/CMMG/ Commodities, Macro, and Mining General

[Anonymous No.49740513]

Japan Countryside Edition

>Why are we investing in commodities?
https://youtu.be/E4yPZel6iNw
>The Rotation of Money
https://youtu.be/n96yXD0Z5Rw
>Supply Deficit
https://youtu.be/bJGiIp7uGGQ
>Peak Supply
https://youtu.be/GkLKBqI1hfI
>Electric Vehicles Battery Minerals and Supply
https://youtu.be/dIc3_hT39Tc
>The Fed is Trapped
https://youtu.be/6359DuAgg-A
>What do huge returns look and feel like?
https://youtu.be/a2ZHDb3rD1w
>Rick Rule: When Gold & Silver Price Goes Up, They Make You Lots Of Money Quickly
https://youtu.be/skBWhlOxO-I

Commodities include
>Precious metals
Platinum, Gold, Silver
>Energy
Oil, Natural Gas, Uranium, Coal
>Base Metals
Copper, Nickel, Zinc
>Others
Water, Agricultural, Salt

Mining for Noobs
https://pastebin.com/5uWth6eG
More information for each commodity
https://pastebin.com/tduUv8Ny
Calculators for DD
https://pastebin.com/TsRtpKHs
/CMMG/ approved gold and silver stocks
https://pastebin.com/yv5gVyei
Mining company rundown
https://pastebin.com/n9dRBgL4
Steer Clear List
https://pastebin.com/V571vwse
News Sources
https://pastebin.com/bQFESpBL
Best brokers?
Fidelity is the best and Interactive Brokers for Europoors

>Youtube channels to follow
Palisade Gold Radio, Mining Stocks Education, Sprott Money, Goldsilver pros (Rob Kientz), Finding Value Finance, Gregory Mannarino, Peter Schiff, Macro Voices, Crux Investor

>What is Austrian economics?
https://mises.org/what-austrian-economics
>Austrian economics books
What has government done to our money (Rothbard), The mystery of banking (Rothbard), and Profit & Loss (Mises)

Previous: >>49675140

[Anonymous No.49740553]

>>49740513
me want fuck that woman

[Anonymous No.49740674]

If Japan crashes and commodities moon, is that God finally giving us luck we have been deprived of? Get rich and use that money to start a cheap life.

[Anonymous No.49740694]

Bayhorse is still going to be a massive winner. Let not the price deceive ye.

[Anonymous No.49740737]

>>49740513
i am buying so many crude oil calls today

[Anonymous No.49740947]

>>49740674
we can hope

[Anonymous No.49740999]

>>49740674
>cute Japanese mail order brides will become a reality

[Anonymous No.49741086]

>>49740694
deluded baggie doesn't understand maths

[Anonymous No.49741160]

rolling for bitcoin to go to zero

[Anonymous No.49741175]

>>49740947
she's perfect

[Anonymous No.49741923]

>>49740553
>>49740674
>>49740999
Digits! WAGMI
>>49741175

[Anonymous No.49742501]

so Russia cuts natural gas supply and the price goes down?

[Anonymous No.49742912]

Told y'all we were entering a recession that would take down oil price. All you had to do was listen, you did listen didn't you, anon?

[Anonymous No.49743236]

>>49742501
Dutch TTF spiked like crazy what are you on about
https://tradingeconomics.com/commodity/eu-natural-gas

[Anonymous No.49743276]

>>49740674
God is hooking us up.

[Anonymous No.49743528]

Happy times for those who were able to time the patriot battery bottom better than I was.

[Anonymous No.49744033]

>Mfw if we make it through all of these Uranium supports.

The markets do seem to be decoupling at an increasing rate, but I hope we get that big ass dive under the supports and tank 20-30% from here.

[Anonymous No.49745314]

Bitcoin bros got too cocky.

[Anonymous No.49745459]

>>49745314
I still don't get bitcoin or other crypto aside from it's utility in money laundering to be honest. I'd be curious how much of bitcoin's rise isn't organized crime funneling money into bitcoin to sell.

[Anonymous No.49745589]

>>49745459
>I'd be curious how much of bitcoin's rise isn't organized crime funneling money into bitcoin to sell
Bitcoin isn't even good for crime

[Anonymous No.49746372]

>>49745459
The Quebec pension invested $400 million into the Celsius network. So yes, that goes without saying.

[Anonymous No.49746431]

>>49741160
rerolling

[Anonymous No.49746661]

>>49746372
>The Quebec pension invested $400 million into the Celsius network.
This is insane

[Anonymous No.49746744]

>>49746661
It has some ties to some prominent Montreal families.

[Anonymous No.49747023]

Meat is back on the menu boys!

[Anonymous No.49747125]

>>49746372
kek, I wonder if they met the "head" of institutional lending at Celsius

[Anonymous No.49747209]

>>49746372

This makes me think of the giga depression we Finns had in the early 90s, when our money was cheap as fuck and banks along with pension sector invested into absolute horseshit scam projects in tax havens and lost it all.
Boomers are going to get absolutely fucked in the upcoming collapse.

[Anonymous No.49747248]

>>49747209
The scale of corruption in a lot of pension funds is truly baffling really.

[Anonymous No.49747277]

>>49746661
Quebec is like a slice of Europe in North America.
Take that anyway you want, then square it and divide it by its inverse.

[Anonymous No.49747367]

>>49747248
They're basically just gambling institutions.
Scariest part is that on average they need to pull about 6-7% yearly or they're not even breaking even.
They're flat out unsustainable when economy isn't pulling constant growth.
Imagine if the West ended up in a Japan style situation where we went sideways for 30 years straight. Every pension fund would shit the bed within the first decade.
I wager we're going to see a lot of the boomies calling their kids and demanding a free place to stay. Too bad the generational wealth building didn't quite work and the younger generations don't have places to house their parents.
It's going to be an interesting ride when these big players start collapsing.

[Anonymous No.49747539]

>>49747367
ZIRP was enabled by shale. And everyone got addicted to cheap credit.

[Anonymous No.49747646]

>>49745314
Schiff is loving every second of this

[Anonymous No.49747965]

>>49747209
mutts also cucked every single one holding dollar loans which were popular here at the time

[Anonymous No.49749781]

If you were still thinking about whether natgas is going to go up or down, just look at how hot the summer is. Even /v/ is seething about it
>>>/v/602791341

[Anonymous No.49750105]

my gold/silver stonks crushed again, a small position in Atlas Salt only thing keeping me from committing Sudoku

[Anonymous No.49750167]

>>49746661
this makes me feel cozy when i realize my exposure is
XOM
CVX

and a few other oil and gas stock

[Anonymous No.49750221]

>>49742912
i think next week we see oil go back up.

libya - offline due to warlords
iraq - going offline this summer due to food and electrical shortages
UAE and KSA - no more spare capacity and both like oil at $120
no demand destruction in US drivers.

[Anonymous No.49750493]

>>49746372
Can you imagine how El Salvador is feeling. The president invested million in Bitcoin. Kek

[Anonymous No.49750717]

>>49750221
Oil specs are acting like bond vigilantes. The CB's are trying aggressively to root them out now. With low open interest the volatility is going to be insane.

[Anonymous No.49750923]

>>49742912
Am I supposed to give a shit ? I don't intend to sell my gold and silver miner until the next cycle top. I welcome low prices.

[Anonymous No.49750958]

>>49740513
Inagine the giant killer hornets humming and hovering in the room the morning after fucking this trap, but not recognizing both because she made you unconsciously drunk with cheap synthetic sake

[Anonymous No.49751441]

>>49750923
>I don't intend to sell my gold and silver miner until the next cycle top. I welcome low prices.
historically those peaks are spaced out far enough over time that most junior miners will go bankrupt between them.

[Anonymous No.49751982]

>>49751441
Your post make no sense. You think you know what you're talking about. You don't. You're just looking for a reason to be a swingkek.

[Anonymous No.49752281]

>>49751982
I don't buy junior mining stocks

I own an industrial firm that mostly cleans up messes left by bankrupted junior miners. I work for the EPA, USDA, DOI, and individual mining companies. In 20 years I've never come anywhere close to running out of work. Junior miners drop like flies in bear markets, and at a steady clip in bull markets as well.

[Anonymous No.49752329]

Anyone here have opinions on buying TLTs/bond ETFs?

[Anonymous No.49752446]

>>49752281
Oh it's you Bob. Should've recognized you.

Glad you're still making big bucks.

We will prove you wrong this time though.

[Anonymous No.49752502]

>>49750105
give me letters and numbers

[Anonymous No.49754191]

KOLD bros, looks like BOILers got too cocky.

[Anonymous No.49754999]

>>49740737
Should I sell?

[Anonymous No.49755050]

Blue Lagoon chads we're winning again today, from down 14% to up 1%??

[Anonymous No.49755485]

>>49747367
>I wager we're going to see a lot of the boomies calling their kids and demanding a free place to stay. Too bad the generational wealth building didn't quite work and the younger generations don't have places to house their parents.
Speak for yourself. My parents although we're Boomers did not accept boomer memes about kicking out their children. I'll take care of my parents since they took care of me. My parents let me live with them and save tons of money and paid for my education. They will be allowed to stay with me and watch over my children.

[Anonymous No.49756067]

>>49750105
You may not like it, but this is what the peak female form looks like.

[Anonymous No.49756175]

>>49747646
His podcasts this week show it more than usual, you get the sense he’s about to bust a nut every time he takes a shot at Michael Saylor or CNBC.

[Anonymous No.49756703]

> tfw bought the uranium meme

[Anonymous No.49756776]

>>49756703
>I knew they were trying to crash the system
>I still bought uranium

[Anonymous No.49756907]

>>49756776
Make it stoppppp

[Anonymous No.49757136]

>>49756703
>>49756776
was I smart to skip Rick's uranium bootcamp?

[Anonymous No.49757407]

>>49756067
>>49752502

[Anonymous No.49758276]

>>49754191
Looks like KOLD fag here isn't tired of losing money yet!

[Anonymous No.49758570]

>>49745314
>>49745459
>>49747646

[Anonymous No.49758858]

>>49758276
>BOILer bought the top.
Kek, cope and seethe more.
See you at $3.

[Anonymous No.49759146]

A 12mill MC explorer call nine mile metals posted some XRF results of their core samples a few days ago. They got some real nutty grades, averaging more than 7% copper over like 20 meters. They're supposed to be getting the formal assays sometime soon, which may include some bonus gold. Not really sure if I want to gamble on this one though since there are a bunch of things I'm unfamiliar with. Does anyone know how accurate XRF is anyway and why more companies wouldn't be using them to post some preliminary results given the long assay lab delays?

[PAN MAN No.49759236]

>>49759146
yea XRF is ok but not totally accurate, got to treat it like its a gamble. Neat project though.

[Anonymous No.49759423]

>>49759236
Okay, thank you for the info. I think I'll stay out of this one since I'm already holding some higher confidence plays.

[PAN MAN No.49759659]

>>49759423
XRF scanners can only ID the material its presented with, it cant go deep into a sample, so treat it as though its an approximation of what might be in the sample, its not a replacement for a true assay.

[Anonymous No.49759760]

how's the math going?

[Anonymous No.49760195]

>>49759760
>math
kek
Picrel is the KoolAid dispenser's other pump.

[Anonymous No.49760437]

>>49760195
brutal, I've made my share of mistakes, but at least I didn't chase and drink Jim's koolaid. Don Durrett drank up

[Anonymous No.49760548]

Is it still too much of a falling knife?

[Anonymous No.49761377]

>>49746372
>The Quebec pension invested $400 million into the Celsius network
source?

[Anonymous No.49761431]

ITS BEEN TWO YEARS SINCE I BOUGHTED ASAHI CYBER ROUNDS

WHY ARE THEY THE SAME PRICE???

[PAN MAN No.49761519]

>>49761377
its official, hang on CBC news was doing a bunch of cope journalism on the matter I ll try and find a link in a moment. Its not a great look for the fund at all, as they seemed to have known there was something shady going on and went in anyway.

[PAN MAN No.49761558]

>>49761377
https://fortune.com/2022/06/14/celsius-freezes-assets-big-canadian-pension-plan-that-backed-the-network-on-the-hook/

https://www.washingtonpost.com/business/celsius-crypto-fomo-proved-irresistible-to-finance-pros-too/2022/06/13/19343fae-eb3b-11ec-9f90-79df1fb28296_story.html

[Anonymous No.49761702]

>>49761558
nice. this is exactly the type of shit that needs to happen to the crypto scam space

[Anonymous No.49761975]

>>49761558

a crypto market collapse could be a bonanza for gold, let's go

[Anonymous No.49762281]

>>49741086
You mean diluted

[Anonymous No.49762607]

>>49761975
Bitcoin is shit for many reasons but calling it drea. money is kind of a stretch when coins, fiat, and literally every asset is imagined and assigned value by people. Silver and gold are made of atoms! Such imagination!

[Anonymous No.49762674]

How much do I need to start?

[Anonymous No.49763012]

>>49762281
>diluted
Yeah, that, too.
I see fat man is replenishing his shares that he sold last year, with interest:
From May 18 news release: "Company has settled $256,680 of convertible debenture plus accrued and unpaid interest of $21,940.12 through the issuance of 5,572,402 common shares of the Company at a price of $0.05"
What a piece of shit. But it's ok, he has a
>beautiful accent

[PAN MAN No.49764067]

Looks like Glencore is having a great year!
https://www.mining.com/glencore-trading-profit-poised-for-best-ever-year/

And Congo is going after a chinese partner on a project.
https://www.mining.com/web/congo-miner-threatens-to-seize-cobalt-project-from-chinese-partner/

[Anonymous No.49764693]

>>49740513
I did not look at my portfolio this week bros.

[Anonymous No.49764771]

Reminder that schiff was pissed about Bitcoin being a scam 7 months ago.

https://m.youtube.com/watch?v=YaNXa4yLv-w&feature=youtu.be

Everyone complains when someone predicts something but it takes months for it to come about.

[Anonymous No.49764922]

>>49740513
Buy japanese charcoal

[Anonymous No.49765474]

>>49764771
this is the interview that let me know machinsky was a scumbag

[Anonymous No.49766458]

>>49750105
>>49752502

So is $GPL still worth buying? Oh my I bought in when they went from like $0.50 a share to $.025 a share. Still kept buying when they still kept dipping.

Also not really invested in much other than MUX, PZG, Yamana mining, Fortuna Silver, Kronos Gold, and regrettably Bayshore.

Any thoughts on actuallyvprogotable mines?

[Anonymous No.49766898]

We broke 20k to the downside on bitcoin. this was a key level. it might over for crypto now