01-29-26 leopardo
I don’t think today’s movement means a reversal for
the metals. We shall see.. |
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01-29-26 panasonic
Spal, try to stay solvent ;-)
Economic metrics will run similar to airline fares, no profits in coach, first class covers whole flight expenses.
As long as coach people are ok with coke and pretzels we have a chance to arrive to destination, if they riot we all go down. |
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01-29-26 carib
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01-29-26 pillz
| that a good day for jnug -44 points :-) |
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01-29-26 pillz
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01-29-26 pillz
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01-29-26 spal
| Reducing metals exposure. |
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01-29-26 pillz
| interesting gold go, up, like crazy , but jnug go down to my average calculation :-)) |
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01-29-26 spal
AI is likely to magnify prosperity, but it will also magnify risks, and it cannot fundamentally change human nature. A better description of what AI will create is leverage in the economic, political, and military realms. What nations choose to do with that leverage will determine the future. Technology cannot, and does not, erase incentives, undermine money, or invalidate scarcity. It only changes the terrain on which human beings pursue them.
https://thedailyeconomy.org/article/even-elons-techno-utopia-wont-make-money-meaningless/
Panas - yes agreed, not so fast ... it will be a bubble, that is all. |
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01-29-26 panasonic
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01-29-26 panasonic
| PBR one day one dollar... |
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01-29-26 panasonic
Spal, not so fast...meta and googl are doing more than ok.
Aapl reports today, will market punish for staying on the sides? |
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01-29-26 spal
| The AI and Bitcoin trades are now on the ropes. |
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01-29-26 spal
In commodities, Brent crude futures hit $70 a barrel for the first time since September after US President Trump warned Iran to make a nuclear deal with the US or face military strikes far worse than the attack he ordered last June.
Copper surged by the most in more than 16 years, surging about 6% and earlier hitting a record above $14,000 a ton as metals extended a dramatic start to the year, fueled by a wave of intense speculative trading in China. Spot gold also crossed $5,500/oz for the first while silver briefly surpassed $120/oz, extending its year-to-date advance to around 63%.
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Probably start exiting some metals positions today - rotating to energy and rate sensitive (curve steepening) schtocks |
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01-29-26 panasonic
Spal, Savo
UBI theory stronger than ever, we can sit in performing assets during transition. |
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01-29-26 spal
BlackRock Inc.’s Rick Rieder — an advocate for more aggressive rate cuts — has emerged as a top contender to replace Jerome Powell as Fed chair later this year.
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01-29-26 spal
| Bullion jumped as much as 3.3%, building on a 4.6% leap in the previous session – the biggest one-day gain since the height of the Covid-19 pandemic in March 2020 |
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01-29-26 spal
There are plenty of voices warning that the spectacular gains in metals have run ahead of real-world demand. There’s likely a “technical adjustment” coming as physical buyers in China balk at higher prices, Goldman Sachs Group Inc. co-head of China equities Trina Chen told Bloomberg TV on Wednesday.
... watch margin adjustments on Comex or the Shanghai exchange |
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01-29-26 spal
“This is all driven by speculative funds,” said Yan Weijun, head of nonferrous metals research at Chinese trader Xiamen C&D Inc. “It’s likely all Chinese money given the surge is in Asian hours.”
Prices gained as much as 7.9% to trade above $14,000 a ton for the first time ever. The industrial metal, which is used in almost every electrical application, has risen about 25% since the start of December.
Iron Ore, Zinc, Aluminium starting to move also. |
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01-29-26 savo
| the world running away from the fiat fiasco... des-fiatization |
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01-29-26 spal
| Metals moving large in overnight trading. |
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01-28-26 spal
COP
CONOCOPHILLIPS
One of the oilers best positioned for major margin expansion with an oil price rise. |
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01-28-26 spal
| Gold miners ... set to rip further ... I see large orders coming in now on my order system |
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01-28-26 carib
Israel is assessing reports that the United States and Iran are holding discreet contacts and that Washington has presented preconditions for possible negotiations on a new nuclear agreement, according to a Wednesday report from N12.
Israeli officials have expressed concern over the possibility of an agreement they view as unfavorable. |
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01-28-26 spal
Commercial traffic over Iran is present but subdued relative to normal peacetime patterns.
Temporary closures have curtailed activity periodically, and many airlines voluntarily avoid the airspace as a risk mitigation measure.
There is no persistent total absence of commercial flights, but the current geopolitical context has clearly depressed and rerouted much of the regular traffic. |
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01-28-26 spal
ARMN News
Junior Gold Miners Take the Lead as 2026 Prices Rise
08:20 AM CST, January 28, 2026Updated 55 minutes ago, January 28, 2026 at 8:20 AM CST
VANCOUVER, British Columbia, Jan. 28, 2026 (GLOBE NEWSWIRE) -- EquityInsider.com News Commentary — The mining sector enters 2026 with analysts forecasting most mineral and metal prices to edge higher[1] as robust M&A momentum targets energy transition assets. Government policies have emerged as the single biggest driver of investment activity[2], with survey respondents identifying political support as the primary catalyst for deal flow. Lake Victoria Gold (TSXV: LVG) (OTCQB: LVGLF), Aura Minerals (NASDAQ: AUGO), 1911 Gold (TSXV: AUMB) (OTCQX: AUMBF), G Mining Ventures (TSX: GMIN) (OTCQX: GMINF), and Aris Mining (NYSE-A: ARMN) (TSX: ARIS), this macro alignment is accelerating valuations as geological quality and technical execution define the current cycle. |
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01-28-26 carib
| Commercial air traffic in the sky of Iran looks normal.. |
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01-28-26 spal
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01-28-26 spal
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01-28-26 spal
Copper
What is new compared to prior years, is the rapid build-out of data centres. AI-driven compute expansion requires massive grid connections, high-density cabling, transformers, cooling systems, and power distribution infrastructure, all of which are copper-intensive. As a result, copper demand from data centres alone is forecast to rise from approximately 1.1 million tonnes in 2025 to 2.5 million tonnes by 2040. This is a new driver that sits alongside electrification, not replacing it.
https://seekingalpha.com/article/4863102-the-coming-copper-squeeze-miners-stand-to-benefit
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01-28-26 spal
Is An Official U.S. Gold Revaluation Coming?
Jan. 27, 2026 10:05 PM
Steven Saville
https://seekingalpha.com/article/4863188-is-an-official-us-gold-revaluation-coming?mailingid=43778154&messageid=2850&position=rta_analysis_popular_main_3_textlink&serial=43778154.15981&source=email_2850&utm_campaign=rta-author-article&utm_medium=email&utm_source=seeking_alpha&utm_term=43778154.15981
Saville is a very calm, sober (some like me would say perhaps a bit boring) analyst ... but here we are. |
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01-28-26 spal
The Mining And Metals Supercycle- Driven By AI And The Deterioration Of Fiat Currency Values
Jan. 27, 2026 3:09 PM ETState Street® SPDR® S&P® Metals & Mining ETF (XME)GLD, GDX, GDXJ, SLV, SIL, SILJ
Andrew Hecht
https://seekingalpha.com/article/4863081-the-mining-and-metals-supercycle-driven-by-ai-and-the-deterioration-of-fiat-currency-values |
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01-28-26 spal
| Gold and Silver making large moves up into the late evening here in the US. |
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01-28-26 spal
| A largely unnoticed development is going on in the energy sector (XLE), and it spells a more bullish message for the market. The percentage of stocks in the energy sector that are at 52-week highs has risen above 31% for the first time in over 300 days |
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01-28-26 spal
Plausible Price Shock Scenarios
Analyst models and historical patterns suggest:
Scenario Likely Impact on Brent Crude
Asymmetric interference (mines, drones, GPS jamming) +3–10 % risk premium
Short-term partial shipping delays +8–15 % spot spike
50 % throughput reduction for a month ~$110/barrel (+30 %) (Goldman model)
Near-closure/blockade (unlikely) $120–$150+ (JPMorgan and historical analysis) |
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01-28-26 spal
Signifiocant mining of the Straight of Hormuz - will likely cause immediate suspension of insurance on shipping in that area. Fast boats are now massed and available for "suicidal" disruption attempts. Large drone armory assembled to harrass traffic. Proxy activity expected.
Unless oil stocks are available - watch for spikes in price. |
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