#  @ValueSeeker_ Value Seeker Value Seeker posts on X about money, longterm, silver, level the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1581575675873460226/interactions)  - [--] Week [-------] +38% - [--] Month [-------] +281% - [--] Months [---------] +29% - [--] Year [---------] +510% ### Mentions: [--] [#](/creator/twitter::1581575675873460226/posts_active)  - [--] Week [---] -10% - [--] Month [---] +33% - [--] Months [---] +101% - [--] Year [-----] +138% ### Followers: [-----] [#](/creator/twitter::1581575675873460226/followers)  - [--] Week [-----] +9.70% - [--] Month [-----] +35% - [--] Months [-----] +81% - [--] Year [-----] +288% ### CreatorRank: [-------] [#](/creator/twitter::1581575675873460226/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) #4686 [currencies](/list/currencies) #4305 [stocks](/list/stocks) [technology brands](/list/technology-brands) [countries](/list/countries) [social networks](/list/social-networks) [exchanges](/list/exchanges) #5325 [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) **Social topic influence** [money](/topic/money) #4640, [longterm](/topic/longterm), [silver](/topic/silver) #2839, [level](/topic/level) #3043, [gold](/topic/gold), [$sil](/topic/$sil) #4, [$gdx](/topic/$gdx), [$slp](/topic/$slp), [$silj](/topic/$silj) #7, [$gdxj](/topic/$gdxj) **Top accounts mentioned or mentioned by** [@tavicosta](/creator/undefined) [@barchart](/creator/undefined) [@zerohedge](/creator/undefined) [@investingcom](/creator/undefined) [@elerianm](/creator/undefined) [@peterschiff](/creator/undefined) [@kobeissiletter](/creator/undefined) [@peterlbrandt](/creator/undefined) [@economics](/creator/undefined) [@thelonginvest](/creator/undefined) [@kinesismonetary](/creator/undefined) [@northstarcharts](/creator/undefined) [@katusaresearch](/creator/undefined) [@goldtelegraph](/creator/undefined) [@greatmartis](/creator/undefined) [@robinjbrooks](/creator/undefined) [@mayhem4markets](/creator/undefined) [@dariocpx](/creator/undefined) [@ft](/creator/undefined) [@ronstoeferle](/creator/undefined) **Top assets mentioned** [Smooth Love Potion (SLP)](/topic/$slp) [Exxon Mobil (XOM)](/topic/$xom) [SPDR GOLD ETF (GLD)](/topic/$gld) [Alibaba Group (BABA)](/topic/$baba) [Sigma Lithium Corporation Common Shares (SGML)](/topic/$sgml) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Litentry (LIT)](/topic/$lit) [Slash Vision Labs (SVL)](/topic/$svl) [GSCI (GSCI)](/topic/$gsci) [SPX6900 (SPX)](/topic/$spx) [Solana (SOL)](/topic/solana) ### Top Social Posts Top posts by engagements in the last [--] hours "With a P/E ratio of [----] a dividend yield superior to 30% last year and now a clear upside breakout from its consolidation Geo Energy Resources offers a particularely interesting risk/return tradeoff. $oot $coal #dividends #dividendes #value #energy" [X Link](https://x.com/ValueSeeker_/status/1641561518754918403) 2023-03-30T22:02Z [---] followers, [---] engagements "$Silver: - 2-year resistance breakout - MACD turning positive for the first time since February [----] (on a monthly basis) - RSI above [--] and its moving average - Low of the Ichimoku cloud retested. $xagusd $xageur $sil $silj $argent #Silverminers #preciousmetals" [X Link](https://x.com/ValueSeeker_/status/1642292593873547264) 2023-04-01T22:27Z [---] followers, [---] engagements "Patience pays. After a 2-year (and [--] months) correction $Silver finally broke out together with $Gold. $xagusd $xauusd $xauxag $sil $silj $argent #argent #or" [X Link](https://x.com/ValueSeeker_/status/1643280551963394048) 2023-04-04T15:53Z [---] followers, [---] engagements "$SILJ's momentum turning positive on a monthly basis for the first time since [----] after a successful retest of its long term supports. $Silver $xagusd $xageur $xagcny #silver #preciousmetals $SIL" [X Link](https://x.com/ValueSeeker_/status/1645804256186998788) 2023-04-11T15:01Z [---] followers, [----] engagements "$UFO Close to a major resitance lasting for more than [--] years. $silver $sil $silj $xagusd $xaggbp $argent" [X Link](https://x.com/ValueSeeker_/status/1646097145160769538) 2023-04-12T10:25Z [---] followers, [---] engagements "$Silver attacking a 12-year old resistance. If it succeeds we could see an impressive move on the grey metals and its miners. MACD and RSI also still in favorable territories. $XAGUSD $XAGEUR $SIL $SILJ $SVL $UFO #Silver" [X Link](https://x.com/ValueSeeker_/status/1653022501671141376) 2023-05-01T13:04Z [---] followers, [---] engagements "Alien Metals $UFO as many other miners successfully retested its 2-year long resistance after having broken it. A rather positive signal. $SILJ $SIL $SLV $XAGUSD $XAUUSD #Silver" [X Link](https://x.com/ValueSeeker_/status/1659840051323232259) 2023-05-20T08:34Z [---] followers, [---] engagements "Positive technical setup for the Swiss France against the Euro. #ichimoku #EURCHF #Suisse #France" [X Link](https://x.com/ValueSeeker_/status/1667193177470631936) 2023-06-09T15:33Z [----] followers, [--] engagements "In our latest paper: - How to use purchasing power parity to generate excess return over the long-term - Overvaluation of the US Dollar against the Norwegian Krona the Brazilian Real and the New Zealand Dollar. $USDBRL $USDNOK $USDNZD" [X Link](https://x.com/Wealthier_/status/1673060565546090498) 2023-06-25T20:08Z [---] followers, [--] engagements "European real estate While real estate prices (adjusted for inflation) have risen since the 70' in Europe great disparities exist between countries: +15% +104% +174% +426% (Prices in local currencies) #realestate #realestate #Europe" [X Link](https://x.com/ValueSeeker_/status/1677605201618903041) 2023-07-08T09:07Z [---] followers, [---] engagements "Oil has a persistent relationship with the quantity of money in circulation (M2 here). Once adjusted for M2 growth historical comparisons can easily be made to see whether oil offers upside potential. At current price of $79 #Oil does seem cheap. #OOTT $UKOIL $USOIL $XLE $IEO" [X Link](https://x.com/ValueSeeker_/status/1678995157260066818) 2023-07-12T05:10Z [----] followers, [---] engagements "Good day for #Silver after a lower CPI print than expected which might suggest a more dovish monetary policy. The main level to watch here is USD [----] at breaking it would mean leaving a 12-YEAR correction movement. $SIL $SIL $Silver $XAGUSD $XAGEUR" [X Link](https://x.com/Wealthier_/status/1679198952132866063) 2023-07-12T18:40Z [---] followers, [---] engagements "#Silver might be about to break a 12-year resistance. This would be highly positive for metal and its miners. Also: - Monthly MACD are positive - The ichimoku cloud is in a bullish setup Time will tell $xagusd $SIL $SILJ" [X Link](https://x.com/Wealthier_/status/1679710713282002944) 2023-07-14T04:33Z [---] followers, [---] engagements "The real #silver bull market still has to begin A breakout above the 12-year resistance (at $26) would be a major bullish signal With monthly ichimoku configuration & MACD both positive in absence of market crash silver could suprise to the upside #argent $xagusd $silj $sil" [X Link](https://x.com/Wealthier_/status/1684292142477238273) 2023-07-26T19:58Z [---] followers, [---] engagements "The #Nasdaq [---] (adjusted for M2) is now at a critical level equivalent to its last peak of December [----] itself close the the DotCom Bubble's peak. Really hard to see it going substentially higher. Meanwhile the #Vix is low. It might be a good time to hedge. $QQQ $CSNDX" [X Link](https://x.com/ValueSeeker_/status/1686594059945517056) 2023-08-02T04:25Z [----] followers, [----] engagements "While being bullish over the long-term on #Oil I would wait to see a clear breakout of the long-term resistance at $87.70 before increasing exposure to oil producers. #OOTT $Brent $WTI $OSX $XLE $VDE" [X Link](https://x.com/Wealthier_/status/1688998691883864064) 2023-08-08T19:40Z [---] followers, [---] engagements "Canadian real estate prices have been fuelled by decreasing rates over decades. If interest rates remain high prices should significantly go to the downside. For a 10-year gov. bond yield of 3% the below regression suggests a downside of approximately 50% (in real term)" [X Link](https://x.com/Wealthier_/status/1690956591430799360) 2023-08-14T05:20Z [---] followers, [--] engagements "Despite a decreasing US inflation (probably) due to a recession retuning to 2% seems unlikely in the years to come (due to underinvestment in commodity extraction money printing and green policies). Yet the markets prices the 5-year breakeven #inflation rate at 2.2%. 1/2" [X Link](https://x.com/Wealthier_/status/1693345121666769056) 2023-08-20T19:31Z [---] followers, [--] engagements "#Silver had big day yesterday but still needs to break the long-term resistance at $25.5. Once done the technicals will be highly positive for the grey metal knowing that the monthly MACD is still positive and the RSI is above [--]. $SIL $SILJ $SVL $XAGUSD" [X Link](https://x.com/Wealthier_/status/1694565028572115282) 2023-08-24T04:19Z [---] followers, [---] engagements "While large caps tend to grow at the same pace as money supply over the long-term small caps grow at a faster rate as can be seen in the below Smallcaps-to-M2 ratio This support the idea that over the long-term the size factor can help outperform the market #Smallcap #Stocks" [X Link](https://x.com/ValueSeeker_/status/1695407235906650605) 2023-08-26T12:05Z [---] followers, [---] engagements "@badcharts1 Check out our tread about the Swiss Franc. It is currently cheap relative to the dollar by the way" [X Link](https://x.com/Wealthier_/status/1699063187558261145) 2023-09-05T14:13Z [---] followers, [---] engagements "The case for US small-cap energy stocks #OOTT $PSCE $XOP $VDE #Oil #Brent #Stocks https://open.substack.com/pub/theindependentinvestor/p/the-case-for-us-small-cap-energyutm_campaign=post&utm_medium=web https://open.substack.com/pub/theindependentinvestor/p/the-case-for-us-small-cap-energyutm_campaign=post&utm_medium=web" [X Link](https://x.com/ValueSeeker_/status/1700967761466257451) 2023-09-10T20:21Z [----] followers, [---] engagements "#Oil adjusted for money supply: - Remains in a buy zone - Has its MACD about to turn positive - Benefits from head and shoulders pattern #OOTT $Oil $Usoil $Ukoil" [X Link](https://x.com/Wealthier_/status/1704752124578484440) 2023-09-21T06:59Z [---] followers, [--] engagements "Commodity market overview - September [----] Energy performed well but remains in a buy zone while the dollar expensiveness and OECD countries solvency issues could trigger the next gold bull market. #OOTT #GOLD #SILVER $xauusd $xagusd #Oil" [X Link](https://x.com/Wealthier_/status/1705565739887821117) 2023-09-23T12:52Z [---] followers, [--] engagements "Indonesian #coal seems to be bottoming after an 18-month correction. With an RSI above [--] and its moving average an MACD turning positive should be bullish for indonesian coal miners such as Geo Energy Resources" [X Link](https://x.com/Wealthier_/status/1706328437319770598) 2023-09-25T15:22Z [---] followers, [--] engagements "$SPX adjusted for Money Supply (M2) has made a triple top in the high of its long-term range. The only higher top was during the DotCom Bubble. During the last inflationary period (70's) which led to higher rates thus lower multiples it experienced a 73% drawdown" [X Link](https://x.com/Wealthier_/status/1706913498930835653) 2023-09-27T06:07Z [---] followers, [----] engagements "@Schuldensuehner Definitely. Adjusted for M2 the $SPX seems very expensive. This offers negative expected returns over the medium-term especially if it reaches its 70's level (the last time it experienced higher rates and an inflationary environment)" [X Link](https://x.com/Wealthier_/status/1706994270253576445) 2023-09-27T11:28Z [---] followers, [--] engagements "@KorpioProd Basically I simply made a ratio between SPX and M2 to compare the level of SPX over time as if the quantity of money stayed the same. Then I just multiplied it by a nb allowing me to scale it to the current SPX level. It's simply more convenient to look at it this way" [X Link](https://x.com/ValueSeeker_/status/1707054246087004585) 2023-09-27T15:27Z [---] followers, [--] engagements "@KorpioProd M2 is variable (usually grows there are far more money in circulation now than in the 80's for example). But it's easy to know its true level (it's like looking at a cash position in a balance sheet no doubt about whether or not the figure we have is reliable)" [X Link](https://x.com/Wealthier_/status/1707058204440428815) 2023-09-27T15:42Z [---] followers, [--] engagements "@KorpioProd On the other hand CPI is estimated based on a basket of goods and services (which might not truly reflect one's real expenses) whose calculation method changes over time making it less comparable across periods. In short it's an estimate not hard data" [X Link](https://x.com/Wealthier_/status/1707058320241033602) 2023-09-27T15:43Z [---] followers, [--] engagements "@elerianm Once adjusted for money supply growth oil remains cheap. Reaching $100 would look like an appetizer compared to the level which could be reached by the end of the next bull market. #Oil #OOTT" [X Link](https://x.com/ValueSeeker_/status/1707284331188629740) 2023-09-28T06:41Z [---] followers, [---] engagements "@WOLF_Financial Over the long-term playing some specific factors (such as size or value) rather than general large cap stocks of the S&P500 make even more sense in my opinion" [X Link](https://x.com/Wealthier_/status/1707722372692779502) 2023-09-29T11:41Z [---] followers, [--] engagements "@SantiagoAuFund King but overvalued against the majority of currencies (based on purchasing Power Parity). Being the reserve currency doesn't mean it can't go down. Since the 70's it lost almost 80% of its value against the Swiss Franc and almost 60% against the Japanese Yen" [X Link](https://x.com/Wealthier_/status/1707731667366871299) 2023-09-29T12:18Z [---] followers, [--] engagements "While #property prices in Western countries have gone up since the 70's (in real term) wide disparities exist (prices in Canada were multiplied by [---] against [---] for Germany at their pics). Recently #RealEstate started to either flatten or fall. 1/2 #immobilier" [X Link](https://x.com/Wealthier_/status/1708041207295693242) 2023-09-30T08:48Z [---] followers, [--] engagements "This is due to a shift from a disinflationary period (rates and inflation valuations) to inflationary one (rates and inflation valuations) Contrary to what many think RE often struggles in inflationary times due to its senstivity to higher interest rates. 2/2" [X Link](https://x.com/ValueSeeker_/status/1708044195955454328) 2023-09-30T09:00Z [---] followers, [--] engagements "Weekly Market snapshot This week #silver was strongly sold off and retested its long-term support before modestly recovering. The current technical pattern still holds. The main risk being a market crash (temporarily) taking down with it #Silver. 1/N $SIL $SILJ $XAGUSD $SVL" [X Link](https://x.com/Wealthier_/status/1710641915840823585) 2023-10-07T13:03Z [---] followers, [---] engagements "@Le_Lambda @TaviCosta The interest of adjusting for M2 is to be able to compare different periods which have different levels of liquidity. It did not reach the level of the 2000's but it's close. Also the 2000's were deflationary (good for long duration assets such as Tech)" [X Link](https://x.com/Wealthier_/status/1711346574935183564) 2023-10-09T11:43Z [---] followers, [--] engagements "Relative Value of the Swiss Franc against the US Dollar based on Purchasing Power Parity. The Franc looks still cheap" [X Link](https://x.com/Wealthier_/status/1711444313882628566) 2023-10-09T18:11Z [---] followers, [--] engagements "The #dollar remains expensive against many currencies if measured based on Purchasing Power Parity. $DXY $USDEUR $USDGBP" [X Link](https://x.com/Wealthier_/status/1711591799544848480) 2023-10-10T03:57Z [---] followers, [----] engagements "Against the Australian Dollar" [X Link](https://x.com/Wealthier_/status/1711592103422111885) 2023-10-10T03:58Z [---] followers, [--] engagements "We now have a monthly hammer candlestick signaling a potential reversal for #Silver. Such candle announced the [----] bull run while a reverse hammer candle announced its top. Will history rhyme $XAGUSD $SIL $SILJ $SLV $SVL" [X Link](https://x.com/Wealthier_/status/1712854434949054795) 2023-10-13T15:34Z [---] followers, [----] engagements "Is #Nasdaq's bull market cancelled The risk-return trade-off was indeed poor. $NDX #Nasdaq100" [X Link](https://x.com/Wealthier_/status/1712863577382523113) 2023-10-13T16:11Z [---] followers, [---] engagements "$PSCE - Small cap US enegry producers ETF: - ROE: 35.61% - Forward P/E: [----] - Positive monthly MACD - Testing its long-term resistance - Distribution rate: 2.56% - Total expense ratio: 0.29% #OOTT #Smallcaps #Oil" [X Link](https://x.com/ValueSeeker_/status/1713498993638928429) 2023-10-15T10:16Z [----] followers, [---] engagements "@dlacalle_IA I'm bullish gold but don't consider that geopolitical risks are now priced in #oil price knowing that we did not see any retaliation from oil producers for now. Compared to gold it remains relatively underpriced as the below oil-to-gold ratio suggests. #OOTT $XAUUSD #Brent" [X Link](https://x.com/Wealthier_/status/1713541387201753480) 2023-10-15T13:04Z [---] followers, [---] engagements "After having been overbought a few weeks ago (see our previous tweets) $URNM has retraced by 15% last week and retested its long-term resistance. While nothing is certain this is a level at which I would reinforce my position. $URNJ $URA $CCJ" [X Link](https://x.com/Wealthier_/status/1713774573680758889) 2023-10-16T04:31Z [---] followers, [---] engagements "Despite a recent up leg #Uranium (adjusted for inflation) remains 82% below its prior pic of [----] (suggesting a bargain price) while having a positive monthly momentum and retesting its long-term resistance. $URA $URNM $NLR #commodities" [X Link](https://x.com/Wealthier_/status/1714128493598933140) 2023-10-17T03:57Z [---] followers, [---] engagements "While #inflation makes the headlines for two years for being first temporary then sticky US inflation expectations for the next [--] years seem unrealistic at 2.41%. All other things equal higher inflation would imply lower real rates: - Bad for cash - Good for #gold" [X Link](https://x.com/Wealthier_/status/1714486800561885380) 2023-10-18T03:41Z [---] followers, [---] engagements "@lisaabramowicz1 And the market only prices an annual inflation rate of 2.41% for the next [--] years. Wait until higher for longer inflation is reflected into nominal rates" [X Link](https://x.com/Wealthier_/status/1714690902738805181) 2023-10-18T17:12Z [---] followers, [---] engagements "The #Nasdaq100 adjusted for money supply reached its former top this summer before correcting. While reaching its long-term support would imply a 25% drawdown (from current level) breaking it down would likely trigger an epic downside move. $NDX" [X Link](https://x.com/Wealthier_/status/1714850904933831141) 2023-10-19T03:48Z [---] followers, [---] engagements "@TaviCosta Not to mention the drawdown potential" [X Link](https://x.com/Wealthier_/status/1714854279947628641) 2023-10-19T04:01Z [---] followers, [---] engagements "Longer-term the #Nasdaq (adjusted for money supply) remains at very elevated levels what could trigger a major downside move. So in a "higher for longer" rate environment this long duration index does not seem to offer good prospective returns. 2/n" [X Link](https://x.com/Wealthier_/status/1715994679785693379) 2023-10-22T07:33Z [---] followers, [---] engagements "On the other side #oil is still relatively undervalued relative to #gold while geopolitical tensions could trigger higher prices over the short-term. Longer-term insufficient CAPEX should also push oil prices higher but for longer. 6/n #OOTT $XME" [X Link](https://x.com/Wealthier_/status/1716001276519956554) 2023-10-22T07:59Z [---] followers, [---] engagements "Meanwhile US #smallcap #oil & #gas producers have recently risen but remain far from their pic of [----] while trading at relatively low valuations. Taking the $PSCE ETF as a proxy they trade at a forward P/E of only [---]. #OOTT 7/n https://x.com/Wealthier_/status/1716001276519956554 On the other side #oil is still relatively undervalued relative to #gold while geopolitical tensions could trigger higher prices over the short-term. Longer-term insufficient CAPEX should also push oil prices higher but for longer. 6/n #OOTT $XME https://t.co/ZSKAUiXNzw" [X Link](https://x.com/ValueSeeker_/status/1716007943433257359) 2023-10-22T08:25Z [----] followers, [---] engagements "The #Nasdaq100 broke today its resistance. Gravity seems to be at play. Next stop at 10'700 $QQQ $NDX #NASDAQ100" [X Link](https://x.com/Wealthier_/status/1717257217169051836) 2023-10-25T19:10Z [---] followers, [---] engagements "@SantiagoAuFund We never had such a divergence with the US dollar overvalued by 67% (based on purchasing power parity) against the Japanese Yen" [X Link](https://x.com/Wealthier_/status/1717384128906047815) 2023-10-26T03:34Z [---] followers, [---] engagements "#Gold and #Silver disconnecting from treasuries returns and remaining stable during market sell-offs is rather a positive sign for precious metals bulls. $gdx $gdxj $xauusd $silj $sil $xagusd" [X Link](https://x.com/Wealthier_/status/1717602784827056252) 2023-10-26T18:03Z [---] followers, [---] engagements "@StealthQE4 There was not only a crazy amount of printed money but also the stock market went up proportionally more than M2 making it expensive even if the levels of money supply simply stayed as it is today. This is what the below demonstrated" [X Link](https://x.com/Wealthier_/status/1717797656381030572) 2023-10-27T06:57Z [---] followers, [---] engagements "At $2'006 #Gold price (once adjusted for money supply growth) remains relatively low as the last tops that happened during a disinflationary period would be today equivalent to $3'551 and $9'127 for the one that happened in an inflationary period. $xauusd $gdxj $gdx" [X Link](https://x.com/Wealthier_/status/1718150005041602941) 2023-10-28T06:17Z [---] followers, [---] engagements "@PeterSchiff Adjusted for money supply the last tops (which happenend in a disinflationary period) would be now equivalent to $3'551 while the last one that happened in an inflation period would now be equivalent to $9'127. There is some room for an upside indeed" [X Link](https://x.com/Wealthier_/status/1718171678901927961) 2023-10-28T07:43Z [---] followers, [--] engagements "Long-term view The last times the #NASDAQ100's 3-month MACD turned negative were in October [----] (50% drawdown) and April [----] (-80% drawdown). Looking at the below tweet $NDX seems closer to 2000's situation" [X Link](https://x.com/Wealthier_/status/1718181080790897127) 2023-10-28T08:21Z [---] followers, [---] engagements "@TOzgokmen Either that or it's simply recessionary forces temporarily driving inflation down" [X Link](https://x.com/Wealthier_/status/1719083383773446351) 2023-10-30T20:06Z [---] followers, [--] engagements "The $USD is not only expensive against $DXY's currency basket (mainly EUR GBP JPY CAD) but also against many others such as the New Zealand Dollar and the Danish Krona. https://twitter.com/Wealthier_/status/1721213360413229435 The $DXY topped at [-----] a year ago a could not get back to this level so far while its monthy MACD has been negative since March '23. At [---] the #dollar remains particularly expensive compared to its historical trend but also when measured based on purchasing power parity. https://t.co/elykldjDfA https://twitter.com/Wealthier_/status/1721213360413229435 The $DXY topped" [X Link](https://x.com/ValueSeeker_/status/1721215650054492395) 2023-11-05T17:19Z [---] followers, [---] engagements "@johnjhin7 Negative monthly momentum for the US Dollar while being expensive: good environment for gold" [X Link](https://x.com/Wealthier_/status/1721262061089398902) 2023-11-05T20:23Z [---] followers, [---] engagements "#Oil still trades at attractive levels once adjusted for money supply (the last pick of $143 in [----] would be now equivalent to $398). If it went to the roof then the stock market would suffer. Here is why I own oil stocks not only as an investment but also as a hedge. #OOTT" [X Link](https://x.com/Wealthier_/status/1721391885028114673) 2023-11-06T04:59Z [---] followers, [---] engagements "While many #uranium producers trade at elevates P/Es (which can be justified by growing earnings) #Kazatomprom is the value play of the group. Trailing PE: [----] Forward P/E: [--] ROE: 35% 5-year ROIC: 18.62% ROIC TTM: 29.27% Debt-to-equity: 7% Dividend yield: 4.5% $KAP" [X Link](https://x.com/Wealthier_/status/1721754285245940068) 2023-11-07T04:59Z [---] followers, [---] engagements "I often ecounter people buying pleasure investments (diamonds watches.) arguing that it will always be worth something. True but how much will it be worth in real terms and how much did they forgoe by not buying productive inevstments (stocks) Diamond price chart" [X Link](https://x.com/Wealthier_/status/1723926218456666538) 2023-11-13T04:50Z [---] followers, [--] engagements "#Uranium update $URA ajdusted for inflation has broken its 10-year resistance. Let's now see if this holds till the end of the month. At this level we are still 80% below the prior pic of [----]. $URNM $URNJ $KAP" [X Link](https://x.com/Wealthier_/status/1728680033076818368) 2023-11-26T07:40Z [---] followers, [----] engagements "$SPX (adjusted for M2 growth) is now retesting its last top. On a historical basis it's really expensive but none can exclude a breakout leading prices higher neither. At such level I'd not go long the index nonetheless" [X Link](https://x.com/Wealthier_/status/1728684013311676826) 2023-11-26T07:56Z [---] followers, [--] engagements "#Silver is now retesting its 3-year old resistance it failled to break several time. As the weekly MACD has turned positive silver bulls can hope that this time the grey metal will get out of its consolidation zone. $SIL $SILJ #Argent" [X Link](https://x.com/Wealthier_/status/1728687294196953201) 2023-11-26T08:09Z [---] followers, [---] engagements "The #Dollar strength of the last years has hidden the performance of gold in the other major currencies. While #gold is up 56% since [----] in USD it appreciated 64% in CNY and 113% in JPY. A lower $USD could be a game changer. $XAUUSD $GLD $GDX $GDXJ The #dollar which is expensive against the majority of currencies (based on purchasing power parity) is now trending lower again (negative MACD) while still being above its long-term trend A lower $USD would should benefit: - US exporters - Commodities and commodity producers https://t.co/33T4yAwtgq The #dollar which is expensive against the" [X Link](https://x.com/Wealthier_/status/1728714462025154922) 2023-11-26T09:57Z [---] followers, [---] engagements "Congratulations to all #Silver bulls who have remained invested during this 3-year silver correction and massive drawdowns for miners. #argent $xagusd $SIL $SILJ $SVL $SLV" [X Link](https://x.com/Wealthier_/status/1730338751191101742) 2023-11-30T21:31Z [---] followers, [----] engagements "#Solana ready to take off after having retested its long-term resistance which have become a support. $SOL" [X Link](https://x.com/Wealthier_/status/1731051749614469577) 2023-12-02T20:44Z [---] followers, [--] engagements "In November $ETH's monthly momentum has turned positive for the first time since [----]. Last time it happened it went from [---] to [----] (x20) in [--] months. This does not mean that history will repeat itself but it is nontheless positive for crypto bulls. #Ethereum #ETH" [X Link](https://x.com/Wealthier_/status/1731054864422010934) 2023-12-02T20:56Z [---] followers, [--] engagements "The Swiss franc is back below [----] against the Euro. To reach [---] standard deviation the franc would need to touch the [----] level but could also undershoot it and appreciate further. #Swissfranc #Francsuisse #Suisse" [X Link](https://x.com/Wealthier_/status/1731215678126833691) 2023-12-03T07:35Z [---] followers, [--] engagements "Silver Mines Ltd $SVL up 11.43% today. Lots of miners have recently woken up. $SLV $Xagusd $Xauusd $SIL $SILJ" [X Link](https://x.com/Wealthier_/status/1731563738765951424) 2023-12-04T06:39Z [---] followers, [---] engagements "#Silver is now back on its support. Last month's breakout might finally hold. $XAUUSD $XAGUSD $SIL $SILJ" [X Link](https://x.com/ValueSeeker_/status/1738109247609512198) 2023-12-22T08:08Z [---] followers, [---] engagements "#Solana broke the $116 resistance. Next major resistance at $173. #SOL $SOL #Solana is now testing the [---] resistance highlited in the below tweet. If it breaks the next main resistance level would be at [---]. #SOL $SOL https://t.co/8O6OGl1t29 https://t.co/b3yRVuHNmK #Solana is now testing the [---] resistance highlited in the below tweet. If it breaks the next main resistance level would be at [---]. #SOL $SOL https://t.co/8O6OGl1t29 https://t.co/b3yRVuHNmK" [X Link](https://x.com/Wealthier_/status/1739349394388824193) 2023-12-25T18:16Z [---] followers, [---] engagements "@KatusaResearch @MarinKatusa Adjusted for inflation it is still 70% below its prior pic" [X Link](https://x.com/Wealthier_/status/1739946081595863270) 2023-12-27T09:47Z [---] followers, [---] engagements "@clp923 @AndUranium The below $URA adjusted for inflation made me a long-term buyer. It is still 70% below its pic" [X Link](https://x.com/anyuser/status/1739947977634881846) 2023-12-27T09:54Z [--] followers, [---] engagements "Swiss Franc is strengthening further against the #Euro. The last resistance of EUR/CHF has broken down after having been tested [--] times since september [----]. $EURCHF #Euro #Swissfranc #Francsuisse" [X Link](https://x.com/anyuser/status/1740342209084526796) 2023-12-28T12:01Z [--] followers, [---] engagements "@economics UK real propert prices are below their long-term trend (suggesting more affordability) than in the recent past but are below their moving average (suggesting a negative tendency). 1/2 #Housing #realestate #UK ---- Source:" [X Link](https://x.com/Wealthier_/status/1740999680476004812) 2023-12-30T07:34Z [---] followers, [--] engagements "@economics Also given its negative correlation with long-term interest rates the main risk seems to be a new waive of inflation driving yields up again when the current economic slowdown has passed. 2/2" [X Link](https://x.com/anyuser/status/1741001224508559660) 2023-12-30T07:40Z [--] followers, [--] engagements "#Coal once adjusted for inflation seems to be currently at a reasonable valuation level Value investor might be interested in coal miners at such levels knowing that they overall trade at very low multiples (especially in Asia despite strong balance sheet for some of them)" [X Link](https://x.com/Wealthier_/status/1746482706353955208) 2024-01-14T10:41Z [---] followers, [--] engagements "I often hear that the #dollar is currently cheap as it lost roughly 10% since its [----] pic. This is a recency bias and a short-term view as the dollar is still overvalued (based on purchasing power parity). Taking the $DXY as an example a 30% downside seems possible. #USD" [X Link](https://x.com/Wealthier_/status/1746485061971485091) 2024-01-14T10:51Z [---] followers, [--] engagements "Purchasing Power Parity The British Pound remains highly undervalued against the US Dollar. $GBPUSD $DXY" [X Link](https://x.com/Wealthier_/status/1747114425675379012) 2024-01-16T04:31Z [---] followers, [--] engagements "Is the #NASDAQ100 back to the 2000's $NDX once adjusted for money supply is on the road to its previous DotCom Bubble level" [X Link](https://x.com/Wealthier_/status/1747119855931932825) 2024-01-16T04:53Z [---] followers, [---] engagements "Recessions usually occure within [--] months after the yield curve uninverts. We still seem to be in a "wait and see" situation" [X Link](https://x.com/Wealthier_/status/1749649541832290310) 2024-01-23T04:25Z [---] followers, [--] engagements "Underweight #Gold - Overweight #Oil The oil-to-gold ratio suggests that oil is highly undervalued against gold. This doesn't mean that gold will go down oil simply has a higher upside potential. #OOTT $GDXJ $GDX $XOP $XOM" [X Link](https://x.com/Wealthier_/status/1752427119039156450) 2024-01-30T20:22Z [---] followers, [---] engagements "The #SP500 adjusted for money supply is now above all its previous pic levels except the 2000's one. $SPX" [X Link](https://x.com/ValueSeeker_/status/1752914504457851131) 2024-02-01T04:39Z [---] followers, [---] engagements "Kazatomprom $KAP retesting its resistance after last month's false breakout. - Monthly momentum still positive - Not overbought yet based on RSI #Uranium $URNM $URA" [X Link](https://x.com/Wealthier_/status/1753281758978585086) 2024-02-02T04:58Z [---] followers, [---] engagements "@JavierBlas This happens at a time when oil is still cheap once adjusted for money supply or compared to gold as below. Wait until it wakes up" [X Link](https://x.com/Wealthier_/status/1754053941870915694) 2024-02-04T08:07Z [---] followers, [--] engagements "What if UK property prices followed the 1970-2000 price trend before abnormally low interest rates become the new normal Well they would be 30% lower" [X Link](https://x.com/Wealthier_/status/1754742511136907271) 2024-02-06T05:43Z [---] followers, [--] engagements "#Oil is consolidating around its former long-term resistance broken [--] years ago after a correction from the highs of [----]. Happy to accumulate oil producer stocks at such levels given their cheapness and long-term potential. #OOTT" [X Link](https://x.com/Wealthier_/status/1755831743871938641) 2024-02-09T05:51Z [---] followers, [---] engagements "Is #Ethereum about to make an exponential move The positive momentum previously mentionned seems to be at its beginning. Don't forget that the last bull market lasted [--] months while $ETH's price was multiplied by [--]. #Ethereum in a rather bullish setup. $ETH https://t.co/hUidRx0vqO #Ethereum in a rather bullish setup. $ETH https://t.co/hUidRx0vqO" [X Link](https://x.com/Wealthier_/status/1757148467493822643) 2024-02-12T21:03Z [---] followers, [---] engagements "@elerianm The market priced optimism" [X Link](https://x.com/Wealthier_/status/1757498137973817637) 2024-02-13T20:13Z [---] followers, [---] engagements "#Oil remains cheap compared to #gold as the below Oil-to-Gold ratio shows. Also oil (measured in gold) seems to be consolidating while its momentum is close to turning positive. #OOTT $XOM $XOP" [X Link](https://x.com/Wealthier_/status/1757640964015845733) 2024-02-14T05:40Z [---] followers, [---] engagements "Hong Kong's stock market has been suffering for years with a Shiller P/E getting closer to its previous all time low. Companies with low P/Es high growth rates and high dividend yields are not rare in this region. Stock pickers could take advantage of it. $HSI #HongKong" [X Link](https://x.com/Wealthier_/status/1760542712330101202) 2024-02-22T05:51Z [---] followers, [---] engagements "Oil which has retraced after its [----] breakout seems to be consolidating its base while its momentum seems to be about to turn positive again. Not sure that this opportunity to buy oil producers at cheap valuations would persist for years. #OOTT $XOM" [X Link](https://x.com/Wealthier_/status/1761991641215242399) 2024-02-26T05:48Z [---] followers, [---] engagements "It did not take long for #Solana to breakout. $SOL #crypto Will #Solana break out If it does the movement can be quite violent. https://t.co/tPbFeKhtlP Will #Solana break out If it does the movement can be quite violent. https://t.co/tPbFeKhtlP" [X Link](https://x.com/Wealthier_/status/1763073056648413347) 2024-02-29T05:25Z [---] followers, [--] engagements "#NASDAQ100 adjusted for M2 Most passive #ETF would bring you exposure mega-caps with high multiples. If you're not comfortable with it then picking stocks would allow you to get the factors you want for your portfolio whether it is size low multiples dividend high ROIC" [X Link](https://x.com/Wealthier_/status/1763820953803342331) 2024-03-02T06:57Z [---] followers, [---] engagements "The convention pushing to measure #Gold in USD has hidden the fact that for most investors around the world (who measure their returns in EUR GBP CNY JPY.) gold has been in a bull market for years and has played his role of store of value. 1/2" [X Link](https://x.com/Wealthier_/status/1764347239051231446) 2024-03-03T17:48Z [---] followers, [---] engagements "Indeed gold (which performed well against many currencies) is measured relative to the US Dollar which also did well against other currencies. Now do you think that the USD could stay in a bull market I don't personaly given its expensiveness. 2/2 The convention pushing to measure #Gold in USD has hidden the fact that for most investors around the world (who measure their returns in EUR GBP CNY JPY.) gold has been in a bull market for years and has played his role of store of value. 1/2 https://t.co/wrphVhGnpY The convention pushing to measure #Gold in USD has hidden the fact that for most" [X Link](https://x.com/Wealthier_/status/1764348358771028246) 2024-03-03T17:53Z [---] followers, [--] engagements "While #inflation has decreased since [----] a consolidation (or stagnation) around 3% has been at play for several months now. This could be the early sign of a reversal. Despite not certain a scenario similar to the 70's (several waives of inflation) cannot be excluded. #CPI" [X Link](https://x.com/Wealthier_/status/1764527904610742537) 2024-03-04T05:46Z [---] followers, [---] engagements "@PeterSchiff @bm6894 Not to mention inflation's cyclical moves. While #inflation has decreased since [----] a consolidation (or stagnation) around 3% has been at play for several months now. This could be the early sign of a reversal. Despite not certain a scenario similar to the 70's (several waives of inflation) cannot be excluded. #CPI https://t.co/saDlIiU1DY While #inflation has decreased since [----] a consolidation (or stagnation) around 3% has been at play for several months now. This could be the early sign of a reversal. Despite not certain a scenario similar to the 70's (several waives" [X Link](https://x.com/Wealthier_/status/1764745040260202643) 2024-03-04T20:09Z [---] followers, [--] engagements "Among #Smallcap Value stocks can be found companies with excellent fundamentals & potential. $PXT (in red) has a 10-year ROIC of 19% despite oil having been beaten down during this period sign of a good management. It has totally eclipsed other majors. Current P/E: [--] #OOTT" [X Link](https://x.com/ValueSeeker_/status/1764889129374937501) 2024-03-05T05:42Z [---] followers, [---] engagements "Once adjusted for money supply we notice that #gold's 2011's pic (in disinflationary times) would now be equivalent to $4'193 while its 1980's pic (at the end of an inflationary period) would now be equivalent to an astonishing $12'220. $GDX $GDXJ $JAG" [X Link](https://x.com/Wealthier_/status/1765840735553605882) 2024-03-07T20:43Z [---] followers, [---] engagements "Once adjusted for money supply we notice that #oil's 2008's pic (in disinflationary times) would now be equivalent to $376 while its 1980's pic (at the end of an inflationary period) would now be equivalent to an impressive $544. Rather promising for oil producers. #OOTT" [X Link](https://x.com/ValueSeeker_/status/1765842282144559439) 2024-03-07T20:49Z [---] followers, [---] engagements "$DXY is still in on a cycle high. Its good relative perfomance relative to other currencies has hidden the gold bull market which never stopped since [----] (look at #gold price in EUR GBP JPY). #Dollar shoud now underperform bringing investor attention to gold and miners" [X Link](https://x.com/Wealthier_/status/1765975323580010681) 2024-03-08T05:38Z [---] followers, [---] engagements "Copper-to-Gold ratio: Negative momentum for #copper against #gold. This is probably too early to increase exposure to copper miners. I would wait a further 20-25% drop (at roughly [--] standard deviation below the long-term trend) before doing so. $COPX $CEBS $GDX $GDXJ $GLD" [X Link](https://x.com/ValueSeeker_/status/1767061809985462273) 2024-03-11T05:35Z [----] followers, [---] engagements "#Oil's monthly momentum seems ready to turn positive again. If it does given its undervaluation compared to gold or money supply the upside could be important. If it does I would increase my exposure to oil stocks which are still cheap. #OOTT #Oil remains cheap compared to #gold as the below Oil-to-Gold ratio shows. Also oil (measured in gold) seems to be consolidating while its momentum is close to turning positive. #OOTT $XOM $XOP https://t.co/0nUzzNpt9T #Oil remains cheap compared to #gold as the below Oil-to-Gold ratio shows. Also oil (measured in gold) seems to be consolidating while its" [X Link](https://x.com/Wealthier_/status/1768151930268762479) 2024-03-14T05:47Z [---] followers, [---] engagements "#Oil chart looks quite bullish. Its momentum seems about to turn positive. This month's DCA will be used to increase my exposure to oil producers: smallcap value stocks with high ROI can still be found in this sector. #OOTT $XOP $XOM" [X Link](https://x.com/Wealthier_/status/1769291298257690659) 2024-03-17T09:14Z [---] followers, [---] engagements "How high could #gold go Adjusted for money supply the yellow metal's last top in disinflationary times was close to $4'200 (in 2011) while in inflationary times its last top would be now equivalent to $12'220. $GDX $GLD $GDXJ $XAUUSD" [X Link](https://x.com/ValueSeeker_/status/1769297809331700131) 2024-03-17T09:40Z [---] followers, [---] engagements "#Solana $200 after a 10% run on Sunday. $SOL #Solana up almost 9% during the day benefits from a very strong momentum. $SOL https://t.co/NahON7Sl6m https://t.co/iTssK2V9Br #Solana up almost 9% during the day benefits from a very strong momentum. $SOL https://t.co/NahON7Sl6m https://t.co/iTssK2V9Br" [X Link](https://x.com/Wealthier_/status/1769592664066764969) 2024-03-18T05:12Z [---] followers, [---] engagements "Adjusted for money supply the #Nasdaq100 is now close the Dot Com bubble level. While I'm not long the index I know that overvalued doesn't mean that it will for sure go down tomorrow. So no short for me. $NDX #nasdaq $QQQ" [X Link](https://x.com/Wealthier_/status/1772008878999282171) 2024-03-24T21:13Z [---] followers, [---] engagements "#Uranium (adjusted for money supply growth): - Clean re-test of its long-term support - Still 80% below its prior peak $URA $URNM $URNJ" [X Link](https://x.com/Wealthier_/status/1774454060038426723) 2024-03-31T15:09Z [---] followers, [---] engagements "#Oil (adjusted for money supply growth): - Is in the low of its long-term range - The 2008's peak would be now equivalent to roughly $377 - The 1980's peak would be now equivalent to roughly $550 - Monthly MACD about to turn positive #OOTT" [X Link](https://x.com/ValueSeeker_/status/1774455911983067442) 2024-03-31T15:17Z [---] followers, [---] engagements "While the momentum for precious metals is strong how expensive are they now #Gold once adjusted for money suppy seems cheap relative to its former peaks now equivalent to $4'251 (disinflationary period - 2008) and $12'220 (inflationary period - 1980)" [X Link](https://x.com/Wealthier_/status/1775378086709604813) 2024-04-03T04:21Z [---] followers, [---] engagements "The monthly momentum of #oil (adjusted for money supply) has now turned positive. A breakout of the resistance at around $108 would be a major signal. Given the current value of the most recent peaks oil still seems to have a large upside potential. #OOTT" [X Link](https://x.com/ValueSeeker_/status/1776107219026616676) 2024-04-05T04:38Z [---] followers, [---] engagements "@KatusaResearch Below are nominal returns in current $ (adjusted for money supply). The 2008's peak would now be equivalent to 115$ while the 1980's looks absolutely insane (partially due to a massive short squeeze). Where are we in the #Silver bull market Well looking at silver adjusted for M2 it is still at its premises. https://t.co/Wh36HHPJhu https://twitter.com/Wealthier_/status/1777184281552425231 Where are we in the #Silver bull market Well looking at silver adjusted for M2 it is still at its premises. https://t.co/Wh36HHPJhu https://twitter.com/Wealthier_/status/1777184281552425231" [X Link](https://x.com/Wealthier_/status/1777188592625778809) 2024-04-08T04:15Z [---] followers, [--] engagements "#Nasdaq [---] adjusted for money supply: After such a vertical move and at current level the #Nasdaq100 offers an incredibly poor risk-return trade-off. The catalyst for a fall if it happens (nothing is certain) could be an inflation print warmer than expected. $NDX" [X Link](https://x.com/ValueSeeker_/status/1777733753269366886) 2024-04-09T16:22Z [---] followers, [---] engagements "80% of small caps in my portfolio why 1) Higher long-term return than large caps 2) The small cap market is less efficient: stocks with crazy fundamentals can be found For example $PXT (P/E of [--] 5-year ROIC of 30%) compared to large caps oil producers ( $XLE taken as proxy)" [X Link](https://x.com/ValueSeeker_/status/1778294236179300481) 2024-04-11T05:29Z [---] followers, [---] engagements "Looking at #silver price adjusted for money supply the next major resistance seems to be around $33.5. Silver failed to break it several times in the 90's but also in [----] and [----]. Its two last breakouts were during the last bull market. It's definitely a level to watch" [X Link](https://x.com/ValueSeeker_/status/1779501141480354233) 2024-04-14T13:25Z [---] followers, [---] engagements "#Coal adjusted for money supply has restested its support while its monthly momentum is about to turn positive. In the meantime coal miners are still very cheap especially in #Indonesia where small-cap value stocks with high ROI can still be found" [X Link](https://x.com/ValueSeeker_/status/1779946929780338700) 2024-04-15T18:56Z [---] followers, [--] engagements "#Gold is still far away from its previous peak and incredibly far away from the last inflationary cycle's top (once adjusted for money supply)" [X Link](https://x.com/Wealthier_/status/1780822716347498529) 2024-04-18T04:56Z [---] followers, [--] engagements "The #NASDAQ100 (adjusted for money supply) is heading to the downside while being very close from its 2000's peak. The odds are not in bulls' side especially if inflation begins to pick up again due to an up trend in commodities. $NDX" [X Link](https://x.com/Wealthier_/status/1780825578213384535) 2024-04-18T05:07Z [---] followers, [---] engagements "@TheLastDegree Same set-up for Alien Metals $UFO" [X Link](https://x.com/Wealthier_/status/1781527068376801300) 2024-04-20T03:35Z [---] followers, [---] engagements "@KingKong9888 And it happens at time when the USD is already overvalued against most foreign currencies based on Purchasing Power Parity. (Data source: OECD Google Finance / Analysis: Mine)" [X Link](https://x.com/Wealthier_/status/1782052286488846734) 2024-04-21T14:22Z [---] followers, [---] engagements "Rarely has the Canadian Dollar been so cheap relative to the US Dollar (when measured in Purchasing Power Parity)" [X Link](https://x.com/Wealthier_/status/1782994589546078353) 2024-04-24T04:46Z [---] followers, [--] engagements "#Copper (adjusted for money supply): - Still in the low of its long-term range - Close to breaking its 6-year old resistance - Positive momentum" [X Link](https://x.com/ValueSeeker_/status/1783360403747025102) 2024-04-25T05:00Z [---] followers, [---] engagements "@DowGoldEquals1 Relative to gold it looks like a possible six bagger. Relative to cash if the gold bull market continues (my base case) then it could be far higher. https://twitter.com/Wealthier_/status/1784118133533311362 Miners-to-Gold ratio: - Triple bottom realised on a 9-year old resistance - Last top (relative to gold) [--] times higher than today's level $HUI $GDX $GDXJ #Gold $JAG https://t.co/aZDBszqXsK https://twitter.com/Wealthier_/status/1784118133533311362 Miners-to-Gold ratio: - Triple bottom realised on a 9-year old resistance - Last top (relative to gold) [--] times higher than" [X Link](https://x.com/Wealthier_/status/1784118981084774753) 2024-04-27T07:14Z [---] followers, [--] engagements "#Copper adjusted for money supply is currently testing an important resistancce while its momentum is already positive. The DCA of this month and the next one will be dedicated to accumulating stocks of a copper miner already identified (5-year ROIC of 15% PE of 11.6)" [X Link](https://x.com/ValueSeeker_/status/1784799381801054348) 2024-04-29T04:18Z [---] followers, [---] engagements "$SPX adjusted for money supply: Would you buy the index at this level I prefer picking specific stocks with good fundamentals (low PE high ROIC and ideally small size) in cheap countries and/or sectors having a good development potential. #commodities #Asia #smallcap" [X Link](https://x.com/ValueSeeker_/status/1786256867607327208) 2024-05-03T04:49Z [---] followers, [----] engagements "M2-adjusted #Gold: Important breakout of the resistance lasting since May [----]. Adjusted for money supply growth the previous peak now is equivalent to $4'180 and $12'200 fror the 1980's one (in today's dollars). $GLD $GDX $GDXJ" [X Link](https://x.com/ValueSeeker_/status/1788827556604510434) 2024-05-10T07:04Z [---] followers, [---] engagements "First time since [----] that $UFO's (Alien Metals) monthly momentum is positive. (Log scale below)" [X Link](https://x.com/ValueSeeker_/status/1791197511870558263) 2024-05-16T20:02Z [---] followers, [---] engagements "#Silver $30 The main resistance remains nonetheless at $34 as one can see in the below chart of silver adjusted for money supply" [X Link](https://x.com/ValueSeeker_/status/1791453999037649255) 2024-05-17T13:01Z [---] followers, [---] engagements "#Gold reached $2'400 Once adjusted for money supply it remains far from its last peaks (inflationary period: $12k / disinflationary period: $4k) It also broke a resistance lasting since [----] as well as its 15-year moving average (not done since 2006) $xauusd $GLD $GDX $GDXJ" [X Link](https://x.com/ValueSeeker_/status/1791480050220458446) 2024-05-17T14:45Z [---] followers, [--] engagements "$URA inflation adjusted is still 75% below its prior peak. #Uranium" [X Link](https://x.com/Wealthier_/status/1792066538410762708) 2024-05-19T05:35Z [---] followers, [----] engagements "#Platinum adjusted for money supply The most undervalued precious metal is currently trying to break its 5-year moving average while being at a generational low The risk-return trade-off looks quite appealing" [X Link](https://x.com/Wealthier_/status/1793137650217492527) 2024-05-22T04:31Z [---] followers, [--] engagements "#Silver (adjusted for money supply): - Getting closer to a key level at $34 where it failed to break out in [----] and [----] - Positive monthly momentum - 2011's peak equivalent to $115 today $XAGUSD $SIL $SILJ $SVL $SLV" [X Link](https://x.com/ValueSeeker_/status/1795312010319868346) 2024-05-28T04:31Z [---] followers, [---] engagements "Adjusted for money supply #Copper remains more than 60% below its prior peak" [X Link](https://x.com/ValueSeeker_/status/1795314579947549161) 2024-05-28T04:42Z [---] followers, [---] engagements "Rarely has the Swiss Franc been so undervalued against the US Dollar based on Purchasing Power Parity. $USDCHF #FranceSuisse #SchweizerFranken" [X Link](https://x.com/ValueSeeker_/status/1796036898638516353) 2024-05-30T04:32Z [---] followers, [--] engagements "The Brazilian equity market is now in line with its historical average CAPE (Shiller PE) Ratio after having corrected from its high of 2020/2021. #Brazil" [X Link](https://x.com/Wealthier_/status/1797487411787919644) 2024-06-03T04:36Z [---] followers, [--] engagements "M2-adjusted #Oil: The upside potential is very high but the momentum is not here yet. #OOTT $XOM" [X Link](https://x.com/Wealthier_/status/1797490250505470084) 2024-06-03T04:47Z [---] followers, [---] engagements "The #Euro seems to have resumed its downward trend against the #Swiss Franc. #FrancSuisse" [X Link](https://x.com/ValueSeeker_/status/1801322924927766831) 2024-06-13T18:37Z [---] followers, [--] engagements "#Copper adusted for money supply: For now it failed to break its 9-year old resistance" [X Link](https://x.com/ValueSeeker_/status/1802566504212320547) 2024-06-17T04:58Z [---] followers, [---] engagements "The spread between BB (highest quality among Junk) bonds and BBB (lowest quality among Investment Grade) bonds tends to bottom when the current market cycle comes to an end. At current levels it suggests that a more cautious stance may be appropriate. #Bond #Recession" [X Link](https://x.com/ValueSeeker_/status/1805100630169592284) 2024-06-24T04:48Z [---] followers, [---] engagements "Who said small caps are riskier than large ones Parex Resources Inc - $PXT: - 3-year ROIC: 33% - 10-year ROIC: 22% - PE ratio: [--] Only short-term negative aspect: The negative monthly momentum. (Black line below: Exxon Mobile Corporation $XOM) #OOTT #SmallCap #SmallCapValue" [X Link](https://x.com/ValueSeeker_/status/1807324652840051099) 2024-06-30T08:05Z [---] followers, [---] engagements "After having peaked in [----] #timber is now back to earth. Investors should nonetheless pay attention to it. This chart (Timber and wood products inflation adj.) shows that it has historically beaten inflation (otherwise the trendline would be flat) and is currently cheap. 1/2" [X Link](https://x.com/ValueSeeker_/status/1807333857856811340) 2024-06-30T08:42Z [---] followers, [---] engagements "It seems to be an interesting inflation hedge with a good appreciation potential. There are many way to play it but I'd prefer buying wood producers stocks REITs producing wood or a specilised ETF such as $WOOD (PE of [----] currently) 2/2 https://x.com/ValueSeeker_/status/1807333857856811340 After having peaked in [----] #timber is now back to earth. Investors should nonetheless pay attention to it. This chart (Timber and wood products inflation adj.) shows that it has historically beaten inflation (otherwise the trendline would be flat) and is currently cheap. 1/2 https://t.co/I2cFCoGHFs" [X Link](https://x.com/ValueSeeker_/status/1807335012255027362) 2024-06-30T08:47Z [---] followers, [--] engagements "#Copper (adjusted for money supply) failed to break its long-term resistance. This could soon give the opportunity to accumulate miners at a cheaper price" [X Link](https://x.com/ValueSeeker_/status/1807995565050917156) 2024-07-02T04:31Z [---] followers, [---] engagements "The Swiss Franc has rarely been so undervalued against the US Dollar based on Purchasing Power Parity. $USDCHF" [X Link](https://x.com/ValueSeeker_/status/1809839047952461940) 2024-07-07T06:37Z [---] followers, [---] engagements "#Gold (adjusted for Money Supply) has finally broken a 10-year old resistance after two failed attempts in [----] and [----]. Now remains to see if we close the month above it" [X Link](https://x.com/ValueSeeker_/status/1809844331815047475) 2024-07-07T06:58Z [---] followers, [--] engagements "@auster_felix I think so too and their high debt is mainly internal (more than half held by the BOJ alone) so I'm not really worried about it. I wouldn't buy bonds nonetheless but the local stock market has some good companies trading at attractive valuations" [X Link](https://x.com/ValueSeeker_/status/1809845348195578241) 2024-07-07T07:02Z [---] followers, [--] engagements "M2-adjusted oil prices The 2008's peak would be now equivalent to $395. Prior to reaching this point #oil had no clear direction (red square below) and formed a head-and-shoulders like today. Will history reapeat itself Not sure but the current setup is encouraging. #OOTT" [X Link](https://x.com/ValueSeeker_/status/1810172202966216920) 2024-07-08T04:40Z [---] followers, [---] engagements "#Gold adjusted for money supply: - Broke its 9-year old resistance - Has a positive monthly momentum - In today's dollars the previous peak would now be equivalent to $4'181. $GDXJ $GLD" [X Link](https://x.com/ValueSeeker_/status/1811392813621293538) 2024-07-11T13:31Z [---] followers, [---] engagements "This suggests that we are more likely to see the Dollar depreciating over the medium-term especially given its considering its expensiveness based on Purchasing Power Parity against most other currencies. 2/n https://x.com/ValueSeeker_/status/1811624846746644604 The highest negative correlation #gold has is not with real rates but with the #dollar. When the reserve currency doesn't play its role anymore gold takes over as reserve of value. The Dollar Index is currently trading at more than [--] standard deviation above its trend. 1/N https://t.co/n9ZdT9AgIL" [X Link](https://x.com/ValueSeeker_/status/1811626082694520933) 2024-07-12T04:58Z [---] followers, [---] engagements "Below is the price of gold adjiusted for money supply (currently well below previous peaks) and the inverted Dollar Index. The negative correlation is obvious. This should be positive for gold over the medium term and negative for the US Dollar. 3/n https://x.com/ValueSeeker_/status/1811626082694520933 This suggests that we are more likely to see the Dollar depreciating over the medium-term especially given its considering its expensiveness based on Purchasing Power Parity against most other currencies. 2/n https://t.co/sEs0A1XKqs https://t.co/cXRL6PfVaJ" [X Link](https://x.com/ValueSeeker_/status/1811628273266258082) 2024-07-12T05:06Z [---] followers, [---] engagements "Based on purchasing power parity the #Euro is way cheaper than the USD. However given the political uncertainty within the EU and the willingness of its bureaucrats to limit innovation through countless regulations I would prefer to play European currencies outside of the EU" [X Link](https://x.com/ValueSeeker_/status/1812129914444787863) 2024-07-13T14:20Z [---] followers, [---] engagements ".one big advantage at owning your place of residence (and having paid out any mortgage) for people living exclusively on the return of their assets (such as FIRE people) is that your monthly cash needs will be limited to house repair and local taxes in most cases. 2/n" [X Link](https://x.com/ValueSeeker_/status/1812151231139176482) 2024-07-13T15:44Z [---] followers, [--] engagements "Let's compare [--] situations: 1) A FIRE person not owning his house and paying a total of $24k per year for rent and associated tax/expenses. Assuming that this person can generate a relatively sure cash flow of 2% (REAL) via a short duration bond allocation. 3/n" [X Link](https://x.com/ValueSeeker_/status/1812153671003611269) 2024-07-13T15:54Z [---] followers, [--] engagements "@Mayhem4Markets @theMacroVisors @TraderadeTweets Gold's main drivers are money supply (positively correlated) and the US Dollar (negatively correlated). Real rates do not need to go in negative territory for gold to appreciate. https://x.com/ValueSeeker_/status/1811628273266258082t=acn5IwXGVbVioWQG89FebA&s=19 Below is the price of gold adjiusted for money supply (currently well below previous peaks) and the inverted Dollar Index. The negative correlation is obvious. This should be positive for gold over the medium term and negative for the US Dollar. 3/n https://t.co/EmBEL20yUi" [X Link](https://x.com/ValueSeeker_/status/1812472815552999876) 2024-07-14T13:02Z [---] followers, [--] engagements "@hajiyev_rashad @bm6894 The $34 level is the next main resistance to watch for as shown below by the below #silver price adjusted for money supply growth. Once broken the $55 level is likely the next stop" [X Link](https://x.com/ValueSeeker_/status/1812476428568392007) 2024-07-14T13:17Z [---] followers, [--] engagements "@chigrl @dlacalle_IA At a time when #copper remains very cheap once adjusted for money supply. The awakening may be brutal" [X Link](https://x.com/ValueSeeker_/status/1812906870585127253) 2024-07-15T17:47Z [---] followers, [----] engagements "@TaviCosta Judging by the below copper prices (adjusted for money supply) the next main resistance seems to be at around [---]. This resistance has lastest since [----] and has been tested several times unsuccessfully so far" [X Link](https://x.com/ValueSeeker_/status/1813066212500267463) 2024-07-16T04:20Z [---] followers, [---] engagements "We need to look at scarce asset prices not in nominal terms but adjusted for money supply. You can print dollar but not commodities especially #gold. Adjusted for money supply gold has broken a 10-year old resistance while its previous peak would be equivalent to $4'200" [X Link](https://x.com/ValueSeeker_/status/1813270214601035914) 2024-07-16T17:51Z [---] followers, [---] engagements "The Canadian Dollar has rarely been so undervalued against the US Dollar based on Purchasing Power Parity. $USDCAD $DXY" [X Link](https://x.com/ValueSeeker_/status/1813426519651353075) 2024-07-17T04:12Z [---] followers, [---] engagements "@GameofTrades_ Gold has a higher (negative) correlation with the US Dollar than with real interest rates. When the reserve currency does play its role of store of value gold takes over. The $USD is quite expensive currency (based in PPP) thus likely to depreciate https://x.com/ValueSeeker_/status/1811628273266258082t=JEAMgmKWn7zmAil-Fh2v_A&s=19 Below is the price of gold adjiusted for money supply (currently well below previous peaks) and the inverted Dollar Index. The negative correlation is obvious. This should be positive for gold over the medium term and negative for the US Dollar. 3/n" [X Link](https://x.com/ValueSeeker_/status/1813594022252102070) 2024-07-17T15:18Z [---] followers, [--] engagements "The Nasdaq [---] adjusted for M2 is close to its DotCom Bubble top questioning the durability of this bull market. Interesting fact the #Nasdaq100 grew [--] time more rapidly than money supply since [----]. I am personally not exposed to it. $NDX" [X Link](https://x.com/ValueSeeker_/status/1813789869354975464) 2024-07-18T04:16Z [---] followers, [---] engagements "@rezabushkay Basically I don't try to predict. It can always happen and I can't know it in advance. I simply build a portfolio trying to maximize the expect return knowing that some investments may not perform well while winners would more than compensate losses from losers" [X Link](https://x.com/ValueSeeker_/status/1813897454238228973) 2024-07-18T11:23Z [---] followers, [--] engagements "@rezabushkay So I buy assets that trade at low multiples (cheap) with high ROIC (good use of generated cash) in a positive momentum (to avoid falling knives) and ideally in depressed sectors or currencies (with a high likelihood of reverting to the upside to the historical mean)" [X Link](https://x.com/ValueSeeker_/status/1813898533852102860) 2024-07-18T11:28Z [---] followers, [--] engagements "The #Nasdaq100 (adjusted for money supply) has reached last month the same level at which it reversed in [----]. This month after an initial up leg the $NDX reversed its path staying at this critical level. The risk-return trade off isn't really appealing here. $QQQ #Nasdaq" [X Link](https://x.com/ValueSeeker_/status/1814265946048979176) 2024-07-19T11:48Z [---] followers, [---] engagements "#Copper is heading to the downside against #silver The momentum is in favor of precious metals over industrial ones. This isn't necessarily bad if you invest in both as you might soon be able to rebalance taking profits in precious metals producers to buy cheap copper ones" [X Link](https://x.com/ValueSeeker_/status/1814546228618690766) 2024-07-20T06:21Z [---] followers, [---] engagements "$URA inflation adjusted is still consolidating along its long-term support (previously a resistance) after its earlier breakout 79% below its prior peak. #Uranium #yellowcake" [X Link](https://x.com/ValueSeeker_/status/1814547848312111478) 2024-07-20T06:28Z [---] followers, [---] engagements "#Platinum remains the cheapest precious metal. Once adjusted for money supply we can see that it is still consolidating along its support at depressed levels. If it goes back below $900 I would likely buy $SLP (if its price did drop enough too)" [X Link](https://x.com/ValueSeeker_/status/1814552024823816225) 2024-07-20T06:44Z [----] followers, [---] engagements "Many cryptos seems to be close to resume their up leg stopped in March due to the ongoing consolidation. I'd look closely when the weekly MACD turns positive again. $BTC $BTCUSD #Bitcoin" [X Link](https://x.com/ValueSeeker_/status/1814597953559884279) 2024-07-20T09:47Z [---] followers, [---] engagements "#Copper adjusted for money supply failed to break its 9-year old resistance out. On the other hand I would use this opportunity to increase my exposure to copper producers at around $3.50 (a good entry point)" [X Link](https://x.com/ValueSeeker_/status/1814909259693326715) 2024-07-21T06:24Z [---] followers, [---] engagements "The US #Dollar has peaked [--] years ago and is now consolidating at more than [--] standard deviation above its long-term trend. Being also very expensive against most other currencies once measure based on Purchasing Power Parity I would not certainly not got long $USD. $DXY" [X Link](https://x.com/ValueSeeker_/status/1815242759357264281) 2024-07-22T04:29Z [---] followers, [---] engagements "Is it still time to enter the Indian stock market Well the current Shiller P/E (at almost 40) suggests that the risk-return trade off is not in investors' favor. I would not buy an Indian index at this level. #India $NDIA $INDA" [X Link](https://x.com/ValueSeeker_/status/1815844120327561693) 2024-07-23T20:19Z [----] followers, [---] engagements "Passive investors being uncomfortable with the #SP500's P/E of [----] could turn to small cap value which historically had a better performance (14% over the long-term) with a P/E of only [----]. Even in the recent period of large cap's high performance $VBR did better than $SPX" [X Link](https://x.com/ValueSeeker_/status/1815974149799473166) 2024-07-24T04:55Z [----] followers, [---] engagements "Risk off: The Copper-to-Gold ratio is breaking its support. It's not time to swith from #gold to #copper. However we could soon see good entry points to acquire copper producers. Only then will be time to rebalance. $GDX $CEBS https://x.com/ValueSeeker_/status/1814543902566662151 Copper-to-Gold Ratio #copper continues its downside move against #Gold along its long-term support. The momentum is currently in favor of gold over copper as investors are in risk off mode. https://t.co/nrq0RAZG9K https://x.com/ValueSeeker_/status/1814543902566662151 Copper-to-Gold Ratio #copper continues its" [X Link](https://x.com/ValueSeeker_/status/1816159478187769940) 2024-07-24T17:12Z [----] followers, [---] engagements "The #Nasdaq100 has lost 3% today As mentionned in a preivous tweet once adjusted for money supply we see that the index has recently reached a critical level at which it began to fall in [----] offering a poor risk-return trade off $NDX $QQQ #Nasdaq https://x.com/ValueSeeker_/status/1814265946048979176 The #Nasdaq100 (adjusted for money supply) has reached last month the same level at which it reversed in [----]. This month after an initial up leg the $NDX reversed its path staying at this critical level. The risk-return trade off isn't really appealing here. $QQQ #Nasdaq https://t.co/i7HaURI6Yj" [X Link](https://x.com/ValueSeeker_/status/1816161947487744477) 2024-07-24T17:22Z [---] followers, [---] engagements "@PipCzar Adjusted for money supply copper remains very cheap but is also likely to become cheaper over the short-term. I'd add some copper miner when it reaches $3.75 and doesn't break the resistance" [X Link](https://x.com/ValueSeeker_/status/1816164557976400381) 2024-07-24T17:32Z [---] followers, [--] engagements "The 10-year minus 2-year yield curve has almost come back in positive territory what has historically coincided with or slightly preceded a recession" [X Link](https://x.com/ValueSeeker_/status/1816331286442659932) 2024-07-25T04:34Z [---] followers, [---] engagements "@AndreasSteno Given its current undervaluation a reversion of the JPY towards its purchasing power parity with the #dollar would imply an appreciation of about 80%" [X Link](https://x.com/ValueSeeker_/status/1816435103699972453) 2024-07-25T11:27Z [---] followers, [---] engagements "@DarioCpx Given its current undervaluation a reversion of the JPY towards its purchasing power parity with the #dollar would imply an appreciation of about 80%" [X Link](https://x.com/ValueSeeker_/status/1816435269014307292) 2024-07-25T11:28Z [---] followers, [---] engagements "Given its current undervaluation a reversion of the Japanese Yen towards its purchasing power parity with the US #dollar would imply an appreciation of about 80%. $USDJPY" [X Link](https://x.com/ValueSeeker_/status/1816435484031144189) 2024-07-25T11:29Z [---] followers, [---] engagements "@elerianm It remains once adjusted for money supply almost at an all time high and bounced at the exact same level as in [----]. https://x.com/ValueSeeker_/status/1814265946048979176 The #Nasdaq100 (adjusted for money supply) has reached last month the same level at which it reversed in [----]. This month after an initial up leg the $NDX reversed its path staying at this critical level. The risk-return trade off isn't really appealing here. $QQQ #Nasdaq https://t.co/i7HaURI6Yj https://x.com/ValueSeeker_/status/1814265946048979176 The #Nasdaq100 (adjusted for money supply) has reached last month" [X Link](https://x.com/ValueSeeker_/status/1816491583287480738) 2024-07-25T15:11Z [---] followers, [--] engagements "@business With the #Dollar being already overvalued compared to most currencies and the Donald willing to help domestic companies with a weaker dollar it's clearly not the central scenario. https://x.com/ValueSeeker_/status/1816435484031144189t=8V1lKyWKwAyyIKS70GKLOw&s=19 Given its current undervaluation a reversion of the Japanese Yen towards its purchasing power parity with the US #dollar would imply an appreciation of about 80%. $USDJPY https://t.co/ataIu0qYrP https://x.com/ValueSeeker_/status/1816435484031144189t=8V1lKyWKwAyyIKS70GKLOw&s=19 Given its current undervaluation a reversion of" [X Link](https://x.com/ValueSeeker_/status/1816560194236875210) 2024-07-25T19:44Z [---] followers, [--] engagements "@jamesgeoecon They did and are still still at a low level once adjusted for money supply. Below is #oil adjusted for M2" [X Link](https://x.com/ValueSeeker_/status/1817776459127066901) 2024-07-29T04:17Z [---] followers, [--] engagements "On this Swiss national day the #Swiss Franc is up 0.84% against the #Euro following its long-term appreciation trend. #Suisse #Switzerland" [X Link](https://x.com/ValueSeeker_/status/1819047135960015279) 2024-08-01T16:26Z [---] followers, [---] engagements "@questCNN @Allianz @elerianm The base case scenario: = Lower rates leading to a lower dollar currently overvalued against most currencies. = Gold Emerging Markets US exporters being the most likely beneficiaries" [X Link](https://x.com/ValueSeeker_/status/1819058968267719083) 2024-08-01T17:13Z [---] followers, [--] engagements "@runews Today's winner seems to be the Swiss Franc. https://x.com/ValueSeeker_/status/1819047135960015279t=iO8sIOFg38pdTvLuHNERIg&s=19 On this Swiss national day the #Swiss Franc is up 0.84% against the #Euro following its long-term appreciation trend. #Suisse #Switzerland https://t.co/k2t4wx3CCR https://x.com/ValueSeeker_/status/1819047135960015279t=iO8sIOFg38pdTvLuHNERIg&s=19 On this Swiss national day the #Swiss Franc is up 0.84% against the #Euro following its long-term appreciation trend. #Suisse #Switzerland https://t.co/k2t4wx3CCR" [X Link](https://x.com/ValueSeeker_/status/1819070317077135386) 2024-08-01T17:58Z [---] followers, [--] engagements "@IdLibertes @KatusaResearch Nasdaq [---] (M2-adjusted) bouncing at the same level as in [----] recession looming short covering on the Japanese Yen. Clearly risk off. Short-term gold could go down in a sell off but lower rates a lower dollar and more money supply should help it. https://x.com/ValueSeeker_/status/1816435484031144189t=-vWFcHm0a8-jpKP-Jdu3ug&s=19 Given its current undervaluation a reversion of the Japanese Yen towards its purchasing power parity with the US #dollar would imply an appreciation of about 80%. $USDJPY https://t.co/ataIu0qYrP" [X Link](https://x.com/ValueSeeker_/status/1819465843061010537) 2024-08-02T20:10Z [---] followers, [---] engagements "$URA inflation-adjusted has broken a major support and is now heading to the downside. The next main support being 20% below the current price at which level I'd be happy to accumulate more #uranium producers" [X Link](https://x.com/ValueSeeker_/status/1819628187841626281) 2024-08-03T06:55Z [---] followers, [---] engagements "While market uncertainty has peaked up the US #dollar (currently overvalued against many currencies) hasn't played the safeheaven role some expected showing signs of weakness. The $DXY closing a month below $101 would likely signal the beggining of a new USD bear market" [X Link](https://x.com/ValueSeeker_/status/1820320750391148923) 2024-08-05T04:47Z [---] followers, [--] engagements "$USDJPY measured based on Purchasing Power Parity: The Japanese Yen after having reached an all time high undervaluation against the US Dollar seems to have peaked and is now regaining strenght. Despite its recent move its appreciation potential remains large" [X Link](https://x.com/ValueSeeker_/status/1820322193122713804) 2024-08-05T04:53Z [---] followers, [----] engagements "Risk off: The $EURCHF is already donw 78bps below [----] CHF for [--] EUR sign of a flight to quality currencies" [X Link](https://x.com/ValueSeeker_/status/1820325042514801128) 2024-08-05T05:04Z [---] followers, [---] engagements "#Japan's stock market in free fall. Almost -12% today for the Topix index" [X Link](https://x.com/ValueSeeker_/status/1820336286864936968) 2024-08-05T05:49Z [---] followers, [---] engagements "Silver adjusted for money supply has yesterday re-tested successfully (for the second time) its support. No reason for despair here. #Silver" [X Link](https://x.com/ValueSeeker_/status/1820700839205372261) 2024-08-06T05:58Z [---] followers, [----] engagements "@Sian04807069 Avec un P/E de [--] ce serait un no-go pour moi. En l'absence de croissance cela fait un rendement annuel de 3% en terme nominal long-terme. Autant avoir un fonds montaire dans ce cas qui n'impliquera pas de risque de moins-value" [X Link](https://x.com/ValueSeeker_/status/1820780237501657585) 2024-08-06T11:13Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ValueSeeker_ Value SeekerValue Seeker posts on X about money, longterm, silver, level the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance cryptocurrencies #4686 currencies #4305 stocks technology brands countries social networks exchanges #5325 automotive brands travel destinations
Social topic influence money #4640, longterm, silver #2839, level #3043, gold, $sil #4, $gdx, $slp, $silj #7, $gdxj
Top accounts mentioned or mentioned by @tavicosta @barchart @zerohedge @investingcom @elerianm @peterschiff @kobeissiletter @peterlbrandt @economics @thelonginvest @kinesismonetary @northstarcharts @katusaresearch @goldtelegraph @greatmartis @robinjbrooks @mayhem4markets @dariocpx @ft @ronstoeferle
Top assets mentioned Smooth Love Potion (SLP) Exxon Mobil (XOM) SPDR GOLD ETF (GLD) Alibaba Group (BABA) Sigma Lithium Corporation Common Shares (SGML) SPDR S&P [---] ETF Trust (SPY) Litentry (LIT) Slash Vision Labs (SVL) GSCI (GSCI) SPX6900 (SPX) Solana (SOL)
Top posts by engagements in the last [--] hours
"With a P/E ratio of [----] a dividend yield superior to 30% last year and now a clear upside breakout from its consolidation Geo Energy Resources offers a particularely interesting risk/return tradeoff. $oot $coal #dividends #dividendes #value #energy"
X Link 2023-03-30T22:02Z [---] followers, [---] engagements
"$Silver: - 2-year resistance breakout - MACD turning positive for the first time since February [----] (on a monthly basis) - RSI above [--] and its moving average - Low of the Ichimoku cloud retested. $xagusd $xageur $sil $silj $argent #Silverminers #preciousmetals"
X Link 2023-04-01T22:27Z [---] followers, [---] engagements
"Patience pays. After a 2-year (and [--] months) correction $Silver finally broke out together with $Gold. $xagusd $xauusd $xauxag $sil $silj $argent #argent #or"
X Link 2023-04-04T15:53Z [---] followers, [---] engagements
"$SILJ's momentum turning positive on a monthly basis for the first time since [----] after a successful retest of its long term supports. $Silver $xagusd $xageur $xagcny #silver #preciousmetals $SIL"
X Link 2023-04-11T15:01Z [---] followers, [----] engagements
"$UFO Close to a major resitance lasting for more than [--] years. $silver $sil $silj $xagusd $xaggbp $argent"
X Link 2023-04-12T10:25Z [---] followers, [---] engagements
"$Silver attacking a 12-year old resistance. If it succeeds we could see an impressive move on the grey metals and its miners. MACD and RSI also still in favorable territories. $XAGUSD $XAGEUR $SIL $SILJ $SVL $UFO #Silver"
X Link 2023-05-01T13:04Z [---] followers, [---] engagements
"Alien Metals $UFO as many other miners successfully retested its 2-year long resistance after having broken it. A rather positive signal. $SILJ $SIL $SLV $XAGUSD $XAUUSD #Silver"
X Link 2023-05-20T08:34Z [---] followers, [---] engagements
"Positive technical setup for the Swiss France against the Euro. #ichimoku #EURCHF #Suisse #France"
X Link 2023-06-09T15:33Z [----] followers, [--] engagements
"In our latest paper: - How to use purchasing power parity to generate excess return over the long-term - Overvaluation of the US Dollar against the Norwegian Krona the Brazilian Real and the New Zealand Dollar. $USDBRL $USDNOK $USDNZD"
X Link 2023-06-25T20:08Z [---] followers, [--] engagements
"European real estate While real estate prices (adjusted for inflation) have risen since the 70' in Europe great disparities exist between countries: +15% +104% +174% +426% (Prices in local currencies) #realestate #realestate #Europe"
X Link 2023-07-08T09:07Z [---] followers, [---] engagements
"Oil has a persistent relationship with the quantity of money in circulation (M2 here). Once adjusted for M2 growth historical comparisons can easily be made to see whether oil offers upside potential. At current price of $79 #Oil does seem cheap. #OOTT $UKOIL $USOIL $XLE $IEO"
X Link 2023-07-12T05:10Z [----] followers, [---] engagements
"Good day for #Silver after a lower CPI print than expected which might suggest a more dovish monetary policy. The main level to watch here is USD [----] at breaking it would mean leaving a 12-YEAR correction movement. $SIL $SIL $Silver $XAGUSD $XAGEUR"
X Link 2023-07-12T18:40Z [---] followers, [---] engagements
"#Silver might be about to break a 12-year resistance. This would be highly positive for metal and its miners. Also: - Monthly MACD are positive - The ichimoku cloud is in a bullish setup Time will tell $xagusd $SIL $SILJ"
X Link 2023-07-14T04:33Z [---] followers, [---] engagements
"The real #silver bull market still has to begin A breakout above the 12-year resistance (at $26) would be a major bullish signal With monthly ichimoku configuration & MACD both positive in absence of market crash silver could suprise to the upside #argent $xagusd $silj $sil"
X Link 2023-07-26T19:58Z [---] followers, [---] engagements
"The #Nasdaq [---] (adjusted for M2) is now at a critical level equivalent to its last peak of December [----] itself close the the DotCom Bubble's peak. Really hard to see it going substentially higher. Meanwhile the #Vix is low. It might be a good time to hedge. $QQQ $CSNDX"
X Link 2023-08-02T04:25Z [----] followers, [----] engagements
"While being bullish over the long-term on #Oil I would wait to see a clear breakout of the long-term resistance at $87.70 before increasing exposure to oil producers. #OOTT $Brent $WTI $OSX $XLE $VDE"
X Link 2023-08-08T19:40Z [---] followers, [---] engagements
"Canadian real estate prices have been fuelled by decreasing rates over decades. If interest rates remain high prices should significantly go to the downside. For a 10-year gov. bond yield of 3% the below regression suggests a downside of approximately 50% (in real term)"
X Link 2023-08-14T05:20Z [---] followers, [--] engagements
"Despite a decreasing US inflation (probably) due to a recession retuning to 2% seems unlikely in the years to come (due to underinvestment in commodity extraction money printing and green policies). Yet the markets prices the 5-year breakeven #inflation rate at 2.2%. 1/2"
X Link 2023-08-20T19:31Z [---] followers, [--] engagements
"#Silver had big day yesterday but still needs to break the long-term resistance at $25.5. Once done the technicals will be highly positive for the grey metal knowing that the monthly MACD is still positive and the RSI is above [--]. $SIL $SILJ $SVL $XAGUSD"
X Link 2023-08-24T04:19Z [---] followers, [---] engagements
"While large caps tend to grow at the same pace as money supply over the long-term small caps grow at a faster rate as can be seen in the below Smallcaps-to-M2 ratio This support the idea that over the long-term the size factor can help outperform the market #Smallcap #Stocks"
X Link 2023-08-26T12:05Z [---] followers, [---] engagements
"@badcharts1 Check out our tread about the Swiss Franc. It is currently cheap relative to the dollar by the way"
X Link 2023-09-05T14:13Z [---] followers, [---] engagements
"The case for US small-cap energy stocks #OOTT $PSCE $XOP $VDE #Oil #Brent #Stocks https://open.substack.com/pub/theindependentinvestor/p/the-case-for-us-small-cap-energyutm_campaign=post&utm_medium=web https://open.substack.com/pub/theindependentinvestor/p/the-case-for-us-small-cap-energyutm_campaign=post&utm_medium=web"
X Link 2023-09-10T20:21Z [----] followers, [---] engagements
"#Oil adjusted for money supply: - Remains in a buy zone - Has its MACD about to turn positive - Benefits from head and shoulders pattern #OOTT $Oil $Usoil $Ukoil"
X Link 2023-09-21T06:59Z [---] followers, [--] engagements
"Commodity market overview - September [----] Energy performed well but remains in a buy zone while the dollar expensiveness and OECD countries solvency issues could trigger the next gold bull market. #OOTT #GOLD #SILVER $xauusd $xagusd #Oil"
X Link 2023-09-23T12:52Z [---] followers, [--] engagements
"Indonesian #coal seems to be bottoming after an 18-month correction. With an RSI above [--] and its moving average an MACD turning positive should be bullish for indonesian coal miners such as Geo Energy Resources"
X Link 2023-09-25T15:22Z [---] followers, [--] engagements
"$SPX adjusted for Money Supply (M2) has made a triple top in the high of its long-term range. The only higher top was during the DotCom Bubble. During the last inflationary period (70's) which led to higher rates thus lower multiples it experienced a 73% drawdown"
X Link 2023-09-27T06:07Z [---] followers, [----] engagements
"@Schuldensuehner Definitely. Adjusted for M2 the $SPX seems very expensive. This offers negative expected returns over the medium-term especially if it reaches its 70's level (the last time it experienced higher rates and an inflationary environment)"
X Link 2023-09-27T11:28Z [---] followers, [--] engagements
"@KorpioProd Basically I simply made a ratio between SPX and M2 to compare the level of SPX over time as if the quantity of money stayed the same. Then I just multiplied it by a nb allowing me to scale it to the current SPX level. It's simply more convenient to look at it this way"
X Link 2023-09-27T15:27Z [---] followers, [--] engagements
"@KorpioProd M2 is variable (usually grows there are far more money in circulation now than in the 80's for example). But it's easy to know its true level (it's like looking at a cash position in a balance sheet no doubt about whether or not the figure we have is reliable)"
X Link 2023-09-27T15:42Z [---] followers, [--] engagements
"@KorpioProd On the other hand CPI is estimated based on a basket of goods and services (which might not truly reflect one's real expenses) whose calculation method changes over time making it less comparable across periods. In short it's an estimate not hard data"
X Link 2023-09-27T15:43Z [---] followers, [--] engagements
"@elerianm Once adjusted for money supply growth oil remains cheap. Reaching $100 would look like an appetizer compared to the level which could be reached by the end of the next bull market. #Oil #OOTT"
X Link 2023-09-28T06:41Z [---] followers, [---] engagements
"@WOLF_Financial Over the long-term playing some specific factors (such as size or value) rather than general large cap stocks of the S&P500 make even more sense in my opinion"
X Link 2023-09-29T11:41Z [---] followers, [--] engagements
"@SantiagoAuFund King but overvalued against the majority of currencies (based on purchasing Power Parity). Being the reserve currency doesn't mean it can't go down. Since the 70's it lost almost 80% of its value against the Swiss Franc and almost 60% against the Japanese Yen"
X Link 2023-09-29T12:18Z [---] followers, [--] engagements
"While #property prices in Western countries have gone up since the 70's (in real term) wide disparities exist (prices in Canada were multiplied by [---] against [---] for Germany at their pics). Recently #RealEstate started to either flatten or fall. 1/2 #immobilier"
X Link 2023-09-30T08:48Z [---] followers, [--] engagements
"This is due to a shift from a disinflationary period (rates and inflation valuations) to inflationary one (rates and inflation valuations) Contrary to what many think RE often struggles in inflationary times due to its senstivity to higher interest rates. 2/2"
X Link 2023-09-30T09:00Z [---] followers, [--] engagements
"Weekly Market snapshot This week #silver was strongly sold off and retested its long-term support before modestly recovering. The current technical pattern still holds. The main risk being a market crash (temporarily) taking down with it #Silver. 1/N $SIL $SILJ $XAGUSD $SVL"
X Link 2023-10-07T13:03Z [---] followers, [---] engagements
"@Le_Lambda @TaviCosta The interest of adjusting for M2 is to be able to compare different periods which have different levels of liquidity. It did not reach the level of the 2000's but it's close. Also the 2000's were deflationary (good for long duration assets such as Tech)"
X Link 2023-10-09T11:43Z [---] followers, [--] engagements
"Relative Value of the Swiss Franc against the US Dollar based on Purchasing Power Parity. The Franc looks still cheap"
X Link 2023-10-09T18:11Z [---] followers, [--] engagements
"The #dollar remains expensive against many currencies if measured based on Purchasing Power Parity. $DXY $USDEUR $USDGBP"
X Link 2023-10-10T03:57Z [---] followers, [----] engagements
"Against the Australian Dollar"
X Link 2023-10-10T03:58Z [---] followers, [--] engagements
"We now have a monthly hammer candlestick signaling a potential reversal for #Silver. Such candle announced the [----] bull run while a reverse hammer candle announced its top. Will history rhyme $XAGUSD $SIL $SILJ $SLV $SVL"
X Link 2023-10-13T15:34Z [---] followers, [----] engagements
"Is #Nasdaq's bull market cancelled The risk-return trade-off was indeed poor. $NDX #Nasdaq100"
X Link 2023-10-13T16:11Z [---] followers, [---] engagements
"$PSCE - Small cap US enegry producers ETF: - ROE: 35.61% - Forward P/E: [----] - Positive monthly MACD - Testing its long-term resistance - Distribution rate: 2.56% - Total expense ratio: 0.29% #OOTT #Smallcaps #Oil"
X Link 2023-10-15T10:16Z [----] followers, [---] engagements
"@dlacalle_IA I'm bullish gold but don't consider that geopolitical risks are now priced in #oil price knowing that we did not see any retaliation from oil producers for now. Compared to gold it remains relatively underpriced as the below oil-to-gold ratio suggests. #OOTT $XAUUSD #Brent"
X Link 2023-10-15T13:04Z [---] followers, [---] engagements
"After having been overbought a few weeks ago (see our previous tweets) $URNM has retraced by 15% last week and retested its long-term resistance. While nothing is certain this is a level at which I would reinforce my position. $URNJ $URA $CCJ"
X Link 2023-10-16T04:31Z [---] followers, [---] engagements
"Despite a recent up leg #Uranium (adjusted for inflation) remains 82% below its prior pic of [----] (suggesting a bargain price) while having a positive monthly momentum and retesting its long-term resistance. $URA $URNM $NLR #commodities"
X Link 2023-10-17T03:57Z [---] followers, [---] engagements
"While #inflation makes the headlines for two years for being first temporary then sticky US inflation expectations for the next [--] years seem unrealistic at 2.41%. All other things equal higher inflation would imply lower real rates: - Bad for cash - Good for #gold"
X Link 2023-10-18T03:41Z [---] followers, [---] engagements
"@lisaabramowicz1 And the market only prices an annual inflation rate of 2.41% for the next [--] years. Wait until higher for longer inflation is reflected into nominal rates"
X Link 2023-10-18T17:12Z [---] followers, [---] engagements
"The #Nasdaq100 adjusted for money supply reached its former top this summer before correcting. While reaching its long-term support would imply a 25% drawdown (from current level) breaking it down would likely trigger an epic downside move. $NDX"
X Link 2023-10-19T03:48Z [---] followers, [---] engagements
"@TaviCosta Not to mention the drawdown potential"
X Link 2023-10-19T04:01Z [---] followers, [---] engagements
"Longer-term the #Nasdaq (adjusted for money supply) remains at very elevated levels what could trigger a major downside move. So in a "higher for longer" rate environment this long duration index does not seem to offer good prospective returns. 2/n"
X Link 2023-10-22T07:33Z [---] followers, [---] engagements
"On the other side #oil is still relatively undervalued relative to #gold while geopolitical tensions could trigger higher prices over the short-term. Longer-term insufficient CAPEX should also push oil prices higher but for longer. 6/n #OOTT $XME"
X Link 2023-10-22T07:59Z [---] followers, [---] engagements
"Meanwhile US #smallcap #oil & #gas producers have recently risen but remain far from their pic of [----] while trading at relatively low valuations. Taking the $PSCE ETF as a proxy they trade at a forward P/E of only [---]. #OOTT 7/n https://x.com/Wealthier_/status/1716001276519956554 On the other side #oil is still relatively undervalued relative to #gold while geopolitical tensions could trigger higher prices over the short-term. Longer-term insufficient CAPEX should also push oil prices higher but for longer. 6/n #OOTT $XME https://t.co/ZSKAUiXNzw"
X Link 2023-10-22T08:25Z [----] followers, [---] engagements
"The #Nasdaq100 broke today its resistance. Gravity seems to be at play. Next stop at 10'700 $QQQ $NDX #NASDAQ100"
X Link 2023-10-25T19:10Z [---] followers, [---] engagements
"@SantiagoAuFund We never had such a divergence with the US dollar overvalued by 67% (based on purchasing power parity) against the Japanese Yen"
X Link 2023-10-26T03:34Z [---] followers, [---] engagements
"#Gold and #Silver disconnecting from treasuries returns and remaining stable during market sell-offs is rather a positive sign for precious metals bulls. $gdx $gdxj $xauusd $silj $sil $xagusd"
X Link 2023-10-26T18:03Z [---] followers, [---] engagements
"@StealthQE4 There was not only a crazy amount of printed money but also the stock market went up proportionally more than M2 making it expensive even if the levels of money supply simply stayed as it is today. This is what the below demonstrated"
X Link 2023-10-27T06:57Z [---] followers, [---] engagements
"At $2'006 #Gold price (once adjusted for money supply growth) remains relatively low as the last tops that happened during a disinflationary period would be today equivalent to $3'551 and $9'127 for the one that happened in an inflationary period. $xauusd $gdxj $gdx"
X Link 2023-10-28T06:17Z [---] followers, [---] engagements
"@PeterSchiff Adjusted for money supply the last tops (which happenend in a disinflationary period) would be now equivalent to $3'551 while the last one that happened in an inflation period would now be equivalent to $9'127. There is some room for an upside indeed"
X Link 2023-10-28T07:43Z [---] followers, [--] engagements
"Long-term view The last times the #NASDAQ100's 3-month MACD turned negative were in October [----] (50% drawdown) and April [----] (-80% drawdown). Looking at the below tweet $NDX seems closer to 2000's situation"
X Link 2023-10-28T08:21Z [---] followers, [---] engagements
"@TOzgokmen Either that or it's simply recessionary forces temporarily driving inflation down"
X Link 2023-10-30T20:06Z [---] followers, [--] engagements
"The $USD is not only expensive against $DXY's currency basket (mainly EUR GBP JPY CAD) but also against many others such as the New Zealand Dollar and the Danish Krona. https://twitter.com/Wealthier_/status/1721213360413229435 The $DXY topped at [-----] a year ago a could not get back to this level so far while its monthy MACD has been negative since March '23. At [---] the #dollar remains particularly expensive compared to its historical trend but also when measured based on purchasing power parity. https://t.co/elykldjDfA https://twitter.com/Wealthier_/status/1721213360413229435 The $DXY topped"
X Link 2023-11-05T17:19Z [---] followers, [---] engagements
"@johnjhin7 Negative monthly momentum for the US Dollar while being expensive: good environment for gold"
X Link 2023-11-05T20:23Z [---] followers, [---] engagements
"#Oil still trades at attractive levels once adjusted for money supply (the last pick of $143 in [----] would be now equivalent to $398). If it went to the roof then the stock market would suffer. Here is why I own oil stocks not only as an investment but also as a hedge. #OOTT"
X Link 2023-11-06T04:59Z [---] followers, [---] engagements
"While many #uranium producers trade at elevates P/Es (which can be justified by growing earnings) #Kazatomprom is the value play of the group. Trailing PE: [----] Forward P/E: [--] ROE: 35% 5-year ROIC: 18.62% ROIC TTM: 29.27% Debt-to-equity: 7% Dividend yield: 4.5% $KAP"
X Link 2023-11-07T04:59Z [---] followers, [---] engagements
"I often ecounter people buying pleasure investments (diamonds watches.) arguing that it will always be worth something. True but how much will it be worth in real terms and how much did they forgoe by not buying productive inevstments (stocks) Diamond price chart"
X Link 2023-11-13T04:50Z [---] followers, [--] engagements
"#Uranium update $URA ajdusted for inflation has broken its 10-year resistance. Let's now see if this holds till the end of the month. At this level we are still 80% below the prior pic of [----]. $URNM $URNJ $KAP"
X Link 2023-11-26T07:40Z [---] followers, [----] engagements
"$SPX (adjusted for M2 growth) is now retesting its last top. On a historical basis it's really expensive but none can exclude a breakout leading prices higher neither. At such level I'd not go long the index nonetheless"
X Link 2023-11-26T07:56Z [---] followers, [--] engagements
"#Silver is now retesting its 3-year old resistance it failled to break several time. As the weekly MACD has turned positive silver bulls can hope that this time the grey metal will get out of its consolidation zone. $SIL $SILJ #Argent"
X Link 2023-11-26T08:09Z [---] followers, [---] engagements
"The #Dollar strength of the last years has hidden the performance of gold in the other major currencies. While #gold is up 56% since [----] in USD it appreciated 64% in CNY and 113% in JPY. A lower $USD could be a game changer. $XAUUSD $GLD $GDX $GDXJ The #dollar which is expensive against the majority of currencies (based on purchasing power parity) is now trending lower again (negative MACD) while still being above its long-term trend A lower $USD would should benefit: - US exporters - Commodities and commodity producers https://t.co/33T4yAwtgq The #dollar which is expensive against the"
X Link 2023-11-26T09:57Z [---] followers, [---] engagements
"Congratulations to all #Silver bulls who have remained invested during this 3-year silver correction and massive drawdowns for miners. #argent $xagusd $SIL $SILJ $SVL $SLV"
X Link 2023-11-30T21:31Z [---] followers, [----] engagements
"#Solana ready to take off after having retested its long-term resistance which have become a support. $SOL"
X Link 2023-12-02T20:44Z [---] followers, [--] engagements
"In November $ETH's monthly momentum has turned positive for the first time since [----]. Last time it happened it went from [---] to [----] (x20) in [--] months. This does not mean that history will repeat itself but it is nontheless positive for crypto bulls. #Ethereum #ETH"
X Link 2023-12-02T20:56Z [---] followers, [--] engagements
"The Swiss franc is back below [----] against the Euro. To reach [---] standard deviation the franc would need to touch the [----] level but could also undershoot it and appreciate further. #Swissfranc #Francsuisse #Suisse"
X Link 2023-12-03T07:35Z [---] followers, [--] engagements
"Silver Mines Ltd $SVL up 11.43% today. Lots of miners have recently woken up. $SLV $Xagusd $Xauusd $SIL $SILJ"
X Link 2023-12-04T06:39Z [---] followers, [---] engagements
"#Silver is now back on its support. Last month's breakout might finally hold. $XAUUSD $XAGUSD $SIL $SILJ"
X Link 2023-12-22T08:08Z [---] followers, [---] engagements
"#Solana broke the $116 resistance. Next major resistance at $173. #SOL $SOL #Solana is now testing the [---] resistance highlited in the below tweet. If it breaks the next main resistance level would be at [---]. #SOL $SOL https://t.co/8O6OGl1t29 https://t.co/b3yRVuHNmK #Solana is now testing the [---] resistance highlited in the below tweet. If it breaks the next main resistance level would be at [---]. #SOL $SOL https://t.co/8O6OGl1t29 https://t.co/b3yRVuHNmK"
X Link 2023-12-25T18:16Z [---] followers, [---] engagements
"@KatusaResearch @MarinKatusa Adjusted for inflation it is still 70% below its prior pic"
X Link 2023-12-27T09:47Z [---] followers, [---] engagements
"@clp923 @AndUranium The below $URA adjusted for inflation made me a long-term buyer. It is still 70% below its pic"
X Link 2023-12-27T09:54Z [--] followers, [---] engagements
"Swiss Franc is strengthening further against the #Euro. The last resistance of EUR/CHF has broken down after having been tested [--] times since september [----]. $EURCHF #Euro #Swissfranc #Francsuisse"
X Link 2023-12-28T12:01Z [--] followers, [---] engagements
"@economics UK real propert prices are below their long-term trend (suggesting more affordability) than in the recent past but are below their moving average (suggesting a negative tendency). 1/2 #Housing #realestate #UK ---- Source:"
X Link 2023-12-30T07:34Z [---] followers, [--] engagements
"@economics Also given its negative correlation with long-term interest rates the main risk seems to be a new waive of inflation driving yields up again when the current economic slowdown has passed. 2/2"
X Link 2023-12-30T07:40Z [--] followers, [--] engagements
"#Coal once adjusted for inflation seems to be currently at a reasonable valuation level Value investor might be interested in coal miners at such levels knowing that they overall trade at very low multiples (especially in Asia despite strong balance sheet for some of them)"
X Link 2024-01-14T10:41Z [---] followers, [--] engagements
"I often hear that the #dollar is currently cheap as it lost roughly 10% since its [----] pic. This is a recency bias and a short-term view as the dollar is still overvalued (based on purchasing power parity). Taking the $DXY as an example a 30% downside seems possible. #USD"
X Link 2024-01-14T10:51Z [---] followers, [--] engagements
"Purchasing Power Parity The British Pound remains highly undervalued against the US Dollar. $GBPUSD $DXY"
X Link 2024-01-16T04:31Z [---] followers, [--] engagements
"Is the #NASDAQ100 back to the 2000's $NDX once adjusted for money supply is on the road to its previous DotCom Bubble level"
X Link 2024-01-16T04:53Z [---] followers, [---] engagements
"Recessions usually occure within [--] months after the yield curve uninverts. We still seem to be in a "wait and see" situation"
X Link 2024-01-23T04:25Z [---] followers, [--] engagements
"Underweight #Gold - Overweight #Oil The oil-to-gold ratio suggests that oil is highly undervalued against gold. This doesn't mean that gold will go down oil simply has a higher upside potential. #OOTT $GDXJ $GDX $XOP $XOM"
X Link 2024-01-30T20:22Z [---] followers, [---] engagements
"The #SP500 adjusted for money supply is now above all its previous pic levels except the 2000's one. $SPX"
X Link 2024-02-01T04:39Z [---] followers, [---] engagements
"Kazatomprom $KAP retesting its resistance after last month's false breakout. - Monthly momentum still positive - Not overbought yet based on RSI #Uranium $URNM $URA"
X Link 2024-02-02T04:58Z [---] followers, [---] engagements
"@JavierBlas This happens at a time when oil is still cheap once adjusted for money supply or compared to gold as below. Wait until it wakes up"
X Link 2024-02-04T08:07Z [---] followers, [--] engagements
"What if UK property prices followed the 1970-2000 price trend before abnormally low interest rates become the new normal Well they would be 30% lower"
X Link 2024-02-06T05:43Z [---] followers, [--] engagements
"#Oil is consolidating around its former long-term resistance broken [--] years ago after a correction from the highs of [----]. Happy to accumulate oil producer stocks at such levels given their cheapness and long-term potential. #OOTT"
X Link 2024-02-09T05:51Z [---] followers, [---] engagements
"Is #Ethereum about to make an exponential move The positive momentum previously mentionned seems to be at its beginning. Don't forget that the last bull market lasted [--] months while $ETH's price was multiplied by [--]. #Ethereum in a rather bullish setup. $ETH https://t.co/hUidRx0vqO #Ethereum in a rather bullish setup. $ETH https://t.co/hUidRx0vqO"
X Link 2024-02-12T21:03Z [---] followers, [---] engagements
"@elerianm The market priced optimism"
X Link 2024-02-13T20:13Z [---] followers, [---] engagements
"#Oil remains cheap compared to #gold as the below Oil-to-Gold ratio shows. Also oil (measured in gold) seems to be consolidating while its momentum is close to turning positive. #OOTT $XOM $XOP"
X Link 2024-02-14T05:40Z [---] followers, [---] engagements
"Hong Kong's stock market has been suffering for years with a Shiller P/E getting closer to its previous all time low. Companies with low P/Es high growth rates and high dividend yields are not rare in this region. Stock pickers could take advantage of it. $HSI #HongKong"
X Link 2024-02-22T05:51Z [---] followers, [---] engagements
"Oil which has retraced after its [----] breakout seems to be consolidating its base while its momentum seems to be about to turn positive again. Not sure that this opportunity to buy oil producers at cheap valuations would persist for years. #OOTT $XOM"
X Link 2024-02-26T05:48Z [---] followers, [---] engagements
"It did not take long for #Solana to breakout. $SOL #crypto Will #Solana break out If it does the movement can be quite violent. https://t.co/tPbFeKhtlP Will #Solana break out If it does the movement can be quite violent. https://t.co/tPbFeKhtlP"
X Link 2024-02-29T05:25Z [---] followers, [--] engagements
"#NASDAQ100 adjusted for M2 Most passive #ETF would bring you exposure mega-caps with high multiples. If you're not comfortable with it then picking stocks would allow you to get the factors you want for your portfolio whether it is size low multiples dividend high ROIC"
X Link 2024-03-02T06:57Z [---] followers, [---] engagements
"The convention pushing to measure #Gold in USD has hidden the fact that for most investors around the world (who measure their returns in EUR GBP CNY JPY.) gold has been in a bull market for years and has played his role of store of value. 1/2"
X Link 2024-03-03T17:48Z [---] followers, [---] engagements
"Indeed gold (which performed well against many currencies) is measured relative to the US Dollar which also did well against other currencies. Now do you think that the USD could stay in a bull market I don't personaly given its expensiveness. 2/2 The convention pushing to measure #Gold in USD has hidden the fact that for most investors around the world (who measure their returns in EUR GBP CNY JPY.) gold has been in a bull market for years and has played his role of store of value. 1/2 https://t.co/wrphVhGnpY The convention pushing to measure #Gold in USD has hidden the fact that for most"
X Link 2024-03-03T17:53Z [---] followers, [--] engagements
"While #inflation has decreased since [----] a consolidation (or stagnation) around 3% has been at play for several months now. This could be the early sign of a reversal. Despite not certain a scenario similar to the 70's (several waives of inflation) cannot be excluded. #CPI"
X Link 2024-03-04T05:46Z [---] followers, [---] engagements
"@PeterSchiff @bm6894 Not to mention inflation's cyclical moves. While #inflation has decreased since [----] a consolidation (or stagnation) around 3% has been at play for several months now. This could be the early sign of a reversal. Despite not certain a scenario similar to the 70's (several waives of inflation) cannot be excluded. #CPI https://t.co/saDlIiU1DY While #inflation has decreased since [----] a consolidation (or stagnation) around 3% has been at play for several months now. This could be the early sign of a reversal. Despite not certain a scenario similar to the 70's (several waives"
X Link 2024-03-04T20:09Z [---] followers, [--] engagements
"Among #Smallcap Value stocks can be found companies with excellent fundamentals & potential. $PXT (in red) has a 10-year ROIC of 19% despite oil having been beaten down during this period sign of a good management. It has totally eclipsed other majors. Current P/E: [--] #OOTT"
X Link 2024-03-05T05:42Z [---] followers, [---] engagements
"Once adjusted for money supply we notice that #gold's 2011's pic (in disinflationary times) would now be equivalent to $4'193 while its 1980's pic (at the end of an inflationary period) would now be equivalent to an astonishing $12'220. $GDX $GDXJ $JAG"
X Link 2024-03-07T20:43Z [---] followers, [---] engagements
"Once adjusted for money supply we notice that #oil's 2008's pic (in disinflationary times) would now be equivalent to $376 while its 1980's pic (at the end of an inflationary period) would now be equivalent to an impressive $544. Rather promising for oil producers. #OOTT"
X Link 2024-03-07T20:49Z [---] followers, [---] engagements
"$DXY is still in on a cycle high. Its good relative perfomance relative to other currencies has hidden the gold bull market which never stopped since [----] (look at #gold price in EUR GBP JPY). #Dollar shoud now underperform bringing investor attention to gold and miners"
X Link 2024-03-08T05:38Z [---] followers, [---] engagements
"Copper-to-Gold ratio: Negative momentum for #copper against #gold. This is probably too early to increase exposure to copper miners. I would wait a further 20-25% drop (at roughly [--] standard deviation below the long-term trend) before doing so. $COPX $CEBS $GDX $GDXJ $GLD"
X Link 2024-03-11T05:35Z [----] followers, [---] engagements
"#Oil's monthly momentum seems ready to turn positive again. If it does given its undervaluation compared to gold or money supply the upside could be important. If it does I would increase my exposure to oil stocks which are still cheap. #OOTT #Oil remains cheap compared to #gold as the below Oil-to-Gold ratio shows. Also oil (measured in gold) seems to be consolidating while its momentum is close to turning positive. #OOTT $XOM $XOP https://t.co/0nUzzNpt9T #Oil remains cheap compared to #gold as the below Oil-to-Gold ratio shows. Also oil (measured in gold) seems to be consolidating while its"
X Link 2024-03-14T05:47Z [---] followers, [---] engagements
"#Oil chart looks quite bullish. Its momentum seems about to turn positive. This month's DCA will be used to increase my exposure to oil producers: smallcap value stocks with high ROI can still be found in this sector. #OOTT $XOP $XOM"
X Link 2024-03-17T09:14Z [---] followers, [---] engagements
"How high could #gold go Adjusted for money supply the yellow metal's last top in disinflationary times was close to $4'200 (in 2011) while in inflationary times its last top would be now equivalent to $12'220. $GDX $GLD $GDXJ $XAUUSD"
X Link 2024-03-17T09:40Z [---] followers, [---] engagements
"#Solana $200 after a 10% run on Sunday. $SOL #Solana up almost 9% during the day benefits from a very strong momentum. $SOL https://t.co/NahON7Sl6m https://t.co/iTssK2V9Br #Solana up almost 9% during the day benefits from a very strong momentum. $SOL https://t.co/NahON7Sl6m https://t.co/iTssK2V9Br"
X Link 2024-03-18T05:12Z [---] followers, [---] engagements
"Adjusted for money supply the #Nasdaq100 is now close the Dot Com bubble level. While I'm not long the index I know that overvalued doesn't mean that it will for sure go down tomorrow. So no short for me. $NDX #nasdaq $QQQ"
X Link 2024-03-24T21:13Z [---] followers, [---] engagements
"#Uranium (adjusted for money supply growth): - Clean re-test of its long-term support - Still 80% below its prior peak $URA $URNM $URNJ"
X Link 2024-03-31T15:09Z [---] followers, [---] engagements
"#Oil (adjusted for money supply growth): - Is in the low of its long-term range - The 2008's peak would be now equivalent to roughly $377 - The 1980's peak would be now equivalent to roughly $550 - Monthly MACD about to turn positive #OOTT"
X Link 2024-03-31T15:17Z [---] followers, [---] engagements
"While the momentum for precious metals is strong how expensive are they now #Gold once adjusted for money suppy seems cheap relative to its former peaks now equivalent to $4'251 (disinflationary period - 2008) and $12'220 (inflationary period - 1980)"
X Link 2024-04-03T04:21Z [---] followers, [---] engagements
"The monthly momentum of #oil (adjusted for money supply) has now turned positive. A breakout of the resistance at around $108 would be a major signal. Given the current value of the most recent peaks oil still seems to have a large upside potential. #OOTT"
X Link 2024-04-05T04:38Z [---] followers, [---] engagements
"@KatusaResearch Below are nominal returns in current $ (adjusted for money supply). The 2008's peak would now be equivalent to 115$ while the 1980's looks absolutely insane (partially due to a massive short squeeze). Where are we in the #Silver bull market Well looking at silver adjusted for M2 it is still at its premises. https://t.co/Wh36HHPJhu https://twitter.com/Wealthier_/status/1777184281552425231 Where are we in the #Silver bull market Well looking at silver adjusted for M2 it is still at its premises. https://t.co/Wh36HHPJhu https://twitter.com/Wealthier_/status/1777184281552425231"
X Link 2024-04-08T04:15Z [---] followers, [--] engagements
"#Nasdaq [---] adjusted for money supply: After such a vertical move and at current level the #Nasdaq100 offers an incredibly poor risk-return trade-off. The catalyst for a fall if it happens (nothing is certain) could be an inflation print warmer than expected. $NDX"
X Link 2024-04-09T16:22Z [---] followers, [---] engagements
"80% of small caps in my portfolio why 1) Higher long-term return than large caps 2) The small cap market is less efficient: stocks with crazy fundamentals can be found For example $PXT (P/E of [--] 5-year ROIC of 30%) compared to large caps oil producers ( $XLE taken as proxy)"
X Link 2024-04-11T05:29Z [---] followers, [---] engagements
"Looking at #silver price adjusted for money supply the next major resistance seems to be around $33.5. Silver failed to break it several times in the 90's but also in [----] and [----]. Its two last breakouts were during the last bull market. It's definitely a level to watch"
X Link 2024-04-14T13:25Z [---] followers, [---] engagements
"#Coal adjusted for money supply has restested its support while its monthly momentum is about to turn positive. In the meantime coal miners are still very cheap especially in #Indonesia where small-cap value stocks with high ROI can still be found"
X Link 2024-04-15T18:56Z [---] followers, [--] engagements
"#Gold is still far away from its previous peak and incredibly far away from the last inflationary cycle's top (once adjusted for money supply)"
X Link 2024-04-18T04:56Z [---] followers, [--] engagements
"The #NASDAQ100 (adjusted for money supply) is heading to the downside while being very close from its 2000's peak. The odds are not in bulls' side especially if inflation begins to pick up again due to an up trend in commodities. $NDX"
X Link 2024-04-18T05:07Z [---] followers, [---] engagements
"@TheLastDegree Same set-up for Alien Metals $UFO"
X Link 2024-04-20T03:35Z [---] followers, [---] engagements
"@KingKong9888 And it happens at time when the USD is already overvalued against most foreign currencies based on Purchasing Power Parity. (Data source: OECD Google Finance / Analysis: Mine)"
X Link 2024-04-21T14:22Z [---] followers, [---] engagements
"Rarely has the Canadian Dollar been so cheap relative to the US Dollar (when measured in Purchasing Power Parity)"
X Link 2024-04-24T04:46Z [---] followers, [--] engagements
"#Copper (adjusted for money supply): - Still in the low of its long-term range - Close to breaking its 6-year old resistance - Positive momentum"
X Link 2024-04-25T05:00Z [---] followers, [---] engagements
"@DowGoldEquals1 Relative to gold it looks like a possible six bagger. Relative to cash if the gold bull market continues (my base case) then it could be far higher. https://twitter.com/Wealthier_/status/1784118133533311362 Miners-to-Gold ratio: - Triple bottom realised on a 9-year old resistance - Last top (relative to gold) [--] times higher than today's level $HUI $GDX $GDXJ #Gold $JAG https://t.co/aZDBszqXsK https://twitter.com/Wealthier_/status/1784118133533311362 Miners-to-Gold ratio: - Triple bottom realised on a 9-year old resistance - Last top (relative to gold) [--] times higher than"
X Link 2024-04-27T07:14Z [---] followers, [--] engagements
"#Copper adjusted for money supply is currently testing an important resistancce while its momentum is already positive. The DCA of this month and the next one will be dedicated to accumulating stocks of a copper miner already identified (5-year ROIC of 15% PE of 11.6)"
X Link 2024-04-29T04:18Z [---] followers, [---] engagements
"$SPX adjusted for money supply: Would you buy the index at this level I prefer picking specific stocks with good fundamentals (low PE high ROIC and ideally small size) in cheap countries and/or sectors having a good development potential. #commodities #Asia #smallcap"
X Link 2024-05-03T04:49Z [---] followers, [----] engagements
"M2-adjusted #Gold: Important breakout of the resistance lasting since May [----]. Adjusted for money supply growth the previous peak now is equivalent to $4'180 and $12'200 fror the 1980's one (in today's dollars). $GLD $GDX $GDXJ"
X Link 2024-05-10T07:04Z [---] followers, [---] engagements
"First time since [----] that $UFO's (Alien Metals) monthly momentum is positive. (Log scale below)"
X Link 2024-05-16T20:02Z [---] followers, [---] engagements
"#Silver $30 The main resistance remains nonetheless at $34 as one can see in the below chart of silver adjusted for money supply"
X Link 2024-05-17T13:01Z [---] followers, [---] engagements
"#Gold reached $2'400 Once adjusted for money supply it remains far from its last peaks (inflationary period: $12k / disinflationary period: $4k) It also broke a resistance lasting since [----] as well as its 15-year moving average (not done since 2006) $xauusd $GLD $GDX $GDXJ"
X Link 2024-05-17T14:45Z [---] followers, [--] engagements
"$URA inflation adjusted is still 75% below its prior peak. #Uranium"
X Link 2024-05-19T05:35Z [---] followers, [----] engagements
"#Platinum adjusted for money supply The most undervalued precious metal is currently trying to break its 5-year moving average while being at a generational low The risk-return trade-off looks quite appealing"
X Link 2024-05-22T04:31Z [---] followers, [--] engagements
"#Silver (adjusted for money supply): - Getting closer to a key level at $34 where it failed to break out in [----] and [----] - Positive monthly momentum - 2011's peak equivalent to $115 today $XAGUSD $SIL $SILJ $SVL $SLV"
X Link 2024-05-28T04:31Z [---] followers, [---] engagements
"Adjusted for money supply #Copper remains more than 60% below its prior peak"
X Link 2024-05-28T04:42Z [---] followers, [---] engagements
"Rarely has the Swiss Franc been so undervalued against the US Dollar based on Purchasing Power Parity. $USDCHF #FranceSuisse #SchweizerFranken"
X Link 2024-05-30T04:32Z [---] followers, [--] engagements
"The Brazilian equity market is now in line with its historical average CAPE (Shiller PE) Ratio after having corrected from its high of 2020/2021. #Brazil"
X Link 2024-06-03T04:36Z [---] followers, [--] engagements
"M2-adjusted #Oil: The upside potential is very high but the momentum is not here yet. #OOTT $XOM"
X Link 2024-06-03T04:47Z [---] followers, [---] engagements
"The #Euro seems to have resumed its downward trend against the #Swiss Franc. #FrancSuisse"
X Link 2024-06-13T18:37Z [---] followers, [--] engagements
"#Copper adusted for money supply: For now it failed to break its 9-year old resistance"
X Link 2024-06-17T04:58Z [---] followers, [---] engagements
"The spread between BB (highest quality among Junk) bonds and BBB (lowest quality among Investment Grade) bonds tends to bottom when the current market cycle comes to an end. At current levels it suggests that a more cautious stance may be appropriate. #Bond #Recession"
X Link 2024-06-24T04:48Z [---] followers, [---] engagements
"Who said small caps are riskier than large ones Parex Resources Inc - $PXT: - 3-year ROIC: 33% - 10-year ROIC: 22% - PE ratio: [--] Only short-term negative aspect: The negative monthly momentum. (Black line below: Exxon Mobile Corporation $XOM) #OOTT #SmallCap #SmallCapValue"
X Link 2024-06-30T08:05Z [---] followers, [---] engagements
"After having peaked in [----] #timber is now back to earth. Investors should nonetheless pay attention to it. This chart (Timber and wood products inflation adj.) shows that it has historically beaten inflation (otherwise the trendline would be flat) and is currently cheap. 1/2"
X Link 2024-06-30T08:42Z [---] followers, [---] engagements
"It seems to be an interesting inflation hedge with a good appreciation potential. There are many way to play it but I'd prefer buying wood producers stocks REITs producing wood or a specilised ETF such as $WOOD (PE of [----] currently) 2/2 https://x.com/ValueSeeker_/status/1807333857856811340 After having peaked in [----] #timber is now back to earth. Investors should nonetheless pay attention to it. This chart (Timber and wood products inflation adj.) shows that it has historically beaten inflation (otherwise the trendline would be flat) and is currently cheap. 1/2 https://t.co/I2cFCoGHFs"
X Link 2024-06-30T08:47Z [---] followers, [--] engagements
"#Copper (adjusted for money supply) failed to break its long-term resistance. This could soon give the opportunity to accumulate miners at a cheaper price"
X Link 2024-07-02T04:31Z [---] followers, [---] engagements
"The Swiss Franc has rarely been so undervalued against the US Dollar based on Purchasing Power Parity. $USDCHF"
X Link 2024-07-07T06:37Z [---] followers, [---] engagements
"#Gold (adjusted for Money Supply) has finally broken a 10-year old resistance after two failed attempts in [----] and [----]. Now remains to see if we close the month above it"
X Link 2024-07-07T06:58Z [---] followers, [--] engagements
"@auster_felix I think so too and their high debt is mainly internal (more than half held by the BOJ alone) so I'm not really worried about it. I wouldn't buy bonds nonetheless but the local stock market has some good companies trading at attractive valuations"
X Link 2024-07-07T07:02Z [---] followers, [--] engagements
"M2-adjusted oil prices The 2008's peak would be now equivalent to $395. Prior to reaching this point #oil had no clear direction (red square below) and formed a head-and-shoulders like today. Will history reapeat itself Not sure but the current setup is encouraging. #OOTT"
X Link 2024-07-08T04:40Z [---] followers, [---] engagements
"#Gold adjusted for money supply: - Broke its 9-year old resistance - Has a positive monthly momentum - In today's dollars the previous peak would now be equivalent to $4'181. $GDXJ $GLD"
X Link 2024-07-11T13:31Z [---] followers, [---] engagements
"This suggests that we are more likely to see the Dollar depreciating over the medium-term especially given its considering its expensiveness based on Purchasing Power Parity against most other currencies. 2/n https://x.com/ValueSeeker_/status/1811624846746644604 The highest negative correlation #gold has is not with real rates but with the #dollar. When the reserve currency doesn't play its role anymore gold takes over as reserve of value. The Dollar Index is currently trading at more than [--] standard deviation above its trend. 1/N https://t.co/n9ZdT9AgIL"
X Link 2024-07-12T04:58Z [---] followers, [---] engagements
"Below is the price of gold adjiusted for money supply (currently well below previous peaks) and the inverted Dollar Index. The negative correlation is obvious. This should be positive for gold over the medium term and negative for the US Dollar. 3/n https://x.com/ValueSeeker_/status/1811626082694520933 This suggests that we are more likely to see the Dollar depreciating over the medium-term especially given its considering its expensiveness based on Purchasing Power Parity against most other currencies. 2/n https://t.co/sEs0A1XKqs https://t.co/cXRL6PfVaJ"
X Link 2024-07-12T05:06Z [---] followers, [---] engagements
"Based on purchasing power parity the #Euro is way cheaper than the USD. However given the political uncertainty within the EU and the willingness of its bureaucrats to limit innovation through countless regulations I would prefer to play European currencies outside of the EU"
X Link 2024-07-13T14:20Z [---] followers, [---] engagements
".one big advantage at owning your place of residence (and having paid out any mortgage) for people living exclusively on the return of their assets (such as FIRE people) is that your monthly cash needs will be limited to house repair and local taxes in most cases. 2/n"
X Link 2024-07-13T15:44Z [---] followers, [--] engagements
"Let's compare [--] situations: 1) A FIRE person not owning his house and paying a total of $24k per year for rent and associated tax/expenses. Assuming that this person can generate a relatively sure cash flow of 2% (REAL) via a short duration bond allocation. 3/n"
X Link 2024-07-13T15:54Z [---] followers, [--] engagements
"@Mayhem4Markets @theMacroVisors @TraderadeTweets Gold's main drivers are money supply (positively correlated) and the US Dollar (negatively correlated). Real rates do not need to go in negative territory for gold to appreciate. https://x.com/ValueSeeker_/status/1811628273266258082t=acn5IwXGVbVioWQG89FebA&s=19 Below is the price of gold adjiusted for money supply (currently well below previous peaks) and the inverted Dollar Index. The negative correlation is obvious. This should be positive for gold over the medium term and negative for the US Dollar. 3/n https://t.co/EmBEL20yUi"
X Link 2024-07-14T13:02Z [---] followers, [--] engagements
"@hajiyev_rashad @bm6894 The $34 level is the next main resistance to watch for as shown below by the below #silver price adjusted for money supply growth. Once broken the $55 level is likely the next stop"
X Link 2024-07-14T13:17Z [---] followers, [--] engagements
"@chigrl @dlacalle_IA At a time when #copper remains very cheap once adjusted for money supply. The awakening may be brutal"
X Link 2024-07-15T17:47Z [---] followers, [----] engagements
"@TaviCosta Judging by the below copper prices (adjusted for money supply) the next main resistance seems to be at around [---]. This resistance has lastest since [----] and has been tested several times unsuccessfully so far"
X Link 2024-07-16T04:20Z [---] followers, [---] engagements
"We need to look at scarce asset prices not in nominal terms but adjusted for money supply. You can print dollar but not commodities especially #gold. Adjusted for money supply gold has broken a 10-year old resistance while its previous peak would be equivalent to $4'200"
X Link 2024-07-16T17:51Z [---] followers, [---] engagements
"The Canadian Dollar has rarely been so undervalued against the US Dollar based on Purchasing Power Parity. $USDCAD $DXY"
X Link 2024-07-17T04:12Z [---] followers, [---] engagements
"@GameofTrades_ Gold has a higher (negative) correlation with the US Dollar than with real interest rates. When the reserve currency does play its role of store of value gold takes over. The $USD is quite expensive currency (based in PPP) thus likely to depreciate https://x.com/ValueSeeker_/status/1811628273266258082t=JEAMgmKWn7zmAil-Fh2v_A&s=19 Below is the price of gold adjiusted for money supply (currently well below previous peaks) and the inverted Dollar Index. The negative correlation is obvious. This should be positive for gold over the medium term and negative for the US Dollar. 3/n"
X Link 2024-07-17T15:18Z [---] followers, [--] engagements
"The Nasdaq [---] adjusted for M2 is close to its DotCom Bubble top questioning the durability of this bull market. Interesting fact the #Nasdaq100 grew [--] time more rapidly than money supply since [----]. I am personally not exposed to it. $NDX"
X Link 2024-07-18T04:16Z [---] followers, [---] engagements
"@rezabushkay Basically I don't try to predict. It can always happen and I can't know it in advance. I simply build a portfolio trying to maximize the expect return knowing that some investments may not perform well while winners would more than compensate losses from losers"
X Link 2024-07-18T11:23Z [---] followers, [--] engagements
"@rezabushkay So I buy assets that trade at low multiples (cheap) with high ROIC (good use of generated cash) in a positive momentum (to avoid falling knives) and ideally in depressed sectors or currencies (with a high likelihood of reverting to the upside to the historical mean)"
X Link 2024-07-18T11:28Z [---] followers, [--] engagements
"The #Nasdaq100 (adjusted for money supply) has reached last month the same level at which it reversed in [----]. This month after an initial up leg the $NDX reversed its path staying at this critical level. The risk-return trade off isn't really appealing here. $QQQ #Nasdaq"
X Link 2024-07-19T11:48Z [---] followers, [---] engagements
"#Copper is heading to the downside against #silver The momentum is in favor of precious metals over industrial ones. This isn't necessarily bad if you invest in both as you might soon be able to rebalance taking profits in precious metals producers to buy cheap copper ones"
X Link 2024-07-20T06:21Z [---] followers, [---] engagements
"$URA inflation adjusted is still consolidating along its long-term support (previously a resistance) after its earlier breakout 79% below its prior peak. #Uranium #yellowcake"
X Link 2024-07-20T06:28Z [---] followers, [---] engagements
"#Platinum remains the cheapest precious metal. Once adjusted for money supply we can see that it is still consolidating along its support at depressed levels. If it goes back below $900 I would likely buy $SLP (if its price did drop enough too)"
X Link 2024-07-20T06:44Z [----] followers, [---] engagements
"Many cryptos seems to be close to resume their up leg stopped in March due to the ongoing consolidation. I'd look closely when the weekly MACD turns positive again. $BTC $BTCUSD #Bitcoin"
X Link 2024-07-20T09:47Z [---] followers, [---] engagements
"#Copper adjusted for money supply failed to break its 9-year old resistance out. On the other hand I would use this opportunity to increase my exposure to copper producers at around $3.50 (a good entry point)"
X Link 2024-07-21T06:24Z [---] followers, [---] engagements
"The US #Dollar has peaked [--] years ago and is now consolidating at more than [--] standard deviation above its long-term trend. Being also very expensive against most other currencies once measure based on Purchasing Power Parity I would not certainly not got long $USD. $DXY"
X Link 2024-07-22T04:29Z [---] followers, [---] engagements
"Is it still time to enter the Indian stock market Well the current Shiller P/E (at almost 40) suggests that the risk-return trade off is not in investors' favor. I would not buy an Indian index at this level. #India $NDIA $INDA"
X Link 2024-07-23T20:19Z [----] followers, [---] engagements
"Passive investors being uncomfortable with the #SP500's P/E of [----] could turn to small cap value which historically had a better performance (14% over the long-term) with a P/E of only [----]. Even in the recent period of large cap's high performance $VBR did better than $SPX"
X Link 2024-07-24T04:55Z [----] followers, [---] engagements
"Risk off: The Copper-to-Gold ratio is breaking its support. It's not time to swith from #gold to #copper. However we could soon see good entry points to acquire copper producers. Only then will be time to rebalance. $GDX $CEBS https://x.com/ValueSeeker_/status/1814543902566662151 Copper-to-Gold Ratio #copper continues its downside move against #Gold along its long-term support. The momentum is currently in favor of gold over copper as investors are in risk off mode. https://t.co/nrq0RAZG9K https://x.com/ValueSeeker_/status/1814543902566662151 Copper-to-Gold Ratio #copper continues its"
X Link 2024-07-24T17:12Z [----] followers, [---] engagements
"The #Nasdaq100 has lost 3% today As mentionned in a preivous tweet once adjusted for money supply we see that the index has recently reached a critical level at which it began to fall in [----] offering a poor risk-return trade off $NDX $QQQ #Nasdaq https://x.com/ValueSeeker_/status/1814265946048979176 The #Nasdaq100 (adjusted for money supply) has reached last month the same level at which it reversed in [----]. This month after an initial up leg the $NDX reversed its path staying at this critical level. The risk-return trade off isn't really appealing here. $QQQ #Nasdaq https://t.co/i7HaURI6Yj"
X Link 2024-07-24T17:22Z [---] followers, [---] engagements
"@PipCzar Adjusted for money supply copper remains very cheap but is also likely to become cheaper over the short-term. I'd add some copper miner when it reaches $3.75 and doesn't break the resistance"
X Link 2024-07-24T17:32Z [---] followers, [--] engagements
"The 10-year minus 2-year yield curve has almost come back in positive territory what has historically coincided with or slightly preceded a recession"
X Link 2024-07-25T04:34Z [---] followers, [---] engagements
"@AndreasSteno Given its current undervaluation a reversion of the JPY towards its purchasing power parity with the #dollar would imply an appreciation of about 80%"
X Link 2024-07-25T11:27Z [---] followers, [---] engagements
"@DarioCpx Given its current undervaluation a reversion of the JPY towards its purchasing power parity with the #dollar would imply an appreciation of about 80%"
X Link 2024-07-25T11:28Z [---] followers, [---] engagements
"Given its current undervaluation a reversion of the Japanese Yen towards its purchasing power parity with the US #dollar would imply an appreciation of about 80%. $USDJPY"
X Link 2024-07-25T11:29Z [---] followers, [---] engagements
"@elerianm It remains once adjusted for money supply almost at an all time high and bounced at the exact same level as in [----]. https://x.com/ValueSeeker_/status/1814265946048979176 The #Nasdaq100 (adjusted for money supply) has reached last month the same level at which it reversed in [----]. This month after an initial up leg the $NDX reversed its path staying at this critical level. The risk-return trade off isn't really appealing here. $QQQ #Nasdaq https://t.co/i7HaURI6Yj https://x.com/ValueSeeker_/status/1814265946048979176 The #Nasdaq100 (adjusted for money supply) has reached last month"
X Link 2024-07-25T15:11Z [---] followers, [--] engagements
"@business With the #Dollar being already overvalued compared to most currencies and the Donald willing to help domestic companies with a weaker dollar it's clearly not the central scenario. https://x.com/ValueSeeker_/status/1816435484031144189t=8V1lKyWKwAyyIKS70GKLOw&s=19 Given its current undervaluation a reversion of the Japanese Yen towards its purchasing power parity with the US #dollar would imply an appreciation of about 80%. $USDJPY https://t.co/ataIu0qYrP https://x.com/ValueSeeker_/status/1816435484031144189t=8V1lKyWKwAyyIKS70GKLOw&s=19 Given its current undervaluation a reversion of"
X Link 2024-07-25T19:44Z [---] followers, [--] engagements
"@jamesgeoecon They did and are still still at a low level once adjusted for money supply. Below is #oil adjusted for M2"
X Link 2024-07-29T04:17Z [---] followers, [--] engagements
"On this Swiss national day the #Swiss Franc is up 0.84% against the #Euro following its long-term appreciation trend. #Suisse #Switzerland"
X Link 2024-08-01T16:26Z [---] followers, [---] engagements
"@questCNN @Allianz @elerianm The base case scenario: = Lower rates leading to a lower dollar currently overvalued against most currencies. = Gold Emerging Markets US exporters being the most likely beneficiaries"
X Link 2024-08-01T17:13Z [---] followers, [--] engagements
"@runews Today's winner seems to be the Swiss Franc. https://x.com/ValueSeeker_/status/1819047135960015279t=iO8sIOFg38pdTvLuHNERIg&s=19 On this Swiss national day the #Swiss Franc is up 0.84% against the #Euro following its long-term appreciation trend. #Suisse #Switzerland https://t.co/k2t4wx3CCR https://x.com/ValueSeeker_/status/1819047135960015279t=iO8sIOFg38pdTvLuHNERIg&s=19 On this Swiss national day the #Swiss Franc is up 0.84% against the #Euro following its long-term appreciation trend. #Suisse #Switzerland https://t.co/k2t4wx3CCR"
X Link 2024-08-01T17:58Z [---] followers, [--] engagements
"@IdLibertes @KatusaResearch Nasdaq [---] (M2-adjusted) bouncing at the same level as in [----] recession looming short covering on the Japanese Yen. Clearly risk off. Short-term gold could go down in a sell off but lower rates a lower dollar and more money supply should help it. https://x.com/ValueSeeker_/status/1816435484031144189t=-vWFcHm0a8-jpKP-Jdu3ug&s=19 Given its current undervaluation a reversion of the Japanese Yen towards its purchasing power parity with the US #dollar would imply an appreciation of about 80%. $USDJPY https://t.co/ataIu0qYrP"
X Link 2024-08-02T20:10Z [---] followers, [---] engagements
"$URA inflation-adjusted has broken a major support and is now heading to the downside. The next main support being 20% below the current price at which level I'd be happy to accumulate more #uranium producers"
X Link 2024-08-03T06:55Z [---] followers, [---] engagements
"While market uncertainty has peaked up the US #dollar (currently overvalued against many currencies) hasn't played the safeheaven role some expected showing signs of weakness. The $DXY closing a month below $101 would likely signal the beggining of a new USD bear market"
X Link 2024-08-05T04:47Z [---] followers, [--] engagements
"$USDJPY measured based on Purchasing Power Parity: The Japanese Yen after having reached an all time high undervaluation against the US Dollar seems to have peaked and is now regaining strenght. Despite its recent move its appreciation potential remains large"
X Link 2024-08-05T04:53Z [---] followers, [----] engagements
"Risk off: The $EURCHF is already donw 78bps below [----] CHF for [--] EUR sign of a flight to quality currencies"
X Link 2024-08-05T05:04Z [---] followers, [---] engagements
"#Japan's stock market in free fall. Almost -12% today for the Topix index"
X Link 2024-08-05T05:49Z [---] followers, [---] engagements
"Silver adjusted for money supply has yesterday re-tested successfully (for the second time) its support. No reason for despair here. #Silver"
X Link 2024-08-06T05:58Z [---] followers, [----] engagements
"@Sian04807069 Avec un P/E de [--] ce serait un no-go pour moi. En l'absence de croissance cela fait un rendement annuel de 3% en terme nominal long-terme. Autant avoir un fonds montaire dans ce cas qui n'impliquera pas de risque de moins-value"
X Link 2024-08-06T11:13Z [---] followers, [--] engagements
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