Founder of Vaapad Capital. The only trader on X publicly mirroring his IBKR balance & trades in real time. Not investment advice. Non sine periculo. ↓

Deutschland
Joined January 2018
New interview with @Oliver_MSA by @capnek123. I fully back Michael Oilver's assessment, to 100%. The entire debt and equity market is going to discharge into gold, silver and miners. The financial market is simply DONE! You can see it in the debt market but also everywhere around you. We are now entering a new era. Gold will wash away the great pile of lies of the past decades in one massive flood and let the free market be born anew. Make sure you watch this if you want to survive this cycle.
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Arsonists can smell fire before the rest of us do.
BREAKING: Central banks around the world are quietly stockpiling four times as much gold as usual and are moving it out of the US, per FORTUNE
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Eric Weinstein: 100% of the population has gone completely insane — And here’s the proof Not a metaphor. He says you can pretty much prove it. Biden spent four years with the nuclear football while declining. Almost nobody treated it as a crisis. Stage-managed, like Roosevelt. The entire management of COVID was completely fake. We still can’t “get to the bottom” of Jeffrey Epstein. Nobody trusts Harvard. People are losing faith in CNN. Everything is bananas, fictionalized, managed wall-to-wall. We’re living in what he calls managed reality. Most people have accepted it. He’s stuck watching it.
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I believe we are very close to a revaluation of gold. The elites in the know are using algorithmic price suppression to force as many people as possible out of the trade before it happens because it has become too popular. In their view, they have to act now to prevent China from accumulating more gold than the US. If they revalue to $25,000 it would balance the budget and would buy the US enough time before their economic collapse to build out the military for a big showdown. It's the only chance they have left and they will take it.
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Officially the US has around 3.4 times more gold than China. But I believe it's closer to 2, maybe even below that. By making gold this expensive and devaluing the dollar to such an extreme they could prevent them from buying at such a pace at the open market and could stay competitive economically for a bit longer. They will use a big escalation in the Iran war as the scapegoat to turboprop the military and then fight it out.
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The low is in.
This quoted post is unavailable.
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Come on retards, sell your silver, gold, miners if you really believe they’ll go so much lower. 99% of FinX believes we’re heading straight to hell. I’ll await those who are left in Eden in the coming months. We will see new all-time highs faster than a lightning strike can fry you.
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I love the sentiment in silver. Although I lost 10% of my portfolio today my inner child keeps smiling. This is the sentiment you need for a god candle to be born.
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Based on the incoming untinkered data we are at 10%+ inflation and negative 5% real rates. The sell-off in gold, silver, commodities will go down in history as the dumbest and most manipulated market state ever. They want your positions before the big melt-up. Resist.
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In the best case szenario China will revalue Gold before the US does. If they know what they are doing they'll bust the US economy through such a move and prevent WW3 by it.
Broker comment on Gold: ‘Price Discovery Moving East: Valcambi, one of the world's largest gold refiners, plans to establish its first refining operation outside Switzerland in Hong Kong, according to Bloomberg .. The announcement supports Hong Kong's broader ambition to strengthen its position in the global gold market, with authorities also pursuing initiatives including a gold clearing system, a new bullion benchmark and yuan-denominated gold futures. Hong Kong now has over 30,000 tonnes of gold storage (LBMA’s total incl. ETFs is just 9kt with a rolling float of just 1.2kt), with 1Q27 planned as the official international launch of Hong Kong’s system (currently in pilot mode)’
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This chart is so fake, only there to prop up the U.S. AI bubble. But this one gets closer to the truth and explains why the sell off happened. China is gaining market share at an unprecedented speed. Their token costs are substantially lower and soon they will also dominate wafers. Another big reason for the US Dollar to collapse. Btw, the U.S. has lost 25% of their Reaper drones over Iran and Yemen because China and Russia are supplying man pads en masse.
Still no AI slowdown...
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Minervini bragging about his silver exit has to mark the low in silver.
I love when the crowd disagrees with me. Jan 29, 2026 was one of those days.
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I've amassed so much silver and gold exposure, Ray Dalio would be jealous. Highly confident that the low is in.
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United States trying to flip Myanmar, a key pro China rare earth hub. Could trigger a rare earth export ban by China.
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Those short-sellers are the US elites by the way, Blackrock, Vanguard and the people behind them. They try to keep commodities down so China doesn't get the leverage in the market. It will backfire hard and they will accidently engineer the largest commodity melt-up in history.
Even after the massive sell-off over the past few weeks/months, the short interest in many U.S. critical minerals, lithium, uranium and rare earth stocks remains extremely high. It seems that most short sellers have not yet covered. 👀🇺🇸 They're playing with fire..
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Plotted back to 1693, silver appears to be in a massive, 300-year cup and handle formation. We are still at the early stages of the breakout.
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Silver 1802 real, official inflation data I see $500 in 2027 and $1000 in 2028 In the previous centuries the value wasn't coupled to energy as it is beginning now. The competition between monetary and technological value will lead to the greatest rise in its history. This unique situation happens only once in a civilizational development. The coming rise will pave the way for the enormous amounts of silver needed for the technological age. Monetary value will see the last big glow up in the coming years and will then be ousted by gold. And much later by nothing once abundance has arrived.
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This chart is useless because it's based on the 5-year expected earnings growth. Because of the AI bubble those expectations are immensely inflated. Just them correcting through massive revisions or reality kicking in would bring this ratio back in line. It's a sign of a bubble and not a sign of the market being cheap. But it gives the bulls an excuse to crank valuations to an even more extreme level in the short term.
Peter Lynch said “If the P/E ratio is less than the growth rate, you may have found yourself a bargain” Well what if that’s true for the entire S&P 500?
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Every religion has this anchored as a sign for the messianic era.
This chart shows you exactly how much the real value of labour has collapsed over the decades. The number of hours the average worker would need to work to earn 1 ounce of gold is at a record high. Fiat money is becoming worthless
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Averages Wages / Gold will likely go down a lot more. Caused by the total destruction of fiat money.
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