carlosjii
@carlosjii
super-anti-fragilistic-expialidocious. Antifragile: Things That Gain From Disorder.
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“It's a poor sort of memory that only works backwards, ” says the White Queen to Alice. #astrology collapse of US financial system. #gold astrolos.blogspot.com/2018/10/astrol… …
⚡️This email is one of the most quietly revealing artifacts of the entire post-2008 era. Peter Thiel isn’t predicting socialism here. He’s diagnosing the terminal logic of late capitalism: when ownership becomes inaccessible, belief in the system dissolves. He’s mapping…
Here is Peter Thiel’s email to Zuck and Andreessen in Jan-2020 predicting socialism. Tl;dr too much student debt and lack of affordable housing keeps young people with negative capital for too long. And without a stake in the capitalist system, they will turn against it.
Woo-woo. NexGold's Goldboro project headed to construction in Nova Scotia. High-grade open pit. Juicy project. Surprisingly still cheap.🧐
Iraq’s Defense Minister Thabit al-Abbasi recently told the Iraqi state media outlet Al Mada, that he, alongside the Chief of Staff of the Army, the Deputy Commander of Joint Operations, the Assistant for Operations, and the Director of Military Intelligence, held a call with U.S.…
"I curse Donald Trump and his entire party of sycophants and lickspittles to the seven[th] circle of hell, now and for all time,” theguardian.com/us-news/2025/n…
. @Silver47co is stepping up! 🔨 After merging with Summa Silver, it's now a leading US-focused silver explorer with high-grade projects in Alaska, Nevada & New Mexico—well positioned for ri... #Silver #MiningStocks #USMining #SummaSilver #SilverInvesting investingnews.com/stocks/tsxv-ag…
Ivanhoe Mines Announces Q3 2025 Financial Results and Provides Update on Construction and Exploration Activities 👉tinyurl.com/2jr9znnk
These are the gold stocks I am eyeing as gold is down These projects are the most likely to get taken over by mining firms
Wow China already won - without firing a shot - as US concedes (Future headline?) “On Taiwan, they recommend not only reassuring China that it can achieve its reunification objective but also using US leverage AGAINST Taiwan to prevent provocations” RAND 🤯
Apparently I'm not the only one seeing this: x.com/Go_Rozen/statu…
Another interesting take by Robert Gottlieb, ex-executive of JPM Bullion Bank. Gottlieb seems to think that the structural deficit of global silver supply vs demand (India’s huge #Silver demand, and China’s huge industrial #Silver demand) will overwhelm whatever short term dip…
Yesterday, I posted my buy-the-dip list (I'm waiting for sub 5500 on the S&P 500). These are stocks I own that I consider not fully allocated, and I could add shares. P = Producer D = Developer Jaguar Mining (P) JAGGF.US Endeavour Silver (P)…
{PREMIUM} The terrifying truth that has been hidden in plain sight for a century; when measured in real money...GOLD! open.substack.com/pub/metalsandm…
Gold becomes the vix.
Here is Peter Thiel’s email to Zuck and Andreessen in Jan-2020 predicting socialism. Tl;dr too much student debt and lack of affordable housing keeps young people with negative capital for too long. And without a stake in the capitalist system, they will turn against it.
Hard to ignore how cheap oil has become relative to a diversified basket of commodity producers that historically move in close correlation. Commodities rarely diverge for long, and this disconnect suggests oil is among the most undervalued resources today, in my view. All of…
Here are the returns from someone using the GSD website and database. He posted this today on the GSD forum. He is like me and owns a lot of stocks. He is a better stock picker than I am, although I do own 16 of these. 🧐 Aura 47X Wheaton 36X Adyton 32X Omai 32X Freegold 26X…
How long it really takes to recover from crashes: 1907 Panic: –48% … 10 years to make new highs. 1929 Great Depression: –89% … 25 years to recover. 1973 Oil Shock: –45% … 9 years to recover. 1987 Black Monday: –36% … 2 years. 2000 Dot-com Bust: –78% Nasdaq … 15 years to…
here are my paid Substack subscriptions. fintwit related subs are: @AAGresearch @Josh_Young_1 @Globalflows @BurggrabenH @lord_fed @philoinvestor @agnostoxxx @DrRichardWerner and @judahrhodie (fintwitter talking food) 10X value of institutional research. Who is missing?
Most institutional research clients could save 95% of their money and 10x their returns with 5 to 10 quality Substack subscriptions. Seriously. Substack.
Silver is the Mormons, plus Avino, Santacruz, and Americas Gold & Silver. Gold is impossible to pick a top 10. It's hard to pick the winners. Let's do 15. But, from a risk-reward standpoint, something like this: 1911 Gold Talisker Resources Jaguar Mining Aris Mining Asante…
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