SpaceX IPO info

Panama ! #TikTok vt.tiktok.com/ZSxpbMEVu/

Mining companies today are generating the largest profit margins of any sector in the global economy by far. Much of the market remains asleep and still analyzes mining through an outdated framework from decades ago. To be clear: Miners today are producing profit margins nearly double those of tech companies. At current metal prices, this environment is absolute nirvana for well-run mining businesses. tavicosta.substack.com/p/min…

This is why Bitfinex is fully committed to El Salvador

Welcome to the most asymmetric trade in modern financial history. The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return 217%, GSCI Total Return 205%, Gold 140%. NASDAQ trails at 130%. S&P 500 at 85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade. Get long. Buckle in. Hang on for the ride. Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

There's over $13 trillion being managed by sovereign wealth funds. A country of just five million people owns the biggest one. visualcapitalist.com/the-wor… via @visualcap

Frank Giustra | What Could Go Wrong? Lots. frankgiustra.com/posts/what-…

Top 10 Bitcoin holders as of today.

… Iterla Asset Management does it again… proudly brought to Panama, El Salvador’s Bitcoin Sovereign Wealth Fund CNAD the Digital Assets regulator “Activos Digitales y Tokenization: El ecosistema que sigue transformando a El Salvador “ linkedin.com/posts/el-d�%A…

RT @NorthstarCharts: @garysavage1 Hi Gary. I'm not sure if I've seen you use ratio analysis, but I'd urge you to consider this chart and th…

… first inaugural Panama “Swiss Mining Institute” Conference sponsored by -Iterla Asset Management-

Just left Panama. Definitely coming back. This place rocks. It has a lot to offer. I'm considering residency and making it my plan B. @Mayer

Let me stress again that traders need to expand their charts so they can see the big picture. There are two major takeaways from this long term chart. First notice how radically the rate of ascent changed when gold broke the cartel suppression in 2024. This is almost certainly an indication that metals are entering the final phase of this 26 year bull market. This phase will include a true "bubble period". By the end of this phase the gold:silver ratio will drop back to at least 30:1 and possibly as low as 20 or 15:1. (Currently 62:1) Next, notice the 13 year base that preceded the breakout. Most of you know the rule. "The bigger the base, the higher in space". A 13 year base isn't going to only produce a 2 year, less than 200% rally. Most likely what we are experiencing right now is a midpoint consolidation to cleanse sentiment and set the stage and build the fuel for the second part of the parabolic phase. During this phase it's not unusual for price to double in a year to year and a half. Now you know why I say $10,000 is going to be a piece of cake. That's not even a double from the all time high of $5600. A double would take gold above $11,000. And because human emotions overshoot it's not completely out of the question that we could see $15,000 gold before this bull market ends. So for heaven's sake ignore all the traders and analysts that are stuck in recency bias and trying to find reasons to be bearish. In a massive bull market that has broken out of a 13 year base and transitioned into a parabolic angle of ascent you have to find reasons to be bullish. Reminder: The SMT will remain open for new subscribers for 2 1/2 more weeks until the end of Apr. smartmoneytrackerpremium.com…

(New Video) Has the commodity bull market already begun? Most commodities are far below real highs, and valuations vs equities are near century lows. Adam Rozencwajg, CFA, explains why the cycle may still be in the early innings. 👉 Watch this brief 3-minute video: hubs.li/Q048CqK-0 -- #Commodities #Investing #Macro #Energy #Inflation #ValueInvesting

It’s official. Agricultural commodities have broken through a nearly 20-year resistance level. I expect this move to accelerate from here. When energy moves, agriculture tends to follow — it’s a natural lag in the macro setup. Be mindful of the social and political consequences of rising food prices. My latest macro presentation: tavicosta.substack.com/p/opp…

It’s only appropriate to revisit this chart after the recent move in markets. And yes… We’re still in the early innings of a regime shift from financial assets to hard assets. The reality is simple: Commodity markets play a critical role, yet their size still fails to match their importance. Latest macro update with key technical and macro setups: tavicosta.substack.com/p/sim…