All my QC and Other holding up 20% since I brought back again They Are RGTI-SIDU-GILT-QUBT-AISP-QBTS-PYDN-LAES-GSAT-RR-POET- Two are down they are—MAXN AND WIMI Otter are just flat they are HMC-RIVN-STLA-MRK-NKE-UNH-FCX-VALE-ORCL-ADOBE with in a week will sell them all and go 100% cash, will wait for correction
Unfortunately, Solar and China ( WIMI ) won’t get any love for awhile Actually, WIMI ( along with it subsidiary MLGO ) have truly advanced cutting edge quantum research… They just need to get it out there
Yeah….it’s a good thing he wasn’t scratching his crotch in Melania’s direction… he’d lose most of the women customers…. What a media shit show…if they want Fascist go to Hamas in Gaza or North Korea
It will be good for us data on health will help to manage and find cure for many issue also will help government to find out who is milking the system?
The reason Musk, Besos, and Zuckerberg attended the Trump Inauguration.
Bernie Sanders pointed out that the personal wealth of these three increased by over $320 Billion (with a B) since the Trump election win. That’s about $4.25 B daily or well over a billion dollars every day each.
Trump wants the people to think about Musk or Bezos and maybe Zuckerberg taking them to Mars to plant the American flag.
I say, “Houston, we have a problem.” There is only so much before the public will put a stop to it, one way or another.
AI Generated, of course…😁 …..Some of the most popular stocks in the United States include Amazon, Apple, Disney, Google, Meta, Microsoft, Netflix, NVIDIA, and Tesla. Popular stocks Amazon: A popular stock Apple: A popular stock and one of the largest companies in the world by market cap Disney: A popular stock Google: A popular stock and one of the largest companies in the world by market cap Meta: A popular stock Microsoft: A popular stock and one of the largest companies in the world by market cap Netflix: A popular stock NVIDIA: A popular stock and one of the largest companies in the world by market cap Tesla: A popular stock and one of the most actively traded stocks
Trilogy Metals (TMQ)(TMQ.to) up +75% on Trump trade
Trump will open Alaska to minerals development. Trilogy has an impressive project and financial backing.
TMQ was up a further +10% today.
The Biden Administration refused to allow this company to build a road to its mining property in Alaska. When constructed, this will be a massive poly-metallic mine with impressive grades. Rick Rule once said it was basically a no-brainer if the road was permitted. I don’t know if he still feels that way, but I have written about and invested in the company when things were bleak under Biden. They have put huge capital at risk, and checked all the boxes except for the Biden rejection, and so kudos to Tony Giardini and the shareholders for hanging in. This will be a big one.
Chaos in the Oval Office on Day One is Impacting the Base Metals Markets Renewed trade tensions will pressure Copper, Nickel, Lead, and Zinc prices downward. The global base metals markets are undergoing significant volatility following President Trump’s renewed trade tensions with Canada and Mexico. The announcement of 25% tariffs on imports from these nations reset to February 1st is sending shockwaves throughout the global metals industry, causing a major shift in market sentiment.
Impact on Market Sentiment
While Trump refrained from immediate action against China, today’s tariffs announcement was expected to strengthen the dollar, which had been weakening. A strong dollar makes metals more expensive for international buyers. That has not happened as the Dollar has softened a bit or else metals prices would be even worse hit this morning. Based on wildly fluctuating prices as I am writing this)
Nickel -1.85% Lead -1.52% Aluminum -1.75% Copper -1.49% Copper has been particularly hard hit by the market pressures. The concerns over China’s economic performance and the looming trade conflicts play a major role in this decline. While there was some relief following Trump’s earlier restraint on China, the uncertainty about future US-China trade policies continues to weigh on copper prices.
Outlook and Concern The future of the base metals markets is now highly uncertain. Trump’s decision to investigate Beijing’s compliance with previous trade agreements adds to the ambiguity despite his saying he wants diplomatic engagement with President Xi. The upcoming Chinese Lunar New Year holiday and the Federal Reserve meeting are also key events that markets watch closely. Traders love the volatility. On the other hand, Investors, and metals producers and buyers are nauseated by Trump’s chaotic start. Business and investment is hurt. Politicians in Canada and Mexico will be firing back. The trade wars will start at the end of the month. To the Americans who follow Trump — blindly in many cases — I challenge you to have the President show you a single peso or loonie he’s collected from tariffs against products from Mexico and Canada. He won’t because he can’t. Trump is the master of disinformation. Politics aside, his chaos is not helping America.
BTC…Here is the 4hr battle. Trend is up, so you foolish bears need to have a tight stop if she breaks…This next bar 4hr bar is critical…New highs or rollin over…Get your bets in… baz22 I have not been around much, my company is in the midst of a private equity buyout and I have been traveling like a mad man. Hopefully in the weeks ahead my schedule will soften and I will have more time to share…Keep those stops tight….
I am determined to show the regulators how bots are used by HB&B to fleece the public and how we can fight back. The basketguy and I will be combining efforts a month or so from now for a deep dive into how bots work.
Starting digital miner’s… First is CLSK.. trading very near book value… Mining cost$ are $ 36,250 … power used is now 90% ‘ clean ‘ energy * 9,950+ BTC secured in company Treasury * 668 BTC in December, 2024 production
“CleanSpark develops modular microgrids for wind, solar, and other renewable energy sources. These microgrids can be deployed as stand-alone systems or plugged into existing energy grids, and they’re used to funnel energy into storage systems, backup generators, and load management solutions” https://www.fool.com/investing/2025/01/12
baz22(@baz22)
January 21, 2025 8:12 am
#44212
If interested, will buy ARBE… Full scale manufacturing and Nvidia… technology makes sense
Actions always speak louder than words. That truism was proved once again today as President pulled back from his promise of a day one executive order imposing extreme tariffs on Canada, Mexico, and China. Instead he wants a committee of some kind to investigate the matter. Political committees are known to take months, often years, and sometimes never get off the ground.
So what happened in the market today. The US market was closed for MLK Day but international markets and the Forex market were open today.
On the Toronto Exchange, the key companies involved with cross-border exports and transportation were up. Bombardier soared +7.2%. Cdn Natural Resources +4.4%. Cdn Pacific Kansas City Rail +1.6%. Cdn National Rail +0.9% MEG Energy +6.3%. Teck +2.0%.
The US Dollar Index (DXY) soared early, then dropped quickly but reversed and was bullish all day for a 24-hour gain of +0.41%.
These actions speak volumes more than political rhetoric.
Links to the Week In Review publications and the DeepMind discussions will be freely accessible for the next few weeks as I polish and finalize the template.
At a date to be decided in February, a free scaled-down Cara Community WIR report and different subscriber-level reports will be available.
The Trump Inauguration speech has set the bar stunningly, aggressively high.
I am not opposed to much of the content —I agree with it — but let’s be practical: Reality has a way of balancing the scales. Congress, and in some cases the States, must approve the President’s words. Other countries must agree to accept Trump’s international ambitions.
The Cara Community might like a 34-minute DeepMind audio discussion of my Global Markets Week In Review, which will be posted today under the DeepMind tab.
WIR #2 .2025 has been ready to send, but for a couple of hours I have been stuck deciding which way to go with the typesetting. I’m not going to hire a professional typesetter like I did with the books, because the job scheduling and turnaround time for a weekly are impossible. I can buy the software and do this job myself or find a retired professional typesetter with the time and probably the software. This is a tough decision because an educational group I hope to get involved with could solve the problem immediately. Maybe I will release it myself tonight with a few more easy typesetting corrections in the type size. After all, these are templates I am building, not finished reports.
Some of you might recall when many years ago, I was flustered preparing to move to the Bahamas when I commented here that I needed an assistant. Just a few hours later, I received an email from a name I didn’t know, saying “I’ll be your gopher!” I replied by asking what was his experience. I almost fell off my chair when he said he was resident chief of the Cape Cod School of Writers, or something like that, and that he was known as the edior of Peanuts, the world famous cartoon strip, following the death of Charles Schulz. That was Wally Exman who became a good friend. He even scripted an important paper for me to a bank in Nassau. Lovely person.
The forest: – Mag 7 makes up 30% of S&P 500 index – Mag 7 makes up 42% of the Nasdaq 100 – Two stocks, MSFT and AAPL make up 9% of the Dow 30! – AAPL is down 12% since Dec 26 – NVDA is down 11% since Jan 7 – MSFT is down over 5% since Dec 17
Citigroup lowered a profitability target central to CEO Jane Fraser’s plan to turn around the bank but offered investors a ‘sweetener’ in share buybacks. That’s quite a cover story.
Every time I see Humongous Bank & Broker announcing a major stock buyback near a cycle top, I say that’s the top. The Directors have decided to use the company treasury to buy shares – blocks of shares that major accounts, friends, and family could not offer for sale on the market without knocking the price down.
This weekend before his Inauguration, Trump began selling this crypto coin with a market cap exceeding $5 billion. If securities regulators have not approved it, I’m sure they will this week.
80% of the coins are owned by a series of companies he formed this month. The Jan. 6 incorporation date shows he knows how to stick to people.
He calls it a celebration of his presidency. I wonder what you call it?
Looks like Intel may have put in a bottom. Up over 9% on almost 2.3x normal volume. Stock not attractive to hold. Financials have been a disaster over the last 5 years. Is this kind of action a stock buyback or institutional buying? Is there a good place to research this? Plan to take a long call position in mid 20’s.
INTC, have looked at this stock nine ways from Sunday and passed on it. They canned the former CEO under whose guidance the shares lost over 60%. There was speculation on Friday that it might be a takeover target (by whom, is unknown). If no buyout materializes, needs a longer term view, meaning 3 to 5 years for recovery. They are a great company, heavily invested in chip foundries but lag behind in AI and other areas.
I would add that there are several blue-chip names from “yesterday” that are well knocked off in price but pay generous dividends and still have good businesses. CVS, DOW, PFE and KHC are a few examples. I would add in BTI but its too close to its 52-wk high right now. Looking over BMY and VZ too.
I am also waiting for Trump to settle in before taking any positions. His presence and policies add a lot of uncertainty to the markets, but a portfolio built around the above names could provide a 6-7% yield while waiting for price recovery. I mostly avoid the MAG7 and any stocks trading with 3-digit price tags.
Thank you both for the feedback. Looking at a March/April call option for INTC @ 24. Seems like a low-risk trade if bottom is in. I looked at BMY and did not like the outlook for the next couple years. If I recall, there was some big brand drugs dropping off with nothing in the pipeline to replace it.
The aggregate market cap of Chinese companies trading in US markets is massive.
I came across some startling figures while working on WIR #2 tonight and creating a series of watchlist portfolios. China was the last one I finished. Tomorrow, I will start preparing the WIR for Sunday afternoon publication.
I discovered for the top 169 largest Chinese (excluding Hong Kong-headquartered) public companies (by market cap) that trade on the NYSE, NASDAQ, and OTC, the Top 10 (8 of which are OTC) have an aggregate market cap (as of today’s close) of $2,088.3 trillion. The total aggregate market cap for all 169 Chinese-headquartered companies is $3,653.9 trillion.
China needs the US capital markets more than vice versa.
I missed this earlier in the week but reports indicate that the Malian govt seized some 3 Metric tons of gold from Barrick’s Loulo-Gounkoto mine, which is now shut down. That’s about 500k oz per yr of production, or roughly 12.5% of Barrick’s annual pull.
Canadian oilers I keep an eye on but looming tariffs weighing on them a bit. They need better pipelines to the coast + terminals to open export markets in the Far East, right now they export heavily to the US.
Potential new Conservative govt would be more business friendly compared to the green agenda of the Liberal govt. Forced election likely by early April.
Welcome to the promotor economy. If you are not promoting something then you are being left behind.
He should have pick Jeff bezos girlfriend to autograph—sorry Bill
All my QC and Other holding up 20% since I brought back again
They Are
RGTI-SIDU-GILT-QUBT-AISP-QBTS-PYDN-LAES-GSAT-RR-POET-
Two are down they are—MAXN AND WIMI
Otter are just flat
they are HMC-RIVN-STLA-MRK-NKE-UNH-FCX-VALE-ORCL-ADOBE
with in a week will sell them all and go 100% cash, will wait for correction
Unfortunately, Solar and China ( WIMI ) won’t get any love for awhile
Actually, WIMI ( along with it subsidiary MLGO ) have truly advanced cutting edge quantum research… They just need to get it out there
https://www.stocktitan.net/news/MLGO/micro-algo-inc-announces-the-launch-of-full-adder-operation-quantum-vpfa32asxdie.html
Some people on fintwit are suggesting $TSLA is down 5% today because of his “Nazi salute”.
Could alienate potential future customers.
Yeah….it’s a good thing he wasn’t scratching his crotch in Melania’s direction… he’d lose most of the women customers…. What a media shit show…if they want Fascist go to Hamas in Gaza or North Korea
Operation ‘ Stargate ‘ announced
Yes, this will be good. oracle, arm or sftby?
I think 1/5 will go to quantum
A continuation from 2018
It will be good for us
data on health will help to manage and find cure for many issue
also
will help government to find out who is milking the system?
The reason Musk, Besos, and Zuckerberg attended the Trump Inauguration.
Bernie Sanders pointed out that the personal wealth of these three increased by over $320 Billion (with a B) since the Trump election win. That’s about $4.25 B daily or well over a billion dollars every day each.
Trump wants the people to think about Musk or Bezos and maybe Zuckerberg taking them to Mars to plant the American flag.
I say, “Houston, we have a problem.” There is only so much before the public will put a stop to it, one way or another.
Tim cook was there too. Just not next to the cool kids.
PS the Dems will take this playbook and run with it in 2028. CEOs will forever be attached to candidates from here forward, unless laws are passed.
Same as always. Just in plain view now.
Thank you
AI Generated, of course…😁 …..Some of the most popular stocks in the United States include Amazon, Apple, Disney, Google, Meta, Microsoft, Netflix, NVIDIA, and Tesla.
Popular stocks
Amazon: A popular stock
Apple: A popular stock and one of the largest companies in the world by market cap
Disney: A popular stock
Google: A popular stock and one of the largest companies in the world by market cap
Meta: A popular stock
Microsoft: A popular stock and one of the largest companies in the world by market cap
Netflix: A popular stock
NVIDIA: A popular stock and one of the largest companies in the world by market cap
Tesla: A popular stock and one of the most actively traded stocks
Trilogy Metals: a Trump trade that has worked out well.
Following the Trump election win, I wrote:
TMQ was up a further +10% today.
The Biden Administration refused to allow this company to build a road to its mining property in Alaska. When constructed, this will be a massive poly-metallic mine with impressive grades. Rick Rule once said it was basically a no-brainer if the road was permitted. I don’t know if he still feels that way, but I have written about and invested in the company when things were bleak under Biden. They have put huge capital at risk, and checked all the boxes except for the Biden rejection, and so kudos to Tony Giardini and the shareholders for hanging in. This will be a big one.
Company presentation: https://trilogymetals.com/
Since Dec 26 AAPL went from 260 to 221 or -15%
Santa Clause PUMP and DUMP…
Chaos in the Oval Office on Day One is Impacting the Base Metals Markets
Renewed trade tensions will pressure Copper, Nickel, Lead, and Zinc prices downward.
The global base metals markets are undergoing significant volatility following President Trump’s renewed trade tensions with Canada and Mexico. The announcement of 25% tariffs on imports from these nations reset to February 1st is sending shockwaves throughout the global metals industry, causing a major shift in market sentiment.
Impact on Market Sentiment
While Trump refrained from immediate action against China, today’s tariffs announcement was expected to strengthen the dollar, which had been weakening. A strong dollar makes metals more expensive for international buyers. That has not happened as the Dollar has softened a bit or else metals prices would be even worse hit this morning.
Based on wildly fluctuating prices as I am writing this)
Nickel -1.85%
Lead -1.52%
Aluminum -1.75%
Copper -1.49%
Copper has been particularly hard hit by the market pressures. The concerns over China’s economic performance and the looming trade conflicts play a major role in this decline. While there was some relief following Trump’s earlier restraint on China, the uncertainty about future US-China trade policies continues to weigh on copper prices.
Outlook and Concern
The future of the base metals markets is now highly uncertain. Trump’s decision to investigate Beijing’s compliance with previous trade agreements adds to the ambiguity despite his saying he wants diplomatic engagement with President Xi.
The upcoming Chinese Lunar New Year holiday and the Federal Reserve meeting are also key events that markets watch closely.
Traders love the volatility. On the other hand, Investors, and metals producers and buyers are nauseated by Trump’s chaotic start. Business and investment is hurt.
Politicians in Canada and Mexico will be firing back. The trade wars will start at the end of the month.
To the Americans who follow Trump — blindly in many cases — I challenge you to have the President show you a single peso or loonie he’s collected from tariffs against products from Mexico and Canada. He won’t because he can’t.
Trump is the master of disinformation.
Politics aside, his chaos is not helping America.
BTC…Here is the 4hr battle. Trend is up, so you foolish bears need to have a tight stop if she breaks…This next bar 4hr bar is critical…New highs or rollin over…Get your bets in…
baz22 I have not been around much, my company is in the midst of a private equity buyout and I have been traveling like a mad man. Hopefully in the weeks ahead my schedule will soften and I will have more time to share…Keep those stops tight….
I am determined to show the regulators how bots are used by HB&B to fleece the public and how we can fight back. The basketguy and I will be combining efforts a month or so from now for a deep dive into how bots work.
https://billcara.com/uncategorized/a-time-for-regulators-to-own-up-to-the-truth/
I wrote on this subject a while back (undated)
I own ETHA and it is down 6%
I guess Trumpers are buying Trump and Melania coins today.
👍
Starting digital miner’s… First is CLSK.. trading very near book value… Mining cost$ are $ 36,250 … power used is now 90% ‘ clean ‘ energy
* 9,950+ BTC secured in company Treasury
* 668 BTC in December, 2024 production
“CleanSpark develops modular microgrids for wind, solar, and other renewable energy sources. These microgrids can be deployed as stand-alone systems or plugged into existing energy grids, and they’re used to funnel energy into storage systems, backup generators, and load management solutions”
https://www.fool.com/investing/2025/01/12
If interested, will buy ARBE… Full scale manufacturing and Nvidia… technology makes sense
👍Thanks for sharing your insights. 🙂
Thank you…Some decent…some not so good..!
Sidu breaking
Heightened border security…Aisp…very cutting edge
Thanks, I also own MBLY January 10 paid $16
some how Fidelity is very very slow today, never seen slow like this before
fidelity goes offline and online–They got problem today
Worth watching…Mnts..will survive
No US tariffs on key trading partners, yet.
Actions always speak louder than words. That truism was proved once again today as President pulled back from his promise of a day one executive order imposing extreme tariffs on Canada, Mexico, and China. Instead he wants a committee of some kind to investigate the matter. Political committees are known to take months, often years, and sometimes never get off the ground.
So what happened in the market today. The US market was closed for MLK Day but international markets and the Forex market were open today.
On the Toronto Exchange, the key companies involved with cross-border exports and transportation were up. Bombardier soared +7.2%. Cdn Natural Resources +4.4%. Cdn Pacific Kansas City Rail +1.6%. Cdn National Rail +0.9% MEG Energy +6.3%. Teck +2.0%.
The US Dollar Index (DXY) soared early, then dropped quickly but reversed and was bullish all day for a 24-hour gain of +0.41%.
These actions speak volumes more than political rhetoric.
Investors need facts.
Turning Vision Into Action.
https://billcara.com/help-you-invest/global-markets-week-in-review-vision-statement/
Links to the Week In Review publications and the DeepMind discussions will be freely accessible for the next few weeks as I polish and finalize the template.
At a date to be decided in February, a free scaled-down Cara Community WIR report and different subscriber-level reports will be available.
Watch oil and nat gas. If margins compress with drill baby drill, but freedom to export USA oil and nat gas may expand the top line enough.
The Trump Inauguration speech has set the bar stunningly, aggressively high.
I am not opposed to much of the content —I agree with it — but let’s be practical: Reality has a way of balancing the scales. Congress, and in some cases the States, must approve the President’s words. Other countries must agree to accept Trump’s international ambitions.
But let’s sit back and take in the show. Enjoy.
The Cara Community might like a 34-minute DeepMind audio discussion of my Global Markets Week In Review, which will be posted today under the DeepMind tab.
WIR #2 .2025 has been ready to send, but for a couple of hours I have been stuck deciding which way to go with the typesetting. I’m not going to hire a professional typesetter like I did with the books, because the job scheduling and turnaround time for a weekly are impossible. I can buy the software and do this job myself or find a retired professional typesetter with the time and probably the software. This is a tough decision because an educational group I hope to get involved with could solve the problem immediately. Maybe I will release it myself tonight with a few more easy typesetting corrections in the type size. After all, these are templates I am building, not finished reports.
Some of you might recall when many years ago, I was flustered preparing to move to the Bahamas when I commented here that I needed an assistant. Just a few hours later, I received an email from a name I didn’t know, saying “I’ll be your gopher!” I replied by asking what was his experience. I almost fell off my chair when he said he was resident chief of the Cape Cod School of Writers, or something like that, and that he was known as the edior of Peanuts, the world famous cartoon strip, following the death of Charles Schulz. That was Wally Exman who became a good friend. He even scripted an important paper for me to a bank in Nassau. Lovely person.
Where are we in the cycle of bubbles and madness?
$TRUMP #tiktok #bubble
Trump coin pulling back some
Anchors $AAPL $NVDA. Dangerous concentration in indices
The forest:
– Mag 7 makes up 30% of S&P 500 index
– Mag 7 makes up 42% of the Nasdaq 100
– Two stocks, MSFT and AAPL make up 9% of the Dow 30!
– AAPL is down 12% since Dec 26
– NVDA is down 11% since Jan 7
– MSFT is down over 5% since Dec 17
Citi Announces $20B Buyback: A Sign of the Top?
Citigroup lowered a profitability target central to CEO Jane Fraser’s plan to turn around the bank but offered investors a ‘sweetener’ in share buybacks. That’s quite a cover story.
Every time I see Humongous Bank & Broker announcing a major stock buyback near a cycle top, I say that’s the top. The Directors have decided to use the company treasury to buy shares – blocks of shares that major accounts, friends, and family could not offer for sale on the market without knocking the price down.
Whether looking at linear or log scale the stock for C is just a disaster. Many long term “investors” are prob still trapped from before the gfc.
But it was 99 cents a share at the bottom…….
Sure. There is that
Trump launches $TRUMP crypto coin.
This weekend before his Inauguration, Trump began selling this crypto coin with a market cap exceeding $5 billion. If securities regulators have not approved it, I’m sure they will this week.
80% of the coins are owned by a series of companies he formed this month. The Jan. 6 incorporation date shows he knows how to stick to people.
He calls it a celebration of his presidency. I wonder what you call it?
Looks like Intel may have put in a bottom. Up over 9% on almost 2.3x normal volume. Stock not attractive to hold. Financials have been a disaster over the last 5 years. Is this kind of action a stock buyback or institutional buying? Is there a good place to research this? Plan to take a long call position in mid 20’s.
INTC, have looked at this stock nine ways from Sunday and passed on it. They canned the former CEO under whose guidance the shares lost over 60%. There was speculation on Friday that it might be a takeover target (by whom, is unknown). If no buyout materializes, needs a longer term view, meaning 3 to 5 years for recovery. They are a great company, heavily invested in chip foundries but lag behind in AI and other areas.
I would add that there are several blue-chip names from “yesterday” that are well knocked off in price but pay generous dividends and still have good businesses. CVS, DOW, PFE and KHC are a few examples. I would add in BTI but its too close to its 52-wk high right now. Looking over BMY and VZ too.
I am also waiting for Trump to settle in before taking any positions. His presence and policies add a lot of uncertainty to the markets, but a portfolio built around the above names could provide a 6-7% yield while waiting for price recovery. I mostly avoid the MAG7 and any stocks trading with 3-digit price tags.
Thank you both for the feedback. Looking at a March/April call option for INTC @ 24. Seems like a low-risk trade if bottom is in. I looked at BMY and did not like the outlook for the next couple years. If I recall, there was some big brand drugs dropping off with nothing in the pipeline to replace it.
Just be careful with Intel. It took 14 years for buyers to break even during dot com boom bust if they didn’t have sell rules.
The aggregate market cap of Chinese companies trading in US markets is massive.
I came across some startling figures while working on WIR #2 tonight and creating a series of watchlist portfolios. China was the last one I finished. Tomorrow, I will start preparing the WIR for Sunday afternoon publication.
I discovered for the top 169 largest Chinese (excluding Hong Kong-headquartered) public companies (by market cap) that trade on the NYSE, NASDAQ, and OTC, the Top 10 (8 of which are OTC) have an aggregate market cap (as of today’s close) of $2,088.3 trillion. The total aggregate market cap for all 169 Chinese-headquartered companies is $3,653.9 trillion.
China needs the US capital markets more than vice versa.
Too busy on WIR #2 .2025 to blog much this week.
All is good, though.
I will return for all of next week.
I missed this earlier in the week but reports indicate that the Malian govt seized some 3 Metric tons of gold from Barrick’s Loulo-Gounkoto mine, which is now shut down. That’s about 500k oz per yr of production, or roughly 12.5% of Barrick’s annual pull.
Canadian oilers I keep an eye on but looming tariffs weighing on them a bit. They need better pipelines to the coast + terminals to open export markets in the Far East, right now they export heavily to the US.
MEGEF
SU
TRMLF
CNQ
Potential new Conservative govt would be more business friendly compared to the green agenda of the Liberal govt. Forced election likely by early April.