#  @ekwufinance Lukas Ekwueme Lukas Ekwueme posts on X about gold, silver, china, copper the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1554189979462557696/interactions)  - [--] Week [---------] -18% - [--] Month [----------] -27% - [--] Months [----------] +10,390% - [--] Year [----------] +6,087% ### Mentions: [---] [#](/creator/twitter::1554189979462557696/posts_active)  - [--] Week [---] +6% - [--] Month [---] +26% - [--] Months [-----] +542% - [--] Year [-----] +226% ### Followers: [------] [#](/creator/twitter::1554189979462557696/followers)  - [--] Week [------] +10% - [--] Month [------] +60% - [--] Months [------] +2,305% - [--] Year [------] +4,203% ### CreatorRank: [------] [#](/creator/twitter::1554189979462557696/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #2650 [countries](/list/countries) 26.37% [travel destinations](/list/travel-destinations) 5.47% [stocks](/list/stocks) #2358 [technology brands](/list/technology-brands) 2.49% [currencies](/list/currencies) 1.49% [financial services](/list/financial-services) #45 [social networks](/list/social-networks) 1% [cryptocurrencies](/list/cryptocurrencies) 0.5% [celebrities](/list/celebrities) 0.5% **Social topic influence** [gold](/topic/gold) #609, [silver](/topic/silver) #539, [china](/topic/china) #1482, [copper](/topic/copper) #464, [ai](/topic/ai) #6084, [we are](/topic/we-are) #2104, [the world](/topic/the-world) #3393, [market](/topic/market) #1744, [commodities](/topic/commodities) #209, [trade](/topic/trade) #1407 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@graphcall](/creator/undefined) [@carlofabio1](/creator/undefined) [@tarsi_thoughts](/creator/undefined) [@moscow2dxb](/creator/undefined) [@imdavidbryan](/creator/undefined) [@ales_kralj14](/creator/undefined) [@brokentoysinv](/creator/undefined) [@pandadaytona](/creator/undefined) [@chill02021](/creator/undefined) [@soarffalcon](/creator/undefined) [@zackbro74245761](/creator/undefined) [@fxgold_analyst](/creator/undefined) [@renatodxblife](/creator/undefined) [@arbitrage789](/creator/undefined) [@starwayssharma](/creator/undefined) [@irresistbly_k](/creator/undefined) [@simonnextclick](/creator/undefined) [@bullhorn888](/creator/undefined) [@avandyc](/creator/undefined) **Top assets mentioned** [Morgan Stanley (MS)](/topic/morgan-stanley) [Honeywell International Inc (HON)](/topic/honeywell) ### Top Social Posts Top posts by engagements in the last [--] hours "Precious metals analyst Michael Oliver: Gold and silver miners are the cheapest assets in the world. Gold and silver miner index as a percentage of gold: - 1984-2008: Average was 25% - Since 2015: Trading in a tight 4-8% range In other words gold and silver miners would need to rise [--] relative to gold just to return to the 1984-2008 average. The miners will massively outperform the metals. https://twitter.com/i/web/status/2020564717333279181 https://twitter.com/i/web/status/2020564717333279181" [X Link](https://x.com/ekwufinance/status/2020564717333279181) 2026-02-08T18:25Z 24.4K followers, 77.5K engagements "The AI revolution is running into physical limits By 2030: - 40% of AI data centers are expected to use onsite power generation - Up 3x from [--] yr ago - 27% are expected to run fully on onsite generation - Up 27x from [--] yr ago And this trend is accelerating. The real question isnt demand for AI. Its who supplies the power. - Gas turbines are sold out through [----] - Nuclear plants take [--] yrs to build - Solar + BESS cannot fully run AI data centers - Diesel generators are one of the few near-term options Power remains the true bottleneck. https://twitter.com/i/web/status/2020908641507848618" [X Link](https://x.com/ekwufinance/status/2020908641507848618) 2026-02-09T17:12Z 24.4K followers, [----] engagements "The old trade and monetary system is breaking. - Chinese exports to the US are just 7.5% - Down from 60% just [--] yrs ago - A generation low The US offshored its industrial base to China in exchange for cheap imports only for China to now export those products to ASEAN countries while retaining the US industrial base. - The weaponization of the USD - The weaponization of the SWIFT system - The weaponization of the American consumer Made one thing clear: any dependence on the US will be weaponized at some point in the future. A new trade and monetary system is no longer optional. it is a matter" [X Link](https://x.com/ekwufinance/status/2021237074376982706) 2026-02-10T14:57Z 24.4K followers, 14.4K engagements "Germanys export model is failing. - Germanys chemical production is plunging - Industrial capacity utilization is below 70% and still falling - Capacity has been below the break-even threshold for two years Germanys entire business model was exporting energy-intensive products. By adopting self-destructive energy policies Germany has successfully undermined its own industrial base. https://twitter.com/i/web/status/2004961788870230093 https://twitter.com/i/web/status/2004961788870230093" [X Link](https://x.com/ekwufinance/status/2004961788870230093) 2025-12-27T17:05Z 24K followers, 57.8K engagements "The easy copper is gone. New supply now requires: - Deeper drilling - Lower ore grades - Smaller more complex deposits That means higher costs longer timelines and more capital risk. Which is exactly why copper remains one of the most attractive long-term setups in commodities https://twitter.com/i/web/status/2005711232297263232 https://twitter.com/i/web/status/2005711232297263232" [X Link](https://x.com/ekwufinance/status/2005711232297263232) 2025-12-29T18:43Z 24K followers, 42.9K engagements "Bearish oil sentiment is reaching unprecedented levels. Net oil positions are now lower than during the height of the lockdowns even though prices are 50% higher. Meanwhile: - Permian oil production is down yoy - OPEC spare capacity is almost gone - Geopolitical tensions are rising - Demand is hitting all-time highs Oil is the most asymmetric trade out there. https://twitter.com/i/web/status/2006440785755943164 https://twitter.com/i/web/status/2006440785755943164" [X Link](https://x.com/ekwufinance/status/2006440785755943164) 2025-12-31T19:02Z 22.8K followers, 38.5K engagements "Critical minerals are set for a historic bull market Western stockpiles could create significant new demand for critical minerals - The US is moving to create a $2.5 billion critical minerals stockpile. - Allied nations can join if they contribute at least $100 million - Profits from mineral sales are reinvested into the stockpile - It could create a Western price for strategic minerals at 2x China prices We have entered the age of critical minerals https://twitter.com/i/web/status/2012949444841324988 https://twitter.com/i/web/status/2012949444841324988" [X Link](https://x.com/ekwufinance/status/2012949444841324988) 2026-01-18T18:05Z 22.7K followers, 45.7K engagements "Copper is about to enter a supercycle The main driver for copper cycles over the past [---] years of copper price history is that copper prices rise: - With increased industrialization and electrification - During times of war or supply chain disruptions - During post-war rebuilding This exactly resembles our current situation just on a much larger scale. - The West has to rebuild its industrial base to gain independence from China - The world has effectively committed to electrifying everything - Rebuilding Ukraine and Gaza will require massive amounts of copper Demand for copper is off the" [X Link](https://x.com/ekwufinance/status/2014352938580210023) 2026-01-22T15:02Z 23.1K followers, 116.9K engagements "Venezuelan oil wont flood the market - US companies would need to spend 100B+ to rebuild Venezuelas infrastructure - In a country that has seized their assets multiple times - To produce oil that breaks even at $80 - Without any security guarantees ExxonMobils CEO said it perfectly: Venezuela is uninvestable. US HAS NO PLANS TO OFFER SECURITY GUARANTEES TO OIL COMPANIES THAT PLAN TO OPERATE IN VENEZUELA US HAS NO PLANS TO OFFER SECURITY GUARANTEES TO OIL COMPANIES THAT PLAN TO OPERATE IN VENEZUELA" [X Link](https://x.com/ekwufinance/status/2014360156767683045) 2026-01-22T15:31Z 22.7K followers, [----] engagements "Honeywell CEO: Renewables replacing fossil fuels is physically impossible - Energy mix doesnt matter - Energy intensity matters - Renewables cant produce energy-intensive products In other words the push for renewables is a push for deindustrialization of energy-intensive industry. https://twitter.com/i/web/status/2014670052226642319 https://twitter.com/i/web/status/2014670052226642319" [X Link](https://x.com/ekwufinance/status/2014670052226642319) 2026-01-23T12:02Z 22.9K followers, 170.4K engagements "Trump increases military spending by $600B - He told Raytheon not to practice buybacks or dividends - Focus should be weapons manufacturing capacity This increases the demand for critical minerals and commodities at a time where China which is dominating the space tightens exports. This commodity/critical mineral bull cycle is just getting started. https://twitter.com/i/web/status/2015031666188648937 https://twitter.com/i/web/status/2015031666188648937" [X Link](https://x.com/ekwufinance/status/2015031666188648937) 2026-01-24T11:59Z 22.6K followers, [----] engagements "The Permian isn't a oil basin. it's a water basin. For every barrel of oil in the Permian [---] barrels of water come up with it. Its not just a water problem. its a clear sign of shales looming doom. (Thread)" [X Link](https://x.com/ekwufinance/status/2015154230726742258) 2026-01-24T20:06Z 22.6K followers, 51.8K engagements "Silver premiums in China and India are surging. - Shanghai: $114 - India: $114 - Western markets: $103 Thats an $11 premium. Theres now a strong incentive to drain Western silver inventories and ship them to China and India. Silver prices could do stupid things" [X Link](https://x.com/ekwufinance/status/2015389538172944557) 2026-01-25T11:41Z 22.4K followers, 51.6K engagements "Chamath's best trade is not a tech stock. its copper. I dont usually agree with him but not this time. - Copper is required across the entire economy - The market underestimates how severe the shortage is - There is no viable substitute - By [----] supply is projected to be 70% short Copper is the best pick for [----]. https://twitter.com/i/web/status/2015516630860632067 https://twitter.com/i/web/status/2015516630860632067" [X Link](https://x.com/ekwufinance/status/2015516630860632067) 2026-01-25T20:06Z 24.2K followers, 490.9K engagements "Rare earths bull thesis in a nutshell - China controls 60% of RE mining - 90% of RE refining - REs are used for everything from AI to defense In other words no Chinese RE = no war and no AI revolution. China is dominating the space through low-cost production enabled by no ESG mandates and access to state subsidies. To regain independence the US is offering offtake prices 2x the China price for some producers and it would have to do this across the board. This would turn a largely bankrupt industry into a cash cow. https://twitter.com/i/web/status/2015847803633672388" [X Link](https://x.com/ekwufinance/status/2015847803633672388) 2026-01-26T18:02Z 22.5K followers, 22.1K engagements "Trump will ignite a commodity bull market. Washington is determined to gain independence from Chinese-processed critical minerals and their derivative products (PCMDPs) and to build alternative supply chains. China controls 60-90% of global strategic mineral mining and processing. These minerals are vital to modern life including the defense industry. In other words without access to Chinese minerals much of our economy would revert toward a pre-industrial state. To regain independence the West must spend massive amounts of capital and resources. at a time when commodities have been" [X Link](https://x.com/ekwufinance/status/2016163613686272440) 2026-01-27T14:57Z 22.3K followers, [----] engagements "Gold has replaced US Treasuries as the safe-haven asset. - Since the [----] peak of the COVID crisis: - US 30-year bonds lost 50% - Gold surged 3x Despite Fed cuts long-term bond yields will not fall because trust in the US and the dollar is waning. This has not happened in the last [--] years. Meaning no one in their professional career has witnessed such a dynamic at play. Many may think this is transitory but once they realize this is the new paradigm the great rotation into gold and hard assets will begin. The new paradigm is here. Position accordingly." [X Link](https://x.com/ekwufinance/status/2016190782370156913) 2026-01-27T16:45Z 23.9K followers, [----] engagements "This commodity bull market is different. Nearly all electrification pathways depend on Chinese-controlled supply chains. - Data centers - need Chinese inputs - Reshoring - need Chinese inputs - Dont like the dependence and choose war - still require Chinese supplies China doesnt just dominate critical mineral production. It controls the vast majority of refining. Thats the choke point. The only way to regain independence is to: - Massively subsidize alternative supply - Build parallel refining capacity - Accept higher costs in the process That response creates a powerful tailwind for: -" [X Link](https://x.com/ekwufinance/status/2016211439619289350) 2026-01-27T18:07Z 22.3K followers, 18.1K engagements "China is building a separate financial infrastructure. with gold at the center - Hong Kong will link gold trading with Shanghai. - This connects offshore markets to Chinas gold system. - It bypasses Western clearing and pricing centers. Gold matters because it removes counterparty risk. - Currencies rely on trust in issuing authorities. - Asset seizures proved reserves abroad can be frozen. - That permanently raised the risk of dollar holdings. China is responding by building a parallel monetary system. Trade is increasingly settled in yuan instead of dollars and recipient countries are given" [X Link](https://x.com/ekwufinance/status/2016465375324475721) 2026-01-28T10:56Z 22.4K followers, 16.8K engagements "Shanghai silver premium is widening. Demand for silver in China remains very strong" [X Link](https://x.com/ekwufinance/status/2016487527322911195) 2026-01-28T12:24Z 22.4K followers, [----] engagements "Cameco CEO: Nuclear power is now an urgency. - Climate security - Energy security - National security All roads lead to the same conclusion: Nuclear must be built out rapidly" [X Link](https://x.com/ekwufinance/status/2016559505882919342) 2026-01-28T17:10Z 23K followers, [----] engagements "What a wonderful day to be a commodity investor" [X Link](https://x.com/ekwufinance/status/2016827628318003201) 2026-01-29T10:55Z 22.9K followers, [----] engagements "Ray Dalio: On the current macro picture - The current monetary regime is unsustainable - New rising powers are threatening US dominance - If the situation isnt handled properly it will be worse than a recession In these times where trust is eroding and crisis points are emerging you want to own hard assets: - Commodities - Precious metals - Energy The building blocks of our society. Take every major crisis: - 1930-40: commodities outperformed - 1970-80: commodities outperformed - 2000-2011: commodities outperformed The natural hedge to the craziness around us is commodities." [X Link](https://x.com/ekwufinance/status/2016899959170187693) 2026-01-29T15:43Z 23K followers, 37.7K engagements "Commodity supply is structurally broken New mine development has collapsed: - Copper: [----] peak - down 90% - Iron ore: [----] peak - down 90% - Nickel: [----] peak - down 80% - Gold: [----] peak - down 60% Yet production kept rising. Expanding existing already-permitted mines was easier cheaper and faster than building new ones. Companies squeezed every last ton out of their assets. That phase is now over. Expansion alone can no longer meet demand. The world needs new mines. badly. There is no quick fix. It takes [--] years from discovery to production. Even an immediate reversal would only deliver" [X Link](https://x.com/ekwufinance/status/2016936452819472393) 2026-01-29T18:08Z 23.1K followers, 26K engagements "Sprott is getting ready to squeeze the uranium market Sprott may issue up to 2B worth of stock to buy uranium over the next [--] months. Thats the equivalent of 50% of the [----] spot market volume at todays prices" [X Link](https://x.com/ekwufinance/status/2016965403658825775) 2026-01-29T20:03Z 23.4K followers, 194.9K engagements "The rumored new Fed chair. - He says the Fed should stay out of politics - Trump wants the Fed to support his politics If he becomes the new Fed chair expect him to bow to Trumps demands" [X Link](https://x.com/ekwufinance/status/2017177802827555033) 2026-01-30T10:07Z 23.1K followers, 45.4K engagements "Supply chain wars are in full swing. Chinas dominance in rare earth mining and processing has sent a shockwave through the US administration. They are now trying to regain independence. - Meeting allies to de-Chinafy - The trade war - Subsidizing mining and processing facilities - Strategic metal stockpiles These are all measures to loosen Chinas chokehold. This issue is a top priority and will be the defining investment trend of the next decade. https://twitter.com/i/web/status/2017193905846972856 https://twitter.com/i/web/status/2017193905846972856" [X Link](https://x.com/ekwufinance/status/2017193905846972856) 2026-01-30T11:11Z 24K followers, [----] engagements "Copper supply disruptions wont stop Striking contract workers are blocking a critical road to Chiles Escondida Mine and Zaldvar Mine. Escondida is the largest copper mine in the world responsible for 5% of global copper production" [X Link](https://x.com/ekwufinance/status/2017251277894262797) 2026-01-30T14:59Z 23.1K followers, 13.1K engagements "Silver juniors are cheap relative to the price of silver - Silver juniors-to-silver ratio is at [----] lows - Silver producers-to-silver ratio is also low The market doesnt believe in higher silver prices. This reminds me of [----] when gold was surging higher but miners lagged behind. only to start a brutal catch-up rally in [----]. Buying silver juniors now is like buying gold producers in 2024" [X Link](https://x.com/ekwufinance/status/2017267911031701707) 2026-01-30T16:05Z 23.8K followers, 14.9K engagements "The silver market has fundamentally changed. Industrial demand for silver is surging: - 2016: 47% - 2026: 67% Meanwhile we reached peak silver production in [----] which led to [--] consecutive years of silver deficits. These deficits erased the equivalent of [--] year of global silver mine production. At the same time silver is becoming a matter of national security. - No silver = no AI - No silver = no military In these sectors access to silver is more important than price. The combination of surging deficits and the inability to ramp up production quickly raises the likelihood of silver" [X Link](https://x.com/ekwufinance/status/2017282243543150872) 2026-01-30T17:02Z 22.4K followers, 20K engagements "Shanghai silver premium: $31 China will gladly take physical delivery of all the paper gold you are selling" [X Link](https://x.com/ekwufinance/status/2017291398907592923) 2026-01-30T17:38Z 23.6K followers, 30.8K engagements "The easy oil is gone. Over the years it has become increasingly more difficult to find new oil which led to an average increase of five years from exploration to development. New average [--] years Explore now - produce oil in 2046" [X Link](https://x.com/ekwufinance/status/2017299359784648710) 2026-01-30T18:10Z 23.8K followers, [----] engagements "Tether plans 1015% gold holdings in 2026" [X Link](https://x.com/ekwufinance/status/2017326781221523530) 2026-01-30T19:59Z 22.4K followers, [----] engagements "Shanghai premium is at 39%. India is at 30%. Guess where physical is going" [X Link](https://x.com/ekwufinance/status/2017346310790173086) 2026-01-30T21:16Z 23.6K followers, 120.4K engagements "If the dollar loses reserve status gold could surpass $39K. - Global M0 divided by gold reserves: $39K per oz - Global M2 divided by gold reserves: $184K per oz - Kazakhstan and Russia have enough gold to peg their currencies to gold - China needs 325M oz more to peg its currency to gold BRICS are stacking gold for the ongoing clash between BRICS vs. the West. Gold will become the preferred reserve asset in this environment. https://twitter.com/i/web/status/2017552533389017120 https://twitter.com/i/web/status/2017552533389017120" [X Link](https://x.com/ekwufinance/status/2017552533389017120) 2026-01-31T10:56Z 24.1K followers, 29.1K engagements "The biggest bottleneck for AI is energy - European utilities received [---] GW of connection requests for new data centers - Thats the equivalent of 90% of the EUs power demand - In the US alone data center demand has 2xd electricity costs in [--] years Adding the required electricity generation and expanding the grid infrastructure isnt easy. It requires time enough skilled workers and access to minerals. all of which are in question. - Gas power plant construction time increased: from [---] years - [--] years - Nuclear power plants: [--] years - Transmission lines for the grid take [--] years to build To" [X Link](https://x.com/ekwufinance/status/2017568372418896329) 2026-01-31T11:59Z 23.3K followers, 13.1K engagements "Copper deficits are piling up - From [----] onward deficits widen through [----] - From [----] annual deficits exceed [--] mt - Thats 50% of todays mine supply Cumulative deficits reach [--] mt or more than [--] years of global mine supply. Coppers supply-demand model is broken" [X Link](https://x.com/ekwufinance/status/2017613421160608016) 2026-01-31T14:58Z 23.1K followers, 19K engagements "Ray Dalio: The global order is breaking - The monetary order is breaking - Geopolitical conflicts are surging On the monetary side: The seizure of Russian assets has led central banks to prioritize gold over US Treasuries resulting in a massive outperformance of gold vs stocks while bonds have lost their safe-haven status. On the geopolitical side: The trade war and the US policy of dominance at all costs have alienated many countries around the world. The US is coercing the very countries that are financing the US via Treasuries. This relationship is inherently unsustainable. As long as the" [X Link](https://x.com/ekwufinance/status/2017625410763104586) 2026-01-31T15:45Z 24K followers, 18.9K engagements "2026 will be the next inflationary surge. This time caused by higher commodity and energy prices: - Oil up 12% YTD - Gas up 100% - Copper up 10% - Silver up 15% - Aluminum up 27% At the same time the next Fed chairman will run this market hot. You do not own enough hard assets. https://twitter.com/i/web/status/2017676083710083384 https://twitter.com/i/web/status/2017676083710083384" [X Link](https://x.com/ekwufinance/status/2017676083710083384) 2026-01-31T19:07Z 23K followers, 11.5K engagements "We have entered a commodity supercycle. - Global mining stocks gained 90% since [----] - MAG7: 25% - Semiconductor index (SOX): 60% Not even AI can keep up with mining. The world is slowly waking up to the fact that you cannot build anything without mining the necessary materials first. The global race to secure resources will provide a massive tailwind for the commodity space. https://twitter.com/i/web/status/2017916688805617853 https://twitter.com/i/web/status/2017916688805617853" [X Link](https://x.com/ekwufinance/status/2017916688805617853) 2026-02-01T11:03Z 23.8K followers, 12.9K engagements "Largest silver retail dealer Baird & Co has closed its online shop. Despite the massive paper shorting on Friday physical markets are still in deficit" [X Link](https://x.com/ekwufinance/status/2017917829790519727) 2026-02-01T11:07Z 24.2K followers, 13K engagements "Chinas largest e-commerce platform is selling: - Gold bars for $5700 - Silver for $163 While paper shorts are depressing Western prices physical demand in Asia remains strong. How long till we ship all our gold and silver to Asia During the tumble of PM prices how about the price of the investment gold bar price on China's largest e-commerce platform https://t.co/q7AqLyd8M1 The gold bar is equivalent to $5720.79/oz and the silver bar is equivalent to $163.35/oz today. https://t.co/QRdCqK3uxO During the tumble of PM prices how about the price of the investment gold bar price on China's largest" [X Link](https://x.com/ekwufinance/status/2017929376109592727) 2026-02-01T11:53Z 22.4K followers, 64.3K engagements "Venezuela wont flood the market with oil. More cold ice from Morgan Stanley with regard to Venezuelas oil production: - Over [--] years a [------] kbpd increase is possible - Potentially [---] mbpd over the next decade To reach that level producers would need to deal with: - Hundreds of billions in CapEx spending - Security concerns - Questions about the legality of the US capturing Maduro - Long-term political stability Considering all the risks massive production increases are questionable at best. The oil market remains dangerously tight https://twitter.com/i/web/status/2017930253008572498" [X Link](https://x.com/ekwufinance/status/2017930253008572498) 2026-02-01T11:57Z 23.1K followers, [----] engagements "No copper = no AI - Amazon signed a 2-year supply contract to source copper - The project would produce [--] kt of copper cathode over [--] years - Thats not even enough to build one large data center This has never been done before but it shows that we have entered a new era. Access to resources money to buy those resources. With copper deficits persisting expect more industries to secure supplies directly leaving less copper available for the rest of the world at a time when copper demand is off the charts. The age of copper is about to begin. https://twitter.com/i/web/status/2017976819283009915" [X Link](https://x.com/ekwufinance/status/2017976819283009915) 2026-02-01T15:02Z 24.1K followers, 81.3K engagements "This gold bull market is different: Central banks and stablecoin providers have entered in a big way. Tether has purchased as much gold as China this year. The magnitude and duration of this gold bull market will surprise everyone" [X Link](https://x.com/ekwufinance/status/2018037720002494877) 2026-02-01T19:04Z 24.2K followers, 17.8K engagements "Global copper inventories are plunging. - Copper inventories are down 60% since the [----] high - They only cover [--] days of copper consumption - Long-term average is [--] days - We are 80% below that Copper deficits are piling up" [X Link](https://x.com/ekwufinance/status/2018053315418886408) 2026-02-01T20:06Z 24.2K followers, 28.7K engagements "Shanghai silver price: [---] - 102$ Western silver price: [--] - 73$ This will be an interesting week" [X Link](https://x.com/ekwufinance/status/2018219691823583608) 2026-02-02T07:07Z 24K followers, 18.9K engagements "The oil glut is falling apart in real time. - Instead of OPEC flooding the market exports are shrinking - US shale oil production is down year over year - Global oil demand is hitting all-time highs I remain long oil for the long term" [X Link](https://x.com/ekwufinance/status/2018337941555196317) 2026-02-02T14:57Z 22.3K followers, 15.8K engagements "The US is working on a rare earth pricing system with its allies to reduce Chinas dominance" [X Link](https://x.com/ekwufinance/status/2018352788518945196) 2026-02-02T15:56Z 23.8K followers, 15.5K engagements "The silver crash was caused by massive paper shorting. - [---] billion oz were traded - Annual mine production is [---] million oz of silver - More than double global mine production was traded in a few hours Meanwhile the physical market remains tight with multiple dealers rationing silver through different mechanisms" [X Link](https://x.com/ekwufinance/status/2018394402926813274) 2026-02-02T18:41Z 24.2K followers, 17.4K engagements "The average size of oil discoveries is plummeting. - 1970s avg: [---] mboe fields - 2010s avg: [--] mboe - A [--] % decrease Guyana is a rare exception" [X Link](https://x.com/ekwufinance/status/2018748133778321688) 2026-02-03T18:07Z 24.2K followers, [----] engagements "Gold is the ultimate safe-haven asset While most people track the USD price of gold they often forget other currencies. - Gold in Indian rupees is up 5x over the last [--] years - Gold in USD is up 1.6x over the same period Gold has been attractive in USD terms but it has been a lifesaver in less stable currencies. https://twitter.com/i/web/status/2018761239942328824 https://twitter.com/i/web/status/2018761239942328824" [X Link](https://x.com/ekwufinance/status/2018761239942328824) 2026-02-03T18:59Z 24.3K followers, 16.4K engagements "Investors are historically bearish on oil. Only the lockdown when prices briefly went negative exceeded todays level of pessimism. Meanwhile we have: - Almost weekly attacks on Russian oil infrastructure - A regime-change attempt in Iran - E&Ps cutting CapEx at current price levels In a cyclical market you want to position yourself at peak bearish sentiment. I believe we are there now. Current price levels are not sustainable. https://twitter.com/i/web/status/2019002061803622771 https://twitter.com/i/web/status/2019002061803622771" [X Link](https://x.com/ekwufinance/status/2019002061803622771) 2026-02-04T10:56Z 24.1K followers, 17K engagements "Shanghai silver: $105 Western silver price: $90 Shanghai premium: $15 Chinas silver demand remains strong" [X Link](https://x.com/ekwufinance/status/2019034681962844433) 2026-02-04T13:05Z 24K followers, [----] engagements "The oil supply-demand model is broken: - Conventional discoveries are down 60% since [----] - Down 90% since [----] - 80% of producing fields are past their peak In other words we are squeezing more and more out of existing fields. At the same time global decline rates are surging: - Decline rates have doubled since [----] - A total of [--] mbpd That is the equivalent of losing the entire output of the 4th-largest oil producer every year. At some point we will not have enough oil to meet future demand without new fields" [X Link](https://x.com/ekwufinance/status/2019079597577441718) 2026-02-04T16:04Z 24K followers, 33.3K engagements "Silver shortage in Dubai - Buyers are paying 15% premiums - Physical inventories are depleted - When metal appears it is bought immediately More importantly suppliers are unwilling to guarantee future deliveries. This is what stress looks like in a physical market: - Rising premiums - Vanishing inventories - Uncertain supply timelines We are witnessing the return of the physical world https://twitter.com/i/web/status/2019129251128070237 https://twitter.com/i/web/status/2019129251128070237" [X Link](https://x.com/ekwufinance/status/2019129251128070237) 2026-02-04T19:21Z 24.2K followers, 10.7K engagements "Paper silver and physical silver are at war - Paper shorts pushed silver prices down 22% in [--] hrs. - At the same time the physical market is being drained every day. The most telling signal is coming from the COMEX. - Normally only 13% of contracts settle physically - Now we are seeing 100% physical settlement You cant build AI data centers or missiles with paper silver. The world is desperate for real silver. https://twitter.com/i/web/status/2019344836512342034 https://twitter.com/i/web/status/2019344836512342034" [X Link](https://x.com/ekwufinance/status/2019344836512342034) 2026-02-05T09:38Z 24.1K followers, 41.2K engagements "All roads lead to inflation In a decade: - Interest expense: set to double - Healthcare: up 80% - Social Security: up 70% - Defense: up 20% Together these grow faster than GDP pushing the deficit 30% higher. All of this assumes long-term CPI inflation of 2.4%. If inflation runs hotter even modestly spending rises faster deficits widen and financing costs jump. Which feeds inflation again. The risk of an inflationary surge remains elevated https://twitter.com/i/web/status/2019381811395051744 https://twitter.com/i/web/status/2019381811395051744" [X Link](https://x.com/ekwufinance/status/2019381811395051744) 2026-02-05T12:05Z 24K followers, [----] engagements "Narrative: China is flooding the world with EVs. Reality: 8/10 of Chinas top [--] car exporters sell mostly gasoline-powered vehicles. Even the IEA has pushed peak oil demand to [----]. Oil demand is a given. Supply is not" [X Link](https://x.com/ekwufinance/status/2019439969119412620) 2026-02-05T15:56Z 22.7K followers, [----] engagements "Sprott: The long hard-asset trade joins the debasement trade. - Persistent fiscal deficits and monetization - Liquidity injections - Financial repression With DOGE out of the way it is becoming more obvious by the day how the US government wants to solve the debt burden. via inflation. In this environment: - Hard assets outperform - Bonds and cash underperform Meanwhile the AI-driven CapEx boom and reshoring are adding multi-year structural demand for commodities. This spending is largely classified as national security meaning it must be made regardless of price. Portfolio construction is" [X Link](https://x.com/ekwufinance/status/2019502105610838076) 2026-02-05T20:03Z 23K followers, 12.2K engagements "Silver: another day another physical drain We are witnessing a growing disconnect between paper silver and physical silver. Paper shorts are pushing prices lower. Physical buyers are using those lower prices to drain available stockpiles. Paper can suppress price. Physical removes supply. The real question is simple: What happens to the price of silver when physical is no longer available https://twitter.com/i/web/status/2019697675776528628 https://twitter.com/i/web/status/2019697675776528628" [X Link](https://x.com/ekwufinance/status/2019697675776528628) 2026-02-06T09:00Z 24.1K followers, 17.7K engagements "Nvidia has permanently lost access to the worlds 2nd-largest AI market. US: You cant have our advanced chips. China: Fine well build our own. Nvidia to Trump: China is the biggest chip market ex US US: Okay China you can have our advanced chips. China: No thanks. Chinas ultimate goal is to become truly independent. call it sanction-proof. https://twitter.com/i/web/status/2019804597636763828 https://twitter.com/i/web/status/2019804597636763828" [X Link](https://x.com/ekwufinance/status/2019804597636763828) 2026-02-06T16:05Z 24.2K followers, [----] engagements "Robert Kiyosaki converted all his gold and silver into BTC [--] months ago. Since then: - Gold: up 70% - Silver: up 200% - BTC: down 10% BTC trades like a risk asset not like digital gold. You reduce risk by buying gold and increase it by buying BTC" [X Link](https://x.com/ekwufinance/status/2019818957411147830) 2026-02-06T17:02Z 24.2K followers, 25K engagements "Most of the time bonds dont hedge equities. Over the past [---] years on a 24-month rolling average: - Bonds moved with equities for [--] years - Hedged equities for just [--] years The belief that bonds hedge equities stems from the fact that the last [--] years saw a negative correlation. If youre looking to hedge both equity and geopolitical risk gold is becoming increasingly attractive. https://twitter.com/i/web/status/2019849896119902563 https://twitter.com/i/web/status/2019849896119902563" [X Link](https://x.com/ekwufinance/status/2019849896119902563) 2026-02-06T19:05Z 24K followers, [----] engagements "Rick Rule: After grading 100K portfolios here are the biggest mistakes people make: 1) They get the thesis right but underestimate the required timeframe 2) They do not do the actual work 3) They are not patient enough to let 10-baggers emerge Avoiding these mistakes will put you ahead of the crowd. - Almost every one of Ricks 10-100 baggers took [--] years - Within that timeframe he experienced a 50% share price decline You need to build the psychological fortitude to weather these periods. If you are getting no 10-baggers your chance of being a successful speculator is 0" [X Link](https://x.com/ekwufinance/status/2020127260276081149) 2026-02-07T13:27Z 24.2K followers, 45.3K engagements "@CarloFabio1 I am bullish on the whole PM sector" [X Link](https://x.com/ekwufinance/status/2020231111293423690) 2026-02-07T20:20Z 24.1K followers, [----] engagements "@albertaoilnut I wouldnt be surprised if the gold is gone. The latest batch of Epstein files raises serious questions" [X Link](https://x.com/ekwufinance/status/2020246082882846909) 2026-02-07T21:19Z 23.6K followers, [----] engagements "@mattredegar Almost everything priced in gold is in a massive bear market. Take the S&P its been in a bear market for [--] years" [X Link](https://x.com/ekwufinance/status/2020258814151537017) 2026-02-07T22:10Z 23.9K followers, [----] engagements "@martynday Besides the Fed the US would force pension funds insurers and banks to buy more" [X Link](https://x.com/ekwufinance/status/2020829243450798295) 2026-02-09T11:56Z 24.1K followers, [----] engagements "Gold demand is about to set a new all-time high Meanwhile gold production is growing at 1% annually" [X Link](https://x.com/ekwufinance/status/2020830870081319136) 2026-02-09T12:03Z 24.2K followers, 12.1K engagements "The Shanghai Futures Exchange is experiencing massive silver draws. - SHFE silver vaults were drawn down by 10% - This comes after a draw of 15% on Friday - [--] more draws like this and all their silver is gone While paper shorts are depressing prices physical buyers are using low prices to buy all the silver they can. https://twitter.com/i/web/status/2020877241090035830 https://twitter.com/i/web/status/2020877241090035830" [X Link](https://x.com/ekwufinance/status/2020877241090035830) 2026-02-09T15:07Z 24.2K followers, [----] engagements "TCW CEO: Worlds leading asset owners are diversifying away from US assets - They dont announce it but are looking for opportunities outside of the US - This will be a long-term trend Just to put that into perspective: - The US stock market accounts for 70% of global investable stocks - Even small flows diverted to ex-US alternatives would create massive moves The big rotation is upon us" [X Link](https://x.com/ekwufinance/status/2020921267801464949) 2026-02-09T18:02Z 24.2K followers, [----] engagements "Trumps focus is on nominal growth not real growth. With enough liquidity an economy can grow endlessly in nominal terms. This is not a new idea. it is the exact playbook used in the 1970s. During that period: - Inflation reduced brought debt-to-GDP down to 30% - Only after that adjustment did Volcker raise rates to kill inflation Nominal GDP looked strong but real growth was much weaker. Fast forward to today. The US is heavily indebted interest costs are exploding foreign demand for US debt is fading and reshoring industry is now a strategic necessity. None of that works under tight monetary" [X Link](https://x.com/ekwufinance/status/2021180543488884944) 2026-02-10T11:12Z 24.3K followers, [----] engagements "RT @ekwufinance: The West financialized while China industrialized - Before [----] GDP growth was constrained by energy. - More growth requ" [X Link](https://x.com/ekwufinance/status/2021719966563635365) 2026-02-11T22:56Z 24.2K followers, [--] engagements "Western silver prices pulled back from $120 to $105. Shanghai silver prices advanced from $134 to $136. Indian silver prices rose from $119 to $129. Asian buyers are paying a $10-$22 premium. Demand for physical silver is still strong" [X Link](https://x.com/ekwufinance/status/2017165707692146973) 2026-01-30T09:19Z 24.4K followers, 1M engagements "Chinas gold demand is strong. The combination of: - Central bank buying - Dedollarization - Safe-haven asset status Is leading Chinese citizens to buy physical gold" [X Link](https://x.com/ekwufinance/status/2019863482863059049) 2026-02-06T19:59Z 24.4K followers, [----] engagements "Robert Friedland: There is not enough electricity to power Americas high-tech ambitions. - Everything including AI is limited by energy. - Data centers are consuming the equivalent of Japans electricity consumption. - One ChatGPT search uses 30x more energy than a Google search. The US is massively short energy. Meanwhile energy is the most hated sector within the S&P while everyone loves AI there is no AI without energy. People are delusional. Energy is the pick-and-shovel approach to AI. https://twitter.com/i/web/status/2021553671201239524 https://twitter.com/i/web/status/2021553671201239524" [X Link](https://x.com/ekwufinance/status/2021553671201239524) 2026-02-11T11:55Z 24.4K followers, 17.8K engagements "Rebuilding the US military will ignite a massive commodity bull market The most important lesson of WW II was to design military applications so that the existing US industry could produce them en masse. Today the US designs them based on whats possible under ideal circumstances. In the IranIsrael war: - The US depleted 25% of its THAAD interceptors (air defense) - The US currently produces [--] per year and lost [---] interceptors In its current state the US cant hope to win a prolonged war against either China Iran or Russia. To be able to fight any of its peer competitors the US would need to" [X Link](https://x.com/ekwufinance/status/2022341341871566892) 2026-02-13T16:05Z 24.4K followers, [----] engagements "@unusual_whales The dream of owning a home is becoming increasingly out of reach for younger generations. Their only chance YOLO on Fart Coin" [X Link](https://x.com/ekwufinance/status/1871962356869484770) 2024-12-25T16:52Z 24.3K followers, [----] engagements "@KobeissiLetter China is used to tariffs. In the past they: - Imposed retaliatory tariffs - Targeted key sectors - Restricted U.S. companies - Devalued the Yuan - Diversified trade partners China has plenty of levers to pull" [X Link](https://x.com/ekwufinance/status/1885999486238945558) 2025-02-02T10:31Z 24.3K followers, 11.4K engagements "Forget data centers. The biggest driver of future electricity demand wont be AI itll be air conditioners in the developing world. For context: - The West represents [--] billion people - The developing world represents [--] billion people Their goal is to reach the same living standards as the West. You get there by increasing your energy consumption. Electricity production in the developing world is dominated by coal. Rising electricity demand = rising coal demand. If you want to analyze future energy demand growth focus on the [--] billion people raising their living standard" [X Link](https://x.com/ekwufinance/status/1974941277201301645) 2025-10-05T20:54Z 24.4K followers, 73.2K engagements "This is why copper shortages are inevitable. - Copper supply cant keep up with demand. - Over the past [--] years copper supply increased by [--] Mtpa We now need to add the same amount in just one decade. 1/3 of the time In the meantime: - 1990-2010: [---] large copper discoveries [----] Mt of copper - 2010-2025: [--] large discoveries [---] Mt of copper - Ore grades: 2% in [----] vs. 0.6% today. and still falling So the industry faces a double constraint: - Fewer discoveries - Lower-quality deposits Were exploring less. And each discovery delivers less metal. The copper supply picture is broken." [X Link](https://x.com/ekwufinance/status/2006748916503437553) 2026-01-01T15:26Z 24.4K followers, 277.9K engagements "Silver is outperforming silver miners. Silver miners are down 25% since the October high. Due to their operating leverage miners typically outperform the metal. But in rare cases the metal outperforms the miners. The same dynamic played out in [----] with gold vs. gold miners. https://twitter.com/i/web/status/2010064671479320877 https://twitter.com/i/web/status/2010064671479320877" [X Link](https://x.com/ekwufinance/status/2010064671479320877) 2026-01-10T19:02Z 24.3K followers, [----] engagements "Copper supply is collapsing as demand explodes. - Indonesia: [---] kt - Chile: [--] kt - Canada: [--] kt - Africa: [---] kt Thats [---] kt of lost supply. the equivalent of wiping out the worlds third-largest copper mine. Meanwhile demand is accelerating: - Electrification - AI infrastructure - Grid buildouts This is the worst possible combination. or the best when you are long copper - Supply disappoints. - Demand surprises. Thats why copper remains one of my favorite long-term bets" [X Link](https://x.com/ekwufinance/status/2011166696149499999) 2026-01-13T20:01Z 24.3K followers, 33.9K engagements "Copper supply is a mess. - Average copper grade in 1900: 2% - Expected average copper grade in 2030: 0.5% - A decline of 80% We now have to crush far more rock to extract the same amount of copper. This leads to: - Higher costs - Lower production - More complex projects Meanwhile major copper discoveries are in perpetual decline: - 1990-2014: [--] Mt discovered annually - 2014-2024: [--] Mt discovered annually - A decline of 90% We are in a copper supply crisis. https://twitter.com/i/web/status/2014049692137492600 https://twitter.com/i/web/status/2014049692137492600" [X Link](https://x.com/ekwufinance/status/2014049692137492600) 2026-01-21T18:57Z 24.4K followers, 37.3K engagements "The market is mispricing silver producers. - Hecla's profits surged 800%+ since [----] - Meanwhile the share price 500% over the same period. The gap between profits and prices is widening fast. This is not company-specific its sector-wide. - Higher prices flow directly into miner margins. - Fixed costs mean profits scale faster than revenues. - Equity markets have not repriced this operating leverage. Earning season for silver miners will be explosive https://twitter.com/i/web/status/2014082909313839164 https://twitter.com/i/web/status/2014082909313839164" [X Link](https://x.com/ekwufinance/status/2014082909313839164) 2026-01-21T21:09Z 24.3K followers, 38.5K engagements "US uranium production has collapsed. - US uranium production is 80% below its [----] peak - Uranium accounts for 20% of US electricity generation In other words roughly 20% of US electricity generation is now almost entirely dependent on imports. The US must boost domestic uranium supply. https://twitter.com/i/web/status/2016224538674016341 https://twitter.com/i/web/status/2016224538674016341" [X Link](https://x.com/ekwufinance/status/2016224538674016341) 2026-01-27T18:59Z 24.3K followers, 18.7K engagements "Rick Rule: On why he sold 80% of his physical silver. - He bought silver because it was hated - Now that it is no longer hated he sold it When the reason for owning an asset goes away the asset has to go away. - He sold physical silver to buy silver mining stocks - Silver miners are discounting $40 silver In other words even if silver corrects miners should outperform. Silver miners are at this point a superior speculation. https://twitter.com/i/web/status/2016465568946106595 https://twitter.com/i/web/status/2016465568946106595" [X Link](https://x.com/ekwufinance/status/2016465568946106595) 2026-01-28T10:57Z 24.3K followers, 337.3K engagements "Gold price needed to erase all government debt based on gold holdings - US: 141K - China: 63K - Russia: 4K - India: 26K - EU: 61K Gold is the only neutral reserve asset that is not needed for anything else. no industry is getting decimated by gold surging higher. Rising gold prices are the cure for global overindebtedness. https://twitter.com/i/web/status/2016921116460142709 https://twitter.com/i/web/status/2016921116460142709" [X Link](https://x.com/ekwufinance/status/2016921116460142709) 2026-01-29T17:07Z 24.3K followers, 62.2K engagements "Uranium is about to take out it's [----] high" [X Link](https://x.com/ekwufinance/status/2017241515379097693) 2026-01-30T14:20Z 24.3K followers, 12.1K engagements "China buys more gold than reported - In November they bought 10t and reported [---] - In September they bought 15t and reported [---] Chinas gold buying is an order of magnitude higher than reported" [X Link](https://x.com/ekwufinance/status/2017690944393383963) 2026-01-31T20:06Z 24.3K followers, 54.7K engagements "There is no commodity bull market without energy. We saw a tight correlation between energy and commodities until [----]. Commodities surged while energy went nowhere. I expect energy to follow commodities" [X Link](https://x.com/ekwufinance/status/2018280303039598637) 2026-02-02T11:08Z 24.3K followers, 35.4K engagements "We are in a commodity bull market and no one is positioned for it - Commodities vs financial assets are at a historic low - At the peak of the 2000s bull market the ratio was 8x higher - At the peak of the 1980s bull market the ratio was 45x higher Commodities remain ultra cheap vs financial assets. Since the 1980s interest rates and inflation steadily fell providing a tailwind for growth stocks. This lowered the risk-free rate (the US 10-year yield) and pushed investors further out the risk curve. Companies and real estate investors benefited as well they could refinance debt at ever-lower" [X Link](https://x.com/ekwufinance/status/2018294146763534733) 2026-02-02T12:03Z 24.3K followers, 32.8K engagements "Uranium is setting the stage for an upward swing Most people focus on the spot market which represents only 15% of the overall market. The term market is where the vast majority of uranium is sold. Uranium contracts currently being negotiated: - Floors in the 90s - Ceilings in the 160s - A rise of 20% in the last [--] months The floor is higher than the current spot price. Utilities are still short uranium and at some point in the near future will have to enter the market in size. Uranium is one of my top picks for the long term. https://twitter.com/i/web/status/2018640478766354823" [X Link](https://x.com/ekwufinance/status/2018640478766354823) 2026-02-03T10:59Z 24.3K followers, 33.4K engagements "We are entering a historic gold bull market. - Trump is threatening military intervention left and right - Europe is actively preparing for a war with Russia. War is always and everywhere inflationary. During the last major inflationary period gold briefly accounted for - 20% of global investable assets - Today that figure sits closer to 6%. If geopolitical conflict and inflation persist a return to previous allocation highs is not extreme. its consistent with history. Gold is being repriced for a world that is far less stable than investors assume." [X Link](https://x.com/ekwufinance/status/2018715697094803598) 2026-02-03T15:58Z 24.3K followers, [----] engagements "Citadel CEO: The area of recklessness is government spending around the world - All governments are spending above their means - The only hope to overcome this crisis is AI productivity gains But the constraint for AI is not capital but resources like: - Energy - Critical minerals - China controls the latter while the US is short on the former. The only true savior in our current situation is gold and hard assets. https://twitter.com/i/web/status/2018775886636470450 https://twitter.com/i/web/status/2018775886636470450" [X Link](https://x.com/ekwufinance/status/2018775886636470450) 2026-02-03T19:57Z 24.3K followers, 10.9K engagements "Silver physical market is extremely tight During the silver mass sell-off all paper shorts on the COMEX found buyers who demanded physical delivery. This is extraordinary as normally only 1-3% of contracts result in physical delivery. The silver sell-off was used to accumulate physical silver. https://twitter.com/i/web/status/2019002061614985316 https://twitter.com/i/web/status/2019002061614985316" [X Link](https://x.com/ekwufinance/status/2019002061614985316) 2026-02-04T10:56Z 24.3K followers, 36.5K engagements "JP Morgan: Gold to hit [----] by the end of the decade Private investor allocation just has to rise from 3% to 4.6% I wouldnt be surprised if a standard portfolio allocation ends up much higher" [X Link](https://x.com/ekwufinance/status/2019016915524452457) 2026-02-04T11:55Z 24.3K followers, 27.5K engagements "Rick Rule: Oil is hated so he is bullish. - Wall Street is using peak oil demand of [----] - The IEA has now pushed peak oil demand to [----] In other words Wall Street is massively underestimating oil revenues beyond [----]. The vilification of the oil industry has led major lenders to leave the space increasing the cost of capital. Oil companies globally are now underinvesting in their businesses by $12B per day in favor of returning cash to shareholders. The oil industry is living off investments made a decade ago: - Since [----] 90% of CapEx has been committed just to maintain current production" [X Link](https://x.com/ekwufinance/status/2019028208084009431) 2026-02-04T12:40Z 24.3K followers, 48.8K engagements "Trump is the president gold bugs always needed - His volatile character and random tweets - His trade war on friend and foe - His military operations - Him saying international law doesnt apply to him All of it is spreading uncertainty across financial markets. Long gold is the logical Trump trade. https://twitter.com/i/web/status/2019123112005017884 https://twitter.com/i/web/status/2019123112005017884" [X Link](https://x.com/ekwufinance/status/2019123112005017884) 2026-02-04T18:57Z 24.4K followers, [----] engagements "We have entered the age of copper. - EVs use [--] more copper than internal combustion vehicles - AI data centers require [--] more copper than traditional data centers - The EUs electrical grid expansion is projected to increase [--] Copper demand is surging while supply remains disappointing. https://twitter.com/i/web/status/2019156350270312454 https://twitter.com/i/web/status/2019156350270312454" [X Link](https://x.com/ekwufinance/status/2019156350270312454) 2026-02-04T21:09Z 24.3K followers, 12.4K engagements "Uranium spot prices are getting nuked. Good reminder that the spot market is largely irrelevant. Spot trading is mostly used by traders not utilities and represents only 15% of the total uranium market. Utilities buy uranium in the term market where prices have a floor in the $90s. In other words term prices are well above current spot prices Ignore the spot price and focus on the term market Over the long run uranium prices still have to move higher. https://twitter.com/i/web/status/2019424532155531741 https://twitter.com/i/web/status/2019424532155531741" [X Link](https://x.com/ekwufinance/status/2019424532155531741) 2026-02-05T14:55Z 24.4K followers, 17.1K engagements "This is a good reminder of how small the physical silver market really is and how easy it is to manipulate it - Paper silver to physical silver ratio: 408:1 - Annual silver production: $70B If just 0.25% of paper silver were settled in physical it would wipe out [--] year of global silver production. https://twitter.com/i/web/status/2019460186641928316 https://twitter.com/i/web/status/2019460186641928316" [X Link](https://x.com/ekwufinance/status/2019460186641928316) 2026-02-05T17:16Z 24.4K followers, 100.4K engagements "The oil market is heading into a supply cliff. - Upstream startups peaked around [--------]. - New capacity fell over 70% since that peak. - [----] startups approach near-zero levels. This matters because oil declines every year. - Existing fields decline 6% annually. - That equals [--] mbpd lost each year. - New projects no longer replace declines. Future production won't be enough to meet demand" [X Link](https://x.com/ekwufinance/status/2019473178574065983) 2026-02-05T18:08Z 24.4K followers, 17K engagements "Dedollarization: The yuan is steadily gaining share in global trade finance. - The yuan share rose from 2% in [----]. - It climbed to over 8% by early [----]. - That is a [--] increase in five years. This is a structural shift. - The steepest gains began after [----]. - Since then usage rose roughly +1-2% annually China increasingly settles trade in yuan especially with energy and commodity exporters reducing the for USD. At the same time the weaponization of the dollar system increased the risk of relying on Western clearing. The world is shifting into [--] competing blocks This shift comes at a time" [X Link](https://x.com/ekwufinance/status/2020089239728165143) 2026-02-07T10:56Z 24.3K followers, 11.7K engagements "The uranium supplydemand model is broken - India plans to 10x nuclear generation capacity by [----] reaching [---] GW - This would add [--] mlbs of annual uranium demand - Equivalent to roughly 30% of current global uranium production At the same time uranium supply is expected to decline over this period. This creates a projected cumulative deficit of 1.7B lbs. nearly 10x current annual uranium production. Uranium is one of my favorite long-term plays. https://twitter.com/i/web/status/2020203727970345324 https://twitter.com/i/web/status/2020203727970345324" [X Link](https://x.com/ekwufinance/status/2020203727970345324) 2026-02-07T18:31Z 24.4K followers, 17.1K engagements "GDP includes government spending. Government spending accounts for 40% of GDP. Increase that and you will increase GDP. Scott Bessent implied 8% GDP growth could be possible. https://t.co/rDohahIaRK Scott Bessent implied 8% GDP growth could be possible. https://t.co/rDohahIaRK" [X Link](https://x.com/ekwufinance/status/2020260682327855587) 2026-02-07T22:17Z 24.4K followers, [----] engagements "A historic natural resource bull market is no longer optional. its inevitable. The trade war with China made one reality impossible to ignore: the Western economic model broke itself. By offshoring production for margin expansion the US traded efficiency for dependency. China didnt just take manufacturing: it took control of - Processing - Refining - Downstream dominance. Whoever controls downstream industries controls upstream supply. Remove China out of the equation and critical systems collapse: defense manufacturing AI infrastructure advanced technology. US market valuations and its" [X Link](https://x.com/ekwufinance/status/2020574428602434044) 2026-02-08T19:04Z 24.4K followers, 18.3K engagements "Gold supplydemand model is broken Major gold discoveries are collapsing. - [--------] avg: [---] discoveries - [--------] avg: [---] discoveries - [--------] avg: [--] discoveries Despite much higher gold prices major discoveries are down 60% vs the [--------] period. In [--------] there were [--] major discoveries. this has never happened before. It takes: - [--] yrs from discovery to production - [--] yrs from exploration to production That means very few major deposits will enter production in the coming years. Even discoveries made today would not produce before [----]. At the same time central banks are" [X Link](https://x.com/ekwufinance/status/2020889502072410279) 2026-02-09T15:56Z 24.3K followers, 10.9K engagements "Energy stocks are breaking finally breaking out" [X Link](https://x.com/ekwufinance/status/2021153817790746827) 2026-02-10T09:26Z 24.3K followers, 11.8K engagements "Warsh will let the money printer go wild. But he said he wont do it. Here is Powell before he became Fed chair: - He criticized QE - Said it would never be enough for the market - Said Fed models will always show economic benefits - Argued those benefits are overstated Sounds reasonable right And then when push came to shove He printed like never before. and then some just to be sure. - It took the Fed over [---] years to amass a $4T balance sheet - It took Powell [--] years to double that In the end beliefs are meaningless when cracks start to emerge. They will always be filled with liquidity." [X Link](https://x.com/ekwufinance/status/2021165604888010899) 2026-02-10T10:13Z 24.4K followers, [----] engagements "We are heading into an oil supply crisis. - The only source of production growth over the past decade US shale is declining - 80% of producing fields are past their peak - We have underinvested in oil for over a decade At the same time our safety nets are largely gone. - The SPR is depleted - OPEC excess capacity is almost gone - DUCs are largely depleted Meanwhile by [----] we are expected to add [--] mbpd of demand where is it supposed to come from - It takes [--] years from exploration to first production - Meaning exploration today delivers oil in [----] The problem is simple: we are not" [X Link](https://x.com/ekwufinance/status/2021253361517969779) 2026-02-10T16:02Z 24.4K followers, 20K engagements "@chigrl That's why onsite power generation is surging" [X Link](https://x.com/ekwufinance/status/2021288459365761188) 2026-02-10T18:21Z 24.3K followers, [----] engagements "If winning the AI race means building endless data centers which country will win The country with: - critical minerals needed for data centers - the power to operate them Or the country that: - runs endless deficits to import resources - had two decades of zero electricity generation growth No critical minerals + energy no AI. https://twitter.com/i/web/status/2021598917184409647 https://twitter.com/i/web/status/2021598917184409647" [X Link](https://x.com/ekwufinance/status/2021598917184409647) 2026-02-11T14:55Z 24.3K followers, [----] engagements "RT @ekwufinance: Robert Friedland: There is not enough electricity to power Americas high-tech ambitions. - Everything including AI is" [X Link](https://x.com/ekwufinance/status/2021734818195661194) 2026-02-11T23:55Z 24.3K followers, [--] engagements "RT @ekwufinance: China is dominating rare earth PhD programs. the US is dominating LGBTQ classes. - Rare earth PhD programs in China: 15" [X Link](https://x.com/ekwufinance/status/2021797484880699689) 2026-02-12T04:04Z 24.3K followers, [--] engagements "RT @ekwufinance: Trump: He who has the gold makes the rules Putin: The US has no gold Maybe theres a reason there has never been an inde" [X Link](https://x.com/ekwufinance/status/2021814092403556832) 2026-02-12T05:10Z 24.3K followers, [--] engagements "RT @ekwufinance: Global oil decline rates are accelerating - Over the last generation decline rates have 2x - Driven mainly by the fast-" [X Link](https://x.com/ekwufinance/status/2021841014231638472) 2026-02-12T06:57Z 24.3K followers, [--] engagements "RT @ekwufinance: Ray Dalio: The world is on the brink of a capital war Money is being weaponized. - Trade embargoes - Blocking access to" [X Link](https://x.com/ekwufinance/status/2021858128808030680) 2026-02-12T08:05Z 24.3K followers, [--] engagements "RT @ekwufinance: Czechs piling up gold - They view gold as a safe haven given the geopolitical tensions - Gold sales rose 150-400% yoy - T" [X Link](https://x.com/ekwufinance/status/2021874228778123476) 2026-02-12T09:09Z 24.3K followers, [--] engagements "Rick Rule: Were in a bull market - dont waste it. - In the 1970s the gold price fell [--] times by 30% or more - 1971-1975: Gold increased 6x from $35 to $200 - In [----] gold fell from $200 to $100 Everyone shaken out at $100 missed the move to $850 by [----] You have to prepare yourself financially and psychologically for 20-50% pullbacks. You need to know your portfolio well enough that you have the conviction where price declines are opportunities instead of risks. The converse of that is that when you see price spike up you need to harvest gains. You have not made the money until you have taken" [X Link](https://x.com/ekwufinance/status/2017252986427191629) 2026-01-30T15:06Z 24.4K followers, 600.9K engagements "Morgan Stanley: Uranium is one of the preferred commodities in [----]. - Utilities are short uranium and are entering the spot market - Price target of $90/lb by Q3 The uranium market is set to outperform" [X Link](https://x.com/ekwufinance/status/2017661495794925773) 2026-01-31T18:09Z 24.4K followers, 33.4K engagements "Brien Lundin: Mining stocks are still undervalued. - Gold producers are printing money - Their P/E ratios are at the lowest levels in history - Large-cap gold miners are starting to outperform gold - Juniors are beginning to outperforming the majors Fortunes will be made especially in the junior mining sector. https://twitter.com/i/web/status/2019426386230808800 https://twitter.com/i/web/status/2019426386230808800" [X Link](https://x.com/ekwufinance/status/2019426386230808800) 2026-02-05T15:02Z 24.4K followers, 67.5K engagements "Commodities are breaking out" [X Link](https://x.com/ekwufinance/status/2019787997437133197) 2026-02-06T14:59Z 24.4K followers, 36.4K engagements "Data center cancellations and postponements are surging - [--] in December [--] vs 1-6 per month in the previous [--] months - January [--] has already reached [--] Ambitions are meaningless when access to resources is the constraint. - Newton County GA: Meta accounts for 10% of water consumption - By 2030: data centers could consume the equivalent of 10m Americans - Louisiana: a data center under construction needs [--] new fossil-fueled power plants Dominion Energy wants to add [--] GW of data centers to a grid that can handle peak demand of [--] GW. a 50% gap. Hard assets are the basis of everything if we" [X Link](https://x.com/ekwufinance/status/2020560618391044419) 2026-02-08T18:09Z 24.4K followers, [----] engagements "Asian retail investors are pilling into silver" [X Link](https://x.com/ekwufinance/status/2021312533324251326) 2026-02-10T19:57Z 24.4K followers, 15.4K engagements "SHFE changed the rules to prevent silver price manipulation. The near-delivery period is typically low in volume dominated by participants who intend to settle in physical. This makes it the perfect window for aggressive paper shorting to suppress prices. It was no coincidence that the silver flash crash occurred on the very last trading day of January. This flash crash was not caused on the SHFE but spread later and suppressed prices. To prevent such an event in the future the SHFE reduced hedging allowances in that critical period to [--] for certain client categories beginning on the last" [X Link](https://x.com/ekwufinance/status/2022011074946478343) 2026-02-12T18:13Z 24.4K followers, [----] engagements "Retailers are buying the dip in gold. - Australia - Singapore - Thailand Are queuing to buy gold. With MKS PAMP SA a leading bullion brand sold out for the day" [X Link](https://x.com/ekwufinance/status/2018292733375316068) 2026-02-02T11:57Z 24.4K followers, 14.9K engagements "Copper deficits are increasing. By 2040: - Copper demand surges to [--] Mt - Copper supply is expected to fall by [--] Mt - Leading to a [--] Mt copper deficit Copper prices are set to rise even further" [X Link](https://x.com/ekwufinance/status/2019062236929523893) 2026-02-04T14:55Z 24.4K followers, 11.9K engagements "Chinas chokehold on critical minerals is bullish for all commodities. - China dominates refining of [--] out of [--] critical minerals - With an average market share of 70% - Over 50% of these minerals are now subject to export controls The world is heavily dependent on Chinese minerals. Export controls introduced last April forced automotive factories around the world to cut utilization rates or temporarily shut down. Gaining independence from China is not easy: - You need to reshore industry - Expand the grid - Subsidize mining In short this would ignite the mother of all mining bull markets." [X Link](https://x.com/ekwufinance/status/2019140244843421903) 2026-02-04T20:05Z 24.4K followers, [----] engagements "Gold is replacing US bonds as the safe-haven asset. - We have reached [--] months of drawdowns with no end in sight - A maximum monthly drawdown of 17% - US 10-year bond drawdown since 2020: 50% - Meanwhile gold is up 3x For comparison when Volcker raised interest rates to 20% in [----] it led to: - [--] months of drawdowns - A maximum monthly drawdown of 13% Traditional portfolio construction with 60% equities and 40% bonds does not work in this new era. Current US gold holdings in portfolios are 1.4%. Now imagine what would happen to the price of gold if even a portion of the 40% bond allocation" [X Link](https://x.com/ekwufinance/status/2019366473731342796) 2026-02-05T11:04Z 24.4K followers, [----] engagements "Inflation just got a second wind. The Fed has agreed to purchase $40 billion in Treasuries per month. Heres how it works: - The Fed creates money to buy Treasuries - The Treasury spends that money into the economy via deficits The result: - Money supply expands - Inflationary pressures increase Elevated inflation will be the dominant macro trend in the coming years. https://twitter.com/i/web/status/2019457809251803422 https://twitter.com/i/web/status/2019457809251803422" [X Link](https://x.com/ekwufinance/status/2019457809251803422) 2026-02-05T17:07Z 24.4K followers, [----] engagements "Robert Friedland to Trump: You cant reindustrialize without a lot of metal - Everything you touch has to be mined - Mining is just 1% of the S&P - Down from 11% in the 1960s Morale among miners with regard to the Trump administration is sky high Reshoring Americas industry and gaining independence from China will ignite a historic commodity bull market. https://twitter.com/i/web/status/2019730681689960829 https://twitter.com/i/web/status/2019730681689960829" [X Link](https://x.com/ekwufinance/status/2019730681689960829) 2026-02-06T11:11Z 24.4K followers, 62.9K engagements "Sprott is squeezing the uranium market. - They took 1.4m lbs off the market - That is the equivalent of the US largest producer. gone in [--] day - Sprott still has $230m to further squeeze the market This pushed uranium prices past $100. - No utility - No retail Just Sprott deciding to take out 1% of global uranium production in a single day. https://twitter.com/i/web/status/2019743458341036443 https://twitter.com/i/web/status/2019743458341036443" [X Link](https://x.com/ekwufinance/status/2019743458341036443) 2026-02-06T12:02Z 24.4K followers, 14.4K engagements "Solar is quietly becoming a major silver driver - PV silver demand was [--] Moz in [----] - It reached [---] Moz by [----] - Thats a 140% increase in [--] years And its not slowing. - [----] demand is projected at 320-450 Moz - That implies another +60-130% increase - Which would equate to 50% of current silver production At the same time: - We are running [--] consecutive years of silver deficits - Military demand for silver is rising - Silver has been classified as a strategic metal Silver inventories and prices are going to get squeezed. https://twitter.com/i/web/status/2020105070868574657" [X Link](https://x.com/ekwufinance/status/2020105070868574657) 2026-02-07T11:59Z 24.4K followers, 18.3K engagements "Central bank gold buying is far from over Despite record-high prices: - Poland plans to buy as much as [---] tonnes of gold - Poland would become one of the top [--] gold-holding countries - Its central bank could allocate 30% of its assets to gold Gold is becoming the preferred reserve asset. https://twitter.com/i/web/status/2020529384445071785 https://twitter.com/i/web/status/2020529384445071785" [X Link](https://x.com/ekwufinance/status/2020529384445071785) 2026-02-08T16:05Z 24.4K followers, 11.4K engagements "Uranium is about to hit $100. Meanwhile Kazakhstan responsible for 40% of global uranium supply will see output from existing fields collapse by 80% within the next [--] years while demand is set to double. Uranium prices will go much higher" [X Link](https://x.com/ekwufinance/status/2022625932696031604) 2026-02-14T10:56Z 24.4K followers, [----] engagements "Continental Resources Buys 90% Stake in Vaca Muerta Shale Why would one of the largest US shale producers invest in Argentina instead of the Permian if they could easily grow production at home Simple: they cant. US shales Tier-1 inventory is depleted. Shale is peaking" [X Link](https://x.com/ekwufinance/status/2004628834784563521) 2025-12-26T19:02Z 24.4K followers, 45.9K engagements "The UK is regulating itself into irrelevance. The plan was to build [---] km of high-speed rail. Before laying track contractors had to: - Complete a 350-page social value assessment - Guarantee 30% female representation - Guarantee 20% ethnic-minority representation The outcome was predictable. - Original timeline: 2010-2026 - After years of delays and overruns 50% of the project was cancelled - Remaining construction now stretches beyond [----] - Cost: 70B for just 40% of the route (311M per km) Meanwhile China: - Built [-----] km of high-speed rail in [--] years - Averaging [----] km per year - At a" [X Link](https://x.com/ekwufinance/status/2009943118141919701) 2026-01-10T10:59Z 24.4K followers, 7M engagements "Critical minerals are facing massive deficits over the next decade. - Copper: 33% deficit - Lithium: 38% deficit - Nickel: 15% deficit - Cobalt: 14% deficit These deficits arent theoretical.Theyre the result of underinvestment long lead times and rising demand. This bull market is just getting started. https://twitter.com/i/web/status/2014366531694518714 https://twitter.com/i/web/status/2014366531694518714" [X Link](https://x.com/ekwufinance/status/2014366531694518714) 2026-01-22T15:56Z 24.4K followers, 246.2K engagements "The energy bull market is in the making 1) Gold miners broke out first after years of basing 2) Copper miners followed with a sharp upside move 3) Energy stocks are still lagging at resistance There is no commodity bull market without energy. Meanwhile long-term fundamentals are getting better and better: - Decline rates are rising across the board - US shale production is in decline - There is no meaningful supply growth This is the phase you want to position yourself in: - Energy is hated - No one except for a few guys on Twitter is talking about it - Money manager bearishness has reached" [X Link](https://x.com/ekwufinance/status/2016903247110304019) 2026-01-29T15:56Z 24.4K followers, 26.7K engagements "The 22% silver flash crash today was driven by aggressive shorting. - Trading volume hit [---] million ounces this morning - Thats nearly [--] global mine supply in a single session - The SHFE flagged six groups of accounts for abnormal trading behavior - Those accounts were restricted from opening new positions This wasnt organic selling. It was a deliberate attempt to force prices lower using concentrated short pressure. Someone was desperate to break silver and they pushed hard enough that the exchange had to step in. https://twitter.com/i/web/status/2019403505643979065" [X Link](https://x.com/ekwufinance/status/2019403505643979065) 2026-02-05T13:31Z 24.4K followers, 135.8K engagements "Chinas exchange silver stockpiles are plummeting - Since [----] [----] t of silver has been drained - Thats a 90% draw in [--] yrs - Equivalent to 30% of annual global silver supply Physical silver demand in China remains strong. - SGE + SHFE hold a combined [---] t - After today's draw of [--] t - [--] more days like this and there is no silver left Chinese buyers are using low prices to stack silver. https://twitter.com/i/web/status/2019808180956438778 https://twitter.com/i/web/status/2019808180956438778" [X Link](https://x.com/ekwufinance/status/2019808180956438778) 2026-02-06T16:19Z 24.4K followers, 18.1K engagements "Oil adjusted for inflation is at historic lows. Just to return to the mean oil prices would need to reach $94. I wouldnt be surprised if this cycle produces a new all time high" [X Link](https://x.com/ekwufinance/status/2019836079000498619) 2026-02-06T18:10Z 24.4K followers, 21.9K engagements "US data center electricity consumption is off the charts. - 2018: US data centers consumed 2% of US electricity - 2030: It is expected to reach 10% - Thats a 5x increase in [--] years This requires huge amounts of natural resources" [X Link](https://x.com/ekwufinance/status/2020150125583032572) 2026-02-07T14:58Z 24.4K followers, 24K engagements "Trump: He who has the gold makes the rules Putin: The US has no gold Maybe theres a reason there has never been an independent audit of Fort Knox" [X Link](https://x.com/ekwufinance/status/2021632900840480910) 2026-02-11T17:10Z 24.4K followers, 10.4K engagements "If you like this tweet you will love my upcoming substack Join here: https://lukasekwueme.substack.com/ https://lukasekwueme.substack.com/" [X Link](https://x.com/ekwufinance/status/2021819180438176226) 2026-02-12T05:30Z 24.4K followers, [---] engagements "If you like this tweet you will love my upcoming substack Join here: https://lukasekwueme.substack.com/ https://lukasekwueme.substack.com/" [X Link](https://x.com/ekwufinance/status/2021887122852942155) 2026-02-12T10:00Z 24.4K followers, [----] engagements "Commodities are getting slammed" [X Link](https://x.com/ekwufinance/status/2022011188054220837) 2026-02-12T18:13Z 24.4K followers, [----] engagements "The commodity cycle is here and no one is positioned for it. - The last commodity cycle peaked at [--] percent commodity allocation - Currently we are sitting at [--] percent - Thats [--] percent lower Meanwhile conditions for the current cycle are far more favorable. The US and the West by extension is slowly waking up to the fact that offshoring their industrial base to China in the pursuit higher margins led to a loss of sovereignty. The oil crisis in the 70s was not a shortage of supply but rather the unavailability of supply. OPEC embargoed the US. Similarly today China is dominating the" [X Link](https://x.com/ekwufinance/status/2010412716075172001) 2026-01-11T18:05Z 24.4K followers, 117.5K engagements "The President of Cameco: a shock will ignite the next uranium price spike. - Mine restarts may fail - Greenfield projects are vulnerable to delays - Demand is materially stronger than assumed When the shock hits there is no buffer. Inventories are already depleted and utilities will be forced into the spot market. Fuel cost is irrelevant: - Uranium is only 5% of operating costs - Utilities will pay whatever is required to secure supply. This market is tight by structure. A violent repricing is inevitable. https://twitter.com/i/web/status/2013294670286143760" [X Link](https://x.com/anyuser/status/2013294670286143760) 2026-01-19T16:57Z 24.4K followers, 53.8K engagements "The biggest uranium producer wont flood the market - Kazatomprom accounts for 40% of global uranium production - Its production growth suppressed global uranium prices - The company is now facing depletion problems and acid shortages This has forced a shift from volume to value. In line with that new focus Kazatomprom reduced its [----] guidance by [--] mlbs. That reduction alone equals roughly 40% of Camecos annual production the worlds 2nd biggest uranium producer. We are in a unique situation. The largest uranium producer is set to decline in the coming years while demand by [----] is expected to" [X Link](https://x.com/ekwufinance/status/2019096177241657424) 2026-02-04T17:10Z 24.4K followers, 31.8K engagements "Brazil joins the dedollarization trend Normally Brazil issues USD-denominated bonds. Now its choosing yuan-denominated bonds. - 10-year Chinese government bond: 1.7% - 10-year U.S. Treasury: 4.4% - It is 60% cheaper to borrow in yuan This makes sense because China is the biggest trading partner for most countries including Brazil. We are witnessing a new monetary system. - Countries need less dollar/US debt - Countries move toward gold as the preferred reserve asset Dedollarization is accelerating https://twitter.com/i/web/status/2020166734255178092" [X Link](https://x.com/ekwufinance/status/2020166734255178092) 2026-02-07T16:04Z 24.4K followers, 51.8K engagements "Almost no one is invested in gold miners. - All gold and gold-mining ETFs combined have a market cap of $600B - Apple alone has a market cap of $3.65T - Apples market cap is [--] larger - Gold miners make up just 0.2% of the S&Ps sector weighting We havent seen the big capital rotation into gold miners yet. Were early. https://twitter.com/i/web/status/2020198187651235874 https://twitter.com/i/web/status/2020198187651235874" [X Link](https://x.com/ekwufinance/status/2020198187651235874) 2026-02-07T18:09Z 24.4K followers, 134.4K engagements "Gold prices needed to wipe out all federal debt: - Russia: $4.8K - Eurozone: $44.7K - United States: $147K Rising gold prices can solve global debt problems as a rise in prices doesnt hurt any industry. - No factories shut down because gold goes up. - No inflation - No crisis Just gold prices rising significantly https://twitter.com/i/web/status/2020227629522014419 https://twitter.com/i/web/status/2020227629522014419" [X Link](https://x.com/ekwufinance/status/2020227629522014419) 2026-02-07T20:06Z 24.4K followers, 75.3K engagements "The fight between China and the US for control of resources will ignite a commodity bull market. - Chinas Belt and Road Initiative investment surged 75% in [----] vs. [----] - Spending was dominated by energy metals&mining Were now seeing an important dynamic play out. As the US tries to regain independence from Chinas dominance in critical minerals by investing in mining and processing capacity China is almost doubling its [----] pace. Make no mistake: these are resource wars. For both empires securing supply chains and resources is a matter of national security. Access and control matter more" [X Link](https://x.com/ekwufinance/status/2020453383765668030) 2026-02-08T11:03Z 24.4K followers, 12.8K engagements "The biggest uranium producer is peaking - Kazakhstan produces 40% of global uranium supply - By [----] production from existing mines will decline by 80% Who is going to close that deficit It takes [--] decades from exploration to first production. In other words we would need to spend billions on exploration just to offset Kazakhstans decline curve. but we are not. At this point higher uranium prices are a mathematical certainty. https://twitter.com/i/web/status/2020466979769844181 https://twitter.com/i/web/status/2020466979769844181" [X Link](https://x.com/ekwufinance/status/2020466979769844181) 2026-02-08T11:57Z 24.4K followers, 46.7K engagements "Former Hecla Mining president on silver - The US administration is looking to increase its silver stockpiles - This is the first time in decades - Silver production peaked in [----] - Production will not reach that peak by [----] Demand for silver is surging while production is not. https://twitter.com/i/web/status/2020513574368518620 https://twitter.com/i/web/status/2020513574368518620" [X Link](https://x.com/ekwufinance/status/2020513574368518620) 2026-02-08T15:02Z 24.4K followers, 97.3K engagements "Oil supply-demand model is broken For the first time in history US shale oil is declining YoY. - US shale accounted for 90% of global production growth over the last decade - Shale ramps up fast but declines even faster - Up to 90% decline within the first [--] yrs This means constant drilling is required just to offset declines. But drilling is collapsing: - Since [----] oil rigs are down 30% - Frac spreads are down 30% - At current prices new wells barely break even Less drilling = less production. Either prices rise to incentivize drilling or production losses force prices higher. All roads" [X Link](https://x.com/ekwufinance/status/2020590016976593274) 2026-02-08T20:06Z 24.4K followers, 37.2K engagements "Warsh the next Fed chair will inflate the debt away. He is in favor of yield curve control. - This means pegging US short-term interest rates to an artificially low level - The Fed commits to buying unlimited amounts above that level to push interest rates down This would be reminiscent of the WWII period. Back then US debt-to-GDP was 125% vs 121% now. YCC enabled the government to borrow vast amounts of USTs without blowing out interest expenses. Those costs were pushed onto citizens via inflation. From 1945-1980 the US gradually brought debt-to-GDP down to 30% which later enabled Volcker to" [X Link](https://x.com/ekwufinance/status/2020791374971281541) 2026-02-09T09:26Z 24.4K followers, 823.1K engagements "We are at the cusp of a commodity supercycle while commodities vs. the S&P are at historic lows. - Every time these extreme lows occur commodities outperform the S&P by 7:1 - Just to reach the long-term median commodities would outperform the S&P 5:1 - To reach an all-time high they would outperform the S&P by 12:1 The current commodity down cycle is the longest on record. This comes at a time when we are in Cold War [---] but instead of building nuclear and military capacity its all about who controls supply chains and access to key strategic minerals. No critical minerals = no military No" [X Link](https://x.com/ekwufinance/status/2020817936034709612) 2026-02-09T11:11Z 24.4K followers, 23.7K engagements "The S&P is in trouble - Korean retail investors are now the largest foreign buyers of US equities - They account for 11% of foreign net US equity purchases in [----] Meanwhile the Korean won is at crisis levels last seen during the GFC and the Asian currency crisis To stop capital outflows Korea introduced an unusual policy. - Incentivize investors to sell US equities - Exempt capital gains tax only if proceeds are reinvested domestically for [--] yr The goal is simple: Keep capital at home and support the won. This could put meaningful selling pressure on US equities. In response Trump slapped a" [X Link](https://x.com/ekwufinance/status/2020874647353323625) 2026-02-09T14:57Z 24.4K followers, 288.3K engagements "Rick Rule: Copper is the next bull market - Copper offers the best risk/reward setup - 7% of global copper supply has vanished - In a market already in structural deficit The copper price has a coiled spring aspect to it At the same time it is getting increasingly harder to find new copper deposits. - Grades are lower - Mines are deeper - Risks are rising As a result exploration and mine development costs are surging. Copper has a bright future https://twitter.com/i/web/status/2020902354623602791 https://twitter.com/i/web/status/2020902354623602791" [X Link](https://x.com/ekwufinance/status/2020902354623602791) 2026-02-09T16:47Z 24.4K followers, 54K engagements "Former Fed Chairman Alan Greenspan on how the US will ultimately solve its debt problem. They will print their way out of this mess Thats why hard assets will outperform" [X Link](https://x.com/ekwufinance/status/2020937572654964748) 2026-02-09T19:07Z 24.4K followers, 74.3K engagements "EVs consume tonnes of minerals - [--] kg copper - [--] kg graphite - [--] kg lithium - [--] kg nickel Contrast this with a normal ICE which needs [--] kg. EVs need six times more minerals. Just attempting to replace ICEs with EVs will ignite a mineral bull market" [X Link](https://x.com/ekwufinance/status/2020952414111629702) 2026-02-09T20:06Z 24.4K followers, 42.8K engagements "Trumps tariff war backfired. His goal was to weaponize access to the American consumer to coerce friends and foes into rebuilding the US industrial base - akin to letting Mexico pay for the border wall. The world has now witnessed the US: - Weaponize the dollar - Weaponize the SWIFT system - Weaponize access to the American consumer Being dependent on the US for everything carries significant risk. As a result we are seeing countries move away from the US: - The EU makes a historic trade deal with India - Germany is heavily investing in China - Canada is making trade deals with China -" [X Link](https://x.com/ekwufinance/status/2021191248690692264) 2026-02-10T11:55Z 24.4K followers, 66.6K engagements "Stanley Druckenmiller: Copper is the tightest position I have ever studied. Ignore the hard-landing narrative. Copper demand is surging while production is peaking. Thats all you need to know" [X Link](https://x.com/ekwufinance/status/2021267031283134666) 2026-02-10T16:56Z 24.4K followers, 185.6K engagements "Bank of America: PM miners are the cheapest commodity sector - Lowest EV/EBITDA - Highest FCF yield Despite higher metal prices valuations have not rerated. At current prices precious metal miners are printing cash. That disconnect sets the stage for earnings surprises" [X Link](https://x.com/ekwufinance/status/2021284878789079111) 2026-02-10T18:07Z 24.4K followers, 51.5K engagements "The S&P vs gold has been in a massive 25-year bear market. Down 60%. In other words decades of brilliant entrepreneurs working countless hours are still being outperformed by a shiny metal that does absolutely nothing Amazing" [X Link](https://x.com/ekwufinance/status/2021297929701466181) 2026-02-10T18:59Z 24.4K followers, 19.1K engagements "Commodities ripping into the US open. Lets see if New York does its usual and crushes them" [X Link](https://x.com/ekwufinance/status/2021535806947524681) 2026-02-11T10:44Z 24.4K followers, 15K engagements "The West financialized while China industrialized - Before [----] GDP growth was constrained by energy. - More growth required more oil so GDP tracked energy closely. That changed when the gold link was abandoned. With no hard monetary anchor money could be created freely and spent to boost GDP without requiring additional physical output. GDP growth decoupled from oil production and surged 17:1. But this shift was not global. Post-1971 the West financialized: - Manufacturing declined in favor of services + finance - Energy-intensive production was offshored - Credit leverage and asset turnover" [X Link](https://x.com/ekwufinance/status/2021538766838501411) 2026-02-11T10:56Z 24.4K followers, [----] engagements "China is dominating rare earth PhD programs. the US is dominating LGBTQ classes. - Rare earth PhD programs in China: [--] - Rare earth PhD programs in the US: [--] - LGBTQ classes in China: [--] - LGBTQ classes in the US: [-----] The result: China is dominating rare earths. - China controls 70% of global rare earth supply - 90% of rare earth processing - It is the only country able to produce the highest purity at scale Rare earths are absolutely critical for virtually all modern electric technology. Meanwhile the US is dominating gender diversity DEI and CRT" [X Link](https://x.com/ekwufinance/status/2021616281770713468) 2026-02-11T16:04Z 24.4K followers, 23.2K engagements "Global oil decline rates are accelerating - Over the last generation decline rates have 2x - Driven mainly by the fast-cycle nature of US shale Today the world is losing [--] mbpd every year. the equivalent of the 4th largest oil-producing country. At the same time US shale the only real growth engine is now declining. So the question is simple: How do we offset accelerating decline rates and meet growing global oil demand https://twitter.com/i/web/status/2021659820600799331 https://twitter.com/i/web/status/2021659820600799331" [X Link](https://x.com/ekwufinance/status/2021659820600799331) 2026-02-11T18:57Z 24.4K followers, 20.3K engagements "Ray Dalio: The world is on the brink of a capital war Money is being weaponized. - Trade embargoes - Blocking access to capital markets - Using debt ownership as leverage Foreign holders of US debt are trapped. - Europe fears sanctions. - The US fears foreign buyers stop funding deficits via UST purchases. In response sovereign wealth funds and central banks are preparing for capital controls. Historically capital wars emerge around major conflicts. The current standoff with China could be the catalyst. Dalio's advice: Buy gold https://twitter.com/i/web/status/2021676923647115429" [X Link](https://x.com/ekwufinance/status/2021676923647115429) 2026-02-11T20:05Z 24.4K followers, 30.6K engagements "Czechs piling up gold - They view gold as a safe haven given the geopolitical tensions - Gold sales rose 150-400% yoy - The broader public and institutions are entering the market - Many have increased physical gold holdings to 20-50% Meanwhile Westerners and institutions have barely allocated any meaningful amount to gold. The US for example has 1.8% of its financial assets in gold. Goldman estimated that for each 0.01% increase in gold holdings the price of gold rises by [---]. thats 140x. The real party begins once Westerners turn to gold and institutions get involved in size. We are still" [X Link](https://x.com/ekwufinance/status/2021693040155365795) 2026-02-11T21:09Z 24.4K followers, [----] engagements "This is why copper shortages are inevitable. - Copper supply cant keep up with demand. - Over the past [--] years copper supply increased by [--] Mtpa We now need to add the same amount in just one decade. 1/3 of the time In the meantime: - 1990-2010: [---] large copper discoveries [----] Mt of copper - 2010-2025: [--] large discoveries [---] Mt of copper - Ore grades: 2% in [----] vs. 0.6% today. and still falling So the industry faces a double constraint: - Fewer discoveries - Lower-quality deposits Were exploring less. And each discovery delivers less metal. The copper supply picture is broken." [X Link](https://x.com/ekwufinance/status/2021899272438923560) 2026-02-12T10:48Z 24.4K followers, [----] engagements "Rare earth magnets are set for explosive growth. According to Morgan Stanley demand could increase [---] over the next [--] years. China dominates the supply chain producing roughly 90% of the worlds rare earth magnets. Rebuilding supply independence wont happen overnight. It will define a multi-decade strategic investment trend. https://twitter.com/i/web/status/2021903187431534679 https://twitter.com/i/web/status/2021903187431534679" [X Link](https://x.com/ekwufinance/status/2021903187431534679) 2026-02-12T11:04Z 24.4K followers, 20.4K engagements "India is becoming the largest importer of silver Despite surging silver prices India imported massive amounts of silver. - 2025: [---] m oz - 2024: [---] m oz To put that in perspective: India alone is importing 25% of global annual mine supply. Physical silver demand in India remains strong" [X Link](https://x.com/ekwufinance/status/2021918521492394120) 2026-02-12T12:05Z 24.4K followers, 27.2K engagements "This is the most important gold chart. Gold/SP moves in a large trading range. Each cycle within that range takes roughly [--] decade from peak to bottom. The seizure of Russian assets marked the current cycle top [--] years ago. Assuming current S&P levels hold to reach: - The [----] low gold would need to trade at $8300/oz - The [----] low gold would need to trade at $40000/oz Interestingly if you had gone all-in on gold in the late 1960s you would have outperformed the S&P for over [--] decades. The current gold cycle has just begun and has further room to run." [X Link](https://x.com/ekwufinance/status/2021929353907523957) 2026-02-12T12:48Z 24.4K followers, [----] engagements "Europes largest asset manager plans to reduce US exposure - $2.4T AUM - Diversifying away from the US over the last [--] month - Will continue to do so - Part of a broader move by global asset managers The reasons: - Significant FX volatility - Unpredictable US policy For the US this is existential. Selling pressure on US equities and USTs raises funding costs while weaker markets reduce tax revenues worsening an already large deficit. Expect more aggressive measures from Trump and higher volatility. https://twitter.com/i/web/status/2021963063629435077" [X Link](https://x.com/ekwufinance/status/2021963063629435077) 2026-02-12T15:02Z 24.4K followers, [----] engagements "This is who we are up against as gold investors. Their analysis: the S&P has outperformed gold since [----] = gold bad. Conveniently taking golds [----] high as the reference point after it surged from [--] to [---] by [----] from which it then entered a brutal 2-decade bear market. They completely ignore the 41-year interest rate bear market from [--------] which provided a natural tailwind for stocks - a tailwind that is now over. But even with this tailwind the S&P vs gold has been in a brutal bear market since [----] down 60%. The combined intellect of the worlds greatest CEOs together with the work of" [X Link](https://x.com/ekwufinance/status/2021976680483422536) 2026-02-12T15:56Z 24.4K followers, [----] engagements "Silver deficits are structural - Surpluses totaled +185 Moz from 2016-2020. - Deficits total [----] Moz from 2021-2025. - That is a net swing of [----] Moz. Let's put that in perspective - The deficit equals 100% of annual mine output. - Single-year gaps hit -20-25% of supply. Supply cant keep up with demand To make matters worse only 20% of silver supply comes from silver mines. The vast majority comes as a byproduct of copper or zinc mining. In other words rising silver prices wont incentivize a copper or zinc mine to ramp up production. https://twitter.com/i/web/status/2021994527834190118" [X Link](https://x.com/ekwufinance/status/2021994527834190118) 2026-02-12T17:07Z 24.4K followers, [----] engagements "We are still in the early innings of a commodity bull market Years of underinvestment created supply demand imbalance That is exactly what we are seeing now. The next phase is always massive CapEx which eventually floods the market and depresses prices. But production comes with a lag. - New production takes [----] yrs to come online - Costs are higher - Ore grades are declining This cycle is different. The West offshored industry to China to maximize margins trading independence for cheap imports. That model works in a frictionless world. but not in a geopolitically fractured one. To regain" [X Link](https://x.com/ekwufinance/status/2022009906031661520) 2026-02-12T18:08Z 24.4K followers, [----] engagements "Oil prices fall after the IEA cut its demand forecast. However the IEA has consistently underestimated oil demand for the past [--] consecutive years. Each year projections start low and are revised higher as reality sets in. This time it won't be different" [X Link](https://x.com/ekwufinance/status/2022012180086861838) 2026-02-12T18:17Z 24.4K followers, [----] engagements "Copper supply can't keep up with data centers growths - Traditional data centers use [------] tonnes. - Hyperscalers: 3k16k tonnes. - Megascalers: 30k330k tonnes Supply doesnt scale the same way. - Mines take decades to permit and build. - Grades keep declining. - New projects remain scarce. Data centers arent getting slightly bigger theyre leaping in size. Once you move from traditional builds to hyperscale and mega-scale copper demand explodes per site. When that kind of growth hits a market already short of new supply prices have to adjust to that new reality." [X Link](https://x.com/ekwufinance/status/2022023995218911601) 2026-02-12T19:04Z 24.4K followers, [----] engagements "Sounds like fake news The Kremlin has set out proposals that could see Russia embrace the dollar again as part of a wide-ranging economic partnership with the Trump administration according to an internal Russian document reviewed by Bloomberg https://t.co/k0CeUTWUIw The Kremlin has set out proposals that could see Russia embrace the dollar again as part of a wide-ranging economic partnership with the Trump administration according to an internal Russian document reviewed by Bloomberg https://t.co/k0CeUTWUIw" [X Link](https://x.com/ekwufinance/status/2022030508738388226) 2026-02-12T19:30Z 24.4K followers, 15.8K engagements "China is piling up US gold. - US gold exports hit an all-time high of 40B in [----] - After the US seized Russian assets and blocked access to SWIFT - The main destination for US gold exports was Switzerland - The main destination for Switzerlands gold exports was China Since September [----] non-monetary gold has ranked among the top [--] or [--] US export categories. That is not a coincidence. It suggests China is increasingly demanding physical gold rather than USD in exchange for its goods This is reminiscent of the WW II period During that time the US then the rising power demanded gold or USD" [X Link](https://x.com/ekwufinance/status/2022038833794109782) 2026-02-12T20:03Z 24.4K followers, [----] engagements "The debasement trade is in full swing. - The USD is making new lows - Precious metals are hitting daily all-time highs In a low-trust environment capital is moving toward precious metals" [X Link](https://x.com/ekwufinance/status/2022267333834666266) 2026-02-13T11:11Z 24.4K followers, [----] engagements "This gold bull market is far from over. Gold physical ETF holdings have yet to reach the [----] high. - Gold price 2022: 1.9K - Gold price 2026: 5K In other words while the gold price went up almost 3x physical ETF holdings sold off. Almost no one except central banks is participating in the gold trade. We are early. https://twitter.com/i/web/status/2022280173723246992 https://twitter.com/i/web/status/2022280173723246992" [X Link](https://x.com/ekwufinance/status/2022280173723246992) 2026-02-13T12:02Z 24.4K followers, 18K engagements "Ray Dalio: Everybody should own gold - Gold is an excellent diversifier - Gold does well when other stocks dont - Optimal gold weighting: 15% To put that into context Goldman Sachs estimates: - 0.18% of US privately held financial assets are in gold - Every 0.01% increase in gold holdings = 1.4% increase in gold prices - Thats 140x The reasons to own gold are rising by the day yet most Western investors and institutions havent even jumped on the train. This gold bull market is far from over. https://twitter.com/i/web/status/2022372799377973275" [X Link](https://x.com/ekwufinance/status/2022372799377973275) 2026-02-13T18:10Z 24.4K followers, 55K engagements "The US is desperately trying to achieve mineral and processing independence. - China produces only 13% of global silver - Yet controls 70% of the worlds refined silver supply Mining is not the advantage. Processing is. Silver ore is economically useless without refinement. Refined silver is required for: - Advanced military systems - AI chips and high-performance electronics It is simple: No processed silver. No AI revolution. No war https://twitter.com/i/web/status/2022386604115890650 https://twitter.com/i/web/status/2022386604115890650" [X Link](https://x.com/ekwufinance/status/2022386604115890650) 2026-02-13T19:05Z 24.4K followers, 12.6K engagements "Russia is not going to return to the dollar. It was a lie. The whole story was ridiculous to begin with" [X Link](https://x.com/ekwufinance/status/2022391872799543667) 2026-02-13T19:26Z 24.4K followers, [----] engagements "AI will ignite a commodity supercycle - Data center operators have a combined market cap of $27T - They are committing to spend $7T - Into sectors with a combined market cap of $9T Thats the equivalent of trying to push the Hoover Dam through a garden hose. - On paper you can scale data centers fast. - But in the real world you can't scale mines grids and factories on demand. After more than [--] yrs of underinvestment supply capacity is constrained across the real economy. New production takes time capital skilled workers and permits. none of which respond instantly. Expect the real world to" [X Link](https://x.com/ekwufinance/status/2022400222089843106) 2026-02-13T19:59Z 24.4K followers, 11.4K engagements "The US stockpiling critical minerals will force the rest of the world to join a stockpiling race. If you do not stockpile certain minerals you will not have access to them. This will add additional demand to an already tight market" [X Link](https://x.com/ekwufinance/status/2022641787081298335) 2026-02-14T11:59Z 24.4K followers, [----] engagements "Measured in gold the US stock market is in a brutal bear market" [X Link](https://x.com/ekwufinance/status/2022686856991641957) 2026-02-14T14:58Z 24.4K followers, [----] engagements "Larry Fink admits that pushing renewables will cause a global power shortage After years of pressuring companies and countries to transition to renewables Larry made a [---]. - The world is short power - To run data centers you need dispatchable power - Renewables wont work In other words the world needs: - Coal - Gas - Nuclear - Maybe diesel All this at a time when we have underinvested in these sectors for more than a decade thanks to individuals like Larry. The future of energy is bright. https://twitter.com/i/web/status/2022703461834334605 https://twitter.com/i/web/status/2022703461834334605" [X Link](https://x.com/ekwufinance/status/2022703461834334605) 2026-02-14T16:04Z 24.4K followers, [----] engagements "Global silver supply heavily concentrated Mexico dominates production. - Mexico: 6.3k tons in [----] - China: 3.3k tons - Peru: 3.1k tons - Most other producers sit around 1-1.3k tons Despite leading production Mexico holds only 6% of global silver reserves. In other words current supply relies on a narrow group of producers with limited reserves. At a time of: - rising industrial demand - tightening physical markets Silver supply is on shaky ground" [X Link](https://x.com/ekwufinance/status/2022734903238861213) 2026-02-14T18:09Z 24.4K followers, [----] engagements "Physical demand for silver remains strong. Lets ignore recent volatility and focus on physical fundamentals. - SHFE + SGE stockpiles are down 90% over the last [--] yrs - Down 50% since [----] Ultimately physical silver demand sets the price. - Silver is needed for the military and AI - In its recent NSS the US declared AI a matter of national security - The US also declared silver a critical mineral - And is considering stockpiling it This means securing silver supply is paramount regardless of price. - China is the biggest consumer and exporter of silver - China has enacted export controls on" [X Link](https://x.com/ekwufinance/status/2022740441020461417) 2026-02-14T18:31Z 24.4K followers, [----] engagements "The US is facing a fiscal crisis. - Government debt has grown 8% per year since [----] - That implies debt doubles roughly every [--] years - With each recession the slope has steepened This trajectory isnt sustainable. Meanwhile. - Trade wars - Seizure of Russian assets - Record peace time deficits Has led foreign central banks to choose gold over USTs. So at the exact moment the US needs foreign buyers the most theyre opting out" [X Link](https://x.com/ekwufinance/status/2022749499601399948) 2026-02-14T19:07Z 24.4K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ekwufinance Lukas Ekwueme
Lukas Ekwueme posts on X about gold, silver, china, copper the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [---------] -18%
- [--] Month [----------] -27%
- [--] Months [----------] +10,390%
- [--] Year [----------] +6,087%
Mentions: [---] #
- [--] Week [---] +6%
- [--] Month [---] +26%
- [--] Months [-----] +542%
- [--] Year [-----] +226%
Followers: [------] #
- [--] Week [------] +10%
- [--] Month [------] +60%
- [--] Months [------] +2,305%
- [--] Year [------] +4,203%
CreatorRank: [------] #
Social Influence
Social category influence finance #2650 countries 26.37% travel destinations 5.47% stocks #2358 technology brands 2.49% currencies 1.49% financial services #45 social networks 1% cryptocurrencies 0.5% celebrities 0.5%
Social topic influence gold #609, silver #539, china #1482, copper #464, ai #6084, we are #2104, the world #3393, market #1744, commodities #209, trade #1407
Top accounts mentioned or mentioned by @grok @graphcall @carlofabio1 @tarsi_thoughts @moscow2dxb @imdavidbryan @ales_kralj14 @brokentoysinv @pandadaytona @chill02021 @soarffalcon @zackbro74245761 @fxgold_analyst @renatodxblife @arbitrage789 @starwayssharma @irresistbly_k @simonnextclick @bullhorn888 @avandyc
Top assets mentioned Morgan Stanley (MS) Honeywell International Inc (HON)
Top Social Posts
Top posts by engagements in the last [--] hours
"Precious metals analyst Michael Oliver: Gold and silver miners are the cheapest assets in the world. Gold and silver miner index as a percentage of gold: - 1984-2008: Average was 25% - Since 2015: Trading in a tight 4-8% range In other words gold and silver miners would need to rise [--] relative to gold just to return to the 1984-2008 average. The miners will massively outperform the metals. https://twitter.com/i/web/status/2020564717333279181 https://twitter.com/i/web/status/2020564717333279181"
X Link 2026-02-08T18:25Z 24.4K followers, 77.5K engagements
"The AI revolution is running into physical limits By 2030: - 40% of AI data centers are expected to use onsite power generation - Up 3x from [--] yr ago - 27% are expected to run fully on onsite generation - Up 27x from [--] yr ago And this trend is accelerating. The real question isnt demand for AI. Its who supplies the power. - Gas turbines are sold out through [----] - Nuclear plants take [--] yrs to build - Solar + BESS cannot fully run AI data centers - Diesel generators are one of the few near-term options Power remains the true bottleneck. https://twitter.com/i/web/status/2020908641507848618"
X Link 2026-02-09T17:12Z 24.4K followers, [----] engagements
"The old trade and monetary system is breaking. - Chinese exports to the US are just 7.5% - Down from 60% just [--] yrs ago - A generation low The US offshored its industrial base to China in exchange for cheap imports only for China to now export those products to ASEAN countries while retaining the US industrial base. - The weaponization of the USD - The weaponization of the SWIFT system - The weaponization of the American consumer Made one thing clear: any dependence on the US will be weaponized at some point in the future. A new trade and monetary system is no longer optional. it is a matter"
X Link 2026-02-10T14:57Z 24.4K followers, 14.4K engagements
"Germanys export model is failing. - Germanys chemical production is plunging - Industrial capacity utilization is below 70% and still falling - Capacity has been below the break-even threshold for two years Germanys entire business model was exporting energy-intensive products. By adopting self-destructive energy policies Germany has successfully undermined its own industrial base. https://twitter.com/i/web/status/2004961788870230093 https://twitter.com/i/web/status/2004961788870230093"
X Link 2025-12-27T17:05Z 24K followers, 57.8K engagements
"The easy copper is gone. New supply now requires: - Deeper drilling - Lower ore grades - Smaller more complex deposits That means higher costs longer timelines and more capital risk. Which is exactly why copper remains one of the most attractive long-term setups in commodities https://twitter.com/i/web/status/2005711232297263232 https://twitter.com/i/web/status/2005711232297263232"
X Link 2025-12-29T18:43Z 24K followers, 42.9K engagements
"Bearish oil sentiment is reaching unprecedented levels. Net oil positions are now lower than during the height of the lockdowns even though prices are 50% higher. Meanwhile: - Permian oil production is down yoy - OPEC spare capacity is almost gone - Geopolitical tensions are rising - Demand is hitting all-time highs Oil is the most asymmetric trade out there. https://twitter.com/i/web/status/2006440785755943164 https://twitter.com/i/web/status/2006440785755943164"
X Link 2025-12-31T19:02Z 22.8K followers, 38.5K engagements
"Critical minerals are set for a historic bull market Western stockpiles could create significant new demand for critical minerals - The US is moving to create a $2.5 billion critical minerals stockpile. - Allied nations can join if they contribute at least $100 million - Profits from mineral sales are reinvested into the stockpile - It could create a Western price for strategic minerals at 2x China prices We have entered the age of critical minerals https://twitter.com/i/web/status/2012949444841324988 https://twitter.com/i/web/status/2012949444841324988"
X Link 2026-01-18T18:05Z 22.7K followers, 45.7K engagements
"Copper is about to enter a supercycle The main driver for copper cycles over the past [---] years of copper price history is that copper prices rise: - With increased industrialization and electrification - During times of war or supply chain disruptions - During post-war rebuilding This exactly resembles our current situation just on a much larger scale. - The West has to rebuild its industrial base to gain independence from China - The world has effectively committed to electrifying everything - Rebuilding Ukraine and Gaza will require massive amounts of copper Demand for copper is off the"
X Link 2026-01-22T15:02Z 23.1K followers, 116.9K engagements
"Venezuelan oil wont flood the market - US companies would need to spend 100B+ to rebuild Venezuelas infrastructure - In a country that has seized their assets multiple times - To produce oil that breaks even at $80 - Without any security guarantees ExxonMobils CEO said it perfectly: Venezuela is uninvestable. US HAS NO PLANS TO OFFER SECURITY GUARANTEES TO OIL COMPANIES THAT PLAN TO OPERATE IN VENEZUELA US HAS NO PLANS TO OFFER SECURITY GUARANTEES TO OIL COMPANIES THAT PLAN TO OPERATE IN VENEZUELA"
X Link 2026-01-22T15:31Z 22.7K followers, [----] engagements
"Honeywell CEO: Renewables replacing fossil fuels is physically impossible - Energy mix doesnt matter - Energy intensity matters - Renewables cant produce energy-intensive products In other words the push for renewables is a push for deindustrialization of energy-intensive industry. https://twitter.com/i/web/status/2014670052226642319 https://twitter.com/i/web/status/2014670052226642319"
X Link 2026-01-23T12:02Z 22.9K followers, 170.4K engagements
"Trump increases military spending by $600B - He told Raytheon not to practice buybacks or dividends - Focus should be weapons manufacturing capacity This increases the demand for critical minerals and commodities at a time where China which is dominating the space tightens exports. This commodity/critical mineral bull cycle is just getting started. https://twitter.com/i/web/status/2015031666188648937 https://twitter.com/i/web/status/2015031666188648937"
X Link 2026-01-24T11:59Z 22.6K followers, [----] engagements
"The Permian isn't a oil basin. it's a water basin. For every barrel of oil in the Permian [---] barrels of water come up with it. Its not just a water problem. its a clear sign of shales looming doom. (Thread)"
X Link 2026-01-24T20:06Z 22.6K followers, 51.8K engagements
"Silver premiums in China and India are surging. - Shanghai: $114 - India: $114 - Western markets: $103 Thats an $11 premium. Theres now a strong incentive to drain Western silver inventories and ship them to China and India. Silver prices could do stupid things"
X Link 2026-01-25T11:41Z 22.4K followers, 51.6K engagements
"Chamath's best trade is not a tech stock. its copper. I dont usually agree with him but not this time. - Copper is required across the entire economy - The market underestimates how severe the shortage is - There is no viable substitute - By [----] supply is projected to be 70% short Copper is the best pick for [----]. https://twitter.com/i/web/status/2015516630860632067 https://twitter.com/i/web/status/2015516630860632067"
X Link 2026-01-25T20:06Z 24.2K followers, 490.9K engagements
"Rare earths bull thesis in a nutshell - China controls 60% of RE mining - 90% of RE refining - REs are used for everything from AI to defense In other words no Chinese RE = no war and no AI revolution. China is dominating the space through low-cost production enabled by no ESG mandates and access to state subsidies. To regain independence the US is offering offtake prices 2x the China price for some producers and it would have to do this across the board. This would turn a largely bankrupt industry into a cash cow. https://twitter.com/i/web/status/2015847803633672388"
X Link 2026-01-26T18:02Z 22.5K followers, 22.1K engagements
"Trump will ignite a commodity bull market. Washington is determined to gain independence from Chinese-processed critical minerals and their derivative products (PCMDPs) and to build alternative supply chains. China controls 60-90% of global strategic mineral mining and processing. These minerals are vital to modern life including the defense industry. In other words without access to Chinese minerals much of our economy would revert toward a pre-industrial state. To regain independence the West must spend massive amounts of capital and resources. at a time when commodities have been"
X Link 2026-01-27T14:57Z 22.3K followers, [----] engagements
"Gold has replaced US Treasuries as the safe-haven asset. - Since the [----] peak of the COVID crisis: - US 30-year bonds lost 50% - Gold surged 3x Despite Fed cuts long-term bond yields will not fall because trust in the US and the dollar is waning. This has not happened in the last [--] years. Meaning no one in their professional career has witnessed such a dynamic at play. Many may think this is transitory but once they realize this is the new paradigm the great rotation into gold and hard assets will begin. The new paradigm is here. Position accordingly."
X Link 2026-01-27T16:45Z 23.9K followers, [----] engagements
"This commodity bull market is different. Nearly all electrification pathways depend on Chinese-controlled supply chains. - Data centers - need Chinese inputs - Reshoring - need Chinese inputs - Dont like the dependence and choose war - still require Chinese supplies China doesnt just dominate critical mineral production. It controls the vast majority of refining. Thats the choke point. The only way to regain independence is to: - Massively subsidize alternative supply - Build parallel refining capacity - Accept higher costs in the process That response creates a powerful tailwind for: -"
X Link 2026-01-27T18:07Z 22.3K followers, 18.1K engagements
"China is building a separate financial infrastructure. with gold at the center - Hong Kong will link gold trading with Shanghai. - This connects offshore markets to Chinas gold system. - It bypasses Western clearing and pricing centers. Gold matters because it removes counterparty risk. - Currencies rely on trust in issuing authorities. - Asset seizures proved reserves abroad can be frozen. - That permanently raised the risk of dollar holdings. China is responding by building a parallel monetary system. Trade is increasingly settled in yuan instead of dollars and recipient countries are given"
X Link 2026-01-28T10:56Z 22.4K followers, 16.8K engagements
"Shanghai silver premium is widening. Demand for silver in China remains very strong"
X Link 2026-01-28T12:24Z 22.4K followers, [----] engagements
"Cameco CEO: Nuclear power is now an urgency. - Climate security - Energy security - National security All roads lead to the same conclusion: Nuclear must be built out rapidly"
X Link 2026-01-28T17:10Z 23K followers, [----] engagements
"What a wonderful day to be a commodity investor"
X Link 2026-01-29T10:55Z 22.9K followers, [----] engagements
"Ray Dalio: On the current macro picture - The current monetary regime is unsustainable - New rising powers are threatening US dominance - If the situation isnt handled properly it will be worse than a recession In these times where trust is eroding and crisis points are emerging you want to own hard assets: - Commodities - Precious metals - Energy The building blocks of our society. Take every major crisis: - 1930-40: commodities outperformed - 1970-80: commodities outperformed - 2000-2011: commodities outperformed The natural hedge to the craziness around us is commodities."
X Link 2026-01-29T15:43Z 23K followers, 37.7K engagements
"Commodity supply is structurally broken New mine development has collapsed: - Copper: [----] peak - down 90% - Iron ore: [----] peak - down 90% - Nickel: [----] peak - down 80% - Gold: [----] peak - down 60% Yet production kept rising. Expanding existing already-permitted mines was easier cheaper and faster than building new ones. Companies squeezed every last ton out of their assets. That phase is now over. Expansion alone can no longer meet demand. The world needs new mines. badly. There is no quick fix. It takes [--] years from discovery to production. Even an immediate reversal would only deliver"
X Link 2026-01-29T18:08Z 23.1K followers, 26K engagements
"Sprott is getting ready to squeeze the uranium market Sprott may issue up to 2B worth of stock to buy uranium over the next [--] months. Thats the equivalent of 50% of the [----] spot market volume at todays prices"
X Link 2026-01-29T20:03Z 23.4K followers, 194.9K engagements
"The rumored new Fed chair. - He says the Fed should stay out of politics - Trump wants the Fed to support his politics If he becomes the new Fed chair expect him to bow to Trumps demands"
X Link 2026-01-30T10:07Z 23.1K followers, 45.4K engagements
"Supply chain wars are in full swing. Chinas dominance in rare earth mining and processing has sent a shockwave through the US administration. They are now trying to regain independence. - Meeting allies to de-Chinafy - The trade war - Subsidizing mining and processing facilities - Strategic metal stockpiles These are all measures to loosen Chinas chokehold. This issue is a top priority and will be the defining investment trend of the next decade. https://twitter.com/i/web/status/2017193905846972856 https://twitter.com/i/web/status/2017193905846972856"
X Link 2026-01-30T11:11Z 24K followers, [----] engagements
"Copper supply disruptions wont stop Striking contract workers are blocking a critical road to Chiles Escondida Mine and Zaldvar Mine. Escondida is the largest copper mine in the world responsible for 5% of global copper production"
X Link 2026-01-30T14:59Z 23.1K followers, 13.1K engagements
"Silver juniors are cheap relative to the price of silver - Silver juniors-to-silver ratio is at [----] lows - Silver producers-to-silver ratio is also low The market doesnt believe in higher silver prices. This reminds me of [----] when gold was surging higher but miners lagged behind. only to start a brutal catch-up rally in [----]. Buying silver juniors now is like buying gold producers in 2024"
X Link 2026-01-30T16:05Z 23.8K followers, 14.9K engagements
"The silver market has fundamentally changed. Industrial demand for silver is surging: - 2016: 47% - 2026: 67% Meanwhile we reached peak silver production in [----] which led to [--] consecutive years of silver deficits. These deficits erased the equivalent of [--] year of global silver mine production. At the same time silver is becoming a matter of national security. - No silver = no AI - No silver = no military In these sectors access to silver is more important than price. The combination of surging deficits and the inability to ramp up production quickly raises the likelihood of silver"
X Link 2026-01-30T17:02Z 22.4K followers, 20K engagements
"Shanghai silver premium: $31 China will gladly take physical delivery of all the paper gold you are selling"
X Link 2026-01-30T17:38Z 23.6K followers, 30.8K engagements
"The easy oil is gone. Over the years it has become increasingly more difficult to find new oil which led to an average increase of five years from exploration to development. New average [--] years Explore now - produce oil in 2046"
X Link 2026-01-30T18:10Z 23.8K followers, [----] engagements
"Tether plans 1015% gold holdings in 2026"
X Link 2026-01-30T19:59Z 22.4K followers, [----] engagements
"Shanghai premium is at 39%. India is at 30%. Guess where physical is going"
X Link 2026-01-30T21:16Z 23.6K followers, 120.4K engagements
"If the dollar loses reserve status gold could surpass $39K. - Global M0 divided by gold reserves: $39K per oz - Global M2 divided by gold reserves: $184K per oz - Kazakhstan and Russia have enough gold to peg their currencies to gold - China needs 325M oz more to peg its currency to gold BRICS are stacking gold for the ongoing clash between BRICS vs. the West. Gold will become the preferred reserve asset in this environment. https://twitter.com/i/web/status/2017552533389017120 https://twitter.com/i/web/status/2017552533389017120"
X Link 2026-01-31T10:56Z 24.1K followers, 29.1K engagements
"The biggest bottleneck for AI is energy - European utilities received [---] GW of connection requests for new data centers - Thats the equivalent of 90% of the EUs power demand - In the US alone data center demand has 2xd electricity costs in [--] years Adding the required electricity generation and expanding the grid infrastructure isnt easy. It requires time enough skilled workers and access to minerals. all of which are in question. - Gas power plant construction time increased: from [---] years - [--] years - Nuclear power plants: [--] years - Transmission lines for the grid take [--] years to build To"
X Link 2026-01-31T11:59Z 23.3K followers, 13.1K engagements
"Copper deficits are piling up - From [----] onward deficits widen through [----] - From [----] annual deficits exceed [--] mt - Thats 50% of todays mine supply Cumulative deficits reach [--] mt or more than [--] years of global mine supply. Coppers supply-demand model is broken"
X Link 2026-01-31T14:58Z 23.1K followers, 19K engagements
"Ray Dalio: The global order is breaking - The monetary order is breaking - Geopolitical conflicts are surging On the monetary side: The seizure of Russian assets has led central banks to prioritize gold over US Treasuries resulting in a massive outperformance of gold vs stocks while bonds have lost their safe-haven status. On the geopolitical side: The trade war and the US policy of dominance at all costs have alienated many countries around the world. The US is coercing the very countries that are financing the US via Treasuries. This relationship is inherently unsustainable. As long as the"
X Link 2026-01-31T15:45Z 24K followers, 18.9K engagements
"2026 will be the next inflationary surge. This time caused by higher commodity and energy prices: - Oil up 12% YTD - Gas up 100% - Copper up 10% - Silver up 15% - Aluminum up 27% At the same time the next Fed chairman will run this market hot. You do not own enough hard assets. https://twitter.com/i/web/status/2017676083710083384 https://twitter.com/i/web/status/2017676083710083384"
X Link 2026-01-31T19:07Z 23K followers, 11.5K engagements
"We have entered a commodity supercycle. - Global mining stocks gained 90% since [----] - MAG7: 25% - Semiconductor index (SOX): 60% Not even AI can keep up with mining. The world is slowly waking up to the fact that you cannot build anything without mining the necessary materials first. The global race to secure resources will provide a massive tailwind for the commodity space. https://twitter.com/i/web/status/2017916688805617853 https://twitter.com/i/web/status/2017916688805617853"
X Link 2026-02-01T11:03Z 23.8K followers, 12.9K engagements
"Largest silver retail dealer Baird & Co has closed its online shop. Despite the massive paper shorting on Friday physical markets are still in deficit"
X Link 2026-02-01T11:07Z 24.2K followers, 13K engagements
"Chinas largest e-commerce platform is selling: - Gold bars for $5700 - Silver for $163 While paper shorts are depressing Western prices physical demand in Asia remains strong. How long till we ship all our gold and silver to Asia During the tumble of PM prices how about the price of the investment gold bar price on China's largest e-commerce platform https://t.co/q7AqLyd8M1 The gold bar is equivalent to $5720.79/oz and the silver bar is equivalent to $163.35/oz today. https://t.co/QRdCqK3uxO During the tumble of PM prices how about the price of the investment gold bar price on China's largest"
X Link 2026-02-01T11:53Z 22.4K followers, 64.3K engagements
"Venezuela wont flood the market with oil. More cold ice from Morgan Stanley with regard to Venezuelas oil production: - Over [--] years a [------] kbpd increase is possible - Potentially [---] mbpd over the next decade To reach that level producers would need to deal with: - Hundreds of billions in CapEx spending - Security concerns - Questions about the legality of the US capturing Maduro - Long-term political stability Considering all the risks massive production increases are questionable at best. The oil market remains dangerously tight https://twitter.com/i/web/status/2017930253008572498"
X Link 2026-02-01T11:57Z 23.1K followers, [----] engagements
"No copper = no AI - Amazon signed a 2-year supply contract to source copper - The project would produce [--] kt of copper cathode over [--] years - Thats not even enough to build one large data center This has never been done before but it shows that we have entered a new era. Access to resources money to buy those resources. With copper deficits persisting expect more industries to secure supplies directly leaving less copper available for the rest of the world at a time when copper demand is off the charts. The age of copper is about to begin. https://twitter.com/i/web/status/2017976819283009915"
X Link 2026-02-01T15:02Z 24.1K followers, 81.3K engagements
"This gold bull market is different: Central banks and stablecoin providers have entered in a big way. Tether has purchased as much gold as China this year. The magnitude and duration of this gold bull market will surprise everyone"
X Link 2026-02-01T19:04Z 24.2K followers, 17.8K engagements
"Global copper inventories are plunging. - Copper inventories are down 60% since the [----] high - They only cover [--] days of copper consumption - Long-term average is [--] days - We are 80% below that Copper deficits are piling up"
X Link 2026-02-01T20:06Z 24.2K followers, 28.7K engagements
"Shanghai silver price: [---] - 102$ Western silver price: [--] - 73$ This will be an interesting week"
X Link 2026-02-02T07:07Z 24K followers, 18.9K engagements
"The oil glut is falling apart in real time. - Instead of OPEC flooding the market exports are shrinking - US shale oil production is down year over year - Global oil demand is hitting all-time highs I remain long oil for the long term"
X Link 2026-02-02T14:57Z 22.3K followers, 15.8K engagements
"The US is working on a rare earth pricing system with its allies to reduce Chinas dominance"
X Link 2026-02-02T15:56Z 23.8K followers, 15.5K engagements
"The silver crash was caused by massive paper shorting. - [---] billion oz were traded - Annual mine production is [---] million oz of silver - More than double global mine production was traded in a few hours Meanwhile the physical market remains tight with multiple dealers rationing silver through different mechanisms"
X Link 2026-02-02T18:41Z 24.2K followers, 17.4K engagements
"The average size of oil discoveries is plummeting. - 1970s avg: [---] mboe fields - 2010s avg: [--] mboe - A [--] % decrease Guyana is a rare exception"
X Link 2026-02-03T18:07Z 24.2K followers, [----] engagements
"Gold is the ultimate safe-haven asset While most people track the USD price of gold they often forget other currencies. - Gold in Indian rupees is up 5x over the last [--] years - Gold in USD is up 1.6x over the same period Gold has been attractive in USD terms but it has been a lifesaver in less stable currencies. https://twitter.com/i/web/status/2018761239942328824 https://twitter.com/i/web/status/2018761239942328824"
X Link 2026-02-03T18:59Z 24.3K followers, 16.4K engagements
"Investors are historically bearish on oil. Only the lockdown when prices briefly went negative exceeded todays level of pessimism. Meanwhile we have: - Almost weekly attacks on Russian oil infrastructure - A regime-change attempt in Iran - E&Ps cutting CapEx at current price levels In a cyclical market you want to position yourself at peak bearish sentiment. I believe we are there now. Current price levels are not sustainable. https://twitter.com/i/web/status/2019002061803622771 https://twitter.com/i/web/status/2019002061803622771"
X Link 2026-02-04T10:56Z 24.1K followers, 17K engagements
"Shanghai silver: $105 Western silver price: $90 Shanghai premium: $15 Chinas silver demand remains strong"
X Link 2026-02-04T13:05Z 24K followers, [----] engagements
"The oil supply-demand model is broken: - Conventional discoveries are down 60% since [----] - Down 90% since [----] - 80% of producing fields are past their peak In other words we are squeezing more and more out of existing fields. At the same time global decline rates are surging: - Decline rates have doubled since [----] - A total of [--] mbpd That is the equivalent of losing the entire output of the 4th-largest oil producer every year. At some point we will not have enough oil to meet future demand without new fields"
X Link 2026-02-04T16:04Z 24K followers, 33.3K engagements
"Silver shortage in Dubai - Buyers are paying 15% premiums - Physical inventories are depleted - When metal appears it is bought immediately More importantly suppliers are unwilling to guarantee future deliveries. This is what stress looks like in a physical market: - Rising premiums - Vanishing inventories - Uncertain supply timelines We are witnessing the return of the physical world https://twitter.com/i/web/status/2019129251128070237 https://twitter.com/i/web/status/2019129251128070237"
X Link 2026-02-04T19:21Z 24.2K followers, 10.7K engagements
"Paper silver and physical silver are at war - Paper shorts pushed silver prices down 22% in [--] hrs. - At the same time the physical market is being drained every day. The most telling signal is coming from the COMEX. - Normally only 13% of contracts settle physically - Now we are seeing 100% physical settlement You cant build AI data centers or missiles with paper silver. The world is desperate for real silver. https://twitter.com/i/web/status/2019344836512342034 https://twitter.com/i/web/status/2019344836512342034"
X Link 2026-02-05T09:38Z 24.1K followers, 41.2K engagements
"All roads lead to inflation In a decade: - Interest expense: set to double - Healthcare: up 80% - Social Security: up 70% - Defense: up 20% Together these grow faster than GDP pushing the deficit 30% higher. All of this assumes long-term CPI inflation of 2.4%. If inflation runs hotter even modestly spending rises faster deficits widen and financing costs jump. Which feeds inflation again. The risk of an inflationary surge remains elevated https://twitter.com/i/web/status/2019381811395051744 https://twitter.com/i/web/status/2019381811395051744"
X Link 2026-02-05T12:05Z 24K followers, [----] engagements
"Narrative: China is flooding the world with EVs. Reality: 8/10 of Chinas top [--] car exporters sell mostly gasoline-powered vehicles. Even the IEA has pushed peak oil demand to [----]. Oil demand is a given. Supply is not"
X Link 2026-02-05T15:56Z 22.7K followers, [----] engagements
"Sprott: The long hard-asset trade joins the debasement trade. - Persistent fiscal deficits and monetization - Liquidity injections - Financial repression With DOGE out of the way it is becoming more obvious by the day how the US government wants to solve the debt burden. via inflation. In this environment: - Hard assets outperform - Bonds and cash underperform Meanwhile the AI-driven CapEx boom and reshoring are adding multi-year structural demand for commodities. This spending is largely classified as national security meaning it must be made regardless of price. Portfolio construction is"
X Link 2026-02-05T20:03Z 23K followers, 12.2K engagements
"Silver: another day another physical drain We are witnessing a growing disconnect between paper silver and physical silver. Paper shorts are pushing prices lower. Physical buyers are using those lower prices to drain available stockpiles. Paper can suppress price. Physical removes supply. The real question is simple: What happens to the price of silver when physical is no longer available https://twitter.com/i/web/status/2019697675776528628 https://twitter.com/i/web/status/2019697675776528628"
X Link 2026-02-06T09:00Z 24.1K followers, 17.7K engagements
"Nvidia has permanently lost access to the worlds 2nd-largest AI market. US: You cant have our advanced chips. China: Fine well build our own. Nvidia to Trump: China is the biggest chip market ex US US: Okay China you can have our advanced chips. China: No thanks. Chinas ultimate goal is to become truly independent. call it sanction-proof. https://twitter.com/i/web/status/2019804597636763828 https://twitter.com/i/web/status/2019804597636763828"
X Link 2026-02-06T16:05Z 24.2K followers, [----] engagements
"Robert Kiyosaki converted all his gold and silver into BTC [--] months ago. Since then: - Gold: up 70% - Silver: up 200% - BTC: down 10% BTC trades like a risk asset not like digital gold. You reduce risk by buying gold and increase it by buying BTC"
X Link 2026-02-06T17:02Z 24.2K followers, 25K engagements
"Most of the time bonds dont hedge equities. Over the past [---] years on a 24-month rolling average: - Bonds moved with equities for [--] years - Hedged equities for just [--] years The belief that bonds hedge equities stems from the fact that the last [--] years saw a negative correlation. If youre looking to hedge both equity and geopolitical risk gold is becoming increasingly attractive. https://twitter.com/i/web/status/2019849896119902563 https://twitter.com/i/web/status/2019849896119902563"
X Link 2026-02-06T19:05Z 24K followers, [----] engagements
"Rick Rule: After grading 100K portfolios here are the biggest mistakes people make: 1) They get the thesis right but underestimate the required timeframe 2) They do not do the actual work 3) They are not patient enough to let 10-baggers emerge Avoiding these mistakes will put you ahead of the crowd. - Almost every one of Ricks 10-100 baggers took [--] years - Within that timeframe he experienced a 50% share price decline You need to build the psychological fortitude to weather these periods. If you are getting no 10-baggers your chance of being a successful speculator is 0"
X Link 2026-02-07T13:27Z 24.2K followers, 45.3K engagements
"@CarloFabio1 I am bullish on the whole PM sector"
X Link 2026-02-07T20:20Z 24.1K followers, [----] engagements
"@albertaoilnut I wouldnt be surprised if the gold is gone. The latest batch of Epstein files raises serious questions"
X Link 2026-02-07T21:19Z 23.6K followers, [----] engagements
"@mattredegar Almost everything priced in gold is in a massive bear market. Take the S&P its been in a bear market for [--] years"
X Link 2026-02-07T22:10Z 23.9K followers, [----] engagements
"@martynday Besides the Fed the US would force pension funds insurers and banks to buy more"
X Link 2026-02-09T11:56Z 24.1K followers, [----] engagements
"Gold demand is about to set a new all-time high Meanwhile gold production is growing at 1% annually"
X Link 2026-02-09T12:03Z 24.2K followers, 12.1K engagements
"The Shanghai Futures Exchange is experiencing massive silver draws. - SHFE silver vaults were drawn down by 10% - This comes after a draw of 15% on Friday - [--] more draws like this and all their silver is gone While paper shorts are depressing prices physical buyers are using low prices to buy all the silver they can. https://twitter.com/i/web/status/2020877241090035830 https://twitter.com/i/web/status/2020877241090035830"
X Link 2026-02-09T15:07Z 24.2K followers, [----] engagements
"TCW CEO: Worlds leading asset owners are diversifying away from US assets - They dont announce it but are looking for opportunities outside of the US - This will be a long-term trend Just to put that into perspective: - The US stock market accounts for 70% of global investable stocks - Even small flows diverted to ex-US alternatives would create massive moves The big rotation is upon us"
X Link 2026-02-09T18:02Z 24.2K followers, [----] engagements
"Trumps focus is on nominal growth not real growth. With enough liquidity an economy can grow endlessly in nominal terms. This is not a new idea. it is the exact playbook used in the 1970s. During that period: - Inflation reduced brought debt-to-GDP down to 30% - Only after that adjustment did Volcker raise rates to kill inflation Nominal GDP looked strong but real growth was much weaker. Fast forward to today. The US is heavily indebted interest costs are exploding foreign demand for US debt is fading and reshoring industry is now a strategic necessity. None of that works under tight monetary"
X Link 2026-02-10T11:12Z 24.3K followers, [----] engagements
"RT @ekwufinance: The West financialized while China industrialized - Before [----] GDP growth was constrained by energy. - More growth requ"
X Link 2026-02-11T22:56Z 24.2K followers, [--] engagements
"Western silver prices pulled back from $120 to $105. Shanghai silver prices advanced from $134 to $136. Indian silver prices rose from $119 to $129. Asian buyers are paying a $10-$22 premium. Demand for physical silver is still strong"
X Link 2026-01-30T09:19Z 24.4K followers, 1M engagements
"Chinas gold demand is strong. The combination of: - Central bank buying - Dedollarization - Safe-haven asset status Is leading Chinese citizens to buy physical gold"
X Link 2026-02-06T19:59Z 24.4K followers, [----] engagements
"Robert Friedland: There is not enough electricity to power Americas high-tech ambitions. - Everything including AI is limited by energy. - Data centers are consuming the equivalent of Japans electricity consumption. - One ChatGPT search uses 30x more energy than a Google search. The US is massively short energy. Meanwhile energy is the most hated sector within the S&P while everyone loves AI there is no AI without energy. People are delusional. Energy is the pick-and-shovel approach to AI. https://twitter.com/i/web/status/2021553671201239524 https://twitter.com/i/web/status/2021553671201239524"
X Link 2026-02-11T11:55Z 24.4K followers, 17.8K engagements
"Rebuilding the US military will ignite a massive commodity bull market The most important lesson of WW II was to design military applications so that the existing US industry could produce them en masse. Today the US designs them based on whats possible under ideal circumstances. In the IranIsrael war: - The US depleted 25% of its THAAD interceptors (air defense) - The US currently produces [--] per year and lost [---] interceptors In its current state the US cant hope to win a prolonged war against either China Iran or Russia. To be able to fight any of its peer competitors the US would need to"
X Link 2026-02-13T16:05Z 24.4K followers, [----] engagements
"@unusual_whales The dream of owning a home is becoming increasingly out of reach for younger generations. Their only chance YOLO on Fart Coin"
X Link 2024-12-25T16:52Z 24.3K followers, [----] engagements
"@KobeissiLetter China is used to tariffs. In the past they: - Imposed retaliatory tariffs - Targeted key sectors - Restricted U.S. companies - Devalued the Yuan - Diversified trade partners China has plenty of levers to pull"
X Link 2025-02-02T10:31Z 24.3K followers, 11.4K engagements
"Forget data centers. The biggest driver of future electricity demand wont be AI itll be air conditioners in the developing world. For context: - The West represents [--] billion people - The developing world represents [--] billion people Their goal is to reach the same living standards as the West. You get there by increasing your energy consumption. Electricity production in the developing world is dominated by coal. Rising electricity demand = rising coal demand. If you want to analyze future energy demand growth focus on the [--] billion people raising their living standard"
X Link 2025-10-05T20:54Z 24.4K followers, 73.2K engagements
"This is why copper shortages are inevitable. - Copper supply cant keep up with demand. - Over the past [--] years copper supply increased by [--] Mtpa We now need to add the same amount in just one decade. 1/3 of the time In the meantime: - 1990-2010: [---] large copper discoveries [----] Mt of copper - 2010-2025: [--] large discoveries [---] Mt of copper - Ore grades: 2% in [----] vs. 0.6% today. and still falling So the industry faces a double constraint: - Fewer discoveries - Lower-quality deposits Were exploring less. And each discovery delivers less metal. The copper supply picture is broken."
X Link 2026-01-01T15:26Z 24.4K followers, 277.9K engagements
"Silver is outperforming silver miners. Silver miners are down 25% since the October high. Due to their operating leverage miners typically outperform the metal. But in rare cases the metal outperforms the miners. The same dynamic played out in [----] with gold vs. gold miners. https://twitter.com/i/web/status/2010064671479320877 https://twitter.com/i/web/status/2010064671479320877"
X Link 2026-01-10T19:02Z 24.3K followers, [----] engagements
"Copper supply is collapsing as demand explodes. - Indonesia: [---] kt - Chile: [--] kt - Canada: [--] kt - Africa: [---] kt Thats [---] kt of lost supply. the equivalent of wiping out the worlds third-largest copper mine. Meanwhile demand is accelerating: - Electrification - AI infrastructure - Grid buildouts This is the worst possible combination. or the best when you are long copper - Supply disappoints. - Demand surprises. Thats why copper remains one of my favorite long-term bets"
X Link 2026-01-13T20:01Z 24.3K followers, 33.9K engagements
"Copper supply is a mess. - Average copper grade in 1900: 2% - Expected average copper grade in 2030: 0.5% - A decline of 80% We now have to crush far more rock to extract the same amount of copper. This leads to: - Higher costs - Lower production - More complex projects Meanwhile major copper discoveries are in perpetual decline: - 1990-2014: [--] Mt discovered annually - 2014-2024: [--] Mt discovered annually - A decline of 90% We are in a copper supply crisis. https://twitter.com/i/web/status/2014049692137492600 https://twitter.com/i/web/status/2014049692137492600"
X Link 2026-01-21T18:57Z 24.4K followers, 37.3K engagements
"The market is mispricing silver producers. - Hecla's profits surged 800%+ since [----] - Meanwhile the share price 500% over the same period. The gap between profits and prices is widening fast. This is not company-specific its sector-wide. - Higher prices flow directly into miner margins. - Fixed costs mean profits scale faster than revenues. - Equity markets have not repriced this operating leverage. Earning season for silver miners will be explosive https://twitter.com/i/web/status/2014082909313839164 https://twitter.com/i/web/status/2014082909313839164"
X Link 2026-01-21T21:09Z 24.3K followers, 38.5K engagements
"US uranium production has collapsed. - US uranium production is 80% below its [----] peak - Uranium accounts for 20% of US electricity generation In other words roughly 20% of US electricity generation is now almost entirely dependent on imports. The US must boost domestic uranium supply. https://twitter.com/i/web/status/2016224538674016341 https://twitter.com/i/web/status/2016224538674016341"
X Link 2026-01-27T18:59Z 24.3K followers, 18.7K engagements
"Rick Rule: On why he sold 80% of his physical silver. - He bought silver because it was hated - Now that it is no longer hated he sold it When the reason for owning an asset goes away the asset has to go away. - He sold physical silver to buy silver mining stocks - Silver miners are discounting $40 silver In other words even if silver corrects miners should outperform. Silver miners are at this point a superior speculation. https://twitter.com/i/web/status/2016465568946106595 https://twitter.com/i/web/status/2016465568946106595"
X Link 2026-01-28T10:57Z 24.3K followers, 337.3K engagements
"Gold price needed to erase all government debt based on gold holdings - US: 141K - China: 63K - Russia: 4K - India: 26K - EU: 61K Gold is the only neutral reserve asset that is not needed for anything else. no industry is getting decimated by gold surging higher. Rising gold prices are the cure for global overindebtedness. https://twitter.com/i/web/status/2016921116460142709 https://twitter.com/i/web/status/2016921116460142709"
X Link 2026-01-29T17:07Z 24.3K followers, 62.2K engagements
"Uranium is about to take out it's [----] high"
X Link 2026-01-30T14:20Z 24.3K followers, 12.1K engagements
"China buys more gold than reported - In November they bought 10t and reported [---] - In September they bought 15t and reported [---] Chinas gold buying is an order of magnitude higher than reported"
X Link 2026-01-31T20:06Z 24.3K followers, 54.7K engagements
"There is no commodity bull market without energy. We saw a tight correlation between energy and commodities until [----]. Commodities surged while energy went nowhere. I expect energy to follow commodities"
X Link 2026-02-02T11:08Z 24.3K followers, 35.4K engagements
"We are in a commodity bull market and no one is positioned for it - Commodities vs financial assets are at a historic low - At the peak of the 2000s bull market the ratio was 8x higher - At the peak of the 1980s bull market the ratio was 45x higher Commodities remain ultra cheap vs financial assets. Since the 1980s interest rates and inflation steadily fell providing a tailwind for growth stocks. This lowered the risk-free rate (the US 10-year yield) and pushed investors further out the risk curve. Companies and real estate investors benefited as well they could refinance debt at ever-lower"
X Link 2026-02-02T12:03Z 24.3K followers, 32.8K engagements
"Uranium is setting the stage for an upward swing Most people focus on the spot market which represents only 15% of the overall market. The term market is where the vast majority of uranium is sold. Uranium contracts currently being negotiated: - Floors in the 90s - Ceilings in the 160s - A rise of 20% in the last [--] months The floor is higher than the current spot price. Utilities are still short uranium and at some point in the near future will have to enter the market in size. Uranium is one of my top picks for the long term. https://twitter.com/i/web/status/2018640478766354823"
X Link 2026-02-03T10:59Z 24.3K followers, 33.4K engagements
"We are entering a historic gold bull market. - Trump is threatening military intervention left and right - Europe is actively preparing for a war with Russia. War is always and everywhere inflationary. During the last major inflationary period gold briefly accounted for - 20% of global investable assets - Today that figure sits closer to 6%. If geopolitical conflict and inflation persist a return to previous allocation highs is not extreme. its consistent with history. Gold is being repriced for a world that is far less stable than investors assume."
X Link 2026-02-03T15:58Z 24.3K followers, [----] engagements
"Citadel CEO: The area of recklessness is government spending around the world - All governments are spending above their means - The only hope to overcome this crisis is AI productivity gains But the constraint for AI is not capital but resources like: - Energy - Critical minerals - China controls the latter while the US is short on the former. The only true savior in our current situation is gold and hard assets. https://twitter.com/i/web/status/2018775886636470450 https://twitter.com/i/web/status/2018775886636470450"
X Link 2026-02-03T19:57Z 24.3K followers, 10.9K engagements
"Silver physical market is extremely tight During the silver mass sell-off all paper shorts on the COMEX found buyers who demanded physical delivery. This is extraordinary as normally only 1-3% of contracts result in physical delivery. The silver sell-off was used to accumulate physical silver. https://twitter.com/i/web/status/2019002061614985316 https://twitter.com/i/web/status/2019002061614985316"
X Link 2026-02-04T10:56Z 24.3K followers, 36.5K engagements
"JP Morgan: Gold to hit [----] by the end of the decade Private investor allocation just has to rise from 3% to 4.6% I wouldnt be surprised if a standard portfolio allocation ends up much higher"
X Link 2026-02-04T11:55Z 24.3K followers, 27.5K engagements
"Rick Rule: Oil is hated so he is bullish. - Wall Street is using peak oil demand of [----] - The IEA has now pushed peak oil demand to [----] In other words Wall Street is massively underestimating oil revenues beyond [----]. The vilification of the oil industry has led major lenders to leave the space increasing the cost of capital. Oil companies globally are now underinvesting in their businesses by $12B per day in favor of returning cash to shareholders. The oil industry is living off investments made a decade ago: - Since [----] 90% of CapEx has been committed just to maintain current production"
X Link 2026-02-04T12:40Z 24.3K followers, 48.8K engagements
"Trump is the president gold bugs always needed - His volatile character and random tweets - His trade war on friend and foe - His military operations - Him saying international law doesnt apply to him All of it is spreading uncertainty across financial markets. Long gold is the logical Trump trade. https://twitter.com/i/web/status/2019123112005017884 https://twitter.com/i/web/status/2019123112005017884"
X Link 2026-02-04T18:57Z 24.4K followers, [----] engagements
"We have entered the age of copper. - EVs use [--] more copper than internal combustion vehicles - AI data centers require [--] more copper than traditional data centers - The EUs electrical grid expansion is projected to increase [--] Copper demand is surging while supply remains disappointing. https://twitter.com/i/web/status/2019156350270312454 https://twitter.com/i/web/status/2019156350270312454"
X Link 2026-02-04T21:09Z 24.3K followers, 12.4K engagements
"Uranium spot prices are getting nuked. Good reminder that the spot market is largely irrelevant. Spot trading is mostly used by traders not utilities and represents only 15% of the total uranium market. Utilities buy uranium in the term market where prices have a floor in the $90s. In other words term prices are well above current spot prices Ignore the spot price and focus on the term market Over the long run uranium prices still have to move higher. https://twitter.com/i/web/status/2019424532155531741 https://twitter.com/i/web/status/2019424532155531741"
X Link 2026-02-05T14:55Z 24.4K followers, 17.1K engagements
"This is a good reminder of how small the physical silver market really is and how easy it is to manipulate it - Paper silver to physical silver ratio: 408:1 - Annual silver production: $70B If just 0.25% of paper silver were settled in physical it would wipe out [--] year of global silver production. https://twitter.com/i/web/status/2019460186641928316 https://twitter.com/i/web/status/2019460186641928316"
X Link 2026-02-05T17:16Z 24.4K followers, 100.4K engagements
"The oil market is heading into a supply cliff. - Upstream startups peaked around [--------]. - New capacity fell over 70% since that peak. - [----] startups approach near-zero levels. This matters because oil declines every year. - Existing fields decline 6% annually. - That equals [--] mbpd lost each year. - New projects no longer replace declines. Future production won't be enough to meet demand"
X Link 2026-02-05T18:08Z 24.4K followers, 17K engagements
"Dedollarization: The yuan is steadily gaining share in global trade finance. - The yuan share rose from 2% in [----]. - It climbed to over 8% by early [----]. - That is a [--] increase in five years. This is a structural shift. - The steepest gains began after [----]. - Since then usage rose roughly +1-2% annually China increasingly settles trade in yuan especially with energy and commodity exporters reducing the for USD. At the same time the weaponization of the dollar system increased the risk of relying on Western clearing. The world is shifting into [--] competing blocks This shift comes at a time"
X Link 2026-02-07T10:56Z 24.3K followers, 11.7K engagements
"The uranium supplydemand model is broken - India plans to 10x nuclear generation capacity by [----] reaching [---] GW - This would add [--] mlbs of annual uranium demand - Equivalent to roughly 30% of current global uranium production At the same time uranium supply is expected to decline over this period. This creates a projected cumulative deficit of 1.7B lbs. nearly 10x current annual uranium production. Uranium is one of my favorite long-term plays. https://twitter.com/i/web/status/2020203727970345324 https://twitter.com/i/web/status/2020203727970345324"
X Link 2026-02-07T18:31Z 24.4K followers, 17.1K engagements
"GDP includes government spending. Government spending accounts for 40% of GDP. Increase that and you will increase GDP. Scott Bessent implied 8% GDP growth could be possible. https://t.co/rDohahIaRK Scott Bessent implied 8% GDP growth could be possible. https://t.co/rDohahIaRK"
X Link 2026-02-07T22:17Z 24.4K followers, [----] engagements
"A historic natural resource bull market is no longer optional. its inevitable. The trade war with China made one reality impossible to ignore: the Western economic model broke itself. By offshoring production for margin expansion the US traded efficiency for dependency. China didnt just take manufacturing: it took control of - Processing - Refining - Downstream dominance. Whoever controls downstream industries controls upstream supply. Remove China out of the equation and critical systems collapse: defense manufacturing AI infrastructure advanced technology. US market valuations and its"
X Link 2026-02-08T19:04Z 24.4K followers, 18.3K engagements
"Gold supplydemand model is broken Major gold discoveries are collapsing. - [--------] avg: [---] discoveries - [--------] avg: [---] discoveries - [--------] avg: [--] discoveries Despite much higher gold prices major discoveries are down 60% vs the [--------] period. In [--------] there were [--] major discoveries. this has never happened before. It takes: - [--] yrs from discovery to production - [--] yrs from exploration to production That means very few major deposits will enter production in the coming years. Even discoveries made today would not produce before [----]. At the same time central banks are"
X Link 2026-02-09T15:56Z 24.3K followers, 10.9K engagements
"Energy stocks are breaking finally breaking out"
X Link 2026-02-10T09:26Z 24.3K followers, 11.8K engagements
"Warsh will let the money printer go wild. But he said he wont do it. Here is Powell before he became Fed chair: - He criticized QE - Said it would never be enough for the market - Said Fed models will always show economic benefits - Argued those benefits are overstated Sounds reasonable right And then when push came to shove He printed like never before. and then some just to be sure. - It took the Fed over [---] years to amass a $4T balance sheet - It took Powell [--] years to double that In the end beliefs are meaningless when cracks start to emerge. They will always be filled with liquidity."
X Link 2026-02-10T10:13Z 24.4K followers, [----] engagements
"We are heading into an oil supply crisis. - The only source of production growth over the past decade US shale is declining - 80% of producing fields are past their peak - We have underinvested in oil for over a decade At the same time our safety nets are largely gone. - The SPR is depleted - OPEC excess capacity is almost gone - DUCs are largely depleted Meanwhile by [----] we are expected to add [--] mbpd of demand where is it supposed to come from - It takes [--] years from exploration to first production - Meaning exploration today delivers oil in [----] The problem is simple: we are not"
X Link 2026-02-10T16:02Z 24.4K followers, 20K engagements
"@chigrl That's why onsite power generation is surging"
X Link 2026-02-10T18:21Z 24.3K followers, [----] engagements
"If winning the AI race means building endless data centers which country will win The country with: - critical minerals needed for data centers - the power to operate them Or the country that: - runs endless deficits to import resources - had two decades of zero electricity generation growth No critical minerals + energy no AI. https://twitter.com/i/web/status/2021598917184409647 https://twitter.com/i/web/status/2021598917184409647"
X Link 2026-02-11T14:55Z 24.3K followers, [----] engagements
"RT @ekwufinance: Robert Friedland: There is not enough electricity to power Americas high-tech ambitions. - Everything including AI is"
X Link 2026-02-11T23:55Z 24.3K followers, [--] engagements
"RT @ekwufinance: China is dominating rare earth PhD programs. the US is dominating LGBTQ classes. - Rare earth PhD programs in China: 15"
X Link 2026-02-12T04:04Z 24.3K followers, [--] engagements
"RT @ekwufinance: Trump: He who has the gold makes the rules Putin: The US has no gold Maybe theres a reason there has never been an inde"
X Link 2026-02-12T05:10Z 24.3K followers, [--] engagements
"RT @ekwufinance: Global oil decline rates are accelerating - Over the last generation decline rates have 2x - Driven mainly by the fast-"
X Link 2026-02-12T06:57Z 24.3K followers, [--] engagements
"RT @ekwufinance: Ray Dalio: The world is on the brink of a capital war Money is being weaponized. - Trade embargoes - Blocking access to"
X Link 2026-02-12T08:05Z 24.3K followers, [--] engagements
"RT @ekwufinance: Czechs piling up gold - They view gold as a safe haven given the geopolitical tensions - Gold sales rose 150-400% yoy - T"
X Link 2026-02-12T09:09Z 24.3K followers, [--] engagements
"Rick Rule: Were in a bull market - dont waste it. - In the 1970s the gold price fell [--] times by 30% or more - 1971-1975: Gold increased 6x from $35 to $200 - In [----] gold fell from $200 to $100 Everyone shaken out at $100 missed the move to $850 by [----] You have to prepare yourself financially and psychologically for 20-50% pullbacks. You need to know your portfolio well enough that you have the conviction where price declines are opportunities instead of risks. The converse of that is that when you see price spike up you need to harvest gains. You have not made the money until you have taken"
X Link 2026-01-30T15:06Z 24.4K followers, 600.9K engagements
"Morgan Stanley: Uranium is one of the preferred commodities in [----]. - Utilities are short uranium and are entering the spot market - Price target of $90/lb by Q3 The uranium market is set to outperform"
X Link 2026-01-31T18:09Z 24.4K followers, 33.4K engagements
"Brien Lundin: Mining stocks are still undervalued. - Gold producers are printing money - Their P/E ratios are at the lowest levels in history - Large-cap gold miners are starting to outperform gold - Juniors are beginning to outperforming the majors Fortunes will be made especially in the junior mining sector. https://twitter.com/i/web/status/2019426386230808800 https://twitter.com/i/web/status/2019426386230808800"
X Link 2026-02-05T15:02Z 24.4K followers, 67.5K engagements
"Commodities are breaking out"
X Link 2026-02-06T14:59Z 24.4K followers, 36.4K engagements
"Data center cancellations and postponements are surging - [--] in December [--] vs 1-6 per month in the previous [--] months - January [--] has already reached [--] Ambitions are meaningless when access to resources is the constraint. - Newton County GA: Meta accounts for 10% of water consumption - By 2030: data centers could consume the equivalent of 10m Americans - Louisiana: a data center under construction needs [--] new fossil-fueled power plants Dominion Energy wants to add [--] GW of data centers to a grid that can handle peak demand of [--] GW. a 50% gap. Hard assets are the basis of everything if we"
X Link 2026-02-08T18:09Z 24.4K followers, [----] engagements
"Asian retail investors are pilling into silver"
X Link 2026-02-10T19:57Z 24.4K followers, 15.4K engagements
"SHFE changed the rules to prevent silver price manipulation. The near-delivery period is typically low in volume dominated by participants who intend to settle in physical. This makes it the perfect window for aggressive paper shorting to suppress prices. It was no coincidence that the silver flash crash occurred on the very last trading day of January. This flash crash was not caused on the SHFE but spread later and suppressed prices. To prevent such an event in the future the SHFE reduced hedging allowances in that critical period to [--] for certain client categories beginning on the last"
X Link 2026-02-12T18:13Z 24.4K followers, [----] engagements
"Retailers are buying the dip in gold. - Australia - Singapore - Thailand Are queuing to buy gold. With MKS PAMP SA a leading bullion brand sold out for the day"
X Link 2026-02-02T11:57Z 24.4K followers, 14.9K engagements
"Copper deficits are increasing. By 2040: - Copper demand surges to [--] Mt - Copper supply is expected to fall by [--] Mt - Leading to a [--] Mt copper deficit Copper prices are set to rise even further"
X Link 2026-02-04T14:55Z 24.4K followers, 11.9K engagements
"Chinas chokehold on critical minerals is bullish for all commodities. - China dominates refining of [--] out of [--] critical minerals - With an average market share of 70% - Over 50% of these minerals are now subject to export controls The world is heavily dependent on Chinese minerals. Export controls introduced last April forced automotive factories around the world to cut utilization rates or temporarily shut down. Gaining independence from China is not easy: - You need to reshore industry - Expand the grid - Subsidize mining In short this would ignite the mother of all mining bull markets."
X Link 2026-02-04T20:05Z 24.4K followers, [----] engagements
"Gold is replacing US bonds as the safe-haven asset. - We have reached [--] months of drawdowns with no end in sight - A maximum monthly drawdown of 17% - US 10-year bond drawdown since 2020: 50% - Meanwhile gold is up 3x For comparison when Volcker raised interest rates to 20% in [----] it led to: - [--] months of drawdowns - A maximum monthly drawdown of 13% Traditional portfolio construction with 60% equities and 40% bonds does not work in this new era. Current US gold holdings in portfolios are 1.4%. Now imagine what would happen to the price of gold if even a portion of the 40% bond allocation"
X Link 2026-02-05T11:04Z 24.4K followers, [----] engagements
"Inflation just got a second wind. The Fed has agreed to purchase $40 billion in Treasuries per month. Heres how it works: - The Fed creates money to buy Treasuries - The Treasury spends that money into the economy via deficits The result: - Money supply expands - Inflationary pressures increase Elevated inflation will be the dominant macro trend in the coming years. https://twitter.com/i/web/status/2019457809251803422 https://twitter.com/i/web/status/2019457809251803422"
X Link 2026-02-05T17:07Z 24.4K followers, [----] engagements
"Robert Friedland to Trump: You cant reindustrialize without a lot of metal - Everything you touch has to be mined - Mining is just 1% of the S&P - Down from 11% in the 1960s Morale among miners with regard to the Trump administration is sky high Reshoring Americas industry and gaining independence from China will ignite a historic commodity bull market. https://twitter.com/i/web/status/2019730681689960829 https://twitter.com/i/web/status/2019730681689960829"
X Link 2026-02-06T11:11Z 24.4K followers, 62.9K engagements
"Sprott is squeezing the uranium market. - They took 1.4m lbs off the market - That is the equivalent of the US largest producer. gone in [--] day - Sprott still has $230m to further squeeze the market This pushed uranium prices past $100. - No utility - No retail Just Sprott deciding to take out 1% of global uranium production in a single day. https://twitter.com/i/web/status/2019743458341036443 https://twitter.com/i/web/status/2019743458341036443"
X Link 2026-02-06T12:02Z 24.4K followers, 14.4K engagements
"Solar is quietly becoming a major silver driver - PV silver demand was [--] Moz in [----] - It reached [---] Moz by [----] - Thats a 140% increase in [--] years And its not slowing. - [----] demand is projected at 320-450 Moz - That implies another +60-130% increase - Which would equate to 50% of current silver production At the same time: - We are running [--] consecutive years of silver deficits - Military demand for silver is rising - Silver has been classified as a strategic metal Silver inventories and prices are going to get squeezed. https://twitter.com/i/web/status/2020105070868574657"
X Link 2026-02-07T11:59Z 24.4K followers, 18.3K engagements
"Central bank gold buying is far from over Despite record-high prices: - Poland plans to buy as much as [---] tonnes of gold - Poland would become one of the top [--] gold-holding countries - Its central bank could allocate 30% of its assets to gold Gold is becoming the preferred reserve asset. https://twitter.com/i/web/status/2020529384445071785 https://twitter.com/i/web/status/2020529384445071785"
X Link 2026-02-08T16:05Z 24.4K followers, 11.4K engagements
"Uranium is about to hit $100. Meanwhile Kazakhstan responsible for 40% of global uranium supply will see output from existing fields collapse by 80% within the next [--] years while demand is set to double. Uranium prices will go much higher"
X Link 2026-02-14T10:56Z 24.4K followers, [----] engagements
"Continental Resources Buys 90% Stake in Vaca Muerta Shale Why would one of the largest US shale producers invest in Argentina instead of the Permian if they could easily grow production at home Simple: they cant. US shales Tier-1 inventory is depleted. Shale is peaking"
X Link 2025-12-26T19:02Z 24.4K followers, 45.9K engagements
"The UK is regulating itself into irrelevance. The plan was to build [---] km of high-speed rail. Before laying track contractors had to: - Complete a 350-page social value assessment - Guarantee 30% female representation - Guarantee 20% ethnic-minority representation The outcome was predictable. - Original timeline: 2010-2026 - After years of delays and overruns 50% of the project was cancelled - Remaining construction now stretches beyond [----] - Cost: 70B for just 40% of the route (311M per km) Meanwhile China: - Built [-----] km of high-speed rail in [--] years - Averaging [----] km per year - At a"
X Link 2026-01-10T10:59Z 24.4K followers, 7M engagements
"Critical minerals are facing massive deficits over the next decade. - Copper: 33% deficit - Lithium: 38% deficit - Nickel: 15% deficit - Cobalt: 14% deficit These deficits arent theoretical.Theyre the result of underinvestment long lead times and rising demand. This bull market is just getting started. https://twitter.com/i/web/status/2014366531694518714 https://twitter.com/i/web/status/2014366531694518714"
X Link 2026-01-22T15:56Z 24.4K followers, 246.2K engagements
"The energy bull market is in the making 1) Gold miners broke out first after years of basing 2) Copper miners followed with a sharp upside move 3) Energy stocks are still lagging at resistance There is no commodity bull market without energy. Meanwhile long-term fundamentals are getting better and better: - Decline rates are rising across the board - US shale production is in decline - There is no meaningful supply growth This is the phase you want to position yourself in: - Energy is hated - No one except for a few guys on Twitter is talking about it - Money manager bearishness has reached"
X Link 2026-01-29T15:56Z 24.4K followers, 26.7K engagements
"The 22% silver flash crash today was driven by aggressive shorting. - Trading volume hit [---] million ounces this morning - Thats nearly [--] global mine supply in a single session - The SHFE flagged six groups of accounts for abnormal trading behavior - Those accounts were restricted from opening new positions This wasnt organic selling. It was a deliberate attempt to force prices lower using concentrated short pressure. Someone was desperate to break silver and they pushed hard enough that the exchange had to step in. https://twitter.com/i/web/status/2019403505643979065"
X Link 2026-02-05T13:31Z 24.4K followers, 135.8K engagements
"Chinas exchange silver stockpiles are plummeting - Since [----] [----] t of silver has been drained - Thats a 90% draw in [--] yrs - Equivalent to 30% of annual global silver supply Physical silver demand in China remains strong. - SGE + SHFE hold a combined [---] t - After today's draw of [--] t - [--] more days like this and there is no silver left Chinese buyers are using low prices to stack silver. https://twitter.com/i/web/status/2019808180956438778 https://twitter.com/i/web/status/2019808180956438778"
X Link 2026-02-06T16:19Z 24.4K followers, 18.1K engagements
"Oil adjusted for inflation is at historic lows. Just to return to the mean oil prices would need to reach $94. I wouldnt be surprised if this cycle produces a new all time high"
X Link 2026-02-06T18:10Z 24.4K followers, 21.9K engagements
"US data center electricity consumption is off the charts. - 2018: US data centers consumed 2% of US electricity - 2030: It is expected to reach 10% - Thats a 5x increase in [--] years This requires huge amounts of natural resources"
X Link 2026-02-07T14:58Z 24.4K followers, 24K engagements
"Trump: He who has the gold makes the rules Putin: The US has no gold Maybe theres a reason there has never been an independent audit of Fort Knox"
X Link 2026-02-11T17:10Z 24.4K followers, 10.4K engagements
"If you like this tweet you will love my upcoming substack Join here: https://lukasekwueme.substack.com/ https://lukasekwueme.substack.com/"
X Link 2026-02-12T05:30Z 24.4K followers, [---] engagements
"If you like this tweet you will love my upcoming substack Join here: https://lukasekwueme.substack.com/ https://lukasekwueme.substack.com/"
X Link 2026-02-12T10:00Z 24.4K followers, [----] engagements
"Commodities are getting slammed"
X Link 2026-02-12T18:13Z 24.4K followers, [----] engagements
"The commodity cycle is here and no one is positioned for it. - The last commodity cycle peaked at [--] percent commodity allocation - Currently we are sitting at [--] percent - Thats [--] percent lower Meanwhile conditions for the current cycle are far more favorable. The US and the West by extension is slowly waking up to the fact that offshoring their industrial base to China in the pursuit higher margins led to a loss of sovereignty. The oil crisis in the 70s was not a shortage of supply but rather the unavailability of supply. OPEC embargoed the US. Similarly today China is dominating the"
X Link 2026-01-11T18:05Z 24.4K followers, 117.5K engagements
"The President of Cameco: a shock will ignite the next uranium price spike. - Mine restarts may fail - Greenfield projects are vulnerable to delays - Demand is materially stronger than assumed When the shock hits there is no buffer. Inventories are already depleted and utilities will be forced into the spot market. Fuel cost is irrelevant: - Uranium is only 5% of operating costs - Utilities will pay whatever is required to secure supply. This market is tight by structure. A violent repricing is inevitable. https://twitter.com/i/web/status/2013294670286143760"
X Link 2026-01-19T16:57Z 24.4K followers, 53.8K engagements
"The biggest uranium producer wont flood the market - Kazatomprom accounts for 40% of global uranium production - Its production growth suppressed global uranium prices - The company is now facing depletion problems and acid shortages This has forced a shift from volume to value. In line with that new focus Kazatomprom reduced its [----] guidance by [--] mlbs. That reduction alone equals roughly 40% of Camecos annual production the worlds 2nd biggest uranium producer. We are in a unique situation. The largest uranium producer is set to decline in the coming years while demand by [----] is expected to"
X Link 2026-02-04T17:10Z 24.4K followers, 31.8K engagements
"Brazil joins the dedollarization trend Normally Brazil issues USD-denominated bonds. Now its choosing yuan-denominated bonds. - 10-year Chinese government bond: 1.7% - 10-year U.S. Treasury: 4.4% - It is 60% cheaper to borrow in yuan This makes sense because China is the biggest trading partner for most countries including Brazil. We are witnessing a new monetary system. - Countries need less dollar/US debt - Countries move toward gold as the preferred reserve asset Dedollarization is accelerating https://twitter.com/i/web/status/2020166734255178092"
X Link 2026-02-07T16:04Z 24.4K followers, 51.8K engagements
"Almost no one is invested in gold miners. - All gold and gold-mining ETFs combined have a market cap of $600B - Apple alone has a market cap of $3.65T - Apples market cap is [--] larger - Gold miners make up just 0.2% of the S&Ps sector weighting We havent seen the big capital rotation into gold miners yet. Were early. https://twitter.com/i/web/status/2020198187651235874 https://twitter.com/i/web/status/2020198187651235874"
X Link 2026-02-07T18:09Z 24.4K followers, 134.4K engagements
"Gold prices needed to wipe out all federal debt: - Russia: $4.8K - Eurozone: $44.7K - United States: $147K Rising gold prices can solve global debt problems as a rise in prices doesnt hurt any industry. - No factories shut down because gold goes up. - No inflation - No crisis Just gold prices rising significantly https://twitter.com/i/web/status/2020227629522014419 https://twitter.com/i/web/status/2020227629522014419"
X Link 2026-02-07T20:06Z 24.4K followers, 75.3K engagements
"The fight between China and the US for control of resources will ignite a commodity bull market. - Chinas Belt and Road Initiative investment surged 75% in [----] vs. [----] - Spending was dominated by energy metals&mining Were now seeing an important dynamic play out. As the US tries to regain independence from Chinas dominance in critical minerals by investing in mining and processing capacity China is almost doubling its [----] pace. Make no mistake: these are resource wars. For both empires securing supply chains and resources is a matter of national security. Access and control matter more"
X Link 2026-02-08T11:03Z 24.4K followers, 12.8K engagements
"The biggest uranium producer is peaking - Kazakhstan produces 40% of global uranium supply - By [----] production from existing mines will decline by 80% Who is going to close that deficit It takes [--] decades from exploration to first production. In other words we would need to spend billions on exploration just to offset Kazakhstans decline curve. but we are not. At this point higher uranium prices are a mathematical certainty. https://twitter.com/i/web/status/2020466979769844181 https://twitter.com/i/web/status/2020466979769844181"
X Link 2026-02-08T11:57Z 24.4K followers, 46.7K engagements
"Former Hecla Mining president on silver - The US administration is looking to increase its silver stockpiles - This is the first time in decades - Silver production peaked in [----] - Production will not reach that peak by [----] Demand for silver is surging while production is not. https://twitter.com/i/web/status/2020513574368518620 https://twitter.com/i/web/status/2020513574368518620"
X Link 2026-02-08T15:02Z 24.4K followers, 97.3K engagements
"Oil supply-demand model is broken For the first time in history US shale oil is declining YoY. - US shale accounted for 90% of global production growth over the last decade - Shale ramps up fast but declines even faster - Up to 90% decline within the first [--] yrs This means constant drilling is required just to offset declines. But drilling is collapsing: - Since [----] oil rigs are down 30% - Frac spreads are down 30% - At current prices new wells barely break even Less drilling = less production. Either prices rise to incentivize drilling or production losses force prices higher. All roads"
X Link 2026-02-08T20:06Z 24.4K followers, 37.2K engagements
"Warsh the next Fed chair will inflate the debt away. He is in favor of yield curve control. - This means pegging US short-term interest rates to an artificially low level - The Fed commits to buying unlimited amounts above that level to push interest rates down This would be reminiscent of the WWII period. Back then US debt-to-GDP was 125% vs 121% now. YCC enabled the government to borrow vast amounts of USTs without blowing out interest expenses. Those costs were pushed onto citizens via inflation. From 1945-1980 the US gradually brought debt-to-GDP down to 30% which later enabled Volcker to"
X Link 2026-02-09T09:26Z 24.4K followers, 823.1K engagements
"We are at the cusp of a commodity supercycle while commodities vs. the S&P are at historic lows. - Every time these extreme lows occur commodities outperform the S&P by 7:1 - Just to reach the long-term median commodities would outperform the S&P 5:1 - To reach an all-time high they would outperform the S&P by 12:1 The current commodity down cycle is the longest on record. This comes at a time when we are in Cold War [---] but instead of building nuclear and military capacity its all about who controls supply chains and access to key strategic minerals. No critical minerals = no military No"
X Link 2026-02-09T11:11Z 24.4K followers, 23.7K engagements
"The S&P is in trouble - Korean retail investors are now the largest foreign buyers of US equities - They account for 11% of foreign net US equity purchases in [----] Meanwhile the Korean won is at crisis levels last seen during the GFC and the Asian currency crisis To stop capital outflows Korea introduced an unusual policy. - Incentivize investors to sell US equities - Exempt capital gains tax only if proceeds are reinvested domestically for [--] yr The goal is simple: Keep capital at home and support the won. This could put meaningful selling pressure on US equities. In response Trump slapped a"
X Link 2026-02-09T14:57Z 24.4K followers, 288.3K engagements
"Rick Rule: Copper is the next bull market - Copper offers the best risk/reward setup - 7% of global copper supply has vanished - In a market already in structural deficit The copper price has a coiled spring aspect to it At the same time it is getting increasingly harder to find new copper deposits. - Grades are lower - Mines are deeper - Risks are rising As a result exploration and mine development costs are surging. Copper has a bright future https://twitter.com/i/web/status/2020902354623602791 https://twitter.com/i/web/status/2020902354623602791"
X Link 2026-02-09T16:47Z 24.4K followers, 54K engagements
"Former Fed Chairman Alan Greenspan on how the US will ultimately solve its debt problem. They will print their way out of this mess Thats why hard assets will outperform"
X Link 2026-02-09T19:07Z 24.4K followers, 74.3K engagements
"EVs consume tonnes of minerals - [--] kg copper - [--] kg graphite - [--] kg lithium - [--] kg nickel Contrast this with a normal ICE which needs [--] kg. EVs need six times more minerals. Just attempting to replace ICEs with EVs will ignite a mineral bull market"
X Link 2026-02-09T20:06Z 24.4K followers, 42.8K engagements
"Trumps tariff war backfired. His goal was to weaponize access to the American consumer to coerce friends and foes into rebuilding the US industrial base - akin to letting Mexico pay for the border wall. The world has now witnessed the US: - Weaponize the dollar - Weaponize the SWIFT system - Weaponize access to the American consumer Being dependent on the US for everything carries significant risk. As a result we are seeing countries move away from the US: - The EU makes a historic trade deal with India - Germany is heavily investing in China - Canada is making trade deals with China -"
X Link 2026-02-10T11:55Z 24.4K followers, 66.6K engagements
"Stanley Druckenmiller: Copper is the tightest position I have ever studied. Ignore the hard-landing narrative. Copper demand is surging while production is peaking. Thats all you need to know"
X Link 2026-02-10T16:56Z 24.4K followers, 185.6K engagements
"Bank of America: PM miners are the cheapest commodity sector - Lowest EV/EBITDA - Highest FCF yield Despite higher metal prices valuations have not rerated. At current prices precious metal miners are printing cash. That disconnect sets the stage for earnings surprises"
X Link 2026-02-10T18:07Z 24.4K followers, 51.5K engagements
"The S&P vs gold has been in a massive 25-year bear market. Down 60%. In other words decades of brilliant entrepreneurs working countless hours are still being outperformed by a shiny metal that does absolutely nothing Amazing"
X Link 2026-02-10T18:59Z 24.4K followers, 19.1K engagements
"Commodities ripping into the US open. Lets see if New York does its usual and crushes them"
X Link 2026-02-11T10:44Z 24.4K followers, 15K engagements
"The West financialized while China industrialized - Before [----] GDP growth was constrained by energy. - More growth required more oil so GDP tracked energy closely. That changed when the gold link was abandoned. With no hard monetary anchor money could be created freely and spent to boost GDP without requiring additional physical output. GDP growth decoupled from oil production and surged 17:1. But this shift was not global. Post-1971 the West financialized: - Manufacturing declined in favor of services + finance - Energy-intensive production was offshored - Credit leverage and asset turnover"
X Link 2026-02-11T10:56Z 24.4K followers, [----] engagements
"China is dominating rare earth PhD programs. the US is dominating LGBTQ classes. - Rare earth PhD programs in China: [--] - Rare earth PhD programs in the US: [--] - LGBTQ classes in China: [--] - LGBTQ classes in the US: [-----] The result: China is dominating rare earths. - China controls 70% of global rare earth supply - 90% of rare earth processing - It is the only country able to produce the highest purity at scale Rare earths are absolutely critical for virtually all modern electric technology. Meanwhile the US is dominating gender diversity DEI and CRT"
X Link 2026-02-11T16:04Z 24.4K followers, 23.2K engagements
"Global oil decline rates are accelerating - Over the last generation decline rates have 2x - Driven mainly by the fast-cycle nature of US shale Today the world is losing [--] mbpd every year. the equivalent of the 4th largest oil-producing country. At the same time US shale the only real growth engine is now declining. So the question is simple: How do we offset accelerating decline rates and meet growing global oil demand https://twitter.com/i/web/status/2021659820600799331 https://twitter.com/i/web/status/2021659820600799331"
X Link 2026-02-11T18:57Z 24.4K followers, 20.3K engagements
"Ray Dalio: The world is on the brink of a capital war Money is being weaponized. - Trade embargoes - Blocking access to capital markets - Using debt ownership as leverage Foreign holders of US debt are trapped. - Europe fears sanctions. - The US fears foreign buyers stop funding deficits via UST purchases. In response sovereign wealth funds and central banks are preparing for capital controls. Historically capital wars emerge around major conflicts. The current standoff with China could be the catalyst. Dalio's advice: Buy gold https://twitter.com/i/web/status/2021676923647115429"
X Link 2026-02-11T20:05Z 24.4K followers, 30.6K engagements
"Czechs piling up gold - They view gold as a safe haven given the geopolitical tensions - Gold sales rose 150-400% yoy - The broader public and institutions are entering the market - Many have increased physical gold holdings to 20-50% Meanwhile Westerners and institutions have barely allocated any meaningful amount to gold. The US for example has 1.8% of its financial assets in gold. Goldman estimated that for each 0.01% increase in gold holdings the price of gold rises by [---]. thats 140x. The real party begins once Westerners turn to gold and institutions get involved in size. We are still"
X Link 2026-02-11T21:09Z 24.4K followers, [----] engagements
"This is why copper shortages are inevitable. - Copper supply cant keep up with demand. - Over the past [--] years copper supply increased by [--] Mtpa We now need to add the same amount in just one decade. 1/3 of the time In the meantime: - 1990-2010: [---] large copper discoveries [----] Mt of copper - 2010-2025: [--] large discoveries [---] Mt of copper - Ore grades: 2% in [----] vs. 0.6% today. and still falling So the industry faces a double constraint: - Fewer discoveries - Lower-quality deposits Were exploring less. And each discovery delivers less metal. The copper supply picture is broken."
X Link 2026-02-12T10:48Z 24.4K followers, [----] engagements
"Rare earth magnets are set for explosive growth. According to Morgan Stanley demand could increase [---] over the next [--] years. China dominates the supply chain producing roughly 90% of the worlds rare earth magnets. Rebuilding supply independence wont happen overnight. It will define a multi-decade strategic investment trend. https://twitter.com/i/web/status/2021903187431534679 https://twitter.com/i/web/status/2021903187431534679"
X Link 2026-02-12T11:04Z 24.4K followers, 20.4K engagements
"India is becoming the largest importer of silver Despite surging silver prices India imported massive amounts of silver. - 2025: [---] m oz - 2024: [---] m oz To put that in perspective: India alone is importing 25% of global annual mine supply. Physical silver demand in India remains strong"
X Link 2026-02-12T12:05Z 24.4K followers, 27.2K engagements
"This is the most important gold chart. Gold/SP moves in a large trading range. Each cycle within that range takes roughly [--] decade from peak to bottom. The seizure of Russian assets marked the current cycle top [--] years ago. Assuming current S&P levels hold to reach: - The [----] low gold would need to trade at $8300/oz - The [----] low gold would need to trade at $40000/oz Interestingly if you had gone all-in on gold in the late 1960s you would have outperformed the S&P for over [--] decades. The current gold cycle has just begun and has further room to run."
X Link 2026-02-12T12:48Z 24.4K followers, [----] engagements
"Europes largest asset manager plans to reduce US exposure - $2.4T AUM - Diversifying away from the US over the last [--] month - Will continue to do so - Part of a broader move by global asset managers The reasons: - Significant FX volatility - Unpredictable US policy For the US this is existential. Selling pressure on US equities and USTs raises funding costs while weaker markets reduce tax revenues worsening an already large deficit. Expect more aggressive measures from Trump and higher volatility. https://twitter.com/i/web/status/2021963063629435077"
X Link 2026-02-12T15:02Z 24.4K followers, [----] engagements
"This is who we are up against as gold investors. Their analysis: the S&P has outperformed gold since [----] = gold bad. Conveniently taking golds [----] high as the reference point after it surged from [--] to [---] by [----] from which it then entered a brutal 2-decade bear market. They completely ignore the 41-year interest rate bear market from [--------] which provided a natural tailwind for stocks - a tailwind that is now over. But even with this tailwind the S&P vs gold has been in a brutal bear market since [----] down 60%. The combined intellect of the worlds greatest CEOs together with the work of"
X Link 2026-02-12T15:56Z 24.4K followers, [----] engagements
"Silver deficits are structural - Surpluses totaled +185 Moz from 2016-2020. - Deficits total [----] Moz from 2021-2025. - That is a net swing of [----] Moz. Let's put that in perspective - The deficit equals 100% of annual mine output. - Single-year gaps hit -20-25% of supply. Supply cant keep up with demand To make matters worse only 20% of silver supply comes from silver mines. The vast majority comes as a byproduct of copper or zinc mining. In other words rising silver prices wont incentivize a copper or zinc mine to ramp up production. https://twitter.com/i/web/status/2021994527834190118"
X Link 2026-02-12T17:07Z 24.4K followers, [----] engagements
"We are still in the early innings of a commodity bull market Years of underinvestment created supply demand imbalance That is exactly what we are seeing now. The next phase is always massive CapEx which eventually floods the market and depresses prices. But production comes with a lag. - New production takes [----] yrs to come online - Costs are higher - Ore grades are declining This cycle is different. The West offshored industry to China to maximize margins trading independence for cheap imports. That model works in a frictionless world. but not in a geopolitically fractured one. To regain"
X Link 2026-02-12T18:08Z 24.4K followers, [----] engagements
"Oil prices fall after the IEA cut its demand forecast. However the IEA has consistently underestimated oil demand for the past [--] consecutive years. Each year projections start low and are revised higher as reality sets in. This time it won't be different"
X Link 2026-02-12T18:17Z 24.4K followers, [----] engagements
"Copper supply can't keep up with data centers growths - Traditional data centers use [------] tonnes. - Hyperscalers: 3k16k tonnes. - Megascalers: 30k330k tonnes Supply doesnt scale the same way. - Mines take decades to permit and build. - Grades keep declining. - New projects remain scarce. Data centers arent getting slightly bigger theyre leaping in size. Once you move from traditional builds to hyperscale and mega-scale copper demand explodes per site. When that kind of growth hits a market already short of new supply prices have to adjust to that new reality."
X Link 2026-02-12T19:04Z 24.4K followers, [----] engagements
"Sounds like fake news The Kremlin has set out proposals that could see Russia embrace the dollar again as part of a wide-ranging economic partnership with the Trump administration according to an internal Russian document reviewed by Bloomberg https://t.co/k0CeUTWUIw The Kremlin has set out proposals that could see Russia embrace the dollar again as part of a wide-ranging economic partnership with the Trump administration according to an internal Russian document reviewed by Bloomberg https://t.co/k0CeUTWUIw"
X Link 2026-02-12T19:30Z 24.4K followers, 15.8K engagements
"China is piling up US gold. - US gold exports hit an all-time high of 40B in [----] - After the US seized Russian assets and blocked access to SWIFT - The main destination for US gold exports was Switzerland - The main destination for Switzerlands gold exports was China Since September [----] non-monetary gold has ranked among the top [--] or [--] US export categories. That is not a coincidence. It suggests China is increasingly demanding physical gold rather than USD in exchange for its goods This is reminiscent of the WW II period During that time the US then the rising power demanded gold or USD"
X Link 2026-02-12T20:03Z 24.4K followers, [----] engagements
"The debasement trade is in full swing. - The USD is making new lows - Precious metals are hitting daily all-time highs In a low-trust environment capital is moving toward precious metals"
X Link 2026-02-13T11:11Z 24.4K followers, [----] engagements
"This gold bull market is far from over. Gold physical ETF holdings have yet to reach the [----] high. - Gold price 2022: 1.9K - Gold price 2026: 5K In other words while the gold price went up almost 3x physical ETF holdings sold off. Almost no one except central banks is participating in the gold trade. We are early. https://twitter.com/i/web/status/2022280173723246992 https://twitter.com/i/web/status/2022280173723246992"
X Link 2026-02-13T12:02Z 24.4K followers, 18K engagements
"Ray Dalio: Everybody should own gold - Gold is an excellent diversifier - Gold does well when other stocks dont - Optimal gold weighting: 15% To put that into context Goldman Sachs estimates: - 0.18% of US privately held financial assets are in gold - Every 0.01% increase in gold holdings = 1.4% increase in gold prices - Thats 140x The reasons to own gold are rising by the day yet most Western investors and institutions havent even jumped on the train. This gold bull market is far from over. https://twitter.com/i/web/status/2022372799377973275"
X Link 2026-02-13T18:10Z 24.4K followers, 55K engagements
"The US is desperately trying to achieve mineral and processing independence. - China produces only 13% of global silver - Yet controls 70% of the worlds refined silver supply Mining is not the advantage. Processing is. Silver ore is economically useless without refinement. Refined silver is required for: - Advanced military systems - AI chips and high-performance electronics It is simple: No processed silver. No AI revolution. No war https://twitter.com/i/web/status/2022386604115890650 https://twitter.com/i/web/status/2022386604115890650"
X Link 2026-02-13T19:05Z 24.4K followers, 12.6K engagements
"Russia is not going to return to the dollar. It was a lie. The whole story was ridiculous to begin with"
X Link 2026-02-13T19:26Z 24.4K followers, [----] engagements
"AI will ignite a commodity supercycle - Data center operators have a combined market cap of $27T - They are committing to spend $7T - Into sectors with a combined market cap of $9T Thats the equivalent of trying to push the Hoover Dam through a garden hose. - On paper you can scale data centers fast. - But in the real world you can't scale mines grids and factories on demand. After more than [--] yrs of underinvestment supply capacity is constrained across the real economy. New production takes time capital skilled workers and permits. none of which respond instantly. Expect the real world to"
X Link 2026-02-13T19:59Z 24.4K followers, 11.4K engagements
"The US stockpiling critical minerals will force the rest of the world to join a stockpiling race. If you do not stockpile certain minerals you will not have access to them. This will add additional demand to an already tight market"
X Link 2026-02-14T11:59Z 24.4K followers, [----] engagements
"Measured in gold the US stock market is in a brutal bear market"
X Link 2026-02-14T14:58Z 24.4K followers, [----] engagements
"Larry Fink admits that pushing renewables will cause a global power shortage After years of pressuring companies and countries to transition to renewables Larry made a [---]. - The world is short power - To run data centers you need dispatchable power - Renewables wont work In other words the world needs: - Coal - Gas - Nuclear - Maybe diesel All this at a time when we have underinvested in these sectors for more than a decade thanks to individuals like Larry. The future of energy is bright. https://twitter.com/i/web/status/2022703461834334605 https://twitter.com/i/web/status/2022703461834334605"
X Link 2026-02-14T16:04Z 24.4K followers, [----] engagements
"Global silver supply heavily concentrated Mexico dominates production. - Mexico: 6.3k tons in [----] - China: 3.3k tons - Peru: 3.1k tons - Most other producers sit around 1-1.3k tons Despite leading production Mexico holds only 6% of global silver reserves. In other words current supply relies on a narrow group of producers with limited reserves. At a time of: - rising industrial demand - tightening physical markets Silver supply is on shaky ground"
X Link 2026-02-14T18:09Z 24.4K followers, [----] engagements
"Physical demand for silver remains strong. Lets ignore recent volatility and focus on physical fundamentals. - SHFE + SGE stockpiles are down 90% over the last [--] yrs - Down 50% since [----] Ultimately physical silver demand sets the price. - Silver is needed for the military and AI - In its recent NSS the US declared AI a matter of national security - The US also declared silver a critical mineral - And is considering stockpiling it This means securing silver supply is paramount regardless of price. - China is the biggest consumer and exporter of silver - China has enacted export controls on"
X Link 2026-02-14T18:31Z 24.4K followers, [----] engagements
"The US is facing a fiscal crisis. - Government debt has grown 8% per year since [----] - That implies debt doubles roughly every [--] years - With each recession the slope has steepened This trajectory isnt sustainable. Meanwhile. - Trade wars - Seizure of Russian assets - Record peace time deficits Has led foreign central banks to choose gold over USTs. So at the exact moment the US needs foreign buyers the most theyre opting out"
X Link 2026-02-14T19:07Z 24.4K followers, [----] engagements
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