#gold #goldstocks #uranium
Gold stocks are cheap relative to their business prospects. All-in-sustaining costs (AISC) are around $1500/oz; gold just made a new weekly closing high last week. Many gold mining companies are achieving 50% plus operating margins.
The companies are ignored and cheap. This is a tremendous opportunity for astute investors.
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Trumpâs Revolution
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LOOK AT FORTUNA MINING IT IS DIRT CHEAP 90% GOLD 460K AND AISC $1600 BUYING BACK STOCK AND THE STORY IN 2026 EVEN GETS MUCH BETTER AT $4.47. $8/$10 IS REAL.I THINK GO'S ABOVE $3200 BY END OF YEAR>
oh wait, let me get the popcorn
I saw those useless departments government created. Those people never work, never! They are getting paid 80-100k a year.
Long offshore natural gas
Norwegian companies like BW lng and flex lng
The new DeepSeek R1 artificial intelligence out of China is matching OpenAI with an order of magnitude less CPU consumption. Throws into question the recent massive capital expenditures. It came out of the blue. Things like that can shake market confidence.
Thanks for your service
As always, wonderful content. We are one exogenous shock away from some issues. Stick to your guns. Retail has the nuclear stocks flying high (Oklo, smr, etc) floating to valuations on memorandums of understanding and $1 of revenue not expected for 5-7 years. It's a shell game as we have all seen many times before.
Accounting and fundamentals don't lie. Hard to watch these skyball stocks and missing out but plenty of games in the markets, dark pools, etc. this one will end badly.
Thanks, John.
I am looking at stuff like electric cracking and cabon dioxide fermentation (Like india oil and others) and I start wondering if refineries can have huge effency upgrades at refineries. Just like I look at bio-oil yields from wood where they are making wood ethanol and wondering what is so great about soy beans.. I figure ethanol supply and demand can go up quite a bit and get exported more.
I agree with you John about being wary about tech stocks. I much prefer the slow path to more wealth. Franco Nevada, Wheaton Precious, Agnico-Eagle, and Exxon…….all boring stocks for the people who are smitten with tech.
Uranium stocks are where uranium stocks were several years ago.
Thanks John, appreciate the info
4% of the world, 51% of the world's currency, if people are selling Americans goods and it costs 4 cents per hundred dollars to create then USA get's that benefit, can the dollar ever be replaced as it will always exist without raisin g inflation and if people around the world are refusing american dollars then they could be coming back home, where would they go except the stock market, could this be the "small rise" moving forward as it all has to have a different home.
YOU are indeed suggesting a CRASH…………………………………………………………..
I think Colombia is one place I'd do some research if I was younger. China, I think you can wait for a few years, but China will be the place to be in10 years. I worry about a wider scale war beginning in either Ukraine or Israel. This might really be a serious hit on Western stock markets, and especially the US stock market if the war spreads to our country (the US). My big worry is WW3 nuclear conflagration. In that case, stockpiles of food might be the best investment. Physical gold is better than any investment dependent upon electricity. Scary times. The deep state is going to keep Trump reined in, but he will nibble around the edges. Better than nothing. Still, Trump needs to grow up diplomatically, and get rid of his ego, and impetuous nature. I wish I had good advice for all the young people watching this video. Good luck to all of us. Be kind and compassionate towards our fellow humans.
Thank you for the Texas common sense reporting!
Huge thank you from Brazil.
Have a shot of whiskey every time John says "again"
Don Jr flew in for a day gave some homeless people a free meal for photo OP and left. LOL. Danish NATO allies are not entertaining trump imperialism
7:25 very, very true. a international index fund i see pushed a lot top heaviest holdings are big tech or big sp500 components.
the research institute iam working in is rather small, we bought a bunch of GPUs and now we consume 40KWh/week (exponentially increasing). Hitting now the maximum of what our cables can take in terms of Ampere and we are locked at this level, loosing the rat race even for just having enough gpus do run some LLMs for research.
IT is somewhat transforming from a virtual almost-restriction free set of business models into sort of a tech feudalism thing.
What else will get gold stocks moving higher? More wars? More expensive goods & services? More debt, as if they've stopped printing and borrowing? Another pandemic, even?
The Hang Seng in HK has been pulverized. Stock that actually pay good divs, 5-8%. A lot names trading at 4.5 to 20 pe. Priced to reality no fantasy
Thank you John. Your posts are a must watch for me. I agree with just about everything you say, and very informative.
I bought a miner in Brazil thats in a bull pasture..
I'd rather buy US value stocks or the equal weighted index instead of non-US stocks… there's more to the US than cap weighted SPX
So you're saying go all in on $SBSW đ
what are the biggest gold mining companies to research? or possibly a big etf?
Trump calling for interests drops immediately and claiming he's gonna fight inflation,seem kinda contradictive.you can't beat math and physicađ¤ˇđťââď¸
Russia is very active in the artic
https://youtu.be/Rz3WcZjcZgE?si=eKkJKJHhx_0ELxdq
Commercial real estate bust.
I agree with 90% of what you're saying. But regarding ukraine/ EU, it's not the EU that wanted this conflict- it's the US. NATO is in europe to: 1)keep the US in europe 2) keep russia out of europe and 3) keep germany down. Ukraine's ,,colour revolution"; johnsons ,,no negotiations"; nordstream act of war- the US loves to stirr up chaos and fish in the muddy waters (~Lavrov)
You missed the Bus on DeepSeek R1. Tomorrow Uraniun going to free fall. Electricity demand drop significantly with this new AI modell
Another great episode John
𤣠SPY still at ATH, John over here yelling stocks are done lol
Tell us how you really think about Larry Fink.
John, one of your best!
Whatâs your Venmo bro.
Even friggin' "liberal" Starbucks is going to be shedding DEI people. Realism wins eventually.
"If" or when there is a Global liquidity Crisis , Gold will be the first to plummet it always does ! Then the Miners will be priced so cheaply that you would be a fool to pass on them , because Gold will then be the first to rebound higher after all the margin calls are satisfied and then the Pro's step in and let it run higher !
Most of the nuke electric plants that have been shutdown have been in operation longer than the design life.
Alberta here, good luck on the Drill Baby Drill. Always a good listen, 2nd half really good.
why don't you do an episode where you try to counter-argue all your points (ie we're in a bubble)
John youâre still the best out there
One hallmark of a good investor is the ability to be open to new ideas and even ideas he doesnât necessarily believe in or is biased with. The fact John has to warn and pause before going into the âpoliticalâ section is really amusing. And like it or not, politics will have an effect on most if not all assets. So for those who actually skip the section please grow up.
Trump is the deep state…. He is just a good salesman