Reflections on the Past Year
First and foremost, I would like to thank all of you who entrusted me with your capital through the Popular Investor program. I hope I have lived up to the expectations of those with whom we have already shared several months together, and that I will justify the trust of... Show More
Reflections on the Theme of Silver
In line with the expectations and forecasts I’ve been sharing with you over the past few months, $SILVER has posted an impressive surge, effectively doubling in price since the beginning of the year and positioning itself among the top-performing investments. However,... Show More
Reflection on the Theme of Energy
The impact of AI’s rapid adoption is now becoming unmistakable. U.S. states hosting large concentrations of data centers have seen far faster energy price growth than the rest of the country — with electricity prices up 43% in just five years.
With dozens of new hyperscale... Show More
Reflections on the Theme of Silver
Along with setting new all-time highs in nominal terms, $SILVER has also broken another psychological barrier by pushing through a 45-year trendline in its ratio to CPI. It is now trading at “only an 80% discount” from its historical peak.
Meanwhile, the physical... Show More
Reflections on the Theme of Silver
A breakout from a 50-year cup-and-handle pattern — this is a nearly perfect bullish setup for $SILVER . Where the price could go from here is anyone’s guess, but $100 is looking increasingly likely and not far off.
Adding to this, unlike the previous two peaks in... Show More
Reflections on the Theme of Gold
Despite the strong performance of $GDX (VanEck Vectors Gold Miners ETF) over the past year, they still trade at extremely low valuations compared to the price of $GOLD itself. A return to the long-term averages from the past 50 years could send their valuations significantly... Show More
Reflections on the Theme of Investment Strategy
The following lines are intended for those who currently copy my strategy or plan to do so in the future.
Volatility will likely accompany us in the near future, and with it usually come emotions. To ensure that our partnership runs as smoothly as possible—and... Show More
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Sun Jan 18 2026 09:32:10 GMT+0000 (Coordinated Universal Time)