Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (197034)	3/7/2023 10:07:58 PM
From: sense	Respond to of 217544

I've been poking more actively, recently... also expecting useful to see more now, as opportunity may occur... And, have remained skeptical about "market action" and explanations for such over the last week... although AI was a pretty good trade last week. Finding "stellar auctions" coinciding with magic money suddenly appearing to support "retail" buying everything... not overly credible... given other evidence that "retail"... appears lifeless. Not just PMs... noting lithium sustaining its price rise... even as "can't get there from here" appears true, not just relative to future EV expectations... while cobalt is currently moving oppositely... definitely worth poking at here... as it is IMO more likely than lithium to encounter near term supply/demand bottleneck issues... I see many I follow keeping noses to grindstones and making massive gains in "value added"... while the market yawns and looks the other way... and, that's not a bad thing... to have a decent shopping list of "things on sale" as considered surplus now... that are things worth stocking up on for future "shortages"...