The western hegemon is breaking down due to historical patterns of military overreach, excessive spending, and unsustainable debt, which will eventually lead to a crisis unless structural reforms are implemented, according to the creator.
The Trump administration is described as desperate for a deal ahead of a congressional election to prevent oil prices from spiking and gasoline from reaching $5+ a gallon, as high prices would be politically damaging; coordinated oil withdrawals by countries, particularly China, are noted as finite and unsustainable over time. The chief of naval operations under the Biden administration is cited as having stated that the Navy needs to prepare for a war with China in 2027, which the creator considers a ridiculous and implausible assertion.
The uranium market is currently in a deficit of about 20 to 25 million pounds this year, with supply around 175 million pounds and demand at approximately 204 million pounds, but the real focus is on the long-term imbalance expected to widen significantly in the 2030s due to utility buying patterns and delayed supply ramp-up. The long-term price is not being influenced by utility buying £100,000 on the spot market.
Bitcoin is approaching resistance at 66,000 to 67,000 within a parallel channel, with limited upside expected, according to the creator.
Platinum may be putting in a bottom and forming a bull flag on the 2-hour chart, while palladium shows a stronger breakout and similar bull flag pattern, suggesting upward momentum. This analysis is attributed to the creator.
Natural gas is more likely to move up than down due to a positive RSI divergence and a potential bull pennant forming with confluence of rising 50-day, 150-day, and 20-day moving averages, as stated by the creator.
Oil is likely to move up next week due to support at the 200-day moving average and the middle of a parallel channel, with Fibonacci retracement levels aligning, and XLE showing bullish consolidation forming a bull flag, according to the creator.
The creator notes a potential retrace next week, describing the current candle as bearish and dogey-ish. They believe the recent drawdown is essentially complete and anticipate a move higher from here, despite the short-term downside. The creator maintains a limit order at $45 for URMM but doubts it will be hit, suggesting the downward move may be nearing its end.
The creator stated that we're likely moving down next week due to a topping tail and bearish-looking bars, with the potential for the upward sloping trend line to break down.
Gold is breaking out of a triangle pattern, and the move is quick and strong, which is typical for this pattern; I think gold will outperform the US dollar going forward. Worst case scenario, I think we go to 3500. And like I said, I think the odds of that are very low. And our upside here, I think over the next couple of years is probably seven or 8,000.
The sudden rush to liquidity from hedge funds forced to unwind yen carry trades could create short-term volatility in US-denominated assets, but this will be a passing storm.
Agniko's decision to sell its junior equity portfolio to fund a share buyback suggests a belief that the current value of its junior assets is less than their intrinsic worth, reflecting a preference for immediate value over potential future gains.
Origin is a premium-priced company with substantial cash, proven assets like the Armatano royalty and Matano discovery, and a successful exploration track record, including the Walker Lane asset sold to Anglo, which supports its valuation.
The creator is cautiously optimistic that Mr. Carney will overcome his anti-carbon bias and facilitate the movement of more gas hydrocarbons from Alberta out to BC, which supports holding Birchcliffe and Pato.
The copper price has been much stronger this year than anticipated, leading to strong performance in development-stage copper stories like Marramaca.
The lithium industry is currently over-supplied due to a past shortage of processing capacity rather than a shortage of lithium itself, and the emergence of direct lithium extraction by major energy firms could disrupt hard rock lithium producers, according to the creator.
The odds of gold going down to the price range of 3500 to 3600 got significantly lower, according to the creator.
The Sprat physical uranium trust is trading at a 12% discount to spot uranium, and despite the discount, the fund is buying more uranium, which suggests it's a good time to buy, according to the creator.
Platinum is grinding sideways with a bare flag pattern, but the angle is greater than 90°, reducing certitude; the creator is waiting for a drop before considering a position.
Copper is trading within a parallel channel since June 24th, with a potential continuation to the upside, supported by the 200-day moving average and a partial bullish flag pattern, according to the creator.
Gold has broken out of a triangle pattern and is showing violent upside momentum, with the 20-day moving average and the upper trend line acting as key support during a retest; alternatively, gold has had a pullback of almost 30%, and the cash held during this period has earned about 4% annually, resulting in a 2% return over six months without enduring the decline from 5,500 to 4,000.
We are forming up kind of a bull pennant here, so it looks to me like we are going to be moving higher next week on the S&P 500.
The company has a tier one global rare earth deposit with a measured resource of 1.6 billion tons, is weeks away from producing its DFS, and will be the low-cost producer in the Western world, capable of producing as much as the two major Western rare earth producers from day one.
Nickel is turning as production has been curtailed due to low prices and environmental concerns in Indonesia, with potential upside from domestic US sources, processing innovation, and scrap recycling, according to the creator.
The creator is looking for development-stage mining plays with permits, viable metallurgy, reasonable capital intensity, and favorable jurisdictional risk that could attract mid-tier acquirers. Additionally, the creator notes that grassroots exploration could go to zero, and that the second phase—when retail leaves and institutions enter—could lead to a slow rise as projects de-risk.
Uranium is undervalued with a 10% discount to spot price, and the term contract at $95.50 suggests future price appreciation; buying during periods of market hate is a strategic approach. Broken. That's usually a sign that we're pretty close to the bottom. This is another favorite way I have of playing this.
Copper is up 1.5% for the week, and COPX is up 6% for the week, so the creator believes this one's probably going up as well; it's a decent time to take a position right on the red line, above a rising 200-day moving average.
The creator states they believe silver is at significant support around $54, with additional support at $47 and $48, and a potential target of $120. They note the floor may be around $47–$48, with upside to $120, and consider physical silver bullion to have a favorable risk-reward profile. The creator also mentions that while there may not be known beta silver plays, an ETF is presented as a straightforward way to access silver exposure.
We're getting close to the end of a triangle pattern in gold, which often leads to a violent breakout, and I believe we're at a pivot point where it will go up after hitting a floor and making higher lows. This will break out to the upside, and we're here at the bottom.
Oil is likely to reverse back down after reaching near $93.50, with a potential break above the parallel channel and trend line targeting $96, but the risk-reward isn't favorable for longs; WTI and Brent have filled the gap, and it's more likely next week or the week after that we roll over and start going down, according to the creator.
Rick is skeptical about the lithium market due to uncertainty around direct lithium extraction technology and its potential to disrupt the industry.
The creator sold their position in AZIMMIT because the company shifted from being a prospect generator to a risk exploration company, which no longer aligned with their investment thesis.
The deal with Glenor for the offtake of Jaguar nickel concentrate into their Sbury operations in Canada serves as a credentializing step, signaling market confidence and attracting further interest and inbound inquiries. The structure of the agreement is consistent with the economic studies conducted, supporting the payability assumptions.
The test validated the deposit, with confirmation of mobile hydrocarbons in the upper and lower horizons, though the effectiveness of the completion remains uncertain, according to the creator.
The project has an inferred resource of 1.46 million ounces of gold, with potential for a 30 to 40% increase in measured and indicated resources upon the next resource update, driven by 32% more drilling data and assays, with an updated resource expected by March of next year and a preliminary economic assessment to follow.
Seabridge trades at about 9 cents per dollar of NPV at $4,000 gold, implying the market assigns roughly 1/10 probability that KSM will ever find its builder, with Newmont being the most likely bidder due to its regional investment and higher cash flow multiple compared to copper producers.
Informational only — In it to Win it’s view, decoded by Plutus. Not Paid Daily’s advice or a recommendation. Levels and claims are extracted from what the creator said; verify before acting.