Next great investment: Gold and Silver

Mr. Top,

Have to wonder when guys like you and I are spending a lot more time on the S & P than the boring, low margin MLB market, maybe its the sign of a market top, or close to it.
 
Mr. Top,

Have to wonder when guys like you and I are spending a lot more time on the S & P than the boring, low margin MLB market, maybe its the sign of a market top, or close to it.


well i am very disappointed about the sports betting tax situation from trump. There is not enough push back by the bookmakers.. I have not forgot about MLB and NFL. I will pick my spots in sports until my health gets bettter.
As for stocks...trump 2.0 is way different than 1.0 It is a stock pickers market for sure...trump keeps knocking back the S&P
gold , silver along with Ethereum are back on track...PLTR continue to win +31.49% last 30 days
MP still red hot +124% last 30 days

i use the 5day, 20 day, 1 month, 6m and YTD at swaub
 
well i am very disappointed about the sports betting tax situation from trump. There is not enough push back by the bookmakers.. I have not forgot about MLB and NFL. I will pick my spots in sports until my health gets bettter.
As for stocks...trump 2.0 is way different than 1.0 It is a stock pickers market for sure...trump keeps knocking back the S&P
gold , silver along with Ethereum are back on track...PLTR continue to win +31.49% last 30 days
MP still red hot +124% last 30 days

i use the 5day, 20 day, 1 month, 6m and YTD at swaub

So you don't see any correlation to 2000? I know you are old enough to have remembered what happened. Palantir is like JDS Uniphase 25 years ago. We've seen it before.
 
So you don't see any correlation to 2000? I know you are old enough to have remembered what happened. Palantir is like JDS Uniphase 25 years ago. We've seen it before.


IMO plantir is a defense software company along with helping out the CIA. So their numbers look messed up until the gov't helps them out. Alot of their money from the gov't never sees the balance sheet. Why ? the gov't does not want china and russia to know what the real numbers are.

they have been in all the wars since early 2000's. They are not going away.
 
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IMO plantir is a defense software company along with helping out the CIA. So their numbers look messed up until the gov't helps them out. Alot of their money from the gov't never sees the balance sheet. Why ? the gov't does not want china and russia to know what the real numbers are.

they have been in all the wars since early 2000's. They are not going away.

You are basically saying you are aware of revenue streams for Palantir that the analysts, who cover the stock very closely, see all the books etc, are not aware of. With all due respect, this is very hard to believe.

Yet, according to the price action (to this point), that would back up your point. I'm skeptical.
 
You are basically saying you are aware of revenue streams for Palantir that the analysts, who cover the stock very closely, see all the books etc, are not aware of. With all due respect, this is very hard to believe.

Yet, according to the price action (to this point), that would back up your point. I'm skeptical.


national security comes before anything.

I also believe the US has more gold than they claim...it is just not on the balance sheet..

japan was caught doing this.... and i would say china does it now. It would be foolish to tell another gov't how much gold you have.
 
how bad is tourism doing..........las vegas is empty

TICKER : BEDZ

last year it was +21.68%...Last 3 years : +12.18%

this year.....YTD : -2.49%


trump fired the jobs girl....LOL...i wonder why?
 
in both 2001 and 2007(3 weeks after rate cut) the sand p 500 sold off after a rate cut. Will history repeat itself.
 
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I think she's right. Go to CNBC or Fox Business and you will never hear talk like this. But the alt media knows it.


agree,. If you walk into a bank or most financial advisors they will frown if you mention gold and silver and push you to equities. This video is a bit of trying you sell you something but brings up some good points.
 
Strong Breadth:

When a large percentage of stocks within a market or sector are advancing, suggesting broad participation and a healthy trend.

Weak Breadth:

When only a small percentage of stocks are participating in a market move, while the rest are declining or moving sideways. This can signal a potential vulnerability or impending reversal.




it is definitely weak
 
Strong Breadth:

When a large percentage of stocks within a market or sector are advancing, suggesting broad participation and a healthy trend.

Weak Breadth:

When only a small percentage of stocks are participating in a market move, while the rest are declining or moving sideways. This can signal a potential vulnerability or impending reversal.




it is definitely weak

Even the Mag 7 is now like the Mag 3. And that's swapping AAPL for PLTR.
 
Even the Mag 7 is now like the Mag 3. And that's swapping AAPL for PLTR.


Apple is bringing the S&P down..-6.75%.. trump said the US is the hottest country right now...what does he mean by that?... yes he is fixing a lot ... and a lot is theater. What is he doing with the tariff money?...we still owe 37 trillion

i read our electric bills are going up $15-20 per month going forward to pay for AI..

VTI is +8.21% YTD

that's hot ?


the market was +25% last year
 
Apple is bringing the S&P down..-6.75%.. trump said the US is the hottest country right now...what does he mean by that?... yes he is fixing a lot ... and a lot is theater. What is he doing with the tariff money?...we still owe 37 trillion

i read our electric bills are going up $15-20 per month going forward to pay for AI..

VTI is +8.21% YTD

that's hot ?


the market was +25% last year

I think AI and robotics are going to disrupt a lot of old-guard, blue chip type companies. I hear how Walmart is going to be utilizing robots at all their North America distribution centers. The efficiency will increase considerably, while needing far less workers. A company like Caterpillar, very involved in the data center buildout. Just an example of 2 non tech companies, who should see a big boost in EPS due to AI.
 
NVDA and AMD have to kick back 15% to trump....this has never happened before in the US... companies have to kick back money....this will hurt stock holders
 
Change From Month One Year Ago
June 2025
+2.6%
May 2025
+2.4%
April 2025
+2.2%
March 2025
+2.3%

The PCE price index, released each month in the Personal Income and Outlays report, reflects changes in the prices of goods and services purchased by consumers in the United States. Quarterly and annual data are included in the GDP release.

1755007597903.png
 

Wholesale prices rose 0.9% in July, much more than expected​



need a cut.............real soon....market getting hit

china has not bought any soybeans so john deere had mass layoffs...... tariffs not working. china was ready for trump 2.0
 
The #'s indicate that companies are absorbing the tariff cost as final demand users, read consumers, are not seeing a pass thru of tariff. Might, just might look at 10 yr. It has gone no where. Keep it up Top. Liberal media living rent free.
 
The #'s indicate that companies are absorbing the tariff cost as final demand users, read consumers, are not seeing a pass thru of tariff. Might, just might look at 10 yr. It has gone no where. Keep it up Top. Liberal media living rent free.



that is in the beginning.... they hold it then it's you pay........ if you look at the service industry.....it is not making money +3.4% YTD... that is why vegas is hurting


last year the service industry was +30.25%.............for the last 10 years averaged +12.63%


THESE ARE FACTS.
 
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Because most tourists came for THE STRIP and THE STRIP only.....................THE STRIP IS NOW A SHITSHOE


you got it wrong...it is all over the country... the service industry is struggling


my friend cannot get a burger at 5 guys.... $25.....
 
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USAR; another rare earth. The govt hasn’t invested in this one, at least not yet.

UNH, which got below 240 for exactly one day two weeks ago, has had a sharp turnaround. It comes out today that Berkshire recently bought a billion worth of UNH.
 
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The US gov't i see is starting to invest in companies instead of just giving them money with NVDA ,MP and looks like INTC too.... the CIA .in the beginning to get off the ground with google and Plantier... tesla was well known ... ......they would probably fold if the US held back

trump is very wide open with deals to help the investor....AND the people working at these companies...The CEO will get less like it was in the past.... very interesting twist. Only trump can make moves like this...any other president would be scared.... move trump's power rating up !

jury still out on tariffs/inflation
 
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The US gov't i see is starting to invest in companies instead of just giving them money with NVDA ,MP and looks like INTC too.... the CIA .in the beginning to get off the ground with google and Plantier... tesla was well known ... ......they would probably fold if the US held back

trump is very wide open with deals to help the investor....AND the people working at these companies...The CEO will get less like it was in the past.... very interesting twist. Only trump can make moves like this...any other president would be scared.... move trump's power rating up !

jury still out on tariffs/inflation

I don't think the government should be picking winners and losers. That's what the market is for.
 
INTC looks like a GM bailout. Their stock has been underperforming. They put a lot of people to work so hopefully they bounce back.
 
hertz and amazon going into the used car business

target -10% the recession is here


valuist is spot on....... PLTR...down 15% last 5 days...... US gov't cancelled 800 million dollar contract
 
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