Silver will keep see ing retreats this week @ $70. I’d expect that level to act as resistance until Friday or next week. Closing over 70 on a weekly basis starts a whole new leg. I went over the about … Continue reading →

“Your cash ain’t nothing but trash” Bessent confirmed the game yesterday afternoon coming out of the Whitehouse in a extemporaneous Q&A for the rest of the world that was trying to spin Money printing. Room members had the confirmation early … Continue reading →

Same game-different guy-same outcome. Mr. market is saying prove it! Intervention is a mugs game particularly when it’s Iran calling the shots. It’s all in the spreads. Brent is running today’s show. Oil should be firm into late day. Metals … Continue reading →

I’ve been singing the same song for the past 5 years! The long end has a destiny in the 7% range. Nothing has changed about the path and destiny of #’s than macro justifications ” the why” for it. I … Continue reading →

We’re one month out from the qtrly Matrix class. Sustaining my energy after 52 years I becoming problematic. I did not write last week during a 4 day probing and Stan ran the room. For those of you who are … Continue reading →

Wednesday rules apply. There were a few attempts at breaking down the risk spreads yesterday only to have the patterns revived with Coreweave and SK Hynix last night. Silver Miners have room into either side of 95. David and I … Continue reading →

Room members were given the parameters for Oil, & Metals yesterday. You don’t need to be in the room all day, you just need to access your notes before the end of day to see where to adjust your positions. … Continue reading →

The me first President is alighting the strategic minerals names again. RKLB earnings are out today. I focused on this name rather than SPCX thinking it was less risky. What I thought was just a trade to make some money … Continue reading →

Silver and Gold are into initial resistance levels. Gold/Suisse is into its 200 DMA. Have to let these instruments breathe. Uranium and the rare earth names are picking up. I’ll look again after everything settles out. Oil…79.20 was the level … Continue reading →

Now everyone is talking about the Gold which the room bought Monday when the Silver miners started picking up. I could care les about the why. I saw a dubious article on Bloomberg where the writer spoke like a politician. … Continue reading →