I've been asked what am I buying, and what would I buy in a - recession - inflation - stagflation - soft landing 🤣🤣😅😂😂🥹🥹😆🤣🤣🤣🤣🤣 ok, seriously if I woke up and was limited to buying one thing, this would be it. $SPROTT JUNIOR URANIUM MINERS ETF (URNJ.US)$ above the mid bollinger, but let it get another good sell-off to shake the weak out and allow the brave fortune seekers in. You see that wave up? how herky jerky it is zig zagging up? that's what commodities do. Then they have a big bull...
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cheerfulknight
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Hi, is commodities heading up after rate cuts? With the full unwinding of JPY in the near term and coupled with interest rate cuts, USD will depreciate and stock market would drop too?
iamiam
OPcheerfulknight
:
when the markets drop, everything drops. commodities recover faster and stronger. there is a new round of price discovery coming. for the first time in nearly 50 years, everything will be adjusted. do I think everything will drop initially in the new price discovery? yes. do I know when the new price discovery will take place? no, although I can guess September at the BRICS meeting. I just know I want to hold commodities because they trade 1:1, nvidia, for example, trades at 40 times profit to earnings. which one gets sold first during price discovery
There’s something important happening right now. It's the re-emergence of nuclear energy. To put it simply, the nuclear energy world is undergoing a tidal shift. As you’ve read in our previous emails, amidst an ever-widening uranium supply shortfall future availability has been further tightened due to geopolitics and the isolation of Russia – a critical source of uranium and uranium fuel services. As you can see ...
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Not before end of the second quarter 2025. the reserves still be high and the price by lb. I see IMHO is on the third bottom consolidation. Damage that Canada it is very slow on giving permits.
Kevin Matte
OP
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They could have talked about it but they usually focus on uranium, it was an exception that he talked about other metals. Thank you, these are companies that I didn't know about that I'm going to keep an eye on ^^
Now that stupid happy, happy fun time is over, and debt has consequences. It's time to get real and serious. The Green dream was a stupid elitist nightmare to make you allocate money into their stupid unsustainable venture start ups. Now, these have to pay interest on debt. Ruh, Roh, Shaggy! $SolarEdge Technologies (SEDG.US)$ $Enphase Energy (ENPH.US)$ they've been getting crushed. and although they may be close for me to bottom pick. They will continue to be funded by governments. becaus...
Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry. Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry.
The "Big Five" refers to Canada's five largest banks—Royal Bank of Canada, Toronto-Dominion Bank, Bank of Nova Scotia, Bank of Montreal, and Canadian Imperial Bank of Commerce—which dominate and significantly influence the country's financial sector. The "Big Five" refers to Canada's five largest banks—Royal Bank of Canada, Toronto-Dominion Bank, Bank of Nova Scotia, Bank of Montreal, and Canadian Imperial Bank of Commerce—which dominate and significantly influence the country's financial sector.
cheerfulknight : Hi, is commodities heading up after rate cuts? With the full unwinding of JPY in the near term and coupled with interest rate cuts, USD will depreciate and stock market would drop too?
iamiam OP cheerfulknight : when the markets drop, everything drops. commodities recover faster and stronger. there is a new round of price discovery coming. for the first time in nearly 50 years, everything will be adjusted.

do I think everything will drop initially in the new price discovery? yes.
do I know when the new price discovery will take place? no, although I can guess September at the BRICS meeting.
I just know I want to hold commodities because they trade 1:1, nvidia, for example, trades at 40 times profit to earnings. which one gets sold first during price discovery
cheerfulknight : What is your analysis for QQQ and SPY today?
iamiam OP cheerfulknight : today, Friday the 6th? flattish to down. I don't like anything yet.
cheerfulknight iamiam OP : Hi, after the rate cuts, is tech stock leading the rally this time round again?
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