Applying math to investing. Passionate about Juniors, PMS and Geopolitics. Buy me a Hot Chocolate with a Cookie on ko-fi.com/silversanta ! Thanks !
Joined May 2014
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Jun 12
#JUNIOR Portfolio
2026 June 12
Performance
Since 1 Week: 2.2%
Since 1 Month: -12.4%
Since 1 January: -11.7%
During 2020: -27.4%
During 2021: 32.1%
During 2022: 41.6%
During 2023: 78.0%
During 2024: 12.6%
During 2025: 258.4%
During 2026: -11.7%
Since 2020: 760.6%
Since 2021: 1086.1%
Since 2022: 797.6%
Since 2023: 533.8%
Since 2024: 256.2%
Since 2025: 216.4%
Since 2026: -11.7%
Averages
Average AAGR: 54.8%
Compounded CAGR: 36.0%
1-Week Best
SAM: 11.3%
EQTY: 10.5%
SSV: 9.9%
EDM: 8.3%
WEX: 8.2%
MLM: 4.5%
1-Month Best
MLM: 64.3%
FOR: 4.8%
EDM: 4.0%
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#CAPITULATION will start to capitulate.
Jun 9
The Gold Miners Bullish Percent Index drops to zero. Yes, you read that correctly. Historical 👀🔥
Total capitulation.
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If the FED raises rates this Wednesday, then the USA goes in bankruptcy. Good for gold and silver, as the USD will fall. They won't. If they leave rates flat, then gold and silver will do also very well as inflation is going higher while rates are flat. If they cut rates, then gold and silver will explode, as there will be lower rates with high inflation.
Roughly 20% of all U.S. tax revenue is used to pay interest on debt, approaching an all-time high 🚨 Probably Fine? 🤔
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Silver Santa retweeted
The only reason Gold and Silver fell was the ongoing war with Iran. War is inflationary. So are high oil prices. Miners got a double whammy. Selling at lower pm prices while having higher oil costs. Now the war has ended. I've loaded the #MINER boat last week.
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GOLD JUST RIPPED TO $4,325 🚀
Up more than $85 just minutes after the open
Get the key levels. Join our Substack. → wallstreetgold.substack.com
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JUST IN: 🇮🇷🇺🇸 Pakistan's Prime Minister announces US and Iran have reached a peace deal.
Signing ceremony is set for June 19th in Switzerland.
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Jun 13
Jun 13
JUST IN: 🇺🇸🇮🇷 Pakistan's Prime Minister expects US-Iran deal to be finalized within the next 24 hours.
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Jun 13
Jun 13
Pakistani Prime Minister: The United States and Iran have reached the final text of the peace agreement
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Jun 12
#JUNIOR Portfolio
2026 June 12
Performance
Since 1 Week: 2.2%
Since 1 Month: -12.4%
Since 1 January: -11.7%
During 2020: -27.4%
During 2021: 32.1%
During 2022: 41.6%
During 2023: 78.0%
During 2024: 12.6%
During 2025: 258.4%
During 2026: -11.7%
Since 2020: 760.6%
Since 2021: 1086.1%
Since 2022: 797.6%
Since 2023: 533.8%
Since 2024: 256.2%
Since 2025: 216.4%
Since 2026: -11.7%
Averages
Average AAGR: 54.8%
Compounded CAGR: 36.0%
1-Week Best
SAM: 11.3%
EQTY: 10.5%
SSV: 9.9%
EDM: 8.3%
WEX: 8.2%
MLM: 4.5%
1-Month Best
MLM: 64.3%
FOR: 4.8%
EDM: 4.0%
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Jun 12
Since the start of the year it has been a real battle to stay afloat. Why stay invested? Because when it starts, the PF will do 50% in a week. I won't miss that. The most money will be made the first weeks. Happen it will. When I don't know. But the Iran resolution, and the Fed keeping flat rates next week, may be catalysts for sure.
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Jun 12
Now do #RATEHIKES lol. It's impossible. The market is wrong.
Jun 12
The U.S. government ran a budget deficit in May of $293 billion, well above estimates and up 32% from a year earlier. The government also paid a record $133 billion in interest, a 44% YoY jump. Annualized, that's $1.6 trillion in interest, 30% of tax receipts! Disaster awaits!
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Jun 12
The play on MLM has been a good one. I made 100% in a few days. I should have bought more MLM. But a new pick has already been studied, and I think it's even better than MLM.
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Jun 12
We are all talking about making profits on Miners. But never forget rule number 1. Capital preservation. It is much easier to avoid -50% then to do 100%. The rule is paramount. If you can't lose much, then you'll likely win much.
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Jun 12
I sold ORV and I already regret it. But I calculated the coming Q results. Production will be lower and AISC will be higher. Bolivia will add costs, but no production. Bolivia situation is also uncertain, even when things seem to be going in the right direction since today.
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Jun 12
I'm now at 1.6% cash. I went 30% cash on Monday, to go back all in Thursday morning. The timing was excellent. I think we have seen the worst with the PMS and the Miners. The thing is that this volatility is absolutely normal in a bull run, and will only get worse lol. Help us God. May day.
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Jun 12
A positive week after all with 2.2%. The PF did -11.7% since the start of the year, but as the Miners are all at bottom rock, and as they need 60% 80% 100% to get back to their February levels, the PF will continue to go up and will see its ATH very soon. The PF is now down -29.5% from its ATH.
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