White Star Investments Corporation

Oil is already teasing $90. I don't think the market priced in these Iran strikes correctly initially and now reality is setting in. Price of jet fuel in Singapore has quadrupled almost overnight.

This can potentially cascade into a global energy squeeze. Oil over $125 will start to see some very real pain in the world. Effective inflation rates skyrocket killing liquidity and risk appetite while driving up the cost of everything.

This puts a dent into the recent run on precious metals as the all-in-sustaining-costs of mining will go up, cutting into profit margins.

Energy costs at that level also make bitcoin mining completely unprofitable. It's no secret either the banks want these stablecoins dealt with because they can't stomach competition that offers depositors real interest rates vs. their measly 0.5% a year.

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More and more I am convinced that Bitcoin topped at $126,000 and it's never going to hit those highs again.

Started with good intentions, Bitcoin appears to have been co-opted and turned into a tool to absorb capital trying to flee the West. Rather than people buying gold, US treasuries, foreign bonds, or anything else, they sunk their money into what is effectively, nothing.

It's not a safe haven. It never was.

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Incredible.

Mining and rare earth stocks are off to a strong start this year.

$CRML $MP $NEM $REMX $TMC $UUUU

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"The next recession will be remembered not for its depth but for its disillusionment. It won’t just drain savings; it will drain faith — in markets, in technology, in leaders, in society itself. It will show us, once again, that the line between growth and greed is perilously thin."

The next recession is coming — and this time, you’re the collateral Treasury Secretary Scott Bessent has warned that the U.S. economy is showing signs of strain, and that if the Federal Reserve doesn’t cut rates soon, the pain could spread quickly, leading to…

$NEM Earnings Thursday, October 23.

Potentially hitting on two different kinds of wins here. The price of gold skyrocketing is the one everyone is talking about, but the price of oil plummeting is making the mines even more attractive by cutting down on energy consumption costs.

Holding calls for 10/31 Strike price $99

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$NEM continues to skyrocket. My Price Target may have conservative. Perhaps I should've set it to $125 by March 2026. But we are well on our way.

$SRFM

Tied to the hip with $PLTR.

Electric aircraft play competing with Joby and Archer aviation.

The bull run on Gold explained in a single chart.

Central Banks are buying it hand over fist. This comes in the wake of the Basal III Banking Regulations. Gold is now a Tier 1 High Quality Liquid Asset.

The exchanges and the investment banks can no longer suppress the prices with paper futures. We are in the beginning stages of true price discovery still when you account for money supply, not just inflation.

Victory Lap Post.

$UPS at a 5 year low. Strong dividend yield of nearly 8% Good value potential here as the holiday season looms and packages need shipping.

$GLD $NEM