Aloha! BIG DOWN DAY FOR MARKETS AND ITS TRUMP’S FAULT GOLD AND SILVER AND NAT GAS UP
Gold and silver explorer dev mining companies up, not so much oil & gas companies.
I am seeing some BTC investors going into gold.
Markets no likey uncertainty!
President Donald Trump on Thursday signed an executive order that formalizes new tariffs on dozens of nations, plus the 27-member European Union.
The reciprocal tariffs were announced in a July 31 executive order that will go into effect in seven days, on Aug. 7. The action comes just hours before the Aug. 1 deadline for U.S. trading partners to reach trade agreements.
The rates laid out in the executive order range from 10 percent to as high as 41 percent, depending on whether a nation has reached an agreement with the U.S. and the nature of that agreement.
The CCP is more widespread against the West historically. Belt and Road, US and EU universities, trade etc.
Russia is a gas station with a lot of nukes.
The worst thing that happened is the DNC united Russia and CCP.
Last edited 12 minutes ago by kaimu
kaimu
July 31, 2025 8:24 pm
#47906
Aloha! ASX DOWNER TIED TO CARNEY ALBI WEF LOYALTIES
ITS SIMPLE THE DNC LOST POWER DEAL WITH IT
The majority of Americans were sick and tired of DNC marxist policies that have ruined middle class and working poor. A vast majority both popular vote and Electoral College. When Biden won these two PMs WEF execs were happy to watch Biden nod off or wander away or babble how oil on his car windshield gave him cancer. I guess the WEF people prefer semi-corpse America presidents. I get it, but its not that way any more.
Two PMs of two mining friendly countries Canada and Australia. Two PMs who hate Trump and would rather tank their entire country than deal with the tariffs inbound Aug 1. The Australian PM has just gotten back from Beijing expressing how he prefers the CCP to the USA. Not the Australia I lived in and not the Australia that fought against the Japanese in WW2.
Perhaps its time to sell IPX and WA1 and let Australians learn Mao and Mandarin.
THE ASX OPENING TONIGHT Australian shares will end Week 31 on a dour note, down 70 points in futures, with Trump’s long-heralded tariffs unpause date – which has been pushed back at the eleventh hour before – inked in for Friday, Aug. 1 in the U.S.
The ASX 200’s -0.75% dip in futures lines up closely with the Dow’s -0.7% drop, as well as the DAX in Europe, -0.8%, and Shanghai’s composite, -1.18%.
Overall sentiments are low as Trump prepares to sign executive orders imposing higher tariffs on any country that failed to set up deals with the White House through to Trump’s all-important August 1 restart date.
A baseline 15-to-20% tariff will hit “the world,” the U.S. President has said.
Oz may dodge more than that thanks to its free trade deal with America, but it’s still a lot.
Last edited 15 hours ago by kaimu
kaimu
July 31, 2025 4:37 pm
#47902
Aloha! ECONOMICS IN A PERFECT WORLD DOES NOT EXIST
I think one of the flaws of modern economics sitting in a classroom at Wharton or over at the Mises Institute is there is not a one size fits all solution. Because human action is so unique the entire world operates like a letter/number tumbler at a Vegas Bingo Game. A10! Now D6! Now M1! How about J9 … B I N G O!
In a perfect world the CCP and India would not have slave labor. In a perfect world the CCP would have a strong union and a strong EPA and OSHA. In a perfect world the CCP would not be a mafia. Neither would most countries in the Middle East and Africa and Russia where the majority of mafia and slaves operate free of western laws or democratic principles. The truth is humans can be vicious and deadly creatures if allowed. We saw that in WW1 and WW2 and we see it now in Russia and Iran and Syria wherever there is warfare every day even before Oct 7 in Israel.
In comes Trump and his tariffs in 2024. Every country is different. Before Trump we saw CCP, Japan EU and Brazil and Canada tariffs against US products were the normal import/export formula. The US was a patsy that allowed other countries to be improper to the point we just had four years where other countries even flooded our border with dregs and rejects of their own societies. Before Trump the CCP dumped cheap slave steel or whatever products they could onto US and EU markets in a an effort to disrupt economics to their advantage. CCP leaders knew the US and EU did not have legal slavery so the West was not able to compete on labor inputs. The CCP knew they could have the advantage by outlawing unions and any sort of EPA. The CCP ignored any sort of Paris UN climate change BS and built hundreds of coal plants. The West could not compete with cheap China coal energy. That policy attracted the most profit seeking immoral companies to China. Companies like Apple and Nike and many others.
One of the main points of Trump tariffs is to make it cheaper for foreign companies to build factories inside the US borders and employ US factory workers. There are some foreign companies making investments inside the US. The true dollar amount seems ever changing and some are “commitments to the future”. One number I have heard is $7tril. Just Apple alone is $500bil. Then again we have companies from Japan and the EU. We have projected dollar numbers but not actual spent factory dollar numbers.
What I am starting to see is tariffs are better than war. Take the CCP. Tariffs are collapsing CCP factories every day and have turned the CCP economy into a suicide parade. Regular workers who are not getting paid burn down the factories that refuse to pay them. They sacrifice their life since the CCP can offer them no other alternative. Just reimagine what Apple did at their Foxconn factories for iPhones over a decade ago. CCP slave employees were throwing themselves outside windows committing suicide because of their horrid work hours and conditions. To resolve that problem Apple decided to erect huge nets outside the windows stopping their slave employees from killing themselves at work. Slave suicide was bad for worker morale at Apple in China. The CCP could care less so long as Apple paid the CCP. Money was more important than humans. It still is. That is a 6th century moral policy.
Here we have Mises speaking of tariff failures. While there are bad deals I think tariffs as Trump applies them is more a disruption to “business as usual” than great deals. All Trump sees is a lopsided deal where the EU and the CCP have advantageous terms. These terms have been working against the USA for decades to the point where US manufacturing has been destroyed and exported overseas. The US has the largest stable middle class consumer engine in the world. The last four years of DNC policy has damaged the middIe class and the consumer engine. My graphic below shows where the Biden DNC killed the 77 year US consumer engine in 2021. I would also agree that the idea of more factories in the USA deserves an advantage, but only for companies who manufacture inside the USA. It is true the US has to have its own strategic manufacturing base for national security reasons. Why would the USA depend on the CCP for ammo or antibiotics? That needs to be leveled. The CCP does not abide by any sort of international laws regarding IP or trade so why is the CCP still in the WTO? Mafias never obey laws. Where is that in Econ 101?
Meanwhile just two days ago the Trump EPA has kicked the teeth out of climate change regs that have been slowly killing US consumers since 2005 when Al Gore made millions off his Oprah Inconvenient Truth fakery. Seriously? The solution is solar panels and wind turbines made by the CCP using coal power and slaves? No US or EU CEO buys into it who has their products manufactured in the CCP or India. They must truly laugh all the way to the bank and their WEF annual meetings.
Mises here leaves out the above that I address. I very rarely disagree with Mises articles, but this one has some limits and flaws. In a perfect world we would not need borders. In a perfect world we would need governments. In a perfect world we would not need tariffs either, but no human ever lived in a “perfect world”.
First, while it is true that Trump’s opponents in the establishment are using weak and sometimes ridiculous arguments against tariffs, they really are bad for the country as a whole.
Tariffs create shortages because they make it unprofitable for foreign companies right on the margin to continue selling their goods to Americans. That drives prices up higher than they would have been in the absence of the tariff.
Even if domestic producers pivot to fill the shortage, that requires resources to be drawn away from whatever domestic production they were previously used for. In other words, the shortage can be moved, but never eliminated. Economic theory is clear that this negative effect of tariffs is unavoidable. The economy is made weaker than it would have otherwise been. And real-world data is backing that up.
The absolute strongest argument that had been advanced in favor of Trump’s tariff strategy had been that he was actually using tariffs as a way to negotiate our way to a world without tariffs. But now Trump has permanently raised tariffs on the European goods and resources that American consumers and businesses buy. And the EU accounts for a lot of the total volume of US trade—even more than the much-maligned China.
The only Americans who will benefit are the handful of businesses that can now charge their fellow Americans higher prices without worrying they will switch to a less expensive European alternative. But even they won’t be untouched by the artificial shortage of goods and resources and the higher prices that result from it. Similarly, the fact that this deal ensures that more American oil and more weapons from our dwindling stockpiles will be sent over to Europe will only have targeted benefits here at home. The government helping to further enrich some well-connected energy companies and weapons manufacturers is great for those companies, but not the American people as a whole.
Even worse is the money going directly to the government. Trump built both of his campaigns on the (correct) idea that the federal bureaucracy in Washington, DC, is best viewed as a separate entity that is ripping the American people off. He promised he would roll that back, or “drain the swamp,” as he put it.
Now, he’s bragging about all the new money he’s moving into the Treasury Department’s account as if it’s now all of “ours”—as if it’s enriching all Americans. It isn’t. It’s fueling the corrupt federal bureaucracy that he had once claimed to oppose. He’s flooding the swamp and acting like we should all be grateful.
Sure, this new revenue shrinks the deficit a bit. However, the national debt is only a symptom of the actual problem, which is that government spending has reached such absurd levels that it cannot realistically be funded with money directly taxed out of the economy without the economy collapsing. Leaving virtually all of that spending in place and raising one kind of tax—under the false pretext that its burden only falls on foreign producers—moves us no closer to solving that problem. -mises.org
What’s the alternative when your trading partner is a mafia that has no regard for human life or pollution or international laws?
I am happy to see the CCP destroyed by tariffs. The Chinese people deserve better than a mafia.
Last edited 19 hours ago by kaimu
kaimu
July 31, 2025 11:31 am
#47895
Aloha! XOM AND CVX REPORT EARNINGS BEFORE MARKET OPEN TOMORROW
Yada Yada …
Both WTI and BRENT have improved the past month up 5% and 6% respectively but YTD both in the -4% range. Share price hit +/-2.1% says IB, but if they got those predictions right then they’d outperform Nancy. Is she really up 51% YTD? Wow, why bother having Wall Street analysts?
I can’t thank Biden and the DNC enough for wrecking fossil fuels. Mahalo!
Dividends matter!
Wow, DXY banging on the 100 door!
$0.02USD
kaimu
July 31, 2025 9:11 am
#47893
Aloha! GET RID OF THEM ALL?
First of all coming across the US border is illegal if you do not check in at designated entry points. That makes all Biden DNC illegals criminals just for that one act.
NOW TRY TO GO TO MEXICO ILLEGALLY AS AN AMERICAN GRINGO
If you do you are either thrown in jail by the policia or more than likely you are caught by the cartels and held for ransom. If they cannot get any ransom then you are either their slave or you are robbed and killed on the spot.
62% OF AMERICAS WANT ILLEGALS REMOVED A new Wall Street Journal poll shows GOP voters are evenly divided on whether President Donald Trump’s immigration crackdown is just right or not aggressive enough.
The survey, conducted July 16–20 among 1,500 registered voters, found strong overall support for Trump’s push to deport illegal aliens. However, some expressed discomfort with the administration’s methods.
While 62% of Americans support deporting illegal aliens, majorities oppose two central tools of the Trump effort: bypassing immigration courts and deporting individuals to prisons in countries like El Salvador and South Sudan.
About half of the respondents approved of Trump’s overall handling of illegal immigration. Among Republicans, that figure jumped to 88%, with just 11% saying the President has gone too far. However, the party is split between those who say Trump’s approach is “about right” and those who say it “does not go far enough.”
Maybe if those polled found out what Mexico did to Americans if they were in Mexico illegally then 99% polled would say get them all out NOW!
Mostly Americans are tired of seeing constant illegal alien crime in these DNC “sanctuary ghettos” every day on tv. Tired of seeing non-stop blacks committing crimes in their DNC sanctuary ghettos.
If you come to the USA from Central and South America or Africa then you were raised on crime. The politicians who all run these corrupt juntas with their corrupt justice and police tied to corrupt military. Its the norm and many of those countries are ruled by elected or unelected dictators.
I lived long enough in Mexico and Venezuela to see it even before the cartels gained their power. When I went did long term excursions into Mexico I did it legally by getting permits and checking in at the “aduana”, their customs. I paid fees to drive my vehicle in Mexico and I bought insurance for my car in Mexico. Totally legal. Yet when I was in Mexico, because of my California plates on my car, I became a huge target for the POLICIA y tambien los FEDERALES. The Feds were the worst. They would steal cars and trucks with Illinois plates and then drive up to where you were staying and then about four or five would jump out and arrest you then search your vehicle hoping to find pot so they can really bribe the hell out of you. If they did not find pot then they brought their own pot to throw down and claim its yours. Common practice. Usually they wanted $40 from every American. The going rate for bribes. If they found drugs or planted them then they would haul you to jail and you would wait a couple days to go to court. Then the judge would fine you $200 and if you could not pay you went to jail for a year or less if you got your bribe paid in less than a year. How do I know? I saw it all happen to other Americans and even myself when I was pulled over by the policia for a “traffic offense”. The magical $40 was always the number. That was a few decades ago so now the magic number is more like $300 with inflation.
Meanwhile how is the assimilation going in America for latinos? Blacks? One way to look at how well certain groups fit into society as law abiding members is to look at prison stats. The graphic below does not include county or city jails, but it gives you a glimpse. Seems the minorities commit most of the crimes which is what we see on tv every day.
You might say its discrimination or racism against minorities except that Asians are incarcerated less and Asians per capita have more income than whites based on US Census household data.(see below). Why is that? Asians value two parent families more and they value education more than white, latinos or blacks. Asians also commit to assimilating in America more readily. Latinos seem to have more of a problem. I witness it time and again. Most latinos I see sit around for years and don’t even bother with getting a green card. Its like obeying US immigration laws is a distant priority for latinos. Then when they are suddenly deported they get very upset. I think the problem is they get used to the idea that they will eventually get amnesty. Not any more.
The truth is Mexico is a more violent culture. It came from Spain in the 16th century and the Conquistadores and now it lives on in Mexican cartels who like the 16th century still enslave and kill natives or anyone who get in their way. The corruption and lawlessness is alive and well in Mexican government and judicial system and police and military. That’s just not a new concept its been that way for many decades. Its practically “tradition” now its so entrenched. The innocent law abiding Mexican people do not deserve that.
Last edited 1 day ago by kaimu
kaimu
July 30, 2025 3:48 pm
#47884
Aloha! ACROSS THE BOARD COMMODITY ROUT BUYING GOLD AND SILVER DIP TODAY
Copper down near 20% today. Damn! Trump tariff to blame, but then if copper is cheaper that’s good for electrical projects and car manufacturing that use large amounts of copper.
I looked at the CRB and the GSCI and I wonder why the CRB is up and the GSCI is down? The CRB cover 19 commodities and the GSCI cover 23 so that accounts for some of the difference. There is hardly any green in any of the commodity sectors today. Metals or Ag or Industrials or Livestock and even Energy is a mixed bag some green on the WTI and Brent, but Nat Gas is red.
DXY up bigly near 100 +0.96%. Dollar rallies and commodities tank. Thanks USD!!!!
The US Debt still rallies too! Debt up dollar purchasing power down.
BUYING GOLD BUYING SILVER
kaimu
July 30, 2025 8:51 am
#47877
Aloha! POP GOES THE USD
Up again on the GDP report. Good for buying gold and silver at cheaper prices. What cannot be fixed in a four year term is the US Debt.
Gold and silver are “money insurance” against sovereign debt default with a 5,000 year track record of success. Check the many historical empires record of success. Is the Roman Empire still here? Ottoman? British? The CCP empire looks weak now. Both the CCP and Russia are hollowed out empires sitting on large nuke piles. Communism fails again and again, but the DNC can make it work this time with their own “new” version. Only a Harvard grad would buy into that BS.
The US economy grew an annualized 3% in the second quarter of 2025, rebounding from a 0.5% contraction in the first quarter, and beating market expectations of a 2.4% rise, according to advance estimates. The expansion primarily reflected a decrease in imports, following a surge in Q1, when businesses and consumers rushed to stockpile goods ahead of expected price increases following a series of tariff announcements. Consumer spending also went up. These movements were partly offset by decreases in investment and exports. source: U.S. Bureau of Economic Analysis Okay the GDP industrial complex has spoken.
kaimu
July 29, 2025 10:53 am
#47857
Aloha! CALIFORNIA GASOLINE PRICE 50.3% HIGHER THAN ENTIRE US MUST SEE VIDEO BELOW
Its been 50% higher than the US average for many years now. Why? DNC anti-fossil fuel policies and regulations. This is what the marxist lawyer politicians do to economies. More than 150 years of progress wiped out in a couple decades.
USC professor did a 50 year study and found its the DNC that has killed California energy. Not only fossil fuel but also nuclear. I know San Onofre Nuclear plant was shut down years ago causing electric prices to rise. Both nat gas and nuclear are the lowest power density. Solar and wind are the highest.
THE IRON LAW OF POWER DENSITY
Measure the debt cost of solar and wind and its unaffordable for the government to subsidize. None of the oil companies Exxon or Chevron were subsidized when they were start-ups in 1870. Why can’t solar and wind start-ups go without government welfare? Solar panels are toxic so they are now being considered a liability to homes by insurance companies when installed on roof tops. Over years they degrade and leak toxic agents like gallium and arsenic. They end up in waste dumps leaking into groundwater. Not so “green”. Add in slave labor and solar and wind are just inhumane. The second largest slave labor sector is tech. The top slave labor sector is garments. Essentially everything on you wear on your body and tech in your pocket and alternative energy on your roof has slave labor components.
Go against POWER DENSITY and you go against any sane energy policies. Note what cost more to produce due to resource costs to produce. A solar farm and wind farm requires hundreds of acres and one oil pad is 7 acres. Solar and wind require huge mining costs that destroy the land and environment. A lot of that in Africa and the CCP using slave labor. Solar and wind are the most anti ESG and DEI power source the world over. If California was forced to mine and process and assemble solar panels all within the borders of California the solar and wind net zero goals would have to be shut down.
California’s Phillips 66 refinery will close this October, and Valero’s Northern California facility is expected to follow in 2026, reducing in-state gasoline production by 20 percent. USC professor Michael Mische examines how shifts in where California gets its fuel could affect local prices.
If you vote (D) you vote your own (D)estruction and (D)espair. California voters who did vote (D) deserve what they now have.
END DNC (D)ESTRUCTION
Last edited 3 days ago by kaimu
kaimu
July 28, 2025 11:08 pm
#47850
Aloha! RML(ASX) DRAWS TRUMP ATTENTION
Not sure why. What’s a diluted $0.07A ASX listing doing on the NASDAQ? They would be better off with WA1. I do not think Don or Eric know microcaps very well. I wouldn’t buy it.
Dominari Securities is a US investment bank part-owned by Donald Trump Jnr and Eric Trump.
It has just agreed to lead a NASDAQ listing of Resolution Minerals (ASX: RML) and its USA critical metals project.
And yes, stating the obvious, the Trump brothers father is Donald Trump, the 47th President of the United States of America.
Eric Trump said this about the RML appointed Dominari in a recent interview: “They’re an amazing firm. They’ve brought a lot of great things to us in the past, and so many of those great things have worked out so incredibly well.”
Mountain Pass rare earths mine in California is allegedly still operating (MP Materials). Funded via DoD. US is way behind the curve in strategic metals and rare earths. Molycorp filed for BK in 2016-17…
Poor management and even great assays at 500m brings dilutionary BK reality for the explorers without monetary resources.
kaimu
July 28, 2025 7:44 pm
#47843
Aloha! GOOD FOR GOLD
USD Trade-weighted Index is still in a “downward dog” position! Loading up under $3500USD.
What’s your choice? In a bank making 4%?
What I do not want to see is Trump lose. I prefer a strong US economy and all that goes with it. Why would I want to celebrate $6,000 gold? That means the majority of the US and the world are suffering terribly economically and financially. The type of suffering that leads to higher crime and the fixed income elderly committing mass suicide.
NO WANT
Last edited 3 days ago by kaimu
kaimu
July 28, 2025 3:45 pm
#47834
Aloha! WILL NAT GAS HOLD $3 WITH NEW EU ENERGY DEAL?
$750bil would get things kicked into high gear, but the new LNG ports in Texas are not ready yet. That leaves the Louisiana LNG. Companies like Delfin LNG and Expand(EXE).
Why would the EU or any country other than the CCP buy Russian oil and gas? Putin needs to go. He has about two or three 100m super yachts he can live on. That is if he can get out of Russia alive.
Then again will the EU economics hold up? The WEF marxists have done all they can to make sure Europeans suffer maximum failures. Please know that Kier Starmer was secretary of the UK Fabian Society not long ago. All beholding to the Soros communist party.
It is interesting that I seem to be the only one who ever puts a spotlight on the Fabians and their Society of communist domestic revolution. You hear about the WEF, Labour and Demo Socialist and the DNC, but never anything about the Fabians. The one marxist group that has been around since 1884. Before the Russian Revolution even. George Orwell added 100 years to the Fabian’s 1884 and wrote a book 1984. How is it the Fabians are so powerful they get no media exposure or coverage of any kind in the West?
I bought a little Antero Resources; Utica/Marcellus shale in Ohio and W. Virginia. Their presentation states 75% of their natgas is pipelined to export terminals in Louisiana, not sure exactly how truthful that is. Believe it to be a Low-cost producer.
I toured the massive LNG facilities on the coast in Brownsville TX. Under construction but a game changer for Texas.
I am still awestruck by how WW2 Nazi Uboats waited in the Gulf for tankers to come out of Texas and Louisiana headed for the UK and NYC. In the 1940s Hitler knew he had to stop US energy exports to win WW2. Makes you wonder about the Russians. Would they ever reinstate a Hitler2.0 UBoat strategy? Cuba sits in a perfect spot to stop US LNG tankers headed to the UK and EU.
The EU has to have energy independence either with nuclear or LNG. Solar and wind won’t cut it because that industry has to depend on the CCP and Russia to process and mine critical parts. That’s why the CCP is in Africa.
Perseus Mining quarterly and annual results out over the weekend. 121,237 oz in the quarter, 496.551 for the year. AISC went up; 1209 for March; 1417 for June quarter. Cash and bullion held of $827M USD. I think they’re not bad; I continue to hold it. No need to sell.
Good deal … I know some people who are very happy with Perseus.
I am just pushing a more US, Canada, Australia focus, more US than usual. There is no choice. Relying on the CCP and Russia is off the table. The CCP is destabilizing Africa and the CCP has really pushed into Africa over the past ten years doing their Belt and Road fraud.
I always wondered why solar panels and EVs and now bitcoin never have to comply with EPA and regulations that the oil and gas industry has had to for many decades.
The “mining” aspect of bitcoin is like AI, both very highly demanding of electric grids and electrical power. Add in EVs and God knows if there will ever be any electricity left over for poor people that is under $1/kwh.
Here we have an example of a bitcoin mine owned by MARA that the legal limit for decibels is 85 yet local residents around the mine have decibel readings over 100 inside their houses. Maybe when the mine first started they had so few machines it was 85 but when has a bitcoin mining op ever stayed the same size it started at? The problem with MARA is they just ignore this liability because they have the politicians in their pocket. Exxon is always held accountable. Why is MARA off the hook?
BITCOIN MINING PR IS BAD FOR BUSINESS
We went to a small Texas town where one Bitcoin mining facility uses as much power as the entire city of Austin. Everyone in town is affected by the constant noise from the crypto facility, even the animals. One resident told us: “Every person here is sick.”
You can notice even Trump changed his mind on bitcoin from his first term, but as the residents point out in the video link Trump is saying if bitcoin is a reality then he wants it manufactured in the USA not the CCP. The problem with bitcoin miners is like tech they buy outsized political favors. Outsized for the size of their business. The best thing Trump has done currency related so far is to ban CBDC for America. Central bank digital currency is a match made in hell. That is pure CCP 101 tactics against the people and against capital markets. Controlling interest rates has been a pure disaster for the Fed so why give them any more control? I mean really $3.1bil for US Fed building renovations? That’s like three Wynn Casinos in Las Vegas.
I have not changed my position. I still reject bitcoin as a global, reliable currency. Its not reliable if it depends on the electric grid and the internet and “electric mines”. The middle class and the poor cannot compete for electricity so the price for the residents goes up.
In the not so distant past I have gone as much as nine days without power before. That meant no power and no internet. That also meant banks were closed. Gasoline stations were open using temp generators. As the zero power days wore on even gasoline stations could not stay open. I was very smart to have USD cash on hand. I even had to loan cash to neighbors who were not that smart and some had bitcoin. After that “inconvenient truth” they got more cash. In Canada we saw the Trudeau government freeze bank accounts and in the CCP the government turns off electricity and the internet. You really think the DNC is any different than Trudeau or the CCP when it comes to marxist control tactics?
I am thoroughly anti-marxist and antigovernment control.
HAVE CASH ON HAND FOR AT LEAST A MONTH OF EXPENSES
Last edited 4 days ago by kaimu
kaimu
July 27, 2025 11:07 am
#47813
Aloha! DIVIDENDS ARE KEY TO SURVIVAL
In this inflationary era just a pension and/or social security isn’t going to cut it. Besides what are the chances either one of those will be either reduced or cut? Especially any public pensions tied to DNC governments state and local who are practically bankrupt already.
KAIMU KEY FIN SURVIVAL HOLDINGS DIVIDENDS GOLD/SILVER OIL&GAS MINING AI TECH
KAIMU TOP FIN HOLDING DEBT FREE EVERYTHING
I would say being debt free is one of the top strategies of all. No mortgages, no car payments, no credit cards, no credit lines and no margin.
DEBT FREE RULES
If you have a $500k portfolio and a $700k mortgage what do you have? Its even worse because on top of your mortgage payment you have to pay property tax and maintenance and repairs and now ever rising insurance costs. Those taxes and costs destroy equity. Add it all up and over 30 years you may just break even on your home or in some cases now those trying to retire are finding they have lost money on real estate. I never bought a property until I was in my 40s. I always rented prior. No hassle rent. The landlord had all the hassle. All I had to do is make rent on time. Simple! Now we have the current youth wondering why home ownership is an advantage. Equity? Maybe when your 65, but no guarantee at all. The real estate market in the US and Canada looks very top heavy now. Buyer beware. Seller beware.
Auto loans are in the tank also. Reimagine if you spent $100k on a new Cadillac Escalade and then at the last minute you bought a used Honda CRV and bought dividends in CVX or XOM with the rest of that free cash flow. That describes KAIMU car strategy to a tee. Who do I need to impress when I can live off CVX and XOM dividends. Right now I drive a 2007 truck. No GPS or comp crap. Do I need GPS and all those touch screen play toys? No. I don’t even need a smart phone. If I want on the internet I have a laptop. I do have a sat phone for emergencies. Dinosaur or just plain off the grid? I don’t know I do a lot of business on a flip fone.
Technology is not a guarantee of anything. In fact in terms of time wasting and misinformation it’s a huge liability. We got into AI four years ago with Mark Cuban and the company PREFLECT. A company now paying dividends the past two years. AI is just another tech propaganda tool in the wrong hands. In terms of displacing workers, even lawyers, its a 50-50 toss up! Displace too many and we have riots. You will get a more full picture in a year or so. In the case of wanting to know AI preferences and what was most important to the DNC all you had to do is look at what got banned during covid.
DNC BANNED Churches Schools Beaches Small business US citizens
DNC NOT BANNED Large donors Tech Big business Pharma illegal aliens
They played their hand then and showed you who they preferred. It was not the middle class at all. It was the usual DNC maxist players. Beware AI apps. Like all tech there is potential for GREAT and potential for damn near total lawless corruption.
Survival is in the eye of the beholder. Covering bases can be tricky. We are spread out between Texas and Louisiana and Hawaii. Stack your chips at your peril. Life happens!
DEBT FREE RULES
$0.02USD
Last edited 5 days ago by kaimu
kaimu
July 26, 2025 12:32 pm
#47804
Aloha! AMERICANS GETTING BY OR STRUGGLING 27% OF ALL ADULTS US FED SURVEY SEE DATA FROM FED 2024 SURVEY LINK BELOW
That’s a lot of American adults getting by and struggling under DNC policies. As of 2024 there were approximately 264mil adult Americans aged 18-65+. That means 27% getting by and struggling are 71.3mil Americans during 2024. That same data shows from 2017 to 2020 under Trump that number never went below 26% even with the pandemic and no wars. Wages for the middle class and cost of fuel an food were much lower under Trump years. Under Biden’s Obama DNC econ policies inflation shot to 9%.
According to Forbes 28% of adults in America have less than $1000 in personal savings as of 2024. Not much of a nest egg for emergencies. That’s a lot of “working poor”. Right around 80mil people. What choice do Americans have other than voting for economics? As if government will save you or any one President like Trump. The feds have limited scope. Most of the poverty is doled out on State and County level policies. Taxes like property tax, carbon tax, wealth tax, income tax, sales tax, vehicle taxes and fees and a plethora of other overreaching charges against the middle class.
According to the US Fed survey the biggest problem Americans faced making ends meet was “inflation”. In 2022 through 2024 it was the top reason for their (D)espair by far. I believe the biggest cause of the DNC inflation was an anti-fossil fuel policy that sent costs of fuel higher and the byproduct was higher costs for food and work and travel. Add in the highly inflationary Green New Deal and the Inflation Reduction Act which spent huge funds on virtually nothing that benefitted all Americans. Roads and bridges benefit all Americans. EVs and solar panels benefit a few richer Americans and illegal alien subsidies only benefit illegals providing them food and hotels and phones and free healthcare. Open borders only benefitted the DNC NGOs and Mexican cartel terrorist who partnered to make sure American citizens were stripped of their Rights to law and order and welfare.
In terms of the lie that illegals pay taxes I never met a Home Depot day laborer who had a green card or was ever sent a W2 or 1099. How do I know? I asked them in the 1980s and 1990s when I saw them so I doubt in 2024 that changed. They also all knew it was illegal for anyone to hire them so those who did hire them were breaking the law also. My workers have always had green cards. How do I know? I got them a green card or a work permit. I only helped get them cards under two conditions. #1 they have superior work ethics #2 they learn English and assimilate. They did it turns out. I would say 85% of illegals just lay around for years and years and never do anything to get a permit or green card and when they get deported suddenly they cry foul and pretend they are abused. BS! They break US law when they enter and that is a crime so 100% of illegals are criminals even if they have been here 10 years. The DNC allowed 12mil illegals to enter the USA unvetted and uncounted and unrestrained. The DNC lost track of 320,000 children who either ended up being raped and killed or sex slaves or illegal cartel labor for California pot farms and meat packing plants. One of the owners of the pot farm raided by ICE recently was a (D)donor to Gavin Newsom(D). Why wasn’t Gavin’s pal arrested for child slave labor?
I guess when the DNC in California passed their Gig Law it got rid of workers in California and moved them to other states and replaced them with illegals in some of those positions. Only the DNC and the CCP understand the benefits of “slave labor”. Its why you mostly only see latino people shopping in Home Depot. Whites used to do all the construction decades ago, but none of whites can compete with slave labor wages. That’s the modern US contractor who use latino subcontractors with a dubious work force making low pay and no benefits and no OSHA. The only place that latinos make real wages is on Public Works projects where prevailing union wages are paid with benefits and OSHA is respected. How do I know? I was a Public Works contractor in the 1980s and 1990s. When I was on the Corcoran State Prison project back then the Project Manager announced there would be a “labor check” the next day to make sure all labor was legal on the project. The fencing contractor who had about 40 Mexicans on his crew did not show up the next day and lost their contract. The fence contractor was a totally illegal crew. This illegal slave labor has been going on for decades. Yes there would be workers if all the illegals got deported because then contractors and farmers would be forced to pay legal wages with benefits.
Another way to improve earnings and life in general is to have less government taxation and spending and/or non-inflationary spending. That means quit voting for DNC lawyers and academics in government. Ending the DNC and the WEF and the CCP would solve a lot of the world’s problems. In the meantime the world suffers and so do Americans.
Last night was a good run for both WA1 and IPX on the ASX. IPX +15% @ $6.33A WA1 +6% @ $18.11
The IPX NASDAQ followed through and is up 12.3% @ $40.70USD today so far.
The IPX capital raise and halt release were combined with a IPX quarterly that popped the share price. The capital raise was $5.30A per share now two days later the share price bulldozed the $5handle and went right to $6.33. Good for those who could buy in at $5 on the CR. KAIMU buy in on ASX was $1.15A after accumulation for couple years at or below $1. The year 2026 will be big year for IPX. I believe they will prove their HAMR processing and apply it to other metals processing and bring in patent revenues for the first time. Just do not share any part of HAMR with the CCP.
The CCP is in an economic collapse now. Between massive floods and a giant real estate crash and Trump tariffs I am hoping the CCP is overthrown and something closer to capitalism with much less corruption comes to the Chinese people. I already know Xi is a puppet for now. The military are not on his side any more. Just like the American people do not deserve the DNC corruption of the past four years and the Obama years prior. Next is the WEF needs to be investigated and prosecuted for any crimes found. The WEF policies of illegal mass migration and climate change along with DEI and ESG have ruined the West. Then the Mexican cartels need to be destroyed. Corruption and high crimes against humanity cannot be allowed to win.
All of the above practice “class warfare”. That is a Marxist doctrine.
Last edited 7 days ago by kaimu
kaimu
July 23, 2025 1:09 pm
#47757
Aloha! BUSINESS SOLUTIONS VS LAWYER SOLUTIONS THE BATTLE IS REAL NOW
Its not Rep vs Dem. Its not about Trump’s personality of Biden’s four year coma. It’s not good vs evil. Its not racism or fascism. Its not Colbert or Epstein. Its not even Free Palestine or Ukraine. It’s not even Chicago genocide or LA sanctuary ghettos overfilled with black and latino generational poverty.
ITS THE BATTLE AGAINST BUSINESSMEN TAKING GOVERNMENT CONTROL
THE LAWYER CLASS CANNOT AFFORD TO LET TRUMP SUCCEED
It’s not even Trump succeed. Or Elon. Or Thune. Its any businessman succeeding that is a threat to their control of government grift. Lawyers have owned the US government for many decades now so now we can see their long term track record. Its not very pretty as now we have the first generation of Americans who are giving up on the American Dream. Its dismal. You can now see behind the curtain easily.
LAWYER POLITCIANS GET RICH WHILE THE MIDDLE CLASS GETS POOR
The lawyers hate that the door to government is being opened by Trump and Elon types. Being a lawyer in government means you just continue your “lawyer privilege” of never having to pay when you lose. The beauty of lawyerism is you get paid whether you win or lose and government is a perfect arena for doing nothing and getting paid. Its an easy seamless transfer from the law frim to Congress. Look at the likes of Obama and Biden and Pelosi who are multi-millionaires after 50 year careers of “nothing solved”. Look at California and Newsom as to how useless lawyers have been in government. Newsom just bought a $9mil mansion after he burned down half of LA. Much of the (D)isaster that is California today could have been prevented. (D)=(D)ESTRUCTION
The lawyer class corruption has run American government for 60 years without opposition. Once in awhile someone like Ross Perot pops up just to be swatted down by media and the two party lawyer regime.
Anyone who has ever hired a lawyer knows all their expertise is “lawfare”. The legal system in the USA has been so corrupted that there are over 90,000 pages of Federal Registry legalities. Lawyers never solved homelessness or inflation or trade or foreign policy. They never even solved wage gaps between rich and poor. They made it all worse.
After 60 years of failed lawyerism we have $37tril in debt. Here are two charts that show the long term collapse of lawyer policies for 60 years.
There is virtually no DEI in Congress. Its mostly lawyers. What is needed is more professions other than lawyers and academia. Business people, veterans, doctors, construction managers … anything but lawyers.
END LAWYER CONTROL OF GOVERNMENT
Last edited 8 days ago by kaimu
kaimu
July 22, 2025 2:18 pm
#47735
Aloha! WHAT’S THE PROBLEM? WE ALL AGREE!
“Nobody is above the law, not even a US president!” -Joe Biden 2020 campaign
Last edited 9 days ago by kaimu
kaimu
July 22, 2025 12:05 pm
#47730
Aloha! BOREALIS MINING(BOGO:TSXV) +7% @ $0.74C
No recent news, but they are into gold production. That is not news.
Holding of KAIMU for a year or so.
If you liked Detour Lake and Kinross then you would like BOGO management and board. Add in Rob McEwen’s 16% holding in BOGO.
Great assays! What’s the depth? How much dirt to they have to remove to get to those grades? Strip ratios count. I prefer shallower the better. Depends if it is open pit or u/g mine complex.
15 assays reported, ranging about 260-m and that high-grade hit was at 550-m which is somewhat deep. Planned open-pit. Spacing on the holes was 20-m x 40-m.
Then the question becomes how long will the company wait and how much will it cost the company to ever mine those high grades @550m depth? Add in other logistics and then government corruption, which Africa knows a bit about corruption.
I think Perseus knows all that. Is management that good? I lost track.
CEO looks like he has been around. He is forecasting 2.5M oz production in 5 years. They have another project in south Sudan. I’m less keen on Sudan. Tanzania looks fine and low-cost.
kaimu
July 21, 2025 10:38 pm
#47724
Aloha! BUYING BROKEN HILL MINES(BHM:ASX) IPOED A FEW DAYS AGO
In 2008 I was in Broken Hill NSW and saw the mining complex there. This company owns two of the mines Pinnacles and Rasp.
Pinnacles Mine Inc. Perseverance Deposit: 3.5Mt at 12.3% ZnEq (4.5% Zn, 4.1% Pb, 166g/t Ag & 0.5g/t Au) Pinnacles Exploration Target1 : 6.0 – 15.0Mt at 2.0 – 4.0% Zn, 3.0 – 6.0% Pb & 40 – 125g/t Ag
The Pinnacles Mine hosts a current Mineral Resource estimate of approximately 6.0Mt at 10.9% ZnEq (4.7% Zn, 3.3% Pb, 133g/t Ag & 0.5g/t Au).
Pinnacles has high grade shallow value that has never been drilled below 100m. Current 3000m of cores being assayed with another 4000m drilling happening now. Jump starts are good.
Rasp Mine is producing. The Rasp MRE is a total of 10.1 Mt at 5.7% Zn, 3.2% Pb and 49g/t Ag. 1,185 kt at 6.3% Zn, 3.9% Pb and 59.8 g/t Ag of Measured Resources 2,610 kt at 5.0% Zn, 3.9% Pb and 58.3 g/t Ag of Indicated Resources 6,260 kt at 5.8% Zn, 2.7% Pb and 42 g/t Ag of Inferred Resources.
Rasp Mine is conveniently located on the Broken Hill line connecting Sydney and major NSW ports with Port Pirie and Adelaide.
Lead concentrate is typically transported to Nyrstar Lead Smelter at Port Pirie and zinc concentrate is exported globally via Port of Adelaide. Much of the historical Rasp zinc concentrate has been sold to the Nyrstar Zinc Smelter in Hobart.
Ample concentrate handling capacity available on existing rail network.
Rasp owns a rail siding connecting to the line allowing it to load concentrate containers onto wagons.
Aloha! BUYING ANOTHER RICHARD WARKE PROJECT ZINC AND GRAPHITE
Awhile ago I mentioned putting some funds into the Titan Mining(TI:TSE) op that is run by the same billionaire who ran Augusta Gold(G:TSE). Following Bill’s rule of “betting on the jockey”! I started a chihuahua position in the $0.25-$.0.30C range then added to it over the past months. Then when G got bought out by AngloGold I threw another 30,000 shares down at $0.93-$1.05C range.
Titan is another one of those US based mining ops but this one is for graphite, so as far as I know this is one of the few that is coming online next year. Add in the zinc aspect but its the graphite that America needs a zero risk source. Taking the supply chain back from Russia and the CCP. Obviously mining ops in Africa and South America have a lot more country risk. Cartels just take over mining ops in Mexico and become “paid security” partners. What line item is that on these US and Canadian companies quarterly report? Easily hidden. What investor would invest in a mining company that has to partner with a Mexican cartel to keep their mine open? I have posted those stories here in the past. Many are from Borderland Beat which does not have skin in the mining game but does have a mandate to report all illegal business activities of the cartels. The cartels are in legit businesses like hotels and avocado farming to name a couple other than mining.
Aloha! MEXICO IS A CESSPOOL SO NOW THE TEXAS BORDER IS CLOSED
That is how it works. When the USDA and Texas state government scientists detect a threat from Mexico they shut the border. What did the DNC Biden Harris do during the covid19 crisis? They threw open the border to 12mil illegal aliens to come and spread covid. Then the brain-dead Biden forced a mandate on US citizens, but kept the border open to illegals with ZERO covid testing or consequences. The DNC had ZERO any disease testing at the border. How do you calculate the human and financial cost of that DNC atrocity? That alone is a crime against humanity and a failure of Oath of Office. That was one of many ways I knew the DNC with Fauci and Moderna and Pfizer were fraudulent. Biden was a criminal in so many ways, but then again that’s what you get when you vote for “a return to normal” with these career lawyer DC anti-American grifters. What’s the Biden net worth now? Pelosi net worth? They got rich from their crimes.
SCREWWORM FLESH-EATING PARASITES
The New World Screwworm is back — and it’s moving north.
This flesh-eating parasite was once eliminated from U.S. shores but is now in Mexico, and federal officials are in a race to stop it before it crosses the border again.
On July 9, USDA Secretary Brooke Rollins shut down all livestock trade through the southern border after a fresh screwworm case was confirmed in Veracruz, just 370 miles from Texas. -Dallas Express
It would be great to have a NACASA trade zone so all these diseases and biohazards could be better regulated and halted. A NACASA trade zone would lift all boats and healthcare would rise and not be Third World squalor.
Last edited 11 days ago by kaimu
kaimu
July 21, 2025 9:01 am
#47708
Aloha! IPERIONX(IPX:ASX)(IPX:NADSAQ) TRADING HALT FOR CAPITAL RAISE
From what I see its 70mil shares at $5A. Closing on announcement was $5.30A. I predict not a huge share price drop once trading commences. If there is an added announcement on an EXIM or new production agreement then probably a share price increase.
For this amount they will finish their Titan mining op and finalize their expanded production facility.
KAIMU owns a large share position of both ASX and NASDAQ listings.
Aloha!
BIG DOWN DAY FOR MARKETS AND ITS TRUMP’S FAULT
GOLD AND SILVER AND NAT GAS UP
Gold and silver explorer dev mining companies up, not so much oil & gas companies.
I am seeing some BTC investors going into gold.
Markets no likey uncertainty!
President Donald Trump on Thursday signed an executive order that formalizes new tariffs on dozens of nations, plus the 27-member European Union.
The reciprocal tariffs were announced in a July 31 executive order that will go into effect in seven days, on Aug. 7. The action comes just hours before the Aug. 1 deadline for U.S. trading partners to reach trade agreements.
The rates laid out in the executive order range from 10 percent to as high as 41 percent, depending on whether a nation has reached an agreement with the U.S. and the nature of that agreement.
You mention CCP a lot. What about Russia? No more politburo but it still seems authoritarian. Putin gets re-elected every time with 88% of the vote.
The CCP is more widespread against the West historically. Belt and Road, US and EU universities, trade etc.
Russia is a gas station with a lot of nukes.
The worst thing that happened is the DNC united Russia and CCP.
Aloha!
ASX DOWNER TIED TO CARNEY ALBI WEF LOYALTIES
ITS SIMPLE THE DNC LOST POWER DEAL WITH IT
The majority of Americans were sick and tired of DNC marxist policies that have ruined middle class and working poor. A vast majority both popular vote and Electoral College. When Biden won these two PMs WEF execs were happy to watch Biden nod off or wander away or babble how oil on his car windshield gave him cancer. I guess the WEF people prefer semi-corpse America presidents. I get it, but its not that way any more.
Two PMs of two mining friendly countries Canada and Australia. Two PMs who hate Trump and would rather tank their entire country than deal with the tariffs inbound Aug 1. The Australian PM has just gotten back from Beijing expressing how he prefers the CCP to the USA. Not the Australia I lived in and not the Australia that fought against the Japanese in WW2.
Perhaps its time to sell IPX and WA1 and let Australians learn Mao and Mandarin.
THE ASX OPENING TONIGHT
Australian shares will end Week 31 on a dour note, down 70 points in futures, with Trump’s long-heralded tariffs unpause date – which has been pushed back at the eleventh hour before – inked in for Friday, Aug. 1 in the U.S.
The ASX 200’s -0.75% dip in futures lines up closely with the Dow’s -0.7% drop, as well as the DAX in Europe, -0.8%, and Shanghai’s composite, -1.18%.
Overall sentiments are low as Trump prepares to sign executive orders imposing higher tariffs on any country that failed to set up deals with the White House through to Trump’s all-important August 1 restart date.
A baseline 15-to-20% tariff will hit “the world,” the U.S. President has said.
Oz may dodge more than that thanks to its free trade deal with America, but it’s still a lot.
Aloha!
ECONOMICS IN A PERFECT WORLD DOES NOT EXIST
I think one of the flaws of modern economics sitting in a classroom at Wharton or over at the Mises Institute is there is not a one size fits all solution. Because human action is so unique the entire world operates like a letter/number tumbler at a Vegas Bingo Game. A10! Now D6! Now M1! How about J9 … B I N G O!
In a perfect world the CCP and India would not have slave labor. In a perfect world the CCP would have a strong union and a strong EPA and OSHA. In a perfect world the CCP would not be a mafia. Neither would most countries in the Middle East and Africa and Russia where the majority of mafia and slaves operate free of western laws or democratic principles. The truth is humans can be vicious and deadly creatures if allowed. We saw that in WW1 and WW2 and we see it now in Russia and Iran and Syria wherever there is warfare every day even before Oct 7 in Israel.
In comes Trump and his tariffs in 2024. Every country is different. Before Trump we saw CCP, Japan EU and Brazil and Canada tariffs against US products were the normal import/export formula. The US was a patsy that allowed other countries to be improper to the point we just had four years where other countries even flooded our border with dregs and rejects of their own societies. Before Trump the CCP dumped cheap slave steel or whatever products they could onto US and EU markets in a an effort to disrupt economics to their advantage. CCP leaders knew the US and EU did not have legal slavery so the West was not able to compete on labor inputs. The CCP knew they could have the advantage by outlawing unions and any sort of EPA. The CCP ignored any sort of Paris UN climate change BS and built hundreds of coal plants. The West could not compete with cheap China coal energy. That policy attracted the most profit seeking immoral companies to China. Companies like Apple and Nike and many others.
One of the main points of Trump tariffs is to make it cheaper for foreign companies to build factories inside the US borders and employ US factory workers. There are some foreign companies making investments inside the US. The true dollar amount seems ever changing and some are “commitments to the future”. One number I have heard is $7tril. Just Apple alone is $500bil. Then again we have companies from Japan and the EU. We have projected dollar numbers but not actual spent factory dollar numbers.
What I am starting to see is tariffs are better than war. Take the CCP. Tariffs are collapsing CCP factories every day and have turned the CCP economy into a suicide parade. Regular workers who are not getting paid burn down the factories that refuse to pay them. They sacrifice their life since the CCP can offer them no other alternative. Just reimagine what Apple did at their Foxconn factories for iPhones over a decade ago. CCP slave employees were throwing themselves outside windows committing suicide because of their horrid work hours and conditions. To resolve that problem Apple decided to erect huge nets outside the windows stopping their slave employees from killing themselves at work. Slave suicide was bad for worker morale at Apple in China. The CCP could care less so long as Apple paid the CCP. Money was more important than humans. It still is. That is a 6th century moral policy.
Here we have Mises speaking of tariff failures. While there are bad deals I think tariffs as Trump applies them is more a disruption to “business as usual” than great deals. All Trump sees is a lopsided deal where the EU and the CCP have advantageous terms. These terms have been working against the USA for decades to the point where US manufacturing has been destroyed and exported overseas. The US has the largest stable middle class consumer engine in the world. The last four years of DNC policy has damaged the middIe class and the consumer engine. My graphic below shows where the Biden DNC killed the 77 year US consumer engine in 2021. I would also agree that the idea of more factories in the USA deserves an advantage, but only for companies who manufacture inside the USA. It is true the US has to have its own strategic manufacturing base for national security reasons. Why would the USA depend on the CCP for ammo or antibiotics? That needs to be leveled. The CCP does not abide by any sort of international laws regarding IP or trade so why is the CCP still in the WTO? Mafias never obey laws. Where is that in Econ 101?
Meanwhile just two days ago the Trump EPA has kicked the teeth out of climate change regs that have been slowly killing US consumers since 2005 when Al Gore made millions off his Oprah Inconvenient Truth fakery. Seriously? The solution is solar panels and wind turbines made by the CCP using coal power and slaves? No US or EU CEO buys into it who has their products manufactured in the CCP or India. They must truly laugh all the way to the bank and their WEF annual meetings.
Mises here leaves out the above that I address. I very rarely disagree with Mises articles, but this one has some limits and flaws. In a perfect world we would not need borders. In a perfect world we would need governments. In a perfect world we would not need tariffs either, but no human ever lived in a “perfect world”.
First, while it is true that Trump’s opponents in the establishment are using weak and sometimes ridiculous arguments against tariffs, they really are bad for the country as a whole.
Tariffs create shortages because they make it unprofitable for foreign companies right on the margin to continue selling their goods to Americans. That drives prices up higher than they would have been in the absence of the tariff.
Even if domestic producers pivot to fill the shortage, that requires resources to be drawn away from whatever domestic production they were previously used for. In other words, the shortage can be moved, but never eliminated. Economic theory is clear that this negative effect of tariffs is unavoidable. The economy is made weaker than it would have otherwise been. And real-world data is backing that up.
The absolute strongest argument that had been advanced in favor of Trump’s tariff strategy had been that he was actually using tariffs as a way to negotiate our way to a world without tariffs. But now Trump has permanently raised tariffs on the European goods and resources that American consumers and businesses buy. And the EU accounts for a lot of the total volume of US trade—even more than the much-maligned China.
The only Americans who will benefit are the handful of businesses that can now charge their fellow Americans higher prices without worrying they will switch to a less expensive European alternative. But even they won’t be untouched by the artificial shortage of goods and resources and the higher prices that result from it.
Similarly, the fact that this deal ensures that more American oil and more weapons from our dwindling stockpiles will be sent over to Europe will only have targeted benefits here at home. The government helping to further enrich some well-connected energy companies and weapons manufacturers is great for those companies, but not the American people as a whole.
Even worse is the money going directly to the government. Trump built both of his campaigns on the (correct) idea that the federal bureaucracy in Washington, DC, is best viewed as a separate entity that is ripping the American people off. He promised he would roll that back, or “drain the swamp,” as he put it.
Now, he’s bragging about all the new money he’s moving into the Treasury Department’s account as if it’s now all of “ours”—as if it’s enriching all Americans. It isn’t. It’s fueling the corrupt federal bureaucracy that he had once claimed to oppose. He’s flooding the swamp and acting like we should all be grateful.
Sure, this new revenue shrinks the deficit a bit. However, the national debt is only a symptom of the actual problem, which is that government spending has reached such absurd levels that it cannot realistically be funded with money directly taxed out of the economy without the economy collapsing. Leaving virtually all of that spending in place and raising one kind of tax—under the false pretext that its burden only falls on foreign producers—moves us no closer to solving that problem. -mises.org
What’s the alternative when your trading partner is a mafia that has no regard for human life or pollution or international laws?
I am happy to see the CCP destroyed by tariffs. The Chinese people deserve better than a mafia.
Aloha!
XOM AND CVX REPORT EARNINGS BEFORE MARKET OPEN TOMORROW
Yada Yada …
Both WTI and BRENT have improved the past month up 5% and 6% respectively but YTD both in the -4% range. Share price hit +/-2.1% says IB, but if they got those predictions right then they’d outperform Nancy. Is she really up 51% YTD? Wow, why bother having Wall Street analysts?
I can’t thank Biden and the DNC enough for wrecking fossil fuels. Mahalo!
Dividends matter!
Wow, DXY banging on the 100 door!
$0.02USD
Aloha!
GET RID OF THEM ALL?
First of all coming across the US border is illegal if you do not check in at designated entry points. That makes all Biden DNC illegals criminals just for that one act.
NOW TRY TO GO TO MEXICO ILLEGALLY AS AN AMERICAN GRINGO
If you do you are either thrown in jail by the policia or more than likely you are caught by the cartels and held for ransom. If they cannot get any ransom then you are either their slave or you are robbed and killed on the spot.
62% OF AMERICAS WANT ILLEGALS REMOVED
A new Wall Street Journal poll shows GOP voters are evenly divided on whether President Donald Trump’s immigration crackdown is just right or not aggressive enough.
The survey, conducted July 16–20 among 1,500 registered voters, found strong overall support for Trump’s push to deport illegal aliens. However, some expressed discomfort with the administration’s methods.
While 62% of Americans support deporting illegal aliens, majorities oppose two central tools of the Trump effort: bypassing immigration courts and deporting individuals to prisons in countries like El Salvador and South Sudan.
About half of the respondents approved of Trump’s overall handling of illegal immigration. Among Republicans, that figure jumped to 88%, with just 11% saying the President has gone too far. However, the party is split between those who say Trump’s approach is “about right” and those who say it “does not go far enough.”
Maybe if those polled found out what Mexico did to Americans if they were in Mexico illegally then 99% polled would say get them all out NOW!
Mostly Americans are tired of seeing constant illegal alien crime in these DNC “sanctuary ghettos” every day on tv. Tired of seeing non-stop blacks committing crimes in their DNC sanctuary ghettos.
If you come to the USA from Central and South America or Africa then you were raised on crime. The politicians who all run these corrupt juntas with their corrupt justice and police tied to corrupt military. Its the norm and many of those countries are ruled by elected or unelected dictators.
I lived long enough in Mexico and Venezuela to see it even before the cartels gained their power. When I went did long term excursions into Mexico I did it legally by getting permits and checking in at the “aduana”, their customs. I paid fees to drive my vehicle in Mexico and I bought insurance for my car in Mexico. Totally legal. Yet when I was in Mexico, because of my California plates on my car, I became a huge target for the POLICIA y tambien los FEDERALES. The Feds were the worst. They would steal cars and trucks with Illinois plates and then drive up to where you were staying and then about four or five would jump out and arrest you then search your vehicle hoping to find pot so they can really bribe the hell out of you. If they did not find pot then they brought their own pot to throw down and claim its yours. Common practice. Usually they wanted $40 from every American. The going rate for bribes. If they found drugs or planted them then they would haul you to jail and you would wait a couple days to go to court. Then the judge would fine you $200 and if you could not pay you went to jail for a year or less if you got your bribe paid in less than a year. How do I know? I saw it all happen to other Americans and even myself when I was pulled over by the policia for a “traffic offense”. The magical $40 was always the number. That was a few decades ago so now the magic number is more like $300 with inflation.
Meanwhile how is the assimilation going in America for latinos? Blacks? One way to look at how well certain groups fit into society as law abiding members is to look at prison stats. The graphic below does not include county or city jails, but it gives you a glimpse. Seems the minorities commit most of the crimes which is what we see on tv every day.
You might say its discrimination or racism against minorities except that Asians are incarcerated less and Asians per capita have more income than whites based on US Census household data.(see below). Why is that? Asians value two parent families more and they value education more than white, latinos or blacks. Asians also commit to assimilating in America more readily. Latinos seem to have more of a problem. I witness it time and again. Most latinos I see sit around for years and don’t even bother with getting a green card. Its like obeying US immigration laws is a distant priority for latinos. Then when they are suddenly deported they get very upset. I think the problem is they get used to the idea that they will eventually get amnesty. Not any more.
The truth is Mexico is a more violent culture. It came from Spain in the 16th century and the Conquistadores and now it lives on in Mexican cartels who like the 16th century still enslave and kill natives or anyone who get in their way. The corruption and lawlessness is alive and well in Mexican government and judicial system and police and military. That’s just not a new concept its been that way for many decades. Its practically “tradition” now its so entrenched. The innocent law abiding Mexican people do not deserve that.
Aloha!
ACROSS THE BOARD COMMODITY ROUT
BUYING GOLD AND SILVER DIP TODAY
Copper down near 20% today. Damn! Trump tariff to blame, but then if copper is cheaper that’s good for electrical projects and car manufacturing that use large amounts of copper.
I looked at the CRB and the GSCI and I wonder why the CRB is up and the GSCI is down? The CRB cover 19 commodities and the GSCI cover 23 so that accounts for some of the difference. There is hardly any green in any of the commodity sectors today. Metals or Ag or Industrials or Livestock and even Energy is a mixed bag some green on the WTI and Brent, but Nat Gas is red.
DXY up bigly near 100 +0.96%. Dollar rallies and commodities tank. Thanks USD!!!!
The US Debt still rallies too! Debt up dollar purchasing power down.
BUYING GOLD
BUYING SILVER
Aloha!
POP GOES THE USD
Up again on the GDP report. Good for buying gold and silver at cheaper prices. What cannot be fixed in a four year term is the US Debt.
Gold and silver are “money insurance” against sovereign debt default with a 5,000 year track record of success. Check the many historical empires record of success. Is the Roman Empire still here? Ottoman? British? The CCP empire looks weak now. Both the CCP and Russia are hollowed out empires sitting on large nuke piles. Communism fails again and again, but the DNC can make it work this time with their own “new” version. Only a Harvard grad would buy into that BS.
The US economy grew an annualized 3% in the second quarter of 2025, rebounding from a 0.5% contraction in the first quarter, and beating market expectations of a 2.4% rise, according to advance estimates. The expansion primarily reflected a decrease in imports, following a surge in Q1, when businesses and consumers rushed to stockpile goods ahead of expected price increases following a series of tariff announcements. Consumer spending also went up. These movements were partly offset by decreases in investment and exports. source: U.S. Bureau of Economic Analysis
Okay the GDP industrial complex has spoken.
Aloha!
CALIFORNIA GASOLINE PRICE 50.3% HIGHER THAN ENTIRE US
MUST SEE VIDEO BELOW
Its been 50% higher than the US average for many years now. Why? DNC anti-fossil fuel policies and regulations. This is what the marxist lawyer politicians do to economies. More than 150 years of progress wiped out in a couple decades.
USC professor did a 50 year study and found its the DNC that has killed California energy. Not only fossil fuel but also nuclear. I know San Onofre Nuclear plant was shut down years ago causing electric prices to rise. Both nat gas and nuclear are the lowest power density. Solar and wind are the highest.
THE IRON LAW OF POWER DENSITY
Measure the debt cost of solar and wind and its unaffordable for the government to subsidize. None of the oil companies Exxon or Chevron were subsidized when they were start-ups in 1870. Why can’t solar and wind start-ups go without government welfare? Solar panels are toxic so they are now being considered a liability to homes by insurance companies when installed on roof tops. Over years they degrade and leak toxic agents like gallium and arsenic. They end up in waste dumps leaking into groundwater. Not so “green”. Add in slave labor and solar and wind are just inhumane. The second largest slave labor sector is tech. The top slave labor sector is garments. Essentially everything on you wear on your body and tech in your pocket and alternative energy on your roof has slave labor components.
Go against POWER DENSITY and you go against any sane energy policies. Note what cost more to produce due to resource costs to produce. A solar farm and wind farm requires hundreds of acres and one oil pad is 7 acres. Solar and wind require huge mining costs that destroy the land and environment. A lot of that in Africa and the CCP using slave labor. Solar and wind are the most anti ESG and DEI power source the world over. If California was forced to mine and process and assemble solar panels all within the borders of California the solar and wind net zero goals would have to be shut down.
California’s Phillips 66 refinery will close this October, and Valero’s Northern California facility is expected to follow in 2026, reducing in-state gasoline production by 20 percent. USC professor Michael Mische examines how shifts in where California gets its fuel could affect local prices.
VID LINK: https://www.youtube.com/watch?v=7N95tIY0zrI
If you vote (D) you vote your own (D)estruction and (D)espair. California voters who did vote (D) deserve what they now have.
END DNC (D)ESTRUCTION
Aloha!
RML(ASX) DRAWS TRUMP ATTENTION
Not sure why. What’s a diluted $0.07A ASX listing doing on the NASDAQ? They would be better off with WA1. I do not think Don or Eric know microcaps very well. I wouldn’t buy it.
Dominari Securities is a US investment bank part-owned by Donald Trump Jnr and Eric Trump.
It has just agreed to lead a NASDAQ listing of Resolution Minerals (ASX: RML) and its USA critical metals project.
And yes, stating the obvious, the Trump brothers father is Donald Trump, the 47th President of the United States of America.
Eric Trump said this about the RML appointed Dominari in a recent interview:
“They’re an amazing firm. They’ve brought a lot of great things to us in the past, and so many of those great things have worked out so incredibly well.”
Mountain Pass rare earths mine in California is allegedly still operating (MP Materials). Funded via DoD. US is way behind the curve in strategic metals and rare earths. Molycorp filed for BK in 2016-17…
Poor management and even great assays at 500m brings dilutionary BK reality for the explorers without monetary resources.
Aloha!
GOOD FOR GOLD
USD Trade-weighted Index is still in a “downward dog” position!
Loading up under $3500USD.
What’s your choice? In a bank making 4%?
What I do not want to see is Trump lose. I prefer a strong US economy and all that goes with it. Why would I want to celebrate $6,000 gold? That means the majority of the US and the world are suffering terribly economically and financially. The type of suffering that leads to higher crime and the fixed income elderly committing mass suicide.
NO WANT
Aloha!
WILL NAT GAS HOLD $3 WITH NEW EU ENERGY DEAL?
$750bil would get things kicked into high gear, but the new LNG ports in Texas are not ready yet. That leaves the Louisiana LNG. Companies like Delfin LNG and Expand(EXE).
Why would the EU or any country other than the CCP buy Russian oil and gas? Putin needs to go. He has about two or three 100m super yachts he can live on. That is if he can get out of Russia alive.
Then again will the EU economics hold up? The WEF marxists have done all they can to make sure Europeans suffer maximum failures. Please know that Kier Starmer was secretary of the UK Fabian Society not long ago. All beholding to the Soros communist party.
It is interesting that I seem to be the only one who ever puts a spotlight on the Fabians and their Society of communist domestic revolution. You hear about the WEF, Labour and Demo Socialist and the DNC, but never anything about the Fabians. The one marxist group that has been around since 1884. Before the Russian Revolution even. George Orwell added 100 years to the Fabian’s 1884 and wrote a book 1984. How is it the Fabians are so powerful they get no media exposure or coverage of any kind in the West?
I bought a little Antero Resources; Utica/Marcellus shale in Ohio and W. Virginia. Their presentation states 75% of their natgas is pipelined to export terminals in Louisiana, not sure exactly how truthful that is. Believe it to be a Low-cost producer.
I toured the massive LNG facilities on the coast in Brownsville TX. Under construction but a game changer for Texas.
I am still awestruck by how WW2 Nazi Uboats waited in the Gulf for tankers to come out of Texas and Louisiana headed for the UK and NYC. In the 1940s Hitler knew he had to stop US energy exports to win WW2. Makes you wonder about the Russians. Would they ever reinstate a Hitler2.0 UBoat strategy? Cuba sits in a perfect spot to stop US LNG tankers headed to the UK and EU.
The EU has to have energy independence either with nuclear or LNG. Solar and wind won’t cut it because that industry has to depend on the CCP and Russia to process and mine critical parts. That’s why the CCP is in Africa.
GO NACASA
Perseus Mining quarterly and annual results out over the weekend.
121,237 oz in the quarter, 496.551 for the year.
AISC went up; 1209 for March; 1417 for June quarter.
Cash and bullion held of $827M USD.
I think they’re not bad; I continue to hold it. No need to sell.
Good deal …
I know some people who are very happy with Perseus.
I am just pushing a more US, Canada, Australia focus, more US than usual. There is no choice. Relying on the CCP and Russia is off the table. The CCP is destabilizing Africa and the CCP has really pushed into Africa over the past ten years doing their Belt and Road fraud.
Big doings coming up in August for your TNXP
… 😁
diluted to crap~
Still own
You’ll do good August 15….
Aloha!
BITCOIN RUINS LIVES
I always wondered why solar panels and EVs and now bitcoin never have to comply with EPA and regulations that the oil and gas industry has had to for many decades.
The “mining” aspect of bitcoin is like AI, both very highly demanding of electric grids and electrical power. Add in EVs and God knows if there will ever be any electricity left over for poor people that is under $1/kwh.
Here we have an example of a bitcoin mine owned by MARA that the legal limit for decibels is 85 yet local residents around the mine have decibel readings over 100 inside their houses. Maybe when the mine first started they had so few machines it was 85 but when has a bitcoin mining op ever stayed the same size it started at? The problem with MARA is they just ignore this liability because they have the politicians in their pocket. Exxon is always held accountable. Why is MARA off the hook?
BITCOIN MINING PR IS BAD FOR BUSINESS
We went to a small Texas town where one Bitcoin mining facility uses as much power as the entire city of Austin.
Everyone in town is affected by the constant noise from the crypto facility, even the animals.
One resident told us: “Every person here is sick.”
LINK: https://www.youtube.com/watch?v=m7_WDzPyoqU
You can notice even Trump changed his mind on bitcoin from his first term, but as the residents point out in the video link Trump is saying if bitcoin is a reality then he wants it manufactured in the USA not the CCP. The problem with bitcoin miners is like tech they buy outsized political favors. Outsized for the size of their business. The best thing Trump has done currency related so far is to ban CBDC for America. Central bank digital currency is a match made in hell. That is pure CCP 101 tactics against the people and against capital markets. Controlling interest rates has been a pure disaster for the Fed so why give them any more control? I mean really $3.1bil for US Fed building renovations? That’s like three Wynn Casinos in Las Vegas.
I have not changed my position. I still reject bitcoin as a global, reliable currency. Its not reliable if it depends on the electric grid and the internet and “electric mines”. The middle class and the poor cannot compete for electricity so the price for the residents goes up.
In the not so distant past I have gone as much as nine days without power before. That meant no power and no internet. That also meant banks were closed. Gasoline stations were open using temp generators. As the zero power days wore on even gasoline stations could not stay open. I was very smart to have USD cash on hand. I even had to loan cash to neighbors who were not that smart and some had bitcoin. After that “inconvenient truth” they got more cash. In Canada we saw the Trudeau government freeze bank accounts and in the CCP the government turns off electricity and the internet. You really think the DNC is any different than Trudeau or the CCP when it comes to marxist control tactics?
I am thoroughly anti-marxist and antigovernment control.
HAVE CASH ON HAND FOR AT LEAST A MONTH OF EXPENSES
Aloha!
DIVIDENDS ARE KEY TO SURVIVAL
In this inflationary era just a pension and/or social security isn’t going to cut it. Besides what are the chances either one of those will be either reduced or cut? Especially any public pensions tied to DNC governments state and local who are practically bankrupt already.
KAIMU KEY FIN SURVIVAL HOLDINGS
DIVIDENDS
GOLD/SILVER
OIL&GAS
MINING
AI TECH
KAIMU TOP FIN HOLDING
DEBT FREE EVERYTHING
I would say being debt free is one of the top strategies of all. No mortgages, no car payments, no credit cards, no credit lines and no margin.
DEBT FREE RULES
If you have a $500k portfolio and a $700k mortgage what do you have? Its even worse because on top of your mortgage payment you have to pay property tax and maintenance and repairs and now ever rising insurance costs. Those taxes and costs destroy equity. Add it all up and over 30 years you may just break even on your home or in some cases now those trying to retire are finding they have lost money on real estate. I never bought a property until I was in my 40s. I always rented prior. No hassle rent. The landlord had all the hassle. All I had to do is make rent on time. Simple! Now we have the current youth wondering why home ownership is an advantage. Equity? Maybe when your 65, but no guarantee at all. The real estate market in the US and Canada looks very top heavy now. Buyer beware. Seller beware.
Auto loans are in the tank also. Reimagine if you spent $100k on a new Cadillac Escalade and then at the last minute you bought a used Honda CRV and bought dividends in CVX or XOM with the rest of that free cash flow. That describes KAIMU car strategy to a tee. Who do I need to impress when I can live off CVX and XOM dividends. Right now I drive a 2007 truck. No GPS or comp crap. Do I need GPS and all those touch screen play toys? No. I don’t even need a smart phone. If I want on the internet I have a laptop. I do have a sat phone for emergencies. Dinosaur or just plain off the grid? I don’t know I do a lot of business on a flip fone.
Technology is not a guarantee of anything. In fact in terms of time wasting and misinformation it’s a huge liability. We got into AI four years ago with Mark Cuban and the company PREFLECT. A company now paying dividends the past two years. AI is just another tech propaganda tool in the wrong hands. In terms of displacing workers, even lawyers, its a 50-50 toss up! Displace too many and we have riots. You will get a more full picture in a year or so. In the case of wanting to know AI preferences and what was most important to the DNC all you had to do is look at what got banned during covid.
DNC BANNED
Churches
Schools
Beaches
Small business
US citizens
DNC NOT BANNED
Large donors
Tech
Big business
Pharma
illegal aliens
They played their hand then and showed you who they preferred. It was not the middle class at all. It was the usual DNC maxist players. Beware AI apps. Like all tech there is potential for GREAT and potential for damn near total lawless corruption.
Survival is in the eye of the beholder. Covering bases can be tricky. We are spread out between Texas and Louisiana and Hawaii. Stack your chips at your peril. Life happens!
DEBT FREE RULES
$0.02USD
Aloha!
AMERICANS GETTING BY OR STRUGGLING 27% OF ALL ADULTS US FED SURVEY
SEE DATA FROM FED 2024 SURVEY LINK BELOW
That’s a lot of American adults getting by and struggling under DNC policies. As of 2024 there were approximately 264mil adult Americans aged 18-65+. That means 27% getting by and struggling are 71.3mil Americans during 2024. That same data shows from 2017 to 2020 under Trump that number never went below 26% even with the pandemic and no wars. Wages for the middle class and cost of fuel an food were much lower under Trump years. Under Biden’s Obama DNC econ policies inflation shot to 9%.
According to Forbes 28% of adults in America have less than $1000 in personal savings as of 2024. Not much of a nest egg for emergencies. That’s a lot of “working poor”. Right around 80mil people. What choice do Americans have other than voting for economics? As if government will save you or any one President like Trump. The feds have limited scope. Most of the poverty is doled out on State and County level policies. Taxes like property tax, carbon tax, wealth tax, income tax, sales tax, vehicle taxes and fees and a plethora of other overreaching charges against the middle class.
According to the US Fed survey the biggest problem Americans faced making ends meet was “inflation”. In 2022 through 2024 it was the top reason for their (D)espair by far. I believe the biggest cause of the DNC inflation was an anti-fossil fuel policy that sent costs of fuel higher and the byproduct was higher costs for food and work and travel. Add in the highly inflationary Green New Deal and the Inflation Reduction Act which spent huge funds on virtually nothing that benefitted all Americans. Roads and bridges benefit all Americans. EVs and solar panels benefit a few richer Americans and illegal alien subsidies only benefit illegals providing them food and hotels and phones and free healthcare. Open borders only benefitted the DNC NGOs and Mexican cartel terrorist who partnered to make sure American citizens were stripped of their Rights to law and order and welfare.
In terms of the lie that illegals pay taxes I never met a Home Depot day laborer who had a green card or was ever sent a W2 or 1099. How do I know? I asked them in the 1980s and 1990s when I saw them so I doubt in 2024 that changed. They also all knew it was illegal for anyone to hire them so those who did hire them were breaking the law also. My workers have always had green cards. How do I know? I got them a green card or a work permit. I only helped get them cards under two conditions. #1 they have superior work ethics #2 they learn English and assimilate. They did it turns out. I would say 85% of illegals just lay around for years and years and never do anything to get a permit or green card and when they get deported suddenly they cry foul and pretend they are abused. BS! They break US law when they enter and that is a crime so 100% of illegals are criminals even if they have been here 10 years. The DNC allowed 12mil illegals to enter the USA unvetted and uncounted and unrestrained. The DNC lost track of 320,000 children who either ended up being raped and killed or sex slaves or illegal cartel labor for California pot farms and meat packing plants. One of the owners of the pot farm raided by ICE recently was a (D)donor to Gavin Newsom(D). Why wasn’t Gavin’s pal arrested for child slave labor?
I guess when the DNC in California passed their Gig Law it got rid of workers in California and moved them to other states and replaced them with illegals in some of those positions. Only the DNC and the CCP understand the benefits of “slave labor”. Its why you mostly only see latino people shopping in Home Depot. Whites used to do all the construction decades ago, but none of whites can compete with slave labor wages. That’s the modern US contractor who use latino subcontractors with a dubious work force making low pay and no benefits and no OSHA. The only place that latinos make real wages is on Public Works projects where prevailing union wages are paid with benefits and OSHA is respected. How do I know? I was a Public Works contractor in the 1980s and 1990s. When I was on the Corcoran State Prison project back then the Project Manager announced there would be a “labor check” the next day to make sure all labor was legal on the project. The fencing contractor who had about 40 Mexicans on his crew did not show up the next day and lost their contract. The fence contractor was a totally illegal crew. This illegal slave labor has been going on for decades. Yes there would be workers if all the illegals got deported because then contractors and farmers would be forced to pay legal wages with benefits.
Another way to improve earnings and life in general is to have less government taxation and spending and/or non-inflationary spending. That means quit voting for DNC lawyers and academics in government. Ending the DNC and the WEF and the CCP would solve a lot of the world’s problems. In the meantime the world suffers and so do Americans.
FED LINK: https://www.federalreserve.gov/publications/files/2024-report-economic-well-being-us-households-202505.pdf
Aloha!
ANOTHER ASX UPPITY WA1 AND IPX
Last night was a good run for both WA1 and IPX on the ASX.
IPX +15% @ $6.33A
WA1 +6% @ $18.11
The IPX NASDAQ followed through and is up 12.3% @ $40.70USD today so far.
The IPX capital raise and halt release were combined with a IPX quarterly that popped the share price. The capital raise was $5.30A per share now two days later the share price bulldozed the $5handle and went right to $6.33. Good for those who could buy in at $5 on the CR. KAIMU buy in on ASX was $1.15A after accumulation for couple years at or below $1. The year 2026 will be big year for IPX. I believe they will prove their HAMR processing and apply it to other metals processing and bring in patent revenues for the first time. Just do not share any part of HAMR with the CCP.
The CCP is in an economic collapse now. Between massive floods and a giant real estate crash and Trump tariffs I am hoping the CCP is overthrown and something closer to capitalism with much less corruption comes to the Chinese people. I already know Xi is a puppet for now. The military are not on his side any more. Just like the American people do not deserve the DNC corruption of the past four years and the Obama years prior. Next is the WEF needs to be investigated and prosecuted for any crimes found. The WEF policies of illegal mass migration and climate change along with DEI and ESG have ruined the West. Then the Mexican cartels need to be destroyed. Corruption and high crimes against humanity cannot be allowed to win.
All of the above practice “class warfare”. That is a Marxist doctrine.
Aloha!
BUSINESS SOLUTIONS VS LAWYER SOLUTIONS
THE BATTLE IS REAL NOW
Its not Rep vs Dem. Its not about Trump’s personality of Biden’s four year coma. It’s not good vs evil. Its not racism or fascism. Its not Colbert or Epstein. Its not even Free Palestine or Ukraine. It’s not even Chicago genocide or LA sanctuary ghettos overfilled with black and latino generational poverty.
ITS THE BATTLE AGAINST BUSINESSMEN TAKING GOVERNMENT CONTROL
THE LAWYER CLASS CANNOT AFFORD TO LET TRUMP SUCCEED
It’s not even Trump succeed. Or Elon. Or Thune. Its any businessman succeeding that is a threat to their control of government grift. Lawyers have owned the US government for many decades now so now we can see their long term track record. Its not very pretty as now we have the first generation of Americans who are giving up on the American Dream. Its dismal. You can now see behind the curtain easily.
LAWYER POLITCIANS GET RICH WHILE THE MIDDLE CLASS GETS POOR
The lawyers hate that the door to government is being opened by Trump and Elon types. Being a lawyer in government means you just continue your “lawyer privilege” of never having to pay when you lose. The beauty of lawyerism is you get paid whether you win or lose and government is a perfect arena for doing nothing and getting paid. Its an easy seamless transfer from the law frim to Congress. Look at the likes of Obama and Biden and Pelosi who are multi-millionaires after 50 year careers of “nothing solved”. Look at California and Newsom as to how useless lawyers have been in government. Newsom just bought a $9mil mansion after he burned down half of LA. Much of the (D)isaster that is California today could have been prevented. (D)=(D)ESTRUCTION
The lawyer class corruption has run American government for 60 years without opposition. Once in awhile someone like Ross Perot pops up just to be swatted down by media and the two party lawyer regime.
Anyone who has ever hired a lawyer knows all their expertise is “lawfare”. The legal system in the USA has been so corrupted that there are over 90,000 pages of Federal Registry legalities. Lawyers never solved homelessness or inflation or trade or foreign policy. They never even solved wage gaps between rich and poor. They made it all worse.
After 60 years of failed lawyerism we have $37tril in debt. Here are two charts that show the long term collapse of lawyer policies for 60 years.
There is virtually no DEI in Congress. Its mostly lawyers. What is needed is more professions other than lawyers and academia. Business people, veterans, doctors, construction managers … anything but lawyers.
END LAWYER CONTROL OF GOVERNMENT
Aloha!
WHAT’S THE PROBLEM? WE ALL AGREE!
“Nobody is above the law, not even a US president!” -Joe Biden 2020 campaign
Aloha!
BOREALIS MINING(BOGO:TSXV) +7% @ $0.74C
No recent news, but they are into gold production. That is not news.
Holding of KAIMU for a year or so.
If you liked Detour Lake and Kinross then you would like BOGO management and board. Add in Rob McEwen’s 16% holding in BOGO.
LINK: https://borealismining.com/management-board/
Select infill drill results at Nyanzaga project in Tanzania (currently under construction);
57-m at 6.50 g/t
51-m at 4.43 g/t
63-m at 6.49 g/t
69-m at 3.94 g/t
54-m at 9.69 g/t
That’s just a handful; eye-popping numbers in my opinion.
Perseus Mining
Great assays! What’s the depth? How much dirt to they have to remove to get to those grades? Strip ratios count. I prefer shallower the better. Depends if it is open pit or u/g mine complex.
15 assays reported, ranging about 260-m and that high-grade hit was at 550-m which is somewhat deep. Planned open-pit. Spacing on the holes was 20-m x 40-m.
Then the question becomes how long will the company wait and how much will it cost the company to ever mine those high grades @550m depth? Add in other logistics and then government corruption, which Africa knows a bit about corruption.
I think Perseus knows all that. Is management that good? I lost track.
CEO looks like he has been around. He is forecasting 2.5M oz production in 5 years. They have another project in south Sudan. I’m less keen on Sudan. Tanzania looks fine and low-cost.
Aloha!
BUYING BROKEN HILL MINES(BHM:ASX)
IPOED A FEW DAYS AGO
In 2008 I was in Broken Hill NSW and saw the mining complex there. This company owns two of the mines Pinnacles and Rasp.
Pinnacles Mine
Inc. Perseverance Deposit: 3.5Mt at 12.3% ZnEq (4.5% Zn, 4.1% Pb, 166g/t Ag & 0.5g/t Au)
Pinnacles Exploration Target1 : 6.0 – 15.0Mt at 2.0 – 4.0% Zn, 3.0 – 6.0% Pb & 40 – 125g/t Ag
The Pinnacles Mine hosts a current Mineral Resource estimate of approximately 6.0Mt at 10.9% ZnEq (4.7% Zn, 3.3% Pb, 133g/t Ag & 0.5g/t Au).
Pinnacles has high grade shallow value that has never been drilled below 100m. Current 3000m of cores being assayed with another 4000m drilling happening now. Jump starts are good.
Rasp Mine is producing.
The Rasp MRE is a total of 10.1 Mt at 5.7% Zn, 3.2% Pb and 49g/t Ag.
1,185 kt at 6.3% Zn, 3.9% Pb and 59.8 g/t Ag of Measured Resources
2,610 kt at 5.0% Zn, 3.9% Pb and 58.3 g/t Ag of Indicated Resources
6,260 kt at 5.8% Zn, 2.7% Pb and 42 g/t Ag of Inferred Resources.
Rasp Mine is conveniently located on the Broken Hill line connecting Sydney and major NSW ports with Port Pirie and Adelaide.
Lead concentrate is typically transported to Nyrstar Lead Smelter at Port Pirie and zinc concentrate is exported globally via Port of Adelaide. Much of the historical Rasp zinc concentrate has been sold to the Nyrstar Zinc Smelter in Hobart.
Ample concentrate handling capacity available on existing rail network.
Rasp owns a rail siding connecting to the line allowing it to load concentrate containers onto wagons.
BHM LINK: https://brokenhillmines.com/
Started chihuahua position only. $0.02
Aloha!
BUYING ANOTHER RICHARD WARKE PROJECT
ZINC AND GRAPHITE
Awhile ago I mentioned putting some funds into the Titan Mining(TI:TSE) op that is run by the same billionaire who ran Augusta Gold(G:TSE). Following Bill’s rule of “betting on the jockey”! I started a chihuahua position in the $0.25-$.0.30C range then added to it over the past months. Then when G got bought out by AngloGold I threw another 30,000 shares down at $0.93-$1.05C range.
Titan is another one of those US based mining ops but this one is for graphite, so as far as I know this is one of the few that is coming online next year. Add in the zinc aspect but its the graphite that America needs a zero risk source. Taking the supply chain back from Russia and the CCP. Obviously mining ops in Africa and South America have a lot more country risk. Cartels just take over mining ops in Mexico and become “paid security” partners. What line item is that on these US and Canadian companies quarterly report? Easily hidden. What investor would invest in a mining company that has to partner with a Mexican cartel to keep their mine open? I have posted those stories here in the past. Many are from Borderland Beat which does not have skin in the mining game but does have a mandate to report all illegal business activities of the cartels. The cartels are in legit businesses like hotels and avocado farming to name a couple other than mining.
Mexico? No thanks!
TITAN LINK: https://www.titanminingcorp.com/projects/graphite/
TODAY
TI +27% @ $1.42C
DYODD $0.02USD
Aloha!
MEXICO IS A CESSPOOL SO NOW THE TEXAS BORDER IS CLOSED
That is how it works. When the USDA and Texas state government scientists detect a threat from Mexico they shut the border. What did the DNC Biden Harris do during the covid19 crisis? They threw open the border to 12mil illegal aliens to come and spread covid. Then the brain-dead Biden forced a mandate on US citizens, but kept the border open to illegals with ZERO covid testing or consequences. The DNC had ZERO any disease testing at the border. How do you calculate the human and financial cost of that DNC atrocity? That alone is a crime against humanity and a failure of Oath of Office. That was one of many ways I knew the DNC with Fauci and Moderna and Pfizer were fraudulent. Biden was a criminal in so many ways, but then again that’s what you get when you vote for “a return to normal” with these career lawyer DC anti-American grifters. What’s the Biden net worth now? Pelosi net worth? They got rich from their crimes.
SCREWWORM FLESH-EATING PARASITES
The New World Screwworm is back — and it’s moving north.
This flesh-eating parasite was once eliminated from U.S. shores but is now in Mexico, and federal officials are in a race to stop it before it crosses the border again.
On July 9, USDA Secretary Brooke Rollins shut down all livestock trade through the southern border after a fresh screwworm case was confirmed in Veracruz, just 370 miles from Texas. -Dallas Express
It would be great to have a NACASA trade zone so all these diseases and biohazards could be better regulated and halted. A NACASA trade zone would lift all boats and healthcare would rise and not be Third World squalor.
Aloha!
IPERIONX(IPX:ASX)(IPX:NADSAQ) TRADING HALT FOR CAPITAL RAISE
From what I see its 70mil shares at $5A. Closing on announcement was $5.30A. I predict not a huge share price drop once trading commences. If there is an added announcement on an EXIM or new production agreement then probably a share price increase.
For this amount they will finish their Titan mining op and finalize their expanded production facility.
KAIMU owns a large share position of both ASX and NASDAQ listings.
Do your own due diligence since this is my $0.02!