# ![@GoldSeabridge Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1055902408113479680.png) @GoldSeabridge Seabridge Gold Investor (NYSE:SA | TSX:SEA.TO)

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

### Engagements: [---] [#](/creator/twitter::1055902408113479680/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1055902408113479680/c:line/m:interactions.svg)

- [--] Week [------] -77%
- [--] Month [-------] -28%
- [--] Months [-------] +142%
- [--] Year [-------] -7.10%

### Mentions: [--] [#](/creator/twitter::1055902408113479680/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1055902408113479680/c:line/m:posts_active.svg)

- [--] Week [--] -22%
- [--] Month [---] +15%
- [--] Months [---] +100%
- [--] Year [---] +78%

### Followers: [-----] [#](/creator/twitter::1055902408113479680/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1055902408113479680/c:line/m:followers.svg)

- [--] Week [-----] +0.12%
- [--] Month [-----] +2.90%
- [--] Months [-----] +13%
- [--] Year [-----] +25%

### CreatorRank: [---------] [#](/creator/twitter::1055902408113479680/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1055902408113479680/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  89.44% [countries](/list/countries)  13.66% [currencies](/list/currencies)  6.21% [travel destinations](/list/travel-destinations)  5.59% [stocks](/list/stocks)  4.35% [cryptocurrencies](/list/cryptocurrencies)  2.48% [financial services](/list/financial-services)  1.86% [social networks](/list/social-networks)  0.62% [technology brands](/list/technology-brands)  0.62% [automotive brands](/list/automotive-brands)  0.62%

**Social topic influence**
[$sa](/topic/$sa) #1, [gold](/topic/gold) 54.66%, [inflation](/topic/inflation) 13.04%, [fed](/topic/fed) 11.8%, [market](/topic/market) 11.18%, [in the](/topic/in-the) 11.18%, [debt](/topic/debt) 9.94%, [money](/topic/money) 7.45%, [silver](/topic/silver) 6.21%, [gdp](/topic/gdp) 6.21%

**Top accounts mentioned or mentioned by**
[@lukegromen](/creator/undefined) [@lawrencelepard](/creator/undefined) [@pboockvar](/creator/undefined) [@peternbell](/creator/undefined) [@goldseek](/creator/undefined) [@goldmoney](/creator/undefined) [@lancejlewis](/creator/undefined) [@hussey47325](/creator/undefined) [@sa](/creator/undefined) [@dioclet54046121](/creator/undefined) [@123freethinker](/creator/undefined) [@davidzanca](/creator/undefined) [@realjosephrich](/creator/undefined) [@gavekal](/creator/undefined) [@mattbadiali](/creator/undefined) [@mikemaloney](/creator/undefined) [@youtube](/creator/undefined) [@teddixon](/creator/undefined) [@john12782](/creator/undefined) [@burbanktrueman](/creator/undefined)

**Top assets mentioned**
[Seabridge Gold, Inc. (SA)](/topic/$sa) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Beijing is allowing insurers to buy gold for the first time. As Bloomberg reports [--] insurance firms - including PICC Property & Casualty Co. and China Life Insurance Co. two of Chinas biggest - will be able to invest up to 1% of their assets in bullion effective last Friday. This would translate into a potential [---] billion yuan ($27.4B) of purchases Minsheng Securities Co. said in a note. Zerohedge 2/10/2025 $SA https://twitter.com/i/web/status/1889054318596141551 https://twitter.com/i/web/status/1889054318596141551"  
[X Link](https://x.com/GoldSeabridge/status/1889054318596141551)  2025-02-10T20:50Z [----] followers, [----] engagements


"Our strategy of building our resource base when the metals were cheap to acquire and develop is going to payoff much more than we ever expected. $SA @GoldSeabridge Perfect line-up for Seabridge Gold: ✅ Gold Tier [--] safe haven ✅ Silver use cases piling-up solid-state-battery coming PV expansion/replacement ✅ Copper connecting and driving it all ✅ Molybdenum steel /stainless steel etc. @GoldSeabridge Perfect line-up for Seabridge Gold: ✅ Gold Tier [--] safe haven ✅ Silver use cases piling-up solid-state-battery coming PV expansion/replacement ✅ Copper connecting and driving it all ✅ Molybdenum"  
[X Link](https://x.com/GoldSeabridge/status/2006078433818993210)  2025-12-30T19:02Z [----] followers, [----] engagements


"It's not much.yet.but you can't run the US economy hot without increasing money supply. The liability side of Fed asset purchases is more dollars. Gold was able to soar as the Fed reduced its balance sheet. Now imagine returning to expansion. Source: MARKET EAR $SA"  
[X Link](https://x.com/GoldSeabridge/status/2010345432174743848)  2026-01-11T13:37Z [----] followers, [----] engagements


"Asia invests trade surpluses into real things while the west fiancializes deficits and promotes virtual financial assets. So gold outperforms BTC despite the Trump administration's Genius Act. $SA Chart from MARKET EAR $SA @LukeGromen"  
[X Link](https://x.com/GoldSeabridge/status/2010804235987025960)  2026-01-12T20:01Z [----] followers, [---] engagements


"Since July of last year gold stocks have outperformed gold. Fourth quarter profit reports will probably extend this trend. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2010804828470169651)  2026-01-12T20:03Z [----] followers, [---] engagements


"This morning Bloomberg reports "ETFs added [------] ounces of gold to their holdings in the last trading session.equivalent to $1.08 billion at yesterday's spot price." What is driving ETF investing in gold The chart below likely has part of the answer. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2011123827405619548)  2026-01-13T17:10Z [----] followers, [---] engagements


""The US cutting rates into rising commodity inflation would likely put further upward pressure on JGB yields (and by extension UST and other western sovereign bond yields) as Japan is a USD-denominated commodity importer." From @LukeGromen $SA"  
[X Link](https://x.com/GoldSeabridge/status/2011200922991611993)  2026-01-13T22:17Z [----] followers, [---] engagements


""The DXY continues to surge and is above both the [--] dma and its [---] dma and making another new high for the move this morning. It hasnt mattered to gold and silver yet but it always does eventually. This bears watching" From @lancejlewis $SA"  
[X Link](https://x.com/GoldSeabridge/status/2011797399270834261)  2026-01-15T13:47Z [----] followers, [---] engagements


"COMEX gold open interest is indicated to have risen over 2% yesterday which suggests aggressive speculative short selling drove the decline. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2012223395061022970)  2026-01-16T18:00Z [----] followers, [---] engagements


"US investors may be discovering that Fed rate cuts are not the most important reason to buy precious metals. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2012226990552523129)  2026-01-16T18:14Z [----] followers, [---] engagements


"Gold-Copper-Silver porphyries have become the favored opportunity in mining with price gains in all three metals two of which have been designated as critical by governments and markets. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2012228052059631907)  2026-01-16T18:18Z [----] followers, [---] engagements


"While CPI is celebrated the next wave of inflation is brewing in commodities. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2012658494751600697)  2026-01-17T22:49Z [----] followers, [---] engagements


""10y JGB yields are already running away despite contained oil pricesif ANYTHING makes oil spike Japan will likely move IMMEDIATELY into a bond crisis" From @LukeGromen $SA"  
[X Link](https://x.com/GoldSeabridge/status/2012734038088249734)  2026-01-18T03:49Z [----] followers, [---] engagements


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


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


"Tether CEO Paolo Ardoino told Bloomberg he expects the world's largest stablecoin to become one of the largest gold central banks in the world. Tether owns around [---] tons of gold worth around $23B stored in a Swiss bunker. Tether intends to continue reinvesting its massive earnings into gold. The company is buying one or two tons of gold per week and will maintain this pace for "definitely the next few months" Ardoino said. Ardoino said gold is "logically a safer asset than any national currency." He expects geopolitical rivals to the U.S. will likely launch a gold-backed alternative to the"  
[X Link](https://x.com/GoldSeabridge/status/2016642167754674621)  2026-01-28T22:38Z [----] followers, [----] engagements


"RabobanK: The Market is Responding to Warsh's Nomination to the Fed But Nothing Has Changed The dollar has regained some strength likely due to Warshs credentials as a former monetary policy hawk prioritizing inflation control and favoring a smaller Fed balance sheet. The record-breaking streaks in gold and silver have ended at least for now. The precious metals are currently down 10%+ despite concerns over possible escalation in the Persian Gulf. The retracements are notable but the debasement trade and diversification from the US have not stopped. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2017305220720595066)  2026-01-30T18:33Z [----] followers, [---] engagements


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


"@123freethinker @LukeGromen The Gromen quote referenced above was from last September. His thinking is now less favorable to BTC. However as Tether and other stablecoins grow in net assets they will likely bid for more BTC. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2017645720107376976)  2026-01-31T17:06Z [----] followers, [--] engagements


"Goldman Sachs trader Adam Gillard points out that yesterday felt similar to 21st October sell-off (albeit more extreme) when he thinks the vol move from a large short-dated GLD block triggered model liquidation which was exacerbated by high-frequency market-makers (on GLD). The salient point around the October sell-off was that the GLD did not cut despite then record volume. Gillard says this will be an important signal if holdings again remain broadly unchanged after yesterdays 10% drop. The expiry of February Comex futures was the opportunity for beleaguered shorts to square their books."  
[X Link](https://x.com/GoldSeabridge/status/2017702068023108003)  2026-01-31T20:50Z [----] followers, 22.7K engagements


"Looking at Friday Precious Metals Any talk of a top does not fit whatsoever with our technicals.-Michael Oliver Momentum Structural Analysis Michael begins his [---] weekend report reminding readers the current environment is an asset-allocation shift not a tactical or short-term or even a macro trade. He is explicit that the signals in monetary metals and miners are not late-cycle. Instead he notes that the decisive turn UP only began at the November [----] close placing the move early in its lifecycle rather than extended. These metrics are fresh and not overdone by any means. Its not too late"  
[X Link](https://x.com/GoldSeabridge/status/2018102502281846966)  2026-02-01T23:21Z [----] followers, [----] engagements


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


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


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


"Shock Silver Price Premium In Shanghai Quickly Drains Western Market Vaults: David Jensen Feb [--] "After the 30% silver price smash on the COMEX Friday January [--] the Western silver cash price provides an arbitrage opportunity to ship bulk silver to China of over $34 per oz. and physical silver will rapidly flow from London and New York vaults to China. "The shock forced silver price reduction in Western digital markets that started on January [--] is driving the enormous price premium and is unsustainable as silver vacates Western vaults to meet voracious Chinese and Asian demand." $SA"  
[X Link](https://x.com/GoldSeabridge/status/2018713983356645647)  2026-02-03T15:51Z [----] followers, [----] engagements


"CITI Explains Why Gold Goes Higher The physical gold market cannot handle wealth shifts into gold. The physical gold market is too small to handle wealth shifts into goldAt present the value of new gold supply is around 0.1% of total household wealth (property equities bonds cash including that managed on their behalf by institutions etc). This means that a 0.1% increase or 1/1000th shift of household wealth into gold would require a doubling in gold mine supply. An increase from global average portfolio levels of 4.1% to 5% or 0.9% pts would require [--] years of mine supply equivalent to half"  
[X Link](https://x.com/GoldSeabridge/status/2018746468794831296)  2026-02-03T18:00Z [----] followers, [----] engagements


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


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


"More UBS Gold Update Excepts The typical ingredients required to end a gold cycle have not yet emerged. These include persistently high real interest rates a structurally strong dollar geopolitical stabilization and restored central bank credibility. While Warshs nomination initially appeared hawkish the bank notes that Fed funds pricing continues to imply further easing rather than tightening. We do not believe a Volcker style tightening is likely particularly given the need for consensus within the Federal Reserve and the recent cessation of quantitative tightening. UBS views the recent"  
[X Link](https://x.com/GoldSeabridge/status/2019437396530487353)  2026-02-05T15:46Z [----] followers, [---] engagements


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


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


"The Fed should re-examine its great mistakes that led to the great inflation. It should abandon the dogma that inflation is caused when the economy grows too much and workers get paid too much. Inflation is caused when government spends too much and prints too much. Money on Wall Street is too easy and credit on Main Street is too tight. The Feds bloated balance sheet designed to support the biggest firms in a bygone crisis era can be reduced significantly. That largesse can be redeployed in the form of lower interest rates to support households and small and medium-size businesses. -Kevin"  
[X Link](https://x.com/GoldSeabridge/status/2020633859994575276)  2026-02-08T23:00Z [----] followers, [---] engagements


"Central bank gold purchases are widely dispersed and persistent especially since sanctions were imposed on Russia after the Ukraine invasion. World Gold Council surveys confirm dollar inflation and sanctions are the key drivers as gold replaces Treasuries in CB reserves. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2022082985277940141)  2026-02-12T22:58Z [----] followers, [----] engagements


""More than 100% of the growth in US exports in October that helped drive a record collapse in the US trade deficit was driven by gold exports out of the US i.e. THE US SETTLED A LARGE PORTION OF ITS TRADE DEFICIT IN GOLD IN OCTOBER DE FACTO" From @LukeGromen $SA"  
[X Link](https://x.com/GoldSeabridge/status/2014035224099762348)  2026-01-21T17:59Z [----] followers, [---] engagements


"Correction: Courageous Lake reserves are [---] million ounces of gold at a grade of [---] grams per tonne. The main Courageous Lake deposit is similar in size to the recent Snowline discovery in terms of resources but Snowline only has a PEA while CL has a PFS . $SA"  
[X Link](https://x.com/GoldSeabridge/status/2014082317472465400)  2026-01-21T21:06Z [----] followers, [---] engagements


"COMEX gold open interest rose nearly 1% to [------] contracts Wednesday and is indicated to have exploded over 4% yesterday. "The BOJ intervened to support the yen overnight post-BOJ but the yen hasnt retained much of the gains. Monetary chaos continues" @lancejlewis $SA"  
[X Link](https://x.com/GoldSeabridge/status/2014687829909987733)  2026-01-23T13:13Z [----] followers, [---] engagements


"Freeport McMoran quantifies the required growth of copper production and the shift in consumption. At this point it's difficult to see where the extra production comes from especially as some of the world's most prolific mines are declining and new prospects are lower grade. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2014728281090564280)  2026-01-23T15:53Z [----] followers, [---] engagements


"Well that didn't take long. Now the bullion banks will raise their targets again and say risks have increased. It's been a long time since sellers and shorts have been right. Short term markets can do anything. Longer term it might be safer to stand in front of a train. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2014744055582789922)  2026-01-23T16:56Z [----] followers, [---] engagements


"The QE lite the Fed began in December (buying T-Bills to increase bank reserves) continues and its balance sheet is measurably growing. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2015132496032137690)  2026-01-24T18:40Z [----] followers, [----] engagements


"The US dollar sits on the edge of a [--] year uptrend. We think gold is anticipating that the dollar breaks below it. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2015791609502114097)  2026-01-26T14:19Z [----] followers, [---] engagements


"A bipartisan group of U.S. lawmakers has introduced legislation to establish a $2.5 billion Strategic Resilience Reserve for critical minerals aiming to stabilize prices support domestic mining and refining and reduce U.S. dependence on China-dominated supply chains. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2015802633936576991)  2026-01-26T15:02Z [----] followers, [---] engagements


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


"Exchange-traded funds added [------] oz of gold to their holdings in the last trading session bringing this year's net purchases to [----] million oz according to data compiled by Bloomberg. The purchases were equivalent to $1.7 billion at the previous spot price. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2015845010411761904)  2026-01-26T17:51Z [----] followers, [---] engagements


"The Citi economic surprise index (blue line) exhibits strength as DXY falls. Isn't this exactly what the US administration wants Reshoring requires more than tariffs. A weaker currency is also needed. This is gold friendly. $SA Chart from MARKET EAR. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2016152913735746009)  2026-01-27T14:14Z [----] followers, [---] engagements


"Gold's COMEX Commitment of Traders for January 6th - 13th exhibited +$5.7B of Managed Money buying the largest [--] week amount since September 2nd. This generally corroborates stronggrowth in open interest and price. Bullish flows persisted through January 20th: +$1.2B. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2016184523512324578)  2026-01-27T16:20Z [----] followers, [---] engagements


"We heard rumors today that some hedge funds were anticipating a correction in gold and they were shorting gold stocks to increase their leverage. If so there could be a run on stretchers in the morning. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2016273733451722834)  2026-01-27T22:14Z [----] followers, [----] engagements


"Gold is up $95 this morning with the dollar up [--] bps and the FOMC expected to withold a rate cut today. Amazing. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2016502114768281765)  2026-01-28T13:22Z [----] followers, [---] engagements


"COMEX gold open interest fell nearly 3% to [------] contracts on Monday and is indicated to have collapsed nearly 6% Tuesday which suggests aggressive spec short covering drove the rally. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2016537503562375317)  2026-01-28T15:43Z [----] followers, [---] engagements


"This morning Bloomberg reports ETFs added [------] oz of gold to their holdings in the last trading session worth $692.7 million at yesterday's spot price bringing this year's net purchases to [----] million oz. This was the sixth straight day of growth. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2016863778017513795)  2026-01-29T13:19Z [----] followers, [---] engagements


"As you ponder the damage to the precious metals sector on Friday ask yourself if the basic trends like the one below will change. Will confidence in the dollar return Will western debt and deficits moderate $SA"  
[X Link](https://x.com/GoldSeabridge/status/2017442847062999172)  2026-01-31T03:40Z [----] followers, [---] engagements


"As Japan begins repatriating its capital it's US financial markets that will bear the brunt of the selling. From @LukeGromen $SA"  
[X Link](https://x.com/GoldSeabridge/status/2017444030674510284)  2026-01-31T03:45Z [----] followers, [---] engagements


"This isnt a bull market in gold says Simon Mikhailovich founder of The Bullion Reserve. Its a bear market in trust. Has that bear market turned $SA"  
[X Link](https://x.com/GoldSeabridge/status/2017589394668962041)  2026-01-31T13:22Z [----] followers, [----] engagements


"COMEX gold open interest on Monday imploded 6% to [------] contracts and is indicated to have fallen over 2% yesterday to close at a new 52-week low despite unprecednted volatility in the gold market. COMEX speculators are dead and this paper market no longer sets the price. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2018725046953320638)  2026-02-03T16:35Z [----] followers, [---] engagements


"@hussey47325 Good question. Perhaps in the order of 50% of NPV That would be consistent with other large development projects moving towards production. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2018739525049102519)  2026-02-03T17:33Z [----] followers, [---] engagements


"The pundits that failed to forsee the bull run in precious metals were the first to declare that the metals had topped in a blow off move. We see a monetary reset in which the metals continue upward as they replace other savings vehicles. Nothing has changed. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2019071255656186365)  2026-02-04T15:31Z [----] followers, [---] engagements


""QE is needed for a lot more than just calming markets the US will likely lose both the AI race and the ability to reshore and restore its electrical grid in a timely fashion unless a lot more USD liquidity is injected soon." From @LukeGromen $SA You would want to own gold"  
[X Link](https://x.com/GoldSeabridge/status/2019178976690720930)  2026-02-04T22:39Z [----] followers, [---] engagements


"UBS Gold Commentary Gold bull markets typically dont conclude simply because fears diminish or prices become too high. They end when central banks establish their credibility and pivot to a new monetary policy regime. Examples: 1980: The gold bull market ended following Paul Volckers aggressive monetary tightening which restored Federal Reserve credibility drove real rates sharply higher and strengthened the US dollar. 2013: Gold peaked after the Federal Reserve convinced markets it could unwind quantitative easing without destabilizing the economy leading to rising real yields and declining"  
[X Link](https://x.com/GoldSeabridge/status/2019437241303527521)  2026-02-05T15:45Z [----] followers, [----] engagements


"@DavidZanca Yes exactly the point. The reasons why gold is in a bull market have not changed and cannot change without a cataclysmic change in central bank monetary policy. The market is doing what authorities will not: resetting the monetary system. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2019445900649603102)  2026-02-05T16:19Z [----] followers, [---] engagements


"Physical gold holdings in ETFs have not collapsed with COMEX open interest. This contradiction has indicated a short term correction and a quick recovery in the past such as the correction of last October. Source: MARKET EAR 02/06/26 $SA"  
[X Link](https://x.com/GoldSeabridge/status/2019766612933370356)  2026-02-06T13:34Z [----] followers, [----] engagements


"Gold was the top U.S. export for the second consecutive month (October and November the latest data available) the first time in at least the last [--] years according to Census Bureau data. The gold went largely to Switzerland the global gold refining hub. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2020628726728491166)  2026-02-08T22:40Z [----] followers, [----] engagements


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


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


"Bloomberg reports the Peoples Bank of China is boosting money available to banks to ensure they can meet the surge in demand for cash during the Lunar New Year holidays. The central bank injected [---] billion yuan ($86.4 billion) via 14-day repurchase agreements late last week ending a two-month hiatus for such operations. Another up to [---] trillion yuan is expected this week. Before the latest move the PBOC doubled its bond purchases in January and added a record [--] trillion yuan of medium- to long-term funds into the banking system. We expect much of this money will go into gold savings. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2020851776560226457)  2026-02-09T13:26Z [----] followers, [---] engagements


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


""Dedollarization is no longer a fringe theory. Its a real shift in global finance driven by a range of factors from geopolitical tensions to sudden monetary policy changes. For decades the U.S. dollar ruled as the worlds main reserve currency. Now a growing number of countries are looking for alternatives. Sanctions the 'weaponization' of the dollar and concerns over the Federal Reserves policy swings have all pushed central banks and governments to diversify." GoldFix $SA"  
[X Link](https://x.com/anyuser/status/1878548112349724990)  2025-01-12T21:02Z [----] followers, 13.1K engagements


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


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


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


"Both Goldman & JPM See Feverish Rotation Out Of Digital Into the Physical World As markets dump AI stocks they note investors are buying HALO stocks Heavy Assets Low Obsolescence.That's mining finally. $SA"  
[X Link](https://x.com/GoldSeabridge/status/2022409436040769578)  2026-02-13T20:35Z [----] followers, [---] engagements


"The next move in gold stocks will be historic in our opinion. Everything is in position from the macro to the micro from central bank policy to gold company earnings. Just saying. If precious metals stocks were a sector they would have the cleanest balance sheets of them all. Add the fact that margins are improving and free cash flow is about to double. This is a historic macro set up for this industry. https://t.co/s5w8jpQyWt Just saying. If precious metals stocks were a sector they would have the cleanest balance sheets of them all. Add the fact that margins are improving and free cash flow"  
[X Link](https://x.com/anyuser/status/1279801984493764608)  2020-07-05T15:39Z [----] followers, [--] engagements


"Crescat Capital estimates the US twin deficit ( Federal budget deficit+trade deficit) will soon reach over 25% of nominal GDP the worst level ever reported. The result: an incredibly optimistic outlook for precious metals especially relative to equity markets"  
[X Link](https://x.com/anyuser/status/1309565076207263744)  2020-09-25T18:46Z [----] followers, [--] engagements


"CLOs are collateralized loan obligations. Essentially a bunch of loans no bank wants to hold are rolled into a vehicle and the diversified garbage miraculously gets a better credit rating than the individual loans. Hopefully this stuff is not in your pension fund. CLOs are collapsing https://t.co/B7AtUG1oT5 CLOs are collapsing https://t.co/B7AtUG1oT5"  
[X Link](https://x.com/anyuser/status/1310047018191028224)  2020-09-27T02:42Z [----] followers, [---] engagements


"So far the extra dollars printed to fund growing deficits are going into financial assets. One way to look at this is the demand for dollars remains strong so there is a continuing propensity to hold them as financial assets. As deficits rise funded by non-productive debt"  
[X Link](https://x.com/anyuser/status/1350493711327768585)  2021-01-16T17:22Z [----] followers, [--] engagements


"We remember the Hunt brothers cornering the silver market back in [----] pushing it to $50. COMEX members were going bust. So the exchange opened for sales of silver only no purchases. The COMEX members were saved and the Hunt boys lost a Billion"  
[X Link](https://x.com/anyuser/status/1354937934261182473)  2021-01-28T23:42Z [----] followers, [---] engagements


"Those in control will always save themselves at everyone else's expense. Later in testimony before Congress L. Hunt uttered the famous words: "Well a billion isn't what it used to be." Nothing has changed little grasshopper. They own and run the exchanges for a reason"  
[X Link](https://x.com/anyuser/status/1354937935200739337)  2021-01-28T23:42Z [----] followers, [---] engagements


"$3.2T in stimulus. So far. We've built no new factories. No new permanent hospitals. No airports. No highways. No schools. No broadband. No infrastructure of any kind. We jacked stocks and handed out welfare. But we did nothing to move America forward. H/T @realJosephRich"  
[X Link](https://x.com/anyuser/status/1358118205265502216)  2021-02-06T18:19Z [----] followers, [--] engagements


"Some interesting people have begun to think the unthinkableWashington on the Rhine. @LukeGromen"  
[X Link](https://x.com/anyuser/status/1377394638336577539)  2021-03-31T22:57Z [----] followers, [---] engagements


"The #Fed says no rate hikes until [----] at the earliest but market-driven Fed Funds Futures tell us debt markets think the first rate hike is coming in [----]. Rate traders smell inflation but still think the Fed acts normally to raise rates. We don't think so. @LukeGromen"  
[X Link](https://x.com/anyuser/status/1379171754589970435)  2021-04-05T20:39Z [----] followers, [--] engagements


"Keeping count: 78% of the US dollars in existence were created in the last [--] months"  
[X Link](https://x.com/anyuser/status/1382011119540244494)  2021-04-13T16:41Z [----] followers, [---] engagements


"Is the US the next Japan We should be so lucky. Japan is an internally-funded current account surplus nation with a Net International Investment Position (NIIP) of +40-50% of GDP. The US is an externally-funded twin-deficit nation with a NIIP of -60% of GDP. H/T @LukeGromen"  
[X Link](https://x.com/anyuser/status/1391188092980240384)  2021-05-09T00:27Z [----] followers, [---] engagements


"Inflation won't be 'transitory' until US debt/GDP falls from 130% to 70-80%. A simple model suggests that assuming US Federal debt keeps growing at 8.75% as it has since 1q08 getting US debt/GDP from 130% to 70-80% will require 20%+ nominal GDP growth for 5-6 years. @LukeGromen"  
[X Link](https://x.com/anyuser/status/1401635231984242693)  2021-06-06T20:20Z [----] followers, [--] engagements


""A Financial repression is most successful in liquidating debt when accompanied by inflation." The Liquidation of Government Debt Carmen Reinhart & Belen Sbrancia [----]. That's exactly what the US did in 1946-51 to take debt/GDP from 110% to 55%. H/T @LukeGromen"  
[X Link](https://x.com/anyuser/status/1402648427415080960)  2021-06-09T15:26Z [----] followers, [--] engagements


"The University of Michigan Consumer Buying Intentions data for houses cars and large household durables are at their lowest levels since Paul Volcker was the Fed Chair in the double-dip recession of the early days of the Reagan Administration (below): H/T @LukeGromen"  
[X Link](https://x.com/anyuser/status/1424091259677941762)  2021-08-07T19:33Z [----] followers, [--] engagements


"The Atlanta Feds 3q GDP growth estimate has been nearly cut in half in the past two weeks to 3.7%. WhyGovernment transfer payments as a % of Personal Consumption Expenditures have fallen sharply from an astounding 35% of GDP to 22% of GDP. H/T @LukeGromen"  
[X Link](https://x.com/anyuser/status/1434163601280012288)  2021-09-04T14:37Z [----] followers, [--] engagements


"This is not a trick question. Another reason to expect non-transitory inflation. H/T @Gavekal $SA"  
[X Link](https://x.com/anyuser/status/1446979898636218368)  2021-10-09T23:24Z [----] followers, [--] engagements


"The Fed's choice: Hike rates into an energy-induced recession or cut rates into an inflation spike @LukeGromen Would you like to sacrifice your left arm or your right leg Mr. Powell"  
[X Link](https://x.com/anyuser/status/1450942529352912901)  2021-10-20T21:50Z [----] followers, [---] engagements


""We have been saying for much of the past six months that either the Fed and Treasury are going to do 'enough' or they arent summarizing this view in the grid (below)." @LukeGromen We agree and we think both Fed and Treasury will do enough to drive gold much higher. $SA"  
[X Link](https://x.com/anyuser/status/1457754268815986696)  2021-11-08T16:57Z [----] followers, [--] engagements


""Taking the Fed balance sheet up another $500b over the next [--] months while keeping rates at zero is the worst place you can possibly be with inflation now running at a 6% rate"  
[X Link](https://x.com/anyuser/status/1458463722733772811)  2021-11-10T15:57Z [----] followers, [--] engagements


""The US de-levered from 110% of GDP to 75%.in just five years post-WW2 via severe financial repression as Advanced Economies average real rate on Treasury Bills ran -5% to -14% for five full years from 1945-1950 and then were between -1% and -4% from 1951-1954." @LukeGromen"  
[X Link](https://x.com/anyuser/status/1467508109962883079)  2021-12-05T14:56Z [----] followers, [--] engagements


"The deleveraging of the US has begun as #inflation runs much higher than interest rates (=negative real rates). "Today we find that the US Federal debt load has only been de-levered from 135% of GDP to 125% of GDP by the highest inflation in [--] years." H/T @LukeGromen $SA $SEA"  
[X Link](https://x.com/anyuser/status/1467528878889578498)  2021-12-05T16:18Z [----] followers, [---] engagements


"@LawrenceLepard AS retirees look to cash out their red line will try to exercise its call on blue line goods and services. Also math. Is debt really an asset"  
[X Link](https://x.com/anyuser/status/1505680744345182218)  2022-03-20T23:00Z [----] followers, [--] engagements


"Zoltan Pozsar Credit Suisse 3/7/22 "From Bretton Woods backed by gold bullion to Bretton Woods II backed by inside money (Treasuries with un-hedgeable confiscation risks) to Bretton Woods III backed by outside money (gold bullion and other commodities)"  
[X Link](https://x.com/anyuser/status/1505939306141134851)  2022-03-21T16:08Z [----] followers, [---] engagements


"From @pboockvar: "As the Fed progresses down this path of both hiking rates.and shrinking their balance sheet (where asset prices have been so dependent.on QE in expanding multiples and compressing credit spreads) there will be no such thing as a soft landing"  
[X Link](https://x.com/anyuser/status/1505960185340346372)  2022-03-21T17:31Z [----] followers, [--] engagements


"An interesting perspective from @LukeGromen: Voelker shut down inflation 'saved' the dollar and America lost its factories. This time reversing policy the Fed sacrifices the dollar embraces inflation and industry comes home. Supply chain problems solved. $SA @LawrenceLepard"  
[X Link](https://x.com/anyuser/status/1506673523636453378)  2022-03-23T16:45Z [----] followers, [---] engagements


"Russia has reportedly pegged its ruble to gold at [----] rubles to the troy ounce. Rubles are required to buy Russian energy. How to get rubles from the Russian Central Bank Buy them with gold. This completes Russian plans to sell oil for gold. Is the ruble now a reserve currency"  
[X Link](https://x.com/anyuser/status/1508648384961425410)  2022-03-29T03:32Z [----] followers, [---] engagements


"Is this the breakout of the 21st century We think so. $SA $GDX @LukeGromen @pboockvar @PeterNBell @LawrenceLepard"  
[X Link](https://x.com/anyuser/status/1510658046283943944)  2022-04-03T16:38Z [----] followers, [---] engagements


"Gold has done an extraordinary job of withstanding the historically rapid rise in [--] yr yields. When the Fed decides it can't let the run in yields continue (and imposes yield control) gold will have an historic run. $SA #gold @LukeGromen @lancejlewis @LawrenceLepard"  
[X Link](https://x.com/anyuser/status/1523076418229477376)  2022-05-07T23:04Z [----] followers, [---] engagements


"This is one of the nuclear hand grenades the Fed is now juggling. The marginal balance sheet needed to absorb the oncoming rush of Treasury sales does not exist.it must be printed. Japan's energy import bill must be financed from dollar asset sales or the yen disappears. @SA Effectively Japanese QT to support JPY. Japan has $1.3T in USTs & $1.4T in other (heavily USD-denominated) assets it can sell if USD keeps rising. Who has the marginal balance sheet to absorb UST sales from the Fed Treasury Japan et al at politically-expedient yields 🤔 Effectively Japanese QT to support JPY. Japan has"  
[X Link](https://x.com/anyuser/status/1526954053229547523)  2022-05-18T15:53Z [----] followers, [---] engagements


""Everyone is now out hawking how high the fed funds rate needs to go in order to tame inflation.some say 4% and others even say 5-6%. Those believing this is possible don't appreciate how sensitive the US economy and asset prices are to this sharp rise in rates." @pboockvar"  
[X Link](https://x.com/anyuser/status/1537200894017736704)  2022-06-15T22:30Z [----] followers, [--] engagements


"The market is the economy. A bear market means a recession. Tax receipts go down the sewer. A debt crisis begins. @LukeGromen @LawrenceLepard @PeterNBell @Matt_Badiali @mike_maloney This years bear market is the equivalent of 43% GDP - largest ever wealth destruction as a % of GDP and this is only equities. Bonds and housing make it worse. How will this negative wealth effect impact the eco outlook. IMO the bear market is far from over. #macro $SPY https://t.co/iUKbbwUaU8 This years bear market is the equivalent of 43% GDP - largest ever wealth destruction as a % of GDP and this is only"  
[X Link](https://x.com/anyuser/status/1538539328963584001)  2022-06-19T15:08Z [----] followers, [--] engagements


"The GDPNow estimate for real GDP has collapsed. Second quarter [----] real growth has been cut to a -2.1% down from -1.0% on June [--] down from 0.0% on June [--] down from +0.9% on June [--] down from 1.3% on June [--] down from 1.9% on May [--]. This is an accelerating rout"  
[X Link](https://x.com/anyuser/status/1542950352286355457)  2022-07-01T19:16Z [----] followers, [--] engagements


"Federal gross interest cost over the [--] months ending May [--] was $666B. If we include impending extra interest on T bills and maturing notes that figure rises to $863B. Staggering. Military spending was $746B over the past [--] months; Medicare spending was $700B. H/T @LukeGromen"  
[X Link](https://x.com/anyuser/status/1544099748449337346)  2022-07-04T23:24Z [----] followers, [--] engagements


"Two successive negative growth quarters isn't recession. Inflation not rising once m-o-m is zero inflation. [--] straight months of negative growth in real wages is a strong labor market. Record negative productivity growth is a strong economy. Welcome to woke economics. $SA"  
[X Link](https://x.com/anyuser/status/1557795287808237571)  2022-08-11T18:25Z [----] followers, [---] engagements


"The cost of being a US ally: "The EU UK and Japan will now likely have their own versions of the 1997-98 SE Asian currency crises until they either de-dollarize energy imports economically collapse or the Fed pivots/renews QE." FFTT newsletter @LukeGromen We bet pivot $SA"  
[X Link](https://x.com/anyuser/status/1567553413331681281)  2022-09-07T16:40Z [----] followers, [--] engagements


"The average yield on global sovereign debt maturing in [--] years or more has fallen below that of securities due in one-to-three years for the first time. This inversion typically heralds recession as investors prefer longer term bonds due to pessimism over the economic outlook"  
[X Link](https://x.com/anyuser/status/1597721145582956544)  2022-11-29T22:36Z [----] followers, [--] engagements


""Bottom line I get the excitement in the markets that inflation is rolling over and the Fed is almost done hiking rates. But to repeat something I've said before bear markets have [--] stages. The first one.takes out a lot of the froth from the bull market"  
[X Link](https://x.com/anyuser/status/1616123874214658068)  2023-01-19T17:22Z [----] followers, 13.9K engagements


"Seabridge Gold's Projects in Northwest BC via @YouTube https://youtu.be/Fy0yvXhlpJI https://youtu.be/Fy0yvXhlpJI"  
[X Link](https://x.com/anyuser/status/1618972217819160578)  2023-01-27T14:00Z [----] followers, 28.5K engagements


"Today's sale of $32B in 10Y notes had to be priced at a high yield of 3.985% and promptly tailed the When Issued by 2.7bps. Of the past [--] 10Y auctions [--] have tailed or had stop throughs of more than 2bps a degree of volatility never seen before"  
[X Link](https://x.com/anyuser/status/1633540432956121122)  2023-03-08T18:49Z [----] followers, 256.7K engagements


"What does this mean Even a moderately sized auction pushes down price (pushes up yield) a sure sign of poor liquidity. Why does this matter We think the Treasury may be headed for a crisis where issuance exceeds market's appetite. $SA @LawrenceLepard @LukeGromen @goldseek"  
[X Link](https://x.com/anyuser/status/1633540434684256256)  2023-03-08T18:49Z [----] followers, 11.5K engagements


"Star Analyst Zoltan Pozsar on how the Fed's BTFP bank bailout is the restart of QE: "These Fed vehicles just created to rescue banks nonperforming assets have the same effect as QE/YCC despite their technical differences. These facilities tamp down longer term rates much in the same way as YCC does though not as obviously. We are in the 'anteroom' for the next QE. By keeping bad loans from hitting the free markets Yield Curve they force money seeking proper yield to go elsewhere. This is inflationary." As described by GoldFix on April 1st 'The Bank Bailout is YCC' "By lending to banks at face"  
[X Link](https://x.com/anyuser/status/1677713936139927552)  2023-07-08T16:19Z [----] followers, 11.3K engagements


"According to the St Louis Fed interest payments by the Federal Government have now surpassed $900B for the first time ever and within a quarter will probably rise above $1T. Unsustainable. @SA @SantiagoAuFund @leadecon @spomboy @Sprott @pboockvar"  
[X Link](https://x.com/anyuser/status/1679876982459252738)  2023-07-14T15:34Z [----] followers, 146.4K engagements


"A news flash this morning: maybe the BRICS meeting next month won't launch a new gold-backed currency. We never thought it would A new currency is a massive and UNNECESSARY undertaking to replace the petrodollar when gold can do the job directly. Here is how it could work: Every country in the new BRICS trading platform agrees to accept the currency of its BRICS partners for trade transactions keep gold in reserve and buy back its own currency from BRICS partners in gold. So gold is the final settlement for trade not dollars. Example: Russia sells oil to China for yuan. Any yuan not needed to"  
[X Link](https://x.com/anyuser/status/1682418724702224385)  2023-07-21T15:54Z [----] followers, 35.5K engagements


""Deficits are so high relative to dealer balance sheet capacity that the Fed is going to have to continue to be a regular participant in UST markets and while the Fed may want markets to distinguish between market function purchases of USTs and monetary policy purchases of USTs markets wont care because liquidity is fungible." From @LukeGromen $SA Gold will care least of all"  
[X Link](https://x.com/anyuser/status/1699471329416688044)  2023-09-06T17:15Z [----] followers, 15.5K engagements


""If gold buys more energy in China than in the west then gold will flow to China until either the western gold price rises or the western gold vaults empty. Russias recent announcement it will sell gas to China for gold at half the price of Europe beginning in January [----] will all else equal accelerate the 'walk' on London gold already underway as it represents an even higher gold/oil ratio in China than in the west." From @LukeGromen As Mr. Gromen states China/Russia have weaponized gold to counter the weaponized dollar. As the world financial system bifurcates and goes onto a war footing"  
[X Link](https://x.com/anyuser/status/1704597511023808690)  2023-09-20T20:44Z [----] followers, 62.5K engagements


"How we think the BRICS gold/energy transaction works. Starting in [----] China pays for Russian gas in yuan. Russia is able to use some of this yuan to purchase Chinese goods and services. The large amount of remaining yuan Russia obtains can be exchanged for Chinese gold but at a ratio which effectively doubles the gold price in yuan that Russia pays for the gold. China therefore gets a substantial discount on its energy from Russia. The result: China imports much more gold the world dollar price of gold rises and the West is drained of its available metal while Russia revalues its gold"  
[X Link](https://x.com/anyuser/status/1704689489178685747)  2023-09-21T02:50Z [----] followers, [----] engagements


"The gold market feels to us like 2008.the dollar inexplicably up and gold down for days on end stock markets weak.a deflationary liquidity event somewhere just over the horizon. Gold often senses it early. Whatever it is the Fed won't let it happen unopposed. The dollar injections this time will have to be truly massive. $SA"  
[X Link](https://x.com/anyuser/status/1708969094366495073)  2023-10-02T22:15Z [----] followers, 25.6K engagements


"Put in a way a stock player understands: Lets imagine a stock thats 50-60% owned by one actor who over the years has accumulated their stake at any price & in unlimited quantities. Then for whatever reason that actor not only stops buying but starts selling. And on top of that the company starts issuing more shares: what do you think the stock would do Thats bonds in a nutshell. From @Myrmikan Yields are going higher.much higher. Only Fed QE can stop it and prevent a market collapse. $SA @LukeGromen"  
[X Link](https://x.com/anyuser/status/1712584784944242791)  2023-10-12T21:43Z [----] followers, 24.4K engagements


"Many readers not remembering the failed Treasury-bond auction of Aug. [--] [----] will doubt that a creditors strike is even conceivable." Tim Price @PriceVPartners $SA"  
[X Link](https://x.com/anyuser/status/1720959412016189942)  2023-11-05T00:21Z [----] followers, [----] engagements


"Why is there no recession Because GDP is an artifact of government spending which is running wild. Meanwhile the private (productive) economy is shrinking.just deduct the deficit from nominal GDP a la Jeffrey Gundlach and growth is negative. $SA And this is before the economy rolls over. Merry Christmas everyone 🎄 https://t.co/XYmBRt0Nkc And this is before the economy rolls over. Merry Christmas everyone 🎄 https://t.co/XYmBRt0Nkc"  
[X Link](https://x.com/anyuser/status/1740799209081655540)  2023-12-29T18:17Z [----] followers, [----] engagements


"The FOMC statement issued today took out the following sentence which had appeared in previous statements: "The U.S. banking system is sound and resilient." What isn't said is more important than what is $SA https://twitter.com/i/web/status/1752834532548461050 https://twitter.com/i/web/status/1752834532548461050"  
[X Link](https://x.com/anyuser/status/1752834532548461050)  2024-01-31T23:21Z [----] followers, [----] engagements


"New York Community Bank has company in the sewer today: Western Alliance Bancorp Zions Bancorp and Webster Financial are also tumbling along with Citizens Financial Regions Financial SouthState Prosperity Bancshares Schwab PacWest and Huntington Bancshares.The market has suddenly rediscovered risk. Amazing. $SA https://twitter.com/i/web/status/1753127488576782653 https://twitter.com/i/web/status/1753127488576782653"  
[X Link](https://x.com/GoldSeabridge/status/1753127488576782653)  2024-02-01T18:45Z [----] followers, [----] engagements


"A SCARY UPDATE FROM @pboockvar on CRE: "I thought there was about $500 billion of commercial real estate debt due this year that needed to be refinanced according to the Mortgage Bankers Association. That ended up being way off as the MBA yesterday revised that number to $929 billion according to a Bloomberg News story. That happens to be about 20% of outstanding debt on US commercial real estate that includes multi family. "Assume too that the interest rates on the loans maturing are less than half the rates on the loans on offer now. There is a long slog ahead for CRE and much more pain to"  
[X Link](https://x.com/anyuser/status/1757465932744585618)  2024-02-13T18:05Z [----] followers, [----] engagements


"From @LukeGromen GOLD AS AN OIL CURRENCY "If the Chinese will not allow the CNY to revalue higher against the USD then it is in Yellens and the US interest to allow gold to re-rate massively higher v. the USD as it re-becomes an oil currency. "If we are right at some point as gold continues to be re-rated higher by re-becoming an oil currency the USD will suddenly begin weakening against currencies that mark their gold reserves to market quarterly (unlike the US) notably v. the EUR the CNY and RUB. "Virtually nobody thinks this is possible and so virtually no one is positioned for it. We"  
[X Link](https://x.com/anyuser/status/1776717816613265528)  2024-04-06T21:05Z [----] followers, 10.6K engagements


"This morning we ponder this question: if the China-Russia partnership wanted to send us a message peacefully that US hegemony is finished would they aggressively run up the gold price in dollars $SA @LawrenceLepard @PeterNBell @goldseek"  
[X Link](https://x.com/anyuser/status/1778753547581985099)  2024-04-12T11:54Z [----] followers, 17.2K engagements


"Poor liquidity in the US Treasury market (see chart below) matters once again yields are up and equities have responded to the downside. Today's 10Y auction was ugly.the sale tailed by a little more than [--] bps with a bid/cover of [----] the lowest since December [----]. $SA @thomcalandra @LawrenceLepard @LukeGromen"  
[X Link](https://x.com/anyuser/status/1821246530394693816)  2024-08-07T18:06Z [----] followers, 17.2K engagements


"The Math of Fiat Currency My grandfather retires in [----] with $300000 invested at the current risk free rate of 7%. He lives well on a pre-tax income of $21000 (but not for long). I retire in [----]. I want the same purchasing power as my grandfather. A 1$ purchase in [----] costs $8.10 now. That's an inflation rate of 710%. To live an equivalent lifestlyle as grandad I need retirement income of $170000 pre-tax (probably much more taking tax into account). At the current 5% risk free interest rate I need about $3.4 million for equivalent retirement. In [----] my grandfather's $300000 would have"  
[X Link](https://x.com/anyuser/status/1822347491498430633)  2024-08-10T19:01Z [----] followers, [----] engagements


"Are you ready for this US tax revenue in July=$330.4B Federal government outlays in July=$573.1B well above the $537.2B in June and the $496.9B for July [----] July [----] monthly deficit of $243.7B is the second largest July budget deficit on record surpassed only by the record pandemic print of July [----] 25% of federal tax revenues required to pay interest on federal debt $SA @LukeGromen @LawrenceLepard @RetirementRight @Goldmoney"  
[X Link](https://x.com/anyuser/status/1823123223749214481)  2024-08-12T22:23Z [----] followers, 52.1K engagements


"The gold price has been rising but so have mining costs. A simple way to assess if producer earnings will rise going forward is to track the Gold/CRB ratio where the CRB reasonably approximates the consummables used in mining. In short expect earnings to rise fast. $SA @LukeGromen @LawrenceLepard @JrMiningNetwork @Goldmoney @pboockvar @PeterNBell"  
[X Link](https://x.com/anyuser/status/1827835416512278966)  2024-08-25T22:28Z [----] followers, [----] engagements


"Do you think the US deficit/debt is a problem whose time will never come We think it may be shockingly relevant as soon as this fall. The graphic below is from @LukeGromen $SA"  
[X Link](https://x.com/anyuser/status/1835345744464691625)  2024-09-15T15:51Z [----] followers, [----] engagements


"UBS raises its gold targets"  
[X Link](https://x.com/anyuser/status/1840188012656775392)  2024-09-29T00:33Z [----] followers, 285.1K engagements


""Whoever wins the election it is clear that U.S. deficit spending will continue to increase until the bond market cracks. Gold loves it. Gold does not like the growth of a credit bubble the reason it underperformed badly in the 1980s and again after Bernanke reinflated the bubble in the 2010s. Gold loves a credit collapse especially when governments start debasing the currency to mitigate the collapse." Daniel Oliver Myrmikan 10/2024"  
[X Link](https://x.com/anyuser/status/1845636517273763872)  2024-10-14T01:23Z [----] followers, [----] engagements


"From @LukeGromen: "The Fed told us nine years ago that there is ZERO chance that Social Security benefits will ever be cut and that if Washington even attempted to do so it would badly harm the US economy and create a political crisis in the US. The implication As Alan Greenspan testified to Congress in 2005: 'We can guarantee cash benefits as far out and at whatever size you like but we cannot guarantee their purchasing power.'" $SA"  
[X Link](https://x.com/anyuser/status/1850562944310071551)  2024-10-27T15:39Z [----] followers, 35.6K engagements


"From @LukeGromen: "Gold has diverged v. oil v. 10y US real rates v. LT UST futures v. western gold ETF inventories and v. the USD and yet western consensus continues to miss what is happening here: BRICS net surpluses more than $780 billion in [----] are being recycled into gold. How high will gold prices be when western consensus finally understands this" $SA"  
[X Link](https://x.com/anyuser/status/1851351291379007510)  2024-10-29T19:51Z [----] followers, 28.3K engagements


"One of the biggest marginal buyers of USTs in recent years have been hedge funds buying USTs on significant leverage. The Inter-Agency Working Group report shows that hedge funds are now bigger holders of USTs than the US two biggest foreign creditors combined (Japan + China) using $5T in leverage: From @LukeGromen $SA"  
[X Link](https://x.com/anyuser/status/1853872373709283829)  2024-11-05T18:49Z [----] followers, 43.3K engagements


"As foreign purchasers backed away from ownership of US Treasuries (see below) why was there not more stress in the Treasury market In part because the Treasury shifted issuance to T-Bills. This was not the only policy change aimed at obscuring Treasury market fragility. As @LukeGromen notes: "The Fed has not sold any 10y+ USTs on net since January [----] begging the question 'Why not' especially given that consensus is that 'demand for USTs is fine' and a UST yield curve that has been inverted for a record length of time. "Why didnt the Fed sell more 10y+ USTs while the yield curve was inverted"  
[X Link](https://x.com/anyuser/status/1853878118785646789)  2024-11-05T19:12Z [----] followers, 25.1K engagements


""For the past 40+ years when we were still strictly in a unipolar USD-centric system any time the USD got 'too strong' EMs like India sold their gold reserves to defend their currencies BEFORE they sold their USD reserves; but now India and others are selling their USD reserves while BUYING gold reserves "This has likely been an underappreciated reason for gold diverging from the USD US 10y real rates and western gold ETF inventory levelsand we think that it will continue to be good for golds price over time." From @LukeGromen $SA https://fftt-llc.com https://fftt-llc.com"  
[X Link](https://x.com/anyuser/status/1857517244017947086)  2024-11-15T20:13Z [----] followers, 19.5K engagements


""10y UST yields and US 10y Term Premiums have moved sharply higher despite a highly recessionary Chicago PMI reading of [----] deflationary Chinese bond market action and the highest US credit card delinquencies since 2010." From @LukeGromen The trigger for western investor gold demand is nearly here. $SA"  
[X Link](https://x.com/anyuser/status/1876728815361438160)  2025-01-07T20:33Z [----] followers, 17.3K engagements


"The FT and Reuters report that London gold is flowing to NYC and we have noted that COMEX inventories are soaring. But the gold isn't stopping there.gold delivery notices have exploded 15x in recent weeks. Wheres it going $SA"  
[X Link](https://x.com/anyuser/status/1885422335835955448)  2025-01-31T20:18Z [----] followers, 51.3K engagements


"Excerpts from Michael Lynch on Gold and Silver re Comex "Banks began sourcing metal from their London vault holdings in December either moving metal they already owned or buying metal in London and then transporting it to comex vaults in the NYC area. Comex vault reports show that metal began arriving in the second week of December. "The buying wave continued into the January contract with delivered gold contracts topping the prior record by nearly a factor of 2X. "The buying wave continued into the February contract where the number of gold contracts standing for delivery exceeded comexs"  
[X Link](https://x.com/anyuser/status/1888429363747545170)  2025-02-09T03:27Z [----] followers, [----] engagements


"The gold price must rise to multiples of the current level to enable the current $19T in above ground gold supply to provide enough value to hedge $415T in tradeable debt. Paper exploded when the US closed the gold window. As King dollar dies gold's catching up to paper. See: Below: KSM in early construction $SA https://www.seabridgegold.com/the-case-for-gold/the-gold-market-4 https://www.seabridgegold.com/the-case-for-gold/the-gold-market-4"  
[X Link](https://x.com/anyuser/status/1923059281793843314)  2025-05-15T16:53Z [----] followers, [----] engagements


"JPMorgan predicts $6000 gold by the end of Trump's curent term up 80% from today's price based on "even a small shift in global asset allocations". This is our scnario: gold catches up in value to massive financial asset expansion since Nixon closed the gold window in [----]. $SA"  
[X Link](https://x.com/anyuser/status/1926645172835684767)  2025-05-25T14:22Z [----] followers, [----] engagements


"Deutsche Banks Head of FX Research George Saravelos says the US recently "experienced a sudden stop in capital inflow" which forced a policy reversal on trade. While tightening fiscal policy would be the clearest solution he notes there is no political willingness to do so. He proposes: ".increasing domestic absorption of US duration risk through financial incentives and potential financial repression. This includes regulatory carve-outs of US Treasuries from banks supplementary leverage ratio requirements tax advantages for owning long-dated Treasuries and possibly mandating greater Treasury"  
[X Link](https://x.com/anyuser/status/1940051247114985517)  2025-07-01T14:13Z [----] followers, 76.1K engagements


"Hong Kong investors with US$100000 to US$2 million in investible assets have allocated 11% of their portfolios to gold and other precious metals up from 4% a year ago according to a new survey by HSBC. $SA See: https://www.scmp.com/business/banking-finance/article/3316842/hong-kong-investors-triple-gold-holdings-rush-haven-asset-hsbc-survey https://www.scmp.com/business/banking-finance/article/3316842/hong-kong-investors-triple-gold-holdings-rush-haven-asset-hsbc-survey"  
[X Link](https://x.com/anyuser/status/1941221204683325891)  2025-07-04T19:42Z [----] followers, [----] engagements


"From @LukeGromen on US inflation "There is nothing more prospectively inflationary than a highly-indebted sovereign with domestic currency debt and a printing press whose rates are approaching levels that threaten the sovereign with a debt death spiral ".that very thing is happening in Japan and the UK as we speak putting upward pressure on 10y UST yields that are now nearing problematic levels DESPITE the cooler inflation print this week." $SA"  
[X Link](https://x.com/anyuser/status/1946591756373368955)  2025-07-19T15:23Z [----] followers, 17K engagements


"Russia Launches Domestic Gold Market The worlds second-largest gold producer will begin trading physical gold on the St. Petersburg International Mercantile Exchange (SPIMEX) by year-end in a strategic move to establish domestic price benchmarks and reduce reliance on the LBMA. $SA The gold market is globalizing"  
[X Link](https://x.com/anyuser/status/1947047178561814644)  2025-07-20T21:33Z [----] followers, 25.5K engagements


"The copper-gold ratio is a longstanding indicator of economic health.rising it indicates stronger growth while falling it suggests financial/monetary problems as gold outperforms. $SA"  
[X Link](https://x.com/anyuser/status/1949215890194518190)  2025-07-26T21:10Z [----] followers, [----] engagements


"Record Gold Floods Into Shanghai Warehouses This morning Bloomberg reports "gold held in warehouses linked to the Shanghai Futures Exchange has jumped to an all-time high another sign of resilient demand for gold investments in China". More than [--] tonnes have beenregistered for deliveryagainst futures contracts double the previous month. The build-up reflects a surge in arbitrage activity triggered by heavy demand for futures which are trading at a large premium to the physical metal. Traders and banks are taking advantage of the price gap buying cheaper gold on the spot market and"  
[X Link](https://x.com/anyuser/status/1953107141809652143)  2025-08-06T14:53Z [----] followers, [----] engagements


"ALARMING After a poor 3Y auction on Tuesday and a poorer 10Y yesterday Treasury's sale of $25B in 30Y paper today was the worst auction of the week. The high yield of 4.813% exceeded the When Issued at 4.792% by 2.1bps the biggest tail since last August and the bid-to-cover was the lowest since Nov [----]. Are we getting close to a market disruption $SA"  
[X Link](https://x.com/anyuser/status/1953518776609358245)  2025-08-07T18:09Z [----] followers, [----] engagements


"US M2 just hit fresh all-time highs nudging past COVID levels after abrief period of tightening. $SA"  
[X Link](https://x.com/anyuser/status/1954590016455446944)  2025-08-10T17:05Z [----] followers, 13.1K engagements


""August is on track to break records with over [--] million ounces of gold requested for delivery on COMEXa market that was never designed for physical settlement. Meanwhile US gold imports have surged 17x. "This isnt panic buying. Its calculated. Coordinated. Institutional. And possibly sovereign." ITM Trading 8/19/25 $SA"  
[X Link](https://x.com/anyuser/status/1958138027470930136)  2025-08-20T12:04Z [----] followers, [----] engagements


"Tether the number one issuer of Stablecoin has reportedly been in discussions with mining and investment groups to deploy billions into the gold industry according toFinancial Times. Tether has already acquired $8.7B worth of bullion held in its own Swiss vault. Tether CEO Paolo Ardoino has previously described gold as natural Bitcoin and suggested in a separate interview that if a global reset were to occur it would happen in gold. $SA http://decrypt.co/338253/tether-el-salvador-deepening-ties-to-gold-the-natural-bitcoin"  
[X Link](https://x.com/anyuser/status/1964152334830772667)  2025-09-06T02:23Z [----] followers, [----] engagements


"From @LukeGromen's Allow us some creative license to connect a few dots to wrap up this point: [--]. The GENIUS Act specifically ties USD stablecoins to T-Bills with a goal of financing US deficits. [--]. Bessent wants to increase stablecoin volumes massively in the next few years to create significant T-Bill demand. [--]. Tether and Ardoino are the biggest USD stablecoin issuer and one of the biggest T-Bill holders in the world; it stands to reason that Bessent has spoken with Ardoino at length during GENIUS Act discussions and writing. [--]. Ardoino has been buying gold and is now buying gold miners as"  
[X Link](https://x.com/anyuser/status/1966906538175435104)  2025-09-13T16:47Z [----] followers, 28.4K engagements


"Jeffrey Gundlach investing legend and DoubleLine Capital CIO on CNBC this pm after the Powell Q&A recommended 25% of portfolios should be gold. He predicted a close this year over $4.000. $SA"  
[X Link](https://x.com/anyuser/status/1968422034834088192)  2025-09-17T21:09Z [----] followers, [----] engagements


"We follow Michael Oliver of Momentum Structural Analysis. In a 9/28/25 report "Silver Entering a New Price Reality" he predicts $100 to $200 over the coming months and into the first quarter of next year. The character of this move is described as massive and jolting reflecting a full repricing of silver as a monetary and industrial metal. Silvers current behavior is being compared to two prior historical episodes: the late 1970s and the [--------] period. Both preceded explosive rallies in which the metal advanced several multiples within a handful of months. If those analogues hold MSA"  
[X Link](https://x.com/anyuser/status/1973192341289627847)  2025-10-01T01:04Z [----] followers, [----] engagements


"Investors Are Asking: Is It Time to Sell Gold From @LukeGromen: ".western investors still do not fully grasp the predicament the US and west is in; they still think the US and west have the option of doing what Volcker did to gold 1980-2000but we do not. "In [----] US foreign held USTs were 135% gold collateralized by US official gold at market value US debt/GDP was only 30% and so the US could raise rates to 15% to crush inflation and defend the USD without sending the US into a debt death spiral (interest receipts.) The US cannot do that today with debt/GDP and deficits this high and a"  
[X Link](https://x.com/anyuser/status/1974890938872062286)  2025-10-05T17:34Z [----] followers, 20.2K engagements


""Silvers rallies in [----] and [----] were short-lived spikes that ended in spectacular crashes and left investors discouraged for decades but the current move is very different.silver today is much cheaper than it was in [----] and [----] when measured against multiple benchmarks including inflation the money supply gold the U.S. national debt and the stock market." Jesse Colombo The Bubble Bubble Report Chart: silver price in [----] dollars"  
[X Link](https://x.com/anyuser/status/1975398295531901349)  2025-10-07T03:10Z [----] followers, 14.3K engagements


""I am just proposing that emerging markets shift a significant share of the trillions of dollars in foreign-currency reserves that they now hold into goldWhy would the system work better with a larger share of gold reserves The problem with the status quo is that emerging markets as a group are competing for rich-country bonds which is helping to drive down the interest rates they receive.the supply of advanced-country debt is limited by tax capacity and risk tolerance. Gold despite being in nearly fixed supply does not have this problem because there is no limit on its price." -Ken Rogoff"  
[X Link](https://x.com/anyuser/status/1975702698856005854)  2025-10-07T23:20Z [----] followers, 29.4K engagements


"As market analysts who missed the gold bull market now counsel selling we offer the chart below. Gold stocks are historically cheap and only now breaking out. Of course corrections are going to happen. But in our view no tops have been formed. Source: ScotiaBank $SA"  
[X Link](https://x.com/anyuser/status/1975935032125690357)  2025-10-08T14:43Z [----] followers, [----] engagements


"Gold was liberated from overt price control in [----] and banished from the financial system. The huge upswing in [----] reflected gold almost re-entering the system due to dollar inflation ended by Volcker and a strong dollar policy now finished. Gold is back in a global reset lacking alternatives. Its price cannot be defined by the period of dollar supremacy. $SA @LukeGromen"  
[X Link](https://x.com/anyuser/status/1981429862175834215)  2025-10-23T18:37Z [----] followers, [----] engagements


""The gold top is not in at least until golds price is high enough that US official gold collateralizes US foreign held debt at 40-60% or more." @LukeGromen Currently it's about 14%. $SA"  
[X Link](https://x.com/anyuser/status/1982057621164290540)  2025-10-25T12:12Z [----] followers, [----] engagements


"Gold is once again the preferred central bank reserve replacing US Treasuries. $SA"  
[X Link](https://x.com/anyuser/status/1990458152543027358)  2025-11-17T16:32Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing