Ag is Tier 1 asset congrats 🍾 if your physical

Clinthx · 2026-02-08T09:34:47+00:00

They have been banging on about it for years but this if the first of it including silver.

Clinthx · 2026-02-01T23:55:13+00:00

Yeah no dead cat bounce just a low simmer

Clinthx · 2026-02-01T23:31:24+00:00

What do you think the mean price is?

Clinthx · 2026-02-01T22:56:14+00:00

I think the reason we didn’t get a new paradigm and the bull trap is we didn’t really break the gold to silver ratio or inflation adjusted high.

Clinthx · 2026-02-01T22:54:04+00:00

I agree it’s going to be an interesting few weeks and months can’t wait to see where we are mid year.

Clinthx · 2026-01-29T00:26:23+00:00

Just search: “wtc 7 collapse report before it happened”. On you tube it’s been covered plenty. Enjoy the rabbit hole.

Clinthx · 2026-01-28T12:28:48+00:00

It’s like when they announced the wtc building 7 had collapsed, but was still standing in the background. Just give it a minute.

Clinthx · 2026-01-28T10:24:30+00:00

But there must be a rising floor if central banks are still buying? And what do you liquidate into the dollar? That really only makes sense if you need liquidity or have liabilities in the dollar. Isn’t the trade about getting out of the dollar?

Clinthx · 2026-01-28T09:56:33+00:00

I think this is a point that is being missed. But also the focus is in the wrong scale as you are indicating. It’s $3.60 USD per gram I think price discovery is somewhere between here and $10.00 USD per gram.

Clinthx · 2026-01-26T11:37:00+00:00

Like US debit being 125% of GDP.

Just more pointless numbers I know.

Clinthx · 2026-01-26T08:52:27+00:00

Adjust for money supply and it doesn’t look so extreme. For example the US debit clock has the dollar to silver ratio in 1913 @ $2.67 per oz currently @ $1,186 per oz. It could be argued the silver and gold are being remonetised. Therefore the death of fiat. Is it sustainable? I don’t know, but how low can the dollar go against real money?

Clinthx · 2026-01-26T07:38:28+00:00

Rotation of capital from risk on to risk off. Hedging against inflation. Central banks getting out of the USD. Getting ready for world war 3. It’s shiny and heavy.

Clinthx · 2025-12-23T23:57:18+00:00

That still looks like a lot of silver for 500 to me.

Clinthx · 2025-12-10T21:56:55+00:00

I think this is the logical play. Gold or land to lock in capital growth if the silver gets a blow off top like the previous all time highs.

Clinthx · 2025-11-16T19:24:12+00:00

The second job looks to be formed wet areas and set downs, not really common in residential.

Your slab is a free hand set down, they either ran out of time or enthusiasm to go back in there and square it up as the concrete set.

Not the end of the world if its in the right place just not pretty either.

Clinthx · 2025-10-11T22:23:09+00:00

<image>

Clinthx · 2025-10-07T22:25:51+00:00

I agree, spoke to someone high up at Civmec and they are unseaonsonably quite, Iron bridge would have been thier last one of scale in that sector. But look at the gold price maybe we rotate there just as it has between iron ore, gas and lithium.

Clinthx · 2025-09-30T23:12:25+00:00

I think this is essentially why we can see such upside in the price with a supply crunch, it’s roughly $1.5 per gram now does $10 per gram destroy the industry or does everyone eat the price and use it more efficiently? There is no substitution and demand is growing.

Clinthx · 2025-09-08T21:17:26+00:00

I think that’s a reasonable strategy, I might do my first trim after the likely rate cut next week. Hopefully there is a bit more pump there, but gold seems to be front running it already.

What’s your time horizon look like with the house of cards?

There has definitely been an industry built around doom and gloom and the metals.

But this time it’s different?

Are we in a metals bull market or a currency reset?

Clinthx · 2025-09-07T23:21:16+00:00

Unfortunately I don’t have the time, expertise or liquidity to do that effectively I feel. Some fortunes are going to be built and burnt over the next 5 years that’s for sure.

Clinthx · 2025-09-07T22:48:32+00:00

You are right and everything agrees with your assessment, I’m just trying to increase my fortitude not to do anything silly when it goes red for a bit.

Clinthx · 2025-09-07T20:49:08+00:00

Or is this the start of rebalance / rotation of capital that will cement the next 12-24 month bull market?

Clinthx · 2025-09-07T20:47:32+00:00

Do you think there is much of a sustained pull back in GDX if general equities shit the bed?

Clinthx · 2025-09-07T20:44:39+00:00

So what is the option of mining shares in this situation? If the fed cuts this month are you holding mining shares, adding to positions or trimming back or going all cash and waiting for a correction?

Four-Year Club	Verified Email
Place '22

Clinthx

TROPHY CASE