Discover and read the best of Twitter Threads about #platinum
Most recents (24)
1) Welcome to a new #accredited #tweetorial, "Utilizing Immunohistochemistry Testing, Biomarkers, and Targeted Therapeutics to Optimize Outcomes in Patients with NSCLC," featuring the highlights of a symposium presented at the #ESMOIO22 congress.
@myESMO #LCSM #FOAMed
@myESMO #LCSM #FOAMed
2) The faculty for this outstanding program were @peters_solange (Chair) 🇨🇭, @HosseinBorghaei 🇺🇸, Natasha Leighl MD 🇨🇦, and @dplanchard 🇫🇷. A truly international roster of experts in #oncology!
Don't miss prior accredited courses in this space at oncologytweetorials-ce.com/category/lung-….
Don't miss prior accredited courses in this space at oncologytweetorials-ce.com/category/lung-….
3) This program is supported by an educational grant from Sanofi. Statement of accreditation and author disclosures are at oncologytweetorials-ce.com/disclosures/.
Since knee-jerk price collapse, $gato.to was up as much as 140% if you were buying when other were fearful.
Same for $rio.v.
$air.v next? Not a lot of developed/developing pge deposits out there in safe jurisdictions. For small caps, there's like 5-6 in the world?
$fme.ax
Same for $rio.v.
$air.v next? Not a lot of developed/developing pge deposits out there in safe jurisdictions. For small caps, there's like 5-6 in the world?
$fme.ax
whether it's a slow decline, or a sudden 50% off, both these these #platinum #palladium deposits are being priced like the supply of these critical and rare metals is secure for the next 30 years, and gas/diesels cars are already phased out.
$fme.ax
$fme.ax
4 pie charts.
1 and 2 are palladium demand and source of origin.
3 and 4 are platinum demand and source of origin.
While auto uses up almost 75% of palladium, it only accounts for 1/3rd of platinum. These elements occur in the same deposits.
1 and 2 are palladium demand and source of origin.
3 and 4 are platinum demand and source of origin.
While auto uses up almost 75% of palladium, it only accounts for 1/3rd of platinum. These elements occur in the same deposits.
Another 2% of #platinum NYMEX inventories gone today
229k ounces left
#platinumsqueeze continues to build
229k ounces left
#platinumsqueeze continues to build
Another 1% today, chippin away
The trickle continues, 225k ounces left
LBMA #silver inventories dropped another 3.6% last month!
The #silverdrain continues!
And remember, a significant portion of this is allocated to ETFs like $SLV
LBMA: "These figures provide insight to LBMA's ability to underpin the physical OTC market"
That ability is falling
The #silverdrain continues!
And remember, a significant portion of this is allocated to ETFs like $SLV
LBMA: "These figures provide insight to LBMA's ability to underpin the physical OTC market"
That ability is falling
Also always fun to point out that 6 years after the @lbmaexecutive said they would start posting #platinum inventory data there's still nothing
They said it would begin "soon"
Why is that?
#platinumsqueeze would happen, that's why
They said it would begin "soon"
Why is that?
#platinumsqueeze would happen, that's why
the other thing to note is that COMEX inventories are falling at the same time.
Thus, unlike the drop in 2020 where LBMA silver flows went to backstop the COMEX vaults, both are experiencing simultaneous drains as silver is consumed by demand in excess of supply
Thus, unlike the drop in 2020 where LBMA silver flows went to backstop the COMEX vaults, both are experiencing simultaneous drains as silver is consumed by demand in excess of supply
I said I'd start doing this, and I'm still only on twitter and reddit, so here is as good of place as any
Just finished a rebalance exercise so it's a good time to add it all up
Current approximate allocation in my portfolios (including my self managed 401k):
Just finished a rebalance exercise so it's a good time to add it all up
Current approximate allocation in my portfolios (including my self managed 401k):
#Silver (PSLV + Physical) 16.4%
#Platinum (PPLT + Physical) 14.5%
$LTPZ 14.4%
$SILJ 13.9%
$PICK 8.5%
$URNM 8.1%
$USO 6.9%
$GDXJ 4.7%
$CENX Jan Calls 2.4%
$SII Feb Calls 1.8%
$ANGPY 1.4%
$IMPUY 1.4%
$PLG 1.4%
$RJZ 1.4%
$LAND 1.4%
#Gold (PHYS + Physical) 0.7%
Cash/Other 0.8%
#Platinum (PPLT + Physical) 14.5%
$LTPZ 14.4%
$SILJ 13.9%
$PICK 8.5%
$URNM 8.1%
$USO 6.9%
$GDXJ 4.7%
$CENX Jan Calls 2.4%
$SII Feb Calls 1.8%
$ANGPY 1.4%
$IMPUY 1.4%
$PLG 1.4%
$RJZ 1.4%
$LAND 1.4%
#Gold (PHYS + Physical) 0.7%
Cash/Other 0.8%
Since the beginning of the year I've been expanding into many commodities and inflation plays and have been periodically rebalancing my weights based on market moves
This is probably a bit more diversified than some may have thought, also why I thought I should start sharing
This is probably a bit more diversified than some may have thought, also why I thought I should start sharing
4 RICO not suave
#JPMorgan traders
go on trial today🧵
Wait?!
US DoJ claims PM mkts 'were' criminal
JPMorgan still dominates US precious metals derivative mkt share
This topic is way deeper than mere greed
- bloom.bg/3Pf2W97 -
2 Bloomberg reporters tagged below
#JPMorgan traders
go on trial today🧵
Wait?!
US DoJ claims PM mkts 'were' criminal
JPMorgan still dominates US precious metals derivative mkt share
This topic is way deeper than mere greed
- bloom.bg/3Pf2W97 -
2 Bloomberg reporters tagged below
IRONIC TIMING:
💣former London gold trader
precious metals mkt makers increasingly use unsecured derivatives to subvert mkt forces, now decades running:
reaction.life/dont-forget-th…
"Once investors swallowed this stupefying pill it was easy to sell them gold that simply didn’t exist."
💣former London gold trader
precious metals mkt makers increasingly use unsecured derivatives to subvert mkt forces, now decades running:
reaction.life/dont-forget-th…
"Once investors swallowed this stupefying pill it was easy to sell them gold that simply didn’t exist."
JPMorgan
paid a paltry $920 million fine
for the US Department of Justice's 8 yr RICO precious metals rigging indictment 2008-2016
US Office of the Comptroller of the fiat Currency
often known by the acronym OCC just acknowledged Q1 22 that +90% of PM derivatives = JPMorgan/Citi
paid a paltry $920 million fine
for the US Department of Justice's 8 yr RICO precious metals rigging indictment 2008-2016
US Office of the Comptroller of the fiat Currency
often known by the acronym OCC just acknowledged Q1 22 that +90% of PM derivatives = JPMorgan/Citi
Gap fill on $GDXJ & $SILJ last week, but no such luck with $GDX. Stopped dead at the gap now may be rolling over. (Upside, GDX held lows while GDXJ & SILJ broke them & recovered)
There are a few things concerning me here with miners that seem a bit reminiscent of last summer/
There are a few things concerning me here with miners that seem a bit reminiscent of last summer/
$Euro has been a perfect example recently of something I've illustrated before in articles. Bull markets, RSI>40, MACD above 0. Bear markets RSI<60 MACD<0. Euro has been declining for a whole yr now. RSI never printed above 60, MACD has stayed below 0 line the whole time/
Notice $GDX chart. Decline phases red, incline green. Inclines=corrections to near MAs, then resume higher RSI> 40, MACD>0. Declines=price peaks just above MAs, RSI<60, MACD<0 line.
Price rolling over testing orange MA w/ RSI ~52 & MACD<0. Feeling like summer 2021 again/
Price rolling over testing orange MA w/ RSI ~52 & MACD<0. Feeling like summer 2021 again/
Africa should take full advantage of current elevated prices to cash in on mineral wealth: The African continent is home to substantial reserves of #copper and #cobalt (in the Democratic Republic of the Congo—DRC—Zambia, South Africa and Zimbabwe), #diamonds (in Botswana and…
Angola), #platinum (in South Africa and Zimbabwe), #uranium (in Namibia, Niger and South Africa), #gold (in Ghana, South Africa and Sudan), #iron (in South Africa), #manganese (in South Africa, Gabon and Ghana), bauxite (in Guinea), #lithium (in Zimbabwe), #coal (in South Africa
and Mozambique), #naturalgas (in Algeria, Egypt and Nigeria) and #petroleum (in Nigeria, Angola, Algeria and Libya).
Spot #palladium rises about 3%. $XPD
Spot #palladium rises nearly 6%, topping $2,400/oz. $XPD
LONDON PLATINUM AND PALLADIUM MARKET SAYS SUSPENDS RUSSIAN REFINERIES FROM ITS GOOD DELIVERY LISTS.
#Palladium $XPD
#Palladium $XPD
UBS expects #platinum prices to rise to $1,150/oz by end 2022 (revised up from $1,100/oz previously), potentially even higher thereafter.
$XPT
$XPT
UBS expects a recovery in #palladium prices to $2,000/oz, before leveling off at the end of the year and likely beyond.
$XPD
$XPD
UBS: See a rebound in PGM demand due to expected easing of auto supply chain constraints, including shortage. Expect #palladium market to be balanced in 2022. Expect #platinum market to be slightly undersupplied by around 100,000 ounces or 1.3% of annual demand in 2022.
$XPT $XPD
$XPT $XPD
💸 Is hyperinflation a reality? How to protect yourself?
Money may well depreciate at times. This has already happened before, even in developed countries. #Inflation in developed world is accelerating, and the authorities are carried away by populism.
Money may well depreciate at times. This has already happened before, even in developed countries. #Inflation in developed world is accelerating, and the authorities are carried away by populism.
• In the #US, inflation has already accelerated to 6.2%
• In #Germany, it reached a 28-year high of 4.5%.
Authorities of developed countries put above #inflation problems of #SocialJustice in labor market (employment in all minority groups is important) and #climate warming.
• In #Germany, it reached a 28-year high of 4.5%.
Authorities of developed countries put above #inflation problems of #SocialJustice in labor market (employment in all minority groups is important) and #climate warming.
Populist views are capturing the minds of monetary authorities, which only fuels #inflation. This was the case in the #USA in the 1970s: prices almost tripled.
And sometimes it was much worse: in Israel in the 1980s, prices for goods jumped ~10,000 times.
And sometimes it was much worse: in Israel in the 1980s, prices for goods jumped ~10,000 times.
(1/n) Had shared insights on Value received on #Amex #Platinum Card in below tweet. Some more insights on the super value I got in the free stays using @TajHotels Vouchers (Received from @AmexIndia) & MR Points over the past 4 Weeks!
#indianmilesguide
#indianmilesguide
(2/n) Hotel 1 - @VivantaHotels #Pune
No. Of Nights - 1
No. Of Rooms - 1
Revenue Booking Value - ₹5,724
Paid by:
1. ₹5,000 Taj Vouchers
2. Gold Status Benefit - ₹672
3. ₹52 (By Card 😆)
#indianmilesguide
No. Of Nights - 1
No. Of Rooms - 1
Revenue Booking Value - ₹5,724
Paid by:
1. ₹5,000 Taj Vouchers
2. Gold Status Benefit - ₹672
3. ₹52 (By Card 😆)
#indianmilesguide
(3/n) Hotel 2 - @JWMarriott #Pune
No. Of Nights - 1
No. Of Room - 1
Revenue Booking Value - ₹10,749
Paid By - 15,000 #Amex MR Points
#indianmilesguide
No. Of Nights - 1
No. Of Room - 1
Revenue Booking Value - ₹10,749
Paid By - 15,000 #Amex MR Points
#indianmilesguide
As we must look forever forward; with the current corrections i did a *little* bit of work (don't expect more) to find more deep value.
Now that #Uranium's gone up, and hopefully #Silver is next in a flight to safety;
With #Palladium correcting, #Platinum's becoming VERY cheap.
Now that #Uranium's gone up, and hopefully #Silver is next in a flight to safety;
With #Palladium correcting, #Platinum's becoming VERY cheap.
The last times it was below $900, was in 2020 (panic), 2018 (bear market), 2016 (double bottom), 2008 (panic), and 2005/2004 (bull market).
Meanwhile, the outlook for #platinum is far more positive now:
- ICE cars being phased out before 2075 *is a pipedream*.
Meanwhile, the outlook for #platinum is far more positive now:
- ICE cars being phased out before 2075 *is a pipedream*.
When 1 or 2 smallish countries try to transition fully, sure, it can happen.
When the entire world tries to do so at the same time, which includes China, NONE of the battery metal industries are ready for that scale.
Nickel, Lithium, Cobalt, Copper, Rare Earths. None are ready.
When the entire world tries to do so at the same time, which includes China, NONE of the battery metal industries are ready for that scale.
Nickel, Lithium, Cobalt, Copper, Rare Earths. None are ready.
Palladium production may decline in 2021 by 20% because of an accident at the mines of #Nornickel, major #palladium producer in the world. Regardless of how the situation at the mines will be resolved, the market may experience a price shock.
Part 1/1 Nornickel is the major world’s #palladium and high-quality #nickel producer and also a major producer of #platinum and #copper. The company produced a total of 2,826 thousand ounces of palladium (80115 kg) in 2020, that accounts for 40% of palladium world production.
1/2 On 24/02/21 it became known that operations at Oktyabrsky and Taimyrsky were suspended due to flooding by groundwater. These 2mines are largest copper-nickel deposits and key assets of $GMKN, with a combined production of 9.5 mn tons of ore per year- 36% of all output in 2020
#BOND WATCH!
🚨🚨MEGA ALERT!🚨🚨
#USA 30 YEAR REAL YIELD GONE POSITIVE!
@HustlerHindu reminded me i once said;
"The only thing i fear is US real rates going positive"
We're here.
#WallstreetSilver #Silversqueeze $PSLV #PSLVChallenge #fintwit @WallStreetSLVR @Galactic_Trader
🚨🚨MEGA ALERT!🚨🚨
#USA 30 YEAR REAL YIELD GONE POSITIVE!
@HustlerHindu reminded me i once said;
"The only thing i fear is US real rates going positive"
We're here.
#WallstreetSilver #Silversqueeze $PSLV #PSLVChallenge #fintwit @WallStreetSLVR @Galactic_Trader
The reason i said that is simple.
"Once real rates go positive, they won't be able to be stopped."
"When real rates go positive the negative rates/gold correlation will break, as it's not causation"
"Rather going up with yields going down, gold will go up with yields going up"
"Once real rates go positive, they won't be able to be stopped."
"When real rates go positive the negative rates/gold correlation will break, as it's not causation"
"Rather going up with yields going down, gold will go up with yields going up"
We're here.
The bond market collapse is upon us.
BUY SOME FUCKING PRECIOUS METALS!
@PalisadesRadio @goldsilver_pros @GoldTelegraph_ @TheLastDegree @TheEarlyStage @LawrenceLepard @TeminatorTrader @jameshenryand @GlobalProTrader @maartenverheyen @Ben__Rickert @SilverChartist
The bond market collapse is upon us.
BUY SOME FUCKING PRECIOUS METALS!
@PalisadesRadio @goldsilver_pros @GoldTelegraph_ @TheLastDegree @TheEarlyStage @LawrenceLepard @TeminatorTrader @jameshenryand @GlobalProTrader @maartenverheyen @Ben__Rickert @SilverChartist
#Silver #Gold #Platinum #Comex #Shadowcontracts UPDATE!
#Silversqueeze/#PSLVChallenge edition!
With interesting data on $PSLV and $SLV shorts. Data first, analysis below! 👇
#WSS #Wallstreetsilver #PSLV #goldsqueeze #platinumsqueeze #Fintwit @WallStreetSLVR @Galactic_Trader
#Silversqueeze/#PSLVChallenge edition!
With interesting data on $PSLV and $SLV shorts. Data first, analysis below! 👇
#WSS #Wallstreetsilver #PSLV #goldsqueeze #platinumsqueeze #Fintwit @WallStreetSLVR @Galactic_Trader
First the one everyone wants to know: #Silver.
77 shadowcontracts, meaning +385,000 ounces found and put up for delivery *this month*, before the delivery wall hits in just a few days. Calendar says "last day of delivery 26th of February" - these ounces will be delivered by then
77 shadowcontracts, meaning +385,000 ounces found and put up for delivery *this month*, before the delivery wall hits in just a few days. Calendar says "last day of delivery 26th of February" - these ounces will be delivered by then
Preliminary rollover of -10,8k which'll go up to ~-11,5k in the final report. I've seen these numbers before and it was expected, the question is, is that gonna happen more?
To hit the previous record of ~16k, they need to shed another ~32k contracts in 4 days.
To hit the previous record of ~16k, they need to shed another ~32k contracts in 4 days.
FT - $Silver surge could signal coming commodities boom. Serious mainstream press.
FT yesterday - "Food inflation concerns deepen as prices reach highest level since 2014."
Bloomberg Commodity Index BCOM goes back to 1960.
$SPY $QQQ #Commodities #Gold
ft.com/content/faef0b…
FT yesterday - "Food inflation concerns deepen as prices reach highest level since 2014."
Bloomberg Commodity Index BCOM goes back to 1960.
$SPY $QQQ #Commodities #Gold
ft.com/content/faef0b…
2) Sure like a 12Y downtrend reversed in December.
Agricultural commodities also did so on a linear chart in Dec. $DBA continues chugging along and has even more upside on a log chart if this is real.
Back to silver. Did silver break out vs. BCOM ...
Agricultural commodities also did so on a linear chart in Dec. $DBA continues chugging along and has even more upside on a log chart if this is real.
Back to silver. Did silver break out vs. BCOM ...
3) (which also tells you how atrocious commodities broadly have been for so long)?
At least on this chart, the run from 20 to 30 last summer happened after ratio broke the old high. Maybe we're just retesting that point with silver correcting & other commodities rising?
At least on this chart, the run from 20 to 30 last summer happened after ratio broke the old high. Maybe we're just retesting that point with silver correcting & other commodities rising?
Silver has been manipulated by multiple banks, specifically JP Morgan, custodian of the manipulated $SLV silver derivative market, but they are not the only one responsible for manipulating the silver price
^^ this thread goes in depth on JP Morgan
2/
^^ this thread goes in depth on JP Morgan
2/
This market manipulation goes back to the years just after America left the gold standard in 1971. The following is from #Wikileaks, originating from the Dept of Treasury.
3/
3/
Gold and silver are both heavily manipulated, but it’s silver that comes in first place in the manipulation Olympics.
Check the ratios.
The first chart is the gold to monetary supply ratio
The fourth chart is the Gold to silver ratio (GSR)
Silver at cyclical lows
4/
Check the ratios.
The first chart is the gold to monetary supply ratio
The fourth chart is the Gold to silver ratio (GSR)
Silver at cyclical lows
4/
@RaoulGMI Good Morning! You asked what is happening to #Gold and #Silver. This is my take - a summary of the governing Thesis on TheZebergReport.com for a long time! Hope you can use the input! 🙋♂️🙂
Since ~2000 we have been in Kondratiev's Winter. A period where GLOBAL DEBT causes low and falling growth rates. Central banks try to counter this by printing money (Monetary Stimulus). However, Deflationary forces from debt causes deflations to unfold - despite extreme measures
To the frustration of Central Banks, they cannot create inflation despite extreme money printing. They stimulate by infusing money into the system but cannot make the money circulate. Velocity drops dramatically. What they miss...You cannot solve a solvency problem with Liquidity
A few tweets on one of my favorite under the radar junior explorers tonight...... Bitterroot Resources $BTT.V has projects in Michigan and Nevada. Tonight I'm focusing on the LM Project located in Michigan's Upper Peninsula.... #copper #metals #mining #nickel #palladium #platinum
Bitterroot Resources Ltd.(51%) and its partner Below Exploration Inc. (49%) are exploring the LM Property for high-grade nickel-copper-platinum-palladium deposits similar to Lundin Mining's Eagle and Eagle East mines in the Upper Peninsula of Michigan. $BTT.V
At Lundin Mining's Eagle Mine and elsewhere in the Mid-Continent Rift region, disseminated sulphides occur around bodies of massive and semi-massive sulphide mineralization. In August $BTT.V released encouraging drill results from a 4-hole 1,411 meter drill program at LM....
Sunday Charts-DD thread. Ready for another 🔥 week as we roll into December #mergers #investments #filings #custos #OTC Lets get it....👇👇
$BRNW Verified profile late in the trading day Friday. 620M float (updated SS) Do you see what’s running now...2.8B floats, 3.6B floats, 10.7B floats. You better have eyes GLUED to this one. You put HALF of that volume into THIS one and man oh man. Gonzo! $SUTI $PRPM $TSNP
$AWGI LOVE how this held up and found a base in those mid 20’s despite the crazy volume on a few others. Moody custo with LOTS of eyes on it. Watch it trade. Not hard to tell. Accumulation starting to curl back up. 006+ I’ll be looking for this week. $KAVL $TKSI $CHSO
Charts-dd thread going into 🦃 week. #investments #mergers #filings #custodianships #miners #EV #OTC Let’s do it.......👇👇
$SSET Articles of Merger out showing they’re now a SPAC (Special Purpose Acquisition Company). Email floating around saying this IS legit. Beauty setup with a 16M float. The acc. around 04 is impressive with a nice bull pennant forming. Watching for breakout to test that 06 area
$IDVV First filing out in 2 years on Wednesday. Liking the DD here 👉 👈 Watchin for rest of filings to hit. Nice adds down here. $SSET $QNTA
Why do I think #Gold, #Bitcoin are about to tumble? Because of my cross-market-analyses approach with >100 charts pointing to a deflationary bust AND the Elliott Wave structures for Gold, Bitcoin and USD. Let's try investigate 1) Deflationary Thesis and 2) Elliott Wave-structures
The Deflationary Thesis is due to the patterns shaping up in all commodities. Commodities drive inflation. First GSCI Commodity Index - a very clear Ending Diagonal Triangle (Descending Wedge). Calls for DEFLATIONARY BUST before MAJOR SECULAR BOTTOM. TheZebergReport.com
#Wheat which is part of #Commodities setting direction for Inflation. Same pattern! Descending Wedge. Calls for Deflationary Bust - before Major SECULAR BOTTOM. Deflation before New Inflationary Regime! TheZebergReport.com
#Shadowcontracts #gold #silver #PLATINUM update!!!
ALERT! 🚨🚨🚨
You guys remember me writing in my article (I HAVE A WEBSITE goddammit) that i had 1 screenshot of the same happening in Platinum futures?
Here's that screenshot. Compared to today.
Somebody's gained weight.
ALERT! 🚨🚨🚨
You guys remember me writing in my article (I HAVE A WEBSITE goddammit) that i had 1 screenshot of the same happening in Platinum futures?
Here's that screenshot. Compared to today.
Somebody's gained weight.
