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Strategies & Market Trends : TRIPLE TRADES -- Ignore unavailable to you. Want to Upgrade?


To: Tweets Boar Hog who wrote (4440)1/7/2026 8:20:53 AM
From: yard_man  Respond to of 4446
 
Thanks for the clarification.

Big picture seems obvious with Trump:

he has resources as one important priority of shoring up US economic and military security

-- whether that means freeing up resource industry from harmful regs or making "further acquisitions"

I don't know how important the BRICS thing is -- people have been talking about for years

The shift of CBs toward being their own custodians of PMs is a real trend and is moving us more toward the multi-polar currency regime -- which I think is a healthy thing and something that Trump/Bessent are not opposed to (they like weaker dollar -- just not too quickly??)

Just that chart that is floating around showing CB holdings of gold surpassing US treasuries is enough to know that a long term shift has begun -- all of the youtube pundits are starting to show it know



To: Tweets Boar Hog who wrote (4440)1/7/2026 8:28:59 AM
From: yard_man  Respond to of 4446
 
silver miners are still badly lagging the metal --
and to a lesser extent that is true of gold --
even though miners, in general, are up significantly since April of last year ...

call me a starry-eyed bull --
but before this crazy bull is done --
I expect this terrible underperformance as evidenced by these two ratio charts --
to be rectified in a big way

stockcharts.com

stockcharts.com

can also plot this one -- maybe more apt as silj has a lot of gold in it

stockcharts.com

It's amazing that these ratios for silver miners to the metal are scraping April lows --
underperformance is something you mentioned much earlier --

The gold miner ratio chart looks like it wants to break out to me ...

Feel free to give the counterpoint with your cycle work ....