"Can a whole sector [Silver] be a 10-bagger? In this case, maybe."
I agree.
I'm entering the smaller PM/silver miners gradually via "dollar-cost-averaging" because they are so potentially volatile, funded by gains from the ETFs SIL and SILJ (all in a Roth of course.)
I'm letting the individual stocks run wild but the ETFs have tight stop loss orders because I still think the general financial markets are going to roll over again soon and go lower than even after "Liberation Day". (I guess we'll all find out just what we're to be liberated from.) We should know within the next month or so. There is all kinds of anecdotal and "soft" evidence that predicts that. The "hard" evidence is what the financial markets are focused on but I don't trust them. (For example, I think this last jobs report of 139k that was considered so bullish will be revised downward like the last three have been to levels that would have been bearish had they come out more timely.) Some say we're already in a recession. According to the Fed's "Beige book" 3/4 of the country is either flat or negative. The housing market is sweating bullets even here in sunny South Florida. Et cetera.
Anyway, it's impossible to know clearly so I'm hedging my all-in investments with stops so I don't lose all my gains when Wall Street finally gets it, and I'll have cash to fund the proven "winners" at a discount.
This is a really insightful take on the dynamics between gold, silver, and their mining stocks. The gold/silver ratio hitting such an extreme in April definitely signaled a rare imbalance, and it’s interesting to see silver and silver miners finally catching up.
John, I joined a couple months ago and bought shares in every PM company on the portfolio list. I've done great, best performer has been SCZMF, the worst one is NGKFF. I also wanted to bring to your attention a market segment which might explode if Trump is successful in expelling all the illegal aliens: automated farm equipment.
The advancement of agricultural technology has been stymied by the glut of cheap labor. The advent of AI is helping to revolutionize farming methods, there is already some impressive equipment in production. Here's a video of a blueberry harvester that I was awe-struck by: https://x.com/i/status/1932634591921385766
Could you come-up with a list of both established large corps like DE and similar along with the "Junior" stocks poised for growth/acquisition candidates?
High time the Agro automation should arrive in the US business. Countries like Netherlands (tiny area, population just 20 Millon) lead the pack. It´s the second biggest food exporter of the world and this thanks to the extremely sophisticated methods of fertilizing, space optimization and highly developed crops. Interesting point JRF.
Yes, you're right. The company that made that blueberry harvester is in the Netherlands. I think it's a micro-company, not even sure if it's a publicly traded.
Here's another great machine I saw in the same X thread. There was some disagreement in the comments whether it was a weed or bug killer. https://x.com/i/status/1932636413226594448
Hey John - I recently subscribed to your Substack. If I have to take any positions as per your recommendation, shall I just follow the May 2025 portfolio post that you have? Kindly let me know.
"Can a whole sector [Silver] be a 10-bagger? In this case, maybe."
I agree.
I'm entering the smaller PM/silver miners gradually via "dollar-cost-averaging" because they are so potentially volatile, funded by gains from the ETFs SIL and SILJ (all in a Roth of course.)
I'm letting the individual stocks run wild but the ETFs have tight stop loss orders because I still think the general financial markets are going to roll over again soon and go lower than even after "Liberation Day". (I guess we'll all find out just what we're to be liberated from.) We should know within the next month or so. There is all kinds of anecdotal and "soft" evidence that predicts that. The "hard" evidence is what the financial markets are focused on but I don't trust them. (For example, I think this last jobs report of 139k that was considered so bullish will be revised downward like the last three have been to levels that would have been bearish had they come out more timely.) Some say we're already in a recession. According to the Fed's "Beige book" 3/4 of the country is either flat or negative. The housing market is sweating bullets even here in sunny South Florida. Et cetera.
Anyway, it's impossible to know clearly so I'm hedging my all-in investments with stops so I don't lose all my gains when Wall Street finally gets it, and I'll have cash to fund the proven "winners" at a discount.
Exciting times!
This is a really insightful take on the dynamics between gold, silver, and their mining stocks. The gold/silver ratio hitting such an extreme in April definitely signaled a rare imbalance, and it’s interesting to see silver and silver miners finally catching up.
Prechter has turned very bullish on gold and silver. Sees new highs ahead. With the jewish situation escalating, we could be in for a nice move
John, I joined a couple months ago and bought shares in every PM company on the portfolio list. I've done great, best performer has been SCZMF, the worst one is NGKFF. I also wanted to bring to your attention a market segment which might explode if Trump is successful in expelling all the illegal aliens: automated farm equipment.
The advancement of agricultural technology has been stymied by the glut of cheap labor. The advent of AI is helping to revolutionize farming methods, there is already some impressive equipment in production. Here's a video of a blueberry harvester that I was awe-struck by: https://x.com/i/status/1932634591921385766
Could you come-up with a list of both established large corps like DE and similar along with the "Junior" stocks poised for growth/acquisition candidates?
High time the Agro automation should arrive in the US business. Countries like Netherlands (tiny area, population just 20 Millon) lead the pack. It´s the second biggest food exporter of the world and this thanks to the extremely sophisticated methods of fertilizing, space optimization and highly developed crops. Interesting point JRF.
Yes, you're right. The company that made that blueberry harvester is in the Netherlands. I think it's a micro-company, not even sure if it's a publicly traded.
https://www.finefield.nl/
Here's another great machine I saw in the same X thread. There was some disagreement in the comments whether it was a weed or bug killer. https://x.com/i/status/1932636413226594448
Hey John - I recently subscribed to your Substack. If I have to take any positions as per your recommendation, shall I just follow the May 2025 portfolio post that you have? Kindly let me know.
Hi Uinv, I do a monthly portfolio update. Here's the latest: https://rubino.substack.com/p/monthly-portfolio-review-may-2025
For company specific posts, see the Table of Contents https://rubino.substack.com/p/table-of-contents-updated-5225
Wild times!
John
Thank you!
Silver is always late to the party but has one hell of a good time once it gets there.
Funny that the banks can create paper silver, but not "paper rare earths..".....)
Hi ho silver