@lovemesexy.bsky.social
looks great, but i have still have my doubts around miners here. markets are still red hot attracting fresh capital. very little interest in miners
March 7, 2024 at 9:08 PM
ah ok! i assume you are underwater on most silver miner positions?
March 2, 2024 at 12:56 PM
hi Simon, you are long Gold right? Not miners.
March 2, 2024 at 11:36 AM
gary savage is a little concerned we may only be in DC 3. bad news if invested heavily, good news as we'd get some very good deals in coming months
February 26, 2024 at 1:21 PM
damn, this looks concerning for the mining sector
February 19, 2024 at 9:16 PM
Early October to early march is 5 monhts, say 150 days.
For 4 dailies that seems a little short.... but not impossible indeed.
February 18, 2024 at 2:18 PM
Thanks Simon for sharing your views. i can acknowldge his negative bias, but one would think that missing the length of a weekly by an entire daily cycle is a lot!
February 18, 2024 at 12:49 PM
That makes sense. Can I ask you something? It concerns you as well. I think you've commented on his work. In yesterday's tweet (see below) he (Norvast) anticipates a DCL in DC 3 only. That means DC 4 would bring Gold dramatically lower. How do you see that? Your thoughts are we are in DC 4 already?
February 18, 2024 at 8:47 AM
Thanks Simon, are you quitting X? or stay on X as well?
February 17, 2024 at 1:25 PM