Macro · Energy · Metals | Author of Money Mind: Beyond Speculation amazon.com/Money-Mind-Specul… CEO @DgtlComms
Joined November 2009
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Pinned Tweet
7 Dec 2025
No One Needs Silver or Gold:
But You Need Oil & Gas — Every. Single. Day.
open.substack.com/pub/brayde…
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Jun 2
Iran is bigger than Iraq, Afghanistan, and Vietnam — and those dragged on 9, 20, and 20 years.
Worth keeping in mind before betting on a fast Strait of Hormuz reopening.
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May 31
Fort Knox reality check: most of its ~4,600 tonnes is .900 coin-melt, not .9999. Even if every bar's there, you can't hit the market without re-refining. Accounted for isn't liquid. That's the story nobody's telling.
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Brayden Sutton retweeted
May 29
peak euphoria: “Today will likely be the largest SPX call volume sessions of all time. Calls have made up 70% of every option traded” - Goldman
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Brayden Sutton retweeted
May 29
Every great mine begins as an idea on a map and a conviction that the earth still holds secrets worth finding.
A love affair with the unknown.
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Brayden Sutton retweeted
May 14
There is a time to go long, time to go short, and time to go fishing.
Jesse Livermore
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May 13
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Brayden Sutton retweeted
This is a concerning chart but grounded in reality.
The surge in gasoline prices is likely leading commodity grains.
The next wave of food inflation is already here.
tavicosta.substack.com/p/gra…
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Brayden Sutton retweeted
Despite the recent turbulence, silver’s breakout from its five-decade cup and handle remains 100% intact, holding above the key $50 level.
This is the time to be optimistic, not pessimistic, and silver is still dirt cheap compared to where it is headed.
$PSLV $SLV
ALT Despite the recent turbulence, silver’s breakout from its five-decade-old cup and handle pattern remains 100% intact, as evidenced by silver holding above the key $50 level
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Brayden Sutton retweeted
7 Dec 2025
No One Needs Silver or Gold:
But You Need Oil & Gas — Every. Single. Day.
open.substack.com/pub/brayde…
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Brayden Sutton retweeted
Apr 25
Gold, silver, commodities, energy, oil - what we've seen so far is NOTHING compared to what this chart implies is likely to come in stage 1 👇
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Apr 24
RT @ericnuttall: I now believe it likely that we will forfeit ~1.1BN barrels of production by the end of May, plus lag effects beyond that…
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Apr 13
Ask @claudeai what @HemisphereHME's earnings would look like based on last quarter, but at $100 WCS
23 Oct 2025
Hemisphere Energy ( $HME $HMENF $HME.v) — most slept-on name in the patch.
• 2.5x cash flow
• 9% covered yield
• Zero debt, stacking cash
• Aggressive buybacks
• Rockstar, proven management
• Oil upside stable base
Paid to wait. Positioned to run:
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Brayden Sutton retweeted
Friendly reminder:
The silver junior bull market has barely begun.
Manic outperformance.
That’s how cycles end - not start.
Juniors are still near decade lows vs silver.
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Brayden Sutton retweeted
Jan 8
The solution to low prices, is low prices
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