, [---] engagements


"@ajaycan Which large language model are you using Because youve lost the plot ;-)"  
[X Link](https://x.com/KarelMercx/status/2021600640544215204)  2026-02-11T15:02Z 26.8K followers, [---] engagements


"In my view there are two kinds of silver in COMEX vaults. First silver that belongs to someone who already has a specific destination for it for example an ETF or a client at a large bank using COMEX as a storage location. I dont care about that data at all. The only thing that interests me is the silver backing the futures market because thats what reflects real supply and demand. Ive been a massive silver bull for years and years and years. https://twitter.com/i/web/status/2021603394079584745 https://twitter.com/i/web/status/2021603394079584745"  
[X Link](https://x.com/KarelMercx/status/2021603394079584745)  2026-02-11T15:13Z 26.8K followers, [---] engagements


"@WhartoniteWG Thank you for your reply. Can you explain why you prefer $CVX over $XOM"  
[X Link](https://x.com/KarelMercx/status/2021633561300779240)  2026-02-11T17:12Z 26.8K followers, [---] engagements


"@attarian13 Ive already forgotten what you said about $PBR. Sorry. Can you repeat it"  
[X Link](https://x.com/KarelMercx/status/2021633835042320823)  2026-02-11T17:14Z 26.8K followers, [---] engagements


"@UK_REPT And what does Polymarket say"  
[X Link](https://x.com/KarelMercx/status/2021677338120098066)  2026-02-11T20:06Z 26.8K followers, [----] engagements


"100% total return on $VALE since this post. Fun fact: Brazilian stocks are the cheapest equity market in the world when you look at earnings dividends cash flow and book value. I can already tell you this: if the commodity bull market runs for a few more quarters Brazilian stocks will no longer be the cheapest market in the world. And in investing the biggest gains dont come from earnings growth but from multiple expansion. My favorite in Brazil has been Vale for quite some time. And I dont think the CEO of Vale could have explained it better: Vale has to be the biggest mining company in the"  
[X Link](https://x.com/KarelMercx/status/2015507922290200987)  2026-01-25T19:31Z 26.9K followers, 235.5K engagements


"@GettingWell4 Im surprised that $PSLV can be picked up at a discount. Right now its about 2.7% whereas in [----] and [----] you had to pay a huge premium to the silver price"  
[X Link](https://x.com/KarelMercx/status/2019877186967163192)  2026-02-06T20:53Z 26.9K followers, [---] engagements


"This week's winners and losers in my investment portfolio This week in my investment portfolio we saw some interesting twists and turns. Antero Resources boasted its best performance in years with a spectacular 15.40% rise. In contrast the cryptocurrency Avalanche experienced a significant downturn dropping by 12.74%. It was quite fascinating to observe the divergent paths of crypto-related investments. While cryptocurrencies struggled Coinbase managed to buck the trend with an 11.99% increase. Gold prices may have dipped but Newmont's robust quarterly figures painted a different picture with"  
[X Link](https://x.com/anyuser/status/1784212191110897974)  2024-04-27T13:25Z 26.9K followers, 58.1K engagements


"$SBSW is now a top [--] holding in my portfolio Back in May [--] positions had a higher weighting. Now only [--] do because Sibanye Stillwater is up +191% YTD. I still think were early. Platinum trades at $1455 gold at $3386. Historically platinum was often twice the price of gold. If that ratio returns platinum goes above $6500 even without a rising gold price. The reason is simple The hydrogen economy will need record amounts of platinum in the 2030s. Meanwhile Sibanye still trades at just 5.7x operating earnings. That multiple will fall even further as Q2 profits surge. #29 $SBSW (Sibanye"  
[X Link](https://x.com/anyuser/status/1947546757392437723)  2025-07-22T06:38Z 26.9K followers, 11.8K engagements


"Ask Me Anything on silver 💎 Physical shortages negative swaps industrial demand CME margin hikes lease rates miners Shanghai premium ETFs. Like this post so others see it and drop your questions below. If you spot a good question like it and Ill answer it first. https://twitter.com/i/web/status/2006392951367192977 https://twitter.com/i/web/status/2006392951367192977"  
[X Link](https://x.com/KarelMercx/status/2006392951367192977)  2025-12-31T15:52Z 26.9K followers, 197.9K engagements


"Most investors buy copper miners that need massive capex just to keep production flat. A much smarter way to play copper is via silver streamers. Most silver is a byproduct of copper. Among them $WPM is my clear favorite financing copper mines for future silver streams. Robert Friedland on the masive copper shortage to meet future grid clean energy and AI demand: Were consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth with no further electrification we have to mine the same https://t.co/CInU78MViZ Robert Friedland on the masive"  
[X Link](https://x.com/KarelMercx/status/2015130719446790446)  2026-01-24T18:32Z 26.9K followers, 127.4K engagements


"Subsea [--] at an all-time high. The company known for laying kilometres-long pipelines on the ocean floor was recommended by me to @BelBelnl subscribers at much lower prices. Backlog at ATH. That doesnt happen if oil demand is about to peak anytime in the foreseeable future. Oil Is Waking Up From the Bottom Up Drillers like $VAL moved first. Services beyond the drillers like $WFRD followed. Now $SLB the brains and tools of the oil sector is waking up. The chart confirms it. This is how a cycle rebuilds. Im positioned across the entire chain. https://t.co/uZ9UEARzfh Oil Is Waking Up From the"  
[X Link](https://x.com/KarelMercx/status/2017528242912059630)  2026-01-31T09:19Z 26.9K followers, 17.7K engagements


"Thank you for the kind words. Fun fact: I actually left out quite a few details. Take $PSLV for example. It represents physical silver you can buy but because its fully backed by real metal Sprott cant expand it quickly so it sometimes trades at a premium and sometimes at a discount. Being able to buy physical silver through Sprott at a 2.7% discount is bizarre. Even more bizarre is that last week the discount briefly moved above 10%. That has only happened during the darkest day of the COVID crash. And in 2011/2012 during the previous silver bull market Sprott traded at a hefty premium"  
[X Link](https://x.com/KarelMercx/status/2020215661041942856)  2026-02-07T19:18Z 26.9K followers, [----] engagements


"New week new all-time high for Subsea [--]. Offshore spending has to rise. Global oil demand grows [--] mb/d over the next [--] years while existing fields lose [----] mb/d. A [----] mb/d gap must be filled pushing attention back to offshore and deepwater. Subsea [--] at an all-time high. The company known for laying kilometres-long pipelines on the ocean floor was recommended by me to @BelBelnl subscribers at much lower prices. Backlog at ATH. That doesnt happen if oil demand is about to peak anytime in the foreseeable future. https://t.co/9PzYKAIMZq Subsea [--] at an all-time high. The company known for"  
[X Link](https://x.com/KarelMercx/status/2020825348577853819)  2026-02-09T11:41Z 26.9K followers, [----] engagements


"Japanese stocks are taking off like a rocket 🚀 It's Only a Matter of Time Before Japanese Stocks Break Out Japan is experiencing a wave of stock splits in [----] with over [---] companies already splitting their shares to attract retail investors and boost market participation marking a 60% increase from the previous https://t.co/n6dlPDQeGk It's Only a Matter of Time Before Japanese Stocks Break Out Japan is experiencing a wave of stock splits in [----] with over [---] companies already splitting their shares to attract retail investors and boost market participation marking a 60% increase from the"  
[X Link](https://x.com/KarelMercx/status/2020923135583727709)  2026-02-09T18:09Z 26.9K followers, 15.5K engagements


"COMEX silver inventories continue to fall Right now there are about [---] million ounces of silver that can actually be delivered against futures contracts. That is the registered silver. Against that sits roughly [---] million ounces of open interest in the March contract. If every holder demanded physical delivery the gap would be [---] million ounces. That never happens in practice because positions are closed or rolled. The March contract is fascinating to watch. Over the past [--] hours open interest dropped by [----] contracts of [----] ounces each. That is [--] million ounces coming out of March."  
[X Link](https://x.com/KarelMercx/status/2021260066746224753)  2026-02-10T16:28Z 26.9K followers, 296.4K engagements


"For years I kept calling $XOM a no-brainer. And then nothing. Absolutely nothing. Now all of a sudden everyone wants ExxonMobil. Why $XOM is a no-brainer: ExxonMobils free cash flow is growing faster than that of the largest companies in the S&P [---] Industrials sector. Its balance sheet is stronger with a lower net debt-to-capital ratio. While valuations in the Industrials sector are climbing https://t.co/SKOCbaLkAY Why $XOM is a no-brainer: ExxonMobils free cash flow is growing faster than that of the largest companies in the S&P [---] Industrials sector. Its balance sheet is stronger with a"  
[X Link](https://x.com/KarelMercx/status/2021610035738988810)  2026-02-11T15:39Z 26.9K followers, 28.8K engagements


"@smashthepound Eligible will stop declining sooner because it includes silver that cant leave the vault such as ETF metal"  
[X Link](https://x.com/KarelMercx/status/2021883135206547964)  2026-02-12T09:44Z 26.9K followers, [---] engagements


"You might think $FRO is ripping higher. Wait until the Dark Fleet gets decimated. Add a few more years of rising global oil consumption and Frontline becomes a triple digit stock. Its insane how many opportunities there are in the market right now. Im a long-term shareholder of $FRO and today the CEO said: We are in unprecedented times and these are charter-out levels not seen for decades. Oil demand will keep growing for decades and you can https://t.co/d10wwybx4z Its insane how many opportunities there are in the market right now. Im a long-term shareholder of $FRO and today the CEO said:"  
[X Link](https://x.com/KarelMercx/status/2022341868969697381)  2026-02-13T16:07Z 26.9K followers, 16.4K engagements


"Silver backing futures keeps falling and is now 92.9M oz. The key takeaway from Fridays close: March open interest fell only 3M oz from 297M oz to 294M oz. To ensure sufficient silver for March delivery open interest would need to fall by roughly 30M oz per day at this stage. I still dont expect COMEX to declare force majeure in March. Clearing banks are liable for settlement. Faced with potential legal and settlement issues they will push for rolls rather than force front-month delivery. And lets not forget how easy it is for a bank to call a client and say the silver will be delivered a"  
[X Link](https://x.com/KarelMercx/status/2022621952657981638)  2026-02-14T10:40Z 26.9K followers, 43.5K engagements


"@nikolayspp Trillions have been borrowed in Japan to invest in the US. If that money gets pulled back the yen rips higher the dollar sinks US yields spike the Fed launches QE to cap rates and silver goes to the moon"  
[X Link](https://x.com/KarelMercx/status/2022673491733213257)  2026-02-14T14:05Z 26.9K followers, [---] engagements


"@GG520071 You know China has futures too with multiple maturities. Theres also a lot of derivatives trading over there"  
[X Link](https://x.com/KarelMercx/status/2022676066956165406)  2026-02-14T14:15Z 26.9K followers, [--] engagements


"@grok @VR758151 Largely agree but this isnt unusual weve seen this before more than once over the past [--] years"  
[X Link](https://x.com/KarelMercx/status/2022678379850252763)  2026-02-14T14:24Z 26.9K followers, [--] engagements


"#23 $KBGGY (Kongsberg Gruppen) Norways defense leader in remote weapon stations and naval systems. As NATO expands and Europe rearms Kongsbergs edge in automated warfare puts it in the spotlight. A key player in the next era of defense tech. #22 $BRK (Berkshire Hathaway) A fortress of American capitalism. No dividend no hype just [--] years of compounding at 20% annually. With Greg Abel set to take the helm in [----] the culture of disciplined capital allocation endures. A timeless anchor in my portfolio. #22 $BRK (Berkshire Hathaway) A fortress of American capitalism. No dividend no hype just 60"  
[X Link](https://x.com/KarelMercx/status/1927960060308721665)  2025-05-29T05:27Z 26.8K followers, [----] engagements


"Gold Is a Price Story. Silver Is an Availability Story. For months Ive been focusing almost exclusively on the silver swap not the gold swap. The reason is simple: you can always buy gold while for silver there are growing doubts about whether physical metal can always be sourced. After yesterdays post someone asked why I never apply the same framework to gold. So lets do exactly that. The same calculation can indeed be made for gold. There is also a 1-year gold swap. In the chart both gold and silver swaps are shown adjusted for interest rates. The white line represents gold the blue line"  
[X Link](https://x.com/KarelMercx/status/2003746689975255216)  2025-12-24T08:36Z 26.8K followers, 94K engagements


"Another level up in Norwegian now at [--] After the United States and Canada Norway is the country where I have the most investments. Four holdings at the moment: Frontline Kongsberg Gruppen Okeanis Eco Tankers and Subsea [--]. If $DUOL beats expectations upside could be huge Last quarter the stock jumped 36.2% intraday Now the price is lower valuations much lower short interest higher and AI fear stronger Just reached level [--] in Norwegian and I still believe people will always want to learn https://t.co/eftT4dGF1g If $DUOL beats expectations upside could be huge Last quarter the stock jumped"  
[X Link](https://x.com/KarelMercx/status/2018418533948936446)  2026-02-02T20:17Z 26.8K followers, [----] engagements


"Thank you for your detailed response its appreciated. I believe oil shortages will emerge in the coming years which is why I prefer to invest in companies that will truly benefit from that dynamic. Think of Valaris which owns the drillships Subsea [--] which lays cables on the ocean floor or Frontline given how much oil will need to move from the Western Hemisphere to the Eastern Hemisphere. Within oil my largest position is ExxonMobil because they are one of the very few with a clear vision extending beyond [----]. Im drawn to companies that dare to think that far ahead. I will take a closer look"  
[X Link](https://x.com/KarelMercx/status/2018630697087328422)  2026-02-03T10:20Z 26.9K followers, [---] engagements


"@jvluijmans Nice work Jurgen I stopped adding at $166 when the position reached about 7% of my portfolio. Thats the maximum risk Im willing to take. The moves are getting extreme. Just look at Wolters Kluwer going from $180 to $70"  
[X Link](https://x.com/KarelMercx/status/2018899279554007171)  2026-02-04T04:07Z 26.8K followers, [---] engagements


"Well see in the coming days whether the amount of silver backing futures contracts starts to increase. I dont expect it but well see. I know that when silver moves from eligible to registered it doesnt physically move an inch. But if the metal is tied up in an ETF or held for a large bank client it wont be made available to back futures. In a few hours well know whether the number of ounces tied to a silver contract has increased or decreased. https://twitter.com/i/web/status/2021605068256993300 https://twitter.com/i/web/status/2021605068256993300"  
[X Link](https://x.com/KarelMercx/status/2021605068256993300)  2026-02-11T15:19Z 26.9K followers, [--] engagements


"I think there are two reasons. The first is that there has been a strong rebound from $63 to $83. For the TA/Fibonacci crowd thats a signal to go short. They dont look at fundamentals. When theyre forced to cover the move can be sharp. The second is that the price may already be going a bit crazy. Were up 100% from a year ago and if we keep compounding YoY at +100% the returns for us are already enormous. https://twitter.com/i/web/status/2021867045789274417 https://twitter.com/i/web/status/2021867045789274417"  
[X Link](https://x.com/KarelMercx/status/2021867045789274417)  2026-02-12T08:40Z 26.8K followers, [---] engagements


"@utopia_escape I wonder whether the U.S. economy could slip into a recession in the coming quarters. You have the One Big Beautiful Bill Act which should support the economy in the first half of [----]. On top of that the hyperscalers are planning to spend more than $500 billion in investments"  
[X Link](https://x.com/KarelMercx/status/2021869410516955611)  2026-02-12T08:50Z 26.9K followers, [--] engagements


"A year or two ago $CVX chose to return as much cash as possible to shareholders through dividends and buybacks. $XOM on the other hand said it would invest more because oil demand will continue to grow well beyond [----]. Thats the story in a nutshell. The longer your time horizon the more I think an investment in ExxonMobil will outperform Chevron. https://twitter.com/i/web/status/2021873157267689798 https://twitter.com/i/web/status/2021873157267689798"  
[X Link](https://x.com/KarelMercx/status/2021873157267689798)  2026-02-12T09:04Z 26.9K followers, [---] engagements


"@avanza_analysis Im seeing both Eligible and Registered decline. But I dont see evidence in the numbers that metal moved from Registered to Eligible in order to withdraw it. Can you help me figure out how to spot a Registered-to-Eligible transfer in the data"  
[X Link](https://x.com/KarelMercx/status/2021877160798224447)  2026-02-12T09:20Z 26.9K followers, [---] engagements


"@ASRoma1960 @RoySteelmen en vergeet de reputatieschade niet ;-)"  
[X Link](https://x.com/KarelMercx/status/2021882080506851467)  2026-02-12T09:40Z 26.9K followers, [--] engagements


"Oil Is Waking Up From the Bottom Up Drillers like $VAL moved first. Services beyond the drillers like $WFRD followed. Now $SLB the brains and tools of the oil sector is waking up. The chart confirms it. This is how a cycle rebuilds. Im positioned across the entire chain. $VAL s momentum about to flip to long-term bullish. Monthly RSI-14 hit a 12-month high at [----] close to crossing [--] that signals a long-term uptrend. Fundamentals are strong technicals confirm the bottom momentum turning higher. I bought shares today. https://t.co/YmDILUpU9B $VAL s momentum about to flip to long-term bullish."  
[X Link](https://x.com/KarelMercx/status/1999406875159224548)  2025-12-12T09:12Z 26.9K followers, 39.6K engagements


"$DUOL is entering absurdly cheap territory When the FCF/EV hit [---] percent at the open I rotated my Taiwan position straight into Duolingo. Later in the session the FCF/EV moved to [---] percent and I swapped my $CINF with real pain but the valuation was simply too attractive to ignore. The chart shows the FCF/EV since the IPO. What is happening now is extraordinary. Duolingo has never traded anywhere near these levels on a free cash flow basis. The business is compounding at high speed while the multiple collapses. That combination almost never happens. At [---] percent FCF/EV I will look again"  
[X Link](https://x.com/anyuser/status/1990497485526090157)  2025-11-17T19:09Z 26.9K followers, 57.7K engagements


"European silver miners have fully recovered Fridays losses Historically silver has always snapped back hard after sharp rallies. This is why silver mining stocks have underperformed expectations in recent months. Im convinced we will never see $50 silver again. That means the miners still have a significant catch-up move ahead. The chart shows Fresnillo as an example. At Thursdays close of Fresnillo silver was at $110 and gold at $5150. Silver is now more than $20 lower and gold more than $200 lower yet Fresnillo is trading higher than Fridays close. Last Friday was one of the largest silver"  
[X Link](https://x.com/KarelMercx/status/2018603635093987837)  2026-02-03T08:33Z 26.9K followers, 129.9K engagements


"Ill try one more time with $DUOL. 7.7% free cash flow / enterprise value yield. See the chart. Silence. Free cash flow growing by tens of percent per year. Still silence. Am I really the only one paying attention here Todays reason because $DUOL is still trading below $180: Duolingo and the Math Nobody Seems to Understand Chart [--] shows the cash Duolingo generates and that is ultimately why you invest in a company. Last year there were two quarters where cash didnt increase. Thats when https://t.co/RY7TyW3n52 Todays reason because $DUOL is still trading below $180: Duolingo and the Math Nobody"  
[X Link](https://x.com/KarelMercx/status/2018760610322731274)  2026-02-03T18:56Z 26.9K followers, 36.2K engagements


"@KielyNeil The combination of silver and copper is the reason Im a shareholder of $WPM. https://x.com/KarelMercx/status/2015130719446790446 Most investors buy copper miners that need massive capex just to keep production flat. A much smarter way to play copper is via silver streamers. Most silver is a byproduct of copper. Among them $WPM is my clear favorite financing copper mines for future silver streams. https://x.com/KarelMercx/status/2015130719446790446 Most investors buy copper miners that need massive capex just to keep production flat. A much smarter way to play copper is via silver"  
[X Link](https://x.com/KarelMercx/status/2020211666424852727)  2026-02-07T19:02Z 26.9K followers, [----] engagements


"I already own Seadrill Noble Transocean and Valaris. Whats the strongest argument you can make for adding $NOL to that list other than my soft spot for Norwegian stocks After Canada and the United States Norway is actually the country where I have the largest share of my investments. https://twitter.com/i/web/status/2020988758686880042 https://twitter.com/i/web/status/2020988758686880042"  
[X Link](https://x.com/KarelMercx/status/2020988758686880042)  2026-02-09T22:30Z 26.9K followers, [----] engagements


"Silver backing futures keeps falling and is now 93.0M oz. This confirms that the outflow of deliverable silver from COMEX continues. I expanded the table to better show whats happening beneath the surface. If pressure on COMEX really builds March should eventually start trading above May. But March and May prices cannot be compared directly. The May contract includes carry costs: storage insurance and financing (SOFR). These must be removed to see the true structure. After adjusting for carry the MarchMay spread is still in contango (see last column) but only marginally. The spread is barely"  
[X Link](https://x.com/KarelMercx/status/2022203893568954488)  2026-02-13T06:59Z 26.9K followers, 86.2K engagements


"@Schotty613 Tell me"  
[X Link](https://x.com/KarelMercx/status/2022347231450235199)  2026-02-13T16:28Z 26.9K followers, [---] engagements


"This is the time to invest in natural gas As a shareholder of Antero Resources (NYSE: $AR) a natural gas and NGL (natural gas liquids) producer I see tremendous potential. Operational Efficiency and Capital Efficiency: Antero Resources has consistently improved its drilling and completion efficiencies significantly reducing cycle times per pad. This allows for quicker production and lower drilling costs. The company boasts the lowest drilling and completion (D&C) capital expenditure per Mcfe (thousand cubic feet equivalent) among its peers making it one of the most cost-efficient operators in"  
[X Link](https://x.com/anyuser/status/1787123494011932844)  2024-05-05T14:13Z 26.9K followers, 15.3K engagements


"I dont care what the paper price of silver is. I need physical silver. And I need it NOW This is exactly what the market is saying when you look at the 1-year silver swap minus US interest rates. In a normal market this line is above zero. Thats called contango. Why Because owning silver has a cost of carry. If you buy physical silver today and hold it for a year your money is tied up (you lose interest) and you pay for storage and insurance. Those costs are reflected in the forward price. Signal: There is plenty of physical silver available. No stress. No urgency. When the line drops below"  
[X Link](https://x.com/KarelMercx/status/2016403656946401502)  2026-01-28T06:51Z 26.9K followers, 428K engagements


"The 1-year silver swap minus US interest rates shows silver market imbalances larger than during the [----] financial crisis and the [----] silver mania. New highs may come sooner than expected. A sell-off driven by over-leveraged paper positions is not the same as real oversupply I dont care what the paper price of silver is. I need physical silver. And I need it NOW This is exactly what the market is saying when you look at the 1-year silver swap minus US interest rates. In a normal market this line is above zero. Thats called contango. Why https://t.co/rDf41lexXx I dont care what the paper"  
[X Link](https://x.com/KarelMercx/status/2018894140428214671)  2026-02-04T03:47Z 26.9K followers, 230.9K engagements


"@Atlas29Shrugged Thank you for your kind response. There are still so many drivers I havent even mentioned yet. The next Fed chair is one of them. Another is de-dollarisation. And what about all those hyperscalers and their massive investment plans this week"  
[X Link](https://x.com/KarelMercx/status/2020243239694213505)  2026-02-07T21:08Z 26.9K followers, [---] engagements


"$VAL +25% after agreeing to be acquired by $RIG. My first reaction: the price looks low. My second reaction: this creates a serious offshore drilling powerhouse for the coming deepwater cycle. And lets be honest its always nice when a stock in your portfolio takes off. $VAL is pure leverage to the tightest market in oil Drillship dayrates hit $407000/day in Oct With all shipyards busy with LNG & containers no new drillships coming Setup for the strongest bull market in dayrates ever Each dollar higher goes straight to valaris bottom line https://t.co/yCaOvSDGhs $VAL is pure leverage to the"  
[X Link](https://x.com/KarelMercx/status/2020889705198592045)  2026-02-09T15:57Z 26.9K followers, 22.7K engagements


"$CWEN just hit a new 52-week high. Great piece by @mattshumer_ on AI. No matter how the next few years play out electricity demand is going through the roof. Even after Clearway Energys rally: 4.6% dividend yield and the dividend is up 6.9% over the past year. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"  
[X Link](https://x.com/KarelMercx/status/2021511041566269609)  2026-02-11T09:06Z 26.9K followers, 11.9K engagements


"New day and [---] thousand ounces of silver have left COMEX. It is also notable that March contracts are being closed and rolled forward at an increased pace. If this pace continues there should be sufficient silver in COMEX for March delivery. COMEX silver inventories continue to fall Right now there are about [---] million ounces of silver that can actually be delivered against futures contracts. That is the registered silver. Against that sits roughly [---] million ounces of open interest in the March contract. If every https://t.co/FiWWkWOxtx COMEX silver inventories continue to fall Right now"  
[X Link](https://x.com/KarelMercx/status/2021526114326233449)  2026-02-11T10:05Z 26.9K followers, 31.6K engagements


"Silver backing futures keeps falling and is now 98.1M oz. Slower OI roll pushes the theoretical clearing date to March [--]. First Notice Day: Feb [--]. Last trading day: Mar [--]. The silver market remains extremely tight and the race against the clock just got more interesting. https://t.co/ln3HPAE88N https://t.co/ln3HPAE88N"  
[X Link](https://x.com/KarelMercx/status/2021856464315310316)  2026-02-12T07:58Z 26.9K followers, 64.1K engagements


"This guy is 100% sensationalism and its factually wrong. The big players on COMEX are legally responsible for orderly delivery. Thats why futures get rolled and banks call clients to say the silver will arrive a few months later. Mark my words: once todays roll data is out youll see a lot of March contracts closed and plenty of new contracts opened in May. https://twitter.com/i/web/status/2022349212063580224 https://twitter.com/i/web/status/2022349212063580224"  
[X Link](https://x.com/KarelMercx/status/2022349212063580224)  2026-02-13T16:36Z 26.9K followers, [--] engagements


"Thank you for your reply. $PSLV is a great investment. Because $PSLV is a closed-end fund its also a useful indicator for measuring sentiment. Right now you can buy $PSLV at a 5.2% discount to the silver price. During the last silver bull market it traded at a hefty premium. To me that suggests the silver bull market has only just started. https://twitter.com/i/web/status/2022352197434966214 https://twitter.com/i/web/status/2022352197434966214"  
[X Link](https://x.com/KarelMercx/status/2022352197434966214)  2026-02-13T16:48Z 26.9K followers, [---] engagements


"@MilesTaylor47 @rwhs99 Can you put this trade on Polymarket Id love to take the other side"  
[X Link](https://x.com/KarelMercx/status/2022622935404679467)  2026-02-14T10:44Z 26.9K followers, [--] engagements


"@Pierpao08661105 @ajaycan And thats exactly why silver has to go up"  
[X Link](https://x.com/KarelMercx/status/2022680667319161099)  2026-02-14T14:33Z 26.9K followers, [--] engagements


"$RIG and $VAL are becoming one. And both charts are going vertical. Energy investors are starting to price in shortages. The rest of the market Still stuck on the too much oil narrative. $VAL is pure leverage to the tightest market in oil Drillship dayrates hit $407000/day in Oct With all shipyards busy with LNG & containers no new drillships coming Setup for the strongest bull market in dayrates ever Each dollar higher goes straight to valaris bottom line https://t.co/yCaOvSDGhs $VAL is pure leverage to the tightest market in oil Drillship dayrates hit $407000/day in Oct With all shipyards"  
[X Link](https://x.com/KarelMercx/status/2022775606811689407)  2026-02-14T20:51Z 26.9K followers, [----] engagements

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