Next great investment: Gold and Silver

Antimony, whose supply is dominated by China, is a critical mineral for defense production. The mineral’s utility stems from its flame-retardant properties and its use in essential tools, including bullets, nuclear weapons, infrared missile technology, lead-acid batteries, and night-vision capabilities. To support such production, the United States uses over 50 million pounds of the mineral annually, 90 percent of which is imported. For the sake of national security, domestic production must be maximized to the largest possible extent.


trump overall is doing a good job but he came too late...............trump should have run in 2000

after saying to china their tariffs would be 145%.... ...now trump has to make china's deal...it will be less than 10% ...


china is an industrial power....the US cannot be one unless a reset comes.
 
MrTop said:
113 billion ....LOL

but the US owes 37 trillion + 3 trillion in tax cuts

+6 % market in 2025....this came because of the tariffs

last year + 25%...under an 80 year old that could not talk
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What a dumb statement, you cant get 25% returns every year, as a matter of fact it's almost impossible to get 2 back to back years like that in a row unless you're coming off some huge crash.
 
Cathie Wood of ARKK I believe was the first to tout the idea that Tesla’s biggest value would be in autonomous robo taxis. About a year or 2 ago, Whitney Tilson echoed the sentiments that this would disrupt everyone’s way of life. That we would all buy an EV, then “rent” it out to those who wanted to use it for rideshare.

I think there’s some flawed premises here; unless one lives in Manhattan, the loop in downtown Chicago, or in San Francisco, most people elsewhere have cars. And many actually like driving. And I believe the general population is hesitant to get into a riderless (autonomous) vehicle. IMO, autonomous trucking will be adopted much quicker.
 
Valuist said:
Cathie Wood of ARKK I believe was the first to tout the idea that Tesla’s biggest value would be in autonomous robo taxis. About a year or 2 ago, Whitney Tilson echoed the sentiments that this would disrupt everyone’s way of life. That we would all buy an EV, then “rent” it out to those who wanted to use it for rideshare.

I think there’s some flawed premises here; unless one lives in Manhattan, the loop in downtown Chicago, or in San Francisco, most people elsewhere have cars. And many actually like driving. And I believe the general population is hesitant to get into a riderless (autonomous) vehicle. IMO, autonomous trucking will be adopted much quicker.
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The good news is all the immigrant uber drivers will be out of work. No more blue cities demanding higher pay for them, no more tipping.
 
pro analyser said:
www.scmp.com

China looks to Africa as testing ground for global roll-out of yuan

A growing list of African nations have made deals to explore or implement use of the Chinese currency for trade and financial transactions.
www.scmp.com www.scmp.com
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this is big.....they will take over africa..i knew they had digital too

this is why stable coins were approved..?.. but i don't think it is anything but to knock out venmo etc ?

i think the bank will release their digital coin in the future
 
will china start to move again ?........it was doing real good before liberation day


the answer is yes....IF....the US maybe will give china nvdia chips H-20.......in exchange for rare earths...august 1st deadline

GXC------China S&P.........exp. ratio 0.59
FXI--------Large Cap........exp. ratio 0.74
 
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MrTop said:
will china start to move again ?........it was doing real good before liberation day


the answer is yes....IF....the US maybe will give china nvdia chips H-20.......in exchange for rare earths...august 1st deadline

GXC------China S&P.........exp. ratio 0.59
FXI--------Large Cap........exp. ratio 0.74
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Only way to play China, IMO, is BABA. After a couple years of consolidating a big downturn, it's been on the rise. Michael Burry and David Tepper have made big bets on it.
 
Valuist said:
Only way to play China, IMO, is BABA. After a couple years of consolidating a big downturn, it's been on the rise. Michael Burry and David Tepper have made big bets on it.
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baba is good...these are 2 indexes .....they have baba in it just the holding is not 100% of baba. ....baba is like amazon on steroids... a solid play. it is from the ground up ...supply and manufacturing of their products.

getting the cars and phones are good too. like BYD ...tencent etc
 
% of Total Portfolio.........with FXI

Xiaomi Corp.​


8.93%

Tencent Holdings Ltd.​


8.77%

Alibaba Group Holding Ltd.​


8.72%

China Construction Bank Corp.​


6.23%

Meituan​


5.46%

Industrial & Commercial Bank of China Ltd.​


4.53%

BYD Co. Ltd.​


4.13%

NetEase Inc.​


3.92%

Ping An Insurance (Group) Co. of China Ltd.​


3.64%

Bank of China Ltd.​


3.59%
 
mr merlin said:
What a dumb statement, you cant get 25% returns every year, as a matter of fact it's almost impossible to get 2 back to back years like that in a row unless you're coming off some huge crash.
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wrong you can get more than 25% every year but you won't get it in a s& p index. An investor has to move around.
equities are not static they cycle

you can do it in an industry index...individual stocks are easier.....something like gold too......you laughed at me 3 years ago about gold.......then it made about 60%


you said nuclear plants were not going to be built.........LOL...........i bet nuclear.........+250%
 
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cheapseats said:
Import prices for June 0.01. Less than expected. Whaaa!a
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look at agriculture stocks........they are moving up.......inching slowly +2-3% today

it always starts with the chemicals......then the farm food then .....supermarkets...kroger...........KR +16.75% YTD ........food is not going up ???
 
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MrTop said:
wrong you can get more than 25% every year but you won't get it in a s& p index. An investor has to move around.
equities are not static they cycle

you can do it in an industry index...individual stocks are easier.....something like gold too......you laughed at me 3 years ago about gold.......then it made about 60%


you said nuclear plants were not going to be built.........LOL...........i bet nuclear.........+250%
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I never said they shouldn't or couldn't be built, I said it's a pipe dream that will take a decade or more and then it wont matter.

And yea, that 25%/yr works great...until it doesn't.
 
I own MOO, which is an Ag ETF. Farming has gotten much more efficient thru analytics, and likely AI going forward.
MrTop said:
look at agriculture stocks........they are moving up.......inching slowly +2-3% today

it always starts with the chemicals......then the farm food then .....supermarkets...kroger...........KR +16.75% YTD ........food is not going up
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Valuist said:
I own MOO, which is an Ag ETF. Farming has gotten much more efficient thru analytics, and likely AI going forward.
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There are some very good companies in this index. However, I don't think they don't turn over the index quick enough so a few stocks that are lemons cancel some of the very good companies out....you will still make money..the larger ones carry the negative stocks

some of these stocks like MOS...are close to 50%
 
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GRNY large cap ETF ....this has a lot of different stocks inside...robinhood, oracle ,AMD, Nvdia, GEV, GS, GE, netflix , crowdstrike & axon......robinhood is the largest holding at 3.6%

with a .75 expense ratio

from fundstrat - tom lee

anything that tom lee touches wins..... worked for chase at one time

first year out of the box +16.2%
 
MrTop said:
metals stocks

FCX +3.94%----trump said this one a while back at the whitehouse
XME +4.05%

continue to win...for months


here comes rio tinto RIO and BHP----trump also said RIO


tommy lee said etherum will bump up...he was correct on his info...jp morgan said this will move also

ETHA +7.53%


Anything food NTR , MOS & IPI......oil not going away
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There's 2 big players in copper: FCX and BHP. With the 50% tariff imposed on copper, have to really prefer FCX over BHP as FCX is based here while BHP has no mines in the US.
 
Valuist said:
There's 2 big players in copper: FCX and BHP. With the 50% tariff imposed on copper, have to really prefer FCX over BHP as FCX is based here while BHP has no mines in the US.
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CPER +42.21% YTD
FCX +20.91 % YTD
BHP +11.89% YTD ---just starting to take off
RIO +9.46% YTD---UK version of BHP
XME +35.55% YTD ------metals from state street
CCJ +49.35%-YTD
 
mr merlin said:
Other than vegetables do we import much food?
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stocks prices for food going thru the roof


MOS ---fertilizer +47% YTD

kroger +17.23% ytd


sprouts farms +23.71% YTD


IVOL +11% ---inflation hedge


CTVA ---+30.9% Corteva, Inc. engages in the provision of seed and crop protection solutions.

DE +20.93% john deere


inflation is knocking you over
 
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mr merlin said:
Other than vegetables do we import much food?
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USFD +24.83% YTD US Foods Holding Corp. is a foodservice distributor, which engages in the frozen and dry food and non-food products to foodservice customers throughout the U.S


DASH --- doordash +40.53%
 
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