Transcription
Hey everyone, hopefully you're having a good day. My name's Andy. My channel's Finding Value. Uh, today we're going to go through Twitter and see what people are sharing on social media. I'll interject my financial opinions as we go through it together. Generally related to three different topics: wealth building, commodities, and/or financial topics. So let's dive right in, take a look, see what's going on today.
If you want to follow me, it's @financ. If you want to join our community, findingvalueal.com where I dive deeper into all these topics, subjects, sectors, looking for investment opportunities and sharing those opportunities with everyone in the community. Um, I'll give you some examples at the end of this, um, presentation of some of the entry points that I would go into. I'm not going to give the names of the companies, but you can get an idea of what I'm doing. Uh, you can join using special as a coupon code. Uh, it's a 50% discount on the first month only on the monthly membership just to try it out. It ends up being $25 for that first month. It's a $100 discount on the yearly membership which ends up being $500 bucks for the year. And you can always swap from a monthly to a yearly if that's what you want to do.
Peter Shiff says, "Now CNBC is focusing on today's meaningless Bitcoin rally as reflecting an increased appetite for risk assets in general, but they are ignoring much bigger rallies in precious metals and mining stocks, which indicate that investors are rotating into assets seen as safe havens." No, they're pushing it because they're trying they're trying to herd money into Bitcoin. They want you to be there. It's a non- It's an intangible asset. There's nothing there. So, they can collect dollars with nothing. It It It's a big scam, guys. They're just trying to flow money into it so they can buy treasury bonds with it. And it acts as a secondary soak up of liquidity so it doesn't drive up asset prices somewhere else like gold, silver, or real assets like oil and fertilizers and whatever because that shows up as inflation. So if you can con the herd into running into intangible assets, it's just nothing soaking up liquidity and then they throw it back into treasury bonds because they need to create demand for treasury bonds. That that's the way that I see it. I don't know. Uh, could be. I could be wrong. I mean, I I don't know why Bitcoin would have any value, but I I I could somehow be wrong and Bitcoin goes up and I just don't know how it stays up. That's all. They need to continually create demand to keep that thing up. So, that's what I'll say.
Uh, there, uh, silvers needed to power the digital world. Rumor has it Samsung is in Mexico trying to secure silver. China's been doing that doing this for a while. Silver is a critical component to the digital world, so it's no surprise that there's a race to hoard it for production. It's not the question of price, but can you actually get the physical? Silver's in a 5-year deficit and delivery is being demanded. When you have sold paper and called it physical, it becomes a problem. I said this a long time ago. I stated the world's going to see a problem with with physical metals and price could go ballistic because industry panics. Is this the beginning of industry panicking? Probably. Yes.
Now, when we look backwards, a lot of people I see this all over Twitter. Uh, people are trying to say that this, you know, back in history, this is going to repeat similarly. I'm not exactly sure that you can use history here. Why? In history, we've always had this massive abundance of silver all over the place. It's always been abundant. It's it's been in the hands of people. People, uh, hand it in when the price gets high. Uh, and it's been a byproduct of other metals being produced. At some point here, I think the deficits will get so big that we're going to have to basically spur gold and silver mining, like, like silver specifically mines to get the silver itself, not just as a byproduct. So I think we have to almost transverse from the old world to a new world of that, and that still might not be enough silver. I mean, I I think our solutions to energy cross a path of ridiculous amounts of minerals and that ridiculous amount of minerals that we want to put into use in industry. I'm not exactly sure how easy that's going to be to mine. We're, I mean, you go look at the copper deficits, you look at the silver deficits, you look at some of the deficits across, it doesn't really matter what it is. Lithium, nickel, cobalt, uh, all of them, graphite. And I'm just sitting here like, man, that's that this this is going to be a lot. Um, some of these I don't know if they're solvable. Like, a problem is we don't have enough copper. The solution is to go mine more copper. I don't know if that is a solution. It's going to be, we need way more copper. And then the the thing is, well, let's go mine it. Well, we don't have enough to mine. Oh, well, we'll just leech it out of the ground or or we'll go mine Mars or something like that. It's like, yeah, good luck with that. That that's not, uh, that's it's not as easy as you think. Um, when things go in the air and you have to work with gravity and you have to land something on Earth. Um, I don't know how you're going to do that with many, many, many, many tons of whatever you're trying to move. Uh, so, you know, I just I just look at this, uh, we're coming from a paradigm of abundance into a world of certain things being a lot more scarce. Uh, yes, I'm not saying it's the end of the world. I'm just stating that I I I don't think things will be the same. I I don't think we should be looking at, uh, the problems or predicaments that we are in, uh, and and and view it the same manner as the last hundred years. You know, we're not finding copper nuggets just laying around out, you know, on top of the earth, um, like we did in the 1910s. Now it's, I mean, we're mining dust in some areas. And the demand is is in 2050 is greater than everything that we've mined in history up to 2022, is it or 24? I mean, that that just seems ridiculous to me. So industry is going to go out there. They're going to start fighting for mines. Uh, that's the next step that you're going to see here. Uh, it just started. And then when they panic, u, we're going to see a price move that's going to be ridiculous. I think, uh, people waiting for a major crash in precious metals prices are likely going to be very disappointed. Time to stop and reflect. Pullbacks will happen, but 2008 is ancient history as far as gold and silver are concerned. So looking back, you know, $1,900, I told you it wouldn't hold. $2,000, as we break $2,000, $2,040, it says it's it's going back below $2,000. $2,400, this is a blow-off top, double top at $2,400, uh, $2,700, it's done. Now, silver and miners are going to are crashing too. $3,300, don't wait, don't buy the climax, wait for the crash. At $4,300, I'll buy when the stock market crashes. That's what a lot of people say. But people don't realize that we're in a completely different market condition. They have no idea what we're in. No idea. They think that we're still stuck in the past 45 years. We're not. Uh, now, I'm not stating that gold's just going to go straight higher. I don't know where the price of gold's going to go. I don't know where the price of silver is going to go in the short term. Uh, but I can tell you this. I bought it when it was cheap and I'm holding. I'm holding. I see the big 45-year cup and handle pattern. It's breaking that. Um, I don't think there's a chance in hell that we're going to see it stop at $67 an ounce. Now, we could pause. We could consolidate. What I mean by that is I don't think this pattern breaking a 45-year cup and handle is going to stop anywhere near $67. Like, put a zero on the back of it. Then I would be like, "Okay, I could see that, you know, maybe $670 or $1,000 or $500 or something like that." $67? No, that that just broke out. Now, that doesn't mean that it has to happen immediately. It doesn't mean that next year we go to infinity. Uh, it could. It doesn't mean it has to. So, patience is required. And in an increasing interest rate environment, these things go up, not down. Everyone's off sides here, guys. Everyone's off sides.
The difference between gas prices in Texas and California, just one day apart. Denton, Texas, a buck 95. Los Angeles, California, $7.89. Wow, I didn't know California had $7.89 gasoline. Uh, we're at a buck 83. I think we're a buck 83 where we're at. So, we beat all of them. What about that? I don't I don't buy that much gasoline, so I don't think it really matters, but yeah, we're below both of those.
Brady says, "Gold in a 45-year parabolic slingshot moved 85% since posted on the blue breakout in linked post. Hope you caught the whole move as we did at the service. Target is Target is $15,000 bucks an ounce since many years back and might raise it further. It's happening now, not later." Uh, gold, the 53-year chart, three, it's the three gold bull moves for the present monetary system. He says this is the third and final bull phase. We've got a breakout of the cup and handle. The red parabola line fits perfectly, and the time frame makes complete sense for a move like this. So, that's what we've got going on here, guys. Uh, we've got a, uh, big move ahead of us in gold. Potentially $15 grand, potentially way more than that. And I, you know, I a lot of people focus on all these price targets. They focus on all this stuff. All I do is focus on the drivers. What is driving gold higher? People don't want to put their money in bonds. So then they they come up with these stupid concoctions to try to get you to buy crypto. They're flinging it on CNBC up here. Yeah. Go buy Go buy Bitcoin. Go buy this crypto. Go buy this absolutely worthless asset so we can fleece the herd into buying our treasury bonds because we can't get the demand anywhere else. Other countries are going in and buying gold and silver and platinum. They're buying oil. Uh, oil is going to go through the moon, just to let you know. Uh, and that's what they're doing. They're going in there and they're buying all that stuff.
Michael Oliver, the asset class shift has officially begun. Uh, we'll probably see $200 silver by the second quarter. Now, I could be wrong. We might vastly overshoot and see something even higher than that. Be in silver and miners now. Michael Oliver at Momentum Structural Analysis. He says this is the breakout from a half-century trading range. For 50 years, silver's been contained. That containment is now failing. Why is this time structurally different? Gold has broken out versus the S&P 500 on a spread basis, signaling a major asset class rotation. That's what we've been talking about here. Silver's broken out versus gold, meaning it's set to outperform dramatically. The miners are breaking multi-decade spreads versus gold, poised to double relative value. The historical precedent is stunning. When copper broke out of a 30-year range in '05 and '06, it quadrupled in two quarters. When lead, when lead did the same in 2007, it also quadrupled in a few quarters. Silver's now breaking out of the 50-year range. The potential velocity is immense. This is the start, not the end. The breakout signals the beginning of a multi-year trend, not a short-term spike. Capital is just starting to rotate from inflated equities, S&P and NASDAQ, into the monetary metals complex. Totally agree. Is it too late to invest? The clear technical answer is no. Entry points are always higher in a genuine breakout. This is the last major entry before the move accelerates. The bottom line, the charts are screaming that historic compressed repricing of silver and mining equities is imminent. This is a structural shift, not a speculative spike. Being early feels late, but being late will be costly. So that's what's going on there in his opinion with silver. Do I agree with his opinion? I do. I do.
Now, am I did I go out there and buy a bunch of silver at the at these prices up here? I I personally have not. Um, I purchased it at, you know, $18, $20, $22 bucks. $20, I think $25 was my highest that I purchased and I just I I bought so much I'm running out of storage room. I I just I I don't feel like I need to buy it up here. That's all. I'm waiting and holding and and watching it.
Uh, Lennar, which is a home builder, says the Feds are cooking up something big to address housing affordability. A number of homebuilders have gone in to see critical officials within the federal government. And I I don't really play this game here, guys. I don't. But I think having some exposure to the homebuilders, that makes sense if they're going to try to do something like this. We have the buyers. Affordability is the issue. Uh, they're all stuck underneath, uh, the affordability right now. They're all just, I mean, they exist. They're just at a little bit lower level. And that's, you know, I see some of these guys on Twitter talking about a housing market crash. I'm like, they're, oh my goodness. I I just shake my head. It's the reason I created my YouTube channel is because these people, they have no idea what they're doing. I'm sorry. They have no idea. You've got a bunch of buyers. Yes, they're underneath the current pricing. But those, that that creates a base in technical analysis, that's called a base. They have a base of buyers, which when it dips down into that base, you're going to get a whole bunch of buying. I don't know. I don't know how else to explain it.
Eric Yun says, "Silver solid state battery, 5 to 10 minutes full fast charging, 1,000 miles range per charge. The battery will last at least 20 years." Yes, Samsung's silver enhanced solid state battery is significantly more fireproof, resistant to catching fire, experiencing uncontrolled thermal runaway, than traditional liquid electrolyte lithium-ion batteries. If this does go through, I think this will be a game-changer for electric vehicles, this silver solid state battery. The problem is it uses a gobload of silver. So, it's great for silver investors. Um, and then you're going to start to see these guys fight for silver supply. It's going to get real interesting. They're going to go directly to the mines and say, "We need a whole bunch of silver." And then when silver gets tight, which it is, prices go up, more industry insiders are going to start to fight for silver. Apple's going to start fighting and all these big guys that use silver in their products. They're going to go straight to the mines, are going to start fighting for mines. Here it is. We're right at the beginning. Um, I think the easiest way to play this, man, physical silver. That's just it. It's just easy. Then the miners.
Uranium demand is set to surge in the coming decades. It says the US will spend more than $350 billion on nuclear power through 2050. Yeah, we will. Guys, all So, here's another thing. All solutions are electricity-based. All solutions to oil problems. We're going to have a problem in oil and it's going to be massive. So, when that problem comes, we're going to have problems in all sorts of metals. Copper is not going to be there. And I don't I don't I mean, we're going to have to figure out ways to conserve copper. So, small modular reactors put on site. Completely possible. Completely possible. And and all you have to do is have the foresight today when no one's looking to get invested and just stay there. You don't have to jack around. You just get invested. You stay and you just sit through this entire demand coming. You don't have to do anything. You get invested now when no one's looking, when everything's cheap. Well, I did in 2020. And then you just sit. You don't do anything. You just wait. Now, some people say, "Oh, you know, um, I want to make money faster." Then go start a business, guys. Go start a business because investing, you find these big trends and then you just play the big trends. That's that's how you make it in investing. You don't force yourself to take on copious amounts of risk. You don't force yourself to make stupid decisions in the short term because you want to try to make money faster. That's how you lose money. Then you let compounding carry you up with this with these big trends. That's how you make the money.
Tracy says, "You want something for your mind to chew on. Even if you think EVs will offset gasoline demand, they actually increase petrochemical demand." Why? Well, EV batteries are heavy. So, in order to increase mileage efficiency, electric vehicle automakers need to incorporate as many plastics in their vehicles to lower the weight of the vehicle. I'm sure any of you F1 fans understand this. Well, I'm an F1 fan. I don't think there's a ton of plastic on the car. I think it's mainly made out of carbon fiber, uh, you know, graphite, carbon fiber, uh, maybe Kevlar or something on the lines of that. Uh, and aluminum perhaps. I don't think they have a ton of plastic. I mean, there's plastic on it, don't get me wrong. And there's plastic and the steering wheel, maybe. I think I may be carbon fiber to be honest. I think most of it is carbon fiber.
Platinum outperforming gold. Why does that matter? So, we got and again, I'm just going to go over this real quick because platinum is continuing to outperform gold. We're seeing a nice little breakout here and it looks like it's sticking. Uh, so when platinum outperforms gold, we're in an inflationary environment. This is a disinflationary environment. This is an inflationary environment. Last inflationary environment, platinum outperformed gold and stayed elevated around the 2.2, 1 ounce of gold to 2.2 ounces of platinum. If we go back there, which I hope we do because I would be very happy if that were to occur, that would be a four over a four. That'd be about a four or 5x in, uh, outperformance of platinum versus gold. What that means is going from 0.5 to 2.2, 2 that we would get, uh, 5 ounces of gold for every platinum ounce that we had purchased down here. Now I purchased even lower. So maybe I get six, you know, 6 ounces or something or seven even. Man, that is insane to think about. That is absolutely insane. Uh, how well I'm playing this. It really is. Uh, I'm not trying to boast. It's just ridiculous because if if that does turn out like that and and let's say the ratio does go to something ridiculous where platinum goes to two times the price of gold, I would, if I, if I swapped over, there's a possibility I get six times. So 1 ounce of platinum would yield me six ounces of gold from the ratio that I purchased it at. That's just mind-boggling to me. It's absolutely mind-boggling and and it's mind-boggling what I did with palladium, uh, and and some of these other metals that I did. What a great strategy that I've been deploying. And you know what's crazy? Um, you know, I learned this about the gold to silver, uh, ratio and then I just started doing it in my life way back in the mid 2000s. Um, it was very early when I caught on to the ratio stuff. Uh, and and looking back, I mean, it, it was so simple, it was so easy, and it's so powerful. And the the the thing is, there's such little risk doing it because it doesn't matter if you're in deflation or inflation or any of this stupid currency to basement crap. You're protected against that. And it and it's so simple and it's outside of the system. Oh my god, it's such a good idea. Anyway, there's that. Uh, zoomed in, you can see platinum's really starting to take off against gold. And, uh, I put this in here, long commodities, short long-term bonds as inflation rises. So that is, uh, real assets, commodities. And you can see platinum here is more inflation sensitive than gold or even palladium and silver. So, uh, when platinum outperforms gold, platinum and silver, that's in an inflationary environment. That's the environment that I think is coming. So, I think Platinum is going to outperform. Fingers crossed, baby. Fingers crossed.
So, I'm going to go here. I know this is silver. I'm going to, uh, change the settings real quick. Uh, canvas. We're going to get rid of the watermarks. And then I'm going to hit okay. We're going to go to percent there. Uh, and then I'm going to show you a couple of things. So, one of the things that we were that we've invested in, uh, for the, uh, space here, uh, to show you just an idea. Um, this was one of our our picks. We had purchased it in this area down here, uh, and that is one of our best performing picks. It's a company, uh, that has gone up many, many fold. And from this particular area down here, it's up over a thousand percent. It's a, some of some people are up over 1,200%. Um, in a year, year and a half, two-year holding period. So, that's to give you an example of what's going on there. Uh, some of the opportunities and what the charts kind of look like real quick if you guys are interested in joining the website. Um, oops, I kind of blew past that. Uh, just to give you an example, here is here's one. Uh, we're just starting to break out. So, uh, we're looking for these big breakout periods. So, the upcycle, uh, is here. The down cycle is here. You can see that's a, a inverted flag pattern. We've bottomed and we've been, this is a big bottoming pattern here, uh, and we're just starting to break out. Uh, we did purchase it in this corner right there, uh, in the beginning, and we have broken out and we are going into an uptrend for this particular company. And that's some of the the opportunities that we try to identify early and get in, uh, really early as that plays on out.
Um, another opportunity to give you guys an example, uh, would be something like a falling wedge into a double bottom and buying some of these bottoms. Uh, so we've been buying these and, uh, creating portfolios over over time and we use those opportunities to beef up the portfolio when it's cheap. Uh, hold on and and ride it. So, if you're interested in signing up and you're looking at these things, um, definitely sign up using that special coupon code. I, uh, there's a lot of things that I look at. We do talk about portfolio allocation, position sizing, um, really driving down and looking for the gigantic asymmetry, outperformance. Uh, and that's really what I try to do for everyone in the community there. Um, we've got a, a ton of good entry points over the past few years. A lot of people are reporting returns, uh, this year between, I would say 40 and 110%. So most people, depending on how their portfolio composition is, if they overweighted some of the gold, silver, mining companies, they're up closer to 100% this year, this year alone, their whole portfolio. If you are overweight in some other sectors that other people are, uh, you'll be closer to the 40, 50% year-to-date, uh, up range. And this is not trading in and out. Uh, this is taking positions very early, very low, uh, and then riding them. And that and this is the returns that that people are actually getting in the community. I'm not stating that these are hypothetical. They're actually getting these returns. Uh, so there's a strategy that I deploy. I have a video that's up on the website that goes through the strategy. It, it kind of walks through the strategy of what I'm doing, how I'm doing it. It talks a little bit about portfolio allocation and the asymmetry and kind of what I'm doing with it, and it gets you your feet on the ground. Then you can come to the Q&A sessions on the weekend, Saturday or Sunday, where you can ask me questions directly. They're all recorded. You can see previous ones. Uh, some members I think have watched almost all of them, which is which is great. Uh, and I think the biggest thing, uh, with this is you gain a lot of conviction. Uh, you're not as wishy-washy, you're not chasing price. Uh, you're buying low, you're buying tight, you're buying clean patterns, you're buying, uh, low valuations at bottoms of cycles. You start gaining conviction after you get a couple of these under your belt, a couple, you know, 100, 200, 300, 400%, you know, two, three, four, five baggers under your bags or under your your belt, and then you gain confidence in the system and the strategy. So, if that's interesting to you, uh, definitely join. We have a Discord, too. You can interact with me directly on the Discord.
All right, guys. That's all I've got for today. So, we'll catch you next time. See you.